{"id":8005,"date":"2020-08-27T22:03:10","date_gmt":"2020-08-27T22:03:10","guid":{"rendered":"https:\/\/www.insitusales.com\/?page_id=8005"},"modified":"2024-10-22T20:08:37","modified_gmt":"2024-10-22T20:08:37","slug":"xero-integration","status":"publish","type":"page","link":"https:\/\/www.insitusales.com\/en\/integrations\/xero-integration\/","title":{"rendered":"Xero Integration"},"content":{"rendered":"\r\n\r\n\r\n
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Xero Sales Integration For Distributors\u00a0<\/h1>\r\n

inSitu Sales makes it easy to give your field sales team access to Xero on the go. Manage your field sales reps in real-time, and get orders and payments live throughout the day. Granular access ensures everyone sees exactly what they need \u2013 and nothing more. Deployment is as simple as logging in to Xero.<\/p>\r\nStart 14 Day Free Trial<\/a>Book Free Demo<\/a><\/div>\r\n

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Xero Compatibility<\/h2>\r\n

Get data in and out of Xero automatically, with two-way flow for select data.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n

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Xero Field Sales Integration For Reps<\/h2>\r\n

Our convenient Xero integration sync means you can manage your field sales operations on a single intuitive dashboard. Set granular level controls for reps, products, pricing, and more to custom tailor your sales interactions.\u00a0<\/p>\r\nField Sales Page<\/a><\/div>\r\n<\/div>\r\n

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Mobile Order Taking\u00a0<\/h5>\r\n

Conveniently take mobile orders in the field using product and price lists, plus live inventory data synced from Xero.<\/p>\r\n<\/div>\r\n

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DSD Route Accounting<\/h5>\r\n

Remove manual error from logistics and build or schedule optimized sales routes for reps with live GPS tracking.\u00a0<\/p>\r\n<\/div>\r\n

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Mobile Invoicing<\/h5>\r\n

Use data from Xero to create branded mobile invoices that can be printed or emailed as a PDF. Supported printers include Bixolon and Zebra.\u00a0<\/p>\r\n<\/div>\r\n

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Mobile Payment Processing<\/h5>\r\n

With a Stripe<\/b> or Authorize.Net<\/b> account, enable your outside sales reps to take credit card payments anywhere. Outstanding invoices can be paid on the spot at any time.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Integrate Your B2B eCommerce With Xero<\/h2>\r\n

Sync information from Xero to create a unique and fully customizable B2B eCommerce portal designed for fast and easy transactions through integrated payment gateways.<\/p>\r\nB2B eCommerce Page<\/a><\/div>\r\n

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Interactive & Dynamic Digital Product Catalog<\/h5>\r\n

Manage a digital product catalog that changes to fit your customers as needed. Assign different versions of your catalog to customers to gain an edge on market sales trends and industry niches with specific needs, or better match product focuses to geographic purchasing interests.<\/p>\r\n<\/div>\r\n

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Segment Discounts, Pricing, & Products<\/h5>\r\n

Use Price List rules to offer unique purchase incentives only visible to customers selected. Set up automation to offer discount promos to reward a customer when sales reach a set threshold, or create distinct customer tiers with set discounts.<\/p>\r\n<\/div>\r\n

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Take Digital Payments Or Sell With Credit<\/h5>\r\n

Integrated payment gateways allow secure and convenient transactions with Stripe and Authorize.net. Users can also allow customers to shop on credit for future invoicing.<\/p>\r\n<\/div>\r\n

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Build A Whitelabel App For Customers<\/h5>\r\n

Allow customers to download your B2B eCommerce portal directly as a custom app from the Google Play Store, or the App Store. Enable SMS Notifications and barcode scanning to drive recurring sales.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Xero Compatibility Get data in and out of Xero automatically, with two-way flow for select data. Xero Field Sales Integration For Reps Our convenient Xero integration sync means you can manage your field sales operations on a single intuitive dashboard. Set granular level controls for reps, products, pricing, and more to custom tailor your sales …<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":7904,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"pro\/page-templates\/page-with-small-header.php","meta":{"footnotes":""},"class_list":["post-8005","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/8005","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/comments?post=8005"}],"version-history":[{"count":10,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/8005\/revisions"}],"predecessor-version":[{"id":14470,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/8005\/revisions\/14470"}],"up":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/7904"}],"wp:attachment":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/media?parent=8005"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}