| Tip |
|---|
Available from CRM.COM R5.0.0 |
POST rewards_participants/show
This method returns information related with a rewards participants. A single rewards participant is returned by each call
Resource URL
Parameters
...
Name
...
Type
...
Description
...
token
...
String
...
The token retrieved from the login method
...
(mandatory)
...
Rewards Participant identifier
The identifier of the rewards participant that should be returned as a result. The allowed rewards participant 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
...
HTTP Method: POST
Request:
Body:
| Code Block |
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| theme | Confluence |
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| language | js |
|---|
| linenumbers | true |
|---|
|
{
"token":"476A07F7C99133EA35D9AEA25475C8C1",
"rewards_participant_identifier":{"number":"29"}
} |
Response:
| Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
|
{
"status":
{
"message": null,
"description": null,
"code": "OK"
},
"data":
{
"sign_up_on": "2015-02-03T09:00:35",
"udf_float_1": null,
"udf_float_2": null,
"udf_date_1": null,
"udf_float_3": null,
"udf_date_2": null,
"number": "29",
"udf_float_4": null,
"udf_date_3": null,
"sign_up_by_unit":
{
"community_name": "Main Community",
"group_name": "Main Group",
"name": "Marketing Unit",
"id": "83922FE923563679768A94F58CAB5569",
"description": "r1c1",
"alternative_code": null
},
"udf_date_4": null,
"udf_string_1": null,
"udf_string_2": null,
"participating_schemes_set":
[
{
"sign_up_on": "2015-02-03T09:00:08",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"name": "Test1",
"id": "C423FFDD9CE9AF60A67B7F29F539630F",
"description": "test 1",
"alternative_code": "t1"
},
"sign_up_by_unit":
{
"group_name": null,
"name": "Marketing Unit",
"id": "83922FE923563679768A94F58CAB5569",
"description": "r1c1",
"alternative_code": null
},
"id": "1E9B85861D57DCC6C7F6244FDEB20563"
},
{
"sign_up_on": "2015-02-03T09:00:05",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"name": "Marketing Scheme",
"id": "07EBDDD9B4FC19C98AB5052B4FAEF51A",
"description": "Marketing Scheme",
"alternative_code": "MS"
},
"sign_up_by_unit":
{
"group_name": null,
"name": "Marketing Unit",
"id": "83922FE923563679768A94F58CAB5569",
"description": "r1c1",
"alternative_code": null
},
"id": "A7A7AE5993FBC466357688715F94833D"
}
],
"udf_string_3": null,
"udf_string_4": null,
"udf_string_5": null,
"udf_string_6": null,
"log_information":
{
"updated_date": "2015-02-03T09:00:44",
"created_by_unit":
{
"community_name": "Main Community",
"group_name": "Main Group",
"name": "Admin Unit",
"id": "48305F8849E3C18B227C5BE3A27BA6DF",
"description": "r1",
"alternative_code": "MG"
},
"created_date": "2015-02-03T08:59:39",
"updated_by_unit":
{
"community_name": "Main Community",
"group_name": "Main Group",
"name": "Admin Unit",
"id": "48305F8849E3C18B227C5BE3A27BA6DF",
"description": "r1",
"alternative_code": "MG"
},
"created_by_user":
{
"person_name": "MPAdministrator",
"username": "MPAdministrator",
"id": "1",
"email": "mp@ministrator.com"
},
"updated_by_user":
{
"person_name": "MPAdministrator",
"username": "MPAdministrator",
"id": "1",
"email": "mp@ministrator.com"
}
},
"udf_string_7": null,
"udf_string_8": null,
"accounts_receivable":
{
"account_owner":
{
"last_name": "Papapavlou",
"life_cycle_state": "FINANCIAL",
"middle_name": "Andreas",
"company_profile": null,
"title": "Ms",
"type": "PERSON",
"first_name": "Lucia",
"name": null,
"id": "1D92B269658D80DEDF2499E25201739E",
"company_name": null,
"demographics":
{
"gender": "FEMALE",
"passport_number": "113115",
"social_security_number": "113116",
"date_of_birth":
{
"month": 1,
"day": 1,
"year": 1990
},
"name_day":
{
"month": 5,
"day": 5
},
"id_number": "113114"
}
},
"life_cycle_state": "ACTIVE",
"number": "400",
"name": "Lukia Papapavlou",
"id": "F42134513AD119E00CA031A93A5CA4DD"
},
"id": "00C07F53EEBE02A7224370B832BBEE96",
"access_token":
{
"authentication_code": "apitestemptynew",
"life_cycle_state": "EFFECTIVE",
"identifier": "apitestempty1",
"number": "40",
"id": "E05B9FA2C2B1E993817FBB7B96B4A24B"
}
}
} |
...
