In this page, replace all the occurences of Xero by the name of the app
Here you will find all the information you look for regarding the data sharing between Xero and the other apps of the marketplace
Add here a list of workflows that the user will be able to accomplish with other apps, e.g.:
You can create your contact in vTiger, and attach an invoice to this contact in vTiger, then change the status of the invoice to "Paid" in Quickbooks
When you create a new customer in Xero, it is automatically shared in your CRM (like vTiger, Salesforce), as well as any update.
If an invoice is created in your e-commerce system (Magento, Shopify, Neto), it is replicated in Xero.
When time is recorded in your time tracking system, it is automatically synchronised with Xero if the payroll module is active.
In following sections, add the data shared with Connec! and other apps on the platform:
- "Entity shared", use the name of the entity displayed for the user in the application, update entities or add new entities if necessary
- "From Xero to other apps" and "From other apps to Xero" : add the corresponding sign to indicate if the data is pushed/pulled to Connec!
Entity in Connec! | Entity in Xero | From Xero to other apps | From other apps to Xero | See it on my Impac! Dashboard |
---|---|---|---|---|
Company | Company | |||
Contacts | Contacts | Invoice List widget (If invoice is attached) | ||
Invoices | Invoices | All invoice widgets | ||
Iems | Products | Growth per product widget (if sales behind product) | ||
Purchase orders | Purchase orders |
Entity | From Xero to other apps | From other apps to Xero | See it on my Impac! Dashboard | |
---|---|---|---|---|
Accounts | Accounts | Account balance / Accounts comparison widgets | ||
Invoices | Invoices | All invoice widgets | ||
Credit Notes | Credit Notes | |||
Journals (MANUAL and GENERATED) | Journals (MANUAL and GENERATED) | Balance sheet widget (corresponding accounts are updated) | ||
Payments | Payments | Balance sheet widget (accounts receivables / accounts payables are updated) | ||
Taxe Codes | Taxes |
Only for Australian and US companies |
Entity | From Xero to other apps | From other apps to Xero | See it on my Impac! Dashboard |
---|---|---|---|
Employee | Employees list widget | ||
Employee salary | Employees list widget | ||
Pay item | |||
Pay run | |||
Pay schedule | |||
Time sheet | Timesheets widget (only record the total time worked) | ||
Work locations (only for US company) | |||
Leave application (only for AU company) | |||
Transfers |
Organizations and Contacts created in your CRM will appear in Xero under the Contacts tab with the Organization name linked to a Xero Contact name. The people belonging to the organization in your CRM will be listed as Primary person and People. The address of the CRM Organization will be used as the address in Xero Contact.
Notes :
Products created in your CRM are available in Xero under Settings > Inventory Items.
Notes :
Sales Invoices and Purchase Orders created in your CRM appear in Xero under Accounts Sales and Purchases.
Notes :
Are you using a Xero demo organisation?
Problem: in Xero demo organisation, the HR/Payroll data have to be activated to be fetched by our data sharing engine.
Solution: To activate the HR/Payroll data:
Have you checked the check-box to allow payroll access?
Problem: HR/Payroll data is shared between Xero and other apps only if you have to activated the feature when connecting the Xero app
Solution: To activate the HR/Payroll data:
If an item is tracked it means Xero tracks the quantity on hand and value of the item. There are stricter business rules around tracked items to facilitate this e.g. you can’t create a sales invoice for that item if you don’t have sufficient quantity on hand. Untracked items are goods or services you can specify on transactions but Xero does not track quantities on hand or total value. Read more about tracked and untracked items in Xero’s help centre.
You use Xero as your main inventory tracking application
Problem Inventory tracking is not activated on Xero by default.
Solution You just need to edit your item in Xero to track inventory
You do not use Xero as your main inventory tracking application
Problem Inventory tracking information (e.g. quantity on hand) is read-only from Xero. It's a limitation on Xero API. This leads to the following consequence: no inventory information can be pushed from other applications to Xero. If you increase or decrease the quantity of your item in your inventory tracking application, it won't be reflected in Xero.
Solution Do not track items inventory in Xero if you already have an application to track inventory
It happens when you create an organization in Xero which has currency other than USD and AUD and you try link payroll. An alert will be displayed "The app has requested access to data that this organization doesn't allow. For further information please contact the app's provider".
We only support Australia and USA for Payroll. Screenshot when you check the box Payroll:
All the apps available on Maestrano marketplace share data with Xero
However, these three apps are the best matching for Xero
Appointedd
Constant Contact
vtiger