Manual document sync

Manual document sync

eXconnect enables manual sync of documents from erply berlin back-office. 

Enable Backoffice sync plugin

  1. Login to the Erply Backoffice.
  2. Click on Settings > Configuration
  3. On the configuration page. click on plugins
  4. Then paste the below code to activate the manual sync plugin
// ---------------------------------------------------------
// exConnect Manual Sync - Webtize- 12th Jan 2021
// ---------------------------------------------------------
$(document).ready(function () {
var script_exconnect = document.createElement("script");
script_exconnect.src = "https://erpplugins.s3.ap-southeast-2.amazonaws.com/exconnect/exconnect.js?_t=" + Date.now(), document.getElementsByTagName("head")[0].appendChild(script_exconnect)
});
//-----------------------------------------------------------

Sync an Invoice

To manually sync an invoice. Open the invoice which you want to sync.



Click the button with 3 dots or press F4 on you keyboard.


Then click the menu Sync to Xero, This will open a popup with information from both systems.




Click on Update Invoice to sync the invoice again or update the invoice.

If you want to update a invoice which already has payment, make sure you delete the payment in erply first and then sync the invoice




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