Let’s be real—keeping track of your inventory while managing your accounting can feel like an endless game of whack-a-mole. One minute you’re updating invoices, the next you’re scrambling to adjust stock levels.
A stockout is a bad experience that'll haunt any customer. In fact, around $1.75 trillion is globally lost every year because of stock level mishaps and poor order management.
If you’re a small business owner wearing different hats for different tasks, the idea of simplifying your workflow probably sounds like a dream.
Well, that dream can become a reality by integrating Inflow with Xero. In this guide, we’re diving deep into how you can automate your inventory and accounting processes using Konnectify, saving you precious time and reducing errors.
Why Should You Connect Inflow with Xero?
Think of Inflow and Xero as the ultimate power duo for inventory management:
- Inflow is your go-to for inventory management, helping you track stock, scan barcodes, manage orders, and optimize stock levels so you’re never caught off guard.
- Xero takes the stress out of accounting, handling everything from invoicing to financial reporting and expense tracking.
When you link Inflow to Xero, you can automate repetitive tasks like updating stock levels after each sale, generating invoices for new orders, and keeping customer data consistent across both platforms. This means fewer manual entries, less room for errors, and more time to focus on your business goals.
Top Benefits of Connecting Inflow and Xero
Let’s break down exactly why integrating these tools is a game-changer:
1. Say Goodbye to Manual Data Entry
Stop wasting hours on repetitive tasks. Automate updates to your inventory and invoices, freeing up time for your team to focus on more important things.
2. Real-Time Syncing Across Platforms
With real-time syncing, your inventory levels and financial data are always up to date. Whether it’s a new sale or a restock, you’ll have the latest numbers at your fingertips.
3. Accurate Accounting and Inventory Management
Never worry about discrepancies between your sales and stock levels. By automating these processes, you ensure that everything is logged correctly.
4. Simplify Complex Workflows
Streamline your entire operation by automating the connection between your sales, inventory, and accounting. Let Inflow handle your stock and Xero take care of the financials—effortlessly.
How to Connect Inflow to Xero Using Konnectify: A Step-By-Step Guide
Are you ready to automate your workflows? Here’s how you can connect Inflow to Xero using Konnectify—and trust us, it’s easier than you think!
Step 1: Connect Your Apps
- Log into your Konnectify account. If you don’t have one yet, sign up—it’s quick and easy.
- Head to the app marketplace and search for Inflow or Xero.
- Click “Connect” on either apps and follow the prompts to grant access.
Step 2: Set Up Your Workflow
- Choose your Trigger: For instance, let’s say you want to update your inventory whenever a new bill is added in Xero.
- Define your Action: Select “Update stock levels in Inflow” or “Generate an invoice in Xero.”
- Customize your workflow to suit your needs, whether it’s creating invoices, syncing customer data, or adjusting stock levels with a quick barcode scan.
Step 3: Launch Your Automation and Track Performance
- Once everything is set, activate your workflow with a single click.
- Use Konnectify’s dashboard to monitor your automation in real-time and make adjustments when needed.
- Sit back, relax, and let Inflow and Xero handle the rest.
Practical Automation Workflows to Try
To help you get started, here are some smart ways to automate your processes using the Inflow and Xero integration:
1. Automatically Sync Stock Levels from Xero to Inflow
If you’ve just paid a new bill in Xero, automatically update your stock levels in Inflow. This ensures that your inventory is always accurate without lifting a finger. Here's some more tips from inFlow to handle stock.
- Trigger: New bill in Xero
- Action: Update stock levels in Inflow
2. Generate Invoices Instantly for New Orders
Let’s say a new order comes through your online store managed by Inflow. Instead of manually creating an invoice in Xero, automate the process so that an invoice is instantly generated.
- Trigger: New order in Inflow
- Action: Generate invoice in Xero
3. Keep Your Customer Data Synced Across Platforms
Every time you gain a new customer in Inflow, you can automatically create or update their contact details in Xero. This helps keep your records tidy and consistent. What's more, you can also upsell and cross-sell to your customers if you have good data on them across systems!
- Trigger: New customer in Inflow
- Action: Add or update contact in Xero
4. Use Barcode Scanners to Streamline Inventory Management
When you scan a product’s barcode, update your stock in Inflow and sync it with Xero for accurate financial tracking.
- Trigger: Barcode scan in Inflow
- Action: Adjust inventory in both Inflow and Xero
Real-World Use Cases: How Different Industries Can Benefit
The possibilities are endless when it comes to automating your workflows. Here’s how different types of businesses can benefit:
Retail Stores
If you run a retail business, connecting Inflow and Xero ensures you never miss a beat. Automatically update your inventory as sales happen, keeping your shelves stocked without the stress.
Wholesale Distributors
Managing bulk orders? Generate invoices in seconds as soon as new orders are processed in Inflow to avoid scrambling to create invoices manually—let automation handle it for you.
E-commerce Businesses
For online sellers using platforms like Shopify, you can seamlessly sync order data and customer data between Inflow and Xero, keeping everything in sync without the headache of updating sales, inventory and refunds manually.
Frequently Asked Questions (FAQs)
1. How easy is it to connect Inflow with Xero?
Super simple! With Konnectify, you don’t need any coding skills. Just select your apps, set your triggers, and watch it all come together.
2. What tasks can I automate using a inFlow Xero Connector?
You can automate most inventory management and invoicing workflows from syncing inventory levels, generating invoices, to updating customer data. You can even use barcode scanners to keep your stock levels accurate.
3. Is there a free trial for Konnectify?
Yes! You can get started with a free trial to explore all the features and see how it can transform your workflows.
Automate Your Inflow and Xero Integration Today!
Imagine what you could do with the extra time saved from automating your inventory and accounting processes. Connecting Inflow with Xero can help you streamline your operations, reduce errors, and focus on what matters—growing your business.
Ready to give it a shot?
Connect inFlow with Xero today!
.png)