How do records sync between Vtiger CRM and Xero?

The sync process is as simple as a few clicks. You can easily sync your organization and related records and avoid the need to enter data manually in Xero or Vtiger CRM.

Now, you can sync data in one of the following three directions:

Sync Xero data with Vtiger - This is a one-way sync. It moves Xero data into Vtiger CRM.
Sync Vtiger data with Xero - This is a one-way sync. It moves Vtiger data into Xero.
Sync both ways - This is a two-way sync. It moves Xero data into Vtiger CRM and the CRM data into Xero.

Follow these steps to set up syncing:

Log in to your CRM account
Click the Main Menu.
Go to Organizations/Products/Invoices/Payments by following the paths below:
- Main Menu > Essentials > Organizations
- Main Menu > Inventory > Products/Invoices/Payments
Click the Sync button on the top right
Select Xero and click Settings
Allow syncing for a module by enabling the checkbox under the Enable Sync column
Choose a sync direction from the drop-down
Map your Xero account details
- The accounts get created as a picklist field in the Products and Payments modules
- To sync Payment records, ensure that the Payment Status is Received and the related Invoice Status is Approved/Paid/Partially Paid
Click Save Settings
Click Sync Now to see the sync log

The number of records that were created, updated, skipped, etc., is shown in a tabular format. Click on the number to get the record details.

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How do records sync between Vtiger CRM and Xero?

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