The Suite to Xero integration by Business Fundamentals makes your work life easier by eliminating manual data updates (and potential errors) between SuiteCRM and the Xero platform. Rather, you can sit back and relax with this solution's Xero webhook fully-automated, bi-directional sync. Check out the recently released version, which includes the time-saving capabilities listed in the Features Overview below.
New Features Overview
- Select BI-DIRECTIONAL (Synch MOST recent records) or one way only, Suite to Xero or Xero to Suite
- Synch ALL records or select from Accounts, Contacts or Invoices
- Select synch direction (to/from Xero) OR synch the most recent record from both systems
- Select to synch ONLY specific records that you have selected
- Synch records created after a specific date
- Includes manual options for different scenarios
- Greenfields installation options, Send ALL records to Xero or Get ALL records FROM Xero
- Turn logging on or off when required for troubleshooting purposes
How Suite to Xero Works
Not only does the newly updated Suite to Xero module allow for full automation of the sync between SuiteCRM and Xero, but it retains the previous manual functionality giving you the best of all worlds when configuring how your CRM installation interfaces with your Xero installation. Additionally, the developers added a debug logger so you can troubleshoot errors coming from Xero only without having to navigate through the suitecrm.log file. You can turn it on or off as required, but by default it is set to the debug level.
View your Xero invoices in SuiteCRM Account/Contact Invoice subpanels with Quick Links to the Xero record. The Suite to Xero module supports BOTH Accounts Receivable and Accounts Payable invoicing. If you have custom account codes in Xero, add/create those codes via Studio in our custom Xero Accounts field.
Get the Latest Version
Current Suite to Xero users can enjoy these product updates by installing the latest package when logged in to their account Orders page. Otherwise, learn more about Suite to Xero and start a free trial to try it for yourself.
Suite to Xero
SuiteCRM BI-Directional link to Xero
Automated BI-DIRECTIONAL synch between SuiteCRM and Xero, synch most recent record. Accounts, Contacts, Invoice and Products, connect and forget. Synch based on your criteria. This module also gives you the ability to manually update Accounts/Contacts/Invoice...
Using the File upload field for image uploads? With Image Preview any file uploaded that is an image shows a preview of the image on Notes, Documents, custom modules, etc. Wherever the File field type is used. Works on detail views, edit views, list views, and subpanels.
Freshdesk Integration with SuiteCRM
Streamline all your customer conversations in CRM. This Integration helps you to manage your customer support case into CRM. It will create cases, account, contact, replies in CRM and will relate each other.
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