HTTP Method: POST
Request:
Body:
| Code Block |
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| theme | Confluence |
|---|
| language | js |
|---|
| linenumbers | true |
|---|
|
{
"token":"{{token}}",
"rewards_participant_identifier": {"number":"RP0000000017"}
} |
Response:
| Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
|
{
"data": {
"log_information": {
"created_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"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": "2016-03-28T11:43:10",
"updated_date": "2016-03-28T13:21:23",
"updated_by_user": {
"person_name": "p_kestora",
"id": "3BF7083426A7443CA7960041E5846F1E",
"email": "p_kestora@crm.com",
"username": "p_kestora"
},
"created_by_user": {
"person_name": "p_kestora",
"id": "3BF7083426A7443CA7960041E5846F1E",
"email": "p_kestora@crm.com",
"username": "p_kestora"
}
},
"udf_date_2": "2016-02-28T15:49:59",
"udf_date_1": "2016-01-28T15:49:59",
"udf_date_4": "2016-04-28T15:49:59",
"udf_date_3": "2016-03-28T15:49:59",
"participating_schemes_set": [
{
"scheme": {
"alternative_code": "MS",
"name": "Marketing Scheme",
"description": null,
"id": "6CAAD517743C4C179251282A5B2B58A6",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-30T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "C3A9B399D85B4551B455606EFF1A1F8C",
"sign_off_on": null
},
{
"scheme": {
"alternative_code": "MS",
"name": "Marketing Scheme",
"description": null,
"id": "6CAAD517743C4C179251282A5B2B58A6",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-30T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "1033EB60C8874B87B07D83FF5C347CF1",
"sign_off_on": "2016-03-28T12:56:34"
},
{
"scheme": {
"alternative_code": "SSS",
"name": "Sales Scheme",
"description": "desc",
"id": "3592610A4F01454E97AF71C9E47646FB",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "064D0BE76E484CBDA008996A803C85BD",
"sign_off_on": null
}
],
"number": "RP0000000017",
"udf_float_3": 30,
"udf_float_4": 40,
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"currency": {
"suffix_symbol": null,
"prefix_symbol": "€",
"decimal_part_name": null,
"code": "EUR",
"integer_part_name": null,
"id": "2"
},
"id": "DD3941F2FE1A4342BBBDCB42E5F83D2D",
"udf_float_1": 10,
"udf_float_2": 20,
"udf_string_2": "udf string 2",
"udf_string_3": "udf string 3",
"udf_string_4": "udf string 4",
"udf_string_5": "udf string 5",
"udf_string_1": "udf string 1",
"accounts_receivable": {
"number": "ACR0000000157",
"name": "Janet Markinson",
"id": "55075828AD7848608DCA2386C0608550",
"life_cycle_state": "ACTIVE",
"account_owner": {
"company_profile": null,
"company_name": null,
"name": "Janet Markinson",
"last_name": "Markinson",
"id": "286DDA9BBFEC42E9916A3941C7D8DDB0",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Janet",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": null,
"gender": null,
"country_of_residence": {
"alternative_code": "IRN",
"three_character_code": null,
"name": "IRAN (ISLAMIC REPUBLIC OF)",
"id": "231",
"two_character_code": null
},
"date_of_birth": {
"month": null,
"year": null,
"day": null
},
"industry_sector": null,
"passport_number": null,
"industry": null,
"social_security_number": null,
"id_issued_by_country": null,
"passport_issued_by_country": null
}
}
},
"udf_string_6": "udf string 6",
"udf_string_7": "udf string 7",
"access_tokens_set": [
{
"authentication_code": "PolinaKTest4",
"number": "AT0000000062",
"identifier": "polina.kestora4@crm.com",
"id": "01490FDC2F08479E80883A12E7B01FFF",
"life_cycle_state": "EFFECTIVE",
"classification": null
},
{
"authentication_code": "PolinaKTest8",
"number": "AT0000000066",
"identifier": "polina.kestora8@crm.com",
"id": "FCD00F003CAD49C8BFD8A24673DCE7F2",
"life_cycle_state": "EFFECTIVE",
"classification": null
}
],
"udf_string_8": "udf string 8"
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
}
|
GET rewards_participants/list
This method returns information related with rewards participants. Multiple rewards participants are returned by each call
Resource URL
Parameters
...
Name
...
Type
...
Description
...
token
...
String
...
The token retrieved from the login method
...
(semi-optional)
...
Accounts Receivable identifier
The identifier of the accounts receivable related with the rewards participant that should be returned as a result. The allowed accounts receivable identifier fields are the following:
...
(semi-optional)
...
Contact Information identifier
The identifier of the contact information related with the rewards participant that should be returned as a result. The allowed contact information identifier fields are the following:
...
wallet_identifier
(semi-optional)
...
The identifier of the wallet elated with the rewards participant that should be returned as a result. The allowed wallet identifier fields are the following:
...
| Tip |
|---|
Available from CRM.COM R10.0.0 |
...
life_cycle_state
(optional)
...
The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED
| Tip |
|---|
Available from CRM.COM R12.0.0 |
...
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 |
|---|
|
HTTP Method: GET Request: Response: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
|
{
"status":
{
"message": null,
"description": null,
"code": "OK"
},
"data":
[
{
"number": "11",
"id": "D6576EBBEDF74533E9C2C0CEE2FAD3BA",
"participating_schemes_set":
[
{
"sign_up_on": "2014-11-12T18:27:27",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"name": "Test1",
"id": "C423FFDD9CE9AF60A67B7F29F539630F",
"description": "test 1",
"alternative_code": "t1"
},
"sign_up_by_unit":
{
"group_name": null,
"name": "test2",
"id": "89E2B186191FBE7ECD6D52F4E2CF159C",
"description": null,
"alternative_code": null
},
"id": "9B6E22B799B8DA18FC08C8A77DB1C7FF"
}
]
},
{
"number": "14",
"id": "DC132E6318D12DE67087260F8F6C76D3",
"participating_schemes_set":
[
{
"sign_up_on": "2014-11-05T15:49:59",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"name": "Test1",
"id": "C423FFDD9CE9AF60A67B7F29F539630F",
"description": "test 1",
"alternative_code": "t1"
},
"sign_up_by_unit":
{
"group_name": null,
"name": "VK Unit",
"id": "F164DB175FA6C345680426F7C17DF803",
"description": null,
"alternative_code": "VKU"
},
"id": "935C5CA0F843CB3D7AB9438897489285"
},
{
"sign_up_on": "2014-12-05T15:49:59",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"name": "test 2",
"id": "FDC8FD6BC50FD648952C5804820033A4",
"description": null,
"alternative_code": "t2"
},
"sign_up_by_unit":
{
"group_name": null,
"name": "VK Unit",
"id": "F164DB175FA6C345680426F7C17DF803",
"description": null,
"alternative_code": "VKU"
},
"id": "026AC9C981D52F5F4DF69CC77974334C"
}
]
},
{
"number": "16",
"id": "8D585084E77D8EA5AE3E5B13649A1139",
"participating_schemes_set":
[
{
"sign_up_on": "2014-08-05T15:49:59",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"name": "test 2",
"id": "FDC8FD6BC50FD648952C5804820033A4",
"description": null,
"alternative_code": "t2"
},
"sign_up_by_unit":
{
"group_name": null,
"name": "Marketing Unit",
"id": "83922FE923563679768A94F58CAB5569",
"description": "r1c1",
"alternative_code": null
},
"id": "0BF0E353817E3D8F36F07CBE79A62CBC"
},
{
"sign_up_on": "2014-05-05T15:49:59",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"name": "Test1",
"id": "C423FFDD9CE9AF60A67B7F29F539630F",
"description": "test 1",
"alternative_code": "t1"
},
"sign_up_by_unit":
{
"group_name": null,
"name": "Sales Branch 2",
"id": "C7304329F4787BC7845052332B180A0E",
"description": null,
"alternative_code": "SB2"
},
"id": "A3FBB9718D3B3AFE1505F39A489ED4A4"
}
]
}
]
} |
|
| Expand |
|---|
|
HTTP Method: GET Request: Response: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"data": [
{
"number": "RP0000000010",
"currency": {
"suffix_symbol": null,
"prefix_symbol": "€",
"decimal_part_name": null,
"code": "EUR",
"integer_part_name": null,
"id": "2"
},
"id": "942D9960056A497FB3BC65EDDF7D8D81"
}
],
"status": {
"code": "OK",
"description": "",
"message": ""
}
} |
|
POST rewards_participants/create
This method creates a rewards participant. Single rewards participants can be created by each call.
