Exact Online + Xero Integration

If you have created a account in Xero, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

In order to keep your accounting and customer records in sync, when you create a contact in Xero, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Xero and Exact Online!

With the growth of Exact Online, many companies are looking for ways to connect their Exact Online account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Xero every time a contact is created in Exact Online.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.