Update Xero Connection - V3

In order for the MiMembership to Xero connection (app) to be certified by Xero all current MiMembership uncertified connections are to be moved to the new app (V3). 

What this means for you: when Xero have finished the certification process the connection with MiMembership will become certified. Xero currently only allows 2 uncertified apps to be connected at a time and the Version 3 Authentication with MiClub will give you space in Xero to connect another uncertified app.

The Process

1. MiClub Staff will contact you to arrange a day / time for the changeover.
2. On the day of changeover the settings in your MiMembership database will be updated by MiClub Staff.
   • Once the settings in MiMembership have been updated, you will no longer be able to send journals from MiMembership, when trying to do so you will get an "unauthorized" error. 
3. Disconnect the uncertified MiMembership apps. You will require a Xero administrator to log into your Xero account.
   1. Navigate to Settings and then to the Connected Apps
   2. From the Connected Apps screen DISCONNECT any apps that are MiMembership related.

4. Log back into MiMembership and try the GL Integration - you will get a "not authorised" message

Connect to Xero

From there, each user who has permissions to send the financial Journals from MiMembership to Xero is required to complete these steps:

1. In MiMembership navigate to Configuration -> Integration -> Integration Settings.
2. Click on the General Ledger hyperlink
3. In General Ledger select the Authorize Xero button
4. Log in to Xero 
   • Note: if you return an error webpage check your email for a confirmation from Xero; confirm and continue to log in to Xero
5. Select the Allow access button
6. Select an organisation from the drop-down menu and then select Connect, you will be redirected back to the MiMembership GL Integration page (with buttons that allow you to revoke the access - no action required).
7. Test the Xero connection:
   1. Navigate to Configuration -> Financials -> Chart of Accounts -> GL Code
   2. Click the Retrieve GL Codes from Xero button
   3. Click the Get GL Codes button. This will query Xero for GL codes in the system.

Note:  In some circumstances, updating the app may cause some empty (older) journals to appear on your General Ledger Integration page - these can simply be selected and Recorded as added manually with no affect on your general ledger