VtigerCRM Xero Integration connects your CRM bi-directionally with Xero Accounting Software. The plugin integrates Vtiger CRM modules to the Xero accounting system under one roof. The Vtiger CRM and Xero Accounting systems are widely used software across the world.
Connect your Xero accounting software with Vtiger CRM using secured API.
Bidirectionally Sync Organisations, Products, and Invoices from Xero to Vtiger CRM and vice versa.
Sync Accounts in a single way, from Xero alone.
Schedule tasks using cron to sync data without any manual intervention.
Map the appropriate CRM fields with Xero fields using field mapping.
Email Notifications help 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.
The queue to get to know all your syncs that are scheduled.
Xero Integration for Vtiger CRM
CRM Compatibility
Edition: Open Source
Version: 6.* - 7.4
Product Version
Version: 2.1
Single Domain
1yr FREE support
Req. ionCube Loader 12 or above
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.
DEMO
VtigerCRM Xero Integration Demo
The Vtiger CRM and Xero Accounting systems are widely used software across the world. Vtiger CRM helps to improve sales by converting the leads into customers. Xero software manipulates accounts and completes the cash flow visibility of business entities. Vtiger CRM and Xero integration is an streamlined solution to manage business operations and financials. Speed up the billing process, invoices, and payments with Vtiger Xero integration. Integration of Xero with Vtiger CRM sync accounts, customers, invoices, products, and services.
Easy and flexible configuration to set up the seamless record sync between the Vtiger CRM and Xero
Field Mapping
The vtiger fields and Xero fields are mapped by default. It is easy to add mapping for custom fields by a simple drag-and-drop method.
Bidirectional Historical Sync
Sync Bulk records between any particular time interval from Vtiger to Xero and Vice-versa.
Audit History
Gives you the detailed success/failure sync statuses of the record sync like Name, Module name, the data flow of records, the message that the record is created successfully or not, and the created date and time.
Features
Secured Sync
Bidirectionally sync your Products, Invoices, Services, and much more between your Vtiger CRM and Xero Accounting software.
The CRM software that integrates with Xero will 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 synced between your Vtiger CRM and Xero.
Sync only the selected records to Xero by using filters like select, approved, auto-created, cancel, and more for invoices.
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.
Use filters like select, approved, auto-created, cancel, and more for invoices to sync only the selected records to Xero.
Documentation
Empower your financial workflows with Vtiger and Xero integration. Simplify data sync, and ensure seamless accounting operations.
