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14 results found

  1. when contacts are merged show this status for the API

    When merging contacts the system seems to treat them as a delete so we can’t differentiate them from a full delete. Ideally they should show a status of merged and the ID of the contact they were merged with that way we could perform the same action in the CRM of merging the contacts history rather than deleting them.

    313 votes
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    59 comments  ·  Contacts  ·  Admin →

  2. Allow adding Contacts to Contact Groups

    When you GET a Contact via the API you are returned the ContactGroups that they belong to. But if you try and update their ContactGroups with a PUT or POST the API will just ignore the ContactGroups XML element.

    It would be really useful for automating the organisation of Contacts, if you allowed us to update the ContactGroups for a Contact in a similar way that you can add LineItems to an Invoice.

    75 votes
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    4 comments  ·  Contacts  ·  Admin →

  3. Be able to add notes to contacts via the API

    74 votes
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    10 comments  ·  Contacts  ·  Admin →

  4. Payment Terms: expose organisation and contact default due dates

    Expose the organisation and contact default due dates on GET Organisation and GET Contact respectively. Xero now supports setting default due dates on an organisation wide or per contact basis.

    48 votes
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    12 comments  ·  Contacts  ·  Admin →
    completed  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    You can now retrieve the default payment terms for an organisation and also for a specific contact. See http://developer.xero.com/documentation/api/organisation/ and http://developer.xero.com/documentation/api/contacts/

    Support for updating these via the API will come in a later release – please vote on this other request – http://xero.uservoice.com/forums/5528-xero-api/suggestions/4376082-set-payment-terms-via-the-api

  5. Add ACN to the Contacts API Response

    When using the AU Xero there is a field for ACN which is great.... except that it's not in the API Response for contacts. If that could be added it would be awesome. Thank you

    40 votes
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    1 comment  ·  Contacts  ·  Admin →

  6. Set payment terms via the API

    I can see you can GET the payments terms of a contact and the organisation defaults, but I'd like to be able to set these via the API too

    21 votes
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    1 comment  ·  Contacts  ·  Admin →

  7. archive contacts via the API

    Ability to archive a contact. The user should have a way in Xero to view archived contacts and restore them – this could just be another automatic contact group like customers and suppliers are which shows as a tab in contacts where they can view the archive list and restore the selected contacts. Archived contacts should not appear in any of their custom ‘contact groups’ but the links should not be removed so if they are restored they return to the original groups.

    18 votes
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    3 comments  ·  Contacts  ·  Admin →
    completed  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    Today’s API release provides the ability to archive contacts via the API. http://developer.xero.com/documentation/api/v2-release-notes/#2.50

    We still have some work to do on contacts, including allowing developers a way to see merged contacts: http://xero.uservoice.com/forums/5528-xero-core-api/suggestions/89557-when-contacts-are-merged-show-this-status-for-the
    And also to merge contacts via the API: http://xero.uservoice.com/forums/5528-xero-core-api/suggestions/5885401-merge-contacts-via-the-api

    Please show your support on these requests if they are important to you.

  8. Retrieve contactGroups on GET request for all contacts

    As far as I can tell you can't get contactGroups when doing a GET request for all contacts. You can only retrieve them when requesting a singular contact.

    12 votes
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    0 comments  ·  Contacts  ·  Admin →

  9. be able to get a list of all contact groups

    11 votes
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    0 comments  ·  Contacts  ·  Admin →

  10. Add the new multiple email address functionality to API

    Hi there,

    A recent update to Xero now allows for multiple email addresses for each contact to be added. It would be great we could add multiple email addresses through the API, mirroring this process.

    Many thanks
    David

    9 votes
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    0 comments  ·  Contacts  ·  Admin →

  11. 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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    0 comments  ·  Contacts  ·  Admin →

  12. include archive flag in api

    Archived contacts appear to be included in the contact lists returned by the API. I would be useful if these contacts were flagged in the result set say.

    4 votes
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    2 comments  ·  Contacts  ·  Admin →

  13. Enable attachments on Contacts

    Enable attachments on Contacts - support the files functionality in Xero via the API so files can be attached to contact records in Xero.

    Do you have some interesting use cases? Share your ideas so we can assess the priority of this feature.

    0 votes
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    0 comments  ·  Contacts  ·  Admin →

  14. Add ability to retrieve "ARCHIVED" contacts using WHERE clause

    The only way to currently check which contacts have been deleted is to make an API call for each. See https://community.xero.com/developer/discussion/24201/

    0 votes
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    0 comments  ·  Contacts  ·  Admin →
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