Xero Quote

Type: Custom ActionAuthor: Sam Ainsworth

Within the Xero Quote action, the following functionality is available:
1. Create Quote
2. Update Quote

This document will document how to successully use them, including any enum values you may need and other information such at formatting rules.

Create Quote

When creating a quote, the following fields are required as a minimum.
- Date
- At least 1 quote item
- A quote item should include a Description, Quantity & UnitAmount as a minimum

If only the minimum amount of fields are provided, then the quote will sit in a "draft" state until it gets updated with the full information.

Create Quote Enums & Codes

• ItemCode: item codes are unique to your Xero account and can be found here
• AccountCode: account codes are unique to your Xero account and can be found here

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Update Quote

Updating quotes follow a very similar procedure to the "Create Quote" operation. The only difference between the two is that a Quote ID will be required to update a quote. Failure to provide a Quote ID may result in new quotes being created.

Update Quote Enums & Codes

• Status: DRAFT (default if not provided), SENT, ACCEPTED, DECLINED, INVOICED. For more information see here. These statuses can only be applied in specific orders, so it is recommened you review the documentation provided by Xero here.
• ItemCode: item codes are unique to your Xero account and can be found here
• AccountCode: account codes are unique to your Xero account and can be found here

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Formatting

Dates

When providing any dates for quotes, they must be in the following format: YYYY-MM-DD. Failure to provide dates in this format may lead to errors when creating quotes, or inaccurate dates being used.

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Errors

If an error occurs during any process, the response returned will be an empty string and any errors added to the automation log.

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Additional Help

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