A simple multi-step process will guide you through the process of setting up the integration and performing the process of importing Xero contacts in SugarCRM.
Automated association of matching records that exist in Xero and SugarCRM.
Sync Xero Contacts with SugarCRM Account and Contact records. The Xero Primary contact record is displayed in Sugar and Secondary contacts can be synced also.
Accounts in SugarCRM can be a Customer, Supplier or both. Supplier records will display purchases and Accounts that are both Suppliers and Customers can display associated invoices and purchases.
Customer invoices will display on both the Account and Contact records in SugarCRM. Invoices include all product line items. As payments are made to invoices in Xero, the amount due will update on the synced invoice record in SugarCRM.
Purchases from suppliers will display on both their Account and Contact records in SugarCRM. Purchases include all product line items.
Syncronisation can be set to be Xero to SugarCRM, SugarCRM to Xero or to be full two way sync. This setting can be controlled per module.
Regular syncing is setup by the Initial Sync Wizard and provides multiple options for sync frequency.
When viewing Account and Contact record views in SugarCRM, additional important information will be visible from Xero. Also, there will be sub-panels for sales and purchase history.
