Contacts are shared across the entire system and are used to send event notifications, to determine ship-to/bill-to, pay-to/return-to addresses in Order Entry and Purchasing transactions, and to determine tax on transactions.
Get Contact Object Definition
lookup
List all the fields and relationships for the contact object:
Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
select
Required
sequence
The names of the fields that you want included in the response, and an optional aggregate function such as count or sum. Returning all fields is not supported.
orderby
Optional
object
Provide an order element with a field name and choose an ascending or descending sort order, for example: <order> <field>RECORDNO</field> <descending/> </order>
Set the caseinsensitive element to true for a case-insensitive query <caseinsensitive>true</caseinsensitive>
In a multi-entity company, set the showprivate element to true to query data in private entities: <showprivate>true</showprivate>
Specify the returnformat for the response: xml (default), json, or csv <returnformat>json</returnformat>
pagesize
Optional
integer
Maximum number of matching objects to return in the response, between 1 and 2000 items (Default: 100)
offset
Optional
integer
Point at which to start indexing into records (Default: 0)
Query and List Contacts (Legacy)
readByQuery
Parameters
Name
Required
Type
Description
object
Required
string
Use CONTACT
fields
Optional
string
Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query
Required
string
SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize
Optional
integer
Custom page size between 1 and 1000 items (Default: 100)
Get Contact
read
Parameters
Name
Required
Type
Description
object
Required
string
Use CONTACT
keys
Required
string
Comma-separated list of contact RECORDNO to get
fields
Optional
string
Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value. For best performance and predictability, limit the number of fields.
returnFormat
Optional
string
Data format for the response body:
xml (default)
json
csv
Get Contact by ID
readByName
Parameters
Name
Required
Type
Description
object
Required
string
Use CONTACT
keys
Required
string
Comma-separated list of CONTACTNAME to get
fields
Optional
string
Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value. For best performance and predictability, limit the number of fields.
returnFormat
Optional
string
Data format for the response body:
xml (default)
json
csv
Create Contact
create
Parameters
Name
Required
Type
Description
CONTACT
Required
object
Object to create
CONTACT
Name
Required
Type
Description
CONTACTNAME
Required
string
Contact name to create
PRINTAS
Required
string
Print as
COMPANYNAME
Optional
string
Company name
TAXABLE
Optional
boolean
Taxable. Use false for No, true for Yes. (Default: true)
TAXGROUP
Optional
string
Contact tax group name
PREFIX
Optional
string
Prefix
FIRSTNAME
Optional
string
First name
LASTNAME
Optional
string
Last name
INITIAL
Optional
string
Middle name
PHONE1
Optional
string
Primary phone number
PHONE2
Optional
string
Secondary phone number
CELLPHONE
Optional
string
Cellular phone number
PAGER
Optional
string
Pager number
FAX
Optional
string
Fax number
EMAIL1
Optional
string
Primary email address
EMAIL2
Optional
string
Secondary email address
URL1
Optional
string
Primary URL
URL2
Optional
string
Secondary URL
STATUS
Optional
string
Status. Use active for Active or inactive for Inactive (Default: active)
MAILADDRESS
Optional
object
Mail address
TAXSCHEDULE
Optional
object
You can assign a default tax schedule for a contact. When you create an AP or AR transaction, the tax details from the assigned schedule are used as the default for the AP or AR line entry. The tax details can be overridden through the UI
TAXSOLUTIONID
Optional
string
Tax solution. Required if providing Tax Schedule
MAILADDRESS
Name
Required
Type
Description
ADDRESS1
Optional
string
Address line 1
ADDRESS2
Optional
string
Address line 2
ADDRESS3
Optional
string
Address line 3
CITY
Optional
string
City
STATE
Optional
string
State/province
ZIP
Optional
string
Zip/postal code
COUNTRY
Optional
string
Country
COUNTRYCODE
Optional
string
ISO country code. When ISO country codes are enabled in a company, both COUNTRY and COUNTRYCODE must be provided.
Create Contact (Legacy)
create_contact
Parameters
Name
Required
Type
Description
contactname
Required
string
Contact name to create
printas
Required
string
Print as
companyname
Optional
string
Company name
taxable
Optional
boolean
Taxable. Use false for No, true for Yes. (Default: true)
taxgroup
Optional
string
Contact tax group name
prefix
Optional
string
Prefix
firstname
Optional
string
First name
lastname
Optional
string
Last name
initial
Optional
string
Middle name
phone1
Optional
string
Primary phone number
phone2
Optional
string
Secondary phone number
cellphone
Optional
string
Cellular phone number
pager
Optional
string
Pager number
fax
Optional
string
Fax number
email1
Optional
string
Primary email address
email2
Optional
string
Secondary email address
url1
Optional
string
Primary URL
url2
Optional
string
Secondary URL
status
Optional
string
Status. Use active for Active or inactive for Inactive (Default: active)
mailaddress
Optional
object
Mail address
taxid
Optional
string
Tax ID
taxschedule
Optional
string
You can assign a default tax schedule for a contact. When you create an AP or AR transaction, the tax details from the assigned schedule are used as the default for the AP or AR line entry. The tax details can be overridden through the UI
taxsolutionid
Optional
string
Tax solution. Required if providing Tax Schedule
mailaddress
Name
Required
Type
Description
address1
Optional
string
Address line 1
address2
Optional
string
Address line 2
address3
Optional
string
Address line 3
city
Optional
string
City
state
Optional
string
State/province
zip
Optional
string
Zip/postal code
country
Optional
string
Country
countrycode
Optional
string
ISO country code. When ISO country codes are enabled in a company, both country and countrycode must be provided.
