fmAccounting Link (MYOB AccountRight Edition) and AccountRight 2018.1.1

We’ve been testing fmAccounting Link (MYOB AccountRight Edition) with AccountRight 2018.1.1 that was released this week and have not found any issues in our testing so far. We’ve been able to download data from AccountRight and upload data to AccountRight successfully so we don’t anticipate any issues with AccountRight 2018.1.1, but please let us know if you encounter any issues when working with AccountRight 2018.1.1.

MYOB have also recently added a new beta API endpoint for Quotes that will allow you to read, create, update and delete sales quotes via the API. This will work in a similar way to Invoices and Orders, and will be available for all quote layouts including Item, Miscellaneous, Professional, Service and Time Billing. Once the Quotes API endpoint is out of beta and available to all users we will add examples for working with Quotes to the fmAccounting Link (MYOB AccountRight Edition) solution as a free update for all existing customers.

fmAccounting Link (MYOB AccountRight Edition) Updated for Bills

We’ve just released an update to fmAccounting Link (MYOB AccountRight Edition), our FileMaker solution for integrating with MYOB AccountRight in Australia and New Zealand, with examples for working with Bills in MYOB. With v1.25 of fmAccounting Link you can now use FileMaker to:

  • download Bills from AccountRight to FileMaker (either all Bills or filtered by Bill Date)
  • create Bills in FileMaker and upload them to MYOB
  • convert a Purchase Order to a Bill in FileMaker and upload the converted Bill to MYOB

This is a free update for all existing customers – you can view the full release notes on our version history page.

Eliminating Double Data Entry with eCommerce, FileMaker and Accounting Integration

Are you a small business that uses FileMaker to run your business (Contacts, Invoices, Suppliers, Leads etc) but also have an online store and use another accounting software? Do you find yourself re-entering online orders multiple times in your FileMaker CRM then once again in your accounting software?

There is a better way – we know as we once were in that situation ourselves. Over the past five years we’ve introduced a number of new systems into our business operations, including:

  • 2 online stores for our main Databuzz site as well as for our fmSMS product both running WooCommerce
  • switched from a  desktop accounting software to the Xero Cloud accounting platform

We also use the FileMaker platform internally to run our business and like many of our customers we suddenly found ourselves in the position where we had to enter a new sales order multiple times in different systems. The workflow for a new order became:

  1. receive notification via email of a new online order
  2. create a new order in our FileMaker CRM and copy/paste the customer and order details from the email
  3. logon to Xero and create a new Customer and Invoice and enter the Payment manually via copy/paste from FileMaker

The online order was being manually typed twice in FileMaker and our accounting software, leading to data entry errors and wasted time handling the same order multiple times. At Databuzz we like to “eat out own dogfood”  and most of our Products have been the result of a need to solve a problem within our own business that we suspected other businesses would also have. With the help of our fmAccounting Link (Xero Edition) solution as well as fmEcommerce Link (WooCommerce Edition) and the power of webhooks we’ve been able to completely eliminate all data entry for our online orders.

The new streamlined process looks like this:

  1. a new order is created in one of our online stores which triggers a WooCommerce webhook to push that new Order to our internal version of fmEcommerce Link (WooCommerce Edition).
  2. this calls a FileMaker script which then pushes the online order to our internal version of fmAccounting Link (Xero Edition). It checks to see if the customer already exists, otherwise it creates a new one.
  3. a staff member does a quick sanity check to make sure everything looks correct and then clicks a button to upload the new Invoice and Payment to Xero.

We’ve managed to reduce this business process from 5-10 minutes to 5-10 seconds –  this has freed up time to be spent on more productive tasks instead of mindless double data entry. Whether you’re using WooCommerce or Shopify for your online store and Xero or MYOB AccountRight/Essentials for your accounting it is possible to integrate all of these with FileMaker in the middle so that new online orders flow directly into FileMaker and then into your accounting software without any more double data entry.

If you would like to discuss integrating your FileMaker solution with your eCommerce system please contact us for a free initial consultation to discuss your requirements. We also have a number of FileMaker integration solutions available if you would prefer to do the integration in-house:

Webhooks are coming to Xero

Earlier this year Xero announced that Webhooks would be coming to the Xero API, which was exciting news for Xero developers who have been asking for webhooks support for a long time (there is a request from 2010 in the Xero API Customer Feedback site!). Webhooks allow you to subscribe to certain events that happen in Xero: the Contacts endpoint was the first to receive webhooks support and Xero have said they will quickly move to Invoices and other high-use endpoints (hopefully including Payments which our customers would love).

