SalesRoller

Link Xero Cloud Accounting and SugarCRM for the full 360 degree view of your customer information.

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FAQ

Can I backup my Xero data?

You can not backup Xero data in a traditional sense. You can export most of the data to CSV/google docs. Click here to view instructions on how to export data and click here to see what formats you can export to.

ghm101
7 years ago

A question, Can invoices be created in the Xero System based on data from the CRM system? Or is it the other direction?

Thanks

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Evolution Marketing Provider Affiliate
7 years ago

In version 1 the invoices only sync from Xero to SugarCRM. We have the functionality available for it to go both ways but have some further testing on that we want to complete before releasing it.

If you have any specific requirements about invoice creation from SugarCRM we'd be very interested to hear them.

Thanks.

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Evolution Marketing Provider Affiliate
7 years ago

I'd also add that creating invoices from SugarCRM into Xero is a critical part of our vision for the link.

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Vincent
a year ago

Hi, has the product been updated since these listed on your website? https://help.evolutionmarketing.com.au/SalesRoller/Release-Notes.1812594826.html

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- Evolution Marketing Provider Affiliate
  a year ago
  
  Hi Vincent
  
  Yes SalesRoller has been updated. We are actively maintaining and adding features to SalesRoller. We have been adding some new features to the plugin and once we have completed QA we will be updating the release notes. You can book to have a demo here https://evolutionmarketing.com.au/software/salesroller/. Happy to answer any other questions.
  
  Thanks Damon
  
  reply