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Tip

Available from CRM.COM R5.0.0

Table of Contents
maxLevel2

POST access_tokens/show

This method returns information related with an access token. A single access token is returned by each call

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

Access Token identifier  

The identifier of the access token that should be returned as a result. The allowed access token identifier fields are the following:

...

fields_set

(optional)

...

List of Strings, comma separated 

...

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

Response Data

...

Examples

Expand
titleExample 1

HTTP Method: POST

Request:

Body:

Code Block
{
	"token":"641070EA9DF042E48CDA1B6414ACABC5", 
	"access_token_identifier": { "authentication_code" : "CCD4537CA4AD4EE8912FFBAE53110601"}
}

 

Response:

Code Block
themeConfluence
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linenumberstrue
{
       "status":
       {
           "message": "",
           "description": "",
           "code": "OK"
       },
       "data":
       {
           "log_information":
           {
               "updated_date": "2015-05-27T12:03:05",
               "created_date": "2015-02-16T14:23:46",
               "created_by_unit":
               {
                   "community_name": "Internal Community",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "name": "Admin Unit",
                   "group_name": "Main Group",
                   "description": "r1",
                   "alternative_code": "MG"
               },
               "updated_by_unit":
               {
                   "community_name": "Internal Community",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "name": "Admin Unit",
                   "group_name": "Main Group",
                   "description": "r1",
                   "alternative_code": "MG"
               },
               "created_by_user":
               {
                   "person_name": "p_xenopoulou",
                   "username": "p_xenopoulou",
                   "id": "159C17D9C4B1E48DC129FBC701D38438",
                   "email": "p_xenopoulou@crm.com"
               },
               "updated_by_user":
               {
                   "person_name": "MPAdministrator",
                   "username": "MPAdministrator",
                   "id": "1",
                   "email": "sakkascy1986@hotmail.com"
               }
           },
           "reward_participant":
           {
               "accounts_receivable":
               {
                   "account_owner":
                   {
                       "last_name": "Havier",
                       "middle_name": null,
                       "life_cycle_state": "FINANCIAL",
                       "company_profile": null,
                       "title": null,
                       "first_name": "Shemar",
                       "type": "PERSON",
                       "id": "E21381FCC07AB01BAAC3851B6C00FFE5",
                       "name": null,
                       "company_name": null,
                       "demographics":
                       {
                           "gender": null,
                           "passport_issued_by_country": null,
                           "social_security_number": null,
                           "passport_number": null,
                           "industry_sector": null,
                           "name_day":
                           {
                               "month": null,
                               "day": null
                           },
                           "date_of_birth":
                           {
                               "month": null,
                               "day": null,
                               "year": null
                           },
                           "id_number": null,
                           "industry": null,
                           "id_issued_by_country": null
                       }
                   },
                   "life_cycle_state": "ACTIVE",
                   "number": "ACR000418",
                   "id": "8728513FDA0C6919AE007D84938A835B",
                   "name": "Havier 6"
               },
               "number": "28",
               "id": "2432994125F2450EBDF84E00B21C89F0"
           },
           "authentication_code": "CCD4537CA4AD4EE8912FFBAE53110601",
           "accounts_receivable":
           {
               "account_owner":
               {
                   "last_name": "Havier",
                   "middle_name": null,
                   "life_cycle_state": "FINANCIAL",
                   "company_profile": null,
                   "title": null,
                   "first_name": "Shemar",
                   "type": "PERSON",
                   "id": "E21381FCC07AB01BAAC3851B6C00FFE5",
                   "name": "Havier Shemar",
                   "company_name": null,
                   "demographics":
                   {
                       "gender": null,
                       "passport_issued_by_country": null,
                       "social_security_number": null,
                       "passport_number": null,
                       "industry_sector": null,
                       "country_of_residence":
                       {
                           "three_character_code": "USA",
                           "two_character_code": "US",
                           "id": "127",
                           "name": "UNITED STATES",
                           "alternative_code": null
                       },
                       "name_day":
                       {
                           "month": null,
                           "day": null
                       },
                       "date_of_birth":
                       {
                           "month": null,
                           "day": null,
                           "year": null
                       },
                       "id_number": null,
                       "industry": null,
                       "id_issued_by_country": null
                   }
               },
               "life_cycle_state": "ACTIVE",
               "number": "ACR000418",
               "id": "8728513FDA0C6919AE007D84938A835B",
               "name": "Havier 6"
           },
           "life_cycle_state": "EFFECTIVE",
           "identifier": "abc567!",
           "number": "35",
           "id": "CDC003FAB1204830ACED364BA77EC18D"
       }
    
}

GET access_tokens/list

Tip

Available from CRM.COM R8.0.0

This method returns information related with multiple access tokens, which are related either with an accounts receivable or a rewards participant. Multiple access tokens are returned by each call. 

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

accounts_receivable_identifier

(semi-optional)

...

The identifier of the accounts receivable related with the access token. The available accounts receivable identifier fields are the following:

...

rewards_participant_identifier

(semi-optional)

...

The identifier of the rewards participant related with the access token. The available rewards participant identifier fields are the following:

...

classification_identifier

(optional)

...

