It is possible to carry out tasks in Xero programmatically. Xero can be integrated into web application software.
Do you require custom integration of Xero into an application?
Invoices
One implementation is creating or updating invoices automatically.
If you have a system which calculates costs and then needs to generate the invoice then this can be built. This can be run with a scheduler to enable automation and ensure that the invoices are created at the specified times.
Contacts
Syncing contacts between two apps can be one-way or two-way; it depends on the app.
Custom connections
We created a project for a CNC company to optimise their workflows.
It started as a web application to generate and attach route cards to invoices in Xero. It has since had additional modules added.
The client wanted a user interface where they could select an invoice from Xero. Then they can select the products processed.
From here they can generate a route card PDF. This contains the invoice number and products.
There is then a dropdown for the technician to select their signature. Then there is a button to sign the route card PDF and attach it to the Xero invoice.
The web application is built with .NET, and JavaScript and hosted on a secure server. The application has secure login functionality. There is a database to store details of the generated route cards.
Delivery note OCR processing
The client wanted to replace the manual process of scanning invoices and manually attaching them in Xero.
We build an app which scans a Windows folder so when the client scans a document it is detected in the folder.
Once a file has been detected it is processed by the app, and OCR is performed to get the delivery note number. This number is used to locate the invoice in Xero. The delivery note is then attached to the invoice in Xero.
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