Shortlist–Xero Integration
Overview
Shortlist’s Xero integration enables customers to share specific information between the two systems to leverage the Xero billing system suite.
By entering information in one system, actions can be taken in the other system to reduce time spent doing repetitive tasks like creating invoices, approving payments and more.
Features
Create Invoice
Automatically create an bill in Xero when an action is taken in Shortlist. Send information like payment amount, SOW information and more.
Payment ‘Approved’ Trigger
Trigger specific action in Quickbooks when your Shortlist payment status changes. For instance, auto-generate an invoice when the status changes to ‘Approved’.
Notify Xero User
Configure your Xero to ping appropriate finance staff when a new invoice is created in Xero. This can be triggered by several actions from within Shortlist.
Auto-approve Payments
When you create an invoice in Xero using the same email as a Shortlist contractor, the corresponding Shortlist payment will become ‘Approved’.
Coming Soon: Add Contractors to Xero
Everytime a payment is entered for a new vendor or contractor, a contact is created in Xero. Details of the contact are passed from their Shortlist profile.
Timesheet Approval Trigger
When a manager approves a timesheet in Shortlist, you can trigger an invoice to be created in Xero using the payment amount and type.
Shortlist x Xero Integration
Explore our tools for growing your network of contractors and talent.
Schedule a demoSimilar Integrations
Zoho Subscriptions
Smart payment gateways for subscription businesses.
Wave Financial
Financial services and online software for small businesses.
Square
Financial services company
Revolut
Business account platform for domestic & international payments
Recurly
Enterprise-class subscription billing management software.
PipeDrive
Cloud-based sales software company.