Bitrix Xero Connector



Bitrix Xero Connector

CloudXchange
Kostenlos

Information

  • Veröffentlicht: 13.11.2014
  • Installationen: 861
  • Version: 1

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  • Integrates Invoices in Bitrix24 with Xero.
    Integration is two-way.

    Invoices can be created in Xero fr om Bitrix24, updates are sent to Xero from Bitrix24 and payment statuses from Xero are synced back to the invoice in Bitrix24.

    Gold version supports Contacts and Items sync with Xero.

    The trial install is a fully functional Gold version limited to 10 invoices only.
    The count is based on number of invoices synchronised with Xero.

    Users must purchase after this lim it is reached, all functions are disabled until purchase is confirmed.
  • Version 1

    Gold $120 / month

    • Invoice statuses in Bitrix24 & invoice statuses in Xero
      • Users can create a custom map between invoice statuses in Bitrix24 and Xero, i.e. users can specify what invoice status in Bitrix24 maps to what invoice status in Xero.
      • This allows users to use any custom invoice statuses they may have added in Bitrix24.
      • This mapping is done during the initial setup only, and not everytime the app is used.
    • Create / Edit invoices in Xero
      • Invoice(s) from Bitrix24 can be created or updated in Xero by pressing the “Create / Edit on Xero” button.
      • If the invoice is already present in Xero, it is updated with all information from the invoice in Bitrix24.
      • If this invoice is not present, the app generates it in Xero and assigns it to the relevant contact.
      • All Products on the invoice in Bitrix24 are added as line items on the invoice in Xero.
      • If the invoice is created for a contact that does not exist in Xero, this contact is created automatically in Xero and marked as a customer.
    • Status updates from Xero
      • When the “update from Xero” button is pressed, all invoices with their statuses are looked up from Xero.
      • If any invoice status has changed, for e.g. if an invoice is marked as Paid, the new status is applied to the invoice is Bitrix24.
    • User access permissions
      • The app respects user access permissions for viewing / editing invoices.
      • Users will only be able to see invoices that they have privileges for.
      • Users can use any login with Xero to use the app.
      • The login to Xero is kept alive for 30 mins and the user is logged out automatically after.
    • Responsive design, pagination and dynamic display
      • The app is built with using responsive design features and thus will render on any device — desktop, mobile or tablet.
      • Results are also paginated for better user experience.
      • Users can sel ect the number of results shown per page.
    • Date range filter for invoices
      • Invoices can be filtered by thier last modified dates to show only relevant invoices to sync with Xero.
      • This enables users to focus on invoices by period.
      • Company and Contact information is also displayed for each invoice.
    • Contact and Companies sync
      • Customer contacts from Xero can be imported as Companies into Bitrix24.
      • All details including Name, Address, Phone and email are imported into Bitrix24.
    • Product import from Xero
    • Items from Xero can be imported as Products in Bitrix24.
    • The default currency can be specified for import.
    • Item Codes, Names and Prices are imported into Bitrix24.
    ·  "Add New Product" tab
    • This tab is used to add a new Product to Bitrix24 and Xero at the same time.
    • User can specify prices, names, product section & Xero details.
    • Xero Account Codes are looked up in real time and predictive codes are offered as the user types in the field.

    Silver $80 / month
    • Invoice statuses in Bitrix24 & invoice statuses in Xero
      • Users can create a custom map ​between invoice statuses in Bitrix24 and Xero, i.e. users can specify what invoice status in Bitrix24 maps to what invoice status in Xero.
      • This allows users to use any custom invoice statuses they may have added in Bitrix24.
      • This mapping is done during the initial setup only, and not everytime the app is used.
    • Create / Edit invoices in Xero
      • Invoice(s) from Bitrix24 can be created or updated in Xero by pressing the “Create / Edit on Xero” button.
      • If the invoice is already present in Xero, it is updated with all information from the invoice in Bitrix24.
      • If this invoice is not present, the app generates it in Xero and assigns it to the relevant contact.
      • All Products on the invoice in Bitrix24 are added as line items on the invoice in Xero.
      • If the invoice is created for a contact that does not exist in Xero, this contact is created automatically in Xero and marked as a customer.
    • Status updates from Xero
      • When the “update from Xero” button is pressed, all invoices with their statuses are looked up from Xero.
      • If any invoice status has changed, for e.g. if an invoice is marked as Paid, the new status is applied to the invoice is Bitrix24.
    • User access permissions
      • The app respects user access permissions for viewing / editing invoices.
      • Users will only be able to see invoices that they have privileges for.
      • Users can use any login with Xero to use the app.
      • The login to Xero is kept alive for 30 mins and the user is logged out automatically after.
    • Responsive design, pagination and dynamic display
      • The app is built with using responsive design features and thus will render on any device — desktop, mobile or tablet.
      • Results are also paginated for better user experience.
      • Users can select the number of results shown per page.

    * Prices are in USD per Bitrix24 domain.

  • Developed by CloudXchange Ltd.
    www.cloudxchange.co.nz

    support@cloudxchange.co.nz / info@cloudxchange.co.nz
  • After installing the app from MarketPlace, users will be able to see "Xero Connector" on their sidebar menu.

    Click on "Xero Connector" and specify the mapping of invoice statuses between Xero and Bitrix24, i.e. invoice statuses in Bitrix24 corresponds to what invoice statuses in Xero.

    Once the mapping is setup, users will be presented with app screen which shows a list of invoices and buttons to sync with Xero.

    The "Add a New Product" tab must be used if new Products are to be added. This tab will add the Product in Bitrix24 and also add it as an Item in Xero.
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