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Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > App Reviews >

Workato

Started by Xero API -   in App Reviews |Other

5 out of 5 stars
 
Based on 4 user ratings
If you are a user of Xero and Workato, tell us how you are getting on and your experience so far. Any tips?

About Workato


Connect Xero with 100+ web applications in minutes. Get a 360-degree view of your business data across CRM, eCommerce, POS, Expenses & Accounting. For more information, check out Workato.

Tip

Remember if you have questions or need assistance with Workato, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Workato support centre or this page for information on connecting Workato to Xero.

Awful so far. We're trying to get Tradeshift to work with Xero, sending invoices over, and can't get it working at all. Support is minimal too.
 

Nick Coombes  

Brilliant app
 

Jordan Zoot  

The 2 winning features of Workato for me were 1. The ability to query for existing records in Salesforce (based on parameters in Xero) before updating/inserting records, and 2. The ability to apply transformations/formatting to the data during the process of sending it from Xero to Salesforce, e.g. re-format dates from MM/DD/YYYY to DD/MM/YYYY format because my two systems weren't setup to have the same format. Very powerful.
 

Greg Jarrett  

I'm very happy with this app - the customer service team were really responsive and very patient helping me learn how to build my recipes to transfer info from Infusionsoft to Xero to keep both in sync. Really worth the investment in time - now there's no more data entry (hurrah!)
 

Michelle Perkins  

A brilliant app that builds my Salesforce database from my Xero data and keeps it in sync... pure genius and makes re-marketing a breeze.
 

Ben Collins