This is my second blog on the topic of integrating with CiviCRM with an accounting system. Those of you who haven't just run screaming from the room or suddenly discovered an urgent need to polish the inside of your car exhaust, re-organise your tupperware or push needles into your eyes ... read on.
I was going to talk now about the second (conceptual) stage of Xero / CiviCRM integration - getting payment information out of Xero to confirm transactions in CiviCRM, but, some of the scenarios that are difficult to get my head around in automated integration are also the same scenarios that cause me problems under 'manual' integraion, so I'm going to focus for this blog on 'manual' integration between CiviCRM and Accounting systems. This also ties in with a suggestion from Dave that I specify possible future changes to the workflows around receipting multiple payments against events.
Manual integration is an over-jargony way of describing a person...Read more
One of the areas that occasionally hits the forums is whether CiviCRM integrates with accounting systems. I've been giving a little thought to accounts integration lately and have now spent a bit of time poking around the Xero API and thinking about what I would do if I were to spent time trying to get CiviCRM talking to Xero. The content of this blog is mostly non-technical so if you can safely ignore the stuff about APIs if it doesn't mean anything to you.
For those (most) of you that haven't heard of Xero, it is the company that would have made me rich had I bought shares when I said I thought I should. If I had also bought oodles of US dollars at the same time and sold them 3 months ago I would now be sitting on a tropical island instead of writing this. Such things aside, Xero is an online accounting package with a RESTFUL interface which targets small to medium businesses and organisations and is aiming for World Domination. I believe they will fail...Read more