Glenn
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An error occurred while saving the comment Glenn
commented
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.
An error occurred while saving the comment Glenn
commented
We'll make the connector official on the Xero site + will announce it here also.
An error occurred while saving the comment Glenn
commented
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.An error occurred while saving the comment Glenn
commented
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.
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.