That’s fantastic news. Now I am starting to see the potential of the Monday apps platform.
What we would like to achieve with the Xero to Monday integration is a connected view of our cashflow. If we could have a Monday board that outlined our confirmed upcoming future revenue that knew when that had been paid into Xero, we could have a good cashflow forecast.
No idea what that would require in terms of integrations though!!
How did you go with this? We have clients who are using Xero and I’m sure that could leverage this integration. What would we need to be able trial this?
Apologies if this is not the right spot to put my question.
We are currently investigating which is the best CRM for our organisation and it is crucial for us to be able to integrate with xero.
Not sure about what you’ve released but main parts of integration are:
being able to create contacts in xero from Monday
Being able to update Monday if a quote is created in xero and accepted, and invoiced
Currently, our Xero app is able to create contacts (along with invoices and timesheets).
We will be releasing the ability to sync invoices, quotes and contacts FROM Xero shortly. We are just waiting on a feature release from the monday team we should be very close
I am happy for your to book in a time here to show you the app.
1 - Yes, we can create a contact in Xero based on monday.com
2 - No it won’t sorry, as we haven’t begun the development as the feature we require
3 - I can arrange for our sales team to run you through a demo of monday.com as well if you like? Feel free to book a time here as it will allow a little more time for the demo on monday.com as well here
Would love a way to connect and auto-generated invoice that is paid with an Item in monday. So that when an invoice is paid, the corresponding project in monday is marked paid and can be archived.