Add Sendlane Contacts For New Xero Contacts

Andrew Speer
March 13, 2025
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In today's competitive e-commerce landscape, automating your marketing processes can give your business a significant advantage. One particularly valuable automation is the integration between Xero, a popular accounting software, and Sendlane, a specialized email and SMS marketing platform for e-commerce brands.

Understanding the Xero to Sendlane Integration

This integration creates a seamless workflow that automatically captures customer contact information from your accounting system and funnels it into your marketing automation platform. When new contacts are made in Xero (typically during the invoice creation process), they are automatically added to Sendlane, which can be placed into specific marketing funnels.

How the Integration Works

The workflow is elegantly simple yet powerful:

  1. The automation constantly monitors your Xero account for new contacts
  2. When new contacts are detected, the system checks if they already exist in Sendlane
  3. If the contact is new, they are automatically added to Sendlane
  4. The contact can be assigned to specific groups based on their purchase activity

This ACID (Atomicity, Consistency, Isolation, Durability) compliant system ensures reliable data synchronization between your platforms.

Benefits for E-Commerce Businesses

Implementing this integration offers several advantages:

  • Streamlined Customer Communication: Automatically capture customer details at the point of purchase
  • Enhanced Marketing Segmentation: Add customers to specific groups based on their purchase history
  • Improved Upselling Opportunities: Target customers with relevant follow-up offers
  • Time Savings: Eliminate manual data entry between your accounting and marketing systems
  • Reduced Errors: Avoid mistakes that occur with manual contact management

Setting Up the Xero-Sendlane Integration

The integration process is straightforward. The workflow monitors your Xero contacts and, when it identifies new ones, automatically adds them to your Sendlane account within a specified group. This helps ensure that customers who have completed purchases are immediately added to the appropriate marketing funnel.

The blueprint for this integration is available online, making it easy to implement even if you're not technically inclined. The process involves simple configuration rather than complex coding.

About Sendlane

Sendlane is a specialized marketing automation platform designed specifically for e-commerce brands. It offers powerful email and SMS communication tools that help businesses build meaningful relationships with customers, drive repeat purchases, and increase customer lifetime value.

Maximizing Your E-Commerce Marketing Efforts

By connecting your accounting system (Xero) with your marketing platform (Sendlane), you create a powerful automated workflow that ensures no sales opportunity falls through the cracks. This integration is particularly valuable for:

With this integration in place, your business can focus on creating compelling marketing messages while the system handles the tedious task of keeping your customer database synchronized across platforms.

Getting Started

To implement this integration for your business, you'll need active accounts with both Xero and Sendlane. The automation can be set up to run at whatever interval works best for your business operations—whether that's daily, hourly, or in real-time.

The simple workflow makes it accessible even to those without technical expertise, allowing businesses of all sizes to benefit from advanced marketing automation.

Andrew Speer
March 13, 2025