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Contacts

Full details on the Contact data available in Microsoft Power BI from Xero with Connectorly.

Nick Maxwell avatar
Written by Nick Maxwell
Updated over a week ago

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:

  1. Became Customer is the earliest date of an APPROVED or PAID Sales Invoice.

  2. Became Supplier is the earliest date of an APPROVED or PAID Bill (aka Purchase Invoice).

  3. Last Sales Activity is the latest date of an APPROVED or PAID Sales Invoice. This does not include any forecast/draft invoices.

  4. Last Purchase Activity is the latest date of an APPROVED or PAID Bill (aka Purchase Invoice). This does not include any forecast/draft invoices.

  5. Lifetime Sales Value is the total amount of any APPROVED or PAID Sales Invoices.

  6. 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.)

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