I would like to see ...

add Sugar CRM integration

I NEED this so much, not just for my own purposes but as I also am a CRM Consultant / Integrator for small businesses. I could easily provide a lot more customers for Xero if you can manage to get this done :)

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    anonymousanonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    10 comments

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      • GlennGlenn commented  ·   ·  Flag as inappropriate

        Hi guys,

        We have completed the SugarCRM connector for Xero along with the related documentation and testing. You can view information on the connector at:

        http://www.crmonline.com.au/go/learn-more/sugarcrm-xero/

        In addition, the installation guide is at:

        http://www.crmonline.com.au/static/documentation/SugarCRM%20Connector%20for%20Xero.pdf

        Our connector creates sales and purchases modules within SugarCRM and creates these as subpanels for accounts, contacts, cases, projects and opportunities.

        So, you can simply create a sale or purchase directly against an account or opportunity and this will create the corresponding invoice in Xero as well as push the client details into the accounting package.

        In addition, it synchronizes payment status back to the accounting package so that you can report on this and easily view status of invoices within the CRM. In addition, this also provides the ability for people to generate payment of commissions from this payment data - i.e. you could write a wizard that generates payments to a sales consultant based on client payments.

        Don't hesitate to contact us if you have any queries.

      • GlennGlenn commented  ·   ·  Flag as inappropriate

        We'll make the connector official on the Xero site + will announce it here also.

      • Pete MarchettiPete Marchetti commented  ·   ·  Flag as inappropriate

        Hi everyone,

        OneSaas (www.onesaas.com) is a SaaS integration solution for cloud based applications. We are currently developing a connectors for Sugar CRM and a Xero connector is currently available. If you have a need for Sugar CRM integration, you may contact us at support@onesaas.com and we can discuss expediting the development of the connector.

        Regards, 
Pete
        OneSaas - SaaS to SaaS Integrations Made Easy

      • GlennGlenn commented  ·   ·  Flag as inappropriate

        Hi Rhys,
        Yep - we're up and running with the connector. It's part of a project that we're rolling out this week. We should get a chance to put the documentation together and release it once we've rolled out this project.

      • Rhys RobertsRhys Roberts commented  ·   ·  Flag as inappropriate

        Glenn / anyone else,

        Any update on timing on this? I have a client who is hanging out for this,
        Cheers, Rhys

      • GlennGlenn commented  ·   ·  Flag as inappropriate

        Hi guys,
        Just an FYI - we're currently developing this. My company developed the connector between SugarCRM and Saasu.com and are developing the Xero integration as part of a current project. Shouldn't be too far off and we'll let people know once it's ready and all documentation is ready to go.

      • Jacqueline RogersJacqueline Rogers commented  ·   ·  Flag as inappropriate

        One of your consultants advised us fairly recently that the integration of Xero and SugarCRM was imminent, one of the key reasons we chose Xero. When will it happen?

      • jamesjames commented  ·   ·  Flag as inappropriate

        wow still talking about this since 2008 - come on when is it going to happen?

      • IqbalIqbal commented  ·   ·  Flag as inappropriate

        Would like to see quotes converted into Sales Orders in Xero. All financial information from xero gets attached to accounts in Sugar (give you an overview/reports of the customers finance to sales rep).

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