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Connecting Xero to NiceJob
Connecting Xero to NiceJob

Learn what happens when you connect your Xero app to NiceJob

Sarah Calascione avatar
Written by Sarah Calascione
Updated over a week ago

What is Xero?

Xero is a beautiful, intelligent accounting software platform designed to make life better for small businesses and their advisors and to help them grow and thrive. 🚀

How to connect Xero to NiceJob?

  1. Go to the Apps page in NiceJob's Product Settings:

  2. Click "Connect" on the Xero App listing

  3. Log in to your Xero account when prompted

  4. Authorize NiceJob to access your Xero data

  5. Select the Xero account that you want to connect

  6. You are connected! 🔌

What does the Xero connection do?

  • NiceJob will automatically import your list of contacts, past payments and past invoices.

  • By default, upon creating an invoice, NiceJob will automatically trigger a review request campaign to that customer 😃 NiceJob will also invite your customers that you have created an invoice for within the last 14 days.

  • NiceJob will sync all future invoice and payment events from Xero into NiceJob

    Data we'll send or receive

    • People

    • Employees

    • Invoices

    • Payments

Frequently Asked Questions

Does Xero send employee data to NiceJob so my reviews can get automatically attributed to the right employee?

Yes! If you have employees assigned to invoices, that data is sent to us via the integration which allows us to automatically attribute reviews received to the right employee. Learn more about employee attribution and how you can make use of it here.

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