 The identifier of the access token classification that retrieved access tokens should have. If specified then only access tokens having that classification will be retrieved. The allowed access token classification identifier fields are the following:

...

Tip

Available from CRM.COM R10.0.0

...

number_of_results

(optional)

...

The number of results that can be retrieved through each call

Tip

Available from CRM.COM R13.0.0

...

offset

(optional)

...

Defines the number of entities that should be skipped from the results. If it is set to 0 then none results should be skipped, otherwise the results will begin from the provided offset number

Tip

Available from CRM.COM R13.0.0

...

fields_set

(optional)

...

List of Strings, comma separated 

...

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

Response Data

...

Examples

Expand
titleExample 1

HTTP Method: GET

Request:

 

Response:

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   {
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": [
    {
      "verification_code": null,
      "log_information": {
        "updated_date": "2016-05-20T10:06:08",
        "created_date": "2016-05-19T14:26:53",
        "created_by_unit": {
          "community_name": "Internal Community",
          "id": "48305F8849E3C18B227C5BE3A27BA6DF",
          "name": "Admin Unit",
          "group_name": "Main Group",
          "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
          "alternative_code": "MG"
        },
        "updated_by_unit": {
          "community_name": "Internal Community",
          "id": "48305F8849E3C18B227C5BE3A27BA6DF",
          "name": "Admin Unit",
          "group_name": "Main Group",
          "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
          "alternative_code": "MG"
        },
        "created_by_user": {
          "person_name": "MPAdministrator",
          "username": "MPAdministrator",
          "id": "1",
          "email": "sakkascy1986@hotmail.com"
        },
        "updated_by_user": {
          "person_name": "MPAdministrator",
          "username": "MPAdministrator",
          "id": "1",
          "email": "sakkascy1986@hotmail.com"
        }
      },
      "reward_participant": {
        "accounts_receivable": {
          "account_owner": {
            "last_name": "Andreou",
            "middle_name": null,
            "life_cycle_state": "FINANCIAL",
            "company_profile": null,
            "title": null,
            "first_name": "Kokos",
            "type": "PERSON",
            "id": "32120E4E8518419FA1A017E200F35D8E",
            "name": "Andreou Kokos",
            "company_name": null,
            "demographics": {
              "gender": null,
              "passport_issued_by_country": null,
              "social_security_number": null,
              "passport_number": null,
              "industry_sector": null,
              "country_of_residence": {
                "three_character_code": "CYP",
                "two_character_code": "CY",
                "id": "181",
                "name": "CYPRUS",
                "alternative_code": null
              },
              "name_day": {
                "month": null,
                "day": null
              },
              "date_of_birth": {
                "month": null,
                "day": null,
                "year": null
              },
              "id_number": "9655851",
              "industry": null,
              "id_issued_by_country": null
            }
          },
          "life_cycle_state": "ACTIVE",
          "number": "ACR001018",
          "id": "3D2B233237C9492DB23B1A8D3935AAAA",
          "name": "ACR001018"
        },
        "number": "115",
        "id": "41BDE8D9D1AE4F46A1948C85E5644A66"
      },
      "authentication_code": "pk_test4",
      "life_cycle_state": "EFFECTIVE",
      "verified_date": null,
      "accounts_receivable": null,
      "classification": {
        "id": "FD034DB5BEB34D07A57A4DE075B5F649",
        "name": "PK Main Access Token Classification ",
        "alternative_code": "MATC_2"
      },
      "number": "ACT0000000231",
      "identifier": "pk6@crm.com",
      "id": "33592E8A66A0442FA5B70C077A33010D",
      "verified_by_user": null
    },
    {
      "verification_code": null,
      "log_information": {
        "updated_date": "2016-05-20T10:04:41",
        "created_date": "2016-05-20T10:04:24",
        "created_by_unit": {
          "community_name": "Internal Community",
          "id": "48305F8849E3C18B227C5BE3A27BA6DF",
          "name": "Admin Unit",
          "group_name": "Main Group",
          "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
          "alternative_code": "MG"
        },
        "updated_by_unit": {
          "community_name": "Internal Community",
          "id": "48305F8849E3C18B227C5BE3A27BA6DF",
          "name": "Admin Unit",
          "group_name": "Main Group",
          "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
          "alternative_code": "MG"
        },
        "created_by_user": {
          "person_name": "MPAdministrator",
          "username": "MPAdministrator",
          "id": "1",
          "email": "sakkascy1986@hotmail.com"
        },
        "updated_by_user": {
          "person_name": "MPAdministrator",
          "username": "MPAdministrator",
          "id": "1",
          "email": "sakkascy1986@hotmail.com"
        }
      },
      "reward_participant": {
        "accounts_receivable": {
          "account_owner": {
            "last_name": "Andreou",
            "middle_name": null,
            "life_cycle_state": "FINANCIAL",
            "company_profile": null,
            "title": null,
            "first_name": "Kokos",
            "type": "PERSON",
            "id": "32120E4E8518419FA1A017E200F35D8E",
            "name": "Andreou Kokos",
            "company_name": null,
            "demographics": {
              "gender": null,
              "passport_issued_by_country": null,
              "social_security_number": null,
              "passport_number": null,
              "industry_sector": null,
              "country_of_residence": {
                "three_character_code": "CYP",
                "two_character_code": "CY",
                "id": "181",
                "name": "CYPRUS",
                "alternative_code": null
              },
              "name_day": {
                "month": null,
                "day": null
              },
              "date_of_birth": {
                "month": null,
                "day": null,
                "year": null
              },
              "id_number": "9655851",
              "industry": null,
              "id_issued_by_country": null
            }
          },
          "life_cycle_state": "ACTIVE",
          "number": "ACR001018",
          "id": "3D2B233237C9492DB23B1A8D3935AAAA",
          "name": "ACR001018"
        },
        "number": "115",
        "id": "41BDE8D9D1AE4F46A1948C85E5644A66"
      },
      "authentication_code": "76456",
      "life_cycle_state": "EFFECTIVE",
      "verified_date": null,
      "accounts_receivable": null,
      "classification": {
        "id": "FD034DB5BEB34D07A57A4DE075B5F649",
        "name": "PK Main Access Token Classification ",
        "alternative_code": "MATC_2"
      },
      "number": "ACT0000000246",
      "identifier": null,
      "id": "5E8AB892776745588B8611E86BB6B571",
      "verified_by_user": null
    }
  ]
}

