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API Methods
GET /api.xro/2.0/contact
Gets a contact record for a specific Xero organisation
result = gateway.get_contact_by_id(contact_id)
contact = result.contact if result.success?GET /api.xro/2.0/contact
Gets a contact record for a specific Xero organisation
gateway.get_contact_by_number(contact_number)GET /api.xro/2.0/contacts
Gets all contact records for a particular Xero customer.
gateway.get_contacts(:type => :all, :sort => :name, :direction => :desc)
gateway.get_contacts(:type => :all, :modified_since => 1.month.ago) # modified since 1 month agoPUT /api.xro/2.0/contact or POST /api.xro/2.0/contact
Saves a contact record for a particular Xero customer.
contact = gateway.build_contact
contact.name = "The contact's name"
contact.email = "[email protected]"
contact.phone.number = "555 123 4567"
contact.address.line_1 = "LINE 1 OF THE ADDRESS"
contact.address.line_2 = "LINE 2 OF THE ADDRESS"
contact.address.city = "WELLINGTON"
contact.address.region = "WELLINGTON"
contact.address.country = "NEW ZEALAND"
contact.address.post_code = "6021"
contact.save Creates a list of contacts or updates them if they have a matching
contact_id, contact_number or name.
This method uses only a single API request to create/update multiple
contacts.
contacts = [XeroGateway::Contact.new(:name => 'Joe Bloggs'), XeroGateway::Contact.new(:name => 'Jane Doe')]
result = gateway.update_contacts(contacts)
Gets an invoice record for a specific Xero organisation by either id or number
gateway.get_invoice(invoice_id_or_number)
Gets all invoice records for a particular Xero customer.
gateway.get_invoices
gateway.get_invoices(:modified_since => 1.month.ago) # modified since 1 month ago
Inserts an invoice for a specific organization in Xero (Currently only adding new invoices is allowed).
Invoice and line item totals are calculated automatically.
invoice = gateway.build_invoice({
:invoice_type => "ACCREC",
:due_date => 1.month.from_now,
:invoice_number => "YOUR INVOICE NUMBER",
:reference => "YOUR REFERENCE (NOT NECESSARILY UNIQUE!)",
:line_amount_types => "Inclusive" # "Inclusive", "Exclusive" or "NoTax"
})
invoice.contact.name = "THE NAME OF THE CONTACT"
invoice.contact.phone.number = "12345"
invoice.contact.address.line_1 = "LINE 1 OF THE ADDRESS"
line_item = XeroGateway::LineItem.new(
:description => "THE DESCRIPTION OF THE LINE ITEM",
:account_code => 200,
:unit_amount => 1000
)
line_item.tracking << XeroGateway::TrackingCategory.new(:name => "tracking category", :options => "tracking option")
invoice.line_items << line_item
invoice.create
Updates an existing invoice record.
invoice_retrieved_from_xero.due_date = Date.today
invoice_retrieved_from_xero.save
Inserts multiple invoices for a specific organization in Xero (currently
only adding new invoices is allowed).
This method uses only a single API request to create/update multiple
contacts.
invoices = [XeroGateway::Invoice.new(...), XeroGateway::Invoice.new(...)]
result = gateway.create_invoices(invoices)
Gets an credit_note record for a specific Xero organisation
gateway.get_credit_note_by_id(credit_note_id)
Gets a credit note record for a specific Xero organisation
gateway.get_credit_note_by_number(credit_note_number)
Gets all credit note records for a particular Xero customer.
gateway.get_credit_notes
gateway.get_credit_notes(:modified_since => 1.month.ago) # modified since 1 month ago
Inserts a credit note for a specific organization in Xero (Currently only adding new credit notes is allowed).
CreditNote and line item totals are calculated automatically.
credit_note = gateway.build_credit_note({
:credit_note_type => "ACCRECCREDIT",
:credit_note_number => "YOUR CREDIT NOTE NUMBER",
:reference => "YOUR REFERENCE (NOT NECESSARILY UNIQUE!)",
:line_amount_types => "Inclusive" # "Inclusive", "Exclusive" or "NoTax"
})
credit_note.contact.name = "THE NAME OF THE CONTACT"
credit_note.contact.phone.number = "12345"
credit_note.contact.address.line_1 = "LINE 1 OF THE ADDRESS"
credit_note.add_line_item({
:description => "THE DESCRIPTION OF THE LINE ITEM",
:unit_amount => 1000,
:tax_amount => 125,
:tracking_category => "THE TRACKING CATEGORY FOR THE LINE ITEM",
:tracking_option => "THE TRACKING OPTION FOR THE LINE ITEM"
})
credit_note.create
Inserts multiple credit notes for a specific organization in Xero
(currently only adding new credit notes is allowed).
This method uses only a single API request to create/update multiple
contacts.
credit_notes = [XeroGateway::CreditNote.new(...), XeroGateway::CreditNote.new(...)]
result = gateway.create_credit_notes(credit_notes)
Gets all accounts for a specific organization in Xero.
gateway.get_accounts
For more advanced (and cached) access to the accounts list, use the following.
accounts_list = gateway.get_accounts_list
Finds account with code of '200'
sales_account = accounts_list.find_by_code(200)
Finds all EXPENSE accounts. For a list of valid account types see
XeroGateway::Account::TYPE
all_expense_accounts = accounts_list.find_all_by_type('EXPENSE')
Finds all accounts with tax_type == 'OUTPUT'. For a list of valid tax
types see XeroGateway::Account::TAX_TYPE
all_output_tax_accounts = accounts_list.find_all_by_tax_type('OUTPUT')
Gets all tracking categories and their options for a specific organization in Xero.
gateway.get_tracking_categories
Retrieves organisation details for the authorised application.
gateway.get_organisation.organisation
Retrieves currencies in use for the authorised application.
gateway.get_currencies.currencies
Retrieves Tax Rates in use for the authorised application.
gateway.get_tax_rates.tax_rates