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Video: Tutorial Series
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Workbot for Slack
Mon, Dec 14, 2015 at 10:52 AM - Want to sync Infusionsoft and Xero but don't know how to get started? Check out our ebook to find out all you need to know about our Infusionsoft-Xero Connect available on the Infusionsoft Marketplace. Download ebook:
[Video]: Infusionsoft-Xero Connect Overview
Mon, Dec 14, 2015 at 10:44 AM - Get an overview on this app, and instructions on how to get started. Get this app on the Infusionsoft Marketplace!
[Video]: Sync Infusionsoft & Xero Contacts
Tue, Jan 26, 2016 at 12:42 PM - Learn how to sync Contacts between Xero and Infusionsoft in this quick video tutorial.
[Video]: Sync Infusionsoft and Xero Invoices + Payments
Wed, Dec 16, 2015 at 8:33 AM - Learn how to automate new and updated invoices and payments between Infusionsoft and Xero in this tutorial video!
[Video]: Sync Infusionsoft and Xero Products and Items
Mon, Dec 14, 2015 at 10:48 AM - In this Quick Tutorial, you will learn how to sync new and updated products and items between Infusionsoft and Xero!
Updated Item Order to Xero Invoice Error : Item code cannot be more than 30 characters long
Tue, Mar 29, 2016 at 1:56 PM - Hi there, this is Adam here from Customer Success. Today we are going to take a look an issue that were probably faced by many users on this : This error means that when transferring the invoice's items, the item name was too long to be stored in Xero. Xero implemented a str...
Purchasing IS-XERO App
Thu, Mar 31, 2016 at 2:51 PM - If you have arrived at Workato from Infusionsoft or Xero's Marketplace, and the pricing listed on the marketplace don't seem to be matching with what you see here. Fear not! All Integration Apps are still at the offered price, and here is an animation to show you how you can purchase t...
Receiving Email Notifications
Thu, Apr 14, 2016 at 12:49 AM - These IA apps are predefined recipes that does the syncing in a very specific ways. The team has greatly thought out many scenarios where your contact may cause failure because it has been missing a certain data or does not meet a certain criteria that is required to sync over. One of the exampl...
Infusionsoft : Please enter non-Remarketable contact
Fri, Aug 4, 2017 at 12:09 PM - Infusionsoft : Please enter non-Remarketable contact What does it mean : It means that the contact referred has already been consented into email marketing, and cannot be made marketable again. This usually happens on Step 8 of New QuickBooks Customer to Infusionsoft Contact Reso...
Customising your recipes
Fri, Apr 15, 2016 at 2:27 AM - If you find that the way your recipes are syncing is not as per your requirements, you can always change the way the recipe works. To customise your recipe, simply go to your app interface, and click on customise on the recipe that you'd like to change. You will then be able to remo...
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