All Collections
Xero and Upflow
How do I connect Upflow to Xero?
How do I connect Upflow to Xero?

A quick set-up guide to help you integrate Xero into Upflow

Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Why connect Upflow to Xero?

By connecting Upflow to Xero, your invoices, customers and payments data which are used to power your collection workflows will always be uptodate.

How does it work?

Synchronization is always one way: from Xero to Upflow. What that means is that if you need to update an invoice or customer, you should be doing that by using Xero.

However, you are free to create and edit contacts, collection workflows, notes and other information that are related to your collection process directly from within Upflow.

Getting started

Getting started couldn't be easier, all you have to do is to create an account by clicking the link below. After that, just create an account with your work email, select your integration (Xero), enter your credentials and that's it, you'll be up and running within 5 minutes.

Did this answer your question?