They are answered by the XTRF community and our experts


Client Pricing support

Karl 6 months ago in API updated 5 months ago 2

Maybe I'm just not finding the API support that I'm looking for, but there appears to be very little API coverage for Client (customer) language pricing related items. 

E.g., how would I assign a pricing profile (list?) to a client? How to configure TM rates, type to a client? Where is the API support for providing new pricing profiles to the system? I could go on, but I get the impression this is a woefully under supported area through the API abilities.


Petit improvement to Google Sheets Add-on & learning from it

Jose Uribe 1 year ago in API updated 1 year ago 6

Dear XTRF team and community,

I love the Google Sheets XTRF Add-on, and it would be great if:

1. You add to the "Autorefresh" option the possibility of defining the frequency of autorefresh. Currently is every hour, and would be awsome if that value could be entered by the user, or at least having some options, like: every 1, 6, 12, 24, 72 hours.

2. Also, if possible, would like to learn what would be the ideal combination of API requests for recreating the behavior that the Add-on performs? I am needing to do this to customise a bit my use of it and would really appreciate your guidance in this.



Tipalti to handle vendor payments - API?

Meghan Cooper 2 years ago in API updated 2 years ago 2

Wondering if anyone has experience working with this third party to handle vendor payments, and if you could share any experience using it and/or integrating with XTRF with the API. It seems possible, but I'm not sure. 


Obtaining Custom field definition through API

Karl 2 years ago in API updated by Dennis Rosenbaum 2 years ago 3

Searching through the API swagger, I'm not finding anything that would appear to give me the ability to query for custom field definitions. For example, a select list with name X that has N number options with the value/label pairs of Y[]

Is there anything like this?


From and Reply-to email address

ellen digby 4 years ago in API updated by Marcin Jakubowski 4 years ago 1

Has anybody had any success in setting up their emails to enable changing the XTRF setting "Set sender email address in" to "From and Reply-to"? This is so that emails to our clients and providers appear to come from the sender of the email (as set in the email template), rather than from our one main email address. I know that it requires settings changes in the email client itself rather than XTRF (in our case we use Outlook) - does anybody have any insight on how to do this? I am going to contact Outlook support but thought I would check here first.

Thank you!


Quick Books Online API / HELP

Andres Echeverri 4 years ago in API 0

Hi all, has anyone been successful running the QBO integration for AR and AP? We have made some limited progress and would like to see if there's hope at the end of the tunnel.


Change Job deadline for smart project

István Lengyel (BeLazy) 4 years ago in API updated by Dennis Rosenbaum 4 years ago 2

The API supports data manipulation functions on jobs in smart projects, like "PUT /v2/jobs/{jobId}/status" but there is no way to change the job's deadline with the API. Since deadline is an important information it would be great if we could also manipulate it via the API.

Under review

Is it possible to log an e-mail sent outside XTRF?

Aly 4 years ago in API updated 4 years ago 2

Some platforms such as Salesforce have a function where you copy a code from Salesforce in the form of an e-mail, e.g. "" and then if you add that to the Bcc of an outgoing e-mail, it automatically logs the e-mail you send into the appropriate client within your Salesforce portal.

Does XTRF have a similar function or do I have to send e-mails from within XTRF if I want them logged within a client's profile?


XTRF will only track the emails sent to the addresses known to it, if you track a mailbox through it (basically, you would let XTRF in your inbox to enable it scan for XTRF-related contents), or use its own CRM module. 


How to get details (unit, quantity, price) from customer invoice api?

erika hohn 5 years ago in API updated by mark 4 years ago 9

I can't get details about the jobs using customer invoice api. I need information as unit, quantity and price and not only the total gross.


GitHub and XTRF Integration

Kenneth Larmer 5 years ago in API updated by Jose Uribe 2 years ago 6


Has anyone integrating XTRF with GitHub?

We have a client inquiring about the integration and I’m wondering if anyone has had any success with this?

Thanks in advance,