Categories
Automotive, Healthcare & Dental, Retail & Hospitality, Home Services, Financial & Professional Services
Collections
Integrations, Available in Australia

About Xero

Automatically send review invitations and centralise contacts across Podium and Xero.

  • Streamline your accounts receivable process by sending links to invoices via text as well as reminders the day before they’re due.
  • Save time managing your contacts by seamlessly importing your contacts into Podium. No more copy and pasting between systems!
  • Improve your online reputation by requesting reviews after transactions.

Xero and Podium

Compatibility

Your Xero account must have API access

Setup Process

  1. Click Connect.
  2. Select the Podium location you’d like to connect to Xero.
  3. Allow Xero to access the appropriate Podium data.
  4. Allow Podium to access the appropriate Xero data. (Log in to Xero if necessary)
  5. Make sure you’ve selected the appropriate country.
  6. Click Next.
  7. Make sure you select the appropriate Xero organisation.
  8. Check the box for Contact Import & Syncing.
  9. Click Finish.
  10. Select the automations to use with your Xero integration.
  11. Click Activate.

Use cases

  • Request a review

    Request a review when an invoice is paid in Xero

  • Request a review

    Request a review when an invoice is sent in Xero

  • Send reminders

    Send reminders for Xero invoices that are due tomorrow

  • Notify customers

    Notify customers when an invoice is sent in Xero