I want to use Make to read records from Airtable and create new invoices. The Client names I have in Airtable match those I have created in QuickFile however when I pass the client name (record is formatted a text) the invoice creation fails saying “The ‘ https://api.quickfile.co.uk :ClientID’ element…

The client ID is the internal numeric id generated by QuickFile, not the client name: [image] API invoice create Support Hello @pjh18 The client ID is not the account reference, it is the unique ID assigned by QuickFile when you create a client. This can be found in the…

P.S. if you want a quick way to get a list of these IDs to populate your Airtable database then you just need to do a backup of your QuickFile account [image] Create a data backup schedule General Introduction With QuickFile you can schedule a monthly or on-demand backup …

Thank you, that is very helpful advice. I was thinking it would be a pain to repeat that process whenever I add a new Client :slight_smile:

Just bear in mind that the backup process operates off a separate database that is itself a snapshot of the live one, anything up to a few hours behind, so a one-off backup that you create immediately after adding a new client won’t necessarily include the new client record.

Using Make to create new Invoices fails

Support

ian_roberts 28 December 2023 15:42 4

P.S. if you want a quick way to get a list of these IDs to populate your Airtable database then you just need to do a backup of your QuickFile account

and you’ll find them all nicely mapped to the client names in Client_Ledger.csv.

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