Xero: Our First Integration for Accounting Efficiency

The integration of PDFfiller with Xero represents a new type of synergy between your document management software and your favorite accounting platform that allows you to do end-to-end accounting and customer management without leaving your desk, touching a single sheet of paper, or ever losing important documents.

Last year Xero grew at 83% a year, and was used by 300,000 people. At PDFfiller we love stories of startups that disrupt markets by creating great products and we can’t think of any business with which we are prouder to work.

Xero is an online accounting software which lets you create invoices, quotes, bills and custom purchase orders.  With our new integration it’s now possible to import Xero documents into PDFfiller in the same way that you upload documents from your favorite cloud storage services! Once your invoices are within PDFfiller you can use all our great features to edit, annotate and sign, as well as eFax and send them to others for signature.

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Here’s how to get started.  You can access your Xero documents directly from our forms uploader.  Start by selecting the tab that says ‘3rd Party Connections’ and choose the Xero icon.  Once you give permission for PDFfiller to access your Xero data, you will be shown a window with a list of your invoices.

 

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If you click the checkbox next to the invoice you want, and then hit the ‘Export to PDFfiller’ button on the top right hand side of the window, the document will open in our forms editor ready for you to edit, sign, and share.  Any changes you make to the document will automatically be stored in your PDFfiller account.

You can also import your Xero contact list into PDFfiller’s address book, so you have all of your accounting contacts right at your fingertips. Click the ‘Export Contacts’ button, also on the upper right hand side of the invoice window, and your Xero contact list will be automatically imported into your PDFfiller address book accessible from My Account.  (Click here for more on using the contacts from your address book).

We understand that you need flexibility and efficiency in your workflow, and here at PDFfiller, we are working to make it as easy as possible for you to get paperless management for all your documents. We love what Xero does, and with our first integration for accounting efficiency, we want to make it even better!