Clients

Return a list of all clients.

Select

The adapter will use the Xero WorkflowMax 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.
Name supports 'CONTAINS'.

UUID column 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 Clients WHERE UUID='9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Clients WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '446ddb14-4084-48fc-83bd-76b89125450a')
SELECT * FROM Clients WHERE CONTAINS(Name, 'Brian')
SELECT * FROM Clients WHERE ModifiedSince='2012-06-05T06:00:00'

Insert

Name is required to insert. The following query creates a new Clients:

INSERT INTO Clients (Name) VALUES ('some name')

Update

You can update by specifying the Clients UUID:

UPDATE Clients SET Name='Arnold' WHERE UUID='9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Delete

Delete a Client by specifying the Client UUID:

DELETE FROM Clients WHERE UUID='9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Archive a Client by specifying the Client UUID and setting Archive=true:

DELETE FROM Clients WHERE UUID='9d382fcf-7013-4d97-8dd8-c08e8b26a0b2' AND Archive=true

Columns

Name	Type	ReadOnly	Description
UUID [KEY]	String	True	The Id of the client.
Name	String	False	The name of the client.
Email	String	False	The email of the client.
Address	String	False	The address of the client.
City	String	False	The city where the client is located.
Region	String	False	The region where the client is located.
PostCode	String	False	The postal code of where the client is located.
Country	String	False	The country where the client is located.
PostalAddress	String	False	The address of the postal office.
PostalCity	String	False	The city where the postal office is located.
PostalRegion	String	False	The region where the postal office is located.
PostalPostCode	String	False	The postal code of the postal office.
PostalCountry	String	False	The country where the postal office is located.
Phone	String	False	The phone number of the client.
Fax	String	False	The fax number of the client.
Website	String	False	The website associated with the client.
ReferralSource	String	False	Source the client was referred by.
ExportCode	String	False	The export code (such as an account code / tax code) associated with the client.
IsProspect	String	False	Determines if the client is a potential customer
AccountManagerUUID	String	False	Optional - ID of staff member.
AccountManagerName	String	True	Name of staff member.
TypeName	String	True	The type of client
TypeCostMarkup	String	True	The markup % of the type of client
TypePaymentTerm	String	True	The payment terms of the type of client
TypePaymentDay	String	True	The payment day / number of days of the type of client
FirstName	String	False	Optional for individuals, firstname of the individual
LastName	String	False	Optional for individuals, LastName of the individual
OtherName	String	False	Optional for individuals, OtherName of the individual
DateOfBirth	Datetime	False	Optional for individuals, date of birth of the individual
BillingClientUUID	String	False	Used in cases where the client is different than the billing client.
BillingClientName	String	False	Billing client name.
JobManagerUUID	String	False	optional - ID of staff member
JobManagerName	String	True	Name of staff member.
TaxNumber	String	False	Identifying number used for tax purposes
CompanyNumber	String	False	The company registration number.
BusinessNumber	String	False	Name of Business Structure (as per Admin)
BalanceMonth	String	False	e.g. Jan, 1, Feb, 2, Mar, 3 etc
PrepareGST	String	False	Yes or No
GSTRegistered	String	False	Yes or No
GSTPeriod	String	False	1, 2, 6
GSTBasis	String	False	Invoice, Payment, Hybrid
ProvisionalTaxBasis	String	False	Standard Option, Estimate Option, Ratio Option
ProvisionalTaxRatio	String	False	Tax ratio for the client when the Ratio option is selected for ProvisionalTaxBasis.
SignedTaxAuthority	String	False	Yes or No (NZ clients only)
TaxAgent	String	False	Name of Tax Agent (as per Admin) (NZ clients only)
AgencyStatus	String	False	With EOT, Without EOT, Unlinked (NZ clients only)
ReturnType	String	False	IR3, IR3NR, IR4, IR6, IR7, IR9, PTS (NZ clients only)
PrepareActivityStatement	String	False	Yes or No (AU clients only)
PrepareTaxReturn	String	False	Yes or No (AU clients only)

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name	Type	Description
ModifiedSince	String	Used for filtering clients from their last time modified.
Archive	Boolean	Used for archiving a Client not deleting it completely