The events that are currently support for the Contacts endpoint are:

  1. Create: A new contact has been created
  2. Update: An existing contact has been updated (including when contacts are archived)

When one of these events are triggered the Xero API sends a HTTPS POST to the webhook’s configured URL – you can then perform the appropriate actions based on the contents of the webhook payload, such as creating a new contact or updating an existing contact in FileMaker.

Xero started a closed beta for the Contacts webhooks which Databuzz was lucky enough to be invited to join and we’ve been working on ways to implement webhooks with our fmAccounting Link (Xero Edition) solution, initially using the FileMaker PHP API. Databuzz has been working with webhooks for many years, for example adding webhooks support to our fmEcommerce Link (WooCommerce Edition) solution to allow new orders to be pushed automatically, and to fmSMS to allow incoming messages to be pushed to FileMaker without requiring users to download these manually. Adding webhooks support to our fmEcommerce Link solution was fairly straightforward – we created a PHP file that uses the FileMaker PHP API and processes the webhook payload to update the existing contact or create a new Contact as required.

We still need to polish these off but we wanted to demonstrate how you could use Contacts webhooks (and Invoices and other endpoints that are supported in the future) with our fmAccounting Link (Xero Edition) solution. If Contacts are created or updated directly in Xero and you need to make the same updates in your FileMaker solution web hooks will save you having to either re-enter these manually or downloads these from Xero via the Xero API.

Check out our video below (or on YouTube) that shows how you can use webhooks to have updates from Xero pushed automatically to fmAccounting Link (Xero Edition) (or your FileMaker solution that you have integrated this into). If you have any questions about webhooks and Xero please post them in the comments below or contact us directly.

Update November 30, 2017: webhooks for Invoices are now available.

fmAccounting Link (MYOB AccountRight Edition) Updated for Purchase Orders

An updated version of fmAccounting Link (MYOB AccountRight Edition) has just been released which now includes examples for working with Purchase Orders, which has been a popular request from our customers. fmAccounting Link shows you how you can use FileMaker to:

  • download Purchase Orders from MYOB to FileMaker (all Purchase Orders or filtered by Purchase Order Date)
  • create Purchase Orders in FileMaker and upload them to MYOB
  • update a single Purchase Order from MYOB

This is a free update for all existing customers. You can view the full release notes on our version history page.

Our next update will include examples for working with Bills in MYOB and FileMaker. We’re also planning an update that will be ‘plug-in free’ for FileMaker v16 users, allowing you to use the fmAccounting Link (MYOB AccountRight Edition) solution natively under FileMaker Pro,  FileMaker Go and FileMaker WebDirect without having to install and manage plug-ins. The FileMaker v16 platform introduced some new cURL options and JSON functions which will allow us to perform the same functions as the plug-in provides when using FileMaker v16 – earlier versions of FileMaker will still need to use the plug-in functions.

If there are other features you would like to see in the core fmAccounting Link (MYOB AccountRight Edition) file please get in touch and let us know.

fmAccounting Link (Xero Edition) and Public Application Integrations

When we released fmAccounting Link (Xero Edition) back in 2014 we developed it to be used with a Xero API Private Application – this made the most sense at the time and still does for most customers who are only concerned with connecting their custom FileMaker business app with their own Xero organisation. Private Applications are just one of the three different types of API Applications available for the Xero API:

  • Private – connected to a single Xero organisation, doesn’t require user authentication
  • Public -connect to multiple Xero organisations, requires user authentication, 30 minute access limit
  • Partner– connect to multiple Xero organisations, requires user authentication, long term access

One of the main advantages of a Private Application is that your FileMaker users do not need to have a Xero account, so you can allow them to perform specific functions (e.g. uploading Contacts, Invoices, Payments etc from FileMaker to Xero) without having to get them access to Xero itself – the Private Application handles the authentication with Xero for them. This means you don’t have to worry about giving access to confidential business information contained in Xero to all FileMaker users.

