by Business Fundamentals

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 records to/from Xero

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#3547 - Xero Products

Closed General Question created by RichPeters a year ago

Hi Does the add on have the ability to create products in Xero if they don't exist?

For example from a quote or invoice in Suite if the product isn't already in Xero the add on can create it?

Thanks in advance Rich

  1. MartyP member avatar

    Business Fundamentals Provider Affiliate

    a year ago

    Yes, and vice versa. If the product doesn't exist in Suite it is created from the Xero data that is imported

  2. RichPeters member avatar

    RichPeters

    a year ago

    Thanks, I forgot to ask, does it create the products in Xero with part numbers so they show under products and services in Xero? I'm only asking as we had a previous system with integration to Xero and it just added line items to an invoice not adding the actual products to Xero

    Many Thanks Rich

  3. MartyP member avatar

    Business Fundamentals Provider Affiliate

    a year ago

    It adds the products to Xero. If you test it, go into Xero after creating an invoice and have a look at the products. If there are values that you require in the Products module to be migrated to Xero that currently AREN'T, get back to us and we'll see how much work it will take to customise per your requirements. Services work slightly differently within Xero, hope this helps

  4. dwaynecasey member avatar

    dwaynecasey

    4 months ago

    Rich Peters, how did it go? Review?

  5. MartyP member avatar

    Business Fundamentals Provider Affiliate

    4 months ago

    Not sure what this question means? At the moment the plugin creates products/services in Xero with product codes. If the product exists in Xero, it can be synched back to Suite and created there...what review?

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