https://github.com/agileware/au.com.agileware.xeroitems
XeroItems: Specify ItemCodes (Xero inventory items) instead of AccountCodes when Syncing invoices to Xero from CiviCRM.
https://github.com/agileware/au.com.agileware.xeroitems
civicrm civicrm-api civicrm-extension civicrm-extensions extension extensions financial-accounts invoice xero
Last synced: 10 days ago
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XeroItems: Specify ItemCodes (Xero inventory items) instead of AccountCodes when Syncing invoices to Xero from CiviCRM.
- Host: GitHub
- URL: https://github.com/agileware/au.com.agileware.xeroitems
- Owner: agileware
- License: other
- Created: 2017-06-26T05:42:20.000Z (almost 9 years ago)
- Default Branch: master
- Last Pushed: 2025-04-04T00:24:39.000Z (about 1 year ago)
- Last Synced: 2025-04-04T01:24:30.600Z (about 1 year ago)
- Topics: civicrm, civicrm-api, civicrm-extension, civicrm-extensions, extension, extensions, financial-accounts, invoice, xero
- Language: PHP
- Homepage:
- Size: 41 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 2
-
Metadata Files:
- Readme: README.md
- License: LICENSE.txt
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README
# Xero Items
A [CiviCRM](https://civicrm.org) extension which add functionality to the CiviXero Extension,
[nz.co.fuzion.civixero](https://github.com/eileenmcnaughton/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](LICENSE.txt).
## Requirements
* PHP v5.6+
* [CiviCRM 5.x](https://civicrm.org/download)
* [CiviXero extension](https://github.com/eileenmcnaughton/nz.co.fuzion.civixero)
* [AccountSync extension](https://github.com/eileenmcnaughton/nz.co.fuzion.accountsync)
## Installation (Web UI)
[Download the extension](https://github.com/agileware/au.com.agileware.xeroitems/archive/master.zip), 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](https://github.com/civicrm/cv).
```bash
cd
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](https://en.wikipedia.org/wiki/Git) repo for this extension and
install it with the command-line tool [cv](https://github.com/civicrm/cv).
```bash
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](https://agileware.com.au) with support from the [Diversity Council Australia](https://www.dca.org.au).
[Agileware](https://agileware.com.au) 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](https://civicrm.org) developers, [contact Agileware](https://agileware.com.au/contact) today!
