What are the data that will be synced between XERO and MSP SDP ?
Accounts - One way sync (XERO to MSP- add / update)
Worklog type - One way sync (XERO to MSP - add / update)
Worklog (Requests,Problems,Changes,Projects,Tasks) - One way sync (MSP SDP to XERO )
Once a Worklog is pushed to XERO and any changes done later in the Worklog will not be pushed to XERO online again.
How to generate Consumer Key & Consumer Secret ?
For this integration to work, ServiceDeskPlus-MSP must be created as a private application in Xero.
Head over to Xero app creation page
Choose private application
Choose the organization to which the integration is to be done. As of now the application can be integrated with only one Xero Organization
Upload this Public Key Certificate in Xero portal.which is available in the XERO Configuration page.
Save and copy the OAuth Credentials to below fields
Click Connect to XERO button
Is there any restriction in XERO integration when running MSP in HTTP/HTTPS mode ?
No ,Xero Integration will work both in HTTP & HTTPS mode
Will you send only the closed requests worklogs to XERO ?
No, all worklogs will be sent to XERO .
Will you send the Non-Billable worklog ?
No restrictions now. All worklogs will be pushed to XERO .
Will you send the worklog additional cost ?
No We will not push additional cost to XERO Online.
Will you consider Account additional fields?
Yes,Account additional field added under MSP will be listed under Fields Mapping- Configure Fields for Integration.Mapping can be done with the field listed under XERO online.
How to disable the integration ?
Click on the Enabled button again in the integration page for the same. You need to disable the integration for every modules (Account , Worklog Type, Worklog) separately.
Will all the accounts imported to MSP for the Initial Sync?
No,for the first time sync only the accounts with the same name will get imported and rest of the accounts will lists under unmapped accounts link.You need to map the listed QB account with an existing MSP account to proceed further.
What happens if ZOHO CRM / Books / Invoice/QB Online and XERO integrations are enabled ? What happens if both has same Account Names and push the same to MSP SDP ?
If CRM/Books sync is at 10:00 A.M and XERO Schedule is at 11:00 A.M, now the 11:00 A.M data will overwrite the existing details.
How to sync with a new XERO Account again ?
Existing data cant be removed from the MSP SDP database. However you can start this integration from a new ZOHO account by just deleting a folder in your installation and replace it with a new one or you can execute a following command to delete the date <ServiceDeskPlus_MSP_Home>\ server ->reinitializeInteg XERO "
Shut down and Start the ServiceDesk Plus MSP Service without fail .
What is the recommended time period for sync to happen?
Please schedule the sync during your Business non-operational hours.
In what basis the invoices will be created?
Using the Worklog details (per account basis) an Invoice will be created.
What is worklog type Sync?
In this process,Worklog type created in XERO will get imported to MSP
What is worklog type Sync status?
It shows the list of worklog type created in MSP but not available in XERO
Will you send only the Requests worklogs to XERO ?
No,you can select the modules from which the worklog need to be exported which can be configured in worklog sync configuration page.
What if the worklog doesnot have any worklog type in MSP?
You can define the default worklog type in the worklog sync configuration page.The worklogs created without worklog type will get imported under default worklog type .
How the sales rate will be calculated in Invoice-XERO ?
User can select any one of two options for calculating sales invoice.
One is with XERO unit rate which will be given while creating product/service in XERO.
Second is with the total charge given while creating worklog in MSP.
Will synced worklog list is maintained somewhere in MSP?
Yes,you can view the synced and unsynced worklog list in the invoice list page.You can also download the synced worklogs in this page.
Do worklog type sync needed for syncing worklog?
It is mandatory to sync the worklog type first,followed by worklog sync.
What will happen if the worklog sync configured before the worklog type sync?
Worklog sync fails and the failed worklog list will be displayed in the invoice list page.
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