Quote data model

View field support, webhooks, and list parameters for each integration on the Supported Integrations page.

Data Model

idstring
created_atdate
(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
updated_atdate
(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
quote_numberstring
External identifier for this quote (Xero QuoteNumber, QBO DocNumber, NetSuite tranId)
referencestring
customer-side reference / PO number
titlestring
short title (Xero Title, max 100)
summarystring
longer summary (Xero Summary, max 3000)
payment_terms enum
Valid values:
"ON_RECEIPT"
"NET_7"
"NET_10"
"NET_15"
"NET_20"
unified payment terms enum, as on accounting_invoice / accounting_bill
customer_messagestring
customer-visible message
memostring
internal note, not customer-visible
contact_idstring
(reference to AccountingContact)
contacts array
denormalized parties, reusing the transaction contact shape
issued_atdate
Xero Date, QBO TxnDate (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
expires_atdate
Xero ExpiryDate, QBO ExpirationDate (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
sent_atdate
(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
accepted_atdate
(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
declined_atdate
(ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format)
status enum
Valid values:
"DRAFT"
"SENT"
"ACCEPTED"
"DECLINED"
"INVOICED"
where EXPIRED is derived (expires_at < now), the source status is preserved in raw
currencystring
currency_ratenumber
exchange rate to the organization's base currency
sub_total_amountnumber
tax_amountnumber
discount_amountnumber
total_amountnumber
tax_mode enum
Valid values:
"INCLUSIVE"
"EXCLUSIVE"
"NONE"
INCLUSIVE / EXCLUSIVE / NONE; maps Xero LineAmountTypes (a boolean cannot represent NoTax)
lineitems array
invoice_idstring
populated once the quote is converted to an invoice; left null when the source cannot supply it (reference to AccountingInvoice)
project_idstring
points to an AccountingProject (accounting costing project) (reference to TaskProject)
group_idstring
points to a HRIS Group (reference to HrisGroup)
category_idsstring array
tracking categories / classes (AccountingCategory dimensions)
urlstring
public online-quote link where exposed
organization_idstring
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