Flexible Xero Reporting and Integration

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.

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With Popdock, you can:

• Combine Xero table data + data from other apps
• Use an intuitive to interface to add as many filters as you’d like and work with Xero data
• Share data with other people in your company that you don’t necessarily want logging into Xero
• Embed related data in Xero or embed other data in Xero

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Virtual Integration for Xero

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.

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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.

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Empower Xero end-users to get to the details.

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:

• Unlimited filtering with advanced comparison options –periods (daily, monthly, quarterly, annual options) and compare to other data
• Search
• Add/Remove Columns
• Group/Subgroup
• Quickly create charts
• Share, tag, and export
• Use any lists in the Popdock Add-in for Excel
• Enable an API endpoint for any Popdock list to use in Power BI or Tableau

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.

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Combine Xero with other data and create custom reports.

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.

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Some examples of combining Xero data include:

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CRM + Xero:  

• Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month, year-to-date, this quarter, etc.
• ROI & spend related to campaigns
• Commission reporting

Combine data from multiple tables in Xero

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Combine data from multiple Xero environments

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Exception reports:

• Any place where data may be missing
• Data not integrated between Xero and your other apps

Xero + Legacy system data reporting

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