xero-vtiger-intregration

CRM Compatibility:

  • Edition: Open Source
  • Version: 6.*, 7.*

Xero Vtiger Integration

Product version 2.0

CRM and Accounting Information under one roof.

  • Connect your Xero accounting software with Vtiger CRM using secured API.
  • Bidirectionally Sync Organisations, Products and Invoice from Xero to Vtiger CRM and vice versa.
  • Sync Accounts in single way, from Xero alone.
  • Schedule task using cron to sync data without any manual intervention.
  • Map the appropriate CRM fields with Xero fields using field mapping.
  • Email Notifications helps you to view the status of the Sync.
  • Send all or selected records to Xero accounting software.
  • Sync selected status invoice to xero.
  • Logs to know the details of the sync process.
  • Queue to get to know all your the sync that are scheduled.

How Xero Vtiger Integration works

Connect Xero & CRM

Get your Xero API, configure it in your Vtiger CRM and start data sync.

Sync your data

Bidirectionally sync of Organisation, Invoice and product info between Xero & Vtiger CRM.

Instant notifications

Get all your sync updates right inside your email inbox at the instant of sync completion.

Features

Features

Secured Sync
  • Bidirectionally sync your Products, Invoices, Services and much more between your Vtiger CRM and Xero Accounting software.
  • Connect your Xero account with Vtiger CRM using the Secured API for more reliable data sync.
  • Sync all your data in just a click or sync only particular records from Vtiger CRM to Xero accounting software and vice versa.
Intuitive Mapping
  • The fresh new user interface makes it easy to map your Vtiger CRM fields with the appropriate Vtiger fields.
  • Use the module option menu to choose the module you need to map.
  • Based on the mapping the data are sync between your Vtiger CRM and Xero.
  • Use the filters like select, approved, auto created, cancel and more for invoice to sync only the selected records to Xero.
Instant and Scheduled Sync
  • Make an edit in Vtiger CRM and see it in Xero and vice versa.
  • Keep your growing library of records up-to-date in both Vtiger CRM and Xero by scheduling your sync based on CRON.
  • Sync all the records instantly in a single click. Separate logs to keep track of both your instant and scheduled sync process.
Easily get Notified
  • Get alerts whenever sync occurs between Vtiger CRM and Xero.
  • You can trigger the notifications instantly or every day or weekly once or monthly once.

Have any question?

Talk to our experts and get answers to all your inquiries.

Let’s Talk!