Xero for WHMCS

Xero for WHMCS

Developed By WHMCS Smarters

Compatible with WHMCS v7.2

The module works as an intermediator between WHMCS and Xero that allows exporting clients, invoices, payments, transactions either automatically or manually based on selections.

We are proud to announce that we have released the next version “Xero for WHMCS v3” that includes several additional features

The most important features is to sync payments on both sides. This module’s version comes with more info/dashboard’s widget where it is displayed the number of clients, invoice synced.

It’s totally different regarding its design/layout. that becomes more user-friendly and flexible

We’ve put over a year of effort into this add-ons to craft it to be the perfect complement to your existing WHMCS and Xero Account. The Latest Version Xero for WHMCS V3 of this module has rolled out an update that brings the ability to send thousand of clients and invoices on single click in the form of Batches & additional features.

List of features

  • Clients/Contacts Exporting
  • Invoices Syncing to Xero ( WHMCS Unpaid Invoices => Xero Authorised Invoices, WHMCS Paid => Xero Paid Invoices)
  • Payments Syncing on both sides ( In the latest version V3)
  • Cancel Invoice handling - If an Invoice is canceled in WHMCS it is voided in Xero (assuming no payment made)
  • Existing Clients, Invoices, and Payment is exported easily using our module.
  • Product Syncing / Invoice Item ( Optional features - Sending Invoice Description if not product mapping configured by default)
  • Domain Syncing / Xero Tracking Categories ( Optional feature)
  • WHMCS Product Group Syncing / Xero Tracking Categories
  • WHMCS Payment Gateway mapping with Xero Bank Accounts
  • WHMCS Tax Rules Mapping with Xero Tax ( Default No Tax applied) && supports Basic UK book-keeping (including VAT and MOSS)
  • Works with EU Vat Add-on http://docs.whmcs.com/EU_VAT_Addon
  • WHMCS Currency Mapping with Xero Currency Mapping ( Optional features - it can be synced with a default currency by default )
  • Smart Syncing - Thousand of existing invoices and clients is synced using Batches process.
  • Logs - A proper logs management where we can find the reason of not synced data so we can correct it and send them again.
  • Free Installation Services + Free support for 1 Year
  • 7 Days Money-Back Guarantee

To read more about the modules features here & Docs | Explanation here

All you need to do is to select the Account Code for Xero Sales then you are good to sync your data using the default setting.

 

Reviews

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Alan Lam @alan6597

September 15, 2017 at 03:31:04 AM

While this module works for the most part, Support is terrible. Leave tickets un-answered for months. Warning: WILL NOT WORK if you IPv6 and IPv4 enabled on the server. The database is not setup correctly to match the PHP code to match this. Will leave your entire WHMCS and its cron payments broken. You must hack the database to even make it pseudo work again.

  • 1 month ago

Gal Opatovsky @vibes-design

June 26, 2017 at 07:07:14 AM

I am using this module for years and it keeps on updating with new features. The customer support was above my expectations with a very responsive support team that eliminated all my issues with Tax mapping. Thanks

  • 3 months ago

Ioannis Aidinis @John_A

February 14, 2017 at 01:55:33 PM

Very good module and perfect support.

  • 8 months ago
  • Version Number 2.0

Viktor Nagornyy @viktor-nagornyy

October 6, 2016 at 11:32:19 AM

Wasn't warned about renewal, wasn't able to cancel it before getting charged even though we no longer use Xero and this module.

  • 1 year ago
  • Version Number 2.0
  • Edited

Erez Yearot @ErezY

August 6, 2016 at 08:37:36 AM

Purchased this module and had it up and running within 15 min. Had a small issue as I selected the wrong tax link from Xero, however, the guys at WHMCS Smarters sorted me out within the hour! Now my customer and invoices are linked with Xero.. what a dream!

  • 1 year ago
  • Version Number 2.0

Riaan van derMerwe @Airbroadband

May 7, 2016 at 09:00:23 AM

Thanks a lot for all the help to get this module up and running like it should, I know you guys put in a lot of effort in it and to assist on a Saturday that means a lot. The module works 100% and I can now sync all of my invoices into Xero. Thanks a lot Amanpreet for all the assistance and time.

  • 1 year ago
  • Version Number 1.2

Version Compatibility


Compatible with WHMCS v7.2

Full Version Compatibility


  • Selected versions of WHMCS v7.2
        7.2.0 - 7.2.1
  • Selected versions of WHMCS v7.1
        7.1.0 - 7.1.1
  • All versions of WHMCS v7.0
  • Selected versions of WHMCS v6.3
        6.3.0 - 6.3.1
  • Selected versions of WHMCS v6.2
        6.2.0 - 6.2.2
  • All versions of WHMCS v6.1
  • All versions of WHMCS v6.0
  • All versions of WHMCS v5.3

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By WHMCS Smarters

Changelog

v3.0 Released April 1st, 2017

Latest Version


*Payment syncing on both sides: when a payment is made in Xero it is marked paid in WHMCS as well after the cron runs

*Widget on the Admin Dashboard which displays the valuable info about syncing process like number of contacts, invoices synced

  • Design/Layout improved that is more User-friendly and flexible to use.

 

Previous Versions


v2.0 Released July 6th, 2016

View/hide detailed changelog

  • Improved the functionality
  • Syncing process optimised
  • Dashboard implementation
  • Tax Mapping accuracy
  • Changed the layout

 

v1.3 Released May 10th, 2016

View/hide detailed changelog

  • Inclusive/Exclusive tax syncing fixed
  • Smart Syncing implementation ( AJAX Concept use to send data into Batches )
  • Add "Errors" Tab that will list the un-synced clients and invoices with reason of failure

 

v1.2 Released February 17th, 2016

View/hide detailed changelog

  • While sending an invoice to Xero if the client already doesn't exist into Xero then our module first creates contact then invoice would be created.So, While exporting invoices to Xero manually, We don't need to get worried about that our contacts would be already exported or not.
  • Code Optimization and removed minor bugs
  • Supports Multiple Currencies. So we can map WHMCS currencies with Xero currencies for syncing.

 

See also

QuickBooks Online Automatic Sync Module

Our WHMCS QuickBooks Online Automatic Sync Module is your complete solution for a two-way streamlined billing and accounting workflow if you use QuickBooks Online to manage your accounting for WHMCS.

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