There may be times however when you wish to only allow Xero users to upload data from FileMaker to Xero – this would require the use of a Public or Partner application. Databuzz recently took part in Xero’s XD HAX Developer Challenge 2017 and we decided to use this opportunity to explore how a Public Application integration could work. We were focussed on integrating with FileMaker Cloud which runs on AWS and wanted to have a native solution that ran on all the FileMaker clients that FileMaker Cloud supports, including FileMaker Pro for Mac/Windows, FileMaker Go for the iPhone and iPad, and FileMaker WebDirect.

As FileMaker doesn’t have the native functions to perform the OAuth 1.0a authentication that a Private Application type uses we have used a FileMaker plug-in to handle the authentication with the Xero API. FileMaker plug-ins are only supported by the Mac/Windows FileMaker Pro client applications which means they cannot be used by FileMaker Go for iOS (though you can use the iOS SDK to create an iOS application based on FileMaker Go that can include the plug-in).

Using a Public Application type integration means we could remove the dependency on the plug-in as Public applications use the standard 3 legged OAuth process where a user can authorise your application – in Xero’s case this is for 30 minutes, at which point the access token expires.

For our XD HAX Developer Challenge entry we changed the authentication method to use a Public Application integration and took advantage of a number of native FileMaker features, such as using a Card Window to handle the Xero authentication window, and the new cURL and JSON functions to handle the encoding/decoding of data and uploading/download with the Xero API. Here’s a brief video demonstrating how a Public Application integration could work with our fmAccounting Link (Xero Edition) solution:

We would love to hear if this is something that you would be interested in seeing in a future version of fmAccounting Link. We love that we can provide a native solution that runs on all FileMaker clients without a plug-in but are not sure whether customers would prefer the long term access that a private application provides and the benefit of not having to use a Xero login to authenticate.

Xero User Magazine Custom Integration Article

Issue 12 of the Xero User Magazine was released today in time for Xerocon London where Xero announced they have now surpassed a quarter of a million subscribers in the UK, contributing to the more one million subscribers in over 180 countries.

We’re pleased to report that this latest issue of XU Magazine includes an article by Andrew Duncan of Databuzz on ‘The Benefits of a Custom Xero Integration’. You can find the article on page 110 of Issue 12 – you can subscribe for free to the print and digital editions here. The article discusses the benefits of a custom Xero integration, particularly when there is no add-on in the Xero App Marketplace that meets you needs. We also mention examples of integrations we’ve done for customers over the past four years that have helped them eliminate double data entry, for both FileMaker solutions and other applications.

Earlier this year we were approached by an Australian Government agency that was using three different software applications to handle online sales, point of sale merchandise and ticket sales and needed to get the consolidated data into their internal financial accounting software. Xero was used to reconcile all financial data which was uploaded by Vend each night and we developed a custom web application which ran every 24 hours to download the Invoices from Xero and generate a custom XML file which was sent to the internal financial application. This has been running smoothly for many months now and the customer is very happy about the time saved from not having to do any manual re-entry of financial data.

If you would like to discuss a custom integration with Xero please get in touch.

 

fmAccounting Link (Xero Edition) Update August 2017

We’ve been busy over the last couple of months working on some updates to fmAccounting Link (Xero Edition) that fill in some missing gaps with the examples that we include in the fmAccounting Link (Xero Edition) file. For example we’ve always had examples for downloading:

  • Chart of Accounts
  • Tax Rates

from Xero into FileMaker, but some customers have asked for the ability to create and update these from FileMaker to Xero. We’re pleased to report that our latest update – v1.932 – now includes examples for creating Account Codes and Tax Rates in FileMaker and pushing these to Xero. You would typically apply some kind of access privileges around these features so that only authorised accounts users can perform these functions, but the functionality for this is now included in the core fmAccounting Link (Xero Edition) files.

We’ve also updated the Bank Transactions endpoint examples to support creating and updating Bank Transactions (spend or receive money) in FileMaker and pushing these to Xero. This update also includes some minor bug fixes – you can view all the changes in the version history notes.

