Integrations / Xero
Xero Call Integration with CircleLoop
Add the power of CircleLoop to Xero to streamline your workflows and simplify communication with customers & suppliers. Our Xero integration leaves you with more time to run your business.
What is Xero?
Xero is a world-leading online accounting software built for small business.
- Get a real-time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click OK to reconcile.
Integrating your phone system with Xero lets you take your accounting software to the next level. While Xero lets you have all your contacts and transactions in one place, adding CircleLoop lets you actually contact them without having to leave the platform.
How does CircleLoop integrate with Xero?
Xero gives you an overview of all your contact’s invoices, payments, emails and a full sales history. While your contact’s details will be displayed you won’t actually be able to call them directly or find information on how regularly you’ve chased or contacted them, but that’s where CircleLoop’s integration can help.
Our Xero integration gives you all the benefits of a cloud-based phone system on top of Xero’s existing functionality. You can call people in the platform, see full call analytics for a contact or team member and a whole host of other useful features.
Benefits for your accounting team
Instantly know who’s calling
As all your Xero contacts sync automatically with CircleLoop you’ll always know who is calling, whether they’re within your business or an external contact. This means you’ll always be prepared for the call, with all that contact’s information and a link to their notes being displayed.
Better invoice management
There’s no need to leave the Xero platform to speak to clients. All of your calls can be made or received in-app, which means you have better oversight of your invoices, customers and sales. Easily track a contact’s transaction history alongside contact dates.
Access call analytics for the full story
All calls are logged automatically in CircleLoop, then assigned to a contact in Xero. This information includes answer rate, call length, attempted calls and more, so you’ll have full oversight of your transactions and invoices. Full call analytics is available in CircleLoop too.
Add notes to calls, contacts and invoices
You can add notes to your contacts and invoices while you’re making calls with CircleLoop, to give you a better understanding of the wider picture.
Call your Xero contacts on the move
As CircleLoop is completely app-based you can call your Xero contacts when you’re out on the move. This means you can chase an invoice from anywhere you can access the internet. Calls work best through our desktop apps but you can also make contact through our smartphone apps too.
Record important calls
If you’re concerned about a particular invoice and you’ve had to chase multiple times, you can also add call recording at no extra charge. These recordings can be added to a contact as a note.
Smart features that save you time and money
Add a Platinum, Gold, Silver or Bronze number to your CircleLoop account
Desktop and Mobile Apps
As a cloud-based phone we run using VoIP (voice over internet protocol), so you can make and receive calls on your mobile or desktop.
CircleLoop can sync up with deskphones, so if you still need a physical phone presence we can help there too.
Port your old number over to CircleLoop, so you haven’t got to worry about losing key inbound prospects.
While our apps lessen the worry of missing a call, we offer voicemail transcribing for any voicemails left to your CircleLoop numbers.
Out of Hours Routing
Set the days and times you are available, route calls to another team, menu or external number
Transfer calls to another team, menu or another user
All voicemails can be converted to text and sent to your activity feed or email
Every user gets their own conference room, to arrange group calls with ease
Call recording lets your sales team learn from their mistakes and improve their calls, plus they don’t have to worry about taking note or missing a detail.
Call Greetings & Menus
If people need to return your sales calls, you can set up in-call menus to direct callers to the right place.
Send inbound calls to mobile phones or other landline numbers