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customer_portal:guides:xero_integration [2017/10/10 06:02] darren created		customer_portal:guides:xero_integration [2023/09/20 00:43] (current)
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	====== Xero API Integration Procedure ======		====== Xero API Integration Procedure ======

-	If the Internet Service Provider __IS__ Optus, Telstra, iiNet or Internode:\\	+	Log into Xero App center by going to https://app.xero.com/\\
-	* Incoming Server (POP3) Port: 15110\\	+
-	* Outgoing Server (SMTP) Port: 15925\\	+

-	If the Internet Service Provider __IS NOT__ Optus, Telstra, iiNet or Internode:\\	+	{{ :customer_portal:guides:1_myapps.png?nolink&600 \|}}
-	* Incoming Server (POP3) Port: 110\\	+
-	* Outgoing Server (SMTP) Port: 25\\	+

-	IMPORTANT: ensure the “outgoing server (smtp) requires authentication” box is ticked & that “use same settings as my incoming mail server” is selected.	+	Select "My Apps" and then "Add Application"\\

-	====Outlook Express====	+	{{ :customer_portal:guides:2_addapp.png?nolink&600 \|}}
-	- Open Tools drop-down menu\\	+
-	- Select Accounts... from drop-down menu\\	+
-	- Select Mail tab\\	+
-	- Select your email account and click Properties\\	+
-	- Open Servers tab\\	+
-	- Make sure the Log on using Secure Password Authentication is __NOT__ ticked\\	+
-	- Make sure the My server requires authentication __IS__ ticked (under Outgoing Mail Server)\\	+
-	- Open Settings... (next to My server requires authentication)\\	+
-	- Make sure Use same settings as my incoming mail server is selected\\	+
-	- Click OK (to close Outgoing Mail Server settings)\\	+
-	- Select Advanced tab\\	+
-	- Make sure both the This server requires an encrypted connection (SSL) tick-boxes are __NOT__ ticked\\	+
-	- Click OK (it will apply the changes and close the Account Properties window)	+

-	====Outlook 2007====	+	Application Settings:\\
-	- Open Tools drop-down menu	+	Type: Private\\
-	- Select E-mail Accounts... from drop-down menu	+	Name: ImagatecAPI\\
-	- Select View or change existing e-mail accounts and click Next >	+	Company Profile selection: Select the appropriate business.\\
-	- Select your email account and click Change...	+	X509 Public Key Certificate: Paste In (contact us for the certificate details)\\
-	- Make sure the Log on using Secure Password Authentication (SPA) is __NOT__ ticked	+	Enable Payroll: Ticked\\
-	- Open More Settings ...	+	T&C: Ticked\\
-	- Select Outgoing Server tab	+
-	- Make sure the My outgoing server (SMTP) requires authentication __IS__ ticked, and Use same settings as my incoming mail server is selected\\	+
-	- Select Advanced tab	+
-	- Make sure both the This server requires an encrypted connection (SSL) tick-boxes are __NOT__ ticked	+
-	- Click OK (to close More Settings ... window)	+
-	- Click Next > and then click Finish (to close the E-mail Accounts window)	+

		+	{{ :customer_portal:guides:3_settings.png?nolink&600 \|}}

-	====Outlook 2013====	+	Select Save\\
-	- When you first open Outlook, it will provide a "Welcome to Outlook 2013" message, click the Next button.	+
-	- The next screen will ask "Do you want to set up Outlook to connect to an email account?" choose Yes and click the Next button.	+
-	- On the Auto Account Setup menu, select the option for Manual setup or additional server types, then click Next.	+
-	- On the Choose Service menu, click the POP or IMAP option then click the Next button.	+
-	- You will then see the POP and IMAP Account Settings menu, fill in the fields.	+
-	- Enter the following settings:	+
-	- Your Name: Name of store	+
-	- Email Address: Store email address	+
-	- Account Type: POP3	+
-	- Incoming mail server: as provided by Imagatec	+
-	- Outgoing mail server (SMTP): as provided by Imagatec	+
-	- User Name: as provided by Imagatec	+
-	- Password: as provided by Imagatec	+
-	- Remember password: Yes	+
-	- Require logon using Secure Password Authentication: No	+
-	- Click the More Settings button.	+
-	- Click the Outgoing Server tab.	+
-	- Select "My outgoing server (SMTP) requires authentication".	+
-	- Select "Use same settings as my incoming mail server".	+
-	- Click the Advanced tab.	+
-	- Enter the following settings:	+
-	- Incoming Server (POP3): 15110	+
-	- This server requires an encrypted connection (SSL): No	+
-	- Outgoing Server (SMTP): 15925	+
-	- Use the following type of encrypted connection: None	+
-	- Server Timeout: 3 minutes	+
-	- Delivery	+
-	- Select Leave a copy of message on the server	+
-	- Select options to remove from server and set this to 3 days	+
-	- Click the OK button.	+
-	- Click the Next button, Outlook will test the account settings.	+
-	- You will see two tests:	+
-	- When they are complete, click the Close button.	+
-	- You will now see a message stating everything is set/complete/ready, click the Finish button.	+

		+
		+	Select Show on Consumer Key and Consumer Secret then copy the text and enter into the relevant Site fields in the Warehouse.\\
		+
		+	{{ :customer_portal:guides:4_show_keys.png?nolink&600 \|}}
		+	{{ :customer_portal:guides:5_xeroapidetails.png?nolink&600 \|}}

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