Website Developer, business analyst
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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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Support December 21st, 2020 @ 8:15 am
All I meant was that you can delete the Xero ID value in the modules Edit view. If you do that the menu options will change from Update... to Send to Xero, because you have removed the value that contains your link. It is ONLY related to existing records that are linked, if they aren't linked there won't be a value in the field, nothing to delete..
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Support December 21st, 2020 @ 12:13 am
Sorry, should have also said. The Xero ID field value can be deleted if you add it to the records Edit view. Once you've done that, Send to Xero will create a new link :=]
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Support December 21st, 2020 @ 12:11 am
YES :=] If you go to Admin -> Studio you the field that contains that ID is available for you to use, add to Detail/List views. Also once a link has been created between Xero/SuiteCRM, if you have a look at the Xero Link field, it in fact has the Xero ID as part of the URL If you read the documentation you'll also see that we are sending the Suite ID field to Xero so that if required you can create a custom field in Xero that links back directly to the SuiteCRM field
If you have any other concerns, please don't hesitate to get back to me, and as mentioned earlier - hopefully I'll have the hybrid automatic/manual implementation early in the New Year
Cheers
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Support December 20th, 2020 @ 10:50 pm
OK, not sure what their process is for realigning names between Xero and SuiteCRM and what he means by 'relink' accounts. If the accounts DIDN'T have the same name to start with, then they wouldn't have 'linked' in the first place?
The initial linkage between an Account in SuiteCRM and a record in Xero is based on a name database lookup, there is no other field that can be used for this process. The link to the record in Xero is established by downloading the Xero ID and adding that value as part of the SuiteCRM account record, (that field is available in Studio if you want to view it in your details/list views). Once records have been linked, changing names shouldn't have any effect, they are linked by the Xero ID field.
Changing and updating Account names/details to/from Xero is possible using the List/Details view options.
I hope that helps...
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Support December 20th, 2020 @ 9:37 pm
Hey Dinu, please read the overview of the Suite to Xero plugin
https://store.suitecrm.com/addons/suite-to-xero
The Accounts/Contacts/Quotes and Invoices modules (both LIST and DETAILs views) have Xero options within them. If you need to create MULTIPLE records in Xero from Suite, go to List view, select the records and check options in the Bulk Action menu. If in Detail view look in the Actions menu.
Having said that, I am looking at implementing and making available a hybrid fully automated system whilst retaining the current manual options system in the New Year
All the best for you and your family/business over the coming Xmas/New Years break
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Support December 17th, 2020 @ 4:43 pm
Could you give me some platform details please? PHP/MySQL/Webserver/SuiteCRM version
I'll assume when you installed the Suite to Xero app you did validate your license? https://your_website_URL/index.php?module=bfs_SuitetoXero&action=license
Generally the error you've outlined means that you HAVEN'T created/saved any configuration settings for the Xero app in SuiteCRM, or at least the app can't find the settings in your database. Can you check to see if you have in fact created/saved yours. If you have could you send me a screen capture of those settings, block out/empty the id/secret settings... I'll have to look into whether or not the redirect URL not being publicly available to Xero is causing problems..
Couple of questions...
- When you selected the Allow Access button in Xero what happened?
- When you did the admin QRR did you scroll down the screen and implement the changes to your database that were specified?
- Could you send me a screen capture of your Xero Config settings? Blank out the id/secret...
- Do you have a correct redirect? Your FULL site URL appended with /index.php?entryPoint=XeroCallBack
- Are the settings in your Xero Config EXACTLY the same as what you've created in Xero INCLUDING the app nameThanks for your time and patience
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Support August 12th, 2020 @ 5:17 am
The redirect URL in SuiteCRM -> Admin -> Xero Configuration Settings should be the same as that entered in Xero, that is ENTER YOUR FULL SITE URL/index.php?entryPoint=XeroCallBack
Don't forget to do the QRR and scroll down to see if there are any commits to your database. The installation requires them to be done for the Invoicing module to work correctly
Thanks for your time and patience
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Support August 12th, 2020 @ 5:14 am
My apologies, I didn't see the extra images at the bottom of your screen, only the error message from Xero....
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Support August 12th, 2020 @ 5:12 am
Also, after doing the Admin -> Repair -> QRR please scroll down the screen and commit any changes to your database that are listed there, also in the installation instructions.
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Support August 12th, 2020 @ 5:11 am
Please read the installation documentation, specifically this page https://store.suitecrm.com/docs/suite-to-xero/installation-guide Step 1, the redirect URL should be....
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Support August 11th, 2020 @ 6:49 pm
Please read the documentation at the link below and follow the steps outlined there INCLUDING the Admin -> Repair -> QRR:
https://store.suitecrm.com/docs/suite-to-xero/suitecrm-configuration
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Support August 11th, 2020 @ 6:46 pm
Hey RiannBez, the image that you have posted is a bit confusing and is not under my control but is created by the owner of the store site. It is NOT a trial, it means you can try the plugin for 30 days. If you are not happy with it you can apply for a refund. What is the difference between a trial and try for 30 days? Not sure :=] you'll have to ask the store owner.
I don't have the power to give you a refund, that is also a function of the site. I believe if you login to your account and to your purchase area you can apply for your refund there.
If you have any further problems with that process, please get back to me and I'll contact the store owner
Thank you for your time and patience
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Support August 8th, 2020 @ 12:26 am
Hey RiannBez, as you can see on the listing there is NO trial period for this plugin - it is a simple field and, that being the case we did not think it required a trial period. If you are not happy with the functionality you can apply for a refund of your purchase price within 30 days of your purchase date
Apologies for any confusion our listing caused you, thank you for your time and patience
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