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42 results found

  1. add custom fields to contacts

    Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.

    224 votes
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    26 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Customer Credit Limits available via API

    Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.

    211 votes
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    40 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Allow add multiple Contacts with same name.

    It should be different crietaia to add contacts. It should allow contacts with same name , may be have different personal details. validation should not be on name.

    160 votes
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    not planned  ·  12 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  4. EU Country field

    Be able to update the EU Country field via the API. This is required and seems very strange to be left out of the API.

    138 votes
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    not planned  ·  4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  5. To add all fields of bank account details in Create Contact "PUT"/"POST" request.

    In Create Contact "PUT"/"POST" request, now only "Bank Account Number" supported. It does not support "Bank Name" or "Details".
    Please add all fields to API call , (whichever are exposed via Manual creation of Contact ).

    117 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  6. update archived contacts

    Being able to update or unarchive contacts via the api

    108 votes
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    6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  7. provide API access to contact Statements!

    I would like to get a contact's statement via API just like the case is for invoices.In the request, we provide contact name then the response is the statement of the contact.This will be a cool feature to have.

    86 votes
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    8 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Merge contacts via the API

    Provide the ability to merge contacts via the API.

    79 votes
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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Expose whether invoice reminders are enabled for a particular contact

    This request is to expose a boolean value to determine whether invoice reminders are enabled for a particular contact.

    Please let us know in the comments if you'd like to update this value as well as retrieve it.

    37 votes
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    6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Make the BrandingTheme for a contact customizable

    Currently the field 'BrandingTheme' is only returned on a GET request. We would like to have this field customizable, so we can change the theme used based on info in our CRM

    25 votes
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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  11. be able to enter customers address when you create a quote/invoice.

    I'd like to be to able to enter the customers address when I create a quote or invoice. Currently I can only do this once the quote/invoice is created by editing the customers details.

    24 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  12. TaxNumber type field

    Contact entity has a field to store Tax number type (EIN, SSN, ITIN and ATIN). This field is accessible via UI or in exported csv file, but not accessible via API, while "Tax Number" itself can be read using API.

    23 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  13. use consistent response structures

    The addition of reporting a contact's balances was a great addition, however I feel the response structure should be consistent, regardless of balances. Where any balances are $0, this should be reported as $0, instead of being removed. By removing the key, we are left only being able to test for the absence of data, which creates an assumptive logic.

    I understand that removing keys for null values might be part of your api design (ie no email address entered doesn't return an empty <EmailAddress>, but technically, a customer always has a balance so there for the Balances data should…

    21 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  14. Contact Bank Details (all fields) to be able to be updated via API

    At the moment, contact bank details fields need to be updated through the front-end UI, only the BSB and Account number can be updated via API. Just wondering if Xero can add all fields to the Update contact details API function?

    "BatchPayments": {
    "BankAccountNumber": "0000007",
    "BankAccountName": "XXXXX",
    "Details": "SQUAD",
    "Code": "",
    "Reference": ""
    }

    21 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Allow the full UTF8 character set in Contact Names

    Names containing accented characters, eg: Nuñez, are rejected when uploading a new Contact.

    20 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  16. Include contacts that have been converted to customers (or suppliers) when "If-Modified-Since" filter is applied

    When a contact is created in Xero it is not until after an invoice has been created that it gets converted to a customer (or supplier). Which is expected.

    However when the "If-Modified-Since" filter is used on the GET Contacts endpoint where the "If-Modified-Since" date is after the contact is created but before the conatct as made into a supplier (i.e. after the isCustomer or isSuppler flag flips from false to true in the body of the Contact response) then the contact is not returned in the response.

    I sugget a change that when a contact is converted to a…

    15 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Smart lists via API

    Expose the new smart lists feature via the API (more info here: https://www.xero.com/tv/video/?id=5986-smart-lists-in-xero)

    12 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Get address lable for my organization

    When I create new delivery address for new PO I am able to specify its lable. However when I try to obtain available addresses from my company settings I cannot find address lable only address type. For all delivery addresses this type is the same: DELIVERY.

    We would like to list company addresses the way it is done during Purchase Order creation in Xero. The problem is that API does not send back the "Label" of the addresses (bold text like "Postal" or "Physical"). These labels are very important since they are used to set some meaningful name to the…

    12 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  19. contact notes

    Access to the Notes field in the Contacts endpoint would be nice.

    9 votes
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  20. Expose Contact Financial Details Tax Exclusive/Inclusive/NoTax via the API

    Return this setting for a contact under Financial Settings | Sales Settings as a LineAmount type https://developer.xero.com/documentation/api/types/#LineAmountTypes to allow this to be used to set the <LineAmountTypes> in the creation of an invoice for this contact with the appropriate Invoice Tax Line Amount Type.

    7 votes
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