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How to use the Xero integration with OpenCRM

Updated: 30 January 2017 14:49:41 OpenCRM::Invoice

NOTE: OpenCRM's integration with Xero is currently in closed beta testing. If this is something you are interested in using, please contact your account manager for more information.

Setup

The Xero settings page contains a link to the Xero page you need to go to to set up the Xero app. Currently only Public authentication is supported although the feature was originally written for private key authentication which means the process can be automated.
Note : Once this private key authentication is approved by Xero, automated invoice creation and balance updating will happen without user input.

To enter your Xero details, go to Settings > Configuration and scroll down until you see the Xero Settings option. Clicking this link will give you the below page. Tick the Enable Integration box and Save.

You can also access the Xero access screen from the Invoice module by clicking on the Connect to Xero button:

Clicking Connect to Xero will take you to a Xero login page where you can then authorise your OpenCRM system to connect to Xero.

Once you authorise Xero to connect to OpenCRM, the page will refresh and you will find yourself back in OpenCRM with the consumer key and secret fields populated. This will turn on the connection. That connection will remain active for approx 30 minutes and is available to all users of the system in that time (each user does not need to connect each time).

Each time you enter the settings page, the saved connection is cleared and you will need to click Connect to Xero to reactivate the connection.

Tax table / rates can be associated with tax rates in Xero via the Settings page in OpenCRM, please see this FAQ for more information: http://opencrm.co.uk/crm-knowledgebase/kb6786897/Xero-Tax-Rates-Types.html

There is a background poll which can automatically send and update invoices to/from Xero but this will only work while the connection is valid. The connection expires every 30 minutes (approx), so it is actually quite unlikely this will be useful at the moment. 

Importing Client Data from Xero into OpenCRM

If you have been using Xero prior to integrating with OpenCRM, you will need to run an import or an update import, in order to get the Xero Reference field populated on the Company record in OpenCRM. If you do not do this, you will be creating duplicate client records in Xero and invoices from OpenCRM will be linked to a new Contact record in Xero instead of the existing client.

 The Xero Reference field is the unique identifier that is used to match up records in OpenCRM with existing data in Xero. This reference is not available on a standard Xero export or report, so you will need to use the tool built into the Xero Settings page, as per the screenshot below:

This will create a csv file that looks like this:

Importing New Client Data into OpenCRM

If your client data is present in Xero, but not present in OpenCRM, then you can carry out an import, to create new Company records in OpenCRM. Click on the link from the screenshot above. This will perform an export of your client data held in Xero. They key columns to note are ContactID (= Xero Reference) and Name (Company Name).

As well as this key information the export provides details such as a Contact person, email address, telephone and address details. The export also provides numerous columns of information exported from Xero that you are not likely to need in OpenCRM e.g. "AccountsReceiveableTaxType" or "BankAccountDetails".

1. You need to decide which columns you wish to import. You may need to create custom fields for non-standard information, in which case please refer to this guide on how to create custom fields in OpenCRM: http://www.opencrm.co.uk/support/knowledgebase.html?kb=1131928&name=How-do-I-create-custom-fields-in-OpenCRM.html

2. Formatting the address columns in Xero to match the formatting in OpenCRM. Typically, you will want to import the address details into the fields Billing Address Street/ Billing Address City/ Billing Address State/ Billing Address Postcode/ Billing Address Country. So, you will need to concatenate AddressLine1 and AddressLine2 into one field, to populate the Billing Address Street field in OpenCRM. Also you may wish to duplicate all the address fields, so that you can also import them to the Shipping Address fields in OpenCRM. See this FAQ for details on how to concatenate two (or more) fields in Excel: http://www.opencrm.co.uk/support/knowledgebase.html?kb=734996&name=In-Excel-how-can-I-join-two-cells-into-one-(concatenate).html

3. Formatting telephone numbers to import into OpenCRM. In the Xero export, the phone numbers are split into separate columns for phone number/ area code/ country code, so you will need to concatenate the columns as per with addresses. Also, csv strips out formatting so numbers are likely to be missing leading zeros ie "0221" will display as "221". This FAQ explains how to restore and leading zeros that may be missing: http://www.opencrm.co.uk/support/knowledgebase.html?kb=1873178&name=How-can-I-add-a-leading-Zero-(0)-in-Excel-CSV-For-example-in-phone-numbers.html

4. Once you have formatted the data, you can proceed with the Import. You will need to import the Company details into the Companies module, and if you want to add the Contact details, you should import this to the Contacts module. Go to the relevant module and select the Import option

The key fields to map are the Xero Reference and Account Name. You can map the other fields as described above. once you have finished, select Import Now at the bottom of the import screen and that will launch the import and create the Companies in OpenCRM.

