How JT’s Cloud constructed a connector between monday.com and Xero with monday Apps

We’ve formally launched the monday Apps Framework – a low-code platform that provides groups the power to rapidly create enterprise-grade enterprise apps, or customized and reusable functionalities, on prime of monday.com Work OS.

Utilizing the monday Apps Framework, groups create customized constructing blocks, similar to integrations, workflow automations, information visualizations, or dashboard widgets with rather a lot much less coding and in much less time than conventional app growth.

These constructing blocks are made immediately out there to enterprise customers to make use of in creating stunning functions in minutes.

Prematurely of this launch, we invited just a few monday.com companions and clients to take part within the beta testing, with an inaugural two-day digital “Builders Workshop” the place they got the chance to construct customized apps of their very own.

JT’s Cloud was one of many monday.com companions that participated within the workshop. JT’s Cloud is a number one cloud-based software program service supplier based mostly in Australia, providing options together with Work OS platforms, which they customise for small to medium-sized companies.

We had the pleasure of interviewing Managing Director Jack Taylor, and Shopper Companies Supervisor Mitchell Hudson, to be taught in regards to the ache factors they wished to unravel for patrons by means of an integration between monday.com and Xero accounting software program, and what they plan to construct subsequent!

Let’s get began! What problem had been you aiming to unravel in constructing the Xero integration with monday.com? 

Mitchell: In talking with our gross sales staff, they’ve had quite a lot of requests from our clients for a monday.comintegration with Xero accounting software program. Our clients wished to have the ability to ship information from monday.com to Xero.

The problem was that our clients use monday.com for all their work and monitoring their hours after which they must depart monday.com Work OS to manually enter all their hours another time into their timesheets in Xero. Relying on how a lot and the way typically they’d to do that course of, it wasted quite a lot of time shifting between the 2 platforms.

And since there wasn’t an present integration, we’ve really additionally misplaced leads due to it. So we thought this builders workshop could be a fantastic alternative to construct this monday App integration with Xero and resolve this very apparent ache level whereas opening the door to extra enterprise alternatives for us.

Inform us about your expertise constructing the app integration. How was it?

Mitchell: That is the primary integration with a 3rd occasion that we’ve accomplished. It was additionally the primary Builders Workshop we’ve been part of, and we managed to complete constructing the app in two days.

The documentation that the monday.com staff gave us was good when it comes to how you can create apps. There have been good examples to reference, which gave us real-life instances that we may use to duplicate a base framework, after which increase on it to create the combination.

It’s spectacular that you simply managed to construct this integration in solely two days! How does it examine to different integrations you’ve constructed?

Mitchell: Different integrations we constructed took anyplace between just a few weeks for one thing small to a few months for one thing greater so constructing this specific integration was undoubtedly a lot shorter than that.

So how does your new integration really work?

Mitchell: The combination with Xero permits the person to create contacts, invoices, and timesheets by means of monday.com Work OS.

With timesheets, for instance, as soon as the account admin selects the combination, they undergo the authentication course of, after which they’ve 5 automation recipes to select from as a part of the combination.

So for instance, they’ll arrange a workflow automation such that after an merchandise is marked as “accomplished” in monday.com, the individual, hours, and date related to that merchandise – that are indicated in particular person columns – are then despatched to Xero, creating a brand new timesheet, or including it to an present timesheet, robotically.

And there’s additionally a “Xero log” in monday.com, the place the person is ready to see all the combination exercise that’s occurring like when a timesheet is efficiently created, the date and time it was created with the merchandise quantity that goes together with it.

What key advantages do you see customers having fun with with this app integration? 

Jack: Now, in the event you’re utilizing Xero for timesheets and monday.com for doing all your work and monitoring time, you’ll now not have to enter Xero manually to transform the time. This integration will automate that complete course of for them.

It removes that double dealing with of the method and saves them time. It’s actually an extension of one of many key advantages of monday.com as a platform, permitting machines to do the mundane repetitive work, so people don’t should.

Now that you simply’ve constructed this extraordinarily helpful integration between monday.com and Xero…what’s subsequent?!

Jack: We created 5 automation recipes with our integration and thru our buyer testing course of, we’re hoping to find a number of extra ache factors between the 2 merchandise, which we are able to then proceed to construct out extra wonderful recipes. I personally really feel that it simply may grow to be a 50-recipe integration in a short time.

What do you see taking place six months from now?

Jack: In six months’ time, I see us trying to pull information from Xero into monday.com so making it a reciprocal relationship. That may be equally fairly cool to what we’ve already constructed. Constructing out extra recipes, tackling extra ache factors, and actually empowering the end-users is our purpose with this integration.

What was the largest takeaway from constructing inside the monday Apps framework?

Jack: The largest takeaway for me is that monday.com was all the time fairly a robust platform, notably with its integrations, automations, and dashboards. However now with the discharge of monday Apps, it’s simply a lot extra highly effective. It empowers the end-user to actually nearly do something. 

There’s now a fantastic vary of constructing blocks that customers can now add onto monday.com in a method that’s fairly easy.  And if a person has some coding expertise, it simply takes the capabilities of the platform to an entire different degree.

As a options guide, we’re within the enterprise of fixing issues for our clients, and monday Apps Framework actually empowers us to say sure extra typically to our shoppers. We are able to resolve so many extra of their ache factors and take away quite a lot of friction for our shared clients.

An enormous thanks to Jack and Mitchell at JT’s Cloud for talking with us about constructing an Xero integration on prime of monday.com Work OS. To be taught extra about monday Apps click on right here. 

with monday.com