GET access_tokens/get_not_associated

This method returns all the access tokens which are not associated with an existing entity. Multiple access tokens are retrieved by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

number

(mandatory)

Number

The number of access tokens that should be retrieved

life_cycle_state

(optional)

StringThe life cycle state of the access tokens that should be retrieved. The allowed options are EFFECTIVE or NOT_EFFECTIVE or PENDING_VERIFICATION

fields_set

(optional)

List of Strings, comma separated 

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

Response Data

...

Examples

Expand
titleExample 1

HTTP Method: GET

 

Request:

 

Response:

Code Block
themeConfluence
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{
       "status":
       {
           "message": "",
           "description": "",
           "code": "OK"
       },
       "data":
       [
           {
               "log_information":
               {
                   "updated_date": "2015-05-27T11:14:32",
                   "created_date": "2015-01-29T12:22:58",
                   "created_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "updated_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "created_by_user":
                   {
                       "person_name": "emichailidou",
                       "username": "emichailidou",
                       "id": "63ACDBBC5B39AD2DF5B167FA70EE57DD",
                       "email": "e_michailidou@crm.com"
                   },
                   "updated_by_user":
                   {
                       "person_name": "MPAdministrator",
                       "username": "MPAdministrator",
                       "id": "1",
                       "email": "sakkascy1986@hotmail.com"
                   }
               },
               "reward_participant": null,
               "authentication_code": "4B686F53D4F498EFE54FBA13707CC896",
               "life_cycle_state": "NOT_EFFECTIVE",
               "accounts_receivable": null,
               "number": "31",
               "identifier": "cd0900001!",
               "id": "0B417EC816D48FE604FDBAA3D3668D21"
           },
           {
               "log_information":
               {
                   "updated_date": "2015-05-27T09:57:38",
                   "created_date": "2015-05-27T09:25:38",
                   "created_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "updated_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "created_by_user":
                   {
                       "person_name": "MPAdministrator",
                       "username": "MPAdministrator",
                       "id": "1",
                       "email": "sakkascy1986@hotmail.com"
                   },
                   "updated_by_user":
                   {
                       "person_name": "MPAdministrator",
                       "username": "MPAdministrator",
                       "id": "1",
                       "email": "sakkascy1986@hotmail.com"
                   }
               },
               "reward_participant": null,
               "authentication_code": "23131234",
               "life_cycle_state": "NOT_EFFECTIVE",
               "accounts_receivable": null,
               "number": "49",
               "identifier": "123145as",
               "id": "1D734D9AD4484E93B248921080C4C494"
           },
           {
               "log_information":
               {
                   "updated_date": "2015-01-13T15:46:41",
                   "created_date": "2015-01-09T15:15:23",
                   "created_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "updated_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "created_by_user":
                   {
                       "person_name": "p_xenopoulou",
                       "username": "p_xenopoulou",
                       "id": "159C17D9C4B1E48DC129FBC701D38438",
                       "email": "p_xenopoulou@crm.com"
                   },
                   "updated_by_user":
                   {
                       "person_name": "p_xenopoulou",
                       "username": "p_xenopoulou",
                       "id": "159C17D9C4B1E48DC129FBC701D38438",
                       "email": "p_xenopoulou@crm.com"
                   }
               },
               "reward_participant": null,
               "authentication_code": "21A8D8A1EF9E37F43E863D78466C99D1",
               "life_cycle_state": "NOT_EFFECTIVE",
               "accounts_receivable": null,
               "number": "5",
               "identifier": "!12ABCD",
               "id": "2436DBBFFC1CE395B7F7B9C3D904031F"
           },
           {
               "log_information":
               {
                   "updated_date": "2015-05-27T11:27:50",
                   "created_date": "2015-05-27T09:21:31",
                   "created_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "updated_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "created_by_user":
                   {
                       "person_name": "MPAdministrator",
                       "username": "MPAdministrator",
                       "id": "1",
                       "email": "sakkascy1986@hotmail.com"
                   },
                   "updated_by_user":
                   {
                       "person_name": "MPAdministrator",
                       "username": "MPAdministrator",
                       "id": "1",
                       "email": "sakkascy1986@hotmail.com"
                   }
               },
               "reward_participant": null,
               "authentication_code": "112233665",
               "life_cycle_state": "EFFECTIVE",
               "accounts_receivable":
               {
                   "account_owner":
                   {
                       "last_name": null,
                       "middle_name": null,
                       "life_cycle_state": "FINANCIAL",
                       "company_profile":
                       {
                           "annual_turnover": null,
                           "tax_reference_number": null,
                           "profile_year": 2014,
                           "number_of_employees": 30,
                           "established_date": "2014-02-05T00:00:00",
                           "industry_sector": null,
                           "vat_registration_number": "11552546",
                           "registered_in_country": null,
                           "vat_registered_by": null,
                           "vat_registration_date": null,
                           "industry": null,
                           "registration_number": "128596663"
                       },
                       "title": null,
                       "first_name": null,
                       "type": "COMPANY",
                       "id": "DF91C1AD6E8BB995377B3C29C5F5FFAB",
                       "name": null,
                       "company_name": "Walt Disney Museum",
                       "demographics": null
                   },
                   "life_cycle_state": "TERMINATED",
                   "number": "ACR000604",
                   "id": "E337DA5F4A834E188B3A60E3E36F1B51",
                   "name": "ACR000604"
               },
               "number": "47",
               "identifier": "4857ap23",
               "id": "4754A06B5F2F45A1B7CB7CCB85DEA473"
           },
           {
               "log_information":
               {
                   "updated_date": "2015-05-27T09:32:24",
                   "created_date": "2015-05-27T09:23:57",
                   "created_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "updated_by_unit":
                   {
                       "community_name": "Internal Community",
                       "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                       "name": "Admin Unit",
                       "group_name": "Main Group",
                       "description": "r1",
                       "alternative_code": "MG"
                   },
                   "created_by_user":
                   {
                       "person_name": "MPAdministrator",
                       "username": "MPAdministrator",
                       "id": "1",
                       "email": "sakkascy1986@hotmail.com"
                   },
                   "updated_by_user":
                   {
                       "person_name": "MPAdministrator",
                       "username": "MPAdministrator",
                       "id": "1",
                       "email": "sakkascy1986@hotmail.com"
                   }
               },
               "reward_participant": null,
               "authentication_code": "66554433",
               "life_cycle_state": "NOT_EFFECTIVE",
               "accounts_receivable": null,
               "number": "48",
               "identifier": "99aw2311",
               "id": "4B7037868CE14A7D863E56251A629A20"
           }
       ]
    
