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. Click on New App.

  2. Select Private app.

  3. Enter Vintrace Winery Software as the App 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 on Create App.

  6. You will then be presented with new OAuth credentials. Copy the Consumer Key by clicking on the Copy. You will need the Consumer Key to configure and test the connection in vintrace.

  7. From the Winery Setup, click General > System Policy and under the General Settings click on Accounting Integration Configuration.

    General Settings

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

    AcctConfig1

  8. 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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