https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_327a4361-7efd-42cd-96fb-f2da015db265/xerologohiresRGB300px.png

Xero HQ

by Xero Ltd

(32 ratings)

Turn emails into client notes in Xero HQ, directly from your inbox.

Turn important email correspondences into client notes in Xero HQ, complete with attached documents and tags. Make sure that important information sent to you by your clients via email is permanently stored against your client records, and visible to your Practice.

Note that you need to be a Xero Partner to use this add-in.

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_94c9f131-170d-49d4-9ffc-6f9d8caff8f7/notedetails.png
https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_4b559cd1-59bb-4dfe-b8df-0e68a0d3c9fd/Notewithattachment.png
https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_478de4a3-5a2d-498a-8a64-5d085a3d47e7/signinpage.png
https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_d52e8926-f1ac-482d-b958-fdac6b3af641/signinpage.png
https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_75037c8e-9e51-44e3-8c88-a942035367e2/savenoteannotated.png