Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

SugarCRM

 with 

Xero - Private Instance

With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

SugarCRM

Xero - Private Instance

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Available integration methods

Contacts

  • List Contacts: List all contacts from SugarCRM.
  • Get New Contacts: Get new contacts from SugarCRM since the last run time.
  • Get Contacts With Email Addresses: This method gets contacts that have at least one email address. For each email address, a separate contact is returned.
  • Create Contact: Creates a new contact in SugarCRM.
  • Delete Contact: Deletes a specified contact.
  • Get Contact by Email: Gets a specified contact from SugarCRM.
  • Get Contact: Gets a specified contact from SugarCRM.
  • List Contacts By Opportunity: Lists the specified opportunity's contacts from SugarCRM.
  • Get New And Updated Contacts: Gets new and updated contacts from SugarCRM since the last run time.
  • List Contacts By Account: Lists the specified account's contacts from SugarCRM.
  • Update Contact: Update an existing contact in SugarCRM.

Leads

  • Create Lead: Create a new lead in SugarCRM.
  • Delete Lead: Deletes a specified lead.
  • Get New Leads: Gets new leads from SugarCRM since the last run time.
  • Get Lead: Gets a specified lead from SugarCRM.
  • Update Lead: Update an existing lead in SugarCRM.
  • List Leads: List all leads from SugarCRM.
  • Get New And Updated Leads: Gets new and updated leads from SugarCRM since the last run time.
  • Get Leads by Email: List leads from SugarCRM associated with a given email address..

Opportunities

  • Get New And Updated Opportunities: Gets new and updated opportunities from SugarCRM since the last run time.
  • Delete Opportunity: Deletes a specified opportunity.
  • Get Opportunity: Gets a specified opportunity from SugarCRM.
  • Update Opportunity: Update an existing opportunity in SuagrCRM.
  • List Opportunity Lines: Lists all opportunity lines for the specified opportunity from SugarCRM.
  • List Opportunities: List all opportunities from SugarCRM.
  • Create Opportunity: Create a new opportunity in SuagrCRM.
  • Get New Opportunities: Gets new opportunities from SugarCRM since the last run time.

Accounts

  • Get New And Updated Accounts: Gets new and updated accounts from SugarCRM since the last run time.
  • Create Account: Create a new account in SugarCRM.
  • Get New Accounts: Get new accounts from SugarCRM since the last run time.
  • Delete Account: Deletes a specified account.
  • Get Account: Gets a specified account from SugarCRM.
  • List Accounts: Lists all accounts from SugarCRM.
  • Update Account: Update an existing account in SugarCRM.

Tasks

  • List Tasks: List all tasks from SugarCRM.
  • Delete Task: Deletes a specified task.

Custom Objects

  • Create Custom Object: Create a new object in a custom endpoint in SugarCRM.
  • Get New And Updated Custom Objects: Get new and updated custom objects from SugarCRM since the last run time.
  • List Custom Objects: Gets all of a custom objects from SugarCRM.
  • Get New Custom Objects: Get new custom objects from SugarCRM since the last run time.
  • Delete Custom Object: Delete a custom object from SugarCRM.
  • Update Custom Object: Update a custom object in SugarCRM.

Campaigns

  • List Campaigns: Lists all campaigns from SugarCRM.
  • Get Campaign: Gets a specified campaign from SugarCRM.
  • List Campaign Leads: Lists the leads associated with a Campaign.
  • Get Campaign Log: Retrieves the log for the specified campaign from SugarCRM.
  • List Campaign Contacts: Lists the contacts associated with a Campaign.

Calls

  • Get Call: Gets a specified call.
  • List New And Updated Calls: Lists all calls created or updated since the last run time.
  • List Updated Calls: Lists all calls updated since the last run time.
  • List Calls: Lists all calls.
  • List New Calls: Lists all calls created since the last run time.

Activities

  • List Activities By Opportunity: Lists the specified opportunity's activities from SugarCRM.

Repeating Invoices

  • Get Repeating Invoice: Retrieves a repeating invoice.
  • List Repeating Invoices: Retrieves a list of repeating invoices.
  • List Repeating Invoice History: Retrieves a history of repeating invoice.

Accounts

  • Update Account: Updates an Account
  • List New & Updated Accounts: Retrieve the full chart of new and updated accounts since last run time.
  • Get Accounts by Type: Retrieve the full chart of accounts.
  • Get Account: Gets details of the specified Account.
  • List Accounts: Retrieve the full chart of accounts.
  • Delete Account: Deletes the specified Account.
  • Get Accounts by Code: Retrieve an account with the given code.
  • Add Account: Adds a new Account

Invoices

  • List New & Updated Invoices: Retrieves a list of new and updated invoices since last run time.
  • Get Invoice: Get details of the specified Invoice.
  • List AP Invoices: Retrieves a list of AP invoices.
  • List Invoices: Retrieves a list of invoices.
  • List New & Updated AP Invoices: Retrieves a list of new and updated AP invoices since last run time.
  • Update Invoice: Allows you to update an invoice.
  • Create Invoice: Allows you to create an invoice.

