Uploading Invoices From Billing

Connection driver - Xero Invoice Upload

This connection pushes invoices from an INV_CREATE event in billing and transforms it into an invoice for the client within their Xero.

Xero authorisation is the same as every other connection.

.wms field	Xero field	Notes
ACCREC	Type	hardcoded
ExternalTenantCode	Contact/ContactID	This is a GUID that can be found in the URL when the contact is accessed.
InvoiceNumber	InvoiceNumber
InvoiceDate	Date
InvoiceDate + SettingValue	DueDate	controlled by Xero.InvoiceDueDateDays Defaults to 7 days
Authorised	Status	hardcoded
concatenation of "Warehouse:" then warehouse code	Reference
ChargeCode	LineItems/Description
ChargeQuantity	LineItems/Quantity
ChargeAmount	LineItems/UnitAmount
ExternalChargeCode OR XeroAccountCode	LineItems/AccountCode	If Xero.AccountCode, will use this value, otherwise sourced from the ExternalChargeCode.
Taken from setting if set	LineItems/Tracking/Name	Xero.TrackingCategoryName defines this. If not set, will not create the tracking element.
Taken from a map	LineItems/Tracking/Option	Defined by a JOSN Map of “key”:”Value”. The key is defined in Xero.TrackingCategoryKey, the map is defined in Xero.TrackingCategoryMap.

The following can be used to change the behaviour.

Setting name	Value	Notes
Xero.IgnoreBlankCustomerInvoiceUpload	Yes/No Default - No	If ExternalTenantCode has not been set, it will ignore the payload. This can prevent unnecessary errors.
Xero.AccountCode	String Default - NULL	Overrides ChargeExternalCode to make all lines use the same account code.
Xero.TrackingCategoryName	String Default - NULL	Used to add a Tracking element to the line.
Xero.TrackingCategoryKey	String Default - WarehouseCode	Used as the Key in the JSON for Xero.TrackingCategoryMap to map Options.
Xero.TrackingCategoryMap	JSON Default - empty	Maps with the key in Tracking Category Key to a Tracking Option.
Xero.InvoiceDueDateDays	Integer Default - 7	Number of days from Invoice Date to set the Payment Due Date.