Recommend apps to your clients
Recommend apps within Xero to help set your clients up for success
Strengthen your advisory services in one click
Apps can play a key part in helping businesses become more efficient and achieve continuous growth. Recommending trusted apps within your clients’ Xero accounts means you can strengthen client relationships and offer more value.
Build tailored combinations of apps
Create combinations of apps tailored to each client to suit their industry, business sizes and needs. Update and change recommendations easily as your client’s business evolves, so your advice is always valuable and actionable.
Deliver advice where your clients take action
Toggle on your app recommendation in one click and it’s surfaced right in their Xero account with a dedicated ‘Recommended by your advisor’ section, so they can trial or connect your recommendations in seconds.
"[The Xero App Store] allows us to look at various apps and decide which we think would be of most use for our clients."
How to recommend apps to your clients
Easily recommend the right apps for your clients' challenges or areas for growth directly within the Xero App Store, and see them automatically surfaced to your client.
1. Login to your clients' organisation and head to the Xero App Store
As long as you have an advisor role in your client’s Xero account you’ll be able to recommend apps to them via the Xero App Store.
2. Choose the app you want to recommend and do a one-click recommendation
Once you’re in the Xero App Store, simply navigate to the app listing you want to recommend. You’ll see the ‘Recommend to your client’ section right at the top of the listing page, click the switch to toggle on the recommendation. It’s that easy.
3. Your recommended apps are surfaced to your client
Straight away, your recommended apps will be added to your client’s own ‘Advisor recommended apps’ collection. They can access this collection either at the top of the Xero App Store homepage when they're logged in and through their ‘My apps’ navigation drop down.
From there, they can easily see every app you’ve recommended and can get started trialling and connecting apps, or just read more about the apps you’ve suggested.
If a client connects to one of the apps you have recommended, it'll no longer show in this collection, but will show in the ‘Connected apps’ section under their ‘My apps’ drop down.
4. Easily manage your recommendations
Want to change the apps you’ve recommended or add to the list?
You can access your ‘Advisor recommended apps’ collection any time you’re logged in to your relevant client’s Xero account. Simply navigate to the Xero App Store and look at the ‘Recommended to your client’ collection at the top of your homepage and click ‘See all’, or find them under the ‘My Apps’ navigation drop down.
Once in that collection page you can ‘Remove’ your recommendation in a single click, or you can go into the app listing and toggle your recommendation off, and have it updated for your clients’ immediately.
Kick-start your app advisory services