Integrations

Xero Accounting Software

Due to customer demand we have integrated QikBiz CRM with Xero. Xero is Online Financial Accounting software for businesses.
If you are a Xero customer and would like to have this enabled for you then please contact us.

We have integrated QikBizCRM with Xero in the following ways:

• View your customer's invoices in CRM without having to be logged in to Xero.
• Update your Xero "Contacts" as customers (organisations) in CRM. No need to update twice, CRM will update Xero for you.
• Click on an invoice in CRM and be taken directly to the invoice in Xero so you can make changes.

Using this integration means you can keep (or start) using Xero as your accounting software, and keep QikBizCRM as your customer relationship management solution. More integration with Xero is planned, and any suggestions are welcome.

If you have any questions or suggestions on our integration with Xero, please contact support@qikbiz.co.nz

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 real-time.
• 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.

How to Connect?

Login to QikBizCRM and go to Administration -> "API Queue & Info".
Click the Connect to Xero button (if not already connected) and follow the step-by-step process to connect.

More Info

For more information on the integration, check out the video to the right for an explanation of what you can do with the Xero integration and how to connect it. You can also find more videos on our YouTube QikBiz Channel.

QikBiz Email Marketing

Web-based Email Marketing Software for sending email newsletters through marketing campaigns. Our email marketing solution integrates completely with QikBizCRM so you can have complete control of your customers subscriptions without the worry of having to update both systems each time there's a change.

• Web-based Email marketing
• Integration with QikBizCRM
• Read Tracking
• Click Tracking
• Automatic Newsletter Scheduling
• Newsletter specific reports
• Unlimited mailing lists
• Unlimited subscription members
• 10+ Free templates and the ability to store your own templates for use at a later date.