46 results found
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Contacts' creation date exposed in API
Would enable the measurement of new business. e.g. number of new customers since the start of the year and their $ value.
3 votes -
Add customer sales defaults and Financial details on contacts api
Add ability to view and update customer finical details
- Credit limits.
- Credit Terms (Invoice due date).
- Outstanding balances (possibly read only).
- Discount.This will allow among other for 3rd part vetting process of customer onboarding to be seamlessly integrated.
2 votes -
allow contact website to be set/updated via the api
allow contact website to be set/updated via the api
2 votes -
UpdatedDateUTC to be updated on Contacts when a Contact Group is modified
When a contact has been added or removed from a group, or when a group is changed the UpdatedDateUTC on the contact should also be change to reflect this.
2 votes -
Mutate batch payments on contacts
Provide support to mutate the batch payment fields on a contact through the API. They are currently read only - https://community.xero.com/developer/discussion/77542892
2 votes -
Different Contacts under the one company for example - Sales, Purchasing, Accounts Payable, Accounts receivable and the General Manager..
It is frustrating when i send statements or invoices and i have to go in and individually delete the sales emails and other general contact details. I have them all ticked to include in emails though as I need to send my invoices to accounts payable and the salesman but statements go to another accounts person . When we purchase from the same customer we have to send to accounts receivable. It would be great to have different Contacts so when i click send statements i dont have to delete the rest of the contacts.
2 votes -
Be Able to get Contact Usual Payment Days
It would be good to be able to get the usual payment days number which is shown in Xero's contacts page through the API in order for displaying that data in in house software used to rate customers payments against their established payment terms.
2 votes -
Add ability to delete a ContactGroup
I can create a new ContactGroup through the API yet I cannot delete that group?
The documentation states "The DELETE method is used to remove a contact from a contact group or remove all contacts from a contact group."
Neither of which I want. I want to remove the entire ContactGroup from existing.
2 votes -
New Feature - Contacts Reform
• Contacts/Project Dashboard - The Contacts page could be improved with a dashboard of all relevant data for that Contact such as the P&L for the client and their projects. I would also like to see a Statement feature detailing all invoices and payments in journal display i.e. account debits and credits, filtered either by Contact and/or Projects.
• Sales Pipeline – A New Leads/Tenders/Quotes feature would allow the Sales team to add details for new clients and projects. Unsuccessful New Leads could be demoted to Old Bids which would keep the contact, bid and project details on the system.…
2 votes -
API practicemanager v3.1 - Add modifiedSince parameter to the Client GetListPaginated end-point
The current Clients get list end point has as a parameter to bring the last records have been modified. The new paginated clients, cannot be filtered by the same parameter. So I cannot bring only the records that have been modified
1 vote -
Align front-end and api behaviour to list Customers
Following changes to the front-end of Xero there is now a difference between that and the api when selecting a list of Customers.
Original Behaviour - shown on the API:
All contacts start off as neither customer nor supplier. Once an invoice, bill or credit note is raised the isSupplier or isCustomer field is updated accordingly. The contact retains this status.New front-end behaviour:
We look to see if any invoices or bills have been raised and categorise the contact accordingly.We have a client who has an Accounts Receivable Credit Note posted to it so appears as a Customer…
1 vote -
Set default branding theme ID on Contact POST
Be able to set the default branding theme ID on contact POST
1 vote -
Change of bank account - checkbox and/or prompt to verify that you have verbally confirmed the account details are correct for Suppliers
Change of bank account - checkbox and prompt to verify that you have verbally confirmed the account details are correct for Suppliers. Date functionality of when you confirmed would also be beneficial.
1 vote -
CIS Fields on Contact via API
There is currently no way to set or retrieve CIS fields via the api with the exception of:
- CIS Enabled (GET ONLY)
- CIS Value (GET ONLY)This request is to be able to GET POST AND PUT all contact CIS fields via the API including:
- CIS Enabled
- Registered CIS Name
- CIS Rate
- Organisation Type
- Unique Taxpayer Reference
- Subcontractor Verification Number
- National Insurance Number
- Customer Registration NumberNOTE: Although Customer Registration Number is not under the CIS section, it IS mandatory if CIS Type is set to Limited Company so this…
1 vote -
Allow more than one contact with the same name so API does not overwrite existing data incorrectly.
We have had several 'David Smiths' buy from us via our website. As the API feed sends the data to Xero - Xero looks for a 'David Smith' and then automatically overwrites existing address and phone number etc with the new info.
The result is data that is totally incorrect. Furthermore I recently sent a product to the wrong client which was costly and embarrassing.
The simple solution is for Xero to have a 2nd and 3rd 'identifier' i.e. email address, post code. For example:
If the name + the email address and/or the postcode are a match then =…
1 vote -
Contact search should be case insensitive via API
While creating the sales invoice via API, usually we check if the contact is already created or not, to search the contact the name/keyword must be used in the same case that is available on Xero, if its different then it will not search.
1 voteHi Swapnil,
Thanks for the post.
We currently have a work around for the issue you are currently facing which may be of use.
It is possible to include ToLower() in the where clause when quering the endpoint. ie. ?Name.ToLower()=="{name}’
See the following commultiy thread for more information: https://stackoverflow.com/questions/60265042/can-xero-contacts-be-filtered-by-name-case-insensitive
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Toggle Notifications via API
Provide ability to turn off invoice reminder notifications for specific customers via the API.
Failing this, provide a way to set up notification rules so certain patterns of customers aren't notified of follow ups.
1 vote -
Expose Additional Contacts - First Name, Last Name, Email address
Can we please have the ability to view all additional contacts, first name, last name and email address, if we use the GET request to pull ALL contacts.
At the moment this is only viewable, by looking up individual contacts which can quickly use up API calls which I need for the other applications of my web app.
1 vote -
Be Able To Get Customer Credit Rating Through The API
Given that credit ratings can now be shown for customers in the main application I would like to suggest that the credit rating, even as a number or as a descriptor (matching the rating gauge in the main interface, be made available through the API in the contact payload data so that when viewing customer data through the API the credit rating can be seen as well.
1 vote -
include the Group ID field in the Clients API method for Xero Practice Manager
This is more for the WorkflowMax/Practice Manager API but as I can't seem to find a community site for that product I'm posting here. It seems like an oversight to not include the group ID. Can this be added please.
1 vote
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