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Excerpt

This method creates a accounts receivable. Single accounts receivable can be created by each call. Only customer accounts receivable can be created through this method. Accounts receivable are created in an ACTIVE state

...

The accounts receivable billing address.

Name

Type

Description

token

String

The token retrieved from the login method

name

(mandatory on conditions)

String

The name of the account receivable. The account name is mandatory unless the system is configured to generate the name automatically

description

(optional)

StringThe description of the retrieved accounts receivable

notes

(optional)

StringThe notes of the retrieved accounts receivable

vat_number

(optional)

String

The VAT number of the retrieved accounts receivable

Tip

Deprecated from CRM.COM R15.0.0


credit_limit

(optional)

Number

Is the maximum amount of credit that can be provided to the specific accounts receivable, or in other words the maximum balance that the accounts receivable can ever reach.

Tip

Deprecated from CRM.COM R11.0.0


credit_period_operator 

(optional)

String

The credit period operator. The supported values are the following:

  • PLUS
  • MINUS
Tip

Deprecated from CRM.COM R14.0.0


credit_period

(optional)

Number

Credit period is the length of time for which a customer is allowed to settle any given debit

Tip

Deprecated from CRM.COM R14.0.0


classification_identifier

(optional)

Accounts Receivable Classification Identifier

 The accounts receivable classification identifier. The allowed classification identifier fields are the following:

Include Page
V4:accounts_receivable_classification_identifier
V4:accounts_receivable_classification_identifier

credit_rating_code

(optional)

String

The code of  the credit rating. The supported codes are the following:

AAA, AA, A, BAA, BA, B, CAA, CA, C

owned_by_group_identifier

(optional)

Group identifier

The group owning the accounts receivable. The allowed group identifier fields are the following

:

Include Page
V4:group_identifier
V4:group_identifier

privacy_level
Tip

Deprecated from CRM.COM R18.0.0 (replaced with owned_by_unit_identifier)


owned_by_business_unit_identifier

(optional)

Privacy level Business Unit identifier

The

privacy level of

business unit owning the accounts receivable. The allowed

privacy level

business unit identifier fields are the following

:

Include Page
V4:

privacy

business_

level

unit_identifier
V4:

privacy

business_

level

unit_identifier

currency

Tip

Available from CRM.COM R18.0.0


privacy_level_identifier

(optional)

Currency Privacy level identifier

The privacy level of the accounts receivable. The allowed privacy level identifier fields are the following

Include Page
V4:privacy_level_identifier
V4:privacy_level_identifier

Tip

Deprecated from CRM.COM R18.0.0


currency_identifier

(optional)

Currency identifier

The accounts receivable currency. If not specified, then CRM.COM's default currency is defined as the accounts receivable currency. The allowed currency identifier fields are the following:

Include Page
V4:currency_identifier
V4:currency_identifier

Tip

Available from CRM.COM R10.0.0


account_manager

(optional)

User Identifier

The identifier of the user that should be set as the Account Manager. The allowed user identifier fields are the following:

Include Page
V4:user_identifier
V4:user_identifier

Assigning an Account Manager is only applicable for Accounts Receivables that are owned by a COMPANY

Tip

Available from CRM.COM R14.0.0


is_tax_exempt

(optional)

Boolean

Defines whether the account owner is Tax Exempt or not

Tip

Available from CRM.COM R17.0.0


udf_string_1 

(optional)

String

User Defined Field of type String

udf_string_2 

(optional)

String

User Defined Field of type String

udf_string_3 

(optional)

String

User Defined Field of type String

udf_string_4 

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6 

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

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

contactcustom_field_informationset

(mandatoryoptional)

Contact information objectThe contact information of Set of Custom Fields

The custom fields that are associated with the accounts receivable

owner.

billing_address

(mandatory)

Billing Address Object
Tip

From CRM.COM R14.3.0, billing_address is mandatory based on the accounts receivable definitions' billing address rules

wallet_top_up_rules

(optional)

Wallet Top Up Rules Object

The accounts receivable wallet top up rules. Applicable only if the account owner owns a wallet and has opt in to recurring payments through payment preferences.

