Xero links with Annature to keep your address book up to date with your Xero contacts. This means you can send documents for signing without typing out names and emails again. Your contacts sync daily so you always have the latest details ready to go.
The Xero integration syncs your Xero contacts into your Annature address book on a daily basis. When you need to send a document for signing, your contacts are already there — no manual entry needed. The integration also feeds invoice details into Annature when using Annature Payments, so you can link payments to Xero invoices directly.
Your Xero contacts sync into your Annature address book. Pick who you need and send documents without manual entry.
Your Xero contacts refresh every day. This keeps your address book tidy and up to date.
Send envelopes straight from Annature using your synced Xero contacts. No more copy-pasting details or updating lists by hand.
Step-by-step guide to linking account.
Next, Click Connect under Xero.
You'll be redirected to your Xero account. Log in to your account if you aren't logged in already.
You will be prompted to allow Annature access to your Xero account. Simply click on Allow access to complete the connection.
Shortly after you will be returned to the Annature integrations page, and the Xero integration card will be updated to show that Xero has now been connected.
Lastly, click Import contacts. A window will appear asking if you want to share the contacts with other users in your organisation or group. If you prefer not to share them, click Continue. Otherwise, you can select the sharing option that suits your needs by toggling the switch beside it.
Annature auto-syncs client and contact data from XPM. When you send documents or agreements from Annature, names, email addresses, and mobile numbers are auto-populated, reducing the chance of manual errors.
Annature integrates with Xero, Xero Practice Manager, Xplan, HubSpot, Zoho CRM, Close CRM, MYOB Practice Management, FYI, Worksorted, Mailchimp, Pinch Payments, and more. We're continually expanding our integration network.
Yes. Our integrations are designed to be straightforward, so you can connect your tools without needing IT expertise.
Yes. Our API lets developers build custom workflows and embed Annature directly into their own systems.
Yes. Annature has pre-built integrations with platforms like HubSpot, Zoho CRM, Close CRM, Xero Practice Manager, Xplan, and more. You can also use the API to build custom connections.
Schedule a free product demonstration with someone from our friendly on-shore sales and support team to learn more about Annature and our platform.
“Annature quite quickly became the first on the list to recommend to all my clients because of how well it worked for us. It looks beautiful. It’s easy to use. It scales properly on the phone.”
