endorsedCompleted

CRM-to-Xero Invoice Image Sync

Services Covered:

Custom Software Development • Application Integration • API Development

Industry

Business Consulting & Services

1 month

Budget

Less than 10K

Start Date

1 December 2021

Team Size

Confidential

Engagement Model

Offshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Satva Solutions is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

EXL Consulting

Stamford, United Kingdom

Project Summary

Satva Solutions integrated a client’s CRM with Xero to sync invoice image attachments (timesheets, expense claims, receipts) into corresponding Xero invoices. The vendor scoped and designed an alternative to the unavailable CRM API, delivered a test system within two weeks, and deployed a one-click syncing process on time and within budget, maintaining communication via Basecamp and Zoom.

Key Challenges

Needed CRM-Xero integration to sync invoice image attachments
CRM provider lacked an API capability for image syncing, requiring an alternative approach

Project Deliverables

CRM to Xero image-sync solution
Test system for validation
Live deployment of the sync process within two weeks

Project Solution

Satva Solutions scoped and designed an alternative integration to enable CRM invoice image attachments to be linked to Xero invoices when a direct API was not available. They ran an exploratory phase, agreed on the preferred solution, developed and tested a system (a test system was in place within two weeks), and deployed a live one-click sync process. Communication and project management were handled via Basecamp and Zoom; the team responded quickly and implemented updates rapidly.

Project Outcome

One-click sync of invoice images from CRM into Xero
Delivered on time and within the original quote/budget
Rapid communication and project transparency via Basecamp and Zoom

Platforms

API/Integration Platform

Tech Stack

REST API
Basecamp

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

Satva Solutions made it easy for us to sync invoice images from our CRM system into Xero. Their team kept the collaboration effective by responding efficiently, managing tasks in Basecamp, and updating us constantly. Their positive, can-do attitude impressed us.
Nikki Cavaciuti
Director
Date: 01/19/2022