latitude
Optional
string
Latitude
longitude
Optional
string
Longitude
Update Contact
update
Parameters
Name
Required
Type
Description
CONTACT
Optional
object
Object to update
CONTACT
Name
Required
Type
Description
RECORDNO
Optional
integer
Record number of contact to update. Required if not using CONTACTNAME.
CONTACTNAME
Optional
string
Contact name. Required if not using RECORDNO.
PRINTAS
Optional
string
Print as
COMPANYNAME
Optional
string
Company name
TAXABLE
Optional
boolean
Taxable. Use false for No, true for Yes. (Default: true)
TAXGROUP
Optional
string
Contact tax group name
PREFIX
Optional
string
Prefix
FIRSTNAME
Optional
string
First name
LASTNAME
Optional
string
Last name
INITIAL
Optional
string
Middle name
PHONE1
Optional
string
Primary phone number
PHONE2
Optional
string
Secondary phone number
CELLPHONE
Optional
string
Cellular phone number
PAGER
Optional
string
Pager number
FAX
Optional
string
Fax number
EMAIL1
Optional
string
Primary email address
EMAIL2
Optional
string
Secondary email address
URL1
Optional
string
Primary URL
URL2
Optional
string
Secondary URL
STATUS
Optional
string
Status. Use active for Active otherwise use inactive for Inactive (Default: active)
MAILADDRESS
Optional
object
Mail address
TAXSCHEDULE
Optional
object
You can assign a default tax schedule for a contact. When you create an AP or AR transaction, the tax details from the assigned schedule are used as the default for the AP or AR line entry. The tax details can be overridden through the UI
TAXSOLUTIONID
Optional
string
Tax solution. Required if providing Tax Schedule
MAILADDRESS
Name
Required
Type
Description
ADDRESS1
Optional
string
Address line 1
ADDRESS2
Optional
string
Address line 2
ADDRESS3
Optional
string
Address line 3
CITY
Optional
string
City
STATE
Optional
string
State/province
ZIP
Optional
string
Zip/postal code
COUNTRY
Optional
string
Country
COUNTRYCODE
Optional
string
ISO country code. When ISO country codes are enabled in a company, both COUNTRY and COUNTRYCODE must be provided.
Update Contact (Legacy)
update_contact
Parameters
Name
Required
Type
Description
contactname
Required
string
Contact name to update
printas
Required
string
Print as
companyname
Optional
string
Company name
taxable
Optional
boolean
Taxable. Use false for No, true for Yes. (Default: true)
taxgroup
Optional
string
Contact tax group name
prefix
Optional
string
Prefix
firstname
Optional
string
First name
lastname
Optional
string
Last name
initial
Optional
string
Middle name
phone1
Optional
string
Primary phone number
phone2
Optional
string
Secondary phone number
cellphone
Optional
string
Cellular phone number
pager
Optional
string
Pager number
fax
Optional
string
Fax number
email1
Optional
string
Primary email address
email2
Optional
string
Secondary email address
url1
Optional
string
Primary URL
url2
Optional
string
Secondary URL
status
Optional
string
Status. Use active for Active or inactive for Inactive (Default: active)
mailaddress
Optional
object
Mail address
taxid
Optional
string
Tax ID
taxsolutionid
Optional
string
Tax solution. Required if providing Tax Schedule
taxschedule
Optional
string
You can assign a default tax schedule for a contact. When you create an AP or AR transaction, the tax details from the assigned schedule are used as the default for the AP or AR line entry. The tax details can be overridden through the UI
mailaddress
Name
Required
Type
Description
address1
Optional
string
Address line 1
address2
Optional
string
Address line 2
address3
Optional
string
Address line 3
city
Optional
string
City
state
Optional
string
State/province
zip
Optional
string
Zip/postal code
country
Optional
string
Country
countrycode
Optional
string
ISO country code. When ISO country codes are enabled in a company, both country and countrycode must be provided.
latitude
Optional
string
Latitude
longitude
Optional
string
Longitude
Delete Contact
delete
Parameters
Name
Required
Type
Description
object
Required
string
Use CONTACT
keys
Required
string
Comma-separated list of contact RECORDNO to delete