What are the conditions and limitations in the sync process between Vtiger and Xero?
The following are the conditions and limitations in the sync process between Vtiger and Xero:
- If there are duplicate products, services, or organizations in Vtiger, and you try to sync them with Xero, only one record is created in Xero for all the duplicates.
- Taxes are synced from Xero to Vtiger. If you have a tax with the same name in Vtiger and Xero, then Xero overwrites the existing Vtiger tax rate.
- Combined Taxes and Compound Taxes from Xero are copied to Vtiger as a single tax with an effective tax rate.
- All the related contacts in Xero are created as contact records in Vtiger and linked to their organization.
- If a Vtiger invoice has Shipping Charges and Shipping Tax percentage, then a Description called 'Charges' is created in Xero.
- For both the Individual and Group tax types in a Vtiger invoice, line items must have the same tax names and tax rates available in Xero.