Bank Transactions

  • List New & Updated Bank Transactions: List new and updated bank transactions since last run time.
  • Get Bank Transaction: Get the details of the specified Bank Transaction.
  • List Bank Transactions: List bank transactions.

Tax Rates

  • Get Tax Rate: Returns details of the specified Tax Rate.
  • List Tax Rates by Type: Returns details of the specified Tax Rate.
  • List Tax Rates: Returns a list of Tax Rates.
  • Update Tax Rate: Update a Tax Rate.
  • Create Tax Rate: Creates a Tax Rate.

Contacts

  • Get Contact: Allows you to retrieve a details of the specified Contact.
  • Update Contact: Allows you to update an existing contact.
  • List New & Updated Contacts: Allows you to retrieve a list of new and updated contacts since last run time.
  • List Contacts: Allows you to retrieve a list of contacts.
  • Create Contact: Allows you to create a new contact.

Journals

  • Get Manual Journal: Gets details of the specified Manual Journal.
  • List Manual Journals: Returns a list of Manual Journals.
  • Get Journal: Gets details of the specified Journal.
  • List Journals: Returns a list of Journals. A maximum of 100 journals will be returned.
  • List New & Updated Journals: Returns a list of new and updated Journals since last run time. A maximum of 100 journals will be returned.
  • List New & Updated Manual Journals: Returns a list of new and updated Manual Journals since last run time.
  • Create Manual Journal: Use this method to create a manual journal.

Items

  • List Items: Retrieves a list of items.
  • List New & Updated Items: Retrieves a list of new and updated items since last run time.

Reports

  • Get Balance Sheet: Returns a balance sheet for the end of the month of the specified date. YTD values are shown too.

Purchase Orders

  • Get Purchase Order: Retrieves the details of a specific purchase order.
  • List New & Updated Purchase Orders: Retrieves a list of all new and updated purchase orders since last run time.
  • List Purchase Orders: Retrieves a list of all purchase orders.
  • Update Purchase Order: Update an existing purchase order.
  • Delete Purchase Order: Mark an existing purchase order as deleted.
  • Create Purchase Order: Create a new purchase order.

Payments

  • Get Payment: Retrieve the details of a specified payment.
  • Reverse Payment: Reverse payments to invoices, credit notes, prepayments & overpayments. Note that payments created via batch payments and receipts are not supported.
  • Get Payment History: View a summary of the actions made by all users to a specified payment.
  • List Payments: Retrieve the full chart of payments.
  • List New & Updated Payments: Retrieve the full chart of new and updated payments since last run time.
  • Apply Payment To Invoice: Apply a payment to an approved AR or AP invoice.

Organisations

  • Get Tenants: Gets the names of the tenants (organisations) that are accessible by this Connector.
  • Get Organisation: Gets details of the Organisation.
"I wanted to express my sincere appreciation for the exceptional service and successful HubSpot integration that your company delivered. The expertise, professionalism, and dedication demonstrated throughout the process were truly impressive. From the initial consultation to the final implementation, your team exhibited a deep understanding of our business needs. The smooth and efficient integration process, coupled with your proactive communication, ensured the project was completed within the agreed timeframe, exceeding our expectations. The integrated solution provided by Exelemnt SyncCloud is of outstanding quality, seamlessly connecting our HubSpot instance with our external service/data provider. This integration has significantly improved our workflow, enabling effective lead management, automated marketing campaigns, and has greatly enhanced our sales process and pipeline. It has truly empowered our team and given us a competitive advantage. Thank you for your remarkable service. I highly recommend Exelemnt SyncCloud for successful HubSpot integrations, and I look forward to future collaborations."

Zoran Mitrovic

Digitaliseringschef / CDO, Euro Finans

"Exelement SynCloud Helped Us Growth +400% Net Profits. The value our organization has seen working with Exelement SyncCloud has been extremely beneficial to our growth and helped position us for continued+sustanable growth. The Exelement team is super knowledgeable, and resourceful, and has a war chest full of additional items to help any organization meet its HubSpot needs. As an executive leader within the org, I've experienced multiple HubSpot and Salesforce buildouts; however, I've never worked with such as helpful/responsive partner as Exelement."

Christopher L. Hackney

Director of Operations, IT’S A SECRET MED SPA

Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

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