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XERO module for Perfex CRM - Synchronize Invoices, Payments

XERO module for Perfex CRM - Synchronize Invoices, Payments

Category: Add Ons
$45 Free
Last updated: 03 Oct 24

Description:

Integrating Xero with Perfex provides comprehensive insight into your business operations, facilitating identification of areas for enhancement. This seamless collaboration between accounting software and CRM ensures efficient data sharing across sales and accounting functions, encompassing customer details, sales orders, expenses, and invoicing.

The synchronization process encompasses both historical and current data, including invoices, customer information, payments, and more. With the Xero® Online Module, users can opt for real-time or scheduled synchronization of accounts, taxes, invoices, payments, expense categories, and payment methods.

Last Update 9 November 2024
Published 11 October 2020
High Resolution No
Compatible Browsers Firefox, Safari, Chrome, Edge
Files Included JavaScript JS, HTML, XML, CSS
Software Framework CodeIgniter
Software Version PHP 7.x
Tags automation, expenses, invoices, payments, perfex, perfex crm, xero, Xero Integration

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