Integrate BoldSign and Xero

Wave goodbye to jumping between platforms to collect signatures. With BoldSign and Xero integration, everything seamlessly aligns—no coding required.

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6 reasons to connect BoldSign and Xero

Seamless Signature Workflow

Seamless Signature Workflow

Bid farewell to platform-switching and contact-detail hunting. Experience seamless integration that simplifies your entire document management process.

Auto-Synchronization

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

Secure End-to-End Process

Your sensitive data remains protected, giving you peace of mind that your valuable information is safe.

Collaboration Made Easy

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

Precision and Error-Free Workflow

Auto-synchronization eliminates repetition and reduces the risk of human errors from manual data entry.

Seamless Scalability

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!

Integrate BoldSign with Xero to simplify your document management process. Say goodbye to manual document handling!

Frequently asked questions

In BoldSign, go to Settings → Integrations → Xero, click Connect, sign in to Xero, and allow access. Your Xero contacts will automatically sync to BoldSign every 24 hours, making it easier to select recipients when sending documents for e-signature.
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 unlock this feature. Once enabled, you can streamline your workflow by sending and tracking eSignature documents directly from Xero without any hidden charges.

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