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Topic starter
I've previously set up a straightforward automation connecting AirTable (watch record) to generate a sales invoice in Xero.
I now need to replicate this automation for a different company. I've updated the token in AirTable and linked my other Xero account, but I'm encountering an issue where the Contact ID in the Xero module isn't functioning correctly.
I've spent the last 1.5 hours searching the forum, consulting the AI help bot, and following the instructions in the provided screenshots. I've attempted to drag the AirTable fields 'ID' and 'Vendor full name' into the relevant section.
I also added a new field to my AirTable named 'Invoice to', which is ultimately the field I'd prefer to use, but I would be satisfied if the scenario would simply run with the current setup.
Posted : 11/06/2024 12:30 pm
Hi! Welcome to the callin.io Community!
What action are you trying to perform with Xero? Since there's a Record ID in the input, it appears you're using "Update" rather than Create.
Anyway, the "Contact ID" is a unique identifier used within Xero to pinpoint the record you wish to update. Therefore, it cannot be "vendor full name".
If you intend to update a record (instead of always creating one), you must first search for the record (using the vendor name, contact email, or any field that can help locate the relevant record), and then map the identified Record ID into the "Record ID" field.
In the event that I haven't been clear, or if I've misunderstood your request, could you please provide a screenshot of the entire scenario and clarify whether you aim to create, update, or perform both actions?
Thank you,
Benjamin
Posted : 11/06/2024 7:05 pm
Topic starter
Apologies if my explanation wasn't clear. My goal is to generate an invoice within Xero. Since the contact isn't already in Xero, it would need to be created first.
What should I enter into this field for it to function correctly?
Posted : 11/06/2024 11:25 pm
Hello,
Apologies, I missed your reply. If this is still an open question:
To create a new contact, you'll need to include a Xero/Create a Contact step before the Create an Invoice step. Then, map the contactID to the appropriate field within the Create an Invoice action. The Xero API does not permit creating a contact directly via the Invoice endpoints.
Benjamin
Posted : 23/06/2024 9:04 am