Xero quoting software integration
Socket + Xero Accounting Software
Automatically convert Quotes you win in Socket to Invoices in Xero
How it works
Enable Xero Connector in Socket
To connect to Xero, simply log into Socket and go to Settings > Integrations, and click the Add Connector button. Follow the steps to authorize Socket to connect to your Xero account and you’ll be on your way.
Invoices and Customers are pushed to Xero
When a Quote is won, a matching Invoice and Customer are created in Xero. No manual intervention is required for Quotes to be converted to Invoices; it all happens automatically whenever a quote is ordered.
Payments are applied to Invoices
When a Payment is accepted for a Quote via Socket, a Payment will be automatically applied to the corresponding Invoice in Xero.