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Server path: /xero-contacts | Type: Application | PCID required: Yes

Tools

ToolDescription
xero_contacts_create_contact_groupCreates a contact group
xero_contacts_create_contact_group_contactsCreates contacts to a specific contact group
xero_contacts_create_contactsCreates multiple contacts (bulk) in a Xero organisation
xero_contacts_create_tracking_categoryCreate tracking categories
xero_contacts_create_tracking_optionsCreates options for a specific tracking category
xero_contacts_delete_contact_group_contactDeletes a specific contact from a contact group using a unique contact Id
xero_contacts_delete_contact_group_contactsDeletes all contacts from a specific contact group
xero_contacts_delete_tracking_categoryDeletes a specific tracking category
xero_contacts_delete_tracking_optionsDeletes a specific option for a specific tracking category
xero_contacts_get_contactRetrieves a specific contacts in a Xero organisation using a unique contact Id
xero_contacts_get_contact_by_contact_numberRetrieves a specific contact by contact number in a Xero organisation
xero_contacts_get_contact_cissettingsRetrieves CIS settings for a specific contact in a Xero organisation
xero_contacts_get_contact_groupRetrieves a specific contact group by using a unique contact group Id
xero_contacts_get_contact_groupsRetrieves the contact Id and name of each contact group
xero_contacts_get_contactsRetrieves all contacts in a Xero organisation
xero_contacts_get_tracking_categoriesRetrieves tracking categories and options
xero_contacts_get_tracking_categoryRetrieves specific tracking categories and options using a unique tracking category Id
xero_contacts_update_contactUpdates a specific contact in a Xero organisation
xero_contacts_update_contact_groupUpdates a specific contact group
xero_contacts_update_or_create_contactsUpdates or creates one or more contacts in a Xero organisation
xero_contacts_update_tracking_categoryUpdates a specific tracking category
xero_contacts_update_tracking_optionsUpdates a specific option for a specific tracking category

xero_contacts_create_contact_group

Creates a contact group Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
ContactGroupsobject[]NoContact Groups

xero_contacts_create_contact_group_contacts

Creates contacts to a specific contact group Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
ContactGroupIDstringYesUnique identifier for a Contact Group
Contactsobject[]NoThe contacts value
paginationobjectNoThe pagination value
Warningsobject[]NoDisplays array of warning messages from the API

xero_contacts_create_contacts

Creates multiple contacts (bulk) in a Xero organisation Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
summarizeErrorsbooleanNoIf false return 200 OK and mix of successfully created objects and any with validation errors
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
Contactsobject[]NoThe contacts value
paginationobjectNoThe pagination value
Warningsobject[]NoDisplays array of warning messages from the API

xero_contacts_create_tracking_category

Create tracking categories Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
NamestringNoThe name of the tracking category e.g. Department, Region (max length = 100)
OptionstringNoThe option name of the tracking option e.g. East, West (max length = 100)
Optionsobject[]NoSee Tracking Options
StatusstringNoThe status of a tracking category
TrackingCategoryIDstringNoThe Xero identifier for a tracking category e.g. 297c2dc5-cc47-4afd-8ec8-74990b8761e9
TrackingOptionIDstringNoThe Xero identifier for a tracking option e.g. dc54c220-0140-495a-b925-3246adc0075f

xero_contacts_create_tracking_options

Creates options for a specific tracking category Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
TrackingCategoryIDstringYesUnique identifier for a TrackingCategory
NamestringNoThe name of the tracking option e.g. Marketing, East (max length = 100)
StatusstringNoThe status of a tracking option
TrackingOptionIDstringNoThe Xero identifier for a tracking option e.g. ae777a87-5ef3-4fa0-a4f0-d10e1f13073a

xero_contacts_delete_contact_group_contact

Deletes a specific contact from a contact group using a unique contact Id Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
ContactGroupIDstringYesUnique identifier for a Contact Group
ContactIDstringYesUnique identifier for a Contact

xero_contacts_delete_contact_group_contacts

Deletes all contacts from a specific contact group Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
ContactGroupIDstringYesUnique identifier for a Contact Group

xero_contacts_delete_tracking_category

Deletes a specific tracking category Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
TrackingCategoryIDstringYesUnique identifier for a TrackingCategory

xero_contacts_delete_tracking_options

Deletes a specific option for a specific tracking category Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
TrackingCategoryIDstringYesUnique identifier for a TrackingCategory
TrackingOptionIDstringYesUnique identifier for a Tracking Option

xero_contacts_get_contact

Retrieves a specific contacts in a Xero organisation using a unique contact Id Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
ContactIDstringYesUnique identifier for a Contact

xero_contacts_get_contact_by_contact_number

Retrieves a specific contact by contact number in a Xero organisation Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
ContactNumberstringYesThis field is read only on the Xero contact screen, used to identify contacts in external systems (max length = 50).

