How to Manually Sync or Resync Erply Documents to Xero
eXconnect enables manual sync of documents from erply berlin back-office.
Enable Backoffice sync plugin
Part A: Activating the Manual Sync Plugin in Erply
- Login to your Erply Backoffice account.
- Navigate to Settings from the main menu.
- Click on Configuration.
- On the Configuration page, locate and click on Plugins.
- You will then need to paste the provided JavaScript code into the appropriate area on the Plugins page to activate the manual sync plugin.
// ---------------------------------------------------------
// exConnect Manual Sync - Webtize- 12th Jan 2021
// ---------------------------------------------------------
$(document).ready(function () {
var script_exconnect = document.createElement("script");
});
//-----------------------------------------------------------
Part B: Manually Syncing a Specific Sales Invoice or Purchase Document to Xero
Once the manual sync plugin is active and you need to sync or update a specific sales invoice or purchase document:
- Open the Document in Erply: Navigate to the specific sales invoice or purchase document in your Erply backoffice that you want to sync to Xero.
- Access the Extended Menu:
- Click the button with three dots (⋮), often indicating "more options."
- Alternatively, you can press the F4 key on your keyboard.
- Select "Sync to Xero": From the menu that appears, click on the option labeled "Sync to Xero".
- Review Sync Information: A popup window will appear. This window will display information about the document from both Erply and its current status/data in Xero.
- Trigger the Sync/Update:
- If the document already exists in Xero, the button in the popup will be labeled "Update [Document Type]" (e.g., "Update Invoice," "Update" for purchase documents - please confirm if the button label dynamically changes for purchase documents or remains generic).
- If the document does not yet exist in Xero, the button will be labeled "Create New". Clicking this will send the document from Erply to Xero for the first time.
- Confirmation: After clicking the relevant button, you should see a confirmation message: "Updated Successfully." The popup may then close.
- Verify the Sync:
- Using the "Sync to Xero" feature: The primary way to verify the update is to click the "Sync to Xero" option (from step 3) for the same document again. The popup will then display the latest details from both Erply and Xero, allowing you to compare and confirm that the Xero information now matches the updated Erply information.
- Optional - Direct Xero Check: For added peace of mind, you can also log into your Xero account, locate the specific document (by its number), and manually review its details.
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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