Xero makes it easy to track your businesses expenses and accounting with well designed mobile apps and web interfaces.
Add Xero to SheepCRM
Navigate to Settings
Scroll down to the "Financial Services" section
Click the "Connect to Xero" button
You'll be asked to login to Xero and to approve access for Sheep to your data.
Integration Details
Contacts
Contact created in Xero pulled to Sheep?: No (contacts in Xero can be low quality)
Contact created in Sheep pushed to Xero? Yes, on demand, not automatic
Contact matching from Xero to Sheep? Yes, triggered by changes in Xero. Matched records are linked and missing fields filled in.
Payments
Payments created in Xero pulled to Sheep?: Not by default; choose the accounts codes to import (request via support, self-services coming)
Payments created in Sheep pushed to Xero? No
Linked Contacts will show Xero payments in the partner section of the transactions tab for the contact
Invoices
Invoices created in Xero pulled to Sheep?: No
Invoices created in Sheep pushed to Xero? Yes, on demand, not automatic
Linked Contacts will show Xero invoices in the partner section of the invoices tab for the contact
Use custom contact links for direct connection
Custom contact links connect your contacts in Xero with your customer details in SheepCRM
Create a custom contact link
Click on the organisation name, select Settings, then click Custom Contact Links.
Click Add a Custom Link.
Name – Enter the name SheepCRM.
Link Definition – Enter the URL
https://sheepcrm.com/api/v1/your-database-name/partner/xero/externalid/Contact Fields Chooser – Select the contact field "ContactID" in Xero to match the link you want to create.
Add a "/" to the end of the URL after the Xero Contact ID
Click Save.
Once you've created a custom link, every contact in Xero will have a direct link to this system.
A full link should look like this: https://sheepcrm.com/api/v1/example/partner/xero/externalid/{!CONTACTID}/