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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#3287 - Initial Setup

Closed Installation created by Neurocom 10 months ago

I followed the below steps:-

1) Setup a Xero Trail account
1) Login to https://developer.xero.com/myapps
2) "New App" --> "OAUTH 2.0 Grant Type"
3) Generate a ClientID & ClientSecret
4) On SuiteCRM navigated to "Admin" --> "Xero Configuration Settings" --> "Create Xero COnfiguration Settings"
5) Entered the below details from

Application Name
Client ID:
Client Secret
Redirect URL:

(The Redirect URL is not publicly available to Xero if that matters)

7) Select "Actions" --> "Connect to Xero"

It opens a website on https://authorize.xero.com" showing my details & I press the "Allow access"

8) In SuiteCRM Go into "Invoices" & under "Bulk Action" say "Create invoice in Xero" I receive the below error message:-

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

Please review I did install the plugin & then do a "Quick Repair and Rebuild"

  1. Neurocom member avatar

    Neurocom

    10 months ago

    SuiteCRM Version 7.11.15
    Sugar Version 6.5.25 (Build 344)

  2. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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 name

    Thanks for your time and patience

  3. Neurocom member avatar

    Neurocom

    10 months ago

    Thank you for responding

    To be safe I reinstalled the plugin & had an issue with the "Execute" button when I attempted "Repair" --> "Quick Repair and Rebuild" so I think that's the main issue.

    1) So I copied repairSugarDB.sql to the MariaDB server
    2) Ran the below command

    mysql -u root -p bitnami_suitecrm < repairSugarDB.sql

    ERROR 1064 (42000) at line 7: You have an error in your SQL syntax; check the manual that corresponds to your MariaDB server version for the right syntax to use                                                                                                                                                             near '

    <!
    <!
        <!
        
                            


            ...' at line 1

    I am using docker images:-

    docker.io/bitnami/mariadb:10.3-debian-10
    docker.io/bitnami/suitecrm:7-daebian-10

    Hopefully you can help assist in modifying the syntax for this version of mariadb so I can use the plugin.

    • Neurocom member avatar

      Neurocom

      10 months ago

      Your Question 1:
      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?

      Answer 1:
      The repairSugarDB.sql was generated when I installed your plugin & did a repair of SuiteCRM & as you can see via step 1-2 that I am trying to import it into my SuiteCRM database.

      The error line 7 is from trying to import repairSugarDB.sql into my SuiteCRM Database as indicated by "Step 2" (mysql -u root -p bitnami_suitecrm < repairSugarDB.sql) which I thought was pretty simple to understand as I gave you the exact steps/process I am following for importing the SQL file.

      I assume that the "repairSugarDB.sql" would be very similar to the one generated from a fresh SuiteCRM using docker images I have supplied above as we didn't install any plugins etc that could adversely affect the database table structure.

      If you need the "repairSugarDB.sql" I could email or skype it to you or any number of options but since this is a public forum I don't feel comfortable posting it here.

      Your Question 2:
      If you have access to your database, phpMyAdmin?

      Answer 2:
      As mentioned this is using the below docker instances so there is no phpMyAdmin available to me but I should be able to use mysql commands to view table contents.

      docker.io/bitnami/mariadb:10.3-debian-10
      docker.io/bitnami/suitecrm:7-daebian-10

      Your Question 3:
      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?

      Answer 3:
      I will test this and get back to you

  4. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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

  5. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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

  6. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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

  7. Neurocom member avatar

    Neurocom

    10 months ago

    Your Question 1:
    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?

    Answer 1:
    The repairSugarDB.sql was generated when I installed your plugin & did a repair of SuiteCRM & as you can see via step 1-2 that I am trying to import it into my SuiteCRM database.

    The error line 7 is from trying to import repairSugarDB.sql into my SuiteCRM Database as indicated by "Step 2" (mysql -u root -p bitnami_suitecrm < repairSugarDB.sql) which I thought was pretty simple to understand as I gave you the exact steps/process I am following for importing the SQL file.

    I assume that the "repairSugarDB.sql" would be very similar to the one generated from a fresh SuiteCRM using docker images I have supplied above as we didn't install any plugins etc that could adversely affect the database table structure.

    If you need the "repairSugarDB.sql" I could email or skype it to you or any number of options but since this is a public forum I don't feel comfortable posting it here.

    Your Question 2:
    If you have access to your database, phpMyAdmin?

    Answer 2:
    As mentioned this is using the below docker instances so there is no phpMyAdmin available to me but I should be able to use mysql commands to view table contents.

    docker.io/bitnami/mariadb:10.3-debian-10
    docker.io/bitnami/suitecrm:7-daebian-10

    Your Question 3:
    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?

    Answer 3:
    I will test this and get back to you

  8. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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

  9. MartyP member avatar

    Business Fundamentals Provider Affiliate

    8 months ago

    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

  10. MartyP member avatar

    Business Fundamentals Provider Affiliate

    8 months ago

    The problem with the generated SQL is the single quotes, clear them and it should complete successfully

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