Note: This is a module for Perfex CRM.

Integration with Xero

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.

It’s important to clarify that while the module supports both one-way and two-way synchronization, only specific elements feature two-way synchronization. These include taxes, payment methods, invoices, and expenses. For other elements—such as chart of accounts, expense categories, customers, items, invoices, and payments (using Xero’s base currency)—data flows between Xero® Online and Perfex CRM in a one-way or partially synchronized manner, depending on the configuration

Works with php 8.2 or less

Sync Payments

Sync Invoices (Two-Way Sync)

Sync Taxes

Sync Items

Sync Expenses (Two-Way Sync)

Sync Purchase Orders (If you have PO module installed)

Setting Up

For users, no coding skills are required to set up the module. It’s a plug-and-play solution, and the included Quickstart Guide offers a step-by-step walkthrough from creating a Xero account to initiating data synchronization.

1. Reset all syncs in the Xero Module settings to clear existing synchronizations, including dummy data like invoices, customers, and items.
2. Leave the privacy link blank since the app is for personal use. You can set the “Company or application URL” as “https://test.com” or your website URL, ensuring it’s secure (https).
3. Optionally, generate a new Client Secret.
4. Resetting syncs will clear the current chart of accounts, allowing synchronization with the new production mode chart of accounts.
5. Follow the steps previously undertaken for the demo company to complete the setup.

Steps to Create a Xero Web App Integration

1. Set Up a Xero Developer Account:
   • Register on the Xero Developer Portal and log in to access the Xero Developer Dashboard.
2. Create a New App:
   • Navigate to the My Apps section and click Create App.
   • Fill in the details: App Name, Integration Type (select Web App), and your organization’s information.
   • Enter your Redirect URI (a secure HTTPS URL).
3. Configure Your App:
   • Select the permissions (scopes) needed for your app.
   • Provide your app URL and a link to your privacy policy.
4. Obtain Client ID and Client Secret:
   • Store the Client ID and Client Secret securely; do not expose them in client-side code.
5. Implement OAuth 2.0 Authorization:
   • Construct an authorization URL and redirect the user to Xero’s authorization page.
   • Capture the authorization code returned to your Redirect URI.
   • Exchange the authorization code for an access token by making a POST request to Xero’s token endpoint.
6. Use the Access Token to Make API Requests:
   • Include the token in the Authorization header when making API calls.
7. Refresh the Access Token:
   • Use the refresh token to obtain a new access token when the current one expires.
8. Secure Your Application:
   • Ensure your app runs over HTTPS and securely store sensitive information on the server side.
9. Test Your Integration:
   • Use the Xero sandbox to thoroughly test your integration before going live.

For further details, please refer to the Expense Sync Guide or visit the Xero Developer Documentation.