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Practice Manager API

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3 results found

  1. Xero Practice Manager clients list paginated missing detailed information

    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…

    10 votes

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    4 comments  ·  Clients  ·  Admin →
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  2. Read custom field values for multiple clients in a single API request

    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

    7 votes

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    1 comment  ·  Clients  ·  Admin →
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  3. Adding notes to clients

    As of the moment practice manager API can retrieves all notes per client using GET get/[uuid] "Detailed information for a specific client" however we cant add notes via API.

    2 votes

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    0 comments  ·  Clients  ·  Admin →
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