Contacts
Overview
A contact is an individual or company that buys or sells goods or services from a business. Commonly referred to a customer on a corresponding invoice or a vendor for a bill
The Contacts Data Model simplifies the handling and retrieval of contact-related information across various accounting platforms.
- Unified contact properties: The model unifies essential contact details, such as name, contact person, currency, and tax number, enabling easier access and management of contact data from different platforms.
- Comprehensive contact information: Contacts can include associated data like contact persons, phone numbers, addresses, and external links for a more detailed representation of each contact.
- Status tracking: The model supports tracking the status of each contact, with values like
ACTIVE,ARCHIVED, andUNKNOWN, facilitating better organisation and reporting.
Attributes
Properties Supported
| Property | Type | Description |
|---|---|---|
| platform_id | string | The Platform’s ID for the contact |
| name | string | Name of the customer on the accounting platform |
| contact_name | string | Name of the contact person for the contact |
| contact_type | enum | The type of customer. Values are either CUSTOMER or VENDOR |
| currency | string | The ISO-4217 currency code |
| tax_number | string | Contact’s tax number |
| registration_number | string | Contact’s identifying number |
| status | enum | The status of the customer. Values are: ACTIVE, ARCHIVED, UNKNOWN |
| contact_persons | Contact Person | List of contacts stored for the contact. |
| external_links | External Link | The external links associated with the contact |
| phone_numbers | Phone Number | The phone numbers associated with the contact |
| addresses | Address | The addresses associated with the contact |
| updated_at | date | The last ISO 8601 timestamp at which the data was updated |