11.5 XERO INTEGRATION

Xero Online integration is a free module that comes with your iGlobe CRM license.
 
Having credible data both in CRM and ERP is always important. Connecting Xero Online with iGlobe CRM Office 365 means that users of Xero Online and iGlobe CRM can retrieve information about Organizations and transactions, from Xero Online to iGlobe CRM, in a fast and effortless way. The integration will, among other things make it easier to get the full overview of each single customer.
 
        Import customer information from Xero Online to iGlobe CRM
        Update your customer information from Xero Online to iGlobe CRM
        Ensure consistency between the statements made in the two systems-synchronization of Xero Online -customers with CRM-customers
 

Setup

The integration between CRM and Xero iGlobe made up of CRM administrator in the Administration menu. 
 
The first step is getting a Client ID and a Client secret ID that you will need for authenticating iGlobe CRM against Xero Online.
 
IMPORTANT!  Send an e-mail to support@iglobecrm.com with the URL of you iGlobe CRM App. Here is an example of a URL
 
 
With this URL iGlobe will generate a unique a Client ID and a Client secret ID for your CRM and send it back to you.
 
Next step is to enter the Client ID and a Client secret ID in the configuration of iGlobe CRM.
 
In the Administration menu, select the menu item App Config and enter the Client ID and a Client secret ID in the fields as shown below.
You are now ready to authenticate iGlobe CRM against your Xero Online Organization. In the Administration menu, select the menu item Integration, “Xero Online”. This opens the Xero Online configuration page.
 
Click on “Connect with Xero Online” to connect and authenticate to Xero. After you have connected successfully, enter your company financial year start date and connector is set up.
 

Import and updating Organizations

In the Administration menu, select the menu item integration, “Xero Online”.  iGlobe CRM gives you three options.
 
Import – import all your Organizations from Xero Online into iGlobe. This feature will typically be used in connection with the implementation of iGlobe CRM.
Import & Update– import new Organizations from Xero Online to iGlobe CRM as well as updating existing Organizations.
Update -update of existing Organizations. This will typically apply in connection with the updating of financial ratios from Xero Online to iGlobe CRM. The update function requires that there is a key between the Organization in iGlobe CRM and Xero Online. The Key in iGlobe is the Customer ID, while the Key for Xero will be the ID.
 
Save your import profiles
iGlobe CRM allows you to save the import routines giving you the ability to reuse import routines. After you have created an import function (see following description) you just need to "Save".
 

Setting up an import function

In the Administration menu, select the menu item integration, “Xero Online”. This opens an Xero Online integration page.
 
Specify an import "title"
Under the "Target", select the "type" you want to import.
Companies-CRM Company
Contacts – CRM Contact
 
Import of Customer
In the "Target" select CRM Company
This will load a list of fields from the customer form of iGlobe CRM on the left side. In Source (from Xero), select "Organization".  
 
Following is the mapping example of customer
 
Note: 
"Title" in iGlobe CRM corresponds to the "Company name" that is, the customer's name
 
Importing contacts
In the "Target" select CRM Contact. In Source (from Xero), select "Contact"
 
This will load a list of fields from the contact of iGlobe CRM on the left side while the fields from Xero displays on the right side. Remember to select a key (Key) that can link the contact with the corresponding company. If you don’t have any key field then select “ID” as key field.
 
 
Avilable mapping for Comapny
 

CRM Company Field

Xero Account Field

 

*Title

Name

 

*Company name

Name, LegalName

 

*Address

Address

 

Address 2

Address2

 

Address 3

Address3

 

Country

Country

 

State

Region

 

City

City

 

Zip code

PostalCode

 

Phone

Phone, DirectDial

 

Fax

Fax

 

Company VAT

TaxNumber

 

Homepage

WebSite

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Avilable mapping for Contact
 

CRM Contact Field

Xero Contact Field

*Title

Id

Company

Organisation

*First name

FirstName

*Last name

LastName

Email

EmailAddress

Direct phone

DirectDial

Mobile

Mobile

Nearest fax

Fax

Skype id

SkypeUserName

Address

Address

Address 2

Address2

Address 3

Address3

Country

Country

State

Region

City

City

Zip code

PostalCode

Phone

Phone

Fax

Fax

 

 
Import from an existing mapping
 From Admin tab select Integration > Xero Online it will show Xero Online integration page, click on an item from item list.
 
It will show you the mapping details. From here your can change field mapping and importing data from mapping. But if you want to create new mapping from here then click on the selected item. Then it will deselect the item. Now change the mapping as you want. Click on “Save” button to save mapping or click on “RUN” button to perform your selected operation.
 
[Note: If an existing is selected then it will always update the existing mapping, but if it is deselected then it always creates new map. If you click on an existing item from item list then it is selected. If you click on the selected item again then it is deselect.]