Features of each integration are provided by your service provider.

Xero (Accounting Software)

Add-in Classification

Controlled

Product / License Type

CRM Connect Plus

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Xero

Application:

Xero (Accounting Software)

Market:

Accountancy

Notes / Advisories

To setup API you need to have the Aministrator user account

For the users to use, the Integration the users need to be Standard, or Adviser Roles to have this integration

Other Information

Operating System:

Mac

Product:

Cloudya CRM Connect

References

  1. Xero (Accounting Software) (Product Website)
  2. Xero (Manufacturer Website)