Resource URL
Parameters
...
Name
...
Type
...
Description
...
token
...
String
...
The token retrieved from the login method
...
sign_up_on
(mandatory)
...
sign_up_by_unit_identifier
(mandatory)
...
The unit that signed up the rewards participant. The allowed unit identifier fields are the following:
...
enable_automatic_spend
(optional)
...
Defines whether the rewards participant requires automatic spend on purchase events or not
| Tip |
|---|
Available from CRM.COM R11.0.0 |
...
minimum_wallet_balance
(optional)
...
The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. This is applicable only if the automatic spending is enabled.
| Tip |
|---|
Available from CRM.COM R13.0.0 |
...
minimum_spend_amount
(optional)
...
The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. This is applicable only if the automatic spending is enabled.
| Tip |
|---|
Available from CRM.COM R13.0.0 |
...
maximum_spend_amount
(optional)
...
The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. This is applicable only if the automatic spending is enabled.
| Tip |
|---|
Available from CRM.COM R13.0.0 |
...
udf_string_1
(optional)
...
User Defined Field of type String
...
udf_string_2
(optional)
...
User Defined Field of type String
...
udf_string_3
(optional)
...
User Defined Field of type String
...
udf_string_4
(optional)
...
User Defined Field of type String
...
udf_string_5
(optional)
...
User Defined Field of type String
...
udf_string_6
(optional)
...
User Defined Field of type String
...
udf_string_7
(optional)
...
User Defined Field of type String
...
udf_string_8
(optional)
...
User Defined Field of type String
...
udf_float_1
(optional)
...
Float
...
User Defined Field of type Float
...
udf_float_2
(optional)
...
Float
...
User Defined Field of type Float
...
udf_float_3
(optional)
...
Float
...
User Defined Field of type Float
...
udf_float_4
(optional)
...
Float
...
User Defined Field of type Float
...
udf_date_1
(optional)
...
Date
...
User Defined Field of type Date
...
udf_date_2
(optional)
...
Date
...
User Defined Field of type Date
...
udf_date_3
(optional)
...
Date
...
User Defined Field of type Date
...
udf_date_4
(optional)
...
Date
...
User Defined Field of type Date
...
accounts_receivable
(mandatory)
...
access_token
(mandatory)
...
The access token that will be associated with the rewards participant
| Tip |
|---|
Deprecated starting from CRM.COM R8.0.0 onward |
...
participating_schemes_set
(optional)
...
access_tokens_set
(mandatory on conditions)
...
The access tokens that will be associated with the rewards participant. This information is mandatory if the active access token definition is set up to require at least one access token for each rewards participant
| Tip |
|---|
Available from CRM.COM R8.0.0 |
...
authorised_rewards_participating_merchants_set
(optional)
...
It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised. This is applicable only if the automatic spending is enabled.
| Tip |
|---|
Available from CRM.COM R13.0.0 |
...
fields_set
(optional)
...
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 |
|---|
|
HTTP Method: POST Request: Body: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"token":"A0931BF523A24C819181DC9487343F45",
"sign_up_on":"2014-07-05T15:49:59",
"fields_set":"number,sign_up_by_unit,id,participating_schemes_set,accounts_receivable",
"sign_up_by_unit_identifier":{"name":"Sales Department 1"},
"udf_string_1":"udf string 1",
"udf_string_2":"udf string 2",
"udf_string_3":"udf string 3",
"udf_string_4":"udf string 4",
"udf_string_5":"udf string 5",
"udf_string_6":"udf string 6",
"udf_string_7":"udf string 7",
"udf_string_8":"udf string 8",
"udf_float_1":10,
"udf_float_2":20,
"udf_float_3":30,
"udf_float_4":40,
"udf_float_5":50,
"udf_float_6":60,
"udf_float_7":70,
"udf_float_8":80,
"udf_date_1":"2014-05-05T15:49:59",
"udf_date_2":"2014-06-05T15:49:59",
"udf_date_3":"2014-07-05T15:49:59",
"udf_date_4":"2014-08-05T15:49:59",
"accounts_receivable":
{
"action":"EXISTING",
"accounts_receivable_identifier":{"number":"ACR000525"}
},
"participating_schemes_set":
[
{
"sign_up_on": "2014-05-05T15:49:59" ,
"sign_up_by_unit_identifier":{"name":"Sales Department 1"},
"reward_scheme_identifier":{"name":"Marketing Reward Scheme"}
},
{
"sign_up_on": "2014-08-05T15:49:59" ,
"sign_up_by_unit_identifier":{"name":"Sales Department 2"},
"reward_scheme_identifier":{"name":"Sales Scheme"}
}
],
"access_tokens_set" :
[
{
"authentication_code" : "125672734874",
"identifier" : "12365464899",
"pass_code" : "awe$qew!"
