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Use filtering to augment your Xero Smart Lists

Hi, and welcome to Cazoomi Support!

This article will help you how to augment your Xero Smart Lists using SyncApps Filtering and Segmentation feature.

So, let's dig in!

Xero Smart Lists

Smart Lists let you create targeted lists from the information you've saved in Xero about your customers. Use contact information, transaction history or payment status to chase unpaid invoices, identify who has bought a product from you, create sales campaigns and more.

To augment your integration using SyncApps for Mailchimp, Constant Contact and others to Xero you can now use our powerful Filtering and Segmentation feature.

Since Xero Smart Lists do not yet have an API, you can use this feature to eliminate the burden of exporting Xero CSVs to your Marketing Automation software using SyncApps.



Hope this helps.

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