Xero® Online Module for Perfex CRM – Spend less time on the books

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Version :

v1.0.3

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Xero® Online Module for Perfex CRM – Spend less time on the books

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: accounting, accounting system, expenses, intruit, invoices, payments, perfex, perfex crm, QuickBooks, taxes, xero, Xero Integration, xero online, Xero® Online Module for Perfex CRM - Spend less time on the books

Brief 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 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)

NOTE: This version of the module does not synchronize Expenses. We will be releasing that capability in a later version

Documentation:

There is no coding skills needed at all in order to set this module. It is just a plug and play script and you are good to go. The Quickstart Guide included with this package, takes you through a step by step process of getting this module live. From creating a Xero account to synchronizing your data.

Prerequisites

Perfex CRM cronjob needs to be enabled and running, in order for automatic scheduled synchronization to work.

Going Live

When you want to use your “Live Xero Company Account” follow the following steps: N.B// We have a feature called Reset: comes in-handy when you want to switch to your actual xero company account, this will prevent a clash within your accounts.

Reset all syncs in the Xero Module settings, this will clear all synchronizations. For dummy data just delete it that is: invoices, customers, items etc;
For the privacy link, since you are not publishing this app and is for personal use just leave it blank, you can set the “Company or application URL” as “https://test.com” or your website url, must be secured (https)
You can proceed and generate a new Client Secret if you wish.(optional)
When you reset your syncs it will clear your current chart of accounts, so you can synchronize the new production mode chart of accounts.
You are set. just follow the steps you followed while using the demo company.

(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.