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Setup integration with Xero
For Crittah and Xero to wok happily together currently use the Xero private integrated feature which allows you busines to integrate Crittah as a private application. To setup this integration you will need to follow the steps below to setup the secure integration link between your Crittah instance and your Xero finance instance. The steps below will show you how to do this in a step by step guide.Crittah as a private app and load a certificate file provided by Crittah.
Create a private app in Xero
Navigate to https://api.xero.com/Application/Add or https://api.xero.com/Application
The screen shot below shows the steps to take
1. Navigate to the tab "My Apps" and
2. Click on the "New App" Button. This will take you through the process to create a Xero Private app
You can only create on private app. If one exists then you will need to delete the existing and then add the Crittah private app.
3. Select Private App
4. Provide a name for your app "CrittahIntegration"
5. Upload or drage the "publickey.cer" provided by Crittah
6. Agree to terms
7. Click "Create App"
Once uploaded you will get
- Copy the Consumer Key and Consumer Secret for later
Add Key and Secret to Crittah
- Navigate to your crittah instance https//<company-id>.crittah.com
- Select Admin→Administration from the menu
- Select "Xero Integration" from the "Finance" section
- Select the site you would like to link to Xero from the dropdown
- Check the active check box
- Select "Xero" in the Integrate to field
- Past the Consumer Key you copied earlier into the "Consumer Key" field
- Past the Consumer Secret you copied earlier into the "Consumer Secret" field
- Click "Continue"
Select Continue. Crittah will now connect to Xero and if successful will display the configurations you need to setup to successfull integrate crittah chargeable items with Xero accounts.
Uploading invoices
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