If no records are specified in the set then nothing will be updated. To add or update a value on a custom field use the custom field name as configured in CRM.COM along with the respective value. To remove a value from a custom field use the custom field name as configured in CRM.COM along with an empty value

Code Block
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"custom_field_set": [
	{"field_name" : "value"},
	{"field_name" : "value"}
]


Tip

Available from CRM.COM

R14

R16.2.0

presentment_preferences_set 


contact_information

(

optional

mandatory)

Set of Presentment Preferences Object            Contact information objectThe presentment preferences contact information of the retrieved accounts receivable owner

paymentbilling_preferences_setaddress

(optionalmandatory)

Set of Payment Preferences Object      

The payment preferences of the retrieved accounts receivable

access_tokens_set

(mandatory on conditions)

Set of Access Token ObjectsThe access tokens that will be associated with the accounts receivable. This information is mandatory if the active access token definition is set up to require at least one access token for each Billing Address Object

The accounts receivable billing address

Tip

From CRM.COM R14.3.0, billing_address is mandatory based on the accounts receivable definitions' billing address rules


rewards

(optional)

Rewards Object

The rewards information of the accounts receivable

Tip

Available from CRM.COM

R8

R17.0.0


fields_setwallet_top_up_rules

(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 returnedWallet Top Up Rules Object

The accounts receivable wallet top up rules. Applicable only if the account owner owns a wallet and has opt in to recurring payments through payment preferences.

Tip

Available from CRM.COM R10R14.02.0

...


...

preferences_set 

(optional)

Set of Presentment Preferences Object            

The presentment preferences of the retrieved accounts receivable


payment_preferences_set

(optional)

Set of Payment Preferences Object      

The payment preferences of the retrieved accounts receivable

access_tokens_set

(mandatory on conditions)

Set of Access Token Objects

The access tokens that will be associated with the accounts receivable. This information is mandatory if the active access token definition is set up to require at least one access token for each accounts receivable

Tip

Available from CRM.COM R8.0.0

Deprecated from CRM.COM R18.0.0


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

Tip

Available from CRM.COM R10.0.0


Anchor
accounts_receivable_create referred objects parameters
accounts_receivable_create referred objects parameters
Referred Parameter Objects Data

Include Page
V4:contact_information_parameters
V4:contact_information_parameters

Include Page
V4:billing_address_parameter
V4:billing_address_parameter

Include Page
V4:accounts_receivable_rewards_parameters
V4:accounts_receivable_rewards_parameters

Include Page
V4:wallet_top_up_rules_parameter
V4:wallet_top_up_rules_parameter

Include Page
V4:accounts_receivable_presentment_preference_parameter
V4:accounts_receivable_presentment_preference_parameter

Include Page
V4:accounts_receivable_payment_preference_parameter
V4:accounts_receivable_payment_preference_parameter

...

Response Data

Include Page
V4:accounts_receivable_completeV4:accounts_receivable_complete

Examples

...

titleExample 1

HTTP Method: POST

Request

Body

...

languagejavascript
themeConfluence
linenumberstrue

...

_receivable_complete
V4:accounts_receivable_complete

Examples

Expand
titleExample 1

HTTP Method: POST


Request


Body

Code Block
languagejavascript
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linenumberstrue
{
  "token":"1A2C10CE446847C6BDD71FB816D95A0D",
"name":"Andrew Tomas2",
"description":"normal account",
"notes": "there are currently no notes",
"vat_number":"10",
"credit_limit" :10,
"credit_period_operator":"PLUS",
"credit_period":2,
"classification_identifier":{"alternative_code":"SA"},
"credit_rating_code":"AAA",
"owned_by_group_identifier":{"name":"Main Group"},
"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",
"contact_information":
{
  "action":"NEW",
  "type":"PERSON",
  "first_name":"Andrew",
  "last_name":"Tomas2",
  "address_set":
            [
                {
                    "type":"HOME",
                    "street_name":"Thomas V"
                }
            ],
 },
 "billing_address":
 {
   "action":"EXISTING",
   "type":"HOME"
 },
"presentment_preferences_set":
[
   {
   
