Facebook Xero Integration: 6 Easy Steps

Social Media Marketing is gaining popularity day by day because of its ability to interact with a wide range of customers in a short span of time. It also helps market the product or service of any company to see how well it will perform in the market. In this process, the transfer of data among multiple sources also plays a pivotal role. One such process is Facebook Xero Integration.

The Facebook Marketplace is a huge community that helps small-scale businesses to pursue quality leads and sales conversion. Xero is an online accounting software meant for small-scale businesses to handle their accounts with ease. Facebook Xero Integration can be great for businesses to automate their finances and boost their revenue at large.  

This article provides a step-by-step guide on Facebook Xero Integration. Facebook ads have unboxed multiple benefits for businesses. Businesses can run ad campaigns to generate leads through Facebook, whereas Xero would work as a virtual accountant for them. Read along to find out how you can set up Facebook Xero Integration for your organization.

Table of Contents

• Introduction to Facebook Ads
  • Importance of Facebook Ads
• Introduction to Xero
• Steps to Set up Facebook Xero Integration
  • Step 1: Connecting Facebook & Xero
  • Step 2: Setting up a Xero Account
  • Step 3: Using Xero’s Open API
  • Step 4: Accessing Customer Data
  • Step 5: Activating Xero’s API
  • Step 6: Adding Additional Features
• Challenges of Facebook Xero Integration
• Conclusion

Introduction to Facebook Ads

In its initial days, Facebook acted as a pure social media platform where people interact with posts and share their lives online. The past few years have seen a complete change of the platform from something personal to that which businesses rely on heavily. Today, Facebook has turned into an effective tool for marketing, running profitable businesses, and triggering brand growth. Facebook Ads have become a primary channel for advertising as well as a great source of revenue for the platform.

Through Facebook Advertising, you can boost brand awareness, source leads, and much more. They are also instrumental for incrementing business growth, boost revenue, collect quality leads, create royalties and convert sales. No wonder 3 million businesses currently employ Facebook ads for varied uses. 

Key Features of Facebook Ads

Facebook facilitates different formats for running ad campaigns. The top 4 key features that Facebook Ads grant give a good reason for marketers to stick to this marketing channel are:

• Facebook’s Lead Ads

Lead Ads can be considered to be a pivotal Facebook ad feature. With Lead Ads, you can drag people over to landing pages, make them sign up for email newsletters, make them aware of offers and other discounts. Leads Ads grant an opportunity to acquire the contact details of quality customers. 

• Facebook’s Video Ads

Video Ads are much easier to post and are also cost-effective. You are required to spend a minimum amount per video. As compared to texts or images, video ads explain more about your brand, are more engaging, and unbox more traffic for conversion. You can simply create your brand video, insert thumbnails, budget, etc.

• Following Interests

The best way to understand the interests of the customer audience is by keeping a tab on their interests. You can mark people interested in purchasing your products with Facebook’s interest targeting. Based on people’s interests such as the pages they have liked, you can reach out to them through Facebook ads.

• Facebook’s Behavioral Targeting

Facebook’s Behavioral Targeting expands your ad’s reach wider. Facebook fetches data on people’s activities like clothing or beauty products through third-party platforms. Behavioral Targeting helps advertisers to target audiences based on their behavioral activities. Advertisers can expand their ad reach based on these segments.

With Facebook Xero Integration, you can use the flexible nature of Facebook Ads to market Xero’s accounting products and services seamlessly.

To learn more about Facebook Ads, click this link.

Importance of Facebook Ads

While businesses understand the financial side of things, here’s why Facebook Ads are important for all types of Marketers:

• Huge Audience: Over billions of active users are registered on Facebook, out of which half a billion access Facebook via their smartphones.

• Grab Attention: People spend an average of more than 40 minutes a day using Facebook and Instagram.

• Paid Marketing: Facebook declines organic marketing. Instead, it supports paid marketing and makes it easier to define payments for marketing your brand.

• Proper Targeting: With Facebook ads, it is easy to approach your desired target audience. You can set different criteria for your target audience in terms of age, location, gender, interest, etc.

The dynamic nature of Facebook Ads is depicted in the image below.

Introduction to Xero

Xero is a cloud-based online accounting software that works as a virtual accountant to handle your business transactions. You can integrate Xero with multiple platforms to automate the data flow, connect client’s data automatically and generate bills and invoices in one go. Xero is best recommended for small businesses to handle transactions, link bank accounts, integrate payments, and generate relevant reports.

It is designed for small businesses, so they don’t need to hire an accountant for handling their cumbersome accounts. It can be integrated with the platforms meant for a business like Woo-commerce, Shopify, and many more.  With Xero, you can also integrate data, map your applications, control your finance, chart your accounts, personalize your sales and customize purchase invoices. Facebook Xero Integration is a unique way to easily manage your financial data.

