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 install the Xero extension?
How do I configure Xero with Vtiger?
What modules in Vtiger CRM will sync with 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?
Why do I get an error about tax values when syncing invoices from Vtiger to Xero?
How do I fix the issue of system accounts being used in Xero during Vtiger sync?
Why am I unable to add more contacts to an organization in Xero?
Is it possible to edit an invoice already approved in Xero?
How do I fix the error about zero quantity in stock in Xero?
How do I resolve the mismatch between the tax code and account code in Xero?
Why does Xero require the Code field for a product during sync?
How do records sync between Vtiger CRM and Xero?
Table of Contents
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: Follow these steps to set up syncing:
- 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.
- 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
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