{"id":24001,"date":"2025-01-22T14:20:50","date_gmt":"2025-01-22T14:20:50","guid":{"rendered":"https:\/\/smarterbusinessprocesses.com\/?p=24001"},"modified":"2025-01-28T17:46:32","modified_gmt":"2025-01-28T17:46:32","slug":"airtable-x-xero-integration","status":"publish","type":"post","link":"https:\/\/smarterbusinessprocesses.com\/airtable-x-xero-integration\/","title":{"rendered":"Airtable x Xero integration shows 20% savings of monthly admin time","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"\n<div class=\"wp-block-stackable-columns stk-block-columns stk-block stk-489fa69\" id=\"Video-centred\" data-block-id=\"489fa69\"><div class=\"stk-row stk-inner-blocks stk-block-content stk-content-align stk-489fa69-column\">\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-82394dc\" data-v=\"4\" data-block-id=\"82394dc\"><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-82394dc-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-82394dc-inner-blocks\">\n<div class=\"wp-block-stackable-columns stk-block-columns stk-block stk-e22e41f\" data-block-id=\"e22e41f\"><div class=\"stk-row stk-inner-blocks stk-block-content stk-content-align stk-e22e41f-column\">\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk--hide-tablet stk--hide-mobile stk-block stk-c6aba92\" data-v=\"4\" data-block-id=\"c6aba92\"><style>@media screen and (min-width:690px){.stk-c6aba92 {flex:var(--stk-flex-grow, 1) 1 calc(10% - var(--stk-column-gap, 0px) * 2 \/ 3 ) !important;}}<\/style><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-c6aba92-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-c6aba92-inner-blocks\">\n<p><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-5fab967\" data-v=\"4\" data-block-id=\"5fab967\"><style>@media screen and (min-width:690px){.stk-5fab967 {flex:var(--stk-flex-grow, 1) 1 calc(80% - var(--stk-column-gap, 0px) * 2 \/ 3 ) !important;}}<\/style><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-5fab967-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-5fab967-inner-blocks\">\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-8468c0f\" data-block-id=\"8468c0f\"><figure><span class=\"stk-img-wrapper stk-image--shape-stretch\"><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-24002 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large.jpeg\" width=\"1080\" height=\"1080\" alt=\"Integration with Airtable and Xero\"\/><noscript><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-24002 lazyload\" src=\"https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large.jpeg\" width=\"1080\" height=\"1080\" alt=\"Integration with Airtable and Xero\" srcset=\"https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large.jpeg 1080w, https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-300x300.jpeg 300w, https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-1024x1024.jpeg 1024w, https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-150x150.jpeg 150w, https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-768x768.jpeg 768w, https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-65x65.jpeg 65w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/><\/noscript><\/span><\/figure><\/div>\n\n\n\n<p><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk--hide-tablet stk--hide-mobile stk-block stk-89593be\" data-v=\"4\" data-block-id=\"89593be\"><style>@media screen and (min-width:690px){.stk-89593be {flex:var(--stk-flex-grow, 1) 1 calc(10% - var(--stk-column-gap, 0px) * 2 \/ 3 ) !important;}}<\/style><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-89593be-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-89593be-inner-blocks\">\n<p><\/p>\n<\/div><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n\n\n<p>If you\u2019ve ever had to move data between platforms &#8211; copying, pasting, exporting, or importing &#8211; you\u2019ll know how time-consuming (and risky) it can be.&nbsp;<\/p>\n\n\n\n<p>One wrong number, misplaced decimal, or duplicated entry can cause headaches, especially when finances are involved. That\u2019s where integration comes into play.<\/p>\n\n\n\n<p>At Smarter Business Processes, we help businesses supercharge their tools by making them work smarter together. As accredited <a href=\"https:\/\/smarterbusinessprocesses.com\/airtable-support\/\">Airtable Services Partners<\/a>, we specialise in helping businesses get maximum value from Airtable through consultancy, design and build, training, and integration.<\/p>\n\n\n\n<p><a href=\"https:\/\/smarterbusinessprocesses.com\/integration-and-automation\/\">Integrations <\/a>are one of the most valuable services we offer because they transform how your business operates. By connecting Airtable with other platforms, like accounting software Xero, you can automate workflows, eliminate errors, and free up valuable time.<\/p>\n\n\n\n<p>But why are integrations so important and how can we help you to create seamless, efficient systems too?