Xero Integration
Additional Perfex CRM Module – Two-Way Sync
The Xero Integration Module securely connects Perfex CRM and Xero Accounting with bi-directional synchronisation. Invoices, payments, contacts, products, tax rates, and credit notes sync automatically — eliminating double capturing and ensuring financial accuracy.
What Is the Xero Integration Module?
This module creates a secure, intelligent two-way synchronization between Perfex CRM and Xero. Your operations team works in Perfex. Your finance team works in Xero. Both systems stay aligned automatically.
No more manual invoice re-entry, payment mismatches, duplicate customers, spreadsheet reconciliations, or finance & operations disconnect. You get one unified operational and financial view.
Secure & Controlled Connection
- Auth 2.0 authentication
- Secure REST API integration
- Webhooks for near real-time updates
- Scheduled background sync (safety net)
- Multiple Xero organisations supported
- Full admin-level configuration panel inside Perfex
Security and control are built in from the start.
Roadmap & Upcoming Enhancements
We are actively expanding the integration to support deeper financial workflows.
Accounts Payable / Expense Sync
Perfex Expense → Xero Bill sync, supplier syncing, expense category mapping, attachment sync, status updates.
Inventory & Stock Levels
Stock quantity sync, purchase order integration, cost price updates, inventory valuation, warehouse mapping.
Additional Enhancements
Advanced reconciliation reports, Xero tracking category support, attachment syncing, deeper financial dashboards.
Why This Module Matters
Without Integration
- Operations create invoices
- Finance re-enters them
- Payments get duplicated
- Reports don't match
- Admin workload increases
With This Module
- One source of truth
- Real-time financial visibility
- Reduced admin workload
- Improved cashflow control
- Scalable financial processes
- Better audit readiness
Why Choose Xero Integration?
If your business uses Perfex CRM to run operations and Xero for accounting, this integration eliminates duplication, reduces errors, and keeps both systems aligned automatically. It connects operations and finance into one efficient ecosystem.
- Two-way sync in real-time
- Secure OAuth 2.0 connection
- Eliminate manual data entry
- Full admin control panel
- Real-time financial visibility
- Better audit readiness
What Syncs Between Perfex & Xero?
Contacts (Two-Way)
New customers sync automatically. Updates reflect in both systems. VAT/Tax ID mapping included.
Invoices (Two-Way)
Invoice creation, status sync, payment synchronization. Partial payments supported.
Credit Notes (Two-Way)
Creation sync, allocation sync, status updates. Impact reflected on both sides.
Products & Services (Two Way)
Price updates sync, description updates, revenue & COGS account mapping.
Tax Rates (Two-Way)
Tax rate mapping interface. Create/update tax rates in either system.
Sync Engine
Webhooks for real-time updates, conflict detection, scheduled backup polling.
Error Handling
Full sync logs, visual status indicators, conflict detection, retry mechanism, admin notifications.
Admin Control
Connect/disconnect Xero, enable/disable sync per entity, force manual sync, view full logs.
Pricing
ℹ️ This module requires Perfex CRM Core Module to operate.
R3,500
Setup Xero Integration – Additional Module (once-off)
R350
Additional monthly module fee
- Bi-directional synchronisation
- Xero subscription required separately
- Optional support packages available
Ready to Connect Perfex & Xero?
Eliminate duplication, reduce errors, and keep both systems aligned automatically. Connect operations and finance into one efficient ecosystem.