Integrating XBert with Xero is fast and easy.
Open the XBert app for the first time then you’ll be sent to the Xero log in screen and prompted to integrate your Xero account. When using XBert, any alerts you receive must be fixed within Xero. Once the underlying issue is fixed, the XBert will show as resolved after the next data sync, and then you can file that XBert away. XBert only reads your Xero data and can’t make any changes, i.e. the syncing is one-way. We only store the data needed to provide you with the relevant XBert notifications, and this data is stored in an encrypted database.
XBert connects with these key Xero entities: Journals, Users, ProfitLoss, Invoices, Bank Transactions, Bank Statements. Accounts, Organisations, Credit Notes, Bank Transfers, Payments, and Contacts.