Name: Xero - Dash SaaS Add-On - WorkDo.io
Brand: Dash SaaS Add-Ons
Price: 69.00 USD
Availability: InStock

Connecting Xero to your system makes it easier to handle your daily accounting tasks. It helps bring all your important financial details into one place and keeps everything updated on its own. Whether you’re creating invoices, checking expenses, or managing cash flow, this integration keeps your financial data neat, accurate, and always in sync—no more switching between tools or entering the same information twice.

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API Credential Setup for Easy Access

To start using this integration, you’ll need to enter your Xero API credentials into your system’s settings. This step is important because it securely connects the two platforms and allows data to start flowing between them. Once the API credentials are added, the link between your tools is active, and you can begin syncing information like invoices and accounts right away. It’s a quick setup process, but it opens the door to continuous updates and a much easier way to manage finances.

Simple Invoice and Account Syncing

It’s easy to start syncing your invoices and chart of accounts with Xero. All you need to do is enter your Xero login details in your system settings. After that, any invoice you create can be sent directly to Xero with just a few clicks. The same process works for syncing your chart of accounts. This keeps everything aligned between both systems so you can focus on running your business without worrying about financial updates.

Easy and Accurate Data Sync

One of the best parts of this integration is that it saves you from doing repetitive work. All your financial data, like payments, invoices, and bank activity, automatically updates between both systems. This cuts down on the time spent entering data by hand and helps you avoid errors. It also means your records are always correct and up to date without needing to double-check everything.

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

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WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.

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Contact Us for Support :

You will get immediate support from our support desk. Please visit here https://support.workdo.io/

Item support includes:

Answer pre-sale questions or query
Answering technical questions about item's features
Assistance with reported bugs and issues
Help with included 3rd party assets
Free Installation services in some cases

However, item support does not include:

Customization services

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Xero – Dash SaaS Add-On