Comments on: Let your software do the talking http://blog.xero.com/2008/08/let-your-software-do-the-talking/ Xero Accounting Software Thu, 09 Feb 2012 06:30:47 +0000 hourly 1 By: Glenn Richmond http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-14666 Glenn Richmond Sat, 30 Apr 2011 02:39:43 +0000 http://blog.xero.com/?p=490#comment-14666 Hi guys, We have completed the SugarCRM connector for Xero along with the related documentation and testing. You can view information on the connector at: http://www.crmonline.com.au/go/learn-more/sugarcrm-xero/ In addition, the installation guide is at: http://www.crmonline.com.au/static/documentation/SugarCRM%20Connector%20for%20Xero.pdf Our connector creates sales and purchases modules within SugarCRM and creates these as subpanels for accounts, contacts, cases, projects and opportunities. So, you can simply create a sale or purchase directly against an account or opportunity and this will create the corresponding invoice in Xero as well as push the client details into the accounting package. In addition, it synchronizes payment status back to the accounting package so that you can report on this and easily view status of invoices within the CRM. In addition, this also provides the ability for people to generate payment of commissions from this payment data - i.e. you could write a wizard that generates payments to a sales consultant based on client payments. Don't hesitate to contact us if you have any queries. Hi guys,

We have completed the SugarCRM connector for Xero along with the related documentation and testing. You can view information on the connector at:

http://www.crmonline.com.au/go/learn-more/sugarcrm-xero/

In addition, the installation guide is at:

http://www.crmonline.com.au/static/documentation/SugarCRM%20Connector%20for%20Xero.pdf

Our connector creates sales and purchases modules within SugarCRM and creates these as subpanels for accounts, contacts, cases, projects and opportunities.

So, you can simply create a sale or purchase directly against an account or opportunity and this will create the corresponding invoice in Xero as well as push the client details into the accounting package.

In addition, it synchronizes payment status back to the accounting package so that you can report on this and easily view status of invoices within the CRM. In addition, this also provides the ability for people to generate payment of commissions from this payment data – i.e. you could write a wizard that generates payments to a sales consultant based on client payments.

Don’t hesitate to contact us if you have any queries.

]]> By: Amy Domican http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-6304 Amy Domican Wed, 12 May 2010 22:21:23 +0000 http://blog.xero.com/?p=490#comment-6304 Hi SS, we do undertake our own integration with other products, but we have to prioritise this work based on where the demand is highest. At this stage we are progressing other priorities and also putting a lot of effort into our own API so that other developers can easily integrate with Xero. We encourage you to vote for the Sugar integration on our API feature request site as 3rd party developers are actively looking at our top integration requests. Here’s a link to this if you haven’t already done so. http://xero.uservoice.com/pages/28866-integration-with-other-products/ Hi SS, we do undertake our own integration with other products, but we have to prioritise this work based on where the demand is highest. At this stage we are progressing other priorities and also putting a lot of effort into our own API so that other developers can easily integrate with Xero. We encourage you to vote for the Sugar integration on our API feature request site as 3rd party developers are actively looking at our top integration requests. Here’s a link to this if you haven’t already done so.
http://xero.uservoice.com/pages/28866-integration-with-other-products/

]]> By: SS http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-6301 SS Wed, 12 May 2010 12:41:05 +0000 http://blog.xero.com/?p=490#comment-6301 Follow up to my last post, "Are you able to provide any kind of definitive timeline on Sugar integration?" Follow up to my last post, “Are you able to provide any kind of definitive timeline on Sugar integration?”

]]> By: SS http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-6097 SS Wed, 21 Apr 2010 12:26:11 +0000 http://blog.xero.com/?p=490#comment-6097 18 months on and still no sign of Sugar integration. As a web developer that liases with my SME client base regularly, they are looking to me to advise whether SAAS is a path they should consider. I can;t give any of them the green light until the Sugar integration goes through (I would NEVER recommend SalesForce to an SME). The reason is that it is not enough for Xero to be better than MYOB. That just makes it just another app. Where SAAS excites and cuts through is its capacity to create an end to end process with other apps for businesses that never thought they could afford such a thing. Are you able to provide any kind of definitive timeline on Sugar integration? 18 months on and still no sign of Sugar integration. As a web developer that liases with my SME client base regularly, they are looking to me to advise whether SAAS is a path they should consider. I can;t give any of them the green light until the Sugar integration goes through (I would NEVER recommend SalesForce to an SME).

The reason is that it is not enough for Xero to be better than MYOB. That just makes it just another app. Where SAAS excites and cuts through is its capacity to create an end to end process with other apps for businesses that never thought they could afford such a thing.

Are you able to provide any kind of definitive timeline on Sugar integration?

]]> By: Huw http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-5342 Huw Sun, 07 Mar 2010 00:35:19 +0000 http://blog.xero.com/?p=490#comment-5342 Great news that you're working on integrating with SugarCRM. I'm a long term user of SugarCRM and have just started using xero - if you could integrate the two with accounts, opportunities and invoicing then the workflow would be so smooth you would kill the competition - and I could then spend my time on the more enjoyable areas of running a business. Great news that you’re working on integrating with SugarCRM. I’m a long term user of SugarCRM and have just started using xero – if you could integrate the two with accounts, opportunities and invoicing then the workflow would be so smooth you would kill the competition – and I could then spend my time on the more enjoyable areas of running a business.

