+
Accounting
Xero + Resool integration
Connect Xero to Resool to see each contact's invoices and balance due in the inbox, create invoices and contacts in Xero, and send invoice PDFs and online invoice links in chat.
What you can do with Xero and Resool
In the Inbox and on the contact page
- See the Xero contact matched to the Resool contact, with name, email and phone.
- Balance due: what the customer still owes, per currency.
- Invoices: each sales invoice with number, date, due date, total, the amount left to pay and its state: Paid, Unpaid, Overdue or Draft.
- Send in chat: send the invoice PDF in the conversation, with its total, due date and a "View and pay" link to the Xero online invoice.
- Create invoice and Create customer in Xero from the panel.
- View in Xero to open the contact in Xero.
In Workflows
- Create invoice: create a Xero sales invoice for the contact; later steps can send `{{invoice.number}}` and other invoice details.
- Create customer: create the contact in Xero, or find the matching one.
Connect Xero in minutes
Go to Settings › Apps in Resool, click Connect on Xero and follow the steps. No code needed.
Read the setup guideFrequently asked questions
Can I connect more than one Xero organisation?
Each workspace connects to one Xero organisation, the one you pick when you sign in. To use a different one, disconnect and connect again.
Why can't I send a draft invoice?
Draft invoices aren't issued yet. Create the invoice as Finalized (issued), or approve it in Xero, then use Send in chat.
Why doesn't the panel find the customer?
Customers are matched by email or phone.
"Xero refused the connection"
The connection expired or was disconnected in Xero. Reconnect Xero from `Settings > Apps`.
More Accounting apps
FreshBooksConnect FreshBooks to Resool to see each contact's invoices and balance due in the inbox, create invoices and clients, and send invoice PDFs and share links in chat.
OdooConnect Odoo to Resool with the Resool app for Odoo to see each contact's invoices and balance due in the inbox, create customers and invoices, and send invoice PDFs in chat.
QuickBooksConnect QuickBooks Online to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers, and send invoice PDFs and payment links in chat.
WafeqConnect Wafeq to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers in Wafeq, and send invoice PDFs in chat.
WaveConnect Wave to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers in Wave, and send invoice PDFs and links in chat.
Zoho BooksConnect Zoho Books to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers, and send invoice PDFs and links in chat.Bring every customer conversation together
Start your free trial, or talk to our team and we will help you set everything up.