Relevant information is maintained within Xero.
Finance / Accounting Integration
Available for Integration
Xero Business Card Integration
Connect Xero with Business Card Manager where approved business, account, or administrative information can support business card management processes.
Connected Business Card Management
Connect Business Administration With Business Card Management
Xero primarily supports accounting and business financial processes, so the CCA use case should be based on a customer's actual administrative requirements rather than assuming an employee HR workflow. Where appropriate, authorized business or account information can be incorporated into CCA processes to reduce disconnected administration. Business Card Manager continues to control templates, ordering, approvals, production, fulfillment, and reporting.
Controlled Templates
Business Card Manager keeps approved designs, fields, and brand rules centralized.
Permissions and Approvals
Ordering access and review steps can be applied according to your organization’s workflow.
Production and Fulfillment
CCA connects governed ordering with business card production, fulfillment, and administrative visibility.
Typical Integration Flow
How the Workflow Can Operate
The exact flow is configured around your systems, approved data, permissions, and business requirements.
Approved information required by the business workflow is transferred to CCA.
Business Card Manager applies the appropriate card rules and administrative controls.
Approval takes place when required.
CCA coordinates production and fulfillment.
Administrators retain visibility into business card activity.
Enterprise Control
Designed for Accurate, Consistent Business Card Administration
Connect the information your organization already manages with the controls required for a governed business card program.
Use approved business information
Connect account information
Support administrative workflows
Coordinate billing related processes
Support order administration
Align reporting
Maintain controlled ordering
Keep business card governance centralized
Integration Status
Available for Integration
CCA can work with organizations to evaluate Xero integration using supported Xero API capabilities. Final scope depends on the customer's Xero environment, application authorization, API scopes, permissions, available information, and workflow requirements.
Talk With CCA
Talk to CCA About Xero Integration
Tell CCA how Xero fits into your organization's business and business card processes so we can evaluate the appropriate integration approach.