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ConnectWise Manage

Consume ConnectWise Manage API

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Overview

The node integrates with the ConnectWise Manage API to perform operations on various resources, including invoices. Specifically, for the Invoice - Update operation, it updates an existing invoice's details by sending a PATCH request to the ConnectWise Manage API.

This node is beneficial in scenarios where you need to automate invoice management workflows, such as updating invoice dates, status, references, or types based on external triggers or data changes. For example, after receiving payment confirmation from a payment gateway, you could update the invoice status to "Paid" automatically.

Properties

Name Meaning
Invoice ID The unique identifier of the invoice to update (required).
Additional Fields Optional fields to update on the invoice. These include:
- Date: Invoice date in YYYY-MM-DD format.
- Due Date: Invoice due date in YYYY-MM-DD format.
- Reference: Invoice reference number.
- Status: Invoice status; options are "Open", "Paid", or "Void".
- Type: Invoice type; options are "Standard", "Progress", or "Credit".

Output

  • The output JSON contains the updated invoice object returned from the ConnectWise Manage API after the PATCH request.
  • Each item processed results in one output item containing the updated invoice data under the json property.
  • This node does not output binary data.

Dependencies

  • Requires an active connection to the ConnectWise Manage API.
  • Needs an API authentication credential configured in n8n to authorize requests.
  • The node uses the base URL and credentials from the configured ConnectWise Manage API credential.
  • No additional environment variables are required beyond the API credential setup.

Troubleshooting

  • Common Issues:

    • Missing or invalid Invoice ID will cause the update operation to fail.
    • Providing invalid date formats (not YYYY-MM-DD) may result in API errors.
    • Attempting to update fields with unsupported values (e.g., status or type outside allowed options) will cause errors.
    • Network or authentication issues with the ConnectWise Manage API can cause request failures.

  • Error Messages:

    • "Operation 'update' is not supported for resource 'invoice'": Indicates a misconfiguration or unsupported operation/resource combination.
    • "API request failed": Generic error indicating the API call did not succeed; check credentials and network connectivity.
    • Errors related to missing required parameters like Invoice ID will be thrown before making the API call.

  • Resolution Tips:

    • Ensure the Invoice ID is correctly provided and corresponds to an existing invoice.
    • Validate date strings conform to the expected format.
    • Confirm that the API credentials are valid and have sufficient permissions.
    • Use the node's "Continue On Fail" option to handle individual item errors gracefully during batch processing.

Links and References

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