        "presentment_preference_identifier":{"name":"By Email"},
    "state":"ACTIVE",
"email":{"action":"NEW","email":{
"type":"BUSINESS",
"email_address":"test@gmail.com"}
}
    }
],
"payment_preferences_set":
[
   {
       "account_holder": "Lucia Papapavlou",
       "is_default":true,
       "bank_account_number": "001002003",
       "payment_preference_identifier":{"alternative_code":"BTP"},
       "bank_account_type_identifier":{"alternative_code":"SA"},
       "bank_identifier":{"alternative_code":"BOC"},
       "bank_branch_identifier":{"name":" BOC 1"},
   }
]
}


Response

Code Block
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{
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "notes": "Marios Lannister\t17/5/2016 11:33:35\tthere are currently no notes",
    "udf_float_1": 10,
    "udf_float_2": 20,
    "credit_period": 2,
    "udf_float_3": 30,
    "udf_float_4": 40,
    "number": "ACR001027",
    "name": "Andrew Tomas2",
    "udf_string_1": "udf string 1",
    "udf_string_2": "udf string 2",
    "privacy_level": null,
    "contact_information": {
      "last_name": "Tomas2",
      "middle_name": null,
      "life_cycle_state": "FINANCIAL",
      "company_profile": null,
      "title": null,
      "first_name": "Andrew",
      "type": "PERSON",
      "id": "786E6D78AC764BECB616D34D2D61F053",
      "name": "Tomas2 Andrew",
      "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": null,
        "industry": null,
        "id_issued_by_country": null
      }
    },
    "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",
    "id": "0C6F60B6DE7D4853A6E41E5FE537EDEC",
    "credit_period_operator": "PLUS",
    "balance": 0,
    "outstanding_amount": 0,
    "payment_preferences_set": [
      {
        "default": true,
        "payment_preference": {
          "type": "OTHER",
          "id": "0135CB827A97DC1ECDA7EEA993A8ED09",
          "name": "Bank Transfer Payment",
          "description": null,
          "alternative_code": "BTP"
        },
        "bank_branch": {
          "id": "7559D997AD2DA661F2FC3AFE90257F79",
          "name": " BOC 1",
          "alternative_code": "B1"
        },
        "cards_set": [],
        "id": "4FEEB97864804D57BDF86D4459E887DB",
        "bank": {
          "id": "A5B487FA26F43959188DB9584D2522D5",
          "name": "Bank of Cyprus",
          "alternative_code": "BOC"
        },
        "use_for_recurring_payments": null,
        "account_holder": "Lucia Papapavlou",
        "bank_account_number": "001002003",
        "default_card": null,
        "bank_account_type": {
          "id": "249CEEE1901507788DF83C8758E4716E",
          "name": "Savings Account",
          "alternative_code": null
        }
      }
    ],
    "credit_rating": {
      "name": "key_aaa_-_subject_to_minimal_credit_risk",
      "code": "AAA"
    },
    "classification": {
      "id": "DE3DC5FD43B51C09F7E0573B845ABE08",
      "name": "Standard Customer",
      "alternative_code": "SA"
    },
    "udf_date_1": "2014-05-05T15:49:59",
    "udf_date_2": "2014-06-05T15:49:59",
    "udf_date_3": "2014-07-05T15:49:59",
    "accounting_period": null,
    "udf_date_4": "2014-08-05T15:49:59",
    "billing_address": {
      "udf_string_10": null,
      "street_number": null,
      "care_of": null,
      "udf_string_11": null,
      "udf_float_1": null,
      "street_name": "Thomas V",
      "udf_string_12": null,
      "udf_float_2": null,
      "udf_string_13": null,
      "udf_float_3": null,
      "udf_string_14": null,
      "udf_float_4": null,
      "udf_string_15": null,
      "udf_string_16": null,
      "po_box": null,
      "udf_string_1": null,
      "floor": null,
      "udf_string_2": null,
      "area": null,
      "udf_string_3": null,
      "district": null,
      "udf_string_4": null,
