Trying to use Workato for the first time, having no clue what all the line item requirements are in the action section of the recipes. Can someone explain or walk me through filling the recipe out. I've been told its an easy recipe but have no idea how to do it.
I believe E Jin responded to your ticket, but for the sake of others who may see this post, let me copy her answer here:
The create invoice step consist of 3 sections:
Sales line holds information for a sales item, including the amount.
Description line holds annotation information. There is no amount or other data associated with this type of line.
Group line holds information for an item bundle. Items that are often sold together can be grouped into bundles on QuickBooks so they can be added all at once to a transaction.
Users usually only need the Sales line section. The Sales line section consists of the Sales line source list and the amount field. You can choose to either fill up only the amount field or both fields, as filling up the Sales line source list field would require you to fill up the amount field. The line source list is filled in with the pill for the array you want the invoice to take line items from. However, using the line source list field usually means you are creating an invoice with multiple lines and you already have them arranged in a list that the recipe can loop through.
You can also choose to use the Create Invoice action to create a single line invoice, and add the next lines of the invoice in separate actions. For this, you should add an Add line to invoice step to create an invoice for each of the lines in the invoice. You may then drag and drop the invoice ID pill from the create invoice step into the invoice ID field and select the appropriate line item detail (Refer to screenshot below).
As to having someone walk you through the recipe -- If you're a new subscriber on one of our paid plans, you are entitled to a Quickstart session where one of our technical specialists can show you how this kind of integration can be built. Otherwise, you can join our daily expert hour to get some screen-share guidance. You can sign up for expert hour here: http://resources.workato.com/webinars/
Send us a ticket, we will try our best to assist you with your problem