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 with Joforce CRM Xero Integration.

  • Connect your Xero and JoforceCRM via secured API.
  • Sync Products, Organisations, and Invoice bidirectionally between Xero and JoforceCRM.
  • One-way sync of Accounts from Xero to Joforce.
  • Schedule data sync using cron with no human intervention.
  • Map the corresponding CRM fields with Xero fields using fields mapping
  • Email notifications to view the status of sync
  • Sync all or selective records to Xero accounting software
  • Sync selected status of the invoice to Xero
  • Logs to audit the data sync
  • Queue to get to know all your the sync that are scheduled.
Single Domain
1 Year Free Support & Upgrade
Requires ionCube Loader (10 or ↑)

How Xero Joforce Integration works

Connect Xero & Joforce

Get your Xero API, configure it in Joforce CRM and start to sync records

Sync your data

Send your Organisation, Invoice, and Product records between Xero and Joforce

Instant notifications

Get instant email notifications for all sync once completing every sync.

Integrate Xero and JoforceCRM 

Get your Xero API key and configure it in your Joforce CRM to connect both.

configure-xero-with-api

 

Map the related fields

Choose the appropriate module and mapping the Xero and CRM fields of that particular module.

xero-joforce-mapping

Data Synchronization

Synchronize all your data instantly or schedule your data sync between your CRM and Xero.

 

sync-data-between-xero-joforce

Selected record sync

Lets you choose desired records from Joforce CRM and sync it to Xero.

selective-record-sync-xero-joforce

Selected Invoice status sync

Lets you choose and synchronize the selected Invoice status records from Joforce CRM to Xero.

sync-seletive-invoice-status-xero-joforce

Get notified

Enables you to get the sync info inside your inbox with different notification trigger options.

 

email-notification

Features

Features

Secured data sync
  • Sync your Products, Invoices, Services and more bidirectionally between JoforceCRM and Xero accounting software
  • Perform more reliable data sync by connecting your Xero and JoforceCRM using Secured API.
  • Sync all your data in one go or sync particular records from JoforceCRM to Xero.
Intuitive Field Mapping
  • Map your JoforceCRM fields with the relevant fields in Xero accounting software.
  • Based on the mapping, the data will sync between your JoforceCRM and Xero.
  • Use filters like select, approved, auto created, cancel and more for invoice sync to sync particular records to Xero
Instant and Scheduled Sync
  • Make any modifications in JoforceCRM and see the changes mirrored in Xero.
  • Maintain up-to-date records in both JoforceCRM and Xero by scheduling the sync process to sync data automatically.
  • View separate logs for both your instant sync and schedule sync that happens.
Easily get Notified
  • Receive notifications whenever sync happens between your JoforceCRM and Xero
  • Trigger notifications to get alert instantly or every day or weekly once or monthly once.

Have any Question ?

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