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Table of Contents

Overview

Prerequisites

Xero web app

ResPax Financial integration

ResPax Organisations contacts

ResPax Tour products

Financial Exporting

Overview

The ResPax-to-Xero integration provides the ability to directly export payment details from ResPax to Xero, including configuring an account, mapping fields, scheduling timing and reviewing logs.

Prerequisites

  • ResPax Operator must have a valid Xero Organisation Account.

  • ResPax Operator must be able to authenticate with a Xero user that has permissions in their Xero Account to add a web-app via the Xero Developer Tools Module. This requires the Xero “Advisor” role.

  • ResPax Operator must request from Support Team (support@respax.com) to enable the Xero tabs in the web application. By default the Xero tab is not enabled in Financials, Organisations and Tours

Xero web app Instructions

Connect to Xero in your web browser : https://developer.xero.com/

  1. Login with credentials that have access to make changes to the Xero Account configuration

  1. Click on the My Apps tab, and click the New app button, or the Xero Wizard may suggest a New app.

  1. Set the App name as : ResPax
    Select Web App
    Set the Application URL : https://app.respax.com/admin/[hostid]
    eg https://app.respax.com/admin/demo
    Set the Redirect URI : https://app.respax.com/api/common/oauth/provision/callback
    Read and agree to the T&C
    Click on the Create app button

  1. Click on the Configuration menu item on the left

  1. Click on Generate a secret

6. Copy and paste both the Client id and the Client secret 1 somewhere safe for future use in ResPax
IMPORTANT - Do not leave this page until you have copied the secret, as it cannot be seen or copied again.
(ResPax recommend the use of a secure Password Keeper. There are many web apps for this)
You may logout of Xero and follow the next steps called ResPax Instructions from step 1.

  1. If you lose the client secret, then you must generate a new one and save it somewhere safe!


8. The integration into ResPax will need to be re-connected, (don’t worry, no data is ever lost) see below.
9. Delete the first secret that you no longer have the password for.
Click on the trash bin of secret 1

  1. Confirm the Deletion


ResPax Financial Integration

Step-by-step guide to connecting ResPax to the Xero API for exporting Payments

Connect to Xero (Quick Ref : (Navigation: Tools / Financials )

  1. Email support@respax.com requesting to “Enable the Xero Feature Flag” for Financials, Organisations and Tours. This is so ResPax staff can configure Xero as your default Financial Archive and Integration Partner.
    (Currently Xero, MYOB, SAP, and Attaché are supported)
    Once your access is enabled, the related Xero tabs will become enabled in each relevant page

  2. From the main menu, click Tools

  3. Click the Financials menu

  4. Select the Financial Settings tab

  1. Enter the credentials (client id and client secret) you previously generated in Step 6 of the Xero Configuration screen into the fields below.
    Select Save.

  1. Click on Connect

  2. This launches the Xero Integration App.
    Select an Organisation from your dropdown list.
    (ResPax supports only one Xero Organisation to connect to)
    Select Allow access

  3. The callback URL will load and this will return you to the ResPax Financials page.
    The currently logged in user will now be listed as the Linked Account.

  4. Select a Xero Organisation from the dropdown list.
    Select Save.

ResPax Organisation contacts

Waiting on the bug with Editing organisations before I can screenshot

ResPax Tour products

  1. From the main menu, click Tours

  2. Click Tour Maintenance

  3. Click the edit button on an existing Tour

  1. Click the Advanced tab

  2. Start typing the Xero product code and the list will search and filter.
    The search starts after the first 2 characters/numbers are entered, and searches by code only, not Name.
    The search is case sensitive so must match exactly what the Xero product codes are.
    Select the matching product code for the ResPax Tour you are updating.
    Click on the Add button

  3. The successfully mapped Xero Product will be listed below the Search area

  4. FYI - The Product Codes used for ResPax Tours are configured in Xero Products and services

Prerequisite
To use any white or blue content fields in an SMS, all recipients must be added using Search By
Only templates or messages with no content fields can have recipients added manually or via the +Add button.

If the template or one-off SMS uses content fields but there is no booking identified, then this error below is displayed when the user selects Send.

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