Description
Xero Integration module for Perfex CRM
The Xero Integration Module for Perfex CRM offers seamless synchronization between your Perfex CRM and Xero accounting software, enabling efficient financial management and streamlined business processes. With real-time data transfer and automated workflows, this module simplifies invoicing, payments, and customer management by connecting your CRM and accounting system.
Key Features of Xero Integration Module
- Effortless Data Synchronization:
- Customer Sync: Automatically synchronize client details between Perfex CRM and Xero.
- Invoice Sync: Transfer invoices, including item details and taxes, from Perfex CRM to Xero in real time.
- Payment Sync: Sync payment records to ensure accurate financial reporting across platforms.
- Automated Workflows:
- Two-Way Integration: Keep data consistent across both platforms by enabling bidirectional sync.
- Scheduled Syncing: Automate the syncing process on a daily, weekly, or custom schedule.
- Custom Mapping: Match fields between Perfex CRM and Xero to suit your specific business requirements.
- Advanced Accounting Features:
- Tax Configuration: Map tax rates between Perfex CRM and Xero for accurate calculations.
- Multi-Currency Support: Handle transactions in different currencies with ease.
- Expense Tracking: Sync expense details to keep your accounts updated and organized.
- User-Friendly Interface:
- Centralized Dashboard: Manage all integration settings and view sync logs from a single interface.
- Quick Setup: Configure the module in just a few clicks with minimal technical expertise.
- Seamless Navigation: Access Xero features directly within Perfex CRM for a unified workflow.
- Secure and Reliable Integration:
- OAuth 2.0 Authentication: Ensure a secure connection between Perfex CRM and Xero.
- Error Logs: Identify and fix issues quickly with a detailed error tracking system.
- Data Privacy: All synced information is encrypted to maintain data confidentiality.
- Customization and Scalability:
- Custom Field Mapping: Align Xero fields with Perfex CRM to meet unique business needs.
- Scalable Design: Perfect for businesses of all sizes, with the ability to handle growing data.
- Expandability: Easily extend the module’s functionality using Xero’s robust API.