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The power of integration<\/h2>\n\n\n\n<p>When your tools talk to each other, your business becomes frictionless. Information flows automatically from one platform to the next, meaning you don\u2019t have to worry about:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manual entry errors<\/strong>: Numbers don\u2019t get mistyped.<\/li>\n\n\n\n<li><strong>Duplicated work<\/strong>: No more entering the same data into multiple systems.<\/li>\n\n\n\n<li><strong>Lost time<\/strong>: Spend less time on admin and more time driving your business forward.<\/li>\n<\/ul>\n\n\n\n<p>Integrations also allow you to consolidate your data in one place, making it easier to generate reports or dashboards. With Airtable, for example, you can pull in live data from other platforms, like Xero, and create real-time views of the numbers that matter to your business.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Real results: Airtable &#8211; Xero integration<\/h2>\n\n\n\n<p>To show what\u2019s possible, let\u2019s look at a recent project we worked on with <a href=\"https:\/\/www.ductin.co.uk\/\" target=\"_blank\" rel=\"noopener\">Duct-IN<\/a>, a wholesale and distribution business.<\/p>\n\n\n\n<p>Duct-IN uses <a href=\"https:\/\/www.xero.com\/uk\/\" target=\"_blank\" rel=\"noopener\">Xero <\/a>for their accounting, which works well but it doesn\u2019t track margin information on individual orders or provide the detailed insights they need at month-end. To bridge this gap, their director, Dan Lewis, had been manually entering data into spreadsheets, spending around 20% of his time each month on this process.<\/p>\n\n\n\n<p>We worked with Dan to design and build a custom <a href=\"https:\/\/smarterbusinessprocesses.com\/airtable-support\/\">Airtable <\/a>solution tailored to his business needs. By integrating Airtable with Xero, we created an automated workflow that eliminated the need for manual data entry. The result? Dan now has a system that not only saves him time but also reduces the risk of errors, while delivering the insights he needs at a glance.<\/p>\n\n\n\n<p>As Dan put it:<\/p>\n\n\n\n<p><em><strong>\u201cSmarter Business Processes understood my goals and helped me develop a customised Airtable solution tailored to our business needs, allowing us to achieve the required results\u2026. We are continuing to develop the integration to create even more benefits for Duct-IN.\u201d<\/strong><\/em><\/p>\n\n\n\n<p>Full testimonial below.  This project is a great example of how integration can unlock new possibilities for businesses, allowing them to operate more efficiently and focus on growth. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why Airtable and Smarter Business Processes?<\/h2>\n\n\n\n<p>Airtable is a powerful project management platform with endless potential\u2014but to truly make the most of it, it often needs to be integrated with the other tools your business relies on. That\u2019s where we come in.<\/p>\n\n\n\n<p>At Smarter Business Processes, we don\u2019t just know Airtable\u2014we\u2019re experts in making it work for your business. Our services include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Consultancy<\/strong>: Understanding your needs and goals<\/li>\n\n\n\n<li><strong>Design and Build<\/strong>: Creating tailored solutions to match your requirements<\/li>\n\n\n\n<li><strong>Self-Build Support<\/strong>: Helping you build your own tools with expert guidance<\/li>\n\n\n\n<li><strong>Training<\/strong>: Equipping your team to use Airtable effectively<\/li>\n\n\n\n<li><strong>Integration<\/strong>: Connecting Airtable to your other platforms to streamline your workflows<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-stackable-columns stk-block-columns stk-block stk-834f1c7\" id=\"Video-centred\" data-block-id=\"834f1c7\"><div class=\"stk-row stk-inner-blocks stk-block-content stk-content-align stk-834f1c7-column\">\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-0b45668\" data-v=\"4\" data-block-id=\"0b45668\"><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-0b45668-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-0b45668-inner-blocks\">\n<p><br><\/p>\n\n\n\n<div class=\"wp-block-stackable-columns stk-block-columns stk-block stk-da7be5e\" data-block-id=\"da7be5e\"><div class=\"stk-row stk-inner-blocks stk-block-content stk-content-align stk-da7be5e-column\">\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-50dd6a5\" data-v=\"4\" data-block-id=\"50dd6a5\"><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-50dd6a5-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-50dd6a5-inner-blocks\">\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-9038a7d\" id=\"full-testimonial\" data-block-id=\"9038a7d\"><h2 class=\"stk-block-heading__text\">Full Testimonial:<\/h2><\/div>\n\n\n\n<div class=\"wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-d2e3f7f\" data-block-id=\"d2e3f7f\"><style>.stk-d2e3f7f {height:25px !important;}<\/style><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/11\/Duct-In_Logo.webp\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/11\/Duct-In_Logo.webp\" alt=\"\" class=\"wp-image-23632 