Submit a request Sign In
  • Logout
    Home  >   FAQs   >  What fields are mapped in the Invoices module for the Vtiger-Xero integration?
    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?

    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.


    ìmage not found
     
    Cases to consider while syncing Invoices
    1. 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. 
     
    1.  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.
    Note:  
    • The Base Currency in both Xero and Vtiger must be the same.
    • The currency with which an Invoice is created in Vtiger must be the same as Xero currency.
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger