Overview
Dubsado manages your daily business tasks so you can spend time maximizing your profits. You can send contracts and invoices, generate leads, automate your processes, manage bookkeeping, schedule appointments, send and receive emails and so much more; all from one place!
From capturing leads on your website, to automatically following up with a questionnaire based on your customer’s needs, or sending them a proposal that will make them eager to select those big ticket packages, we’ve got you covered.
Dubsado + Xero
With this integration, you'll be able to automatically sync invoices and payments from Dubsado’s robust CRM system to your Xero account. Use Dubsado contracts, appointment schedulers, automated workflows, and other powerful tools along with all of the Xero bookkeeping capabilities to get a complete picture of each client's unique journey and get your time back so you can focus on what you love.
Getting started
When the Dubsado + Xero Integration is released, you will be able to follow these steps to start sending Dubsado invoices and payments over to your Xero account!
- Log in to your Dubsado account or sign up for a free trial, with no time limitations, using the Sign Up with Xero button
- Head to the Integrations page in the Settings menu and click “Connect” on the Xero integration card
- When you click "Connect to Xero" on the next page, you will be asked to log in to your Xero account and then brought back to Dubsado to map your Dubsado data to Xero accounts
- Once you save, you will be set up have you Dubsado Invoice data sync over to Xero automatically
