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CRM Compatibility :
Edition: Open Source
Version: 1.5 & above
Xero Integration for Joforce CRM
Product version 1.0
Bridge the gap between your Joforce CRM and Xero accounting software. Maintain up-to-date accounts data in both CRM and accounting software with Joforce CRM Xero Integration.
- Quickly integrate Xero and Joforce CRM with secured API.
- Able to sync Products, Organisations, and Invoice bidirectionally.
- One-way sync of Accounts module data from Xero to Joforce.
- Schedule records data sync using cron with no human interference.
- Map the CRM fields with Xero fields using field mapping.
- Get email notifications about the status of sync.
- Sync all or chosen records to Xero accounting software.
- Sync Invoice with specific status to Xero.
- Logs to audit the data sync.
- Put your sync in the queue to get to know all scheduled sync.
$999
Single Domain
1 Year Free Support & Upgrade
Requires ionCube Loader (10 or ↑)
How Joforce CRM Xero Integration works
Connect Xero & Joforce
Get started with configuring Xero API details in Joforce, and then perform your data sync.
Sync your data
Joforce and Xero Integration let you send Organisation, Invoice, and Product records in both directions.
Notified promptly
Get instant email notifications for all sync once completing every sync.
Joforce Xero Integration
Features
Features
More Reliable sync
- Sync Products, Invoices, Services, and more data bi-directionally.
- Reliable data sync with Secured API.
- Sync all data in a go or sync any chosen records of your wish from Joforce to Xero.
Map fields for perfect sync
- Easy and intuitive mapping of Joforce CRM fields with the relevant Xero fields.
- Get your data synced between Joforce CRM and Xero based on the mapping.
- Use filters for invoice sync and sync particular records data to Xero.
Instant or Scheduled sync
- Do modifications in Joforce and get the changes mirrored in Xero.
- Up-to-date records maintenance in both Joforce CRM and Xero with schedule sync.
- Separate logs for both instant sync and schedule sync.
Get notified everytime
- Configure to get notifications whenever sync happens between your Joforce CRM and Xero.
- Trigger the notifications to receive alerts instantly or every day or weekly once or monthly once upon your interest.
