XERO module for Perfex CRM – Synchronize Invoices Payments

Description

Note This is a module for Perfex CRM Integration with Xero Integrating Xero with Perfex provides comprehensive insight into your business operations facilitating identification of areas for enhancement This seamless collaboration between accounting software and CRM ensures efficient data sharing across sales and accounting functions encompassing customer details sales orders expenses and invoicing The synchronization process encompasses both historical and current data including invoices customer information payments and more With the Xero Online Module users can opt for real-time or scheduled synchronization of accounts taxes invoices payments expense categories and payment methods It s important to note that while the module primarily operates on a one-way sync basis certain elements feature two-way synchronization such as taxes and payment methods Additionally data flows unidirectionally from Xero Online to Perfex CRM for chart of accounts and expense categories and vice versa for customers items invoices and payments using Xero s base currency Sync Payments Sync Invoices Sync Taxes Sync Items Sync Expenses Sync Purchase Orders If you have PO module installed Setting Up For users no coding skills are required to set up the module It s a plug-and-play solution and the included Quickstart Guide offers a step-by-step walkthrough from creating a Xero account to initiating data synchronization Before going live with your Live Xero Company Account ensure that the Perfex CRM cronjob is enabled and operational for automatic scheduled synchronization Reset all syncs in the Xero Module settings to clear existing synchronizations including dummy data like invoices customers and items Leave the privacy link blank since the app is for personal use You can set the Company or application URL as https test com or your website URL ensuring it s secure https Optionally generate a new Client Secret Resetting syncs will clear the current chart of accounts allowing synchronization with the new production mode chart of accounts Follow the steps previously undertaken for the demo company to complete the setup Creating a Web App for Xero Developer Account Create a Xero Developer Account Visit the Xero Developer site https developer xero com Sign in or create a new Xero developer account Create a New App Navigate to the My Apps section Click on the New App button to start creating your application App Details Provide a name for your application such as Perfex Xero Integration Enter the URL of your website e g https www yourdomain com Authentication Set the redirect URI to https www yourdomain com xero xero_auth API Access Select the necessary API scopes for your application based on the features you want to integrate Common scopes include accounting transactions accounting contacts accounting settings offline_access You may need additional scopes depending on the features you plan to use App Save and Credentials Save the application details After saving you will receive Client ID and Client Secret Configuring Perfex CRM In your Perfex CRM navigate to the Xero module settings Enter the Client ID and Client Secret obtained from the Xero developer portal Ensure that the redirect URI https www yourdomain com xero xero_auth is correctly set in both Xero and Perfex CRM configurations Testing the Integration Test the connection by attempting to authenticate with Xero through your Perfex CRM Ensure that the redirect URI properly handles the OAuth callback and completes the authentication process Error Handling and Logs Implement proper error handling to capture and log any issues during the authentication and data synchronization processes Review logs for any authentication errors and adjust configurations as needed Support For support inquiries or suggestions for improvement users can contact the support team via comments or direct messages The support team endeavors to respond promptly to address any concerns or feedback Demo https perfex by8e com admin authentication Username test gmail com Password test Version 1 2 April 2024 -Syncing of Expenses – Syncing of Purchase Orders Version 1 1 March 2024 -Initial version fully compatible with the latest version of Perfex CRM – Fix for connect to xero dialog Version 1 0 October 2020 -Initial version fully compatible with the latest version of Perfex CRM