by Business Fundamentals

SuiteCRM connected to Xero
Create Accounts AND Invoices (ACCREC AND ACCPAY) in Xero from your Detail OR List views in SuiteCRM - no more double entry - Send all your SuiteCRM records to Xero - once there update them TO or FROM Xero, quick links created to those records

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FAQ

My installation fails
Error about application certificate and key files
Error: can't read the self-signed cer file
Error about keys out of time
My custom detail views have gone
My Invoices from Xero aren't displaying the line items correctly
My contact/account ALREADY exists in Xero
Can I create a link from my Xero account to the SuiteCRM account/contact record
Do you have any instructional videos on using the SuitetoXero connector
I've installed the module but when I click on the Action menu all I get is a blank screen
MySQL error 1054: Unknown column line_item_id in field list

The installation of my package fails

Please check that you have the recommended SuiteCRM file/folder ownership and rights BEFORE installing the module. Generally, upload problems are associated with file/folder permissions. If the system generates an error message, please get back to us with as much detail as you can, Suite version, PHP version, platform and the error message

Error: Application certificate and key do not match

Check your custom/entrypoints/XeroOAuth-PHP-master/certs directory for the presence of both the .pem and .cer file . If they are BOTH present, check that your Xero Config details have the CORRECT name for both files. If they are not present, upload them both to that location.

Error: Can't read the self-signed cert key. Check your rsa_private_key config variable. Private and Partner API applications require a self-signed X509 cert http://developer.xero.com/documentation/advanced-docs/public-private-keypair/

Check your custom/EntryPoints/XeroOAuth-PHP-master/certs directory for your .cer file. If it is present, check that your Xero Config details have the CORRECT name for the .cer file

I get a message about my keys being out of time?

Go to the app.xero.com site Application area and click on the link to your Private app. On the left hand side of the window, have a look at the Edit Details section -> Valid From entry. Sometimes this setting is in the FUTURE. If this is the case, you can either wait for that time to pass, or try setting your system time to one day forward (a point in time AFTER the Valid From date/time), creating/testing the connection and then set your system time back to the correct time. If it looks as if your Public Key Certificate has expired, you will need to generate a new key pair and upload it to Xero, generating new OAuth Credentials and changing those in your SuiteCRM Xero Configuration settings

XeroPrivateApp.jpg

My custom detail views have gone

If you had custom detail view files configured for EITHER your Accounts OR Contacts modules, both of those configuration files have been backed up. They can be recovered from your /custom/modules//metadata folder HOWEVER doing so means the Xero Actions menu button will need to be re-enabled. The backup files are named detailviewdefs.php.BACKUP. If you rename the current detailviewdefs.php file to e.g. detailviewdefs.php.OLD and rename your detailviewdefs.php.BACKUP to detailviewdefs.php you will have re-enabled your old view.

To re-enable the Send to Xero button you will need to edit your detailviewdefs.php file, complete the following steps:

1 Navigate to the /custom/modules//metadata folder and open the detailviewdefs.php file for editing
2 Scroll down until you find the following a commented line that says

/*** Custom Xero code, cut and paste if required **/

3 Copy from there to the following line:

/** end of custom Xero code **/ 

4 Paste the code into the same position in your detailviewdefs.php file
5 Run an Admin -> Repair -> Quick Repair and Rebuild
6 Go to a Quote, Contact or Account record, open the Actions menu and make sure your Xero button is there

The line items in the Invoices downloaded from Xero are formatted weirdly

After installation of the Get Xero Invoices add-on you should go to the Admin -> Repair section and run a Quick Repair and Rebuild. Scroll to the bottom of the window that loads when the repair has completed and you will see a window with SQL in it, you MUST commit those changes to the database for the module to display your line-items correctly

My account/contact already exists in Xero

If your account/contact record already exists in Xero, clicking on the Send to Xero will create the connection to SuiteCRM and load the Xero ID and Xero Link fields to that record. The button will then change to Update to Xero, click on that to Update any changes you may make to that record to your Xero record

Can I create a link from my Xero account to the SuiteCRM account/contact record

When we send an Account/Contact record to Xero we also send the ID of that record and store it in the Xero Contact -> Account No. field. The majority of the time that ID will be the primary Contact in Xero as selected from SuiteCRM. If you use the Send to Xero function from a Contact record in SuiteCRM and that Contact has a related Account record in Suite, the Account Name is used to create the record in Xero (Xero is BUSINESS centric) and the Contact record becomes the primary contact record for that account in Xero - the contacts ID from Suite is sent to Xero

To create a custom link to the SuiteCRM record from Xero do the following:

  1. In your Xero account go to Settings -> General Settings -> Custom Contact Links
  2. Click on the Add A Custom Link button
  3. Enter a name in the Name field e.g. Xero to Suite
  4. In the Link Definition field enter https://your_crmsite_URL/index.php?module=Contacts&action=DetailView&record=
  5. Select ALL of that text
  6. From the Contact fields chooser, select the Contact Account No. field
  7. You should now see the URL change to https://your_crmsite_URL/index.php?module=Contacts&action=DetailView&record={!CONTACTACCOUNTNO}
  8. Save the link record and view a contact, you should see your custom link on the right hand side of the window in the Contact Details section

IMPORTANT This link will ONLY work with records created from the module that you selected in the URL e.g in the above example the Contacts module,.ANY records created from the SuiteCRM Accounts module will not link correctly, Send to Xero will send the Account ID NOT the Contact ID.

Do you have any instructional videos I can watch

Click the following link to view our instructional videos, Installing the Components, Sending Accounts/Contacts to Xero and Pulling Invoices from Xero to SuiteCRM - click here

I've installed the module but when I click on Send to Xero all I get is a blank screen

Please check your pem and cer files are correct. If you have generated multiple files whilst attempting the setup, you MAY have uploaded the incorrect ones to SuiteCRM - please ensure you have the correct files. If you continue to have problems, please contact us

MySQL error 1054: Unknown column 'line_item_id' in 'field list'

You'll need to run an Admin QRR. Scroll to the bottom of the window that loads when the repair has completed and you will see a window with SQL in it, you MUST commit those changes to the database for the module to display your line-items correctly

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