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Nancy
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June 7, 2020 at 9:37 am
Is there a way to change how the TAX items come over from EE to Infusionsoft? Currently the come over as an Item type “other” and if they came over as “tax” we would not have to go into EVERY order and change this. See a video here http://somup.com/cY1ioyQjNT
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Tony
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June 9, 2020 at 6:20 am
Hi there,
I checked into this and a far as I can tell, currently the only way to do it is to modify a single line in the InfusionSoft Add-on.
However, there is comment right before the line you would need to modify that shows this:
/**
* We don't want to add taxes to IS as "tax type" because if someone clicks to
* "recalculate tax" in IS, this tax item will be removed and be replaced
* with the taxes as calculated by IS. But in order for EE and IS to remain in sync
* we need to use EE's tax decisions.
* So we record these as "other" too
*/
I didn’t write any of the IS add-on code, but with the above comment it was apparently intentional not to add them in IS as a tax type.
So, just to confirm, knowing the above do you still want to set those to automatically be tax types in IS?
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Nancy
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June 9, 2020 at 7:44 am
This reply has been marked as private.
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Tony
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June 9, 2020 at 8:36 am
This reply has been marked as private.
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Nancy
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June 10, 2020 at 8:19 am
Thanks we will test this – is there also a code for how it does discounts or promo codes as that is also not being sent to IS in a way that the accounting software accepts?
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Nancy
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June 10, 2020 at 8:29 am
Here is what those discount products look like when a discount is applied inside IS
Here is what they look like when the product comes over from EE
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Nancy
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June 10, 2020 at 8:30 am
This reply has been marked as private.
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Tony
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June 11, 2020 at 7:37 am
It depends, how are you creating those in EE?
What format is expected to be used?
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Nancy
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June 11, 2020 at 8:17 am
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Tony
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June 15, 2020 at 4:12 pm
Currently the promotions/discounts come over as an Item type “product” and if they came over as “Special: Product” then IS and the accounting system would recognize that.
Ah, my apologies, I misunderstood the screenshots.
Yes, this is possible and you can do it via a filter in the add-on.
Something like this: https://gist.github.com/Pebblo/2fd4a207fd7c20cff73fdef49b09389c
You can add that to a custom functions plugin on your site, we have some documentation on doing so here:
https://eventespresso.com/wiki/create-site-specific-plugin-wordpress-site/
Again, I recommend you fully test that this works how you expect before putting it on your live site.
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