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API Integration - Jotform/Xero
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Description
Experience Level: Intermediate
Hi I am looking for someone to integrate our Jotform submissions with Xero. So that when somebody submits a form via Jotform, it automatically creates an invoice in Xero.
The invoice needs to include Xero tracking categories, depending on what products they have ordered in the Jotform. This might be possible to do by giving each product an "Item Code" in Xero, however at the moment Xero does not support automatically assigning tracking categories to products in the catalogue.
So in the attached "Xero Screenshot.png" screenshot, the columns "Cost Centre" and "Event" (these are tracking categories) cannot be added to the product in the catalogue in Xero. The only columns which can be assigned to a product are Unit Price, Account, Tax Rate and Description - see attached screenshot "Xero Item Code.png").
So what we want to do is
- Client completes the Jotform
- Products ordered on Jotform assigned an Item Code
- New invoice created in Xero using assigned Item Codes
- Item codes are assigned to products in Xero and the products include tracking categories
- Invoice saved as draft in Xero for manual approval and sending
At the moment we have to do this manually and as you can imagine, it takes a very long time.
The invoice needs to include Xero tracking categories, depending on what products they have ordered in the Jotform. This might be possible to do by giving each product an "Item Code" in Xero, however at the moment Xero does not support automatically assigning tracking categories to products in the catalogue.
So in the attached "Xero Screenshot.png" screenshot, the columns "Cost Centre" and "Event" (these are tracking categories) cannot be added to the product in the catalogue in Xero. The only columns which can be assigned to a product are Unit Price, Account, Tax Rate and Description - see attached screenshot "Xero Item Code.png").
So what we want to do is
- Client completes the Jotform
- Products ordered on Jotform assigned an Item Code
- New invoice created in Xero using assigned Item Codes
- Item codes are assigned to products in Xero and the products include tracking categories
- Invoice saved as draft in Xero for manual approval and sending
At the moment we have to do this manually and as you can imagine, it takes a very long time.
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Sarah M.
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27 Jul 2024
United Kingdom
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Are there specific tracking categories to assign based on Jotform product orders?
Can you provide details on how products are currently categorized in Xero?
Is there a preferred workflow for invoice approval and sending in Xero?
Any specific deadlines for this integration project?
1093094
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