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 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 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?
What fields are mapped in the Invoices module for the Vtiger-Xero integration?
Table of Contents
The following fields are mapped in the Invoices module for the Vtiger-Xero integration.
Cases to consider while syncing Invoices
- Vtiger to Xero:
- If a Vtiger invoice does not contain a Contact Name or Organization Name, you cannot sync it with Xero.
- Shipping & handling charges from Vtiger are added as a line item in Xero as 'Charges'.
- If an invoice that is being synced from Vtiger to Xero has a Group Discount, it is skipped, and an error message is shown. This is because Xero does not support group discounts.
- If a Vtiger invoice has a Group Tax, all the selected taxes in Vtiger should be available in Xero as Combined Tax. If not, the invoice is skipped, and an error message is shown.
- Individual discounts from Vtiger are mapped to their respective line item discounts in Xero.
- If Deducted Taxes are enabled for a Vtiger invoice, the invoice is skipped, and an error message is shown.
- Xero to Vtiger:
- Only Sales Invoices are synced from Xero to Vtiger.
- Since Xero provides only individual taxes, you must create invoices with tax type Individual.
- If there is a line item with no item name while syncing invoices from Xero to Vtiger, an invoice record with the name '??????' is created in Vtiger.
- If a Xero invoice has only a Description as 'Charges' and no item name, then its unit price is mapped to Vtiger Shipping Charges and its related taxes to Vtiger Shipping Taxes.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment