Empower end users to custom report & securely access Xero Online data anywhere
Popdock lets you empower your end users to access, work with, and take action on data from anywhere in the app where they work. Make Xero data easier to work with, relevant, and more convenient for the end-users who need it.
With Popdock, you can:
Virtual Integration means that you’re able to embed data (using Popdock widgets), allow users to work with the data, and take action. Popdock widgets allow you to embed any data in other applications as an iFrame. In the case of Xero data, a very popular use case is embedding Xero transactions in CRM on the related customer’s account record.
With Popdock widgets, you can Virtually Integrate any Xero data with other apps. Learn more about different ways to present data where your team works.
Popdock changes the reporting experience, it allows end users to create and customize their favorite reports with some pretty intuitive features that don’t require being data scientist:
The best part is that users have a universal interface and way to query any data, not just their Xero data. Popdock includes connectors for a variety of business apps as well as universal connectors to databases and cloud applications via API’s.
Popdock includes powerful options to combine data, add restrictions, variables, and calculations. Join, merge, compare, and summarize data across Xero tables and with other cloud and on-premise applications you use.
Some examples of combining Xero data include:
CRM + Xero:
Combine data from multiple tables in Xero
Combine data from multiple Xero environments
Xero + Legacy system data reporting
Popdock lets you create lists that include data from multiple tables and multiple sources, if you’d like. With the Xero connector, you can provide access to any data that’s available via the Xero Online API.
There actually isn’t connector-based pricing. All of the available Popdock connectors are available with the purchase of every Popdock Plan. You can set up as many reports, connectors, and Popdock widgets as you’d like in all of the pricing plans. Learn more about pricing here
Yes, the Export to Excel option can be turned on for any Popdock list and can also be made available within Popdock widgets. One Popdock app we highly recommend is the Popdock add-in for Microsoft Excel, which allows the end user to select any Popdock list favorite available to them to bring the data into Microsoft Excel.