Invoice

Overview

Direction: Xero → Zudello
Sync Type: Incremental sync
Purpose: Historical purchase invoice data with comprehensive line item detail and tracking

Invoice data flows from Xero to Zudello to provide historical purchase invoice information with comprehensive line item detail and tracking category support.

Filtering Logic

The integration only processes purchase invoices (type ACCPAY) 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	InvoiceNumber	String	Invoice number
reference	Reference	String	Invoice reference
date_issued	DateString	Date	Invoice date (parsed)
date_due	DueDateString	Date	Due 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 invoices in Zudello is determined by their status in Xero. This mapping is configurable, but by default, statuses like DRAFT, DELETED, VOIDED, AUTHORISED, PAID, and SUBMITTED are mapped to corresponding Zudello statuses.

Quantity Handling

If an invoice line item does not have a valid quantity, it defaults to 1 to ensure consistent processing.

Automatic Relationships

The integration automatically links invoices to the correct supplier, currency, item, account, tax rate, location, and subsidiary.

Incremental Synchronization

To save time, the integration only syncs invoices that are new or have been updated since the last check.

Related Documentation

• Contact - Supplier master data for invoice 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 invoices
• Tracking Category - Location and subsidiary tracking setup
• AP Invoice - Invoice creation workflow (Zudello → Xero)
• Overview - Integration architecture overview