}
]
} |
Response: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"status": {
"message": "",
"description": "",
"code": "OK"
},
"data": {
"accounts_receivable": {
"account_owner": {
"last_name": "Mika",
"middle_name": null,
"life_cycle_state": "FINANCIAL",
"company_profile": null,
"title": "Ms",
"first_name": "Dina",
"type": "PERSON",
"id": "9ED00E7228634EF986807DF4D86A3F84",
"name": "Mika Dina",
"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": "14587522",
"industry": null,
"id_issued_by_country": null
}
},
"life_cycle_state": "ACTIVE",
"number": "ACR000525",
"id": "C8A54A6BB4B9423AA560D6B955CD1271",
"name": "Dina Mika"
},
"number": "147",
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"id": "E64F366E3E66476E96E8494BB9F917EA",
"participating_schemes_set": [
{
"sign_up_on": "2014-05-05T15:49:59",
"sign_off_on": null,
"scheme": {
"life_cycle_state": "EFFECTIVE",
"id": "E339CFB9284E8BB291E63CC42E574E88",
"name": "Marketing Reward Scheme",
"description": "Marketing Reward Scheme for Sales Department, CRM Team 1, Marketing Team",
"alternative_code": "MRS"
},
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"id": "DA225B0204144370A2EF0687C37A8B70"
},
{
"sign_up_on": "2014-08-05T15:49:59",
"sign_off_on": null,
"scheme": {
"life_cycle_state": "EFFECTIVE",
"id": "EA5CCE98F857F3A928E3AA6891323088",
"name": "Sales Scheme",
"description": "Sales Scheme - TC10",
"alternative_code": "SS"
},
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "CA8896C911589FEDB384001606C2440E",
"name": "Sales Department 2",
"group_name": "Sales Manager Group",
"description": "Sales Department 2 under Sales Manager Group",
"alternative_code": "SD2"
},
"id": "3315CBDCA46D48A9875EE70AD53DA19A"
}
]
}
}
|
|
| Expand |
|---|
|
HTTP Method: POST Request: Body: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"token":"A0931BF523A24C819181DC9487343F45",
"sign_up_on":"2014-07-05T15:49:59",
"fields_set":"number,sign_up_by_unit,id,participating_schemes_set,accounts_receivable,access_tokens_set",
"sign_up_by_unit_identifier":{"name":"Sales Department 1"},
"udf_string_1":"udf string 1",
"udf_string_2":"udf string 2",
"udf_string_3":"udf string 3",
"udf_string_4":"udf string 4",
"udf_string_5":"udf string 5",
"udf_string_6":"udf string 6",
"udf_string_7":"udf string 7",
"udf_string_8":"udf string 8",
"udf_float_1":10,
"udf_float_2":20,
"udf_float_3":30,
"udf_float_4":40,
"udf_float_5":50,
"udf_float_6":60,
"udf_float_7":70,
"udf_float_8":80,
"udf_date_1":"2014-05-05T15:49:59",
"udf_date_2":"2014-06-05T15:49:59",
"udf_date_3":"2014-07-05T15:49:59",
"udf_date_4":"2014-08-05T15:49:59",
"accounts_receivable":
{
"action":"EXISTING",
"accounts_receivable_identifier":{"number":"ACR001131"}
},
"participating_schemes_set":
[
{
"sign_up_on": "2014-05-05T15:49:59" ,
"sign_up_by_unit_identifier":{"name":"Sales Department 1"},
"reward_scheme_identifier":{"name":"Marketing Reward Scheme"}
},
{
"sign_up_on": "2014-08-05T15:49:59" ,
"sign_up_by_unit_identifier":{"name":"Sales Department 2"},
"reward_scheme_identifier":{"name":"Sales Scheme"}
}
],
"access_tokens_set" :
[
{
"authentication_code" : "1256727348874",
"identifier" : "123654647899",
"pass_code" : "awe$qew!"
}
]
} |
Response: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"status": {
"message": "",
"description": "",
"code": "OK"
},
"data": {
"accounts_receivable": {
"account_owner": {
"last_name": "kyriakou",
"middle_name": null,
"life_cycle_state": "FINANCIAL",
"company_profile": null,
"title": null,
"first_name": "maria",
"type": "PERSON",
"id": "6BDA97F3B1EA4276A297B424474E7DD3",
"name": "kyriakou maria",
"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": "3423423423",
"industry": null,
"id_issued_by_country": null
}
},
"life_cycle_state": "ACTIVE",
"number": "ACR001131",
"id": "0D3BC55501814EF5B9797865C657119B",
"name": "ACR001131"
},
"access_tokens_set": [
{
"authentication_code": "1256727348874",
"life_cycle_state": "EFFECTIVE",
"classification": null,
"number": "ACT0000000340",
"identifier": "123654647899",
"id": "233807C6EE234BEF8B909238AD28D684"
}
],
"number": "148",
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"id": "5168BB2790064693BAA2B4C4C9A8866F",
"participating_schemes_set": [
{
"sign_up_on": "2014-08-05T15:49:59",
"sign_off_on": null,
"scheme": {
"life_cycle_state": "EFFECTIVE",
"id": "EA5CCE98F857F3A928E3AA6891323088",
"name": "Sales Scheme",
"description": "Sales Scheme - TC10",
"alternative_code": "SS"
},
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "CA8896C911589FEDB384001606C2440E",
"name": "Sales Department 2",
"group_name": "Sales Manager Group",
"description": "Sales Department 2 under Sales Manager Group",
"alternative_code": "SD2"
},
"id": "E528D181A16B4E6EB1B8BA6AE3FB12D2"
},
{
"sign_up_on": "2014-05-05T15:49:59",
"sign_off_on": null,
"scheme": {
"life_cycle_state": "EFFECTIVE",
"id": "E339CFB9284E8BB291E63CC42E574E88",
"name": "Marketing Reward Scheme",
"description": "Marketing Reward Scheme for Sales Department, CRM Team 1, Marketing Team",
"alternative_code": "MRS"
},
"sign_up_by_unit": {
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"id": "A5BB367B54BB4B08A8864002F1181B88"
}
]
}
} |
|
| Expand |
|---|
|
HTTP Method: POST Request: Body: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"token":"{{token}}",
"sign_up_on":"2016-03-28T15:00:00",
"sign_up_by_unit_identifier":{"name":"Admin Unit"},
"udf_string_1":"udf string 1",
"udf_string_2":"udf string 2",
"udf_string_3":"udf string 3",
"udf_string_4":"udf string 4",
"udf_string_5":"udf string 5",
"udf_string_6":"udf string 6",
"udf_string_7":"udf string 7",
"udf_string_8":"udf string 8",
"udf_float_1":10,
"udf_float_2":20,
"udf_float_3":30,
"udf_float_4":40,
"udf_float_5":50,
"udf_float_6":60,
"udf_float_7":70,
"udf_float_8":80,
"udf_date_1":"2016-01-28T15:49:59",
"udf_date_2":"2016-02-28T15:49:59",
"udf_date_3":"2016-03-28T15:49:59",
"udf_date_4":"2016-04-28T15:49:59",
"accounts_receivable":
{
"action":"NEW",
"name":"Jane Austin",
"classification_identifier":{"name":"Residential Customer"},
"credit_rating_code":"AAA",
"contact_information":{
"action":"NEW",
"type":"PERSON",
"first_name":"Jane",
"last_name":"Markinson"
}
},
"access_token":{
"action": "ADD_NEW2",
"authentication_code":"PolinaKTesting2",
"identifier":"PolinaKTesting2",
"pass_code":"12342"
},
"participating_schemes_set":
[
{
"sign_up_on": "2016-03-28T15:00:00" ,
"sign_up_by_unit_identifier":{"name":"Admin Unit"},
"reward_scheme_identifier":{"name":"Marketing Scheme"}
},
{
"sign_up_on": "2016-03-28T15:00:00" ,
"sign_up_by_unit_identifier":{"name":"Admin Unit"},
"reward_scheme_identifier":{"name":"Sales Scheme"}
}
],
"access_tokens_set" :
[
{
"action": "ADD_NEW",
"authentication_code":"1234879456",
"identifier":"testAT@crm.com",
"pass_code":"1234879456a!"
