Xero Integration module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Xero Integration Module seamlessly integrates with Xero to enable real-time, two-way synchronization of essential business data. This module simplifies data management, enhances operational efficiency, and ensures your teams have access to accurate and up-to-date information at all times. By bridging the gap between Xero and your systems, it empowers your business to focus on growth and customer satisfaction. Designed to streamline operations and ensure data consistency, the module synchronizes the following key data sets between Xero and your system.

Demo

Xero Integration Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2024-12-26 Initial version Version 1.0.2 / 2026-06-08 Added support for selecting Xero Organizations during synchronization. Added product and commodity code synchronization during invoice sync. Added item description synchronization. Added Account Mapping options for Invoices and Payments to support Xero integration. Enhanced invoice synchronization by importing related products from Xero into CRM. Improved support for multi-organization Xero environments. Corrected integration labels from "QuickBook" to "Xero". Fixed automatic synchronization issues. Fixed customer synchronization from CRM to Xero. Fixed invoice download failures caused by missing Due Date values. Fixed customer download issues from Xero to CRM. Fixed organization settings not being saved correctly. Fixed missing tax lines and tax amounts when syncing invoices between Xero and CRM. Fixed duplicate invoice items when updating synchronized invoices. Fixed payment synchronization error: "Payment amount exceeds the amount outstanding on this document". Fixed missing tax type and tax amount display on invoices synchronized to Xero. Fixed "Item Code is not valid" errors during invoice synchronization. Fixed "null" response errors during customer synchronization. Fixed item and tax mapping issues for invoices downloaded into CRM and integrated with the Accounting & Bookkeeping module. Fixed various minor issues to improve synchronization reliability and accuracy. Version 1.0.3 / 2026-07-28 Improved client connection compatibility. Fixed the “Invalid scope for client” error occurring during connection. Fixed various minor issues to improve synchronization reliability and accuracy.