RT Sugar Xero

RT Sugar Xero is an integration solution provided by Rolustech that connects SugarCRM and Xero Accounting, enabling businesses to streamline their processes and gain valuable insights into their customer base. This software solution is specifically designed for small to medium-sized businesses and caters to a variety of professions and industries, including sales and marketing teams, finance and accounting professionals, CRM users, retail and e-commerce businesses, and service-based industries.

Key Features

Streamlined Business Processes: Keep customer records up to date in both SugarCRM and Xero, eliminating the need for duplicate data entry.

Greater Insights: Combine customer sales invoice and purchase order history with CRM data to gain a comprehensive view of customers in SugarCRM. Access information such as customer lifetime value, date of last payment, and total outstanding amounts within the CRM system.

Increased Cross-System Functionality: Empower CRM users to create sales invoices directly within SugarCRM, reducing manual effort and enhancing efficiency.

Automated Workflow: Trigger SugarCRM workflows based on sales history synced from Xero, ensuring seamless automation and streamlined processes.

More Effective Marketing: Identify and target clients based on their purchase history or specific areas of interest, allowing for personalized and targeted marketing campaigns.

Increased Understanding: Generate comprehensive reports within SugarCRM that combine data from both SugarCRM and Xero Accounting, providing a holistic view of business performance and financial metrics.

Initial Sync Wizard: Benefit from a guided setup process that simplifies the integration and enables the import of Xero contacts into SugarCRM, ensuring a smooth transition.

Matching Record Detection: Automatically associate matching records between Xero and SugarCRM, eliminating the need for manual record matching and ensuring data accuracy.

Contact Sync: Seamlessly sync Xero Contacts with SugarCRM Account and Contact records, facilitating efficient communication and collaboration between the two systems. Display the primary Xero contact record in SugarCRM and sync secondary contacts.

Supplier Sync: View purchases made from suppliers within SugarCRM, gaining a comprehensive overview of supplier interactions. Show associated invoices and purchases for records that serve as both suppliers and customers.