Legrand CRM integrates tightly with Xero enabling your sales
and customer service teams to be informed on the customer’s purchase history.
Legrand Cloud CRM imports the following information from Xero:
· Vendors (selected)
· Product and Service items
· Sales invoices
· Sales balances (Aged Receivables)
Legrand Cloud CRM can create the following information in Xero:
- New customers
In this article we will cover:
- Setting up the link
- Synchronisation settings and sync logs
- Viewing Customer Sales History
- Transferring new Legrand CRM customers to Xero.
Setting up the link:
a) Navigate to the accounting
link page in Legrand CRM by clicking on the gear icon
Xero as the Accounting Application, and Click Save. Click on ‘Connect to Xero’
to start the process. Your web browser should automatically open a new tab
prompting you for your Xero Login Details.
c) Please enter your Xero account Login Details.
d) Once you have signed in, select the Xero Organisation you wish to link with Legrand CRM (some organisations have more than one company).
e) As Legrand CRM will be accessing your data in Xero, please select Authorize to continue.
f) Congratulations! Legrand CRM and Xero are now connected!
Synchronisation Settings and Sync Logs:
Once you have linked your Legrand CRM with Xero, you will see a Xero tab available in the Legrand module bar.
Please navigate to this page to start the sync process.
Legrand Cloud CRM requires a minimum amount of contact
information in Xero to sync successfully.
In order to create a Company record there must at least be a Company name, and to create a contact record there must at least be a Last Name. This sounds logical, however Xero allows you to create Customer records that do not have a contact name or even a company name
The first step is to review your Sync Settings.
Please navigate to the Sync Settings tab available on the sidebar.
Direction of transfer:
By default, the direction of transfer is from Xero to Legrand Cloud CRM. However, if you wish to have new contacts created in the CRM transferred to Xero without having to do so manually, you can change the direction of transfer to be from Legrand CRM to Xero.
When you are happy with the Sync Settings, please click Sync Now to start the information transfer.
The sync command will queue your request for the Sync service. Depending on the number of requests in the queue, your sync request may take between 3 to 10 minutes. You can continue to use Legrand CRM as your request will continue to run in the background.
The results of the sync operation can be viewed
in the Sync Log. It will also give you a detailed log of what was not imported and why.
- The full list of transactions imported from Xero
to Legrand Cloud CRM can be viewed in the Sales Log.
If you have created a customer in Legrand CRM and would like
to have them transferred to Xero, simply click on the ‘Create in Xero’ button.
This will create the customer in Xero with the existing details you provided in Legrand CRM.
If the customer is an individual contact Legrand CRM, the contact billing/shipping address will be used. If the customer belongs to a Company in Legrand CRM, the Company billing/shipping address will be used.