Overview
Automate beyond accounts with customizable bidirectional syncs; save time & get better insights from lead source to transactions to customer follow-up. Out-of-the-box integrations to connect Infusionsoft with Xero. Simply select the data you want to sync and start! Seamless bi-directional syncs means your Infusionsoft info is always consistent with Xero. Now, you can update Infusionsoft based on activities in Xero! Handling records with multiple line items or complex CSV files with repeating structures is easy to do. No coding required.
Infusionsoft Connect powered by Workato + Xero
Xero Connect gives you:
Prepackaged integration recipes for keeping Infusionsoft data in sync with
Xero
12 curated recipes that have been built by Infusionsoft with advice from the
ICPs
Depending on your requirements, you can start the recipes you need.
The app contains four groups of recipes, each with multiple recipes to build
your workflow. They are for:
1. Contact sync
2. Product sync
3. Invoice sync (Note that the recipes take care of subscriptions and handle
taxes)
4. Payment sync
Getting started
Visit our webpage and sign up for a free Workato account. Simply install the app and hit run to get your integration workflows started.
Click "Visit Website"
Create a Workato Account if you do not have one.
Connect your Xero and Infusionsoft account via the prompts.
Access the Xero Integration recipes under 'Apps’
Click ‘Start’ to run the recipe
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