Xero Online Module for Perfex CRM – Spend less time on the books
Original price was: $45.00.$22.50Current price is: $22.50.
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Description
NOTE This is a module for Perfex CRM Not a standalone script Brief Description Integrating Xero with Perfex gives full visibility into how your business is running and where it can be improved Accounting software and CRM work together to share data between sales and accounting including customer information sales orders expenses and invoicing Syncs both old and new Invoices Customer Infomation Payments etc Xero Online Module enables you to synchronize in Real Time or Scheduled your Accounts Taxes Invoices Payments Expense Categories Payment Methods etc It is worth noting that although this module uses one way sync there are some aspects that we run Two-way sync Taxes Payment methods One-way sync from Xero Online to Perfex CRM Chart of Accounts Expense Categories One-way sync from Perfex CRM to Xero Online Customers Items Invoices Payments Using Xero s base currency NOTE This version of the module does not synchronize Expenses We will be releasing that capability in a later version Documentation There is no coding skills needed at all in order to set this module It is just a plug and play script and you are good to go The Quickstart Guide included with this package takes you through a step by step process of getting this module live From creating a Xero account to synchronizing your data Prerequisites Perfex CRM cronjob needs to be enabled and running in order for automatic scheduled synchronization to work Going Live When you want to use your Live Xero Company Account follow the following steps N B We have a feature called Reset comes in-handy when you want to switch to your actual xero company account this will prevent a clash within your accounts Reset all syncs in the Xero Module settings this will clear all synchronizations For dummy data just delete it that is invoices customers items etc For the privacy link since you are not publishing this app and is for personal use just leave it blank you can set the Company or application URL as https test com or your website url must be secured https You can proceed and generate a new Client Secret if you wish optional When you reset your syncs it will clear your current chart of accounts so you can synchronize the new production mode chart of accounts You are set just follow the steps you followed while using the demo company Support Incase of any queries regarding the module or any suggestions that may help us improve it feel free to contact us by adding a comment or direct messaging us Guys from support department will get back to you as soon as possible with a reply Changelog Version 1 0 0 10th October 2020 Initial release Version 1 0 1 22nd March 2021 Fixed Syncing Bugs Diconnection occurs only when the Client Id and Client Secret are updated Version 1 0 2 2nd May 2021 Fixed Payment Accounts sync Introduced sort code support Version 1 0 3 25th August 2021 Version 2 8 4 support
