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
#2207 - Customized information
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?
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 Integration
Xero Accounting Integration is the undisputed master in accounting software, giving you the power to create smart accounting from just about anywhere in the world. SuiteCRM is a revolutionary CRM offering the latest tools to enhance your business around customer-centricity.