FAQs in this section
How can I install and Configure Xero in Vtiger?
Please follow the below steps to Install and Configure Xero in Vtiger
Installation:
1. Click on Menu icon
2. Click on Extension Store
3. Search for Xero
4. Click Install and confirm by clicking Yes.
5. Click OK in the pop-up for a successful installation.
Configuration :
1. Click Xero from the list view of Organization/Product/Invoice/Payments.
2. Click on Authenticate your Xero account button and get redirected to Xero login page
3. Enter the credentials to login to the Xero account.
4. After you login successfully, choose your Organization created in the Xero account.
5. Next, click on Allow access button to authenticate you Xero in Vtiger to get back to Vtiger CRM
6. To sync the existing records, click on Sync now button and view the sync log.
Refer : Xero Sync
Installation:
1. Click on Menu icon
2. Click on Extension Store
3. Search for Xero
4. Click Install and confirm by clicking Yes.
5. Click OK in the pop-up for a successful installation.
Configuration :
1. Click Xero from the list view of Organization/Product/Invoice/Payments.
2. Click on Authenticate your Xero account button and get redirected to Xero login page
3. Enter the credentials to login to the Xero account.
4. After you login successfully, choose your Organization created in the Xero account.
5. Next, click on Allow access button to authenticate you Xero in Vtiger to get back to Vtiger CRM
6. To sync the existing records, click on Sync now button and view the sync log.
Refer : Xero Sync