Credit Note
Overview
Direction: Xero → Zudello
Sync Type: Incremental sync
Purpose: Historical purchase credit note data with comprehensive structure matching invoices
Credit note data flows from Xero to Zudello to provide historical purchase credit note information with the same comprehensive structure as invoices including tracking category support.
Filtering Logic
The integration only processes purchase credit notes (type ACCPAYCREDIT) from Xero.
Header Field Mappings
| Zudello Field | Xero Field | Data Type | Notes |
|---|---|---|---|
| supplier | Contact | Relation | Supplier reference |
| company_name | Contact.Name | String | Supplier name |
| currency | CurrencyCode | Relation | Currency reference |
| document_number | CreditNoteNumber | String | Credit note number |
| reference | Reference | String | Credit note reference |
| date_issued | DateString | Date | Credit note date (parsed) |
| total | Total | Decimal | Total amount |
| subtotal | SubTotal | Decimal | Subtotal amount |
| tax | TotalTax | Decimal | Tax amount |
| tax_included | LineAmountTypes | Boolean | True if "Inclusive" |
| status | Status | String | Configurable status mapping |
Line Item Field Mappings
| Zudello Field | Xero Field | Data Type | Notes |
|---|---|---|---|
| description | Description | String | Line description |
| quantity | Quantity | Decimal | Quantity (defaults to 1 if not number) |
| unit_price | UnitAmount | Decimal | Unit price |
| total | LineAmount | Decimal | Line total |
| item | Item | Relation | Item reference |
| account | AccountCode | Relation | Account reference |
| tax_rate | TaxType | Relation | Tax rate reference |
Processing Logic
Tracking Categories
The integration supports tracking categories for detailed financial analysis. The first tracking category in Xero is mapped to Location in Zudello, and the second is mapped to Subsidiary.
Date Formatting
Dates are parsed from Xero's format and converted to a standard YYYY-MM-DD format.
Status Mapping
The status of credit notes in Zudello is determined by their status in Xero. This mapping is configurable, but by default, statuses like DRAFT, DELETED, VOIDED, AUTHORISED, and SUBMITTED are mapped to corresponding Zudello statuses.
Automatic Relationships
The integration automatically links credit notes to the correct supplier, currency, item, account, tax rate, location, and subsidiary.
Incremental Synchronization
To save time, the integration only syncs credit notes that are new or have been updated since the last check.
Related Documentation
- Invoice - Invoice processing with identical structure
- Contact - Supplier master data for credit note relationships
- Account - Chart of accounts for line item coding
- Tax Rate - Tax rate references for line items
- Item - Item master data for line item references
- Currency - Currency references for multi-currency credits
- Tracking Category - Location and subsidiary tracking setup
- AP Credit Note - Credit note creation workflow (Zudello → Xero)
- Overview - Integration architecture overview