In this article, you'll learn how to connect your Xero account so you can make the most of Automation
If you are a betterbunch Pro plan user and you use Xero for invoicing, you can follow up with customers through automation. Simply connect your Xero account, and when an invoice is approved or marked as complete, a feedback invitation will automatically be sent to the customer.
Xero automation only works for users who create, approve, or mark payments as complete in Xero or if invoices are replicated in Xero (through Fergus, for example). betterbunch will not recognise cash sales reconciliations using Xero.
There are a number of ways you can customise your Automation setting to include and exclude particular customer groups and sending options. Check out this article to learn how to customise your Automation settings to best fit your business.
Connecting your Xero account
Read on to learn how to connect your Xero account.
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Login to your betterbunch account
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Head to the Automation page on the left menu
- Click Connect to Xero
- Login to the Xero platform pop-up
Note that you'll need to have Xero Approver or Xero Admin permissions to connect the platform - Select your organisation from the drop-down menu
- Click Allow access, which will allow Xero and betterbunch to communicate with each other
- Select whether you want your betterbunch invitations to be sent when the invoice is marked as Invoice approved or Payment complete within Xero
- Hit Save
- We always recommend sending a test invite to yourself to check that everything's smooth.
To do this, you'll need to create a dummy invoice in Xero using your name, email and phone number as the contact, then mark it as complete. - Check out our betterbunch rules to learn how to customise your sending triggers
Remember, there are two ways to use betterbunch: proactively and reactively. Be sure to check out our suggestions on how to squeeze the most out of your subscription.