How do I set up the sync process between Xero and Vtiger CRM?

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