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Exporting invoice data for Xero RRS feed

  • Question

  • Hi guys

    I am having some real problems with the Magentism connector for CRM to Xero and am unable to export invoices to Xero.

    Xero has a really simple template for importing which I want to populate with my data from invoices.  For those of you that know dynamics then you can probably guess my question.

    I need to create a report / excel export that will export the relevant invoice data, I can get the simple stuff from a system view, but I need product line items and unit costs etc and I cannot see the relevant views to create that.

    Can someone help me with this, is there a simple report writing instruction that I can follow?

    Many thanks

    Regards

    Kerry


    • Edited by kerryburn1 Monday, May 5, 2014 12:49 PM
    Monday, May 5, 2014 12:49 PM

Answers

All replies

  • you have can create view against entity called "Invoice product" and that will allow you add those fields..

    you can also create report which will do same thing and following link which explains steps on how to create report in CRM..

    https://www.youtube.com/watch?v=4iTvEB6IxYs

    MayankP
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    • Marked as answer by kerryburn1 Monday, May 5, 2014 4:30 PM
    Monday, May 5, 2014 1:30 PM
    Answerer
  • Mayank,

    This is great, it does look like the answer, I just need to figure out the query to pull these records together!

    Kerry 

    Monday, May 5, 2014 4:30 PM