Overview

The Configure Integration page in SalesRoller provides a way to view and edit the integration flow for each of the data types.

Xero Connection

Go to Admin > Configure Integration. We suggest leaving the default configuration as is, to ensure SalesRoller syncs with expected behaviour.

Xero Connection Fields

Off → No data is synced between SugarCRM and Xero.

Pull → Pulling data from Xero to SugarCRM.

Push → Pushing data from SugarCRM to Xero.

Field Name

Dropdown Options

Customers

  • Off

  • Pull

  • Push

  • Pull & Push (Default)

Sales Invoices

  • Off

  • Pull

  • Push

  • Pull & Push (Default)

Purchase Orders

  • Off (Default)

  • Pull

  • Push

  • Pull & Push

Inventory

  • Off

  • Pull (Default)

Tax Rates

  • Pull (Default - Read-only)

Chart of Accounts

  • Pull (Default - Read-only)

Currencies

  • Pull (Default - Read-only)

Product Global Sync

  • Xero overwrites CRM (Default)

  • CRM overwrites Xero