by Business Fundamentals

SuiteCRM BI-Directional link to Xero
Automated BI-DIRECTIONAL synch between SuiteCRM and Xero, synch most recent record. Accounts, Contacts, Invoice and Products, connect and forget. Synch based on your criteria. This module also gives you the ability to manually update Accounts/Contacts/Invoice records to/from Xero

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#2997 - Facing Issue on Xero Integration

Closed Bug? created by ychon08 a year ago

I having a issue when click on Connect to Xero

Return Message
"No Xero connection details have been located, please Connect to Xero BEFORE attempting to send records to Xero."

  1. MartyP member avatar

    Business Fundamentals Provider Affiliate

    a year ago

    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

    • ychon08 member avatar

      ychon08

      a year ago

      I have do the step for the Admin > Repair > QRR. However the problem is still occur.

    • ychon08 member avatar

      ychon08

      a year ago

      Please refer link as below.

      https://imgur.com/a/NBqXCVo

  2. MartyP member avatar

    Business Fundamentals Provider Affiliate

    a year ago

    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....

  3. MartyP member avatar

    Business Fundamentals Provider Affiliate

    a year ago

    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.

  4. MartyP member avatar

    Business Fundamentals Provider Affiliate

    a year ago

    My apologies, I didn't see the extra images at the bottom of your screen, only the error message from Xero....

  5. MartyP member avatar

    Business Fundamentals Provider Affiliate

    a year ago

    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

    • ychon08 member avatar

      ychon08

      a year ago

      Hi, I manage to contact already. Main issue is the redirect URL. It should be FULL SITE URL/index.php?entryPoint=XeroCallBack

  6. ychon08 member avatar

    ychon08

    a year ago

    thanks for the help

  7. MartyP member avatar

    Business Fundamentals Provider Affiliate

    9 months ago

    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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