Integration

Robyn's Avatar

Robyn

24 Mar, 2015 12:23 AM

Hi There,

I was just wondering if you integrate with Xero accounting software.

Thank you

  1. Support Staff 1 Posted by Seth B on 24 Mar, 2015 12:47 AM

    Seth B's Avatar

    Hey Robyn,

    No we don’t integrate with Xero at the moment. What are you looking for? Perhaps I can assist…

  2. 2 Posted by Robyn Stonefiel... on 24 Mar, 2015 12:56 AM

    Robyn Stonefield's Avatar

    Thanks for your quick response Seth!

    We are looking for a site just like Cashboard, i really like the look of your site and I am just having a play with the features at the moment. Unfortunately, the software that we signup with needs to integrate with Xero. Our company is committed to Xero so I can’t make them budge.

    I have had a look at the integration apps like Pipethru and Zapier, however they are not very cost efficient for us at this time.

    Would it perhaps be something that you might integrate with in the future?

    Kind Regards,

    Robyn Stonefield
    Account Manager

    Level 1, 105 Reservoir Street
    Surry Hills NSW Australia 2010
    P + 61 02 9280 2007
    M +61 0427 058 895
    co-partnership.com <http://co-partnership.com/>
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  3. Support Staff 3 Posted by Seth B on 24 Mar, 2015 01:00 AM

    Seth B's Avatar

    We’re always open to new integrations, but to be quite candid that’s not at the top of our list currently.

    However, it it is a “must have” - and if you have any tech people on your team - you could write a connector with our API to their API I’m guessing. Information on our API is available at https://api.cashboardapp <https://api.cashboardapp/>.com

    Otherwise, we might not be the best solution for you at the present.

  4. 4 Posted by Robyn Stonefiel... on 24 Mar, 2015 01:17 AM

    Robyn Stonefield's Avatar

    Thanks Seth!

    I will be in touch if its possible. Otherwise i appreciate your help and please do let me know if it will integrate in the future.

    Many thanks,

    Robyn Stonefield
    Account Manager

    Level 1, 105 Reservoir Street
    Surry Hills NSW Australia 2010
    P + 61 02 9280 2007
    M +61 0427 058 895
    co-partnership.com <http://co-partnership.com/>
    –––––––––––––––––––––––––––––––––––––––
    DISCLAIMER: This e-mail and any attachments
    contain privileged and confidential information.
    If you are not the intended recipient, you may
    not distribute or reproduce this e-mail or the
    attachments. If you have received this message
    in error please contact the sender immediately
    and delete the material.

  5. 5 Posted by Alicia Laing on 16 Mar, 2016 06:05 AM

    Alicia Laing's Avatar

    Hi Seth
    Any update on this? I would love to see invoices go through to Xero or some way to export them as a CSV file so I could import them.
    Cheers,
    Alicia

  6. Support Staff 6 Posted by Seth B on 16 Mar, 2016 11:03 PM

    Seth B's Avatar

    Alicia,

    You can always export invoices and other things to CSV by using the “Export data” button while viewing a list of documents in Cashboard. If you go to Income > Invoices you can download a CSV there using that button.

    - Seth

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