Xero Integration is nothing new here at Simplifyd, but we’ve been listening to our users and upgraded our Xero Integration functionality – put simply, it’s now even easier to integrate your Simplifyd account with Xero.
Before we let you know the changes we’ve made, we’ll start from the beginning with how to set up Xero Integration from within Simplifyd.
Start by going to ‘Settings’, then open the ‘Integrations’ tab.
Then, click the ‘Connect to Xero’ button. You’ll then be redirected to Xero.
All you need to do is enter your Xero login details, and then give Simplifyd permission to access your Xero account.
And that’s it. Simple.
We’ve now made the process even smoother, your Simplifyd clients are automatically added to Xero as you export invoices, allowing for seamless integration between the two platforms. We think these refinements to the Xero integration with Simplifyd will make it even quicker, easier and more efficient to stay in control of your businesses finances – helping you get back to what really matters.
If you have any questions about our Xero integration, or anything else at all to do with Simplifyd, get in touch in app (by clicking on the blue button in the bottom right corner), email firstname.lastname@example.org, or chat with us in the bottom right corner of www.simplifyd.io