Key Features of Xero

Xero houses a wide range of features that make it a popular choice among all types of accounting softwares. These features play an important role when setting up Facebook Xero Integration. Some of those features are:

• Track your payment & Pay dues

You can pay your bills and track payments from time to time. Xero reminds you to pay your dues if any. It is accessible anywhere and anytime with a simple Internet connection. You can schedule batch payments in advance to pay out your expenses. 

• Faster Claims

Xero provides flexibility to reimburse employee expenses or claims. You can view the spending on claim expenses, capture costs, and store them online for easy access. You can also observe analytics and monitor employee expenses. The fast generation of e-receipts of claims makes the process speedy and all work paperless.

• Link your Bank Account

For hassle-free transactions, you can connect your bank accounts to Xero. Feed the bank details into Xero to experience automated bank transactions securely. It allows to record every transaction and keep a track of the amount that is being credited or debited for different purposes.

• Experience Convenient Payroll

Readily integrated payroll systems can really make your business accounts simples. Xero allows to automate tedious calculations, pay taxes, and transfer payments to staff conveniently without any hassle. It has a simple interface that is easy to manage along with generating payroll reports. Xero also enables employees to view payslips and apply for leave online. It, thus, bridges the gap between employers and employees for the purpose of finances and official communication.

• Easy GST Returns

Clearing GST dues is a complex process for large or small-scale businesses. Xero allows businesses to pay GST returns and submit BAS to ATO. BAS is readily prepared, thus, speeding up business activities to a great extent.

To learn more about Xero, click this link.

Steps to Set up Facebook Xero Integration

Having seen the numerous benefits of Facebook’s ad domain and Xero, you can surely extract layered benefits with the use of both for your business. It is, in fact, quite simple to set up the Facebook Xero Integration. Even inexperienced users can carry out this integration to avail the advantages of both. No specific coding experience is required to set up Facebook Xero Integration. 

Follow these simple steps and you can automate your Facebook Xero Integration in no time:

• Step 1: Connecting Facebook & Xero
• Step 2: Setting up a Xero Account
• Step 3: Using Xero’s Open API
• Step 4: Accessing Customer Data
• Step 5: Activating Xero’s API
• Step 6: Adding Additional Features

Step 1: Connecting Facebook & Xero

The first step in setting up Facebook Xero Integration is setting up a connection between them. To connect to Facebook, you need to head over to Xero’s App marketplace on Xero’s official website. Under Xero’s App Marketplace, you will get plenty of public and private app options that you can connect with your account.

Step 2: Setting up a Xero Account

Xero allows small-scale organizations to view or connect apps only if they have an account. Sign up for a Xero account for connecting to the app. Search for the Facebook app and click to integrate. If you already have an account just log in to connect Facebook with Xero.

Step 3: Using Xero’s Open API

You can use Xero’s Open API to customize integration between Facebook and Xero accounts. This API will help to optimize and increase your business leads.

Step 4: Accessing Customer Data

You can access the customer’s data securely through API by logging in with OAuth 2.0. 

Step 5: Activating Xero’s API

After following step 4, Xero’s API is activated to work on call-back action. Now, click on next to activate your Facebook Xero integration. 

Step 6: Adding Additional Features

You can add features like creating invoices, getting started with payroll generation, wrapping libraries, and many more as per your requirement. Approach Xero’s developer community to add these features.

That’s it! You have successfully set up Facebook Xero Integration!

Challenges of Facebook Xero Integration

Xero is the best-suited cloud accounting and bookkeeping platform for small-scale businesses to readily handle their accounts. Despite layered merits, setting up Facebook Xero Integration can offer some tricky challenges. Some of them are:

• As Xero is a cloud-based platform, sometimes, due to connectivity issues, Xero might fail to fetch the client’s data. This may lead to a misdirected flow of data and a lack of automation.
• Facebook ads sync the data from a third party that helps to follow up with people’s interests. On adding the purchase data over Xero, there might be a server failure error due to which the updated purchase data can be misplaced or omitted.
• Sometimes on selecting the trigger and its action, a duplication may happen due to which the same action is triggered multiple times. 
• While adding a trigger of invoice and action for creating a new quote draft, Xero might prompt a validation error due to limited quote templates.
• The Xero server cant lag often with poor connectivity. This can lead your system to lag or hang in the complex processes. This issue might occur because of a large volume of invoices, expense claims, and quotes. Thus, bulky processes can be challenging.
• The software might respond slowly to heavy traffic on the server. This can be a major issue for growing businesses mustering new traffic constantly. 

A lot of these issues can be countered with simple automation to your Facebook and Xero platforms. The use of automation tools can eliminate real-time issues and make your setup more efficient.

Conclusion

This article provided you a step-by-step guide on setting up Facebook Xero Integration. It also provided you a brief overview of Facebook and Xero along with their features. Finally, it highlighted some challenges of the Facebook Xero Integration process. Overall, the Facebook Xero Integration is a unique process that links accounting software’s like Xero with Social Media Platforms like Facebook in a seamless manner. Having such a set up can boost your Marketing campaigns significantly and help you gain valuable insights from your customers.

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