Xero

Authentication

There needs to be an authentication screen where customers can authenticate themselves. Right now Sandfield create an app for each customer Xero and add a cert manually. See below details for how to make it work.

Sending Data To Xero

Current Supported documents

Notes

    • Xero needs a contact to create an invoice/PO against. It will create a new contact in Xero if the name does not match an existing contact.

    • There are also around what can and cannot be posted to Xero, with minimum requirements and different data needed when posting documents in different status.

    • These all depend on the what is required from the implementation, and can be quite easily controlled in the mapping.

Receiving Data From Xero

Current Supported documents

Notes

    • A status can be set to filter the documents that gets processed

    • Crossfire will only process documents updated after the last successful run.

    • The process involves pulling invoices and keeping track of these in the middleware database, so that we do not pass them again to Crossfire.

    • There is a option to allow processing changes, so invoices or PO’s updated after the run will be processed and passed to Crossfire.

Authentication 2

This has been set up in test and live. You can use the following standards to set up mappings.

You can then create Xero transports using the Incoming Xero transport type.

I have set up a Xero Entity that you can select. There is only one at the moment called Starlight.

Xero does not really have the concept of a test environment, so we'll need to be careful with how this is set up and tested between our test and live environments.

If the customer has a separate test account that will be good. Xero allows setting up accounts for a 30 day period, but this can be converted into an actual paid account so it would depend on how the customer starts with it.

For Crossfire to connect to Xero, the customer will have to create and private application in Xero.

You can send them the instructions below to set this up.

  1. Go to URL https://developer.xero.com/myapps/

  2. This will ask them to log into the developer portal for Xero.

  3. The following page should show, if not click on the My Apps tab

    1. Click on the New App button - to the right.

    2. Fill in the page details as below.

      1. Select "Private App"

      2. Fill in the name of the application - this is for your own identification of who is connecting to your Xero account.

      3. The Organization would be the Xero organization they have set up. This will be the organization Crossfire will connect to and pull invoices data from.

      4. Upload the certificate I have attached.

    3. Then Click create app.

    4. This will show a page with information about the created application.

    5. We are interested in the Consumer Key and Consumer Secret values. Please send these back in order for us to complete the Crossfire setup.