Akita provides a Customer Success solution that works with Xero

All Integrations

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Xero In Brief
Headquarters Wellington, New Zealand
Founded 2006
Price From $20 USD
Founder(s) Rod Drury and Hamish Edwards
Website Visit 
Company Profile

Xero

Xero is an accounting cloud-based Software as a Service (SaaS) for small businesses, accountants, and bookkeepers providing real-time financials, and online accounting, invoicing, billing, and banking. The company is based in Wellington, New Zealand with offices also located in Australia, the UK, and the United States and was founded in 2006 by Rod Drury and his accountant, Hamish Edwards. Xero went public on the New Zealand stock exchange in 2007.

Xero features include:

  • Online accounting
  • Bank reconciliation
  • Invoicing

The software integrates with third party applications, and provides extensive security, and privacy features to ensure client data is safe, and secure. The product also has other features that include a dashboard, online support, files, multi-currency, financial reporting, inventory, payroll, billing, purchase ordering, contact management, fixed asset depreciation, expense tracking, and lists.

Xero offers subscription plans on a monthly basis starting from $20, and offers a free 30 day trial to help businesses evaluate the product.

Data Retrieved

Information We Request

When you connect Xero with Akita, we automatically collect information on the following:

Organization Every 2 hours
Invoice Every 2 hours
User Every 2 hours
Connection Instructions

How to Connect Xero and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select Xero from the list of available integrations.

Xero

  • Click the link to begin the connection process.

Connect

  • Within Xero follow the prompts to approve the Akita integration.
  • That's it – all done!
Integration Results

Your Xero Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Xero data.
Bresler's Ice Cream

Invoice Created

  • Invoice Number A2D1234567
  • Amount 99
  • Currency USD
  • Date Issued 1 October 2020 @ 10:10 AM
  • Date Due 6 October 2020 @ 10:10 AM
  • Status Due
Created on 1 October 2020 @ 10:10 AM
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your Xero account, and from your other business tools.
Renewal Xero Within Within 30 Days 30 Days AND +
MRR Chargebee More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding

134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating Xero with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

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Have questions about how Akita Integrates with Xero?

We'd love to hear them! Just email us at hello@akitaapp.com.