Be able to add notes to contacts via the API
It is now possible to add notes to many of our accounting resources including contacts.
https://developer.xero.com/documentation/api/history-and-notes#PUT
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Morag commented
This would be really useful to add notes via the api into xero contact re updates on customer tax numbers and validation, e.g. was the invoice created before the customer supplied their tax number or after
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Larry Le commented
I think would be handy if we can add notes via API to contacts
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Anonymous commented
+1 but would be happy with GET to start with
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Anonymous commented
I vote for this
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Anonymous commented
I would like the notes in Invoice Sherpa to be sent across to Xero as part of the synchronization and stored in the client’s “Contacts” file. If I were doing this exercise using Xero, all notes would be kept there and be shown in the area “Show History” where it records the note and also the date and time of that note. This section in Xero is called “History & Notes”. It would be great to see what type of action was taken (SMS, Statement, invoice copy etc) with a date and time stamp in this area also. This would be of particular interest to the client as they are possibly using Xero for creating invoices, however would not be using Invoice Sherpa (the accounting practice would be potentially managing this process). I believe, this would give the client some visibility and confidence that their debtor accounts are being actioned consistently and well. Additionally, I feel it would offer a better integration with Xero as this history is important.
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Sarah King commented
It is imperative that the api allows this! Instead we'll store our notes elsewhere, I guess but would be tidier to have it all in one place.
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Jason Fah commented
How or why is this still not possible?? Seems pretty fundamental. If you offer it via the interface it should be offered via the API, no??
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mdonseif commented
I think we need a generic Note handling API that allows adding notes to Invoices, Payments, and Contacts. For me personally a Write-Ony API would be a step in the right direction.
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mdonseif commented
I would call this a duplicate of http://xero.uservoice.com/forums/5528-xero-api/suggestions/110227-be-able-to-add-notes-to-contacts-via-the-api?ref=title
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sargshep commented
Would be a simple way of keeping a Client History of external systems working alongside Xero. Having Hyper links in the comments would also be useful.
This would allow linking to other online systems with related info for the contact.