Website Developer, business analyst
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Support September 5th, 2019 @ 9:30 pm
I've had a quick look at the Xero API and both the ability to add Tracking information and change the Status of a Xero group is available. For the Xero group status operation you may need to create a couple of extra fields in CRM, e.g. 2 drop downs, one listing the Groups in Xero (matching names OR Xero ID's) and one with the desired status you'd like the group set to. The Tracking option would probably require the same type of implementation...
Hope this helps
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Support September 5th, 2019 @ 9:20 pm
RE the information sent from CRM to Xero, some of the questions you've asked are answered in the documentation on this site, see the Docs section...
- Customer Information: As you know Xero is Account (Company) centric, NOT customer/contact centric. The module works in this manner. If you send an ACCOUNT from CRM to Xero it will create a new Account in Xero (OR link to an existing account that has the same name) ALL contacts in CRM that are related to that account will be attached as contacts. Alphabetical sorting will define which contact is the PRIMARY. If you send a CONTACT from CRM to Xero, it will check if the Contact belongs to an Account in CRM. If it does, the account from CRM is used to create the Account in Xero. ONLY the contact selected is added to that Xero account as the PRIMARY contact person. If the contact in CRM is NOT related to an Account, the Contact details from CRM are used to create the record in Xero, that contact is the Primary contact person
- This would be reliant on the Xero API. If the field that contains the tracking data in Xero is available, and the data is in CRM, it shouldn't be that big a customisation to the module
- As above for Xero grouping
For options 2 & 3 the ease of coding would not only be dependant on whether or not those fields are accessible via the Xero API but where in Xero the data is stored. If they are part of the account records in Xero, not that big a problem. If they are stored somewhere else, and accessible via the API, probably a bit more work would be required
I hope this answers your questions, I have also sent an email to Ivan Theron outlining some of these consideration.
Thank you for your time and patience
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Support September 5th, 2019 @ 9:07 pm
Hey AIE, the guides are all here, go to the Docs section and see the menu on the right of the page. There are videos and step by step walk throughs available
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Support September 4th, 2019 @ 11:31 am
Please have a look at our Installation Guide, FAQ or the readme.md file that is part of your installation zip file. The .pem and .cer files need to be uploaded to your installation: /custom/EntryPoints/XeroOAuth-PHP-master/certs directory
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Support September 3rd, 2019 @ 9:53 am
Sorry, the editor changed one line... the file is renamed to
original file name.BACKUP-time stamp
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Support September 3rd, 2019 @ 9:51 am
HI AIE.
You should have seen a notification screen after the installation of the module listing the files that had been located. A pre install script checks the following locations for the presence of the following files:
Accounts module
custom/modules/Accounts/metadata/detailviewdefs.php
custom/modules/Accounts/views/view.list.phpContacts module
custom/modules/Contacts/metadata/detailviewdefs.php
custom/modules/Contacts/views/view.list.phpInvoices module
custom/modules/AOS_Invoices/metadata/detailviewdefs.phpQuotes module
custom/modules/AOS_Quotes/metadata/detailviewdefs.phpGenerally, you should only have problems with the files in the metadata folder... If the files are located by the pre-install script (they exist in the folders specified) they are RENAMED to .BACKUP- This is so you can easily recover your previous views/setting by renaming the new files and renaming your old files.
If you open the NEW files in a text editor you will find sections within all of them that are surrounded by comments:
/************ custom xero button code, cut and paste as required *************/
You will need to cut and paste that section of code into your OLD files to ensure the functionality works. Unfortunately the module had to be created in this way as, at time of creation, there was no work around to add that custom code section to the detailviewdefs.php files. There was a workaround using Javascript, however that depended on a Suite theme being used that had a particular tag in it. I'm not sure if that has been addressed as yet. Once the detailviewdefs.php files have been updated any further changes you make to it using the Admin -> Studio interface should be fine.
If you'd like me to do the updates for you, please don't hesitate to email me your **OLD **files and the new ones and I'll get them updated ASAP
Thanks for your time and patience
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Support June 8th, 2019 @ 12:41 am
Updated code to allow unlimited download of invoices, Fixed code error
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Support June 8th, 2019 @ 12:40 am
Xero limited to 100 invoices per call. Functionality added to module for unlimited invoices
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Support June 8th, 2019 @ 12:36 am
Syncrhonise currency functionality added to the component
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Support February 11th, 2019 @ 9:19 pm
Hey, created a new Contact in Mautic, created a new Contact in SuitCRM that matched the Mautic contact (same email address) Checked the CRON logs for the eVolpe sync job and got the following output. Could you tell me why the Count is 0??? Surely the Count should be at least 1 (the newly created record) Your plugin should then connect to SuiteCRM and see if there is a record with the same email address, if found, update that record??? In the same vein, if I HAD NOT created the Contact in SuiteCRM manually, would your plugin have PUSHED that record to SuiteCRM?
EVolpe Sync Start
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Mautic\PluginBundle\Helper\IntegrationHelper
MauticPlugin\EVolpeMarketingAutomationBundle\Integration\EVolpeMarketingAutomationIntegration
MauticPlugin\EVolpeMarketingAutomationBundle\Api\EVolpeMarketingAutomationApi
Count: 0
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Support February 11th, 2019 @ 3:36 am
Have also noted after the upgrade/update of your plugin (Mautic to Suite) that there are still quite a few records in Mautic whose Marketing Activities have NOT been synched.... the MarketingActivities CRON job appears to be firing as expected.
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Support February 9th, 2019 @ 9:18 am
Hi, we've been attempting to sync a new Target List from Suite to Mautic. It appears to be stuck in the Synchronization in Progress state and has not created a new segment in Mautic.... I have installed the most recent versions of your plugin and module thanks for your assistance...
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Support February 8th, 2019 @ 12:55 am
I have installed the new plugin in Mautic and followed the other instructions in your email. It appears at the moment that MORE contacts are receiving their linked Marketing Activities records in Sugar. The reSynch has only been running for a short time so I will post further developments later. RE the missing menu entry, it was the fault of another module overriding the detailviewdefs.php file
Thanks for your time and patience
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Support February 8th, 2019 @ 12:52 am
Downloaded/installed your latest version and it appears to have fixed the problem, Generate Document is now only available on modules that are defined in your Admin config section and the other, custom menu entries are now visible - consider closed
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Support February 7th, 2019 @ 11:37 pm
Sorry, just read your full email. I'll implement changes as you have outlined and get back to you with the outcome :=]
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Support February 7th, 2019 @ 10:44 pm
Sorry, just received an email reply to the TL problem
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