Overview
Apptivo is a powerful cloud business management solution suitable for any business. With Apptivo, you can get your tasks done instantly without much hassle.
Developed with the ability to adapt to any business type, the software has all essential solutions like CRM, Project Management, Supply Chain, Financials, and Product Management to mirror your business purpose. Right from managing your customer relations, monitoring the performance of your teams, to tracking the financial aspects of your business - Apptivo has everything you need for enhanced productivity and optimized security.
Apptivo + Xero
With Apptivo - Xero integration, you can create a unified ledger where all the transactions are available in a single system.
You can integrate your invoices, purchase orders, and supplier invoices with Xero. The information related to your customers, contacts, suppliers, and items recorded in Apptivo are available in Xero while creating the invoices, purchase orders, or supplier invoices. Leverage this integration to increase the performance of your finance team, avert double-work, and build a zero redundancy workspace."
Getting started
Create an account in Apptivo through your Xero account(SSO) or use a different email address for login purposes.
Make use of the Ledger app of Apptivo to enable the sync facility between your Xero and Apptivo accounts. Determine the Apps in which you want to enable the sync and kickstart the sync operation. Select the Xero Accounts in which you want to save the invoices, purchase orders, and supplier invoices.
Note: This Xero integration is supported in the Ultimate and Enterprise plans of Apptivo.
