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klukiyan/Jobber to Xero automation.md

Last active June 23, 2025 15:01
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Jobber to Xero automation.md
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Jobber to Xero automation.md

🔗 [[✱ Creative Wrap]] | [[✱ Projects]] | [[API automation]]

Flooring identification

"lineItems": {
  "edges": [
	{
	  "node": {
		"id": "Z2lkOi8vSm9iYmVyL1F1b3RlTGluZUl0ZW0vMTU2NDQwNzAw",
		"name": "***PRICING BASED ON ENTRY LEVEL PREMIUM SPC CLICK FLOORING***",
...

201 - REVENUE-FLOORING
200 - Wrapping
  • update for future ✅ 2025-06-23
  • update past Confirm with Amrita
  • quote creation in scheduler also create flooring wrapping ✅ 2025-06-23 service Wrapping Flooring
  • Setup Jobber webhook ✅ 2025-05-25 app/Http/Controllers/Cw/JobberController.php
    • Receive webhook ✅ 2025-05-25
    • process data from webhook ✅ 2025-05-25
  • Add data to processing ✅ 2025-05-25
{
  "topic": "QUOTE_UPDATE",
  "appId": "fae54946-80aa-45f1-9489-bbe65db11196",
  "accountId": "Z2lkOi8vSm9iYmVyL0FjY291bnQvMTI1NjAz",
  "itemId": "Z2lkOi8vSm9iYmVyL1F1b3RlLzQ0ODEwNDk1",
  "occurredAt": "2025-05-25T16:23:30Z"
}
  • Process ✅ 2025-05-25 /Herd/luckygiga/app/Console/Commands/CW/JobberToXeroInvoiceCommand.php
  • Create Xero invoice populate all fields and send ✅ 2025-05-26 https://dcblog.dev/docs/laravel-xero/v1/invoices
    • Firstly check if invoice doesn't already exist ✅ 2025-05-25
    • Then check if contact exists ✅ 2025-05-25
    • if Contact doesn't exist create new contact ✅ 2025-05-25
    • create the invoice refrerencing the contact ✅ 2025-05-25
    • salesperson add ✅ 2025-05-26
    • job add if available ✅ 2025-05-26
    • Invoice terms same day ✅ 2025-05-26
  • Send ✅ 2025-05-26 An example request to trigger an email
POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email
  • ⚡ Notify CW team about new invoice creation! ✅ 2025-05-26
    • responsible sales person [[#Sales people emails]] ✅ 2025-05-26
    • [email protected] ✅ 2025-05-26
  • ⚡ Invoice created action to API log with invoice details JSON ✅ 2025-05-26
  • ⚡ contact created to API log with contact details (maybe later user it for scheduler fill in) ✅ 2025-05-26
  • Schedule job every 10 minutes ✅ 2025-05-26 $schedule->command('cw:jobber2xero')->everyTenMinutes()->runInBackground();
  • contact created in Scheduler Software #later
  • job created in scheduler software #later
  • special terms for Corporate Customer payment terms: n days #later
  • on update add job # if available #later
  • on update update the sales person if changed #later

![[image.png]]

{
  "data": {
    "quote": {
      "id": "Z2lkOi8vSm9iYmVyL1F1b3RlLzQ0ODEwNDk1",
      "quoteNumber": "38843",
      "salesperson": {
        "id": "Z2lkOi8vSm9iYmVyL1VzZXIvMTQ0NDQ5MA==",
        "name": {
          "full": "Kiril Lukiyan"
        }
      },
      "jobs": {
        "edges": []
      },
      "lineItems": {
        "edges": [
          {
            "node": {
              "id": "Z2lkOi8vSm9iYmVyL1F1b3RlTGluZUl0ZW0vMTU0NjI4MTMw",
              "name": "FURNITURE WRAP",
              "description": "Color:\r\n\r\nTo supply and install premium architectural film to specified furniture surfaces",
              "unitPrice": 200,
              "quantity": 1,
              "totalPrice": 200
            }
          },
          {
            "node": {
              "id": "Z2lkOi8vSm9iYmVyL1F1b3RlTGluZUl0ZW0vMTU0NjI4MTMy",
              "name": "CABINET SIDES DIRECT WRAP",
              "description": "Color:\r\n\r\nTo supply and install premium architectural film to flat cabinet sides such as dishwasher\/washing machine\/cooker area sides",
              "unitPrice": 150,
              "quantity": 1,
              "totalPrice": 150
            }
          },
          {
            "node": {
              "id": "Z2lkOi8vSm9iYmVyL1F1b3RlTGluZUl0ZW0vMTU0NjMwMTMy",
              "name": "FURNITURE WRAP",
              "description": "Color:\r\n\r\nTo supply and install premium architectural film to specified furniture surfaces",
              "unitPrice": 200,
              "quantity": 1,
              "totalPrice": 200
            }
          }
        ]
      }
    }
  },
  "extensions": {
    "cost": {
      "requestedQueryCost": 1011,
      "actualQueryCost": 32,
      "throttleStatus": {
        "maximumAvailable": 10000,
        "currentlyAvailable": 9968,
        "restoreRate": 500
      }
    },
    "versioning": {
      "version": "2024-09-23"
    }
  }
}

