Website Developer, business analyst
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Support April 6th, 2021 @ 7:50 pm
Yes, and vice versa. If the product doesn't exist in Suite it is created from the Xero data that is imported
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Support March 30th, 2021 @ 4:04 am
Hey Dinushan, apologies for the time take to reply. Yes, the S2X module looks ONLY at the default Account Name field when synching so in your scenario, they'd need to swap the names around to ensure that the name they want to use in Xero is in the Suite default Account modules name field AND change the name field in Xero.
I haven't tried changing the Account name in Suite and then using the Update to Xero function, but can't see any reason why that wouldn't work as well. The underlying thing is, the name in Xero and the default Account name in Suite SHOULD match. Any update from either system would otherwise overwrite it
Hope this helps
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Support February 9th, 2021 @ 5:58 am
The problem with the generated SQL is the single quotes, clear them and it should complete successfully
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Support February 9th, 2021 @ 5:54 am
Hey Neurocom, just had a query from another custom who has the same installation characteristics as you, bitnami, docker, mariadb. He has also had some problems with the SQL update but is now up and running - unless you're from the same company. His support item is here: https://store.suitecrm.com/support/suite-to-xero/3409
Hopefully it will assist you if you're still interested in the module, see the correct SQL
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Support February 9th, 2021 @ 5:14 am
My turn to apologise for taking so long to reply, sorry!!!
With the customisable nature of Suite I can't see it being a problem... the size of the implementation would be another matter. You'd need a fairly comprehensive overview of business processes required, which elements would be run from Xero/which from Suite, how will the attendees book their seats (online forms directly inputting data to Suite?) etc etc. If you can put together more detail I could give you a more detailed answer... :=]
Cheers
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Support February 9th, 2021 @ 4:42 am
and send me a screen grab of the Invoice you're trying to send from Suite please, include line items, cost, dates etc
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Support February 9th, 2021 @ 4:15 am
Well, from the error message you screen shot it is saying that the Invoice has NOTHING in it, no line items, just a blank? Is this correct? Also, make sure that the currencies you are using are in Xero AND SuiteCRM BEFORE you try to send/create Invoices. Can you try and send a single account or contact record to Xero first? Just to see if the module is working for ANY records going to Xero - so steps to take:
- make sure you have all required currencies in Suite AND Xero. In Suite go to Admin -> Currencies, enter the correct ISO 4217 codes eg USD
- go to a single Account or Contact record in Suite -> detailview -> Actions menu. Click on the Send to Xero menu listing and send me info on what occurs, successful, error etc
- create an Invoice that has items in it. Make sure the items are listed as Products in Suite NOT Services. Do what you've done before with trying to send an invoice to Xero and send me the results
Thanks for your time and patience
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Support February 9th, 2021 @ 1:14 am
Sorry, the SQL only requires the one line above, the extraneous comments can be stripped out..
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Support February 9th, 2021 @ 1:13 am
RE your second question; I'm not sure, I haven't ever run/installed it with the settings you have outlined HOWEVER it doesn't 'sound' as if it would work. Xero has to have access to your URL to validate your OAUTH 2 credentials. If, on installing the module and attempting the Xero Configuration Settings -> Actions menu -> Connect to Xero action you have problems (e.g. no connection settings found error) I'd suggest looking in your firewall logs to see if in fact an IP address from Xero has been blocked. Unfortunately I can't help you with what those IP addresses might be either, you'd need to contact Xero? :=[
RE your sql, I have run up a test DB server (both MariaDB and MySQL) to test and both have no problem running the following required SQL:
ALTER TABLE aos_products_quotes add COLUMN line_item_id char(36) NULL;
Hope this is of some help to you, thanks for your time and patience
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Support February 9th, 2021 @ 12:20 am
Can you tell me why you're not running the SuiteCRM -> Admin -> Repair -> Quick Repair and Rebuild routine (scroll to the bottom of the screen and implement changes by clicking on the action button there)? If you have tried running the routine and have had an error could you tell me what that is please?
Thanks for your time and patience
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Support January 27th, 2021 @ 3:04 am
Hey Dinu, could you tell me what your SuitetoXero order number and/or your company name is? I can't find you (probably purchased under another name or your client is the purchaser?) in the list of my customers.
Thanks for your time and patience
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Support January 8th, 2021 @ 1:16 am
That is correct, once you've run the Connect to Xero function you DON'T have to login to Xero to do any of the updates, either to or from.
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Support January 6th, 2021 @ 4:18 am
My apologies for failing to see what the problem was, brain must be fried. Prior to using any of the functionality in the plugin you must instantiate the connection between Suite and Xero. To do that, from the Admin -> Suite Configuration Settings -> Detail View select the Actions menu, Connect to Xero. You will be redirected to a Xero window that will ask you to allow access to Xero from your SuiteCRM install. Once that is completed all functionality should be working.
Once again, my apologies for my stupidity, hope you and yours had a happy/safe Xmas and New Years
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Support January 6th, 2021 @ 4:14 am
Yes to your first option, if you make changes to an Invoice in Suite, click on the Update to Xero option and the changes you've made will be reflected in the corresponding invoice in Xero. For the 2nd option, if you or someone else in your employ has made changes to an invoice in Xero, from Suite you can select the Update from Xero option and the invoice in Suite will be updated with those changes. There is NO need for you to be logged in to Xero when selecting either of those options AND you can use the List view of Invoices to update multiple invoices either to/from Xero simultaneously
Hope you and your family had a great Xmas/New Year as well...
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Support December 22nd, 2020 @ 10:23 am
Thanks Neurocom, so the repairSugardb.sql file is basically the SQL that is generated by the Admin ->QRR routine... could you post just the 'offending' line here on the forum OR sanitise anything in it that you think you sensitive and post it here? Once again, this SHOULDN'T have anything to do with your primary problem, the no sugar config settings error. This error means that NO settings have been saved or can be found in your database...
I haven't had much experience with accessing databases in Docker images, however if you can run the SQL that you have outlined you should also be able to do a database query to list any records in the bfs_SuitetoXero table. If there is a record in there that contains your connection/Suite to Xero configuration settings, the problem is probably with your database connection. If there is NO record in that table than your configuration settings have NOT been saved.
Could your possible run e.g. the following sql statement and post the return from it? SELECT * FROM 'bfs_SuitetoXero'
Thanks for your time and patience
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Support December 21st, 2020 @ 8:39 am
Sorry Neurocom, if the plugin is still installed could you also go to the Detail record of ANY Contact, open the Actions menu and select Send to Xero - could you tell me if you get the same error message?
Cheers
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Support December 21st, 2020 @ 8:36 am
If you have access to your database, phpMyAdmin? you'd be better off copying the SQL that SuiteCRM -> Admin -> QRR generates and implementing that with phpMyAdmin on the SuiteCRM database/table specified
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Support December 21st, 2020 @ 8:34 am
Hey, it shouldn't be the 'main' issue... The Admin -> QRR routine looks at the AOS_Products_Quotes var_defs file that is part of the installation. That file adds a new field line_item_id. Suite finds a difference between the existing db fields and what is defined in that file and creates SQL to create the field in the db. Not sure where/what your repairSugarDB.sql file is from AND the error message returned is about what file? what is the error at line 7?
That shouldn't have ANYTHING to do with your initial problem, the No Xero Connection details have not been located. Can you tell me what happens when you create and save your Xero Configuration settings? Are they in fact saved? Can you see them in Detail view? Can you access your database and see if the details are actually saved - the table is named bfs_SuitetoXero and should contain a record of your Xero config settings...
Cheers
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