Crittah provides integration into you Xero financials allowing you to reconcile invoices against payments with your bank account. Crittah integrations links your Customers, Contacts, Inventory and invoices in Crittah with Contacts, Inventory and Invoices in Xero.
Integration relationships
The relationships in Crittah differ slightly to the relationships in Xero so these need to be explained. Xeo only has contacts and Crittah has Customers (which are companies) and Contacts (which are people).
If an invoices is created in Crittah with only a contact against the invoice then this will result in a Xero Contact being created from the contact in Crittah and then the invoice linked to that contact.
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 are created under one record in Xero. Xero only 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 Xero contact for a Customer. Any Crittah contacts linked to the Crittah customer will be added as a person under the Xero contact record.
Crittah Contacts
Crittah contacts that have no relation to a Crittah customer will be created as a Xero contact. 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.
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.
Inventory
Inventory in Crittah will be created in Xero when uploaded from Crittah. All inventory item sin Crittah must be synchronised with the inventory items in Xero. This is important to ensure inventory items added to an invoice in Crittah will match the same inventory items for the invoice is SalesForce.
All inventory items in Crittah must be linked to inventory items in Xero to ensure the invoice line items to inventory match and the invoice can be uploaded.
Setup integration with Xero
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
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.
