In the Enterprise and Elite versions of Sell, you can add Xero as an integration to create invoices for the deals you've won.
You need admin rights to set up the Xero integration in Sell. You also need to have already set up your Xero account.
Note: Xero is also available as an app in Zendesk Marketplace. For information, see Xero for Sell.
To set up the Xero integration
- Click the Settings icon (
), then select Integrations > Integrations.
- Locate the Xero integration in the list of integrations, then click Enable.
- Login in to your Xero account.
- Allow Sell to access your Xero account by clicking Allow access.
Note: Zendesk Sell used to be called Base.
- Your Sell account is now added as a connected app in your Xero account and the integration setup is complete.
In Sell, when you mark a deal as won, you'll see the Xero prompt to create an invoice for the closed deal.
Click Create Invoice and you'll be prompted to enter the invoice details. When you're finished, click Create Invoice Draft.
Your deal invoice is created and can be viewed in your Xero account.
2 Comments
Can it create quotes as well?
Hi Mark! While our default integration (built into Zendesk Sell) is solely for creating invoices for Deals, we do integrate with Zapier Zaps. Using Zapier you can create many integrations that will connect different applications (like Sell and Xero) based on the criteria that you set up. To learn more about this integration you can visit the Zapier site:
https://zapier.com/apps/zendesk-sell/integrations/xero
While I'm not seeing an option to specifically create quotes, I do see the ability to create a credit note, bill, sales invoice, payment, or purchase order. I hope that helps!
Please sign in to leave a comment.