Xero fast growing cloud based accounting package. The offer a great discount to non-profits and I found the transition form Quickbooks to be great. It would be great to build an integration to sync WA members to Xero contacts and also WA invoices to Xero invoices. I find both platforms productivity boosters. It would great if they could work together.
I fully support the need for integration with Xero. I've got two clients using WA, both using Xero. I'm looking at moving two others, but the lack of integration is actually holding me back on this decision. Double handling of membership invoicing is costly, inefficient and unnecessary in this day and age.
Having moved several clients onto both Xero and WA over the past couple of years, I have to say that lack of integration is enough of a pain to make me think twice about moving across to WA in future.
Aaron Drew commented
Want it, need it! I really hate having to manually import invoices for tax purposes or mess around with csv headings..
Daniel Friedman commented
1. Ability to map chart of accounts to key accounts between Xero and WA
2. Sync key contact information
3. Invoice generation (memberships, events, shop)
I have a client on Xero & Quickbooks - an integration with either or ideally both of these would be so great!!!
Sam, we have no special integration with Xero so far. This request has been filed some time ago, I merged your comment into it. So far, we have no specific plan to make it happen.
Hi This system looks just like what we are looking for but a big deciding question is does it integrate with xero accounting?
Any activity here will be after integrating with QuickBooks Online first, but at the moment we have no progress planned for both.
Oleg, Product Designer @ Payments Team
Pamela Bell commented
Hi, We're based in New Zealand where Xero has become the financial package. We use it and are looking to use WA for our Membership Org. Ideally, WA would integrate smoothly with Xero for Invoicing, payments, etc...
Is this likely soon?
In the feature you mentioned we cover more scenarios, like proper accounting for different events. However, it's still a general spreadsheet that you need to manually import to Xero. I'm not sure if export improvements will help you here - need to check your problems in more details
Oleg, Product designer @ Wild Apricot
calum mcgonigle commented
We would love to Xero integration as well. Will the financial reporting / exporting features that WA is currently working on (see wishlist under work in progress) make it easier to do an export / import into Xero?
Steven Jones commented
As a WA Partner I've now had several of our clients ask about Xero integration.
Xero has become very popular on our part of the world and I use Xero for my own business accounts.
For most enquiries the main consideration seems to be to simply be able to transfer data into the Xero accounting system to generate invoices and reconcile payments.
@Robert, If you want to integrate with Zipbooks, it's better start a new thread, so that other users could find and vote for it.
And you are right about using CSV export as starting method of transferring data from WA.
Oleg, Product designer @ Payments team
Robert Mann commented
We are now using bookkeeping services from Zipbooks.
Wondering is there any way to integrate with WA. Thinking about downloading CSV file then importing it. But will it work? I am confused.
As an organisation, we would love to see an integration of Wild Apricot with Xero to remove hassle and expense of having to export to Quickbooks
Jon, thanks for reaching us out.
Currently, we don't support Xero, neither we have any exact plans on this.
As a workaround I can suggest export/import of contacts and invoices using CSV format as described in Xero articles here: https://help.xero.com/ImportExport and our help here: https://help.wildapricot.com/display/DOC/Invoices#Invoices-Exportinginvoices
Hope this helps
Oleg, Product designer @ Payments team
Jon, I redirected your comment directly to our development team responsible for this area. It's up to them to decide what to do here. Thanks for the comment.
Jon Prue commented
@Evgeny - Xero has a large database of companies that integrate with them ( https://www.xero.com/us/add-ons/ ) - Ideally, I think just two main things to integrate:
1. Export invoices to Xero (so we don't have to enter them manually into our accounting software)
2. Possibly exporting our contacts into Xero (which may consequentially happen anyway after exporting invoices.)
Glenn Roberts commented
WA and Xero integration (contacts and financial transactions) would be of massive benefit to us
Looking for an API with Xero accounting service. At a minimum, I would like to keep WA members in sync with Xero contacts.
Since WA does not provide full accounting, it would be great to have an API with Xero or for that matter Quicken online.