Product
Bitrix Xero Connector
Free
In-app purchases

Bitrix Xero Connector

Integrates Invoices in Bitrix24 with Xero.

Install
Free
In-app purchases
  • Rating
    Too few ratings
  • Installations
    1972
  • Developer
Description
NZD 566/year per Bitrix24 domain.
  • 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 every time 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 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.
  • Items from Xero can be imported as Products in Bitrix24.
  • The default currency can be specified for import.
  • "Add New Product" 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.
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