CMPLTE

Service

Supporting Phone Company
with CRM Data Sync

CMPLTE is a communications network provider in New York. They provide comprehensive improvements, standardized cabling/wiring and on-site training. With video conferencing, smartphone apps, internal chat, video door access and more than 100 calling features, they have changed the overall VoIP game. The client wanted a system that would auto sync and store their customers’ data in the CRM. We helped them synchronize their CRM data with Xero integration and vice versa.

Technology PartnerTasks Completed
6+ months30+

Project Highlights

  • The client wanted to use Xero as an interface to handle the accounts, contacts, invoices, goods, etc. of their clients.
  • Two-way synchronization of Xero and SuiteCRM with the scheduler was the prime task.

Our Work

 

We integrated CRM modules with Xero to save time and removed the need to enter data twice.

We also implemented a scheduler to synchronize data time by time, as per the specified interval, to control the Xero API call cap. By setting up the Xero API, we synced the following CRM modules to Xero and vice versa:

  • Contacts
  • Accounts
  • Products
  • Invoices
  • Payments

For Xero to CRM sync, we’ve configured Webhooks that will allow any changes to the Contacts and Invoices response to the CRM URL, and the data will be synced to the CRM.

Outcome

The easy-to-use integration of Xero with CRM enables them to manage accounts, contacts, quotes, invoices, payments, and products instantly and in real-time. It ensures that their business gets paid and receives faster payments in a smart way.

Technologies

Suite CRM

Location

NY

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