Overview
Gone are the days of needing multiple apps to get the job done. By choosing to connect Thryv to Xero you'll keep your contacts as well as invoices and payments consolidated in one place. You'll be automating those manual tasks that take up too much time allowing you to stay organized and your business running smoothly.
Thryv's small business management software provides an end to end solution to running your business. In one dedicated platform you can:
- Manage and sync contacts from your phone into your Thryv
- Schedule or accept customer appointments in real-time
- Send reminders for upcoming events
- Easily issue estimates and invoices on the go and get paid faster than ever before
- Seamlessly communicate with your customers how they want to communicate by text, email, chat and more, all from your Thryv Inbox
- Take control of your online reputation by generating first-party reviews and responding all from one place
- Manage your marketing automation
- Request, store and share documents with your customers and staff
- Connect your social media profiles and publish content from one place
Thryv + Xero
Thryv integrates with Xero allowing for historical and ongoing syncs of Client contact records, invoice and payment details keeping your records up to date.
Historical sync allows the ability to import historical Client information, invoices and payments to or from either application based on customized selections.
- Clients will sync first and last name, email, address and phone number.
- Invoices will sync customer name, invoice number, date, item description, amount and notes.
- Payments will sync customer name, payment for invoice number, date and amount.
Ongoing sync allows the ability to continuously import new Client information, invoices and payments to or from either application based on customized selections.
- Clients may be synced to and from either application including first and last name, email, address and phone number.
- Invoices may be synced to and from either application including the customer name, invoice number, date, item description, amount and notes.
- Payments may be synced to and from either application including customer name, payment for invoice number, date and amount.
Getting started
To utilize the integration with Thryv and Xero the following steps will need to be completed:
- An established Thryv account is required to utilize the integration.
- Contacts are required to have an email address in order to be synced between the applications.
- Clicking upon Install This App within Xero’s app marketplace will initiate the setup of the integration.
- The system will prompt you to enter your Thryv login credentials.
- Follow the on-screen set up instructions to select the historical and ongoing synchronizations desired for client, invoice and payment details to be exchanged between the applications.
- When setup is complete, the integration will begin exchanging information based on the selections made.
