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.
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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