XERO module for Perfex CRM – Synchronize Invoices, Payments

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Version :

v1.2

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XERO module for Perfex CRM – Synchronize Invoices, Payments

Premium Category Products

Original price was: Rs3,735.00.Current price is: Rs780.00.

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Categories: Premium, PHP Scripts, Scripts & Code Tags: automation, expenses, invoices, payments, perfex, perfex crm, xero, Xero Integration, XERO module for Perfex CRM - Synchronize Invoices

Integration with Xero

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 note that while the module primarily operates on a one-way sync basis, certain elements feature two-way synchronization, such as taxes and payment methods. Additionally, data flows unidirectionally from Xero® Online to Perfex CRM for chart of accounts and expense categories, and vice versa for customers, items, invoices, and payments (using Xero’s base currency). Sync Payments Sync Invoices Sync Taxes Sync Items Sync Expenses Sync Purchase Orders (If you have PO module installed)

Setting Up

For users, no coding skills are required to set up the module. It’s a plug-and-play solution, and the included Quickstart Guide offers a step-by-step walkthrough from creating a Xero account to initiating data synchronization. Before going live with your “Live Company Account,” ensure that the Perfex CRM cronjob is enabled and operational for automatic scheduled synchronization.

Reset all syncs in the Module settings to clear existing synchronizations, including dummy data like invoices, customers, and items.
Leave the privacy link blank since the app is for personal use. You can set the “Company or application URL” as “https://test.com” or your website URL, ensuring it’s secure (https).
Optionally, generate a new Client Secret.
Resetting syncs will clear the current chart of accounts, allowing synchronization with the new production mode chart of accounts.
Follow the steps previously undertaken for the demo company to complete the setup.

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

Instant access to all plugins and all themes including all future releases
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

We Only provide WHMCS Module, how you can nulled any module step only !
Instant access to all plugins and all themes
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.