Tableau Connector for Xero

Build 24.0.9060

HistoryCreditNotes

Query and insert CreditNote history and notes for a Xero organization.

Table Specific Information

The HistoryCreditNotes table allows you to read the notes created on a credit note, and the history of changes to that credit note. If a CreditNoteId is not provided, the history of all CreditNotes will be retrieved.

SELECT * FROM HistoryCreditNotes WHERE CreditNoteId = '...'

A CreditNoteId and Details is required for inserting a note:

INSERT INTO HistoryCreditNotes (CreditNoteId, Details) VALUES ('...', 'Offered 12% discount'), 

Columns

Name Type ReadOnly Description
Id [KEY] String True

A combination of the position of the history item and when it occurred.

CreditNoteId String True

The ID of the credit note the history item belongs to.

Changes String True

What type of change happened on the credit note

Date Datetime True

When the change occurred

User String True

The name of the user that made the change

Details String False

The change that was made

TenantId String False

The ID of the tenant to query instead of the connection tenant

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Build 24.0.9060