Zynk Workflow Documentation

This task will insert or update credit notes in Xero from an XML file.

Settings

Connection

Required
The Xero connection use when running this task.

Fail File

Required The file to save failed record imports to.

Input File

Required The file containing the bank transactions to upload to Xero.

Success File

Required The file to save successful record imports to.

Prevent Reprocessing

Required Set to true to prevent the same record being processed more than once, based on the ExternalId provided in the input XML file.

Zynk Settings

See Common Task Settings

Examples

A sample input file containing is shown below. It shows the minimum amount of information required to create a credit note in Xero. More detailed information about each field can be found in our API Documentation.

    <?xml version="1.0"?>
    <ArrayOfXeroCreditNote>
      <XeroCreditNote>
        <ExternalId>5230</ExternalId>
        <Number>ABC-123</Number>
        <Type>AccountsPayable</Type>
        <Contact>
          <Name>Zynk Software</Name>
        </Contact>
        <Date>2014-07-07T00:00:00</Date>
        <LineAmountTypes>Exclusive</LineAmountTypes>
        <CurrencyCode>GBP</CurrencyCode>
        <LineItems>
          <LineItem>
            <Description>MacBook - White</Description>
            <Quantity>1.0000</Quantity>
            <UnitAmount>25.00</UnitAmount>
            <AccountCode>720</AccountCode>
            <Tracking />
          </LineItem>
        </LineItems>
      </XeroCreditNote>
    </ArrayOfXeroCreditNote>


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