Completed

Feature Request: Xero Integration

Would like the same Integration for Xero that you have for Quickbooks Online.  QBO might be more popular, but Xero is the Cloud solution that lines up best with your users.

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Comments

57 comments
  • Official comment

    Hello everyone, we are now recruiting beta testers for our new integration with Xero. Please sign up using this form:  http://goo.gl/forms/5Yl942jfGs 

    And thank you in advance for your feedback!

    Maria (product manager)

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  • Hi Alex. Xero integration is on our roadmap! Our Director of Product would love to speak to you about it. She'll be in touch via email. Thanks!

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  • Agreed

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  • Yes, Yes, Yes...+ 1 here. Xero please!

     

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  • Would love the xero integration

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  • Is this near-term of long term?  Still waiting for that reach out via email.  I find references to it being on the roadmap in 2013, so is this a near term or long term thing?

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  • Agreed would be good

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  • Yes, Xero ASAP please! Thank you in Advance and thank you for what have been done so far. We love Insightly!

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  • Hello everyone, I've sent personal invitations to everyone on this thread to be interviewed and to see a demo of our not yet released integration with Xero. Look forward to speaking with you and getting your feedback on this feature.

    Maria - product manager

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  • Would love to be involved with Xero integration. I started to write my own integration but have not really had time to get it up and running so would rather have the experts develop something for me!

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  • Hi David,

    Good to see you. I'll let Maria know that you'd like to be involved with this integration. Thanks for reaching out!

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  • Question for the group interested in Xero integration. We are working on a way to trigger the creation of a sales invoice draft from Insightly, as we heard from you that this is important. What is everyone's opinion about creating a Xero quote draft from Insightly? Is this important to you? Thanks!

    Maria - product manager

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  • Quotes are relatively new in Xero and we are not currently using them. That is not to say we would not in the future especially if there was an integration with Insightly.

    The most important feature for us is being able to see past payments and overdue invoices directly in Insightly. Not sure if this is in your plan or not.

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  • I think it is equaly important.

    When an Opportunity is convert in project, an invoice should be generated so a trigger to create of a sales invoice draft from Insightly would be great.

    When an Opportunity is created, a quote should be sent so a trigger to create a quote from Insightly would be fantastic.

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  • yes please!

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  • Xero: Must Have Features

    1. Link Insightly Company to a Xero Vendor/Client. -- I want to see, for a contact Company, if they owe me money, or if I owe them money, or both. 2.

     Create Quotes/Invoices from Insightly in some way.

    3.

     Be able to quickly pass Contact Info between Xero and Insightly, create Contacts from Xero, add Contact information to Xero.  Ideally we can have the data changes brought back and forth.

    4.

     Permissions: Financial data needs to be at least "on/off" per user, preferably a a few levels "see invoices/bills, see contact info, see totals"

    Xero: Should Have Features

    1.  When I'm in the Gmail w/ the Insightly "add-on" be able to pull the Financial Info about the Client in. 2.

     Allow an Invoice going from Unpaid -> Paid to trigger an alert, or automatically advance the process to the pipeline, etc.

    3.

     Xero Bills/Invoices should be available like Files in Insightly, possibly as another tab or two, so in the CRM, we can figure out if we've been paid or not so we know what to do.

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  • Alex, thank you for detailed requirements.

    Below are our responses to your requests:

    1. Link Insightly Company to a Xero Vendor/Client. -- I want to see, for a contact Company, if they owe me money, or if I owe them money, or both.  - DONE
    2. Create Quotes/Invoices from Insightly in some way. - CREATE INVOICES WILL BE AVAILABLE AT LAUNCH, QUOTE A BIT LATER
    3. Be able to quickly pass Contact Info between Xero and Insightly, create Contacts from Xero, add Contact information to Xero.  Ideally we can have the data changes brought back and forth. - DONE
    4. Permissions: Financial data needs to be at least "on/off" per user, preferably a a few levels "see invoices/bills, see contact info, see totals" - WE ARE IMPLEMENTING USER-LEVEL ALL OR NOTHING PERMISSIONS.

