SuiteFiles

Practice Manager , Xero HQ , Accounting , Documents

With SuiteFiles, you get a fully integrated document management system for managing all your files, emails and client documents in the cloud.

With SuiteFiles, you get a fully integrated document management system for managing all your files, emails and client documents in the cloud.

View integration details

About SuiteFiles

SuiteFiles makes file management in the cloud a breeze for small-medium businesses. It allows you to easily store and manage all your folders, files, emails and templates in one place. Utilising Microsoft's Office 365 cloud platform, SuiteFiles ensures the integrity and security of your file system, while still making it accessible and searchable. With a built in online backups tool, you'll never lose another file again!

SuiteFiles + Xero

SuiteFiles integrates with Xero to make it easier to manage your client files across the two systems. SuiteFiles syncs your client folders and files from the Xero Practice Manager documents tab and allows you to complete other folder actions from XPM, such as archiving a client and client folder simultaneously. You can also pull client data out of Xero to prepopulate file and email templates stored in SuiteFiles. Finally, when you complete actions in SuiteFiles, notifications will appear in Xero HQ.

Getting started

Xero customers can get a trial of SuiteFiles to test out the integration.

SuiteFiles + Xero HQ

Work more efficiently and accurately with your files. Know what actions are being taken in SuiteFiles directly from Xero HQ. And use templates in SuiteFiles to create documents or emails that are automatically populated with client data from Xero HQ.

Getting started

To connect SuiteFiles to Xero HQ:

  1. Log in to the SuiteFiles management portal.

  2. Click CRM connections.

  3. In Connect to Xero HQ, click the Connect button.

  4. Log into Xero HQ, select the practice, then click Allow access.

Click Enable Xero HQ.

Summary


Developer

Added on

01/06/2016

Support & Contact


Support

Website

Setup

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Integration details


Xero

Countries

Hong Kong, Malaysia, Philippines, Global, Australia, Ireland, United States, Canada, South Africa, New Zealand, Singapore, United Kingdom

Languages

English

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