lazyload\"\/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"264\" height=\"81\" src=\"https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/11\/Duct-In_Logo.webp\" alt=\"\" class=\"wp-image-23632 lazyload\"\/><\/noscript><\/a><\/figure>\n\n\n\n<div class=\"wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-5388ca4\" data-block-id=\"5388ca4\"><style>.stk-5388ca4 {height:25px !important;}<\/style><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-5c1c9e0\" data-block-id=\"5c1c9e0\"><p class=\"stk-block-text__text\"><strong>&#8221; I currently use Xero as our accounting software for our wholesale and distribution business. While Xero is excellent, it has limited functionality for tracking margin information on individual orders and at month-end. To fill this gap, I&#8217;ve been manually inputting data into a spreadsheet, which takes up about 15-20% of my time each month. Smarter Business Processes understood my goals and helped me develop a customised Airtable solution tailored to our business needs, allowing us to achieve the required results.&nbsp;&#8220;<\/strong><\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-1af0202\" data-block-id=\"1af0202\"><p class=\"stk-block-text__text\"><strong>&#8221; From this initial engagement we are continuing to develop the integration to create even more benefits for Duct-IN.&nbsp;&#8220;<\/strong><\/p><\/div>\n\n\n\n<p><strong>Dan Lewis<\/strong> &#8211; Director &#8211; <a href=\"https:\/\/www.ductin.co.uk\/\" target=\"_blank\" rel=\"noreferrer noopener\">Duct-IN<\/a><\/p>\n\n\n\n<p><\/p>\n<\/div><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The bottom line<\/h2>\n\n\n\n<p>Integrating Airtable with platforms like Xero allows your business to run more smoothly, save time, and minimise errors, especially when it comes to managing numbers.&nbsp;<\/p>\n\n\n\n<p>Whether you need to automate financial workflows, streamline reporting, or build custom dashboards, integration is the key to creating a truly frictionless business.If you\u2019re ready to get more from Airtable and connect it with your other tools, we\u2019d love to help. <a href=\"https:\/\/smarterbusinessprocesses.com\/free-consultation-trial-licenses\/\">Get in touch<\/a> with Smarter Business Processes today to see how we can help your business thrive.<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"<p>Supercharge your tools through integrations, like Airtable with Xero.  Automate workflows, eliminate errors and free up valuable time.<br \/>\nRead on to find out how we reduced one client\u2019s admin burden by nearly a quarter every month.<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":8,"featured_media":24002,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-24001","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"blocksy_meta":{"page_structure_type":"type-3","styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6},"disable_featured_image":"yes"},"featured_image_urls_v2":{"full":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large.jpeg",1080,1080,false],"thumbnail":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-150x150.jpeg",150,150,true],"medium":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-300x300.jpeg",300,300,true],"medium_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-768x768.jpeg",768,768,true],"large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-1024x1024.jpeg",1024,1024,true],"1536x1536":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large.jpeg",1080,1080,false],"2048x2048":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large.jpeg",1080,1080,false],"wp_review_small":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-65x65.jpeg",65,65,true],"wp_review_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2025\/01\/SBP-Airtable-xero-Large-320x240.jpeg",320,240,true]},"post_excerpt_stackable_v2":"<p>Supercharge your tools through integrations, like Airtable with Xero.  Automate workflows, eliminate errors and free up valuable time.<br \/>\nRead on to find out how we reduced one client\u2019s admin burden by nearly a quarter every month.<\/p>\n","category_list_v2":"<a href=\"https:\/\/smarterbusinessprocesses.com\/category\/blog\/\" rel=\"category tag\">Blog<\/a>","author_info_v2":{"name":"mike_admin","url":"https:\/\/smarterbusinessprocesses.com\/author\/admin\/"},"comments_num_v2":"0 comments","gt_translate_keys":[{"key":"link","format":"url"}],"_links":{"self":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/24001","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/comments?post=24001"}],"version-history":[{"count":0,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/24001\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media\/24002"}],"wp:attachment":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media?parent=24001"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/categories?post=24001"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/tags?post=24001"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}