Creating Xero Invoice with Tracking

How To
1

Hey all,

Happy New Year to you all,

New year, new challenges :slight_smile:

I’m trying to create an invoice in Xero and add a tracking option to the lines. I wondered if any one can help here. I’ve created a Loom to try and explain.

Any tips welcomed

Cheers

1 Like
2

Hi @Jason_Jakarta
try to create one line item manually and check if it works for you with the tracking that you want !! , make sure you are using the right ID and mapping is right .

Thank you !!

3 Likes
3

Hey @Jason_Jakarta ,

Looking at the API reference it might be that your JSON isn’t fully correct. This is what it’s expecting:

"Tracking": [
            {
              "TrackingCategoryID": "e2f2f732-e92a-4f3a9c4d-ee4da0182a13",
              "Name": "Activity/Workstream",
              "Option": "Onsite consultancy"
            }
          ]

With the following requirements:

Screenshot 2024-01-02 at 10.58.10
Screenshot 2024-01-02 at 10.58.10832×238 15.7 KB

Does this help you create the correct JSON?

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4

Hey Bjorn,

Thanks, that was the issue. I was confused as to why it needed the CategoryID and Name and so I was using category id only. I recreated the module and all worked OK.

This was the JSON I used to create the data structure if anyone else needs it:

{
          "ItemCode": "12",
          "Description": "Onsite project management ",
          "Quantity": "1.0000",
          "UnitAmount": "1800.00",
          "TaxType": "OUTPUT",
          "TaxAmount": "225.00",
          "LineAmount": "1800.00",
          "AccountCode": "200",
"Tracking": [
            {
              "TrackingCategoryID": "e2f2f732-e92a-4f3a9c4d-ee4da0182a13",
              "Name": "Activity/Workstream",
              "Option": "Onsite consultancy"
            }
          ]
}
3 Likes
5

Thanks for you help, it was the JSON structure that was the problem.

Apricate your input👍🏻

4 Likes