Xero invoice sample for reference

reference jobber 🔗 https://secure.getjobber.com/quotes/44647771?from_search=38754 refefrence xero 🔗 https://go.xero.com/app/!NLL56/invoicing/view/ad5a5b24-e6fd-4b9d-b461-129b4be7551a reference xero contact 🔗 https://go.xero.com/app/!NLL56/contacts/contact/10bf27a6-b621-4b4f-bff3-e43f6fdca644/details

{
    "Type": "ACCREC",
    "InvoiceID": "ad5a5b24-e6fd-4b9d-b461-129b4be7551a",
    "InvoiceNumber": "INV-20250907",
    "Reference": "38754 \/ Job #9808",
    "Payments": [
        {
            "PaymentID": "62e152cd-d6ab-4ed7-83cf-d6baa203db87",
            "Date": "\/Date(1747785600000+0000)\/",
            "Amount": 1200.15,
            "Reference": "",
            "CurrencyRate": 1,
            "HasAccount": false,
            "HasValidationErrors": false
        }
    ],
    "Prepayments": [],
    "Overpayments": [],
    "AmountDue": 0,
    "AmountPaid": 1200.15,
    "SentToContact": true,
    "CurrencyRate": 1,
    "TotalDiscount": 127,
    "IsDiscounted": true,
    "HasAttachments": false,
    "HasErrors": false,
    "Attachments": [],
    "InvoicePaymentServices": [],
    "Contact": {
        "ContactID": "10bf27a6-b621-4b4f-bff3-e43f6fdca644",
        "ContactStatus": "ACTIVE",
        "Name": "MAISONDXB LLC - FZ",
        "EmailAddress": "[email protected]",
        "BankAccountDetails": "",
        "Addresses": [
            {
                "AddressType": "STREET",
                "City": "",
                "Region": "",
                "PostalCode": "",
                "Country": ""
            },
            {
                "AddressType": "POBOX",
                "City": "",
                "Region": "",
                "PostalCode": "",
                "Country": ""
            }
        ],
        "Phones": [
            {
                "PhoneType": "DEFAULT",
                "PhoneNumber": "",
                "PhoneAreaCode": "",
                "PhoneCountryCode": ""
            },
            {
                "PhoneType": "DDI",
                "PhoneNumber": "",
                "PhoneAreaCode": "",
                "PhoneCountryCode": ""
            },
            {
                "PhoneType": "FAX",
                "PhoneNumber": "",
                "PhoneAreaCode": "",
                "PhoneCountryCode": ""
            },
            {
                "PhoneType": "MOBILE",
                "PhoneNumber": "",
                "PhoneAreaCode": "",
                "PhoneCountryCode": ""
            }
        ],
        "UpdatedDateUTC": "\/Date(1747898611300+0000)\/",
        "ContactGroups": [],
        "IsSupplier": false,
        "IsCustomer": true,
        "SalesTrackingCategories": [],
        "PurchasesTrackingCategories": [],
        "ContactPersons": [],
        "HasValidationErrors": false
    },
    "DateString": "2025-05-21T00:00:00",
    "Date": "\/Date(1747785600000+0000)\/",
    "DueDateString": "2025-05-21T00:00:00",
    "DueDate": "\/Date(1747785600000+0000)\/",
    "BrandingThemeID": "df978518-c180-426e-b59a-9f78f020fbcf",
    "Status": "PAID",
    "LineAmountTypes": "Exclusive",
    "LineItems": [
        {
            "Description": "***KITCHEN***, TALL CABINETS WRAP - EXTERIOR (FRONT) SIDE ONLY, ***SURCHARGES***, SURFACE PREPARATION, CALL OUT FEE",
            "UnitAmount": 1270,
            "TaxType": "OUTPUT",
            "TaxAmount": 57.15,
            "LineAmount": 1143,
            "AccountCode": "200",
            "Tracking": [
                {
                    "Name": "Sales Consultant",
                    "Option": "Martin Dickson",
                    "TrackingCategoryID": "ed945877-d809-4c99-9042-d90394db704f",
                    "TrackingOptionID": "3465df01-cfec-4034-b997-b49a87eda5d3"
                }
            ],
            "Quantity": 1,
            "DiscountRate": 10,
            "LineItemID": "10eb4fe6-01b0-4bb5-98a7-518ddfacdd26",
            "AccountID": "d44edafd-140d-43c9-aa33-a3ed829c93cd",
            "DiscountAmount": 127,
            "ValidationErrors": []
        }
    ],
    "SubTotal": 1143,
    "TotalTax": 57.15,
    "Total": 1200.15,
    "UpdatedDateUTC": "\/Date(1748175822870+0000)\/",
    "CurrencyCode": "AED",
    "FullyPaidOnDate": "\/Date(1747785600000+0000)\/"
}

