Xero Upsert

The "Xero Upsert" allows you to update or create records in your Xero account for various record types.

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Info:
Before using the "Xero Upsert", ensure that you have configured your Xero organization. Please refer to the Xero page for more information.

Below, you'll find a list of all possible correspondingRecordType options and examples of how to perform an upsert operation.

invoice
item
bill
contact
purchaseOrder
payment
creditNote
trackingOption
trackingCategory
payrollEmployee
payrollTimesheet
manualJournal

1. Upsert Invoice

Upsert an invoice.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "invoice",
        xeroEntryData: data,
    });

2. Upsert Item

Upsert an item.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "item",
        xeroEntryData: data,
    });

3. Upsert Bill

Upsert a bill.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "bill",
        xeroEntryData: data,
    });

4. Upsert Contact

Upsert a contact.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "contact",
        xeroEntryData: data,
    });

5. Upsert Purchase Order

Upsert a purchase order.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "purchaseOrder",
        xeroEntryData: data,
    });

6. Upsert Payment

Upsert a payment.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "payment",
        xeroEntryData: data,
    });

7. Upsert Credit Note

Upsert a credit note.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "creditNote",
        xeroEntryData: data,
    });

8. Upsert Tracking Option

Upsert a tracking option.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "trackingOption",
        xeroEntryData: data,
    });

9. Upsert Tracking Category

Upsert a tracking category.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "trackingCategory",
        xeroEntryData: data,
    });

10. Upsert Payroll Employee

Upsert a payroll employee.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "payrollEmployee",
        xeroEntryData: data,
    });

11. Upsert Payroll Timesheet

Upsert a payroll timesheet.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "payrollTimesheet",
        xeroEntryData: data,
    });

12. Upsert Manual Journal

Upsert a manual journal.

const tenantId = (await C.getCompanySettings()).xeroOrganisation.xeroId;
    if (!tenantId) {
        throw "Default xero organisation is not set in company settings";
    }
const xeroClient = await C.xeroUpsert({
        recordId: 591600,
        entryId: 698937,
        xeroTenantId: tenantId,
        correspondingRecordType: "manualJournal",
        xeroEntryData: data,
    });

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If you require assistance or encounter any issues, please don't hesitate to contact us for further support.