Wild Apricot Xero Integration

wild-apricot-review

Keeping track of all your members can be a headache. Apart from monitoring each member’s statuses, you need to organize events, ensure everyone is updated and oversee funding and budget. Large organizations often assign different tasks to different people. However, smaller companies must do each task independently.

It can take a lot of time to do all the tasks if you are short on staff. These tasks will be your sole focus to keep your organization running.

Wild Apricot allows you to manage your company through the cloud, saving you time and money. It’s a membership management software that can help you take control of your online presence and marketing.

If you’ve been wondering what Wild Apricot is all about, then this article should give you an overview. We’ll take an in-depth look at its benefits and how it can help you.

If you prefer watching videos instead, here’s a review by Wild Apricot Membership Software on YouTube that can give a short overview of Wild Apricot. They’ve also given a few insights that can help you utilize Wild Apricot.

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What is Wild Apricot? Wild Apricot Xero Integration

Wild Apricot is one of the most popular membership management solutions used by organizations, associations, nonprofits, chambers of commerce, and even charities and clubs.

It’s a great way to track and easily communicate with your members. Administrators can set up reminders for events, track new signees and send out newsletters to members. It can also be used to scale up and manage events. It can handle up to 15,000 members, depending on the plan that you choose.

It tracks member information and allows users to sell merchandise and organize events. It’s simple to use Strip and PayPal when you shop at the organization’s website.

There’s even a website builder where Wild Apricot members can choose to make a private page or a public website that can be accessed by their administrators, committees, and members. Widgets make it easy to keep track and monitor events. You can add donation forms, directories, and even event calendars on your customized page or site.

Wild Apricot Xero Integration

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What are the Benefits of Using Wild Apricot?

Wild Apricot is a great tool to help you manage your expanding organization. It’s a complete membership management platform that will simplify menial tasks, so you have more time to focus on other activities.

This platform can be a great help in many ways. Here are some of the benefits.

Integrates member data with events

With Wild Apricot, you won’t need to buy a separate service to manage your events. It integrates with the company’s database.

It’s much easier to manage and create events. You only need to add images, details and attach an online registration form. The best thing? The best part? It takes only a few minutes. It is also easy to do.

Aside from that, you can even send email reminders to all your members when you have an upcoming event.

Their app can be downloaded to allow you to manage your members and register for walk-ins right from your smartphone.

If your event is paid, the transaction process is also simple. You won’t need to process any cash or checks since Wild Apricot accepts PayPal and Stripe. Every transaction is recorded in the database making income tracking easy for the team.

Application processes simplified

It can be a lot of paperwork when you’ve got new members and applications. Keeping track of all these processes can be time-consuming too. It’ll allow you to easily manage the old members and the new ones through its built-in database.

You don’t need to contact each one individually if you have membership renewals. Wild Apricot allows you to create automated reminders and invoices for the membership fees. Since it’s fully integrated, payment can be accepted online.

If your members want to make a few tweaks, they can also do that by accessing their profile.

They have the ability to update their information whenever they wish. This is in sync with their mobile app or when they access their profile through the website.

As mentioned before, the pages for members are fully customizable. Depending on your membership plans, you can include their tiers or access levels on their page. They can even look at other member’s profiles, too, using a membership directory if you allow it.

Wild Apricot also allows you to import data from another management service. Transitioning to the software is easy and doesn’t take up too much of your time.

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Optimizes and improves your online presence

Everyone uses social media today to promote their company and events. Although social media has many benefits, it is not sufficient to increase your visibility. You can still have your website, but it’s less flexible than social media.

But creating your website is difficult. With Wild Apricot, you won’t need to study coding or spend money on a web developer. They have hosting and website-building features thanks to AWS.

They have a template for making websites too. You just need to choose the template that works best for your needs. You can customize the template by adding your photos, choosing a color scheme and creating your own.

They also indicate the changes you’ve made in green so you can track your progress and changes. You won’t have to adjust for different devices. It has already been optimized for mobile or PC users.

Wild Apricot lets users with a website add widgets to their applications, calendars, or donation forms. The plugin for WordPress is also available.

How Does Wild Apricot Integrate With Other Apps?

To make it easier to manage your website, Wild Apricot has allowed customized integrations that will be based on what your company or organization needs. These are the ways you can integrate it to other websites or applications:

Wild Apricot’s Login plugin is all that you need for WordPress. Once you have, it will allow your users to have a single sign-on screen. It also allows you to restrict any WordPress content to some of your members.

Integromat was also added to aid in the creation of workflows. It’s great for connecting in between apps and automating any manual process. You can connect to 230 apps with no programming required.

To notify external services, Wild Apricot utilizes webhooks whenever updates or changes are happening in your account.

Even the single sign-on service from Wild Apricot can help in integrating with a different website. The widgets can be added too.

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Wild Apricot Summary

Here’s a short summary of Wild Apricot. We included their key features as well as the pros and cons of using their service. Wild Apricot Xero Integration

These are the main characteristics of Wild Apricot.

  • Has a public website and private page builder
  • Membership directory
  • Automated donation and registration form
  • Timer and event management
  • Email marketing

Pros

  • Supports Android & iOS
  • You can access the web
  • Cloud-based
  • We can help you with your membership tracking
  • You can import the database from another service
  • It’s easy to customize

Cons

  • You have two payment options: Stripe and PayPal
  • Membership without ID is not possible
  • The system is prone to creating duplicate reports

Conclusion

Wild Apricot is a software that can help you manage your organizations seamlessly. It has tools that are made to help you oversee membership status as well as organize events and upcoming occasions. Wild Apricot Xero Integration

It’s an all-in-one program that can help you with administrative tasks such as making financial reports and sending emails to all the members in one go. Although it’s not a great stand-alone tool when it comes to social media management, Wild Apricot alone can help you build your online presence.

The tools incorporated in the software are great for small to medium membership-based clubs and organizations.

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FAQ Wild Apricot Xero Integration

Does Wild Apricot have system requirements?

If you’re using a PC or laptop, the resolution screen needs to have at least 1280 pixels for the width.

Does Wild Apricot work on any type of browser?

Wild Apricot is compatible with all browsers. If you want the best Wild Apricot experience, however, Microsoft Edge, Google Chrome and Safari are the most compatible browsers.

Are there any additional charges?

There are no extra transaction fees with Wild Apricot. You get what you paid for. If you want to see the complete list of the plans and the corresponding features, just head over to their website.

Is there a free plan?

Wild Apricot has a pricing structure. Wild Apricot offers a 30-day trial for those who want to give it a try.

Do tutorials exist for Wild Apricot?

Wild Apricot provides video tutorials to help you get started. They can be found on their website — just log in and go to Tutorials and Webinars.

When are email confirmations sent?

It will depend on what type of event you’re hosting. If the event is free, an email confirmation will be sent once the administrator or member has completed registration.

If the event has a registration fee, it will be sent after the team has confirmed it has been paid.

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