Using Make to create new Invoices fails

[DavePMartin]

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 has an invalid value according to its data type.”. If I change the Client ID filed in Make to prevent mapping (i.e. using the data from Airtable) it offers me the Client data from QF, if I select the same Client Name then my scenario works and creates an invoice. Is there a way I can see the Client ID (I presume it isn’t the text that I enter) so that I can store it in Airtable and use it in place of the text I am passing?

[ian_roberts]

The client ID is the internal numeric id generated by QuickFile, not the client name:

API invoice create

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 URL when viewing the client in this case [image] or using the Client_Search query Here are the API documents for the query https://api.quickfile.co.uk/d/v1_2/Invoice_Create

[DavePMartin]

Thank you, that’s perfect.

[ian_roberts]

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

Create a data backup schedule

Introduction With QuickFile you can schedule a monthly or on-demand backup that will capture a snapshot of all your data in CSV format and email it to you as single Zip file or transfer it into your Dropbox account. Doesn't QuickFile backup my data anyway? Yes we backup all your data every 15 minutes to an offsite location. This is in the unlikely event of a system failure. The Email/Dropbox backup facility is there to give you extra peace of mind by allowing you to retain a local copy of your…

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

[DavePMartin]

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

[ian_roberts]

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.