5. You can repeat the process to import into the Contacts module, and create Contacts that will be linked to the Company.

Updating Existing Client Data in OpenCRM with Xero information

The procedure for carrying out an update import is very similar to doing a new import - you pick the columns you wish to bring into OpenCRM. The difference is that at the bottom of the Import screen you select the option to Update Existing Records before hitting Import Now.

For OpenCRM to know which record to update, you need to add a column to the spreadsheet, containing the CRM ID from the matching record in OpenCRM. You can use the VLOOKUP function in Excel to match the Xero Reference to the correct company. You should be OK with using the Company Name as the identifier to match up records however if you have more than one Company with the same name you will need a more sophisticated solution (e.g. using the Company Name and Postcode as the unique identifier). This FAQ explains how to use VLOOKUP: http://www.opencrm.co.uk/support/knowledgebase.html?kb=1718709&name=How-can-I-copy-values-from-one-Excel-sheet-to-another-(VLOOKUP)-E-g-I-have-a-file-for-Companies-and-a-file-for-Contacts-and-I-want-to-copy-some-data-from-the-records-on-one-sheet-to-the-associated-records-on-the-other.html

Once you have matched up the Company with the relevant CRM ID, map the fields you want to update in OpenCRM. The key fields to map are the CRM ID field, as this is the look-up field that will be used to update the relevant record, and the Xero Reference, or ContactID field, which is the identifier that will be used to look up the correct Company record in Xero.

Use

On Invoice home screen, there are two buttons - "Send to Xero" and "Update From Xero". These buttons are only visible if integration is enabled, and the current connection has not expired.

If it has expired, a button "Connect to Xero" is displayed which takes you to the settings screen.

Send to Xero

This button will send selected invoices (and associated company details) to Xero. It will send all invoices even if they have already been sent to Xero, so long as the outstanding balance matches the total amount. As soon as the outstanding balance is below the total amount (i.e. payments have been made in Xero), the invoice is no longer sent to Xero. The invoice status is ignored, so this will send Pending and Paid invoices so long as the outstanding and total balance matches 

Update From Xero

This button will update selected invoice balances from Xero, and update associated companies with their Xero reference. It will NOT update company balances. It will only get updates for invoices not marked as Paid or cancelled and where the "Sent to Accounts" field is checked. 

Once an Invoice has been updated from Xero, the status will be updated from Created to Live. The Invoice will also be marked as having been Sent to Accounts, with the Date on which it was sent.

Once Payments (in Xero) have been logged, these will be reflected in OpenCRM if the Update from Xero option is selected. It will show part-payments and full payments, updating the status to either "Part Paid" or "Paid", and the Amount Outstanding field will be adjusted accordingly.

Other Options

In the tools section, there are links to send all live invoices (that is all invoices where the outstanding amount is equal to the due amount),and update all live invoices (all invoices not marked as Paid and which have previously been sent to Xero).

Send All Live Invoices

Sends all invoices where the outstanding amount is equal to the due amount, and the status is not Paid or Pending

Update all Invoice Balances

This will go through all invoices not marked as Paid or Cancelled and which have previously been sent to Xero and query Xero for an updated balance. It will update associated companies with their reference in Xero. Additionally, at the end it will update all company balances following the invoice update. This could take some time to complete, during which time your OpenCRM session on that browser will be locked and unusuable. 

Logging / Error Checking

* In order to create an Invoice in Xero, the sync will first add the Products. This is so it can link any existing or new Products to the Invoices in Xero. If there is a problem with any Product row, this will not send any invoices, until the error has been corrected. An error message will be displayed which outlines the problem Product(s).

* When sending multiple invoices, if 2 invoices send successfully and one fails, the 2 which are sent successfully will be marked sent to sage.

* A separate log table "xero_log" is updated on any successful attempt to send the invoice and any errors are logged in here too.

 

Important Notes and Info

* Invoices and credit notes sent currently go into the "Drafts" section in Xero where they can then be approved.

* OpenCRM's integration with Xero allows you to create a new Client record, with a Primary Person linked (first name, last name, email address). If you sync a subsequent invoice for the same client, but with a different Person linked, it will not add a second Person, but will overwrite the first Person.

* Finance and System admins only are able to access the Xero settings page and send invoices to Xero or update balances from Xero.

* Line amounts are passed through as the full undiscounted amount. The discount rate is calculated to a percentage per line and passed through to Xero which then calculates the actual line total.

* Credit notes are transferred with list prices as the discounted amount because Xero does not support discount on credit notes.

* Update of balances on credit notes is not yet supported.

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