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#2207 - Customized information

Open General Question created by AIE one month ago

Would we be able to determine what information pulls through to a Xero customer from SuiteCRM? Specifically on the following:
1. Customer information: Populated fields (standard and customized info) within CRM needs to pull to multiple contact information fields. This includes the "contact name" and multiple "Primary person" contact details.
2. Xero tracking functionality: Would we be able to populate tracking information as part of the pull? For example the sale is linked to a region (which is dictated by tracking functionality in Xero) the pull from CRM should update this field.
3. Xero grouping: Can we automatically assign the transaction puled from CRM to a group within Xero. For example there is specific debtor groups within Xero (active, on hold) we utilize for management purposes. As soon as the invoice is posted to Xero we would like this group to be automated within Xero as it is determined within CRM.
How would we go about implementing the above?

  1. AIE member avatar

    AIE

    one month ago

    Also do you a detailed installation guide? The package we downloaded has limited information and we therefore cannot get the connection to work nor do we understand how to fix.

    • MartyP member avatar

      Business Fundamentals Provider Affiliate

      one month ago

      Hey AIE, the guides are all here, go to the Docs section and see the menu on the right of the page. There are videos and step by step walk throughs available

    • MartyP member avatar

      Business Fundamentals Provider Affiliate

      one month ago

      RE the information sent from CRM to Xero, some of the questions you've asked are answered in the documentation on this site, see the Docs section...

      1. Customer Information: As you know Xero is Account (Company) centric, NOT customer/contact centric. The module works in this manner. If you send an ACCOUNT from CRM to Xero it will create a new Account in Xero (OR link to an existing account that has the same name) ALL contacts in CRM that are related to that account will be attached as contacts. Alphabetical sorting will define which contact is the PRIMARY. If you send a CONTACT from CRM to Xero, it will check if the Contact belongs to an Account in CRM. If it does, the account from CRM is used to create the Account in Xero. ONLY the contact selected is added to that Xero account as the PRIMARY contact person. If the contact in CRM is NOT related to an Account, the Contact details from CRM are used to create the record in Xero, that contact is the Primary contact person
      2. This would be reliant on the Xero API. If the field that contains the tracking data in Xero is available, and the data is in CRM, it shouldn't be that big a customisation to the module
      3. As above for Xero grouping

      For options 2 & 3 the ease of coding would not only be dependant on whether or not those fields are accessible via the Xero API but where in Xero the data is stored. If they are part of the account records in Xero, not that big a problem. If they are stored somewhere else, and accessible via the API, probably a bit more work would be required

      I hope this answers your questions, I have also sent an email to Ivan Theron outlining some of these consideration.

      Thank you for your time and patience

  2. MartyP member avatar

    Business Fundamentals Provider Affiliate

    one month ago

    I've had a quick look at the Xero API and both the ability to add Tracking information and change the Status of a Xero group is available. For the Xero group status operation you may need to create a couple of extra fields in CRM, e.g. 2 drop downs, one listing the Groups in Xero (matching names OR Xero ID's) and one with the desired status you'd like the group set to. The Tracking option would probably require the same type of implementation...

    Hope this helps

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