}

POST access_tokens/create

This method creates an access token.  Single access tokens can be created by each call.

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

authentication_code

(optional)

...

String

...

The authentication code of the access token that will be created. If not specified then it will be generated automatically.

...

identifier

(mandatory on conditions)

...

String

...

The identifier of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code.

...

pass_code

(mandatory on conditions)

...

accounts_receivable_identifier

(semi-optional on conditions)

...

The identifier of the accounts receivable that will be related with the access token. The available accounts receivable identifier fields are the following:

...

Tip

Available from CRM.COM R8.0.0

From release CRM.COM R14.0.0 onward the accounts_receivable_identifier is semi-optional on conditions (optional in prior releases)

This information is semi-optional on conditions, if the Access Token Pass Code is auto-generated

...

rewards_participant_identifier

(semi-optional on conditions)

...

The identifier of the rewards participant that will be related with the access token. The available rewards participant identifier fields are the following:

...

Note that if an accounts receivable is also specified, then the rewards participant should be owned by that accounts receivable

Tip

Available from CRM.COM R8.0.0

From release CRM.COM R14.0.0 onward the rewards_participant_identifier is semi-optional on conditions (optional in prior releases)

This information is semi-optional on conditions, if the Access Token Pass Code is auto-generated

...

classification_identifier

(optional)

...

 The identifier of the access token classification that will be related with the access token. The allowed access token classification identifier fields are the following:

...

Tip

Available from CRM.COM R10.0.0

...

udf_string_1

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_2

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_3

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_4

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_5

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_6

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_7

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_8

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_float_1

(optional)

...

Float

...

User Defined Field of type Float

Tip

Available from CRM.COM R10.1.0

...

udf_float_2

(optional)

...

Float

...

User Defined Field of type Float

Tip

Available from CRM.COM R10.1.0

...

udf_float_3

(optional)

...

Float

...

User Defined Field of type Float

Tip

Available from CRM.COM R10.1.0

...

udf_float_4

(optional)

...

Float

...

User Defined Field of type Float

Tip

Available from CRM.COM R10.1.0

...

udf_date_1

(optional)

...

Date

...

User Defined Field of type Date

Tip

Available from CRM.COM R10.1.0

...

udf_date_2

(optional)

...

Date

...

User Defined Field of type Date

Tip

Available from CRM.COM R10.1.0

...

udf_date_3

(optional)

...

Date

...

User Defined Field of type Date

Tip

Available from CRM.COM R10.1.0

...

udf_date_4

(optional)

...

Date

...

