Act! and Xero - United

Link Act! with Xero, the world's easiest accounting software! The Xact Link for Act! and Xero helps you operate more efficiently by eliminating dual entry of data and exposing most of Xero's functionality directly from Act!.

Act! is a great complementary product to your accounting system because it is specifically designed to help you manage communication and build relationships with your customers. You can use Act! to nurture your prospects, send email blasts and track communication between your staff and your customers then easily push them to Xero when they become customers using our addon.

Try Xero for free!

Try Xero for free!

Once contacts are in Xero you can still use Act! as your day-to-day customer manager and have the added ability to view Xero account details, raise invoices and more! All from within Act! - you don't even have to open Xero.

 

Not convinced? Try it now and experience Act! with Xero Link.

 Quick Links:

Features | Pricing | Download | Video & documents


Features

Live Integration:

  • Link any Act! contacts to an existing Xero customer and supplier contact

  • Dashboard overview showing recent transactions and overdue amounts

  • Create and update Xero contact from within Act!

  • Live connection means all information are factual and current, no sync!

Sales and Purchasing

  • Filtered view of transactions that are familiar to Xero users

  • Create customer quote and invoice

  • Create supplier bill and purchase order

  • Save PDF to Act! history and documents

  • No need to import Xero product items to Act!

Advanced features:

  • Multi-currency support for all types of transactions

  • Support for Xero Payment Terms for invoices and bills

  • Change invoice Branding Theme

  • Restrict individual Act! user access to Xero Link function and operations with User Access Control

  • Import and export multiple Xero contacts

  • Converts Act! Opportunity to customer quote or invoice

  • Import Xero product items for Act! Opportunity integration

  • Customisable Field Mapping between Act! contact fields and Xero

  • Apply payment to a customer invoice

  • Perform Auto-Link to quickly links your existing Act! and Xero contacts

  • Perform lookup for all linked contacts

Pricing

Note the pricing below does not include the Act! CRM software which you will need in order to use Xact Link for Xero.

Select your region:

Purchasing the subscription is done right inside our software; simply click Buy subscription in My Xact Account. 

Download and Requirements

Test drive our product completely free for 14 days, fully-featured and no credit card required.

Latest version 3.41

Requires:

  • Act! 2014 (for desktop) and newer, including Act! 2022 / v24

If you don’t already have Act, click here to download Act! Premium v22 (includes 30 days trial)

Videos

Product Brief


About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

Documents