Bitrix24 is considered to be a Master system that generates invoices/quotes and transfers them into Xero.
The current set of features:
AUTOMATIC DATA TRANSFER
- A new invoice created in Bitrix24 automatically transfers to Xero as a Draft
- A new quote created in Bitrix24 automatically transfers to Xero as a Draft
DATA FROM A BITRIX24
Data from a Bitrix24 invoice/quote is passed into a Xero invoice/quote (ItemCode, Description, Qty, Price, GL SalesCode, Tax Rate);SALES ACCOUNT
- Sales Account (General Ledger code) has to be assigned to each Product item in a Bitrix24 catalogue;
ANY CHANGES
- Any changes to the existing invoice in Bitrix24 will be synced to the existing Xero invoice (while in Draft status);
- Changes in Xero invoice synchronise back to Bitrix24
ONCE THE INVOICE IS IN XERO
- Once an invoice in Xero has been Approved and sent to a client, the status will be changed to "Authorized" and sent back to Bitrix24;
ONCE THE INVOICE IS PAID IN XERO
- Once the invoice is paid in Xero, the PAID status will be sent back to Bitrix24;
INVOICE STATUSES UPDATES
- Invoice statuses update in both directions (interval is 30sec-5min);
CONTACT/COMPANY
- Contact/Company linked to the invoice in Bitrix24 creates in Xero;
INITIAL ENTITIES IMPORT FROM XERO TO BITRIX24
- Initial import of Companies from Xero to Bitrix24
- Initial import of Contacts from Xero to Bitrix24
- Initial import of Products from Xero to Bitrix24
Technical:
- The Dashboard with running agent details
- The Queue of invoices allows for avoiding Xero API restrictions of 60 requests per minute
- Fully automated transaction flow
- Synchronisation activity log
- Webhook based
- Oauth2 authentication in Xero