Xero makes it easier to work with Outlook emails

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Xero makes it easier to work with Outlook emails

The cloud accounting system adds integration with Office 365's Outlook and Outlook.com.

Following the integration of Xero and Microsoft Power BI, the cloud accounting system is now gaining integration with Microsoft Outlook.

Microsoft's Outlook REST APIs (application programming interfaces) provide developers with a simple way of accessing mail, calendar and contact information from Outlook.com and Office 365's Outlook. Xero is taking advantage of this capability in various ways.

Examples include being able to attach an email from a customer to a quote, or being able to see how much a customer owes while writing an email – all from the one screen, without switching between Xero and Outlook.

It also makes it easier to store email attachments in Xero, or to turn the content of an email into a Xero note.

The association between the two systems is made via the customer's primary email address as stored in Xero. So if you routinely communicate with more than one person at a customer or supplier, you may want to create additional contact records.

Being able to access relevant emails while using Xero is a potential timesaver. "More than 75 percent of small business communications is via email," said Craig Walker, Xero's chief technology officer.

"This integration will enable small businesses to be more agile, to keep track of what their customers have asked for, what they've purchased recently and whether they owe money."

Xero also offers Office 365 users an Outlook add-on that displays a contact's financial information.

Late last year the company released integration between Gmail and Xero.

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