Zigaflow Xero Integration Reviews & Features — Xero App Store ID
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Zigaflow

By Zigaflow
4.86 out of 5 stars
Free 14 day trial available
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Zigaflow & Xero streamline business processes across sales, operations, finance, and service, boosting efficiency and offering real-time insights beyond finance. Track your work, your inventory & much more in our powerful, but simple business management software.
Rated
4.9
out of 5
Reviewed by
7
Xero users
Try this app
Free 14 day
trial available
Listed for
5 years
July 2019

Zigaflow can help your business

Overview

About Zigaflow

Zigaflow is a comprehensive business management software designed to seamlessly integrate with Xero, streamlining your business processes across sales, operations, finance, and service. Our platform is built for small to medium-sized businesses (SMBs) and enterprises looking to enhance operational efficiency, improve team productivity, and make informed decisions quickly.

Who Is Zigaflow For?

Zigaflow is ideal for businesses seeking a powerful yet simple solution to manage their entire operation within a single platform. It is especially beneficial for:

  • SMBs and enterprises aiming to optimize their operational processes.
  • Teams across sales, operations, finance, and service departments that require real-time data to improve productivity and decision-making.
  • Businesses needing a comprehensive view of their operations beyond just financials, including inventory management, customer service, and project management.

Why Zigaflow Is Good for Your Business

Streamlined Operations

Integrate Zigaflow with Xero to create a unified system that streamlines your business processes. Automate repetitive tasks, reduce manual entry, and ensure your team can focus on value-adding activities.

Enhanced Efficiency

Zigaflow boosts your business's efficiency by offering real-time insights across all departments. With our software, you can track work progress, inventory levels, and more, allowing for swift adjustments and informed decision-making.

Improved Decision-Making

Our integration with Xero provides a 360-degree view of your business, extending real-time insights beyond finance. This comprehensive visibility enables you to make quicker, more informed decisions, driving sustainable growth.

Simple Yet Powerful

Zigaflow is designed to be user-friendly, requiring minimal training to get your team up and running. Despite its simplicity, it offers powerful features such as customizable workflows, automatic task assignments, and multi-currency management, making it a versatile tool for any business.

Real-Time Collaboration

Facilitate better teamwork with tools that support real-time collaboration. Whether you're working in the office or remotely, Zigaflow keeps your team connected and informed, enhancing productivity and service delivery.

Get Started with Zigaflow

Discover how Zigaflow can transform your business operations and integrate seamlessly with Xero. For a detailed look at our features and to see Zigaflow in action, request a demo or start your free trial today.

Zigaflow
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Zigaflow + Xero

Introduction

We have built a powerful integration with Xero which allows your business to operate fluidly, and efficiently. We want to avoid people needing to jump in and out of systems and shorten your cycle of quote-to-cash as much as possible.

Sales Invoicing Zigaflow handles all your processes around creating sales invoices, and thanks to our automation capabilities, most customers never do any invoicing manually.

You can tailor automations to accommodate almost any payment structure or situation.

There is an option to create invoices manually at the click of a button, however very few customers do this as it is just an admin task taking up time.

Invoices can be created from delivery notes, or sales orders / jobs.

We can handle part invoicing, proformas and the system keeps track of and reports on un-invoiced orders / jobs, amongst lots of other detailed reports.

The entire details of a sales invoice – customer information, line-item details, account codes, tax codes and even Xero tracking categories can be automatically pushed from Zigaflow into Xero based on your choice of trigger.

Payments are then processed within your Xero account, and when a sales invoice is fully paid in Xero, the corresponding invoice in your Zigaflow account is moved into the “paid” status.

This can then move sales orders or jobs into the next stage of the process automatically.

Credit Notes Credit notes can be created in Zigaflow against a sales invoice. Once again all of the relevant detail is pushed into your Xero account.

Xero Contacts If a sales invoice is created in Zigaflow for a new customer, the details of that customer are passed across with the sales invoice and create the new contact in Xero automatically.

Purchase Orders

Purchase orders related to sales are created in Zigaflow and again all detail can be passed across and into Xero down to line item and tracking category detail.

Reviews & ratings

4.9 out of 5 stars
7 Reviews

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Most recent reviews

DW
David Wilde
Posted 25 Mar 2021
5 out of 5 stars

Excellent

We spent months looking for a system which would be simple to ease in to and more powerful and complex as we developed. Zigaflow was the perfect choice for this. The Support Team are extremely helpful and spent time understanding the needs of our company and showing us how to get the most from Zigaflow. We now use the system for more than we originally intended and will be using even more functions in the coming months. Highly recommend.
EB
Emma Butt
Posted 25 Mar 2021
5 out of 5 stars

Excellent in all respects

I have evaluated so many quoting systems to find the right fit for our business. Zigaflow really does so much more than we originally anticipated. We now use Zigaflow from customer appointment through to quote, ordering, installation and also for follow up service calls. The team are really happy to spend time understanding how we need to use the system and have been an invaluable help in setting things up and developing our use.
MS
Mark Sitwell
Posted 24 Mar 2021
5 out of 5 stars

Excellent

We changed our helpdesk system and lost our previous quoting tool. After many searches and trials, we found Zigaflow which just works. It is very quick and easy to get up and running and just works. The other key thing is that the support team, not only, provides quick advice when required, but also listens and responds to feedback and suggestions.

Additional info

Shared data

Xero
Zigaflow
Invoicesshared from Zigaflow to Xero
Credit Notesshared from Zigaflow to Xero
Contactsshared from Xero to Zigaflow and from Zigaflow to Xero
Tracking Categoriesshared from Zigaflow to Xero
Purchase Ordersshared from Zigaflow to Xero
Itemsshared from Zigaflow to Xero

Functions

InventoryInvoicing and jobs

Industries

Construction and tradesProfessional servicesManufacturing

App details

By Zigaflow
Added in 2019

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportdeveloper@quikflw.com

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.