Last month Andrew Duncan from Databuzz attended #XD17 – the Xero Developer Roadshow – in Melbourne, Australia. There were some great presentations on upcoming features for the Xero API as well as some cool demos showcasing some cutting edge Amazon Web Services integrations with Xero. Xero have also announced that Webhooks are coming to the Xero API, starting with the Contacts endpoint first then followed by Invoices (the two most popular Xero API endpoints). Databuzz have been invited into the closed beta of this and we’ve started work on a PHP solution using the FileMaker PHP API that will accept the incoming Xero Webhooks notifications and trigger an update in the fmAccounting Link (Xero Edition) file. We will post an article with further details about this when Webhooks becomes publicly available.

Xero have also just announced support for JSON when uploading data to Xero via the API – they have previously only supported JSON for downloads (GET requests). Now that FileMaker Pro v16 supports JSON natively this will allow us to add native support for uploading and downloading data between FileMaker and the Xero API.

We also get a number of questions about Invoice Numbers when pushing Invoices from FileMaker to Xero, so we’ve updated our list of Frequently Asked Questions with some details about the options you can use when pushing an Invoice from FileMaker to Xero and whether to allow Xero to generate an Invoice Number to have FileMaker push the Invoice Number across to Xero to use. We’ve also updated our FAQ to include a note about FileMaker Cloud support.

The Benefits of eCommerce Integration with your FileMaker CRM

 

In Australia and other parts of the world this week marks the start of a new financial year, which is a great time to review your business processes and eliminate any inefficiencies that is costing your business time and money.

One of the most common businesses processes we see in many small- medium sized businesses is the double data entry of orders from online eCommerce systems into the FileMaker custom business application (and sometimes once more into the Accounting software). We work with many small businesses that have an online presence, selling products and services using online platforms such as WooCommerce and Shopify. Many of them are unaware they it is possible to automate the exchange of data between eCommerce systems and FileMaker using APIs (an API is an Application Programming Interface that a company makes available to other software developers to allow you to get your software – FileMaker in this case – talking to their software).

If you’re using FileMaker as your CRM (Customer relationship management) application to track your customers, sales, invoices and payments there are a number of advantages of integrating it with your eCommerce software, including:

  • no more double data entry in FileMaker. The order and customer details have already been entered by the customer in the eCommerce system – with the click of a button the order details can be downloaded to your FileMaker custom application in a few seconds
  • no more double data entry of Product details in your eCommerce system. If you’re using your FileMaker application as the central repository of product data you can push/upload data from FileMaker to your eCommerce system (including images) at the click of a button
  • less errors between your eCommerce system and your FileMaker custom application. Being able to download and upload data between your eCommerce system and your FileMaker application means there is less likelihood of data entry errors between the 2 systems
  • free up staff time for more productive work. Rather than having staff spend countless hours each week doing double data entry they can be freed up for more productive (and enjoyable) work, such as following up on sales leads, customer service, marketing etc.
  • it also allows staff to upload and download data to the eCommerce software without giving them direct access to the eCommerce software

We’ve helped customers save between 1-2 hours of time each day for staff that were previously manually entering online orders into their FileMaker application. Now they download all the orders in the morning for the previous day and the whole process takes under a minute. We’ve even helped some customers use the power of Webhooks to have new orders pushed directly to their FileMaker Server so they don’t have to download any new orders – they instantly appear seconds after being placed online.

If you would like to discuss integrating your FileMaker solution with your eCommerce system please contact us for a free initial consultation to discuss your requirements. We also have a number of products which allow you or your in-house/external FileMaker developer to do the integration yourself with the WooCommerce and Shopify eCommerce platforms:

PayPal launches PayPal Business in a Box (United States)

As part of National Small Business Week in the United States PayPal today announced PayPal Business in a Box aimed at U.S. small business owners who would like to take the leap into online sales. You might be just starting a business for the first time but you don’t have web design capabilities to develop an online store or know how to set up online or point of sale payment methods, or an established offline business looking to move online.

PayPal have partnered with two of our favourite companies WooCommerce and Xero to deliver a simple, integrated solution that gives you the tools you need to start an online business. If you’re using the FileMaker platform to run your existing business you can also take advantage of our solutions that integrate WooCommerce and Xero with FileMaker:

FileMaker, WooCommerce and Xero make a great combination when it comes to running your business – we should know as we’ve been using these platforms for many years to manage our business, online store and accounting needs. We’ll be publishing a new article shortly about the benefits of integrating FileMaker with WooCommerce and Xero and how you can save time and money and avoid unnecessary double data entry.