Frequently Asked Questions
Find answers to commonly asked questions about our services and products.
easyorders is a smart WhatsApp to Xero order automation platform that streamlines your business operations. It allows your customers to place orders through WhatsApp directly, which are then automatically converted into Xero invoices or draft invoices. This eliminates manual data entry, reduces errors, and speeds up your order processing workflow.
Our system integrates with your WhatsApp Business account and Xero accounting software to create a seamless flow from customer order to invoice generation.
Getting started with easyorders is simple:
- In our onboarding flow we will step through the following:
- Make sure you are prepared for onboarding
- Get your details and your business details
- Create an account on our platform
- Connect your WhatsApp Business account or create one
- Link your Xero organization
- Set up your products in our system
- Start receiving automated orders
Our onboarding process guides you through each step, and our support team is available to assist you throughout the setup.
Data security is our top priority. We use industry-standard encryption protocols to protect your data both in transit and at rest. All connections to WhatsApp and Xero are secured using their respective API authentication methods.
We comply with GDPR and Popi regulations and implement strict access controls to ensure that only authorized personnel can access your data. Regular security audits are performed to maintain the highest level of protection.
Yes, easyorders offers many customization options for your order workflow:
- Custom order confirmation messages
- Automated notification settings
- Flexible approval processes
- Add other methods of receiving orders - Comming soon
- Delivery scheduling options
Our platform can be tailored to match your specific business processes and requirements.
easyorders connects to Xero through their official API, ensuring secure and reliable data exchange. The integration allows for:
- Automatic customer creation and updates from Xero
- Product catalog synchronization
- Invoice generation with proper tax calculations mirrored to Xero
- Ability to check if customer is overdue
All data flows directly between your systems without manual intervention, maintaining data integrity and reducing processing time.
Yes currently we only support Xero, but we are working on adding more accounting software in the future:
- Let us know if you want support for another accounting software
- We are considdering the following packages:
- Sage Online
- Quickbooks Online
- Your recomendation
Let us know if you want support for another accounting software using the main contact form.