BITRIX24 <-> XERO INTEGRATION

Streamline your Xero invoicing with Bitrix24 Self-hosted

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 integration module for a Self-Hosted Bitrix24 and a private Xero account has been implemented by developers in Webbee Limited, Auckland based Bitrix24 Gold Partner in New Zealand. 

Bitrix24 is considered to be a Master system, that generates invoices and transfer them into your Xero account.

The current set of features:

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Main features


Automatically transfers

A new invoice created in Bitrix24 automatically transfers to Xero as a Draft

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.