get_settings
Retrieve import settings for a company, including date format, document number behavior, and auto-creation rules, to ensure CSV data matches before importing.
Instructions
Returns per-company import settings (dateFormat, document-number behavior, product/account auto-creation, duplicate-skip). Check dateFormat before importing — CSV date columns must match.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | Company id from list_companies. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dateFormat | No | Date parse format (e.g. 'MM/dd/yyyy', 'dd/MM/yyyy', 'yyyy-MM-dd'). | |
| incrementDocNumber | No | Auto-increment document numbers on conflict. | |
| createMissingProducts | No | Create products in QBO/Xero if not found. | |
| createMissingAccounts | No | Create chart-of-accounts entries if not found. | |
| skipDuplicates | No | Skip rows that look like duplicates of existing entries. |