Zendesk to Xero Integration

Zendesk and Xero Integration

Easily share data between Zendesk and Xero.

Find our integration in the Zendesk Apps Marketplace!

No credit card required!

Easily access your Xero account data within Zendesk.

Zendesk Xero Integration

The Zendesk Xero App by Cloud Elements allows customer service representatives instant access to your Customers’ current account status in Xero Online. The Zendesk Xero App automatically looks up the current customer from new and existing contacts in Zendesk.

What Is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

Xero Accounting Software Screenshot
Zendesk Customer Data

Key Features

The Zendesk Xero App enables Zendesk to access to your customers’ current account status in Xero:

  • Automatically retrieve customer account data from from Xero Online
  • View account balance, recent payments, and invoices, along with customer billing/shipping info
  • Increase the efficiency of your Customer Service staff
  • Enhance customer satisfaction!

Minimize time wasted searching for customer account information when asking customers for information on their account status.

The Integration in Action

Retrieve existing Xero Online Account information, including:

  • Contact information: Billing/Shipping address, phone numbers and custom contact information
  • Invoicing: Current invoice, due date, amount and total account balance
  • Payments: Review current transactions for payments, payment reference

This results in maximizing the productivity of your interactions and keeps the focus on creating positive customer experiences.

Xero Connected App

Cloud Elements Simplifies Your Integrations

HubSpot API

One-to-Many

Our Zendesk integration is a part of the Cloud Elements Help Desk Hub, a uniform API to connect to the leading cloud help desk services.

HubSpot API

Simple Data Mapping

Using Element Mapper, our drag-and-drop UI, easily map and normalize data objects and fields between leading cloud services.

Marketing Cloud Services

Stay Up to Date

We even manage user access and authentication, API updates, logging and monitoring, all from a consistent platform.

RESOURCES

Quick Start Video

Cloud Elements Logo

Trusted by over 300 companies.
Delivering 1,000,000s of API calls daily.
Integrating over 50 cloud services through our uniform APIs.

Get Started Today.

No credit card required!

Contact Us

Thanks for your interest in Cloud Elements! Please send us a message and we will get back to you ASAP.

Not readable? Change text. captcha txt