All Integrations

Customer Success Software that Integrates With Xero

Xero is an accounting cloud-based Software as a Service (SaaS) for small businesses, accountants, and bookkeepers providing real-time financials, and online accounting, invoicing, billing, and banking. The company is based in Wellington, New Zealand with offices also located in Australia, the UK, and the United States and was founded in 2006 by Rod Drury and his accountant, Hamish Edwards. Xero went public on the New Zealand stock exchange in 2007.

Xero features include:

  • Online accounting
  • Bank reconciliation
  • Invoicing

The software integrates with third party applications, and provides extensive security, and privacy features to ensure client data is safe, and secure. The product also has other features that include a dashboard, online support, files, multi-currency, financial reporting, inventory, payroll, billing, purchase ordering, contact management, fixed asset depreciation, expense tracking, and lists.

Xero offers subscription plans on a monthly basis starting from $20, and offers a free 30 day trial to help businesses evaluate the product.

How to Connect Xero and Akita

Step 1

Step 1

Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.

Step 2

Step 2

Click the Connect Provider button.


Step 3

Select Xero from the list of available integrations.

step 4

Step 4

Click the link to begin the connection process.


Within Xero follow the prompts to approve the Akita integration.

That’s it – all done!

Your Xero Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Xero data.
  • This data will appear alongside all your other customer interactions for a 360° view.

  • Segment your accounts based on data from your Xero account, and from your other business tools.

  • Define lifecycle stages and make sure customers stay on track.

  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.