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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#3296 - Selecting Account Name and Linking

Closed General Question created by Dinu1 Verified Purchase 10 months ago

Hi Team,

If I create a record in the SuiteCRM will this record reflect on the XERO automatically, or do we need to again relink the record on the XERO after creating the record in the SuiteCRM?

Please Advise

Dinu

  1. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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

  2. Dinu1 member avatar

    Dinu1 Verified Purchase

    10 months ago

    Hey,

    Thank you for your prompt response, and I am aware of these options. However, our client came back to us mentioning that,

    "mainly once we can align the business name (Field name in SuiteCRM) with account name in Xero (has to be exact match otherwise won't link), then we'll need to relink accounts. And then test it's working (invoices that state paid have been, statements sending working, etc.)"

    Please Advise

  3. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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...

  4. Dinu1 member avatar

    Dinu1 Verified Purchase

    10 months ago

    Hey,

    Thank you so much, and this helps me a lot. Also, if I am not wrong, after creating the initial linkage between an Account in the SuiteCRM, Xero will provide you with an id, and that XERO id will link the record with SuiteCRM

    do you think I got the point correctly?

  5. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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

  6. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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 :=]

  7. Dinu1 member avatar

    Dinu1 Verified Purchase

    10 months ago

    Hi,

    Sorry, I am a bit unclear regarding this comment: "The Xero ID field value can be deleted if you add it to the records Edit view". We have already implemented the Xero ID field into our edit view mode. Also, that field is available in every single record.

    As you said, "Send to Xero will create a new link" will this action creates a new link in the XERO?

  8. Dinu1 member avatar

    Dinu1 Verified Purchase

    10 months ago

    Also, is this related to new records or existing records?

  9. MartyP member avatar

    Business Fundamentals Provider Affiliate

    10 months ago

    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..

    • Dinu1 member avatar

      Dinu1 Verified Purchase

      10 months ago

      Thank you so much, and now I got your point.

  10. greggibb member avatar

    greggibb

    9 months ago

    Hi,

    First of all Happy New Year!! Have a great year ahead.

    Regarding invoices modules in the edit view, there are 2 options available under the actions option 1. update this invoice to XERO, and 2. update this invoice from XERO. From these options what I understood was, you are able to update the invoice to XERO by clicking the first option, and the other one is you are able to update the invoice by logging into XERO.

    Please advise me whether have I understood correctly or not

    Dinu

    • MartyP member avatar

      Business Fundamentals Provider Affiliate

      9 months ago

      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...

  11. greggibb member avatar

    greggibb

    9 months ago

    Hi Business Fundamentals,

    Thank you for your valuable response, and as per your statement regarding "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" this action is like clicking the update button from the Suitecrm. This means if I click that option, I can update my invoice from the SuiteCRM, rather than logging into the XERO.

    As a quick run through, if I click the update this invoice to XERO: I am able to update the changes through SuiteCRM and update those changes to both SuiteCRM and XERO. Likewise, "update this invoice from XERO": I am able to update the changes from XERO and I can update those changes from the SuiteCRM. The only difference is XERO login is not required to make changes on both.

    Hope I understood better now!!

    Thank you

  12. MartyP member avatar

    Business Fundamentals Provider Affiliate

    9 months ago

    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.

  13. greggibb member avatar

    greggibb

    9 months ago

    Hi Business Fundamentals,

    Thank you so much for your guidance.

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