}
]
}
|
Response: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"data": {
"log_information": {
"created_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"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": "2016-07-05T08:35:42",
"updated_date": "2016-07-05T08:35:44",
"updated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"created_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
}
},
"udf_date_2": "2016-02-28T15:49:59",
"udf_date_1": "2016-01-28T15:49:59",
"udf_date_4": "2016-04-28T15:49:59",
"udf_date_3": "2016-03-28T15:49:59",
"participating_schemes_set": [
{
"scheme": {
"alternative_code": "SSS",
"name": "Sales Scheme",
"description": "desc",
"id": "3592610A4F01454E97AF71C9E47646FB",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "1F4D25D0C22D4F47818751D2ABB56979",
"sign_off_on": null
},
{
"scheme": {
"alternative_code": "MS",
"name": "Marketing Scheme",
"description": null,
"id": "6CAAD517743C4C179251282A5B2B58A6",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "56BC61EDEBB749B2B92862CB74E00AFC",
"sign_off_on": null
}
],
"number": "RP0000000051",
"udf_float_3": 30,
"udf_float_4": 40,
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"currency": {
"suffix_symbol": null,
"prefix_symbol": "€",
"decimal_part_name": null,
"code": "EUR",
"integer_part_name": null,
"id": "2"
},
"id": "D97CA2ADBD274CD69AC1A27D41E06BF2",
"udf_float_1": 10,
"udf_float_2": 20,
"udf_string_2": "udf string 2",
"udf_string_3": "udf string 3",
"udf_string_4": "udf string 4",
"udf_string_5": "udf string 5",
"udf_string_1": "udf string 1",
"accounts_receivable": {
"number": "ACR0000000272",
"name": "Jane Austin",
"id": "9BBF752EC5A5473C8403A0E59BA9B787",
"life_cycle_state": "ACTIVE",
"account_owner": {
"company_profile": null,
"company_name": null,
"name": "Jane Markinson",
"last_name": "Markinson",
"id": "F3B3D4F601844A88AF5CEED733DBE478",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Jane",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": null,
"gender": null,
"country_of_residence": {
"alternative_code": "CYP",
"three_character_code": "CYP",
"name": "CYPRUS",
"id": "181",
"two_character_code": "CY"
},
"date_of_birth": {
"month": null,
"year": null,
"day": null
},
"industry_sector": null,
"passport_number": null,
"industry": null,
"social_security_number": null,
"id_issued_by_country": null,
"passport_issued_by_country": null
}
}
},
"udf_string_6": "udf string 6",
"udf_string_7": "udf string 7",
"access_tokens_set": [
{
"authentication_code": "1234879456",
"number": "AT0000000121",
"identifier": "testAT@crm.com",
"id": "B417DE8C9FC74FC4A9A92795A8D3FC1A",
"life_cycle_state": "EFFECTIVE",
"classification": null
}
],
"udf_string_8": "udf string 8"
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
} |
|
POST rewards_participants/update
This method updates rewards participants. A single rewards participant 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)
...
Rewards Participant identifier
The identifier of the rewards participant that should be updated. The allowed rewards participant identifier fields are the following:
...
sign_up_on
(optional)
...
sign_up_by_unit_identifier
(optional)
...
The unit that signed up the rewards participant. The allowed unit identifier fields are the following:
...
enable_automatic_spend
(optional)
...
Defines whether the rewards participant requires automatic spend on purchase events or not
| Tip |
|---|
Available from CRM.COM R11.0.0 |
...
minimum_wallet_balance
(optional)
...
The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. This is applicable only if the automatic spending is enabled.
| Tip |
|---|
Available from CRM.COM R13.0.0 |
...
minimum_spend_amount
(optional)
...
The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. This is applicable only if the automatic spending is enabled.
| Tip |
|---|
Available from CRM.COM R13.0.0 |
...
maximum_spend_amount
(optional)
...
The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. This is applicable only if the automatic spending is enabled.
| Tip |
|---|
Available from CRM.COM R13.0.0 |
...
udf_string_1
(optional)
...
User Defined Field of type String
...
udf_string_2
(optional)
...
User Defined Field of type String
...
udf_string_3
(optional)
...
User Defined Field of type String
...
udf_string_4
(optional)
...
User Defined Field of type String
...
udf_string_5
(optional)
...
User Defined Field of type String
...
udf_string_6
(optional)
...
User Defined Field of type String
...
udf_string_7
(optional)
...
User Defined Field of type String
...
udf_string_8
(optional)
...
User Defined Field of type String
...
udf_float_1
(optional)
...
Float
...
User Defined Field of type Float
...
udf_float_2
(optional)
...
Float
...
User Defined Field of type Float
...
udf_float_3
(optional)
...
Float
...
User Defined Field of type Float
...
udf_float_4
(optional)
...
Float
...
User Defined Field of type Float
...
udf_date_1
(optional)
...
Date
...
User Defined Field of type Date
...
udf_date_2
(optional)
...
Date
...
User Defined Field of type Date
...
udf_date_3
(optional)
...
Date
...
User Defined Field of type Date
...
udf_date_4
(optional)
...
Date
...
User Defined Field of type Date
...
access_token
(optional)
...
The access token that will be associated with the rewards participant
| Tip |
|---|
Deprecated starting from CRM.COM R8.0.0 |
...
participating_schemes_set
(optional)
...
A list of reward schemes that the rewards participant has joint
...
access_tokens_set
(mandatory on conditions)
...
The access tokens that will be associated with the rewards participant. This information is mandatory if the active access token definition is set up to require at least one access token for each rewards participant
If no records are specified in the set then nothing will be updated. To remove a record use action:"remove". To add a record use action:"add_existing" or "add_new". Different actions can be used within the same set. For example:
| Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
|
"set": [
{
"action": "add_existing",
...........
},
{
"action": "remove",
...........
},
{
"action": "add_new",
...........
}
] |
| Tip |
|---|
Available from CRM.COM R8.0.0 |
...
authorised_rewards_participating_merchants_set
(optional)
...
It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised. This is applicable only if the automatic spending is enabled.
...
| Tip |
|---|
Available from CRM.COM R13.0.0 |
...
fields_set
(optional)
...
