Automatically transfers
A new invoice created in Bitrix24 automatically transfers to Xero as a Draft
XERO
Xero is world-leading online accounting software built for small business.
Bitrix 24
Tools for client management, tasks and projects, customer support, internal communications and e-commerce.
Bitrix24 Xero integration
Data sync between Xero and Bitrix24 Self-Hosted is available in auto mode.
The current set of features:
Main features
Data from a Bitrix24
Data from a Bitrix24 invoice is passing into a Xero invoice (ItemCode, Description, Qty, Price, GL SalesCode, Tax Rate);
Sales Account
Sales Account (General Ledger code) have to be assigned to each Product item in a Bitrix24 catalog;
Invoice statuses updates
Invoice statuses updates in both directions (interval is 30sec-5min);
Any changes
Any changes to the existing invoice in Bitrix24 will be synced to the existing Xero invoice (while in Draft status);
Contact/Company
Contact/Company linked to the invoice in Bitrix24 creates in Xero;
Once invoice in Xero
Once invoice in Xero been sent to a client, the status will be changed to Authorized and sent back to Bitrix24;
Once invoice paid in Xero
Once invoice paid in Xero, the PAID status will be sent back to Bitrix24;
Initial import Companies from Xero to Bitrix24
Initial import Companies from Xero to Bitrix24 Initial import Contacts from Xero to Bitrix24 Initial import Products from Xero to Bitrix24
Technical
The Dashboard
The Dashboard with an agent running details;
The Queue
The Queue of invoices allows avoiding Xero API restrictions in 60 requests per minute;
Fully automated transaction
Fully automated transaction flow;
Sync
Sync activity log;
Webhook based.
Webhook based
In development
The invoice in Xero
Changes in the invoice in Xero sync back to Bitrix24;
Contact /Company in Xero
Changes in the Contact /Company in Xero sync back to Bitrix24.
Screenshots
Configuration and settings pages
If you are interested in this module
Please fill the form below for the setup arrangement.
