Installation
To install RIO Finance and connect to Xero, you will need to complete some initial setup steps:
- Xero Setup
- Salesforce Setup
Xero Setup
Xero Requirements:
- Starter license or above
Private
To connect to a Private application, you will need to get your Xero Consumer Key, Consumer Secret, Private Key and Certificate Expiry Date.
- Login to https://developer.xero.com/myapps/
- Create or select the Private App you want to connect to
- If you’re creating a new Private App, you will need to generate a Public/Private key pair. Xero has detailed steps and a quick walkthrough video to help you with this.
- The Private Key can be opened with Microsoft Word, Notepad, or a similar word processing document. You will need this during the Salesforce Setup.
- Note: Copy the section between the ——-BEGIN RSA PRIVATE KEY ——– and the ——-END RSA PRIVATE KEY———, and remove the spaces so everything is on one line. This will let you copy and paste it into our configuration page later.
- Take note of the Consumer Key, Consumer Secret and Certificate Expiry Date, you will need these during the Salesforce Setup.
Salesforce Setup
For your Salesforce instance you need to:
- Contact support@wdcigroup.net for our RIO Finance – Xero package.
- Modify the following page layouts:
- In your Salesforce instance, go to Setup | Object Manager | <object> | Page Layouts | <object> Layout
- You can either use our preset RIO Finance page layouts, or edit your own.
- If you’re editing your own, add the following Fields and Buttons:
- Account
- Fields
- Primary Billing Contact
- Contact URL
- External ID
- Sync Error
- Buttons
- Sync Account
- Fields
- Opportunity
- Fields
- Accounting Service
- Sale Type
- Is Tax Inclusive
- Xero Reference
- Xero Invoice Number
- Bill To Contact
- Bill To Account
- Total Amount Paid
- Paid Status
- Auto Sync Invoice
- Email Invoice To Contact
- External ID
- Xero Sync Error
- Invoice Link
- Due Date
- Buttons
- Sync Opportunity
- Sync Payment
- Fields
- Product
- Fields
- Account Code
- Tax Code
- External ID
- Price Includes Tax
- Fields
- Opportunity Product
- Fields
- Account Code
- Tax Code
- Fields
- Account
- We suggest creating a section called “RIO Finance Information” and adding all the custom fields to that section
- Move on to the Connection Setup
Important: The sync will not work properly until these page layouts have been setup.