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How do I configure Xero with Vtiger?

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By configuring Xero with Vtiger, you can sync records between Xero and the following Vtiger modules:
  • Organizations
  • Products/Services
  • Invoices
  • Payments
Follow these steps to configure Xero:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to one of the modules mentioned above. You will land on the List View.
  4. Click the Sync button located on the top right.
  5. Select Xero and click Configure.
  6. Click Authenticate your Xero Account.
  7. Click Allow Access.
You will be redirected to the CRM screen.
Tip: Mandatory field values in Vtiger get synced only when they have values in Xero and vice versa. 
Let us consider this example - The Product Category field is mandatory in Vtiger but not in Xero. During the sync, the field maps to Xero only if it contains data. Otherwise, it fails to map and skips the synchronization process.
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