Integrate BoldSign and Xero
Easily sync your Xero contacts into BoldSign with no coding required. Keep your contact list automatically updated and improve your document workflow.
Trusted by 50,000+ businesses worldwide
6 reasons to connect BoldSign and Xero
Seamless Signature Workflow
Bid farewell to platform-switching and contact-detail hunting. Experience seamless integration that simplifies your entire document management process.
Auto-Synchronization
New contacts in your Xero account smoothly update in BoldSign. Enjoy always having the latest, most accurate info in your eSignature solution.
Secure End-to-End Process
Your sensitive data remains protected, giving you peace of mind that your valuable information is safe.
Collaboration Made Easy
Whether you’re sending contracts for e-signature or sharing documents with clients, your team has easy access to the right contacts. This streamlines operations and enhances collaboration.
Precision and Error-Free Workflow
Auto-synchronization eliminates repetition and reduces the risk of human errors from manual data entry.
Seamless Scalability
As your business grows, so does your contact list. From a handful to thousands, our system effortlessly synchronizes contacts, matching your business’s growth without sacrificing performance.
Get Started Today!
Connect BoldSign with Xero to auto‑sync contacts and simplify document preparation in BoldSign, reducing manual updates and improving efficiency.
Frequently asked questions
BoldSign automatically syncs contacts from Xero after you connect the integration. No manual import is needed. Your Xero contacts appear in BoldSign and can be used when sending documents.
To disconnect Xero from BoldSign, open your BoldSign account settings, go to Integrations, select Xero, and click Disconnect. The integration is removed immediately.
BoldSign’s Xero integration comes at no extra cost for users on paid plans. Free plan users will need to upgrade to access this feature.
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