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Word: It is a module for Perfex CRM.

Integration with Xero

Integrating Xero with Perfex supplies complete perception into your enterprise operations, facilitating identification of areas for enhancement. This seamless collaboration between accounting software program and CRM ensures environment friendly information sharing throughout gross sales and accounting capabilities, encompassing buyer particulars, gross sales orders, bills, and invoicing.

The synchronization course of encompasses each historic and present information, together with invoices, buyer data, funds, and extra. With the Xero® On-line Module, customers can go for real-time or scheduled synchronization of accounts, taxes, invoices, funds, expense classes, and cost strategies.

It’s necessary to make clear that whereas the module helps each one-way and two-way synchronization, solely particular parts characteristic two-way synchronization. These embrace taxes, cost strategies, invoices, and bills. For different parts—corresponding to chart of accounts, expense classes, clients, objects, invoices, and funds (utilizing Xero’s base foreign money)—information flows between Xero® On-line and Perfex CRM in a one-way or partially synchronized method, relying on the configuration

Works with php 8.2 or much less

Xero Integration Image

Sync Funds

Sync Invoices (Two-Approach Sync)

Sync Taxes

Sync Gadgets

Sync Bills (Two-Approach Sync)

Sync Buy Orders (When you’ve got PO module put in)

Setting Up

For customers, no coding expertise are required to arrange the module. It’s a plug-and-play answer, and the included Quickstart Information affords a step-by-step walkthrough from making a Xero account to initiating information synchronization.

  1. Reset all syncs within the Xero Module settings to clear current synchronizations, together with dummy information like invoices, clients, and objects.
  2. Depart the privateness hyperlink clean for the reason that app is for private use. You possibly can set the “Firm or software URL” as “https://take a look at.com” or your web site URL, making certain it’s safe (https).
  3. Optionally, generate a brand new Consumer Secret.
  4. Resetting syncs will clear the present chart of accounts, permitting synchronization with the brand new manufacturing mode chart of accounts.
  5. Comply with the steps beforehand undertaken for the demo firm to finish the setup.

Steps to Create a Xero Internet App Integration

  1. Set Up a Xero Developer Account:
  2. Create a New App:
    • Navigate to the My Apps part and click on Create App.
    • Fill within the particulars: App Identify, Integration Kind (choose Internet App), and your group’s data.
    • Enter your Redirect URI (a safe HTTPS URL).
  3. Configure Your App:
    • Choose the permissions (scopes) wanted to your app.
    • Present your app URL and a hyperlink to your privateness coverage.
  4. Get hold of Consumer ID and Consumer Secret:
    • Retailer the Consumer ID and Consumer Secret securely; don’t expose them in client-side code.
  5. Implement OAuth 2.0 Authorization:
    • Assemble an authorization URL and redirect the person to Xero’s authorization web page.
    • Seize the authorization code returned to your Redirect URI.
    • Alternate the authorization code for an entry token by making a POST request to Xero’s token endpoint.
  6. Use the Entry Token to Make API Requests:
    • Embody the token within the Authorization header when making API calls.
  7. Refresh the Entry Token:
    • Use the refresh token to acquire a brand new entry token when the present one expires.
  8. Safe Your Utility:
    • Guarantee your app runs over HTTPS and securely retailer delicate data on the server aspect.
  9. Check Your Integration:
    • Use the Xero sandbox to totally take a look at your integration earlier than going dwell.

For additional particulars, please check with the Expense Sync Guide or go to the Xero Developer Documentation.


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