• Socket + Xero

Socket’s quoting software integrates seamlessly with Xero

Integration Features

  • When a Quote’s status is changed to Accepted, Ordered, or Fulfilled, a corresponding Customer, Invoice, and set of Inventory Items will be automatically created in Xero. If the Customer already exists in Xero, it will be updated.
  • When a Payment is accepted for a Quote via Socket, a Payment will be automatically applied to the corresponding Invoice in Xero.
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