How does the app work?
- Historical data in Xero imported to Upsales
- Orders in Upsales automatically generates invoices in Xero, all necessary data included
- Keeps your products, companies, and contacts up to date in Xero when updated in Upsales
Create a smooth workflow between Xero and Upsales
By connecting Xero to Upsales it’s now even easier to keep your invoices, companies, products, and contacts up to date in Xero. Double the result with half of the effort. The Xero app will help your organisation:
- Save time with automatic creation of invoices
- Avoid redundancy of updating data in both systems
- Get a better overview of your sales statistics
Start winning more deals
By removing administrative tasks your sales reps can now focus on winning more deals. When an order is created in Upasles the app will automatically create an invoice in Xero with all the necessary details. If the order includes a new or updated product, company or contact this will also be created or updated in Xero.