FAQs in this section
What is the Xero integration with Vtiger CRM?
What are the benefits of integrating Vtiger CRM with Xero?
How do I configure Xero with Vtiger?
What modules in Vtiger CRM will sync with Xero?
How do records sync between Vtiger CRM and Xero?
In how many directions will the records sync between Vtiger and Xero?
How do I set up the sync process between Xero and Vtiger CRM?
How do I disable the syncing of records between Xero and Vtiger CRM?
What fields are mapped for the Organizations module for Vtiger-Xero sync?
What fields are mapped for the Products and Services modules in the sync process between Vtiger and Xero?
What fields are mapped in the Invoices module for the Vtiger-Xero integration?
What fields need to be mapped in the Payments module for the sync process between Vtiger and Xero?
What are the conditions and limitations in the sync process between Vtiger and Xero?
Can I sync a Sales account to an Invoice?
What happens during syncing a sales account to an invoice?
How do I install the Xero extension?
Table of Contents
You must install the Xero extension from the Extension Store to use it in the CRM. To access the Extension Store, you must be an Admin user.
Follow these steps to install Xero:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings.
- Look for the Extensions section.
- Click Extension Store.
- Search for Xero using the search bar.
- Click Install.
- Click Yes to confirm.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment