How to link vintrace and Xero

Steps for Xero.
You will first need to get someone with access to Xero within your winery to follow these steps.

1) Go to the URL https://api.xero.com/Application/Add and then login with your Xero credentials. You will be presented with a screen that looks very similar to the below.

Link 1

2) Select Private for the type of application question.

3) Enter “Vintrace Winery Software” as the Application Name and then select your Xero database instance.

4) Paste the following key exactly as it appears into the X509 Public Key Certificate text box (alternatively download the certificate from here and upload using that option)

 

-----BEGIN CERTIFICATE-----
MIIDojCCAwugAwIBAgIJAIKI99k4Waz5MA0GCSqGSIb3DQEBBQUAMIGTMQswCQYD
VQQGEwJBVTERMA8GA1UECBMIVmljdG9yaWExEjAQBgNVBAcTCU1lbGJvdXJuZTEe
MBwGA1UEChMVVklOeDIgV2luZXJ5IFNvZnR3YXJlMR4wHAYDVQQDExVWSU54MiBX
aW5lcnkgU29mdHdhcmUxHTAbBgkqhkiG9w0BCQEWDmRldkBqeDIuY29tLmF1MB4X
DTEyMTEwMTAzNDYxMVoXDTIyMTAzMDAzNDYxMVowgZMxCzAJBgNVBAYTAkFVMREw
DwYDVQQIEwhWaWN0b3JpYTESMBAGA1UEBxMJTWVsYm91cm5lMR4wHAYDVQQKExVW
SU54MiBXaW5lcnkgU29mdHdhcmUxHjAcBgNVBAMTFVZJTngyIFdpbmVyeSBTb2Z0
d2FyZTEdMBsGCSqGSIb3DQEJARYOZGV2QGp4Mi5jb20uYXUwgZ8wDQYJKoZIhvcN
AQEBBQADgY0AMIGJAoGBANf4xPND4wBEoTDziBr8aDwBB9I5qS7a9tDnBHDakWyA
cMdVqbzz7ZMqFdVQlIyzT/Mn0Aph+5oTYYvYWYhuwxoXPeaqpXFRFgQfZjMCdDKi
3CPoRW7BrET37+f3bwJObkonGbIticT0pZdXHcPPJuNLF15kIbLfY+jJ5xNldAdr
AgMBAAGjgfswgfgwHQYDVR0OBBYEFJZQgjvnQx+JpNZT0pYzNNyD5hDLMIHIBgNV
HSMEgcAwgb2AFJZQgjvnQx+JpNZT0pYzNNyD5hDLoYGZpIGWMIGTMQswCQYDVQQG
EwJBVTERMA8GA1UECBMIVmljdG9yaWExEjAQBgNVBAcTCU1lbGJvdXJuZTEeMBwG
A1UEChMVVklOeDIgV2luZXJ5IFNvZnR3YXJlMR4wHAYDVQQDExVWSU54MiBXaW5l
cnkgU29mdHdhcmUxHTAbBgkqhkiG9w0BCQEWDmRldkBqeDIuY29tLmF1ggkAgoj3
2ThZrPkwDAYDVR0TBAUwAwEB/zANBgkqhkiG9w0BAQUFAAOBgQA7xDZ0kYcpGd56
c999yC41fRrJDd/gZjhFfItEVe6Fv8Nztp1tI/N7fTdnO7S0manvx+ZYUXPlyVui
SsfOTJdYjmRrk/j98Lzr3RUOa+Ex/lFablsf7AfDgEdfUtZn5atosd09k5N3aHH0
Kw8dxlDdzsEp2WMC+J/CawaD1sppEg==
-----END CERTIFICATE-----

5) Click Save.

You will then be presented with new OAuth credentials.

Link 2

To then configure this in your vintrace system database and test the connection, you will need to record the Consumer Key and Consumer Secret, which will be used in the steps below for vintrace.

Steps for vintrace.
From the Winery Setup, click General – System Policy and under the General Settings click the link ‘Accounting Integration Configuration’.

General Settings

If you have not had any Accounting Integration configured in the past, it should look like this:

AcctConfig1

Click the drop down and select your Accounting Package. From there you should have fields appear below the drop down, along with a test connection button. Most should also have an info ( i ) button that will link you to a page detailing how to configure that specific accounting package. Follow the guide and then test connectivity.

AcctConfig2

AcctConfig3

Success! Now click Ok and then save your settings and begin using your Accounting Integration with vintrace.
The next thing to do is to configure the Xero setup in your vintrace system, by going here: Configuring Accounting Integration With Xero

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