Your service provider may be supplying an earlier release and the level of features supported may vary.

Xero (Accounting Software)

Integration Type

Client Add-in

Add-in Classification

Controlled

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Xero

Application:

Xero (Accounting Software)

Market:

Accountancy

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Notes / Advisories

To setup API you need to have the Aministrator user account

For the users to use, the Integration the users need to be Standard, or Adviser Roles to have this integration

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

Product:

Go Communicator v3 for NetSapiens

References

  1. Xero (Accounting Software) (Product Website)
  2. Xero (Manufacturer Website)