xero_contacts_get_contact_cissettings

Retrieves CIS settings for a specific contact in a Xero organisation Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
ContactIDstringYesUnique identifier for a Contact

xero_contacts_get_contact_group

Retrieves a specific contact group by using a unique contact group Id Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
ContactGroupIDstringYesUnique identifier for a Contact Group

xero_contacts_get_contact_groups

Retrieves the contact Id and name of each contact group Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
wherestringNoFilter by an any element
orderstringNoOrder by an any element

xero_contacts_get_contacts

Retrieves all contacts in a Xero organisation Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
If-Modified-SincestringNoOnly records created or modified since this timestamp will be returned
wherestringNoFilter by an any element
orderstringNoOrder by an any element
IDsstring[]NoFilter by a comma separated list of ContactIDs. Allows you to retrieve a specific set of contacts in a single call.
pageintegerNoe.g. page=1 - Up to 100 contacts will be returned in a single API call.
includeArchivedbooleanNoe.g. includeArchived=true - Contacts with a status of ARCHIVED will be included in the response
summaryOnlybooleanNoUse summaryOnly=true in GET Contacts and Invoices endpoint to retrieve a smaller version of the response object. This returns only lightweight fields, excluding computation-heavy fields from the response, making the API calls quick and efficient.
searchTermstringNoSearch parameter that performs a case-insensitive text search across the Name, FirstName, LastName, ContactNumber and EmailAddress fields.
pageSizeintegerNoNumber of records to retrieve per page

xero_contacts_get_tracking_categories

Retrieves tracking categories and options Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
wherestringNoFilter by an any element
orderstringNoOrder by an any element
includeArchivedbooleanNoe.g. includeArchived=true - Categories and options with a status of ARCHIVED will be included in the response

xero_contacts_get_tracking_category

Retrieves specific tracking categories and options using a unique tracking category Id Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
TrackingCategoryIDstringYesUnique identifier for a TrackingCategory

xero_contacts_update_contact

Updates a specific contact in a Xero organisation Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
ContactIDstringYesUnique identifier for a Contact
Contactsobject[]NoThe contacts value
paginationobjectNoThe pagination value
Warningsobject[]NoDisplays array of warning messages from the API

xero_contacts_update_contact_group

Updates a specific contact group Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
ContactGroupIDstringYesUnique identifier for a Contact Group
ContactGroupsobject[]NoContact Groups

xero_contacts_update_or_create_contacts

Updates or creates one or more contacts in a Xero organisation Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
summarizeErrorsbooleanNoIf false return 200 OK and mix of successfully created objects and any with validation errors
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
Contactsobject[]NoThe contacts value
paginationobjectNoThe pagination value
Warningsobject[]NoDisplays array of warning messages from the API

xero_contacts_update_tracking_category

Updates a specific tracking category Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
TrackingCategoryIDstringYesUnique identifier for a TrackingCategory
NamestringNoThe name of the tracking category e.g. Department, Region (max length = 100)
OptionstringNoThe option name of the tracking option e.g. East, West (max length = 100)
Optionsobject[]NoSee Tracking Options
StatusstringNoThe status of a tracking category
TrackingOptionIDstringNoThe Xero identifier for a tracking option e.g. dc54c220-0140-495a-b925-3246adc0075f

xero_contacts_update_tracking_options

Updates a specific option for a specific tracking category Parameters:
ParameterTypeRequiredDefaultDescription
xero-tenant-idstringYesXero identifier for Tenant
Idempotency-KeystringNoThis allows you to safely retry requests without the risk of duplicate processing. 128 character max.
TrackingCategoryIDstringYesUnique identifier for a TrackingCategory
TrackingOptionIDstringYesUnique identifier for a Tracking Option
NamestringNoThe name of the tracking option e.g. Marketing, East (max length = 100)
StatusstringNoThe status of a tracking option