Description

Integrating Xero with Perfex gives full visibility into how your business is running and where it can be improved. Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing

Syncs both old and new Invoices, Customer Infomation, Payments etc.

Xero® Online Module enables you to synchronize in Real Time or Scheduled, your Accounts, Taxes, Invoices, Payments, Expense Categories, Payment Methods etc…

It is worth noting that although this module uses one way sync, there are some aspects that we run:

Two-way sync: Taxes & Payment methods
One-way sync from Xero® Online to Perfex CRM: Chart of Accounts & Expense Categories
One-way sync from Perfex CRM to Xero® Online: Customers, Items, Invoices & Payments (Using Xero’s base currency)