User Defined Field of type Date

Tip

Available from CRM.COM R10.1.0

...

fields_set

(optional)

...

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Tip

Available from CRM.COM R10.0.0

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
  • It is mandatory to specify one of the semi-optional on conditions parameters, when these conditions are met. At least one of those parameters needs to be specified.

Response Data

...

Examples

Expand
titleExample 1

HTTP Method: POST

 

Request:

Body:

Code Block
themeConfluence
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linenumberstrue
 {
       "token":"43512326DEE44DF18D37EAAB6A46DA4C",
       "authentication_code" : "180581",
       "identifier":"18555",
       "pass_code":"ap!n3w$",
       "accounts_receivable_identifier"	: { "number" : "ACR000783"}
}  

 

 

Response:

Code Block
themeConfluence
languagejavascript
linenumberstrue
{
       "status":
       {
           "message": "",
           "description": "",
           "code": "OK"
       },
       "data":
       {
           "log_information":
           {
               "updated_date": "2015-10-15T09:47:49",
               "created_date": "2015-10-15T09:47:48",
               "created_by_unit":
               {
                   "community_name": "Internal Community",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "name": "Admin Unit",
                   "group_name": "Main Group",
                   "description": "r1 Test Description for resource request tab.Test Description for resource request tab.",
                   "alternative_code": "MG"
               },
               "updated_by_unit":
               {
                   "community_name": "Internal Community",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "name": "Admin Unit",
                   "group_name": "Main Group",
                   "description": "r1 Test Description for resource request tab.Test Description for resource request tab.",
                   "alternative_code": "MG"
               },
               "created_by_user":
               {
                   "person_name": "Marios Lannister",
                   "username": "MPAdministrator",
                   "id": "1"
               },
               "updated_by_user":
               {
                   "person_name": "Marios Lannister",
                   "username": "MPAdministrator",
                   "id": "1"
               }
           },
           "reward_participant": null,
           "authentication_code": "180581",
           "accounts_receivable":
           {
               "account_owner":
               {
                   "last_name": "Tyler",
                   "middle_name": null,
                   "life_cycle_state": "FINANCIAL",
                   "company_profile": null,
                   "title": null,
                   "first_name": "Rose",
                   "type": "PERSON",
                   "id": "2666B580BF60454C97D5DB2DDCD50BAE",
                   "name": null,
                   "company_name": null,
                   "demographics":
                   {
                       "gender": "FEMALE",
                       "passport_issued_by_country": null,
                       "social_security_number": null,
                       "passport_number": null,
                       "industry_sector": null,
                       "name_day":
                       {
                           "month": null,
                           "day": null
                       },
                       "date_of_birth":
                       {
                           "month": null,
                           "day": null,
                           "year": null
                       },
                       "id_number": "4324",
                       "industry": null,
                       "id_issued_by_country": null
                   }
               },
               "life_cycle_state": "ACTIVE",
               "number": "ACR000783",
               "id": "0B06C58003B4456281DC97B73C5050EE",
               "name": "ACREC-04-RT"
           },
           "life_cycle_state": "EFFECTIVE",
           "identifier": "18555",
           "number": "ACT0000000142",
           "id": "7DD8EE7C341B4627A45A1E2D64C2999E"
       }
 }
Expand
titleExample 2

HTTP Method: POST

 

Request:

Body:

Code Block
themeConfluence
languagejavascript
linenumberstrue
{
	 "token":"{{token}}",
	 "authentication_code" : "Joanna",
	 "identifier":"password12!",
	 "pass_code":"pass12!",
	 "accounts_receivable_identifier"   : { "number" : "162"},
	 "fields_set":"id,number,life_cycle_state,authentication_code,identifier,accounts_receivable"       
}  

 

 

Response:

Code Block
themeConfluence
languagejavascript
linenumberstrue
    {
    "status": {
        "message": "",
        "description": "",
        "code": "OK"
    },
    "data": {
        "authentication_code": "Joanna",
        "accounts_receivable": {
            "account_owner": {
                "last_name": "Mercer",
                "middle_name": "111111111",
                "life_cycle_state": "FINANCIAL",
                "company_profile": null,
                "title": "Mr",
                "first_name": "Ben11 omonoia",
                "type": "PERSON",
                "id": "475904FB959FE8D3DDAEB22FBFEC5FFB",
                "name": "Mercer Ben11 omonoia",
                "company_name": null,
                "demographics": {
                    "gender": "MALE",
                    "passport_issued_by_country": {
                        "three_character_code": "AND",
                        "two_character_code": "AD",
                        "id": "132",
                        "name": "ANDORRA",
                        "alternative_code": null
                    },
                    "social_security_number": null,
                    "passport_number": null,
                    "industry_sector": null,
                    "country_of_residence": {
                        "three_character_code": "USA",
                        "two_character_code": "US",
                        "id": "127",
                        "name": "UNITED STATES",
                        "alternative_code": null
                    },
                    "name_day": {
                        "month": 6,
                        "day": 14
                    },
                    "date_of_birth": {
                        "month": 11,
                        "day": 9,
                        "year": 1963
                    },
                    "id_number": "1212125",
                    "industry": {
                        "id": "31BC2070C79EAE5455BFAD41599C5190",
                        "name": "Marketing1",
                        "code": "MK"
                    },
                    "id_issued_by_country": {
                        "three_character_code": "DZA",
                        "two_character_code": "DZ",
                        "id": "130",
                        "name": "ALGERIA",
                        "alternative_code": null
                    }
                }
            },
            "life_cycle_state": "ACTIVE",
            "number": "162",
            "id": "3C66BD54CCDB6BC1096C23F6D8899752",
            "name": "Ben Mercer 1"
        },
        "life_cycle_state": "EFFECTIVE",
        "identifier": "password12!",
        "number": "ACT0000000338",
        "id": "DA28B48FF08346199583CA7F20088CC1"
    }
}