    Xero: Should Have Features

    1. When I'm in the Gmail w/ the Insightly "add-on" be able to pull the Financial Info about the Client in. - GOOD SUGGESTION FOR THE FUTURE
    2. Allow an Invoice going from Unpaid -> Paid to trigger an alert, or automatically advance the process to the pipeline, etc. - GOOD SUGGESTION FOR THE FUTURE
    3. Xero Bills/Invoices should be available like Files in Insightly, possibly as another tab or two, so in the CRM, we can figure out if we've been paid or not so we know what to do. - DONE
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  • VERY excited to see the above comments and progress - and can't wait to see the integration in progress!!!

    Would be very happy to be in the test group if you need more feedback.

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  • Sorry for the weird formatting, but that's GREAT news!

    Take a look at the Quote option.  I know right now, our flow is "Custom Quote / Contract" -> Invoice

    So we'd need to use another program to build the quote and send it.  Once it comes back, doing the Invoice inside of Insightly isn't a big improvement over going to Xero for it.  But if we can do the Quote and Move Quote -> Invoice without leaving Insightly, that's a HUGE win.

    Regarding User Permissions: Not an issued for us, we're pretty small.  But for larger accounts, some granularity might be needed.  A lot more work though.

    We're excited!

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  • This Xero integration is really great news!

    What is the rough idea (no guarentees, no promisies, just a a very rough idea) of the implementation schedule?

    Looking forward to connecting with Maria asap and really want to be involved as beta testers and in any other way we can. We're ready to start that process right now!

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  • Being able to see due date and outstanding balance due / a fully paid indicator per invoice (Via the Contact) for each Xero Invoice would be great.

     

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  • Looking forward to helping with the Beta

     

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  • Brilliant!  We have 18 companies on the partner edition, but we would love to start with one!

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  • Hi Maria.

    Is it possible to be invited to the xero integration beta program? I am looking to decide on a crm for my company and would like to test the integration before I make a commitment.

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  • @Farrukh, you may not know this, but the Xero integration is live.  I've been using the integration since it came out (not long ago at all) and like it.  It seems to disconnect sometimes, but I attribute that to needing to refresh Insightly in the morning.  The connector that's built-in seems to function well.

    For us, the ability to generate an invoice and check the status on paid ones is awesome.  It's all the functionality that we need in an integration.  Just my 2 cents.  Good luck with your testing!

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  • @Jerry Thank you for the feedback. This is the kind of functionality I am looking for. I signed up for insightly 2 months ago and I think I am back to the free plan after the trial expired. I will signup for a month on basic plan and check out the integration. 

    Thank you again.

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  • @Farrukh, good luck!  If you're a Google Apps user, make sure you try out the Insightly Sidebar.  It takes some practice to determine the work flow, but it just came out also and is working well for us so far.

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  • I am also using the Xero integration. It is really good. Love the ability to be able to copy details over from Xero to Insightly and vice versa. We usually have the details on Insightly first while client is a lead and only when we sell to them do they get put in Xero. Being able to simply copy across the details is great.

    Also being able to see what invoices are overdue and their 12 month, and their lifetime value straight from within Insightly is great. We can immediately see how to handle a particular client based on whether they are high or low value.

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  • @Jerry ok you got my attention, I am a heavy google apps user. Was using the email gadget. Just installed the sidebar. This is looking really good. Fingers crossed on xero integration. I just moved my company accounts to xero and really loving it. No automatic bank feeds in my country but the ease of sending quote, invoicing and managing accounts is amazing. Thank you for your feedback.

    @David Your feedback is appreciated. This is the kind of integration I need. Thank you. Will have a go and report back.

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  • Hi,

    Is there any article or information on how to set up Xero integration? 

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