]]> By: martin http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-4374 martin Tue, 29 Dec 2009 13:15:10 +0000 http://blog.xero.com/?p=490#comment-4374 finished integrating sugar and xero? Kindly let me know finished integrating sugar and xero?
Kindly let me know

]]> By: Stewart http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-4234 Stewart Wed, 16 Dec 2009 12:43:17 +0000 http://blog.xero.com/?p=490#comment-4234 Would like to add my weight to SugarCRM and Xero integration. Would be fab..! Would like to add my weight to SugarCRM and Xero integration. Would be fab..!

]]> By: Rod Drury http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-3360 Rod Drury Sun, 01 Nov 2009 07:22:19 +0000 http://blog.xero.com/?p=490#comment-3360 Hopefully next week. We're testing now. It's looking good. Hopefully next week. We’re testing now. It’s looking good.

]]> By: allan http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-3359 allan Sun, 01 Nov 2009 07:18:41 +0000 http://blog.xero.com/?p=490#comment-3359 Any ETA on Freshbooks Integration? Any ETA on Freshbooks Integration?

]]> By: Dave http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-3251 Dave Wed, 21 Oct 2009 05:57:12 +0000 http://blog.xero.com/?p=490#comment-3251 I am shocked to learn there are so few integrations between CRMs and Web GL. SurgarCRM and vTiger seem logical for Xero. When I search Xero's help for upload or import - there does not appear to be any method (other than initial setup) to sync with a CRM. Since most CRMs now do invoicing I am confused. I am shocked to learn there are so few integrations between CRMs and Web GL. SurgarCRM and vTiger seem logical for Xero.

When I search Xero’s help for upload or import – there does not appear to be any method (other than initial setup) to sync with a CRM. Since most CRMs now do invoicing I am confused.

]]> By: MX http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-2665 MX Sun, 30 Aug 2009 10:09:21 +0000 http://blog.xero.com/?p=490#comment-2665 I've just realised that it was Daniel's post above I was referring to and not Rod's. I've also noted that Daniel posted earlier this month. (I think I need to get some sleep!) I’ve just realised that it was Daniel’s post above I was referring to and not Rod’s. I’ve also noted that Daniel posted earlier this month. (I think I need to get some sleep!)

]]> By: MX http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-2664 MX Sun, 30 Aug 2009 10:07:07 +0000 http://blog.xero.com/?p=490#comment-2664 Hi All, It's about a year since a comment was made but I would like to second Rod's push for Xero integration with SugarCRM. In addition to syncing accounts and contacts, integration with the SugarCRM Quotes module would be outstanding... I also concur with Rod's price point comments. Hi All,

It’s about a year since a comment was made but I would like to second Rod’s push for Xero integration with SugarCRM.

In addition to syncing accounts and contacts, integration with the SugarCRM Quotes module would be outstanding…

I also concur with Rod’s price point comments.

]]> By: Daniel Walmsley http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-2467 Daniel Walmsley Sun, 02 Aug 2009 12:17:16 +0000 http://blog.xero.com/?p=490#comment-2467 Hi there, my 2c: I would love the ability to sync my accounts and contacts from SugarCRM into Xero. As far as I'm concerned, SugarCRM is the first system that Xero should support because, as you rightly point out, the price point fits your market well. I've tried using Salesforce and to be honest they were incredibly pushy and frequently downright weird. I respect what they've been able to achieve but seriously, they need to start treating their customers as more than just wallets to be opened. Hi there, my 2c: I would love the ability to sync my accounts and contacts from SugarCRM into Xero.

As far as I’m concerned, SugarCRM is the first system that Xero should support because, as you rightly point out, the price point fits your market well.

I’ve tried using Salesforce and to be honest they were incredibly pushy and frequently downright weird. I respect what they’ve been able to achieve but seriously, they need to start treating their customers as more than just wallets to be opened.

]]> By: Rod Drury http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-242 Rod Drury Thu, 14 Aug 2008 09:58:44 +0000 http://blog.xero.com/?p=490#comment-242 An excellent question Martin. We're working on that now. First version allowing linking to CRM applications will be out shortly. It's a great example of how online accounting is so different from disconnected desktop accounting software. It just wants to link to all the other systems. We're especially looking at SalesForce and SugarCRM right now. Keen to hear what you think an interface should do. My understanding is that the Salesforce.com api is only available for enterprise customers so not sure it fits our market. Keen to hear anyone's thoughts. What are the CRM systems we should be talking too? An excellent question Martin. We’re working on that now. First version allowing linking to CRM applications will be out shortly.

It’s a great example of how online accounting is so different from disconnected desktop accounting software. It just wants to link to all the other systems.

We’re especially looking at SalesForce and SugarCRM right now. Keen to hear what you think an interface should do.

My understanding is that the Salesforce.com api is only available for enterprise customers so not sure it fits our market. Keen to hear anyone’s thoughts.

What are the CRM systems we should be talking too?

]]> By: Martin http://blog.xero.com/2008/08/let-your-software-do-the-talking/comment-page-1/#comment-241 Martin Thu, 14 Aug 2008 09:40:31 +0000 http://blog.xero.com/?p=490#comment-241 It's always interesting to see and read these kinds of posts ... what, if any, is the intention to link with a CRM sytle application (e.g. Salesforce.com) into the future? It’s always interesting to see and read these kinds of posts … what, if any, is the intention to link with a CRM sytle application (e.g. Salesforce.com) into the future?

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