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Practice Manager API

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Practice Manager API

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  1. The Practice Manager client.api/paged-list released in 3.1 is missing key information that the previous list endpoint contained when the parameter detailed=true was passed in.

    Unfortunately we cannot use the new paginated endpoint due to this limitation.

    We are working with clients with 15,000+ XPM client records and the detailed endpoint can take several minutes and return a 50mb+ response.

    The paginated endpoint is a great idea and we would love to use it, but it is missing group and business number information.

    The idea is to either allow a detailed=true parameter in the new paginated endpoint, or better yet allow…

    5 votes

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    0 comments  ·  Clients  ·  Admin →
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  2. Include Job States in the API so that a list can be retrieved. This would help apps by allowing them to get the complete list to be able to update job states. Currently we have to search the current jobs to see what potential job states there are and update as new ones are noted.

    3 votes

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  3. Similar to the Clients endpoint, add a modified since header to the jobs API. This will reduce the amount of calls we need to make to load jobs allowing us to focus on anything that has changed since we last called the API

    modifiedsince=yyyy-MM-ddTHH:mm:ss

    2 votes

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    0 comments  ·  Jobs  ·  Admin →
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  4. Can we retrieve custom field values for a list of client id's, currently this is a 1 custom field read per client per api call which is not great for reading large volumes

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  5. Have the ability to be able to get Tax Return and Activity Statement that have been created in XPM and confirm their status (Created, Complete, Approved, Suspended, Filed, Error)

    1 vote

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