Overview
Contacts are the Organisations and Individuals that you transact with. They can be Suppliers or Customers (and even both!).
Derived Contact Information
A number of useful values for Contacts are derived:
Became Customer is the earliest date of an APPROVED or PAID Sales Invoice.
Became Supplier is the earliest date of an APPROVED or PAID Bill (aka Purchase Invoice).
Last Sales Activity is the latest date of an APPROVED or PAID Sales Invoice. This does not include any forecast/draft invoices.
Last Purchase Activity is the latest date of an APPROVED or PAID Bill (aka Purchase Invoice). This does not include any forecast/draft invoices.
Lifetime Sales Value is the total amount of any APPROVED or PAID Sales Invoices.
Lifetime Purchase Value is the total amount of any APPROVED or PAID Bills (aka Purchase Invoices).
A contact may have both Sales and Purchase activities, although typically they will have only one.
Data Dictionary
Field | Type | Notes |
Average Days To Pay (All Time) | Number | Calculated as the average number of days to pay across all sales invoices and bills. Used in forecasting payment dates. |
Average Days To Pay (This Fy) | Number | Calculated as the average number of days to pay all sales invoices and bills in this financial year. |
Bank Account Details | Text | Bank Account Details |
Batch Payment Bank Account Name | Text | Batch Payment Bank Account Name |
Batch Payment Bank Account Number | Text | Batch Payment Bank Account Number |
Became Customer | Date | Calculated as the Date of the earliest PAID or AUTHORISED Sales Invoice. |
Became Supplier | Date | Calculated as the Date of the earliest PAID or AUTHORISED Bill (Purchase Invoice). |
Billing Address City | Text | City |
Billing Address Country | Text | Country |
Billing Address Postal Code | Text | Postal Code |
Billing Address Region | Text | Region |
Connection Name | Text | The name of the Connection. Typically the name of the Xero Organisation. |
Contact ID | Text | Contact ID |
Contact Name | Text | Name of the Contact. This could be a company or a person's name. |
DDI Area Code | Text | Ddi Area Code |
DDI Country Code | Text | Ddi Country Code |
DDI Number | Text | Ddi Number |
Data current as of | Datetime | When the Data was taken from Xero. |
Days Change (Vs Last Fy) | Text | Days difference in paying from last year. A negative number means this Contact is paying faster than last year if it is a customer, or that it is being paid more quickly if it is a supplier, a postive number means the reverse. |
Delivery Address City | Text | City |
Delivery Address Country | Text | Country |
Delivery Address Postal Code | Text | Postal Code |
Delivery Address Region | Text | Region |
Email Address | Text | Email Address |
Fax Area Code | Text | Fax Area Code |
Fax Country Code | Text | Fax Country Code |
Fax Number | Text | Fax Number |
Has Attachments | Boolean | True if the Contact has attachments. |
Is Customer | Boolean | True if this is a Customer. A contact can be both a Supplier and Customer. |
Is Supplier | Boolean | True if this is a Supplier. A contact can be both a Supplier and Customer. |
Last Purchase Activity | Date | Calculated as the Date of the latest PAID or AUTHORISED Bill (Purchase Invoice) |
Last Sales Activity | Date | Calculated as the Date of the latest PAID or AUTHORISED Sales Invoice. |
Lifetime Purchases Value | Number | Calculated as the Total value of Purchase Invoices. (in the Reporting Currency). |
Lifetime Sales Value | Number | Calculated as the Total value of Sales Invoices (in the Reporting Currency). |
Mobile Area Code | Text | Mobile Area Code |
Mobile Country Code | Text | Mobile Country Code |
Mobile Number | Text | Mobile Number |
Payment Trend (Vs Last Fy) | Text | {'Slower', 'Faster', 'No Change', null} |
Phone Country Code | Text | Phone Country Code |
Phone Number | Text | Phone Number |
Phone Type | Text | Phone Type |
Status | Text | One of {'ACTIVE', 'DELETED'} |