Read from a system, write to a system

The comic

1. Panel 1 of 4.
   1

   Reading

   Xero Data

   Data Type

   Invoices

   Import from Xero
   Murphy says: In “Data Source”, choose “Integrations” and pick your connection. The “Data Type” picker lists what you can read, like Xero's Invoices, Contacts or Payments.
2. Panel 2 of 4.
   2

   Rule canvas

   Source

   Xero Data

   Invoices

   Step

   Transform

   Format date

   Output

   Output

   Download

   Murphy says: Choose “Import from Xero” to bring in the fields. Then add steps exactly as you would with a file.
3. Panel 3 of 4.
   3

   Writing

   Output

   Destination

   QuickBooks

   Post to

   Invoices

   Field mapping

   6 fields mapped

   Run rule
   Murphy says: To write, set the output's “Destination” to a system, such as QuickBooks, HubSpot, NetSuite or Odoo. Then map your columns to its fields.
4. Panel 4 of 4.
   4

   Good to know

   How each system writes

   System	Writes
   Xero, QuickBooks	Creates new
   NetSuite	Updates or creates
   Odoo	You choose
   Sage 200	Read only

   Murphy says: Each system writes its own way. Most create new records. NetSuite matches on the External ID you map, so a re-run updates instead of duplicating. Odoo lets you choose. Sage 200 is read only.