As your business expands, your list of contacts naturally increases. Within BoldSign, you might frequently send documents for eSignature to valid existing contacts and contacts subsequently added, updated, or archived in Xero. However, manually inputting your contacts into BoldSign can be time-consuming. If your accounting team is already managing contacts through Xero, a widely used, cloud-based accounting software with tools to streamline financial operations, the BoldSign and Xero integration offers a streamlined solution to this challenge.
Imagine yourself as an HR professional tasked with sending onboarding agreement forms for signature to over 50 new employees who have joined your company recently. Their details are already in your Xero account. Without the BoldSign and Xero integration, this task becomes a time-intensive, manual ordeal. This integration simplifies the process.
Note: The Xero integration is available as a paid add-on for eligible paid BoldSign plans and costs $5 per organization per month. For the latest availability and pricing details, visit the BoldSign Xero Integration or Pricing page.
In this blog post, we’ll delve into the process of enhancing your eSignature workflow by integrating BoldSign with Xero.
Benefits of BoldSign and Xero integration
Let’s first explore the benefits of contact synchronization between Xero and BoldSign.
Auto-synchronization
Once you connect your Xero account with BoldSign, the auto-synchronization feature takes center stage.When Xero is connected, valid existing contacts are imported into BoldSign. Contacts added, updated, or archived in Xero are also reflected in BoldSign. This ensures that your contact database remains current and reflects the latest changes made in your Xero account.
Accuracy
Auto-synchronization eliminates the need for repetitive tasks and minimizes the risk of human error associated with manual data entry. The contacts are accurately transferred from Xero to BoldSign, saving valuable time for your team and streamlining your contact management processes. With automated updates, you can focus on your core business activities, knowing that your contact database is always up to date and accessible.
Collaboration made easy
The auto-synchronization feature ensures that all users within your organization have access to the updated set of Xero contacts in the company BoldSign account. Whether it’s sending out contracts for eSignature or sharing documents with clients, your team can easily access the relevant contacts, enhancing collaboration.
Data security and privacy
It’s essential to prioritize data security and privacy. Both Xero and BoldSign adhere to stringent security standards, ensuring that your contact information is safeguarded during the auto-synchronization process. Your sensitive data remains protected, giving you peace of mind that your valuable contact information is in safe hands.
Seamless scalability
As your business grows, so does your contact list. Whether you add a handful of contacts or thousands, the integration handles the synchronization process seamlessly, supporting your business’s growth without compromising efficiency or performance.
Integrating your Xero account with BoldSign
Follow these simple steps to connect your Xero account with BoldSign.
Connect to Xero in BoldSign
Look for the Xero app on the BoldSign integration page and click Connect to go to the Xero login page.
Log in to the Xero account
The connect button in the integration page will direct you to the login page of the Xero application. You need to enter the email address and password valid for your account and click Log in.
Approve the consent screen
Once you’re logged in, the consent screen will appear. Click
Allow access and Xero will be connected with BoldSign. You can see that BoldSign only requires access to the information related to your contacts. BoldSign will not require any other data from Xero.
Auto synchronize contacts
Once Xero is connected, any new contacts added in Xero will be automatically added to the connected BoldSign account every 24 hours. By automatically adding new contacts from Xero in BoldSign every 24 hours, you ensure that your organization stays well connected and up to date.
Disconnect the BoldSign account from Xero
If you no longer wish to sync contacts between Xero and BoldSign, you can disconnect the integration by using the Disconnect button. Please note that the disconnect option only stops further synchronization of contacts. The contacts already synchronized will remain in the BoldSign account.
Conclusion
Auto-synchronization of contacts using the BoldSign and Xero integration gives your team efficient contact management. By automatically adding new contacts from Xero in BoldSign every 24 hours, you ensure that your account stays up to date. Embrace the power of this intelligent integration to streamline your business communication, enhance collaboration, and achieve a higher level of productivity.
If you haven’t experienced BoldSign yet, take advantage of the 30-day free trial and begin your journey today.
We would love to hear your feedback on this! Let us know how this integration has contributed to your development experience. If you have any suggestions or questions, please feel free to share them in the comments section below or reach out to us through our support portal.
