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If an invoice is created in Crittah with a customer and a contact then Crittah will create a Contact record with the name of the contact the same as the customer name and then add the Crittah contact as a person in the Crittah Contact.

Crittah Customers

Crittah Customers and their contacts in Crittah are created under one record in Xero. Xero only has contacts and within a contact you can add multiple persons. have contacts. Xero contacts perform a dual role of a business or a person or both. A Xero contact can have the company name set as the contact name and multiple peoples names under the contact.

Crittah integration will create a contact and the contacts name will be the same as the customers company name. Any contacts in Crittah for the customer will then bee Xero contact for a Customer. Any Crittah contacts linked to the Crittah customer will be added as a person under the Xero contact record.

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Crittah Contacts

Contacts Crittah contacts that have no relation to a Crittah customer in Crittah will be created as a Xero contact in Xero. The Xero contacts name will be the same as the cull name of the Crittah contact (first name and last name). The person in the Xero contact record will be the same as the contact in Crittah.

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Invoices

Invoice in Crittah will be created in Xero when uploaded from Crittah and the Contact or customer linked to that invoice in Crittah will be linked to the equivalent contact in Xero.

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Setup integration with Xero

For Crittah and Xero to wok happily together you will need 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.

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Crittah 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 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

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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

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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.

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Configure Xero accounts to Crittah charges

Crittah integrates all payments, charges and inventory with Xero Accounts and inventory items. When an invoice is loaded into Xero from Crittah, Crittah needs to map all payments and charges to the appropriate accounts and inventory items in Xero. This allows all payments and charges in Crittah to be automatically reconciled in Xero when invoices are uploaded. To Setup these mappings the details are shown below.

Mapping job charges and payments to Xero accounts

Once you have successfully integrated you will see a message in green indicating a successfull connection to Xero. You will now map all Crittah charges to your Xero accounts so that when invoices are loaded into Xero the charges are assigned to the correct GL acount codes in Xero.

1. Confirm you are integrated to the Correct Xero account. The company name, legal name and tax number displaed indicate the Xero company Crittah is now integrated with.
2. Select the Xero account any Payments should be loaded agains
3. For each job type you will need to...
4. map the charges for each job type to the Xero account. 
5. (Optional) map to inventory items in Xero if the charge is also related to an inventory item.

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Mapping inventory items to Xero items

If you charge for items in jobs you will need to map the inventory items to Xero inventory items to ensure sales of items made in Crittah will reconcile with inventory items in Xero.

To do this you will need to setup inventory (if you havn't already) in Xero loging into your Xero account and navigating to Business → Products and services and then adding your inventory items.

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After your items are setup in Xero you can map the Crittah inventory items to the Xero inventory items. 

Log into Crittah and navigate to Admin → Administration and select "Inventory Management" under the Finance section.

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1. Select your site. If you only have one site then it will already be selected.
2. Click Add
3. The "Integration Item ID" drop down select will show a list of inventory items in Xero. You need to select an item in Xero which is the same as the inventory item you are creating in Crittah.
4. Fill in the item details for the inventory item you are adding.

When you add inventory items you need to select the equivalent item in Xero to map to. 

Uploading invoices

When upload invoice you will be sending invoice from Crittah into Xero. 

To do this Navigate to Finance → Upload Invoices

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nce you are in the "Upload invoice for Finance" screen you will

1. select the date range for invoice you would like to 
2. Click refresh to view the invoices
3. Check individual invoices to upload or all invoices
4. Click on the Upload invoices button.

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