I am trying to transfer invoice out of our Knowify system through Zapier to import them into Xero so we can send out invoices. I have all of our data correctly importing into Xero except for the invoice numbers. Xero keeps giving its own invoice numbers instead of taking the invoice numbers from Knowify. Below is the data in and out, is there anything I can do to make Xero accept the invoice numbers from Knowify?
Data In:
Data Out:
Best answer by Mfreeman
Thank you for that. Now it shows up on the test correctly but when you look at the invoice in Xero it still creates its own invoice. Xero might have an issue with that then I guess? I appreciate your help with this.
+14Hi
For us to have more context, post screenshots with how your Xero Zap step is configured in EDIT mode so we can see the field types and field descriptions which may be found by clicking on the field label.
+14We would need to see screenshots with how your Zap step 4 is configured in EDIT mode for the “Configure” section.
+14Clarify which Xero field you are trying to use to set the Invoice Number from Knowify. (screenshot)
+14From the Xero API endpoint documentation for Invoices: https://developer.xero.com/documentation/api/accounting/invoices/#post-invoices
I am using InvoiceNumber. I believe I missed adding it in last post sorry about that.
+14Try using the existing field: Number
Click the field label to see a tooltip.
Thank you for that. Now it shows up on the test correctly but when you look at the invoice in Xero it still creates its own invoice. Xero might have an issue with that then I guess? I appreciate your help with this.
+14You can try adding this Zap action: Xero - Update Sales Invoice
There is a field: Invoice Number
Check your Xero settings.
You can try reaching out to Xero Support for help understanding how their app handles Invoice Numbers.
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