Xero now integrates with the Microsoft Outlook REST API, allowing small businesses to get a single, 360 degree view of all interactions with their contacts and customers.
This integration will help businesses keep track of customers, spot opportunities and stay on top of issues.
According to research, around 75% of a business’s key information - including documents, contacts and commitments - are in email. With this integration, small business customers are able to have real-time access to Outlook emails without leaving the Xero environment.
“This integration gives small businesses a streamlined view of customer interactions without having them switch between Outlook and Xero – in other words, it empowers small businesses to work smarter and more seamlessly.” says Rob Howard, Director Office 365 Ecosystem at Microsoft.
Small businesses can also initiate new quotes from within Xero and attach their customer’s email as a record. Once customers have emailed to confirm an order, small businesses can then invoice – all while staying within Xero.
From within Office 365, a direct feed from Xero allows customers to see the financial position of that customer - what was purchased and what is owed – and tap into their Xero contact information without having to switch screens.
The Outlook REST API integration is just one of the ways Xero is working with leading technology companies to help small businesses streamline their everyday operations.
Earlier this year, Xero announced an integration with Microsoft Power BI to offer small businesses an easier way to quickly connect with, and gain insight from, their business data through the deep visualization tools & rich reports available on every device.