CRM and Accounting Information under one roof

New-Xero-Vtiger-CRM-Integration

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. And with Xero Vtiger Integration, you can sync all your data in just a click or sync only particular records from Vtiger CRM to Xero accounting software and vice versa.

Instant duplicate alert
cross module duplicate alert

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. And with Xero Vtiger Integration, you can also sync all the records instantly in a single click. Separate logs to keep track of both your instant and scheduled sync process.

Instant duplicate alert
cross module duplicate alert

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.

Features

 

  • Connect your Xero accounting software with vtigerCRM using API.
  • Sync Organisations, Products and Invoice from Xero to vtigerCRM and vice versa.
  • Sync Accounts in single way, from Xero alone.
  • User can also schedule task using cron.
  • You can map fields the appropriate CRM fields with Xero fields using field mapping.
  • Email Notifications helps you to view the status of the Sync.
  • Option to send all records as well as selected records to Xero.
  • Logs to know the details of the sync process.
  • Queue to get to know all your the sync that are scheduled.
  • Option to send selected status invoice to xero.

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User Reviews

It’s time to say thank you for a great work. I have searched a product for VTiger Xero data transfer management. But i did not see any efficient product like this. Now i got it.
Thompson
Excellent Connector to Xero with VTiger CRM. Now i able to Sync Contacts, Products and Invoice in Both ways from Xero as well as from vtigerCRM.
Simply best Bi-way directional connector.
Garcia
Plenty of options! Manual Sync, Send selected records, Logs , Queue option, Mail Notifications and so on. Brilliant work! This plugin really save my time.
Kenneth

Product Snaps

  • Xero-Vtiger7-Sync-Configuration
  • Xero-Vtiger7-Integration-Api-Details
  • Xero-Vtiger7-Integration-Email-Notification
  • Xero-Vtiger7-Integration-Field-Mapping