Get the Full 360 degree view of your Customers
Enable your sales staff to see the full view of your customer in CRM by including invoice and sales history on customer contact and account records in SugarCRM. This means your sales team can see what clients have previously purchased, what they paid, how recently they ordered and if they owe anything to your business. This can all be done from inside SugarCRM with no access to Xero required.
Save time and eliminate duplication by syncing contacts between Xero and SugarCRM. Any contacts in Xero can be automatically linked to their matching contacts in SugarCRM with the Easy Setup Wizard. You can then select individual Contact and Account records in SugarCRM to be added and linked to Xero, so you don't need to double enter their information.
Xero SugarCRM Link highlights
Easy Setup Wizard - A simple multi-step process will guide you through the process of setting up the integration and performing the process of importing Xero contacts in SugarCRM.
Contact Sync - When contacts are added to Xero and are made active they will be added to SugarCRM. Select Contacts in SugarCRM that you want to individually add to Xero.
Sales Invoice Sync - Customer invoices will display on both the Account and Contact records in SugarCRM. Invoices include all product line items. As payments are made to invoices in Xero, the amount due will update on the synced invoice record in SugarCRM.
Enhanced SugarCRM Record Views - When viewing Account and Contact record views in SugarCRM, additional important information will be visible from Xero. Also, there will be sub-panels for sales and purchase history.
Matching Record Detection - Automated association of matching records that exist in Xero and SugarCRM.
Supplier Sync - Accounts in SugarCRM can be a Customer, Supplier or both. Supplier records will display purchases and Accounts that are both Suppliers and Customers can display associated invoices and purchases.
Purchases Sync - Purchases from suppliers will display on both their Account and Contact records in SugarCRM. Purchases include all product line items.
Directional Sync Control - Syncronization can be set to be Xero to SugarCRM, SugarCRM to Xero or to be full two way sync. This setting can be controlled per module
Automated Synchronization - Regular syncing is setup by the Initial Sync Wizard and provides multiple options for sync frequency.
- Free 30 day trial.
- Free Installation & Setup support if you need it.
- Free ongoing support.
Supports On Premise Hosting
Works great with your own hosting. Sugar's On Demand hosting support is coming soon.
Need a better Cloud Accounting system?
Xero is a cloud based accounting system that is used by businesses all over the world to simplify their accounting. You can use Xero to manage invoicing, bank reconciliation, book keeping, payroll & more. Click here for more information and a Free trial.
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