SSIS Components for Xero WorkflowMax

Build 21.0.8137


Return a list of all client groups


The {i will use the your data source API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

  • UUID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM ClientGroups WHERE UUID = '3cfb9bd0-dac7-40d0-8fb7-db8e23d14bd9'
SELECT * FROM ClientGroups WHERE UUID IN ('c6ec5c2c-2657-4ce3-b035-022c02b9f19e', '5a92d62b-089f-4d28-a4d2-c69692edc41a')


ClientUUID and Name are required to insert. The following query creates a new ClientGroup:

INSERT INTO ClientGroups (Name, ClientUUID, Taxable) VALUES('Clients', '446ddb14-4084-48fc-83bd-76b89125450a', true)


Delete a ClientGroup by specifying the ClientGroup UUID:

DELETE FROM ClientGroups WHERE UUID='c6ec5c2c-2657-4ce3-b035-022c02b9f19e'


Name Type ReadOnly Description
UUID [KEY] String True

The Id of the client group

Name String False

The name of the client group

Taxable String False

Optional taxable group setting for Practice Manager users

ClientUUID String False

Used for creating a ClientGroup as it is required to put at least one client denoted by their Client ID.

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Build 21.0.8137