POST access_tokens/update

This method updates access tokens. A single access token can be updated by each call. Fields which are not specified are not updated at all. Fields which are specified as null will be set as null.

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

Access Token identifier  

The identifier of the access token that should be updated. The allowed access token identifier fields are the following:

...

authentication_code

(optional)

...

String

...

The authentication code of the access token that will be updated. Is specified as null then the authentication code will be regenerated automatically

...

identifier

(mandatory on conditions)

...

String

...

The identifier of the access token that will be update. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code.

...

pass_code

(mandatory on conditions)

...

udf_string_1

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_2

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_3

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_4

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_5

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_6

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_7

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_string_8

(optional)

...

String

...

User Defined Field of type String

Tip

Available from CRM.COM R10.1.0

...

udf_float_1

(optional)

...

Float

...

User Defined Field of type Float

Tip

Available from CRM.COM R10.1.0

...

udf_float_2

(optional)

...

Float

...

User Defined Field of type Float

Tip

Available from CRM.COM R10.1.0

...

udf_float_3

(optional)

...

Float

...

User Defined Field of type Float

Tip

Available from CRM.COM R10.1.0

...

udf_float_4

(optional)

...

Float

...

User Defined Field of type Float

Tip

Available from CRM.COM R10.1.0

...

udf_date_1

(optional)

...

Date

...

User Defined Field of type Date

Tip

Available from CRM.COM R10.1.0

...

udf_date_2

(optional)

...

Date

...

User Defined Field of type Date

Tip

Available from CRM.COM R10.1.0

...

udf_date_3

(optional)

...

Date

...

User Defined Field of type Date

Tip

Available from CRM.COM R10.1.0

...

udf_date_4

(optional)

...

Date

...

User Defined Field of type Date

Tip

Available from CRM.COM R10.1.0

...

fields_set

(optional)

...

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Tip

Available from CRM.COM R10.0.0

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

Response Data

...

Examples

Expand
titleExample 1

HTTP Method: POST

 

Request:

Body:

Code Block
themeConfluence
languagejavascript
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{
       "token":"A4F19B70D95D4DE09C3A9FC720A33A49",
       "access_token_identifier" : {"authentication_code":"CCD4537CA4AD4EE8912FFBAE53110601"},
       "authentication_code":"testpassnew1",
       "identifier":"api1test12up",
       "pass_code":"api11112"
}

 

Response:

Code Block
themeConfluence
languagejavascript
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    {
       "status":
       {
           "message": "",
           "description": "",
           "code": "OK"
       },
       "data":
       {
           "log_information":
           {
               "updated_date": "2015-05-27T12:50:22",
               "created_date": "2015-02-16T14:23:46",
               "created_by_unit":
               {
                   "community_name": "Internal Community",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "name": "Admin Unit",
                   "group_name": "Main Group",
                   "description": "r1",
                   "alternative_code": "MG"
               },
               "updated_by_unit":
               {
                   "community_name": "Internal Community",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "name": "Admin Unit",
                   "group_name": "Main Group",
                   "description": "r1",
                   "alternative_code": "MG"
               },
               "created_by_user":
               {
                   "person_name": "p_xenopoulou",
                   "username": "p_xenopoulou",
                   "id": "159C17D9C4B1E48DC129FBC701D38438",
                   "email": "p_xenopoulou@crm.com"
               },
               "updated_by_user":
               {
                   "person_name": "Marios Lannister",
                   "username": "MPAdministrator",
                   "id": "1"
               }
           },
           "reward_participant":
           {
               "accounts_receivable":
               {
                   "account_owner":
                   {
                       "last_name": "Havier",
                       "middle_name": null,
                       "life_cycle_state": "FINANCIAL",
                       "company_profile": null,
                       "title": null,
                       "first_name": "Shemar",
                       "type": "PERSON",
                       "id": "E21381FCC07AB01BAAC3851B6C00FFE5",
                       "name": null,
                       "company_name": null,
                       "demographics":
                       {
                           "gender": null,
                           "passport_issued_by_country": null,
                           "social_security_number": null,
                           "passport_number": null,
                           "industry_sector": null,
                           "name_day":
                           {
                               "month": null,
                               "day": null
                           },
                           "date_of_birth":
                           {
                               "month": null,
                               "day": null,
                               "year": null
                           },
                           "id_number": null,
                           "industry": null,
                           "id_issued_by_country": null
                       }
                   },
                   "life_cycle_state": "ACTIVE",
                   "number": "ACR000418",
                   "id": "8728513FDA0C6919AE007D84938A835B",
                   "name": "Havier 6"
               },
               "number": "28",
               "id": "2432994125F2450EBDF84E00B21C89F0"
           },
           "authentication_code": "testpassnew1",
           "accounts_receivable":
           {
               "account_owner":
               {
                   "last_name": "Havier",
                   "middle_name": null,
                   "life_cycle_state": "FINANCIAL",
                   "company_profile": null,
                   "title": null,
                   "first_name": "Shemar",
                   "type": "PERSON",
                   "id": "E21381FCC07AB01BAAC3851B6C00FFE5",
                   "name": "Havier Shemar",
                   "company_name": null,
                   "demographics":
                   {
                       "gender": null,
                       "passport_issued_by_country": null,
                       "social_security_number": null,
                       "passport_number": null,
                       "industry_sector": null,
                       "country_of_residence":
                       {
                           "three_character_code": "USA",
                           "two_character_code": "US",
                           "id": "127",
                           "name": "UNITED STATES",
                           "alternative_code": null
                       },
                       "name_day":
                       {
                           "month": null,
                           "day": null
                       },
                       "date_of_birth":
                       {
                           "month": null,
                           "day": null,
                           "year": null
                       },
                       "id_number": null,
                       "industry": null,
                       "id_issued_by_country": null
                   }
               },
               "life_cycle_state": "ACTIVE",
               "number": "ACR000418",
               "id": "8728513FDA0C6919AE007D84938A835B",
               "name": "Havier 6"
           },
           "life_cycle_state": "EFFECTIVE",
           "identifier": "api1test12up",
           "number": "35",
           "id": "CDC003FAB1204830ACED364BA77EC18D"
       }
}

