by Business Fundamentals

SuiteCRM connected to Xero
Create Accounts AND Invoices (ACCREC AND ACCPAY) in Xero from your Detail OR List views in SuiteCRM - no more double entry - Send all your SuiteCRM records to Xero - once there update them TO or FROM Xero, quick links created to those records

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Overview

One of the biggest time wasters in any business is double (or more) handling of data. Contact data especially is stored in
disparate pieces of software all serving different business functions. Spreadsheets, email accounts, online banking apps, accounting software, CMS/websites, CRM's... the list feels like it's endless.

What happens when you update the contact record in one of those repositories? It has to be created or updated in some, if not ALL of them. APIs (Application Programming Interface) were created to address this issue, and Xero, the online Accounting platform, has a great one.

We have created a Suite to Xero module to help address the issue of double entry between your CRM and the Xero Accounting package. Our Suite to Xero module creates a connection between SuiteCRM and your Xero account allowing for the creation of new contact records in Xero from SuiteCRM Accounts and Contact records and related Invoices.

Functionality includes the ability to download ALL invoices from Xero that are related to a contact/account in SuiteCRM and the ability to create multiple invoices in Xero from the Invoice list view. Other options for Invoices include the ability to update TO or FROM Xero from EITHER the detail or list view of the Invoices module and you can create an Invoice in Xero from a SuiteCRM Quote. Can't tell which Accounts are linked to Xero? Select them all and go to your Bulk Action -> Get Xero Invoices menu and we'll do the linking for you...

invoices_listview_menu.jpg

If you require ANY customisation of your Xero connection to the CRM e.g. synchronised downloads, custom work flow notification of invoice status changes etc please don't hesitate to contact us

SEND TO XERO FROM LIST VIEWS

Yes, we've created the Send to Xero function and made it available from the list view of both the Contacts and Accounts modules in SuiteCRM. Select your contacts/accounts and click on the Send to Xero menu option, it couldn't get any easier

accounts_listview_menu.jpg

Getting started

Manual Configuration

The installation and configuration of the Suite to Xero Connector requires some interaction from the purchaser. You are required to create an OpenSSL Key Pair and to create a Private App on your Xero account. Both of those keys will need to be uploaded to a folder in your SuiteCRM installation.

IMPORTANT
You MUST run an Admin -> Repair -> Quick Repair and Rebuild after installing the module. After completed scroll to the bottom of the screen and click on the Execute button to run the required SQL

The following video will give you some idea of the complexity of those tasks

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