Zendesk Xero App


Zendesk Xero App by Cloud Elements

1. Key Benefits

The Zendesk Xero App by Cloud Elements allows customer service representatives instant access to your Customers' current account status in Xero. The Zendesk Xero App looks up the current customer from new and existing contacts in Zendesk. When the Zendesk ticket is clicked, customer lookup automatically occurs in Xero. When a customer is present in Xero, the integration brings up the existing Xero Account profile of the caller, including:

  • Contact information: Billing/Shipping address, phone numbers, custom contact information
  • Transactions:
    • Invoicing: Most current invoice, due date, amount, and total account balance
    • Payments: Review current transactions for payments, payment reference numbers, source and amount

The  Zendesk Xero extension helps minimize time wasted searching for customer account information when asking customers for information on their account status. This results in maximizing the productivity of your interactions and keeps the focus on creating positive customer experiences.

  • Automatically retrieve customer account data from Xero
  • Review account balance, recent payments, and invoices.
  • Customer billing/shipping information is readily available along with important contact data.
  • Increase the efficiency of your Customer Service staff
  • Enhance customer satisfaction!

2. Cloud Elements Integration Platform

Cloud Elements’ integrations help your app instantly share data with other applications in the cloud, without placing the work of integration on the business or user who purchased the app. Using Cloud Elements Hubs, including Documents, CRM, Marketing, Help Desk, Messaging and Finance; one uniform API connects you to many cloud services.

3. What is Xero?

  • Xero is easy to use online accounting software that’s designed specifically for small businesses.
  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

4. How to Install

Please see detailed Zendesk Xero App: Installation and Use

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