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
#2203 - Customization Options
Good day. We have made some custom changes on our SuiteCRM, and would like to discuss the following with someone:
1) Installation seems to overwrite certain files related to Contact, Accounts and Quotes (as per our test environment install). Would like to discuss this further.
2) We need to understand the options to further apply custom changes between SuiteCRM and Xero. Would like to discuss this in more detail.
Currently, we have only installed the add-on for the test environment. We need to discuss the above, and possibly more, before we can proceed with planning the live install.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Xero Accounting SuiteCRM Integration
The synergy of Xero and SuiteCRM is a double bonanza, as SuiteCRM Xero Accounting Integration by Fynsis brings a seamless flow of data of customers from inside your CRM to the actual billing and invoicing system in useful handshake so the bills can be generated within CRM.