POST access_tokens/verify

Tip

Available from CRM.COM R9.0.0

This method verifies access tokens which are in Pending Verification life cycle state. A single access token can be verified by each call. 

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

Access Token identifier  

The identifier of the access token that should be verified. The allowed access token identifier fields are the following:

...

verification_code

(mandatory)

...

String

...

The verification code which is needed in order to verify the access token

...

pass_code

(optional)

...

The pass code of the access token that will be provided during verification 

Tip

Available from CRM.COM R14.0.0

...

fields_set

(optional)

...

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Tip

Available from CRM.COM R10.0.0

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

Response Data

...

Examples

Expand
titleExample 1

HTTP Method: POST

 

Request:

Body:

Code Block
themeConfluence
languagejavascript
linenumberstrue
 {
"token":"B394F93D967845AFBC884420592EAA0B",
"access_token_identifier":{"authentication_code":"7"},
"verification_code":"273562"
}

 

Response:

Code Block
themeConfluence
languagejavascript
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     {
       "status":
       {
           "message": "",
           "description": "",
           "code": "OK"
       },
       "data":
       {
           "log_information":
           {
               "updated_date": "2015-11-27T16:08:56",
               "created_date": "2015-11-26T19:26:43",
               "created_by_unit":
               {
                   "community_name": "Internal Community",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "name": "Admin Unit",
                   "group_name": "Main Group",
                   "description": "r1 Test Description for resource request tab.Test Description for resource request tab.",
                   "alternative_code": "MG"
               },
               "updated_by_unit":
               {
                   "community_name": "Internal Community",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "name": "Admin Unit",
                   "group_name": "Main Group",
                   "description": "r1 Test Description for resource request tab.Test Description for resource request tab.",
                   "alternative_code": "MG"
               },
               "created_by_user":
               {
                   "person_name": "MPAdministrator",
                   "username": "MPAdministrator",
                   "id": "1",
                   "email": "sakkascy1986@hotmail.com"
               },
               "updated_by_user":
               {
                   "person_name": "Marios Lannister",
                   "username": "MPAdministrator",
                   "id": "1"
               }
           },
           "verification_code": "273562",
           "reward_participant": null,
           "authentication_code": "7",
           "accounts_receivable":
           {
               "account_owner":
               {
                   "last_name": "Papapavlou",
                   "middle_name": null,
                   "life_cycle_state": "FINANCIAL",
                   "company_profile": null,
                   "title": "Miss",
                   "first_name": "Loukia",
                   "type": "PERSON",
                   "id": "37072CF6ED884737B6592A7CBB6D5342",
                   "name": "Papapavlou Loukia",
                   "company_name": null,
                   "demographics":
                   {
                       "gender": "FEMALE",
                       "passport_issued_by_country": null,
                       "social_security_number": null,
                       "passport_number": null,
                       "industry_sector": null,
                       "country_of_residence":
                       {
                           "three_character_code": "CYP",
                           "two_character_code": "CY",
                           "id": "181",
                           "name": "CYPRUS",
                           "alternative_code": null
                       },
                       "name_day":
                       {
                           "month": null,
                           "day": null
                       },
                       "date_of_birth":
                       {
                           "month": null,
                           "day": null,
                           "year": null
                       },
                       "id_number": "LP1234",
                       "industry": null,
                       "id_issued_by_country": null
                   }
               },
               "life_cycle_state": "ACTIVE",
               "number": "ACR000852",
               "id": "A86D415E729945C6933177D83319FBE6",
               "name": "ACR000852"
           },
           "verified_date": "Fri Nov 27 16:08:55 EET 2015",
           "life_cycle_state": "EFFECTIVE",
           "identifier": "lpapap@gmail.com",
           "number": "ACT0000000177",
           "id": "E8D62A98078A44F79646E4CB4C7DAB19",
           "verified_by_user":
           {
               "person_name": "Marios Lannister",
               "username": "MPAdministrator",
               "id": "1"
           }
       }
    }

POST access_tokens/reset_pass_code

Tip

Available from CRM.COM R9.0.0

This method resets an access token pass code to a random 6 digit number, by providing the access token authentication code or identifier. This method can be applied only on effective access tokens. A single access token can be update by each call. 

