Act! and Xero - United

Link Act! with Xero, the world's easiest accounting software! The Xact Link for Act! and Xero helps you operate more efficiently by eliminating dual entry of data and exposing most of Xero's functionality directly from Act!.

Act! is a great complementary product to your accounting system because it is specifically designed to help you manage communication and build relationships with your customers. You can use Act! to nurture your prospects, send email blasts and track communication between your staff and your customers then easily push them to Xero when they become customers using our addon.

Once contacts are in Xero you can still use Act! as your day-to-day customer manager and have the added ability to view Xero account details, raise invoices and more! All from within Act! - you don't even have to open Xero.

Not convinced? Try it now and experience Act! with Xero Link, no installations required!


lightbulb_help1.png

Need help connecting to Xero?
Scroll-down to watch the step-by-step video below -or- click here for our setup guide!


 Quick Links:

Features | Pricing | Download | Video & documents



Features

Act! desktop and web version:

  • Link any Act! contact(s) to an existing Xero customer / supplier contact

  • Create and update Xero contact record from within Act!

  • View customer and supplier invoices for a given Xero contact from within Act!

  • Import Xero contact records into Act!

  • Create customer and supplier invoices from within Act!

  • Filtered view of invoices that are familiar to Xero users

  • View, email, print, or save invoice PDF to Act! history and documents

  • Customisable Field Mapping between Act! Contact fields and Xero

  • Restrict individual Act! user access to Xero Link function and operations with User Access Control (managed through the desktop plugin)

Act! desktop version only:

  • New! Invoice multi-currency support

  • New! Change invoice Branding Theme

  • View, open and create supplier purchase order

  • Customer / supplier overview tab

  • Converts Act! opportunity to customer invoice

  • Apply payment to a customer invoice

  • Auto Link Wizard to quickly links your existing Act! and Xero contacts

  • Export multiple Act! contact records to Xero

  • Find ‘Linked contacts’ by lookup function

  • Support for Xero “Payment Terms” for both customer and supplier invoice

  • Administer / configure User Access Control

  • Import Xero inventory items to Act! for Time and Billing integration


Pricing

Note the pricing below does not include the Act! CRM software which you will need in order to use Xact Link for Xero.

Select your region:

Purchasing the subscription is done right inside our software; simply click Buy subscription in My Xact Account.  Click here for detailed instructions.


Download and Requirements

Test drive our product completely free for 14 days, fully-featured and no credit card required.

Latest version 2.95

Requires:

  • Desktop version: Act! 2014 and newer, including Act! 2019 / v21

  • Web version: Act! 2018 and newer, including Act! 2019 / v21

Alternatively, you could also book an interactive demo on our machine. Click here to fill in a short form to access our demo server - no installation required!


Videos

Product Brief

setting up xero authentication

  • 0:00 - Public authentication

  • 0:40 - Private application setup



Documents