Xero quoting software integration

Socket + Xero Accounting Software

Automatically convert Quotes you win in Socket to Invoices in Xero


How it works

Xero quoting integration step one

Enable Xero Connector in Socket

Connect to Xero

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.

Xero quoting integration step two

Invoices and Customers are pushed to Xero

Invoices created automatically

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.

Xero quoting integration step three

Payments are applied to Invoices

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.