The Power of PrintPLANR XERO Integration

What is PrintPLANR?

PrintPLANR is a powerful Print MIS (Management Information System) designed specifically for print businesses. It offers end-to-end solutions, including CRM, quoting, job management, order tracking, inventory, and more, streamlining business operations from a single platform.

What is XERO?

XERO is a leading cloud-based accounting software that simplifies financial management. It offers robust features for invoicing, bank reconciliation, payroll, reporting, and more, helping businesses effortlessly manage their accounts.

Integrating PrintPLANR with XERO eliminates the need for dual data entry. All critical business and accounting data sync in real time between both platforms, reducing manual errors and saving time. This seamless integration ensures that job and invoice information flows automatically, aligning your print operations and finances

Need XERO integration with other software?

As certified XERO Partners, we’ve successfully implemented integrations beyond PrintPLANR—tailored to various business needs. Let’s connect and build the perfect solution for you..

Get in Touch

Print MIS XERO Integration – How does it work?

XERO is one of the most widely used accounting platforms and is trusted by businesses worldwide. Connecting XERO with PrintPLANR Print MIS is seamless thanks to its easy-to-integrate APIs. This integration allows for effortless export of financial data from PrintPLANR to XERO, streamlining your accounting processes and eliminating manual data entry.

What Data is Exchanged Between PrintPLANR and XERO?

Accounting Codes

Accounting Codes

Chart of accounts and accounting codes from XERO are imported into PrintPLANR to maintain standardized financial categorization.

Customer & Supplier Data

Customer & Supplier Data

PrintPLANR and XERO sync customer and supplier contact details, ensuring consistency across sales and procurement processes.

Invoices & Paid Synch

Invoices & Paid Synch.

Invoices generated in PrintPLANR are automatically sent to XERO. When an invoice is marked as ‘Paid’ in XERO, the payment status is instantly reflected in PrintPLANR—keeping both systems in sync without manual updates.

Purchase/Bills

Purchase/Bills

Bills generated from purchases in PrintPLANR are automatically pushed to XERO as Bills. This ensures seamless tracking of vendor expenses and accurate financial reporting, eliminating the need for duplicate entries.

Get Started with Data Sync

Looking for More Advanced Features?

Features and Module Integration

Want to take your integration even further? We’ve got you covered.

  • Inventory Sync
  • Journal Entries Integration
  • Customized Data Mapping into XERO
  • Tailored Workflows & Custom Features

Whether you need help syncing additional modules or customizing how your data flows into XERO, we’re here to help.

PrintPLANR & XERO Integration - FAQ

Yes, the integration is built using secure API protocols, ensuring your data is safely transmitted and handled.

By default, we recommend using PrintPLANR as the system of record, with a one-way sync from PrintPLANR to XERO. However, invoice payment status is automatically synced back from XERO to PrintPLANR. Two-way sync can be enabled upon request.

The integration is ready to use and can be set up quickly with minimal configuration.

Yes, it is included, and for specific subscription plans, there are no additional charges.

We offer customization as part of the initial setup. Unless it involves a significant change, there’s typically no extra cost.

Absolutely! Click here to request a demo.

Yes, we can configure the integration to send data according to company type or structure, based on your specific business needs.

Yes, our team can help you set up your XERO account and configure it to meet your business requirements.

Yes, we offer migration support to help you smoothly import data from other accounting platforms into XERO.

Yes, the sync process can be automated to run at defined intervals or triggered based on specific actions.

Yes, we provide error logging and reporting so you can easily identify and address any sync-related issues.

Yes, if your PrintPLANR and XERO accounts are set up for multi-currency, the integration will handle currency data accordingly.

es, ongoing support is available. Our team is here to assist you with any questions or issues.

With PrintPLANR’s XERO integration, businesses report saving over 30 hours a month on financial admin tasks—while dramatically improving accuracy and reducing accounting errors.

90%

Reduction in Manual Data Entry Time

2x Faster

Invoice Processing from Job Completion to Accounting

95%

Accuracy in Data Transfer Between Systems

30+ Hours

Saved Per Month in Admin & Reconciliation

100%

Real-Time Sync for Invoices and Payments

PrintPLANR Integrates with Other Popular Accounting Software

In addition to XERO, PrintPLANR seamlessly integrates with a range of widely used accounting platforms to suit your business needs:

  • QuickBooks Desktop
  • QuickBooks Online
  • MYOB Cloud
  • Sage Cloud
  • Zoho Books

Don’t see your accounting software listed? No problem!
We can automatically generate CSV, TXT, or Excel files tailored to the import format of your preferred accounting system. This allows for quick and easy data import without manual entry and ensures compatibility and efficiency, even with systems that don’t support direct API integration.

Integration with Top Accounting Software

PrintPLANR – Your All-in-One Business Management Solution

PrintPLANR is built to provide a comprehensive, end-to-end solution for managing every aspect of your print business. Everything is seamlessly handled within our robust MIS platform, from CRM, estimating, and job management to purchases, deliveries, invoicing, and warehousing.

However, businesses often rely on additional tools to support their unique workflows. PrintPLANR is designed to integrate effortlessly with a wide range of external systems, offering flexibility and scalability as your business grows.

Available Integrations Include:

  • Accounting Software
  • Supplier Aggregators
  • CRM Platforms
  • Payment Gateways
  • Email Marketing Tools
  • Tax Calculators
  • Shipping Calculators
  • File Sharing Services
  • E-Commerce Platforms

And more....

Whether you want to enhance automation, reduce data duplication, or simply streamline your operations, our integration capabilities ensure everything works harmoniously.