Akita Integrations Directory

Customer Success Software that Integrates With 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.

All Integrations

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

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 5 December 2022 @ 07:04 PM
Date Due 10 December 2022 @ 07:04 PM
Status Due

Created on 5 December 2022 @ 07:04 PM

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

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

Want to learn how Akita can save your Customer Success team time?

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.

Have questions about how Akita Integrates with Xero?

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