An all-in-one platform to digitize and automate your coworking space operations whilst providing a seamless experience for community members.
    Overview

    Optix is the technology platform for smart and connected coworking spaces and serviced offices. Our digital tools power your workplace with a beautiful mobile-first experience, transforming static offices into connected and inspiring communities.

    We support our clients in implementing their workplace program, streamlining the management of their work and meeting spaces, while connecting their community members with the resources, amenities, and services that the workplace has to offer in a seamless and touch-less mobile experience.

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    Optix + Xero

    The Xero integration app synchronizes invoice and user data between Optix and Xero. When an invoice is finalized in Optix, it is sent to Xero as a new invoice. This can happen automatically or manually, depending on how you have configured your settings. If the Optix invoice total is negative, a credit note will be created in Xero.

    Payments and refunds are synchronized when they are made in either Optix or Xero. Optix line item types (plans / bookings / check-ins / manual) can also be mapped to individual accounts and/or tracking categories in Xero.

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    Additional info

    Shared data

    Xero
    Optix
    Contacts
    Users
    Payments
    Accounts
    Tracking Categories
    Payments
    Invoices

    App details

    Added in 2020

    Countries

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

    Languages

    English

    Support

    Setup walkthroughIntegration walkthroughContact supportsupport@optixapp.com

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    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.