by Evolution Marketing

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.

  1. ghm101 member avatar

    ghm101

    3 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

  2. Darren_Flood member avatar

    Evolution Marketing Provider Affiliate

    3 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.

  3. Darren_Flood member avatar

    Evolution Marketing Provider Affiliate

    3 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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