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eileenmcnaughton / nz.co.fuzion.civixero

Synchronisation between CiviCRM & Xero
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Query re: Xero tracking categories #10

Open Upperholme opened 9 years ago

Upperholme commented 9 years ago

Xero allows the user to set up two sets of tracking categories. I'd like to be able to have these in CiviCRM as custom fields linked to contribution records, and have the CiviXero extension synch these along with everything else. I'm guessing it won't do this out of the box. Assuming not,

  1. Is there any scope in requesting this as a new feature, and if not
  2. What would need to be done to enable the extension to support this? Many thanks for making this available by the way, with great documentation as well - impressive.
eileenmcnaughton commented 9 years ago

So far I've gone down the path of adding anything like this in a custom extension - there are hooks to alter the invoice before it is pushed to Xero.

In terms of adding it - aside from time constraints - I guess the question is - is it suitably generic? ie. I have in the past set it based on the custom field from events - but I'm guessing you want it off contributions? I guess contributions is fairly generic - but I feel like as soon as that is there someone would want the membership custom field :-)

Upperholme commented 9 years ago

Hi Eileen Whilst I take your point entirely, I would say that as the two tracking categories appear to be part of what I might call Xero core, it would seem reasonable that they are supported by the CiviXero extension. And having established that, the obvious place for them to be supported would be via two custom fields linked to contributions, enabling the user org to tag their contributions either as they are logged within Civi are as they come into Xero, for example via a bank feed, and have your extension work its magic by synching the categorisation. Of course I would say that, cos that's what I want to have happen, but at the same time it also feels like sensible default behaviour, (unlike having the categorisation tied to events or memberships). :-)

eileenmcnaughton commented 9 years ago

hmm - I can see a case for this - or for doing it as an add-one extension - but that doesn't resolve the time constraint issue :-)

T4CDE commented 8 months ago

I have just had a request for tracking categories to be added to transactions coming from Civicrm using this extension. Has any more thought been given to adding this capability to the extension? Thanks.

mattwire commented 8 months ago

I have just had a request for tracking categories to be added to transactions coming from Civicrm using this extension. Has any more thought been given to adding this capability to the extension? Thanks.

@T4CDE Yes, I'm doing this. But I've got a problem with one client at the moment where the API doesn't actually seem to be doing what it says it should. You'll find the relevant APIs in this fork: https://github.com/mjwconsult/nz.co.fuzion.civixero/tree/mjw specifically https://github.com/mjwconsult/nz.co.fuzion.civixero/commit/feec47572a3e78376a986454f981389f9b5fcef2 and https://github.com/mjwconsult/nz.co.fuzion.civixero/commit/fec1d9334aa660da724bf142a8481075e2b799cf