Available from CRM.COM R10.0.0
...
| Tip |
|---|
Deprecated starting from CRM.COM R8.0.0 |
...
| Tip |
|---|
Available from CRM.COM R8.0.0 |
...
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 |
|---|
|
HTTP Method: POST Request: Body: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"token":"A0931BF523A24C819181DC9487343F45",
"rewards_participant_identifier": {"number":"76"},
"access_tokens_set":
[
{
"action" : "add_existing",
"access_token_identifier" : { "authentication_code" : "15855832543" }
},
{
"action" : "remove",
"access_token_identifier" : { "authentication_code" : "1256723" }
}
]
} |
Response: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"status":
{
"message": "",
"description": "",
"code": "OK"
},
"data":
{
"sign_up_on": "2014-07-05T15:49:59",
"udf_float_1": 10,
"udf_float_2": 20,
"udf_date_1": "2014-05-05T15:49:59",
"udf_float_3": 30,
"udf_date_2": "2014-06-05T15:49:59",
"udf_float_4": 40,
"number": "76",
"sign_up_by_unit":
{
"community_name": "Internal Community",
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"group_name": "Sales Manager Group",
"description": null,
"alternative_code": "SD1"
},
"udf_date_3": "2014-07-05T15:49:59",
"udf_date_4": "2014-08-05T15:49:59",
"udf_string_1": "udf string 1",
"udf_string_2": "udf string 2",
"participating_schemes_set":
[
{
"sign_up_on": "2014-08-05T15:49:59",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"id": "EA5CCE98F857F3A928E3AA6891323088",
"name": "Sales Scheme",
"description": "Sales Scheme - TC10",
"alternative_code": "SS"
},
"sign_up_by_unit":
{
"id": "CA8896C911589FEDB384001606C2440E",
"name": "Sales Department 2",
"description": "Sales Department 2 under Sales Manager Group",
"alternative_code": "SD2"
},
"id": "C15176CD387C45D78BBB328113CD9BCE"
},
{
"sign_up_on": "2014-05-05T15:49:59",
"scheme":
{
"life_cycle_state": "EFFECTIVE",
"id": "E339CFB9284E8BB291E63CC42E574E88",
"name": "Marketing Reward Scheme",
"description": "Marketing Reward Scheme for Sales Department, CRM Team 1, Marketing Team",
"alternative_code": "MRS"
},
"sign_up_by_unit":
{
"id": "A01DEAA885B5B0F14769F983A2F6A16E",
"name": "Sales Department 1",
"description": null,
"alternative_code": "SD1"
},
"id": "0740FCC927CB47C0B0E2DF3D0AC2E2AB"
}
],
"udf_string_3": "udf string 3",
"udf_string_4": "udf string 4",
"udf_string_5": "udf string 5",
"udf_string_6": "udf string 6",
"log_information":
{
"updated_date": "2015-10-15T13:04:53",
"created_date": "2015-10-15T12:46:02",
"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"
}
},
"udf_string_7": "udf string 7",
"udf_string_8": "udf string 8",
"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"
},
"access_tokens_set":
[
{
"authentication_code": "15855832543",
"life_cycle_state": "EFFECTIVE",
"number": "102",
"identifier": "1241544",
"id": "1BC0D7F84FBC4ABCA04229BEABC6E90B"
}
],
"id": "E1581BDEE0C642A2877806B94C70ADA0"
}
} |
|
| Expand |
|---|
|
HTTP Method: POST Request: Body: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"token":"{{token}}",
"rewards_participant_identifier": {"number":"RP0000000051"},
"access_tokens_set":
[
{
"action" : "add_existing",
"access_token_identifier" : { "authentication_code" : "222" }
},
{
"action" : "remove",
"access_token_identifier" : { "authentication_code" : "1234879456" }
}
]
} |
Response: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"data": {
"log_information": {
"created_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"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": "2016-07-05T08:35:42",
"updated_date": "2016-07-05T08:43:42",
"updated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"created_by_user": {
"person_name": "MPAdministrator",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
}
},
"udf_date_2": "2016-02-28T15:49:59",
"udf_date_1": "2016-01-28T15:49:59",
"udf_date_4": "2016-04-28T15:49:59",
"udf_date_3": "2016-03-28T15:49:59",
"participating_schemes_set": [
{
"scheme": {
"alternative_code": "MS",
"name": "Marketing Scheme",
"description": null,
"id": "6CAAD517743C4C179251282A5B2B58A6",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "56BC61EDEBB749B2B92862CB74E00AFC",
"sign_off_on": null
},
{
"scheme": {
"alternative_code": "SSS",
"name": "Sales Scheme",
"description": "desc",
"id": "3592610A4F01454E97AF71C9E47646FB",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "1F4D25D0C22D4F47818751D2ABB56979",
"sign_off_on": null
}
],
"number": "RP0000000051",
"udf_float_3": 30,
"udf_float_4": 40,
"sign_up_on": "2016-03-28T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"currency": {
"suffix_symbol": null,
"prefix_symbol": "€",
"decimal_part_name": null,
"code": "EUR",
"integer_part_name": null,
"id": "2"
},
"id": "D97CA2ADBD274CD69AC1A27D41E06BF2",
"udf_float_1": 10,
"udf_float_2": 20,
"udf_string_2": "udf string 2",
"udf_string_3": "udf string 3",
"udf_string_4": "udf string 4",
"udf_string_5": "udf string 5",
"udf_string_1": "udf string 1",
"accounts_receivable": {
"number": "ACR0000000272",
"name": "Jane Austin",
"id": "9BBF752EC5A5473C8403A0E59BA9B787",
"life_cycle_state": "ACTIVE",
"account_owner": {
"company_profile": null,
"company_name": null,
"name": "Jane Markinson",
"last_name": "Markinson",
"id": "F3B3D4F601844A88AF5CEED733DBE478",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Jane",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": null,
"gender": null,
"country_of_residence": {
"alternative_code": "CYP",
"three_character_code": "CYP",
"name": "CYPRUS",
"id": "181",
"two_character_code": "CY"
},
"date_of_birth": {
"month": null,
"year": null,
"day": null
},
"industry_sector": null,
"passport_number": null,
"industry": null,
"social_security_number": null,
"id_issued_by_country": null,
"passport_issued_by_country": null
}
}
},
"udf_string_6": "udf string 6",
"udf_string_7": "udf string 7",
"access_tokens_set": [
{
"authentication_code": "222",
"number": "AT0000000034",
"identifier": "2222222",
"id": "F60CA93E227342E88571AD1E30C39867",
"life_cycle_state": "EFFECTIVE",
"classification": null
}
],
"udf_string_8": "udf string 8"
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
}
|
|
POST rewards_participants/terminate
| Tip |
|---|
| Available from CRM.COM R12.0.0 |
This method terminates a rewards participant. A single rewards participant can be terminated in each call.
