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    Home  >   FAQs   >  How do I set up the sync process between Xero and Vtiger CRM?
    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? How do records sync between Vtiger CRM and Xero? In how many directions will the records sync between Vtiger and Xero? 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 set up the sync process between Xero and Vtiger CRM?

    Table of Contents
    Follow these steps to set up syncing:
    1. Log in to your CRM account
    2. Click the Main Menu.
    3. Go to Organizations/Products/Invoices/Payments by following the paths below:
      • Main Menu > Essentials >  Organizations
      • Main Menu > Inventory > Products/Invoices/Payments
    4. Click the Sync button on the top right
    5. Select Xero and click Settings
    6. Allow syncing for a module by enabling the checkbox under the Enable Sync column
    7. Choose a sync direction from the drop-down
    8. 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
    9. Click Save Settings
    10. 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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