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Documentation Library
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Have questions about this site?
What is this site?
- This website is Hornbill's new product documentation website and is currently under development.
- It is intended that all existing and future public-facing documentation we produce will be available to search, browse and share.
- Hornbill's current documentation is available at Hornbill Wiki but over time this content will be migrated to this documentation site.
- Please feel free to have a look around at any time.
Why has Hornbill created this site?
- Hornbill's products have moved on considerably since we introduced it almost 10 years ago. At the time, the MediaWiki tool was sufficient, but we have outgrown it.
- Our customers are more enterprise focused and more self-sufficient than ever before, so for 2023 and beyond we have established a new documentation platform and team to drive our documentation initiative forwards.
- We are aiming to deprecate the use of Hornbill Wiki for most Hornbill related documentation.
- We want to enable our growing partner network with product resources and information, documentation beyond our Wiki approach is required.
- We could definitely do with some help, and may even pay for some! If you have domain knowledge and would like to help, please check out our Hornbill Docs Contributor Guide and contact the Hornbill docs team at docs@hornbill.com.
What will this site be good for?
- Community contribution will be facilitated, encouraged, and most welcome.
- High quality documentation, will be kept up to date as rapidly as our products evolve.
- Real-time content search and discovery.
- Articles organized into books, books into libraries, creating a more natural and logical structure to our documentation.
- Legacy API documentation and various other documentation sources will all be consolidated into a single unified documentation system.
- Documentation available in browser as well as printable/viewable as PDF on demand.
- Personalized documentation experience, allowing dark/light mode, article subscriptions, social media sharing and other useful features.
- Almost all publicly available documentation on docs.hornbill.com will be open-source and available to fork on GitHub, allowing customers to derive their own custom documentation around Hornbill products should they wish to.
What is the timeline for this site?
- We have taken the decision to publish and make available early, there is very little content at this time.
- As and when we have completed/usable documentation, it will be published here.
- We have a host of additional features we wish to add over time, so please watch this space.
- We expect most of our existing documentation should be reviewed/migrated to docs.hornbill.com over the coming months.
- The documentation project will be ongoing, will continue to expand, evolve and improve day-by-day.
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Operation Information
Updates a Contact’s details from Xero.
This is a Premium Integration.
Authentication
This operation requires authentication, the details of which can be securely stored on your instance in a KeySafe Key of type Xero.
To create a key of this type:
- In the Configuration area of your Hornbill instance, navigate to Platform Configuration > Security > KeySafe;
- Click on the + Create New Key button;
- On the resulting Create New Key form, choose Xero in the Type pick list;
- Give the Xero KeySafe key a Title (this is the name / identifier for the Xero account as you will see it when using the cloud automation node in your workflows);
- Optionally populate the Description field;
- Click the Create Key button to create your new key;
- Once the Key is created, you will need to connect to the target service, and your account, in order to authorize the connector app access to the listed operations. Click the Connect button and you will be redirected to the service provider in a popup window;
- Log in to your account, and then you will be prompted to review the options you are authorizing the Hornbill connector to be allowed to perform using the chosen account;
- Accept the review and you will be returned to your KeySafe key.
Revoking Access
If at any point you wish to revoke access to any of the above accounts from your Hornbill instance, just hit the Revoke button in the relevant KeySafe key(s).
Warning
This will revoke the rights of any existing Cloud Automation Node in your Hornbill Workflows that are using the revoked Xero account, so you will need to manage these workflows accordingly.
Input Parameters
Display Name | ID | Type | Description | Required | Supported Values |
---|---|---|---|---|---|
Tenant ID | tenantId |
string |
The Tenant ID for your system this is essential for Xero API Calls, please select the correct Tenant from the selction provided. | Yes | None provided |
Contact ID | contactId |
string |
The ID of the Contact you would like to update, this can be found in the URL of a record. | Yes | None provided |
Contact Full Name | name |
string |
The name you would like to update the contact with. | Yes | None provided |
Account Number | accountNumber |
string |
An Account Number you would like to associate the Contact with. | No | None provided |
Company Number | companyNumber |
string |
The Company Number associated with Contact. | No | None provided |
Contact Stauts | contactStatus |
string |
The Status of the Contact | No | Active, Archived, GDPR Request |
Email Address | email |
string |
The Contact’s Email Address | No | None provided |
Phone Numbers | phones |
array |
Any contact numbers you would like to create for this Contact. | No | None provided |
Contact Addresses | addresses |
array |
None provided | No | None provided |
Additional Contacts | contactPersons |
array |
Any Additional Contacts | No | None provided |
Default Currency | DefautCurrency |
string |
Please enter the Currecny Code you eould like to be used. For Example: British Pound Sterling - GBP | No | None provided |
Output Parameters
Display Name | ID | Type | Description |
---|---|---|---|
Error Message | error |
string |
Any errors returned by the Voodoo SMS API |
Status Code | status |
string |
The status of the operation: ok / failed |
Providing Organization Name | providerName |
string |
The Name of the organization that provides the Invoice. |
Contact ID | id |
string |
The Contact ID. |
Contact Full Name | name |
string |
The Contact’s full name |
Username | accountNumber |
string |
The Account Number associated with the Contact. |
Email Address | email |
string |
The Email Address associated with the Contact. |
Contact Status | contactStatus |
string |
The stauts of the Contact. |
Contact is listed as a Supplier | supplier |
string |
This marks the Contact as a confirmed Supplier within Xero. |
Contact is listed as a Customer | customer |
string |
This marks the Contact as a confirmed Customer within Xero |
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