Resource URL
Parameters
...
termination_reason
(mandatory)
...
rewards_participant_identifier
(mandatory)
...
The rewards participant that will be terminated. Only effective rewards participants can be terminated. The allowed rewards participant identifier fields are the following:
...
replaced_by_rewards_participant_identifier
(mandatory based on conditions)
...
The rewards participant that will replace the terminated rewards participant. The new rewards participant is mandatory when the termination reason reason is set to DUPLICATION and only effective rewards participants can be specified. The allowed rewards participant identifier fields are the following:
...
transfer_wallet_amount
(optional and applicable on conditions)
...
access_tokens_set
(optional and applicable on conditions)
...
fields_set
(optional)
...
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 |
|---|
|
HTTP Method: POST Request: Body: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"token":"{{token}}",
"rewards_participant_identifier":{"number":"RP0000000128"},
"termination_reason":"DUPLICATION",
"replaced_by_rewards_participant_identifier":{"number":"RP0000000146"},
"transfer_wallet_amount":false,
"access_tokens_set":
[
{
"action":"ADD_EXISTING",
"access_token_identifier":{"authentication_code":"accesstoken123"}
},
{
"action":"new",
"authentication_code":"accesstoken1234",
"pass_code":"accessToken1234"
}
]
} |
Response: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"data": {
"log_information": {
"created_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"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": "2016-10-20T09:56:30",
"updated_date": "2016-12-08T13:51:51",
"updated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"created_by_user": {
"person_name": "MPAdministrator",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
}
},
"udf_date_2": null,
"udf_date_1": null,
"udf_date_4": null,
"udf_date_3": null,
"participating_schemes_set": [
{
"scheme": {
"alternative_code": "RSB1SM",
"name": "Rewards Story Board 12 Scheme MA",
"description": null,
"id": "CC7FB6E02C0E416E8B8E6B32C443CDCF",
"life_cycle_state": "EFFECTIVE"
},
"sign_up_on": "2016-10-01T00:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"id": "99C110FAE1DA43C3A1EBF40714E0B3F0",
"sign_off_on": null
}
],
"number": "RP0000000128",
"udf_float_3": null,
"udf_float_4": null,
"sign_up_on": "2016-10-01T00:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"currency": {
"suffix_symbol": null,
"prefix_symbol": "£",
"decimal_part_name": null,
"code": "GBP",
"integer_part_name": null,
"id": "9"
},
"id": "F1E4F5F371F54DF9902522127061F431",
"udf_float_1": null,
"udf_float_2": null,
"udf_string_2": null,
"udf_string_3": null,
"udf_string_4": null,
"udf_string_5": null,
"udf_string_1": null,
"accounts_receivable": {
"number": "ACR0000000497",
"name": "ACR0000000497 Melany Anton",
"id": "41042C7A31914AFD82BC9B2F19BA89BF",
"life_cycle_state": "ACTIVE",
"account_owner": {
"company_profile": null,
"company_name": null,
"name": "Melany Anton",
"last_name": "Anton",
"id": "E6B41F80110B4B9293A3552253571A76",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Melany",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": "546712",
"gender": "FEMALE",
"country_of_residence": {
"alternative_code": "CYP",
"three_character_code": "CYP",
"name": "CYPRUS",
"id": "181",
"two_character_code": "CY"
},
"date_of_birth": {
"month": null,
"year": null,
"day": null
},
"industry_sector": null,
"passport_number": null,
"industry": null,
"social_security_number": null,
"id_issued_by_country": null,
"passport_issued_by_country": null
}
}
},
"auto_spend_authorisation": {
"updated_date": "2016-10-20T09:58:01",
"updated_by_user": {
"person_name": "MPAdministrator",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"enabled": false
},
"life_cycle_state": "TERMINATED",
"spend_blocking_state": {
"updated_date": null,
"updated_by_user": null,
"enabled": false
},
"termination_information": {
"termination_date": "2016-12-08T13:51:23",
"termination_reason": "DUPLICATION",
"terminated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
}
},
"udf_string_6": null,
"udf_string_7": null,
"access_tokens_set": [],
"udf_string_8": null
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
}
|
|
POST rewards_participants/enable_spend_blocking
| Tip |
|---|
Available from CRM.COM R10.1.0 |
This method enables a rewards participant's spend requests blocking. A single rewards participant can be modified in each call.
Resource URL
Parameters
...
Name
...
Type
...
Description
...
token
...
String
...
The token retrieved from the login method
...
rewards_participant_identifier
(mandatory)
...
The rewards participant whose spend requests blocking state will be enabled/disabled. The allowed rewards participant identifier fields are the following:
...
fields_set
(optional)
...
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 |
|---|
|
HTTP Method: POST Request: Body: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"token":"D2C2B14EE43E42AA80DFF05CB8E3F635",
"rewards_participant_identifier":{"number":"RP0000000086"}
} |
Response: | Code Block |
|---|
{
"data": {
"log_information": {
"created_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"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": "2016-09-13T09:47:15",
"updated_date": "2016-09-13T09:54:18",
"updated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"created_by_user": {
"person_name": "MPAdministrator",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
}
},
"udf_date_2": null,
"udf_date_1": null,
"udf_date_4": null,
"udf_date_3": null,
"participating_schemes_set": [],
"number": "RP0000000086",
"udf_float_3": null,
"udf_float_4": null,
"sign_up_on": "2014-09-13T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"currency": {
"suffix_symbol": null,
"prefix_symbol": "£",
"decimal_part_name": null,
"code": "GBP",
"integer_part_name": null,
"id": "9"
},
"id": "51D6C9C39B8445D488F67766F3F2AE3A",
"udf_float_1": null,
"udf_float_2": null,
"udf_string_2": "2",
"udf_string_3": null,
"udf_string_4": null,
"udf_string_5": null,
"udf_string_1": null,
"accounts_receivable": {
"number": "ACR0000000010",
"name": "ACR0000000010 Joe Rogan",
"id": "F98FFAE225DB47B3BDC32E8FDA81ACFC",
"life_cycle_state": "ACTIVE",
"account_owner": {
"company_profile": null,
"company_name": null,
"name": "Joe Rogan",
"last_name": "Rogan",
"id": "20798E691E4541B8A078CCB12239B9D4",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Joe",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": null,
"gender": null,
"country_of_residence": {
"alternative_code": "IRN",
"three_character_code": null,
"name": "IRAN (ISLAMIC REPUBLIC OF)",
"id": "231",
"two_character_code": null
},
"date_of_birth": {
"month": null,
"year": null,
"day": null
},
"industry_sector": null,
"passport_number": null,
"industry": null,
"social_security_number": null,
"id_issued_by_country": null,
"passport_issued_by_country": null
}
}
},
"spend_blocking_state": {
"updated_date": "Tue Sep 13 09:54:18 EEST 2016",
"updated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"enabled": true
},
"udf_string_6": null,
"udf_string_7": "7",
"access_tokens_set": [],
"udf_string_8": null
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
} |
|
POST rewards_participants/disable_spend_blocking
| Tip |
|---|
Available from CRM.COM R10.1.0 |
This method disables a rewards participant's spend requests blocking. A single rewards participant can be modified in each call.
