[Product Name]

[Version X.X]

[Platform and Minimum Version Details]

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XERO VTIGER CRM 6 CONNECTOR

Version 2.0

Platform: VTiger 6

Xero vtigerCRM Connector module (XTiger) integrates your vtigerCRM and Xero Online Accounting Software. This document consist of description, feature, installation procedure and change log of our plugin.

Description

Xero vtigerCRM Connector module (XTiger) integrates your vtigerCRM and Xero Online Accounting Software. XTiger helps you to sync your Contacts, Products, Invoice, Accounts and Receipts. Accounts and Receipts are single way synchronization where user can fetch records from Xero alone. Remaining modules are bidirectional. User can fetch as well as send records to Xero. Mapping options enables you to map fields from Xero to match your vtigerCRM modules. Queue option will helps you to schedule tasks. This will help you to reduce the overload of current tasks. Manual sync is also available. User can sync needed modules alone.

Features

1. Connect your Xero accounting software from vtigerCRM using API.

2. Sync Contacts, Products and Invoice in Both ways from Xero as well as from

vtigerCRM.

3. Sync Receipts, Accounts in single way, from Xero alone.

4. Manual Sync option also available. User can sync modules manually.

5. User can also schedule task and run the task some other time using cron. This

will helps you, not to overload your server with current task.

6. Field Mapping is also available. User can map fields against Xero fields. There

are also mandatory fields in Xero. So we mapped some fields in default which

can’t be modified.

7. Option to send all records as well as selected records to Xero. To using this

feature, user has to select “Sync Records” option in Field Mapping located in

XTiger

8. Option to send selected status invoice to xero.

9. There will be a checkbox present in modules named as “Allow XTiger Sync”. If

user wants to send selected records to Xero then user has to change the Sync

Records Option in Field Mapping to “Enable XTiger Sync”.

10. Email Notifications are available. This will send the status of the Sync.

11. Logs are available. If sync failed, user can see the message in the logs. It will

show you some information about why sync has been failed.

12. Queue option is available. If you have lots of records to sync. User doesn’t

need to manually click the sync button and wait. They need to schedule the task to

Queue and configure the cron to run at midnight or some other time. This will

reduce the overload of correct tasks.

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DescriptionPlugin Details****************

Author : SmackcodersAuthor URL : Smackcoders Siteversion : 2.0

Product URL

Xero vtigercrm 6 Integration

Wiki Page Link

Xero Vtiger crm

Demo Link

Xero vtigercrm demo link

Username : demoadmin

Password : demo123

CHANGE LOG

2.0Added a new feature "Status Sync". List of status shown on Mapping page. User can sync selected status records (Invoice) to xero.

To prevent memory limit, execution problem. Sending records in batch rather than sending all the data at once.

Show Live Result on Main Page.

Fixed bugs

1.1.0

Added fields on vtiger blocks. so that user know which xero records has synced with vtiger record

Fixed bugs

1.0.0 Tested and found works well without any issues.

Installation

1. Import XTiger, XLog, XQueue, XeroAccounts module in vtigerCRM. Go to

CRM Settings -> Module Manager. Click Install From File Button. Choose a

module and Click Import Button.

2. Import all the four modules.

3. Unzip Install.zip from vtigerCRM root directory.

4. After importing all the four modules, Go to XTiger module and click Install.

This will create tables, workflow, and blocks etc which are needed for the module.

5. Go To API Details in XTiger module

6. Provide Consumer key and Consumer secret key of your Xero Accounting

Software.

7. Create publickey.cer (Follow steps in this link to create public key and private

key). Copy and Paste the certificate to the certs folder in XTiger module.

Steps to get Consumer key and secret

1. Login into Xero.

2. Go to this link to create new application in Xero.

3. Kindly select Private radio button.

4. Provide Application name.

5. Upload public certificate or paste the content in the text area.

6. After that, your consumer key and consumer secret will be provided.

Cron Tab:

Add the below entry to cron tab

* * * * * wget -o /dev/null -q -O /dev/null http://localhost/vtigercrm/xeroCron.php

2>&1

Change the time, when you want to run the cron and also change the URL

(http://localhost/vtigercrm) to your site URL.

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SUPPORT

Mail Us: support@smackcoders.com

Configuration

1. Create a new application in Xero.

2. Main page of XTiger

3. API Details Page of XTiger:

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4. Email Notification Page of XTiger

5. 5. Field Mapping Page in XTiger module

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6. Log Module

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7. Queue Module

IMPORTANT NOTE

• If there is no contact assigned to Invoice, then it wont create any new records.

• There are some default Mapped fields in Field Mapping. You can’t change that.

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