Query quotes for a Xero organization

Table Specific Information

The Quotes table allows you to SELECT, INSERT, and UPDATE Quote lines for a Xero organization. The Id column is generated by the connector; it combines the index of the line item with the unique, Xero-generated QuoteId.

SELECT

The Xero API allows extensive filtering and ordering. You can define WHERE and ORDER BY clauses in a query to filter and order the results using any non-line-item column.

Note: The Xero API does not support filtering on line items or journal lines.

INSERT

To insert a single row, set the required fields. A new table object is created as a single entry. To insert a new Quote, the ContactId and Date fields are required in addition to at least one line item. A Quote line item must at minimum contain a description (LineItem_Description).

1. You can insert a new Quote with multiple line items using an XML aggregate. The elements supported here are the same as the LineItem columns without the "LineItem_" prefix. Please refer to the Xero documentation of the Quotes API for more details.
   

   INSERT INTO Quotes (ContactId, Date, LineItemAggregate) VALUES (
     '883628bc-7f22-4234-8a4c-81571816a8a1',
     '2023-11-21',
     '<LineItem>
   		<Description>Example Description</Description>
   	</LineItem>'
   )

2. You can also create multiple Quotes in a single query by using a bulk insert. To do this, you should not include a QuoteId in your query, then specify the values for the first line item of each Quote to add.
   

   INSERT INTO Quotes (ContactId, Date, LineItem_Description)
     VALUES
   ('883628bc-7f22-4234-8a4c-81571816a8a1', '2023-11-21', 'Example Description'),
   ('883628bc-7f22-4234-8a4c-81571816a8a1', '2023-11-21', 'Example Description')

3. You can also insert new line items on an existing object by specifying the Xero-generated value of the existing record. For example, to add 2 new line items to an existing Quote:
   

   INSERT INTO Quotes (QuoteId, LineItem_Description)
     VALUES
   ('fbb38812-dcc4-4e07-9ebd-2c38e1409b18', 'newItem1'),
   ('fbb38812-dcc4-4e07-9ebd-2c38e1409b18', 'newItem2')

Note: Inserting into existing records will count as two operations against the Xero API. One is required to retrieve the existing record, and another to update the record with new data.

UPDATE

You can update any field that is not read-only.

Note: UPDATE operations will count as two operations against the Xero API. One is required to retrieve the existing record, and another to update the record with new data.

Columns