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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.
Let’s first explore the benefits of contact synchronization between Xero and BoldSign.
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.
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.
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.
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.
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.
Follow these simple steps to connect your Xero account with BoldSign.
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.
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.
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.
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.
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.
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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