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Enhance Your eSignature Workflow with BoldSign and Xero Integration Banner

Enhance Your eSignature Workflow with BoldSign and Xero Integration

As your business expands, your list of contacts naturally increases. Within BoldSign, you might frequently send documents for eSignature to new contacts. 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.

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. Any new contacts added to your Xero account are automatically and seamlessly imported into your BoldSign account every 24 hours. 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.
Connect Xero with Boldsign Integration

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.
Login Xero

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.
Approve consent screen

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.

Disconnect from Xero

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.

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Meikanda Nayanar

Meikanda Nayanar

A veteran product manager at BoldSign, boasting a decade-long journey as a .NET developer. With a rich history of leading product development across diverse technologies like Windows Forms, WPF, UWP, Xamarin.Forms, Flutter, and MAUI, Meikandan brings a unique blend of technical expertise and strategic insight to the table.

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Meikanda Nayanar

Meikanda Nayanar

A veteran product manager at BoldSign, boasting a decade-long journey as a .NET developer. With a rich history of leading product development across diverse technologies like Windows Forms, WPF, UWP, Xamarin.Forms, Flutter, and MAUI, Meikandan brings a unique blend of technical expertise and strategic insight to the table.

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