Connecting SugarCRM and Xero via SalesRoller gives you one place for all the information you need to have conversations with clients.
    Overview
    1. Make client information easier to access: Connecting SugarCRM and Xero via SalesRoller gives you one place for all the information you need to have conversations with clients. Review accounts history with fast access to sales history information, respond to customer questions quickly, send invoices and get paid faster.
    2. Eliminate double handling: Use one central source of truth for both your CRM and accounting data and improve inefficient double handling of data.
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    SalesRoller + Xero

    Get the Full 360 degree view of your Customers. Enable your sales staff to see the full view of your customer in CRM by including invoice and sales history on customer contact and account records in SugarCRM. This means your sales team can see what clients have previously purchased, what they paid, how recently they ordered and if they owe anything to your business. This can all be done from inside SugarCRM with no access to Xero required.

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    Additional info

    Shared data

    Xero
    SalesRoller
    Contacts
    Currencies
    Invoices
    Items
    Tax Rates

    App details

    Added in 2021

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthroughsupport@evolutionmarketing.com.au

    Contact

    61734233551

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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.