Resource URL
Parameters
...
Name
...
Type
...
Description
...
token
...
String
...
The token retrieved from the login method
...
rewards_participant_identifier
(mandatory)
...
The rewards participant whose spend requests blocking state will be enabled/disabled. The allowed rewards participant identifier fields are the following:
...
fields_set
(optional)
...
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 |
|---|
|
HTTP Method: POST Request: Body: | Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
| {
"token":"D2C2B14EE43E42AA80DFF05CB8E3F635",
"rewards_participant_identifier":{"number":"RP0000000086"}
} |
Response: | Code Block |
|---|
{
"data": {
"log_information": {
"created_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"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": "2016-09-13T09:47:15",
"updated_date": "2016-09-13T09:51:47",
"updated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"created_by_user": {
"person_name": "MPAdministrator",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
}
},
"udf_date_2": null,
"udf_date_1": null,
"udf_date_4": null,
"udf_date_3": null,
"participating_schemes_set": [],
"number": "RP0000000086",
"udf_float_3": null,
"udf_float_4": null,
"sign_up_on": "2014-09-13T15:00:00",
"sign_up_by_unit": {
"alternative_code": "adminunit",
"group_name": "Main Group",
"community_name": "Community",
"name": "Admin Unit",
"description": "admin unit",
"id": "1"
},
"currency": {
"suffix_symbol": null,
"prefix_symbol": "£",
"decimal_part_name": null,
"code": "GBP",
"integer_part_name": null,
"id": "9"
},
"id": "51D6C9C39B8445D488F67766F3F2AE3A",
"udf_float_1": null,
"udf_float_2": null,
"udf_string_2": "2",
"udf_string_3": null,
"udf_string_4": null,
"udf_string_5": null,
"udf_string_1": null,
"accounts_receivable": {
"number": "ACR0000000010",
"name": "ACR0000000010 Joe Rogan",
"id": "F98FFAE225DB47B3BDC32E8FDA81ACFC",
"life_cycle_state": "ACTIVE",
"account_owner": {
"company_profile": null,
"company_name": null,
"name": "Joe Rogan",
"last_name": "Rogan",
"id": "20798E691E4541B8A078CCB12239B9D4",
"life_cycle_state": "FINANCIAL",
"middle_name": null,
"title": null,
"type": "PERSON",
"first_name": "Joe",
"demographics": {
"name_day": {
"month": null,
"day": null
},
"id_number": null,
"gender": null,
"country_of_residence": {
"alternative_code": "IRN",
"three_character_code": null,
"name": "IRAN (ISLAMIC REPUBLIC OF)",
"id": "231",
"two_character_code": null
},
"date_of_birth": {
"month": null,
"year": null,
"day": null
},
"industry_sector": null,
"passport_number": null,
"industry": null,
"social_security_number": null,
"id_issued_by_country": null,
"passport_issued_by_country": null
}
}
},
"spend_blocking_state": {
"updated_date": "Tue Sep 13 09:51:47 EEST 2016",
"updated_by_user": {
"person_name": "CRM COM",
"id": "1",
"email": "dev@crm.com",
"username": "MPAdministrator"
},
"enabled": false
},
"udf_string_6": null,
"udf_string_7": "7",
"access_tokens_set": [],
"udf_string_8": null
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
} |
|
POST rewards_participants/calculate_total_awarded_amount
| Tip |
|---|
Available from CRM.COM R10.1.0 |
This method calculates the total awarded amount that was provided to a specific rewards participant and the amount that was awarded by each scheme that the rewards participant participated to. A single rewards participant can be specified in each call.
Resource URL
Parameters
...
Name
...
Type
...
Description
...
token
...
String
...
The token retrieved from the login method
...
rewards_participant_identifier
(mandatory)
...
The rewards participant for which the awarded amount will be calculated for. The allowed rewards participant identifier fields are the following:
...
reward_scheme_identifier
(optional)
...
The reward scheme that awarded the calculated amount. If specified then the calculation will include only awards provided by the specified reward scheme. The allowed reward scheme identifier fields are the following:
...
from_date
(optional)
...
to_date
(optional)
...
fields_set
(optional)
...
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 |
|---|
|
HTTP Method: POST
Request:
Body:
| Code Block |
|---|
| theme | Confluence |
|---|
| language | javascript |
|---|
| linenumbers | true |
|---|
|
{
"token":"{{token}}",
"rewards_participant":{"number":"1"},
"from_date":"2016-03-23T12:00:40",
"to_date":"2016-03-29T09:00:00"
} |
Response:
| Code Block |
|---|
{
"data": {
"from_date": "2016-03-23T13:43:34",
"to_date": "2016-03-29T08:57:34",
"currency": {
"suffix_symbol": null,
"prefix_symbol": "£",
"decimal_part_name": null,
"code": "GBP",
"integer_part_name": null,
"id": "9"
},
"reward_scheme_awards_set": [
{
"scheme": {
"alternative_code": "SSS",
"name": "Sales Scheme",
"description": "desc",
"id": "3592610A4F01454E97AF71C9E47646FB",
"life_cycle_state": "EFFECTIVE"
},
"total_awarded_amount": 6
},
{
"scheme": {
"alternative_code": "MS",
"name": "Marketing Scheme",
"description": null,
"id": "6CAAD517743C4C179251282A5B2B58A6",
"life_cycle_state": "EFFECTIVE"
},
"total_awarded_amount": 27
}
],
"total_awarded_amount": 33
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
}| Panel |
|---|
|
| Child pages (Children Display) |
|---|
|
|