by Faye

Our SugarCRM Xero Integration by Faye allows users to automate critical processes, reduces the duplication of efforts, and maintains data integrity across sales, CRM, and accounting functions.

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Unify your sales and finance data for smarter decisions and happier customers

By pushing Xero invoice data to SugarCRM, sales and customer service teams can access up-to-date financial data within the CRM they use daily. This provides a comprehensive view of customer interactions, including their sales histories.

Key Benefits

  • Two-Way Account Sync: Customer details stay perfectly in sync between SugarCRM and Xero, automatically.
  • Contact Harmony: Keep your entire team on the same page with unified contact information across both platforms.
  • Financial Insights at Your Fingertips: Access real-time Xero invoice data directly in SugarCRM for a complete customer view.

Requirements

Users will require active SugarCRM and Xero accounts. If you’re not an active SugarCRM user, we can help you get started!

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