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

authentication_code

(semi-optional)

String

The authentication code of the access token

identifier

(semi-optional)

String The identifier of the access token
 

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Tip

Available from CRM.COM R10.0.0

 

 

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

Response Data

...

Examples

Expand
titleExample 1

HTTP Method: POST

 

Request:

Body:

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{
  "token":"7031041502C7442CA01FA677D0CCDB4B",
  "authentication_code":"7"
}

 

Response:

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{
 "status": {
 "message": "",
 "description": "",
 "code": "OK"
 },
 "data": {
 "log_information": {
 "updated_date": "2015-12-28T15:22:07",
 "created_date": "2015-11-26T19:26:43",
 "created_by_unit": {
 "id": "48305F8849E3C18B227C5BE3A27BA6DF",
 "name": "Admin Unit",
 "description": "r1 Test Description for resource request tab.Test Description for resource request tab.",
 "alternative_code": "MG"
 },
 "updated_by_unit": {
 "community_name": "Internal Community",
 "id": "48305F8849E3C18B227C5BE3A27BA6DF",
 "name": "Admin Unit",
 "group_name": "Main Group",
 "description": "r1 Test Description for resource request tab.Test Description for resource request tab.",
 "alternative_code": "MG"
 },
 "created_by_user": {
 "person_name": "MPAdministrator",
 "username": "MPAdministrator",
 "id": "1"
 },
 "updated_by_user": {
 "person_name": "Marios Lannister",
 "username": "MPAdministrator",
 "id": "1"
 }
 },
 "authentication_code": "7",
 "life_cycle_state": "EFFECTIVE",
 "identifier": "lpapap@gmail.com",
 "number": "ACT0000000177",
 "id": "E8D62A98078A44F79646E4CB4C7DAB19",
 "random_pass_code": "967412"
 }
}

 

 

POST access_tokens/reset_verification_code

Tip

Available from CRM.COM R12.0.0

This method resets an access token verification code, by providing the access token authentication code or identifier. This method can be applied only on Pending Verification access tokens. A single access token can be update by each call. 

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

authentication_code

(semi-optional)

String

The authentication code of the access token

identifier

(semi-optional)

String The identifier of the access token.
 fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Restrictions

  • It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

Response Data

...

Examples

Expand
titleExample 1

HTTP Method: POST

 

Request:

Body:

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 {
  "token":"{{token}}",
  "identifier":"36"
}

 

Response:

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 {
  "data": {
    "authentication_code": "ET",
    "number": "AT0000000136",
    "identifier": "36",
    "log_information": {
      "created_by_unit": {
        "alternative_code": "adminunit",
        "name": "Admin Unit",
        "description": "admin unit",
        "id": "1"
      },
      "updated_by_unit": {
        "alternative_code": "adminunit",
        "group_name": "Main Group",
        "community_name": "Community",
        "name": "Admin Unit",
        "description": "admin unit",
        "id": "1"
      },
      "created_date": "2016-10-05T13:19:56",
      "updated_date": "2017-02-13T14:51:08",
      "updated_by_user": {
        "person_name": "CRM COM",
        "id": "1",
        "username": "MPAdministrator"
      },
      "created_by_user": {
        "person_name": "MPAdministrator",
        "id": "1",
        "username": "MPAdministrator"
      }
    },
    "id": "5D79DBBA75C245F9A63C9FA6E084D250",
    "life_cycle_state": "PENDING_VERIFICATION",
    "verification_code": "2264365"
  },
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

POST access_tokens/generate_otp

Tip

Available from CRM.COM R13.0.0

This method generates a one-time password (OTP) for an access token, by providing the access token identifier. A single access token otp can be generated by each call. 

Resource URL

Parameters

...

Name

...

Type

...

Description

...

token

...

String

...

The token retrieved from the login method

...

(mandatory)

...

The identifier of the access token for which a one-time password will be generated. The allowed access token identifier fields are the following:

...

fields_set

(optional)

...

List of Strings, comma separated 

...

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Response Data

...

Examples

HTTP Method: POST

 

Request:

Body:

Expand
titleExample 1
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 {
  "token":"{{token}}",
	"access_token_identifier":{"authentication_code":"117"}
}

Response:

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 { "data": { "number": "AT0000000758", "one_time_password": "073482", "id": "5E94D0D8D3C84ED6A07A3F5E91CFC948", "expiration_date": "2017-05-22T13:48:07" }, "status": { "code": "OK", "description": "", "message": "" } } Panel
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