Xero is an online accounting software that allows small businesses to take complete control over their cash flow and their finances. Use Xero’s time-saving tools to process invoices, manage your bills and expenses, reconcile transactions, and run your business on the go.
Zuora is a subscription management tool that allows companies to manage every aspect of their subscription business and automate their customer lifecycles - all from a single platform. This allows businesses to keep up with fast-changing market strategies and maintain their ongoing subscriber relationships.
Popular Use Cases
Bring all your Xero data to Amazon Redshift
Load your Xero data to Google BigQuery
ETL all your Xero data to Snowflake
Move your Xero data to MySQL
Bring all your Zuora data to Amazon Redshift
Load your Zuora data to Google BigQuery
ETL all your Zuora data to Snowflake
Move your Zuora data to MySQL
Xero's End Points
Retrieve, add, update, or attach files to contacts in a Xero organization. Then, enrich and integrate this data to get accurate insights and send targeted communication.
Take full control of your financial accounts: attach files, archive accounts, update details, delete accounts, and more. Use this information to get a well-rounded understanding of your financial standing and make any necessary strategic improvements.
Add, update, retrieve or delete both tracked and untracked items in your inventory. This will give you a better idea of what’s selling, what’s not, and where you should take your business.
Create, update, delete, void, and retrieve sales invoices or purchase bills. Monitor this data and use it to gain a clearer view of your expected revenue gains and losses. This, in turn, will help you to run accurate predictive analyses.
Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.
Refund credit notes, reverse a payment, apply payments to approved AR and AP invoices, and refund prepayments and overpayments. Then, use your payment data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Review your most commonly viewed reports in Xero, and use data to improve your efficiency and gain actionable insight.
Zuora's End Points
Zuora Payment Methods
Get details about any payments that were sent to Zuora accounting, including the payment date, amount, and any unique identifiers that are associated with it. This will help you create more detailed and accurate sales analytics.
Retrieve data about any accounts that you have in Zuora - bank accounts, CRM, ERP - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall performance.
Automate even the most complex revenue processes and accurately account for all of your business costs in order to have comprehensive accounting and more accurate reporting, forecasting, and projections.
Track which clients are subscribed to which plans, as well as when they subscribed, when they canceled, and how many users they are subscribed with. This field also allows you to track charges associated with those subscriptions so that you can monitor the revenue that they generate.
Track all bank transactions that are captured by Zuora, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, and type of transaction - to better understand your finances and see if any changes need to be made.