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Method | Description |
---|---|
GET list | Return a list of all client groups |
GET get/[uuid] | Detailed information for a specific client group |
POST add | Add a client group |
PUT members | Manage the members of a client group |
POST delete | Delete a client group |
Return a list of all client groups
https://api.xero.com/workflowmax/3.0/clientgroup.api/list
<Response>
<Status>OK</Status>
<Groups>
<Group>
<UUID>e873137a-7e07-49a0-8987-130e7418ad34</UUID>
<Name>Bloggs Family</Name>
<Taxable>Yes</Taxable> <!-- Returned if the Practice Management module is enabled -->
</Group>
<Group>
<UUID>892049ff-74d9-4aec-9a8a-e6412e997e4b</UUID>
<Name>Smith Family</Name>
<Taxable>No</Taxable> <!-- Returned if the Practice Management module is enabled -->
</Group>
</Groups>
</Response>
Detailed information for a specific client group
https://api.xero.com/workflowmax/3.0/clientgroup.api/get/e873137a-7e07-49a0-8987-130e7418ad34
<Response>
<Status>OK</Status>
<Group>
<UUID>e873137a-7e07-49a0-8987-130e7418ad34</UUID>
<Name>Bloggs Family</Name>
<Taxable>Yes</Taxable> <!-- Returned if the Practice Management module is enabled -->
<Clients>
<Client>
<UUID>90208797-a4d6-48f3-9b77-c585aeb0473c</UUID>
<Name>Jo Bloggs</Name>
</Client>
<Client>
<UUID>eaa6b85b-5555-4934-aa5e-63dd285b9360</UUID>
<Name>Bloggs Widget Ltd</Name>
</Client>
<Clients>
</Group>
</Response>
Add a client group
https://api.xero.com/workflowmax/3.0/clientgroup.api/add
<Group>
<Name>Smith Group</Name> <!-- Name of Group-->
<Taxable>No</Name> <!-- Optional taxable group setting for Practice Manager users-->
<ClientUUID>12345678-5555-4934-aa5e-63dd285b9360</ClientUUID> <!-- Client to add to group -->
</Group>
The response will include the detailed information of the client group as per the GET get/[identifier] method
Manage the members of a client group
https://api.xero.com/workflowmax/3.0/clientgroup.api/members
<Group>
<UUID>c55793da-1cfd-4baf-86b3-89a246565721</UUID> <!-- UUID of Group to add client to-->
<add uuid="9b23fbf5-aea0-467d-b2e8-a80be2e73237" /> <!-- UUID of client to add to group -->
<remove uuid="8af0464b-bc6c-4b0f-81f6-39df43286ec7" /> <!-- UUID of client to remove from group -->
</Group>
The response will include the detailed information of the client group as per the GET get/[identifier] method
Delete a client group
https://api.xero.com/workflowmax/3.0/clientgroup.api/delete
<Group>
<UUID>c55793da-1cfd-4baf-86b3-89a246565721</UUID>
</Group>