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Mailchimp + Xero
Xero and Mailchimp integrate effortlessly so that you never need to worry about having to update contact information between the two systems. Using Mailchimp in combination with Xero contacts help ensure you keep in touch with your customers by creating engaging, brand building messages through email, ecommerce and social interactions.
What does this integration do?
It keeps your contacts updated. Any change to your contacts in Xero are reflected in your mailing lists within Mailchimp automatically, including the primary contact phone number. A set of default mappings ensures that the information contained within your Contacts in Xero is set to the correct merge fields in Mailchimp. All you need to do is create the Mailing List within Mailchimp and set it correctly in the installation steps, this integration will handle the rest.
Email can now be sent automatically based on your Xero data. For example, as soon as a customer is 7 days overdue with an invoice, Xero can send a signal (called an event) to Mailchimp which automatically sends an email to the customer reminding them to pay the invoice.
Make sure you have a premium Xero account and a Mailchimp subscription.
In Xero, select App marketplace then Connect app, choose Mailchimp and enter your Mailchimp login details.
Choose the Mailchimp list/s you wish to synchronise with Xero.
You can choose whether you want to sync suppliers or customers, or both so you can easily distinguish between the contacts in your Mailchimp account.
You can select which customer segments are shown in Mailchimp, for example you may choose to sync customers that are 7 days overdue.
You are done; all future updates in Xero to new or existing contacts will be reflected in Mailchimp.
NOTE: All subscription management of contacts will be handled by Mailchimp. Please ensure that the contacts you have within Xero currently are happy to receive digital communications from you.