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 Model
Field | Type | Notes |
Bank Account Details | Text |
|
Batch Payment Bank Account Name | Text |
|
Batch Payment Bank Account Number | Text |
|
Became Customer | Date | Calculated as the Date of the earliest PAID or AUTHORISED Bill (Purchase Invoice). |
Became Supplier | Date | Calculated as the Date of the earliest PAID or AUTHORISED Sales Invoice. |
Billing Address City | Text |
|
Billing Address Country | Text |
|
Billing Address Postal Code | Text |
|
Billing Address Region | Text |
|
Connection Name | Text | The name of the Connection. Typically the name of the Xero Organisation. |
Contact Name | Text |
|
Data current as of | Datetime | When the Data was taken from Xero. |
DDI Area Code | Text |
|
DDI Country Code | Text |
|
DDI Number | Text |
|
Default Area Code | Text |
|
Default Country Code | Text |
|
Default Number | Text |
|
Delivery Address City | Text |
|
Delivery Address Country | Text |
|
Delivery Address Postal Code | Text |
|
Delivery Address Region | Text |
|
Email Address | Text |
|
Fax Area Code | Text |
|
Fax Country Code | Text |
|
Fax Number | Text |
|
Has Attachments | Logical |
|
Is Customer | Logical |
|
Is Supplier | Logical |
|
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 Country Code | Text |
|
Mobile Number | Text |
|
Status | Text | {'ACTIVE'} ('DELETED' Contacts are not returned.) |