Insites - Xero Integration - Orders and Contacts

Send BC Orders and Contacts to Xero

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$49.00 USD per month per site
$499.00 USD Setup Fee

 

This app is billed monthly.

This app requires an active subscription per site to work and can only be installed or used on sites where you have an active license.

CBO

Complete Business Online is a full-service marketing agency, with offices in Melbourne and Sydney Australia, along with our development team in Makati, Philippines. We pride ourselves on producing state of the art design and technology solutions to provide real value to our clients. With our strong team of designers, developers, support agents and account managers, we are able to look after every aspect of a company's marketing needs.

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App Type: Admin

Recurring Type: per month per site

App Features
Comments
Changelog
License
BC Hosting Plans

Business Catalyst and Xero love each other
If you run an online store and use Xero for your accounting package, then this integration is perfect for you. Our solution covers Orders created within Business Catalyst and sends them to Xero. You no longer need to update Orders on multiple systems, it’s all automated.

Get notified about the orders
To ensure you are constantly in the know, we will send you an email on a sucessfull push of BC Order data to Xero. Likewise, if we run into a problem we will also notify you.

If an order is placed through BC and there is insufficient stock available in Xero for the purchases, there are two options to choose from:

  • “Invoice - DRAFT” will be created in Xero and a successful email notification will be sent to the nominated email address (only applicable when item is not tracked).

  • An error email notification will be sent to the nominated email address that will contain a retry button/link that you can use once you have updated Xero with stock available to be purchased. If the retry is successful it will create an “Invoice”. A successful email notification will then be sent to the nominated email address.

  • If an order is placed through BC and the product is non-existent in Xero, an email will contain a retry button/link that you can use once you have added the product to Xero with stock available to be purchased. If the retry is successful it will create the order as an “Invoice”. A successful email notification will then be sent to the nominated email address.

System Specifications

  • Single currency per website
  • Orders Adjustments made in the Business Catalyst Admin Panel will not be pushed to Accounting Package due to the lack of an API End Point in BC for changes being made
  • Limit of 3 websites to one single Accounting Package due to a daily API limit by Xero
  • Orders with products not in Accounting Package will not be synced. Error notification email with re-try link will be sent
  • Maximum of 500 line items per order
  • Approx. 150 Invoices per day can be synchronised due to a Xero imposed daily data transaction limit
  • The chosen address during setup (Billing or Shipping) is mandatory and used for tax calculations
  • WebForm payments can be accomodated through this integration. Please note you will need to add the dynamically created Product by BC into Xero before the orders will sync.

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17 Jul 2017 - Version 3.9.1

Dynamic order amount currency.

19 May 2017 - Version 3.8.0
  • Added Order Type field
08 May 2017 - Version 3.7.0
  • Updates for 3.7.0 and Bug Fixes
24 Apr 2017 - Version 3.6.0

Re-added Delete and Unsubscribe buttons. Removed Subscription tab.

20 Apr 2017 - Version 3.5.0

Changes to warning message.

19 Apr 2017 - Version 3.4.0

License (Admin App)
By purchasing resource (“app,” “plugin,” “service,” “download,” “item,” or “file”) you are being granted a license to use these files for specific uses under certain conditions. Ownership remains with BC App Store (Solid Sky LLC) and the respective copyright holders, and you are required to abide by the following licensing terms.

Rights
You have rights for royalty free use of our resources for a single Business Catalyst website project. You may modify the resources according to your requirements and use them royalty free in a single personal or commercial Business Catalyst project. For example, you may include this resource in a website build for a client as long as you purchased and installed the app on that client’s Business Catalyst site. You are not required to attribute or link to BC App Store in this project.

We reserve the rights to change prices and revise the resources usage policy at anytime.

Prohibitions
You do not have the rights to redistribute, resell, lease, sub-license or offer the resources to any third party. You also may not transfer the resources from one Business Catalyst site to another without obtaining a new and separate license for that site.

UNDER NO CIRCUMSTANCES SHALL BC App Store (Solid Sky LLC) BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, INCLUDING, BUT NOT LIMITED TO, LOSS OF DATA OR PROFIT, ARISING OUT OF THE USE, OR THE INABILITY TO USE, THE MATERIALS ON THE SITE, EVEN IF BC App Store (Solid Sky LLC) Team OR AN AUTHORIZED REPRESENTATIVE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IF YOUR USE OF MATERIALS FROM THIS SITE RESULTS IN THE NEED FOR SERVICES, REPAIR OR CORRECTION OF EQUIPMENT OR DATA, YOU ASSUME ANY COSTS THEREOF.

Privacy Policy
BC App Store respects each individual’s right to personal privacy. We collect and use your personal information (name, e-mail) only to track sales, resource licenses, visits to our website, and to send periodic e-mails with important updates. We will absolutely not transfer users’ information to another company.

The app is compatible with the following Business Catalyst Hosting Plans:

  • Gold
  • Platinum
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