Description

Integrating Xero with Perfex provides comprehensive insight into your business operations, facilitating identification of areas for enhancement. This seamless collaboration between accounting software and CRM ensures efficient data sharing across sales and accounting functions, encompassing customer details, sales orders, expenses, and invoicing.

The synchronization process encompasses both historical and current data, including invoices, customer information, payments, and more. With the Xero® Online Module, users can opt for real-time or scheduled synchronization of accounts, taxes, invoices, payments, expense categories, and payment methods.

It’s important to clarify that while the module supports both one-way and two-way synchronization, only specific elements feature two-way synchronization. These include taxes, payment methods, invoices, and expenses. For other elements—such as chart of accounts, expense categories, customers, items, invoices, and payments (using Xero’s base currency)—data flows between Xero® Online and Perfex CRM in a one-way or partially synchronized manner, depending on the configuration