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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SuiteCRM Configuration

1 In your SuiteCRM installation go to your Admin menu

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2 Scroll to the bottom of the screen and click on the Xero Configuration entry

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3 In the window that opens select Create Xero Configuration Settings (top left corner of the screen)

XeroConfig.jpg

4 In the window that opens fill out ALL fields. The Xero App Name is the name that you entered in Xero when you created your new application, the Redirect URL, Client ID and Xero App Secret are the values available in Xero after you've created the application. PLEASE check your entries for accuracy/correctness. If ANY of these entries are wrong your connection to Xero will fail.

5 Save your Xero Configuration settings. From the Actions menu select the Connect to Xero option

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Answer all questions in the window that opens. See our Administration guide for further advice on setting up your SuiteCRM fields/views

IMPORTANT
PLEASE ENSURE you have run an Admin QRR and implemented the SQL statement it generates BEFORE using the module. Go to the Admin -> Repair section of SuiteCRM and run a QRR (Quick Repair and Rebuild) When that process has completed, scroll down the page. You should see a section that asks you to run some SQL, you MUST complete this step for the Invoices/Products functionality to work

Installation Steps

Installation Guide
SuiteCRM Installation

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