test quote IDS

Z2lkOi8vSm9iYmVyL1F1b3RlLzQ0ODE0MzE0 - with discount Z2lkOi8vSm9iYmVyL1F1b3RlLzQ0ODEzNDMz - without discount

Sales people emails

I think these should be in jobber too [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected]

Ideal flow from Aaron

image attached here: ![[image-1.png]]

![[image-2.png]]

![[image-3.png]]

![[image-4.png]]

curl 'https://go.xero.com/api/invoicing/invoice/email?invoiceId=f5d98db8-6367-49d6-beaa-798ddacf1796' --compressed -X POST -H 'User-Agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10.15; rv:138.0) Gecko/20100101 Firefox/138.0' -H 'Accept: */*' -H 'Accept-Language: en-US,en;q=0.5' -H 'Accept-Encoding: gzip, deflate, br, zstd' -H 'Referer: https://go.xero.com/app/!NLL56/invoicing/view/f5d98db8-6367-49d6-beaa-798ddacf1796' -H 'authorization: Bearer eyJhbGciOiJSUzI1NiIsImtpZCI6IjFDQUY4RTY2NzcyRDZEQzAyOEQ2NzI2RkQwMjYxNTgxNTcwRUZDMTkiLCJ0eXAiOiJKV1QiLCJ4NXQiOiJISy1PWm5jdGJjQW8xbkp2MENZVmdWY09fQmsifQ.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.vyxyh4YNidUheK3ZP6gY6HWrfQmpaOjh2aieiEWER3XDIwoJHRMu2Re7schwlzyZXiIF5lk7149e7cezVn55q3GXRyOIsoNtCJG1ZRGQMBoL4sLViIIMjruPT0GJi69CQyMRrTfZxXMlFuc5UgQxlzQZpWlUTFTGF_bMXogJjT4sGvl-Y72EQQbJSpVnLi2D9Tz8DrDiZwaVnrY45tfWqnVOHCYtkB53Pt85ZPuEwtjfJlAaHd7uH2xqHP0ZLVH1f9sCekQXWrBcadd_7GU7ipzOvKBtYuBbKVwOHskuHqLmPss8YVBJWPXFEOhJI2fbgGHaSk21BVI0wT3xJpKEhA' -H 'content-type: application/json' -H 'newrelic: eyJ2IjpbMCwxXSwiZCI6eyJ0eSI6IkJyb3dzZXIiLCJhYyI6IjE5NjIwMjQiLCJhcCI6IjM3OTI0MjM0MiIsImlkIjoiMjQxNGU1MTc5YzIyYTU4MyIsInRyIjoiMWI2NDRiNDJhZDFlODNiZWVlZmEyYTI5OTQ0ODgzMDAiLCJ0aSI6MTc0ODMzODE1ODAyMiwidGsiOiIyOTkwMTg3In19' -H 'traceparent: 00-1b644b42ad1e83beeefa2a2994488300-2414e5179c22a583-01' -H 'tracestate: 2990187@nr=0-1-1962024-379242342-2414e5179c22a583----1748338158022' -H 'x-client: xero-secure-fetch' -H 'xero-correlation-id: 217a5c28-49f1-4547-b142-43796bd0987a' -H 'xero-shell-app-name: Invoicing' -H 'xero-tenant-shortcode: !NLL56' -H 'Origin: https://go.xero.com' -H 'Connection: keep-alive' -H 'Cookie: _abck=E99000F925A04ABC3315956EAA6CAF22~0~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~-1~-1~1748338531; 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