關於此產品
Xero Integration for Rise CRM
Connect Rise CRM with Xero using a structured, queue-based sync workflow built for better reliability, visibility, and control.
This plugin is designed for businesses that manage clients, invoices, and payments inside Rise CRM and want a practical way to sync accounting-related data with Xero while keeping a clear operational trail through queue processing and logs.
Main Features
Xero OAuth connection flow
Sync contacts from Rise CRM to Xero
Sync invoices from Rise CRM to Xero
Sync payments from Rise CRM to Xero
Queue-based processing for safer sync execution
Manual sync controls for supported records
Dedicated Sync Queue screen
Dedicated Sync Logs screen
Vali