Synchronisation between CiviCRM & Xero

This extension requires the extension https://github.com/eileenmcnaughton/nz.co.fuzion.accountsync to work.

It sets up scheduled jobs that synchronize Xero contacts and invoices with CiviCRM contacts and invoices.

Interaction with this module is primarily by API and it creates scheduled jobs to run those API. These jobs may not auto-create in CiviCRM versions prior to 4.4 or 4.2.16.

SETUP

In the server in the sites, extensions folder in a terminal window you can run the command git clone https://github.com/eileenmcnaughton/nz.co.fuzion.civixero.git and the same for account sync git clone https://github.com/eileenmcnaughton/nz.co.fuzion.accountsync.git then you will have the extensions added to the site.

To use these extensions on the site, on the Civi menu on the site go to administer - customise data and screens - manage extensions. There you should install CiviXero and Account Sync.

You should now have a Xero tab in the civi menu. From here you can edit the xero settings. To do this

You need a Xero api key.

Log into https://api.xero.com/Application?redirectCount=0

Choose My Applications, Add application

Follow the Xero instructions to set up a .cer and public key

http://developer.xero.com/documentation/getting-started/private-applications/

involves running the following 3 commands in terminal if you are a mac user

openssl genrsa -out privatekey.pem 1024

openssl req -new -x509 -key privatekey.pem -out publickey.cer -days 1825

openssl pkcs12 -export -out public_privatekey.pfx -inkey privatekey.pem -in publickey.cer

from http://developer.xero.com/documentation/advanced-docs/public-private-keypair/

You will then be able to access the Xero credentials you need for CiviCRM

You then need to enter these keys into the Xero Settings page per Xero Settings

On this page you should also define which edit and create actions should trigger contacts / invoices to be created / edited in Xero

(Due to current civi bug, disable and reenable civi logging if you are using db logging)

Once installed you interact with CiviXero via the scheduled jobs page and the api. Matched contacts should show links on their contact summary screen and matched contributions should show links on the invoices

CiviCRM tracks synchronisation in the civicrm_account_contact table - to populate this from xero run the api command civixero contactpull with a start_date - e.g '1 year ago'

e.g drush cvapi civixero.contactpull start_date=0

You can create a link from Xero back to your site by going to settings/ Custom links and adding a link pointing to

https://YOURSITE/civicrm/contact/view?reset=1&cid={!CONTACTCODE}