Xero Items

A CiviCRM extension which add functionality to the CiviXero Extension, nz.co.fuzion.civixero replacing Xero account codes with Xero item codes (also referred to as Xero inventory items). Read more information about Xero inventory items:

1. https://help.xero.com/nz/Inventory
2. Set up in your Xero account, https://go.xero.com/Accounts/Inventory
3. Xero API, https://developer.xero.com/documentation/api/items

The extension is licensed under AGPL-3.0.

Requirements

• PHP v5.6+
• CiviCRM 5.x
• CiviXero extension
• AccountSync extension

Installation (Web UI)

Download the extension, and extract into your custom extensions directory, then enable via the Extensions admin page (normally via Administer » System Settings » Extensions)

Installation (CLI, Zip)

Sysadmins and developers may download the .zip file for this extension and install it with the command-line tool cv.

cd <extension-dir>
cv dl au.com.agileware.xeroitems@https://github.com/agileware/au.com.agileware.xeroitems/archive/master.zip

Installation (CLI, Git)

Sysadmins and developers may clone the Git repo for this extension and install it with the command-line tool cv.

git clone https://github.com/agileware/au.com.agileware.xeroitems.git
cv en xeroitems

Configuration

In CiviCRM, open each Financial Account (Administer / CiviContribute / Financial Accounts) and set the "ACCTG CODE" values to the codes of your items in Xero.

How it works

Xeroitems hooks into the Civixero push process for invoices, replacing Account codes with Item codes in line items if the financial account of a line item matches the code of an Inventory Item in your linked Xero account. In the case that a matching Item is not found, the line item is not modified and falls back to submitting the line item against an account. If an accounting code matches both an Item and an Account, the Item is used.

About the Authors

This CiviCRM extension was developed by the team at Agileware with support from the Diversity Council Australia.

Agileware provide a range of CiviCRM services including:

• CiviCRM migration
• CiviCRM integration
• CiviCRM extension development
• CiviCRM support
• CiviCRM hosting
• CiviCRM remote training services

Support your Australian CiviCRM developers, contact Agileware today!