Xero Contacts for Calculated Fields Form
Compatible with CFF: Professional Developer Platinum
The Xero Contacts plugin allows you to add or update Xero Contacts with the information collected by the forms generated with the Calculated Fields Form plugin.
Xero is a cloud-based accounting software platform for small- and medium-sized businesses. Its features include automatic bank feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, bank reconciliations, and standard business and management reporting.
The Xero Contacts plugin allows you to add or update Xero Contacts with the information collected by the forms generated with the Calculated Fields Form plugin.
"Xero Contacts for Calculated Fields Form" installation is similar to other plugins in WordPress. It requires downloading the zip file with the plugin's code to your computer (visiting the download link provided after purchasing) and following the steps below:
- Go to the Plugins section on your WordPress.
- Press the "Add New" button at the top of the section.
- Press the "Upload Plugin" button, and then select the zipped file downloaded previously.
- Finally, install and activate the plugin.
The plugin adds the "Calculated Fields Form > Xero Contacts" menu option and a new section in the forms' settings. The new page allows you to register the plugin and enter the Xero "Client ID" and "Client Secret" data. And the new section in the form settings allows you to define the relationship between the Xero Contacts attributes and form fields.
To register the plugin, go to the menu option: "Calculated Fields Form > Xero Contacts", enter the email address used to purchase the plugin, and then press the "Register" button.
To register the Xero app, enter the Xero "Client ID" and "Client Secret", and finally, press the "Generate Token" button. The action directs you to Xero for accepting the integration between your website and Xero.
To create the Xero app:
- Login to Xero developer portal and click "New app"
- Enter your app name, select the Web app option, company url, privacy policy url, and redirect URI:
https://www.yourwordpresswebsite.com/wp-admin/admin.php?page=cff-xero-submenu&cff-xero-action=token
- Agree to the terms and conditions and click "Create App"
- Click on the Configuration menu option in the sidebar, and then click on the "Generate a secret" button.
- Copy and save your client id and client secret for use later.
- Click the "Save" button. Your secret is now hidden.
The plugin includes a new section in the forms' settings titled: "Xero Contacts Integration" to configure the relationship between the Xero Contacts attributes and the form's fields.
The settings area includes the attributes:
- Enable Xero Contacts?: Allows enabling/disabling the Form-Xero integration.
- Create contacts after payment confirmation: the checkbox allows you to configure the form to add Xero Contacts immediately after form submission or after receiving payment confirmation. Applies only for forms integrated with a payment gateway.
- If there is a Xero contact with the same "Full name of contact/organisation".
- List of Xero Contacts attributes and input boxes for entering the fields' names (fieldname#) or values directly.
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