      "udf_string_5": null,
      "udf_string_6": null,
      "udf_string_7": null,
      "state": "Active",
      "udf_string_8": null,
      "udf_string_9": null,
      "country": {
        "three_character_code": "CYP",
        "two_character_code": "CY",
        "id": "181",
        "name": "CYPRUS",
        "alternative_code": null
      },
      "id": "78C14BFC8BB248FFB6A86EC91464E666",
      "postal_code": null,
      "udf_date_1": null,
      "udf_date_2": null,
      "udf_date_3": null,
      "udf_date_4": null,
      "po_box_postal_code": null,
      "apartment_number": null,
      "town_city": null,
      "type": "HOME",
      "municipality": null
    },
    "primary_account": true,
    "owned_by_group": {
      "community_name": "Internal Community",
      "id": "84F33366CB592BAAE7E2044D93611C6A",
      "name": "Main Group",
      "description": "Main Group",
      "alternative_code": "MG1"
    },
    "log_information": {
      "updated_date": "2016-05-17T11:33:36",
      "created_date": "2016-05-17T11:33:35",
      "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"
      }
    },
    "presentment_preferences_set": [
      {
        "state": "ACTIVE",
        "presentment_method": {
          "state": "ACTIVE",
          "type": "EMAIL",
          "id": "06A57761BCC28FA9687C57321F2BEB28",
          "name": "By Email",
          "description": null,
          "contact_information": {
            "last_name": "Spector",
            "middle_name": null,
            "life_cycle_state": "FINANCIAL",
            "company_profile": null,
            "title": null,
            "first_name": "Mathew",
            "type": "PERSON",
            "id": "95548C3522A249E6B452D20C700BA95C",
            "name": "Spector Mathew",
            "company_name": null,
            "demographics": {
              "gender": null,
              "passport_issued_by_country": null,
              "social_security_number": "1245",
              "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": "454545",
              "industry": null,
              "id_issued_by_country": null
            }
          },
          "alternative_code": "BE"
        },
        "id": "7528AC290B9D4034907531E495752CBE",
        "email": {
          "notes": null,
          "udf_float_1": null,
          "udf_float_2": null,
          "udf_date_1": null,
          "udf_float_3": null,
          "udf_date_2": null,
          "udf_float_4": null,
          "udf_date_3": null,
          "udf_date_4": null,
          "udf_string_1": null,
          "udf_string_2": null,
          "udf_string_3": null,
          "udf_string_4": null,
          "udf_string_5": null,
          "udf_string_6": null,
          "state": "Active",
          "udf_string_7": null,
          "udf_string_8": null,
          "type": "key_business",
          "id": "66980E70BF9742C9A9A2E0D8EE23CED3",
          "email": "test@gmail.com"
        },
        "phone": null
      }
    ],
    "credit_limit": 10,
    "opening_balance": null,
    "life_cycle_state": "ACTIVE",
    "access_tokens_set": [],
    "opening_balance_date": null,
    "type": "CUSTOMER",
    "credit_limit_status": "NOT_EXCEEDED",
    "description": "normal account"
  }
}



Expand
titleExample 2

HTTP Method: POST


Request


Body

Code Block
languagejavascript
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linenumberstrue
{
	"token":"{{token}}",
	"name":"Mike",
	"description":"normal account",
	"notes": "there are currently no notes",
	"vat_number":"10",
	"credit_limit" :10,
	"credit_period_operator":"PLUS",
	"credit_period":2,
	"classification_identifier":{"alternative_code":"SA"},
	"credit_rating_code":"AAA",
	"owned_by_group_identifier":{"name":"Main Group"},
	"contact_information":
	{
  		"action":"NEW",
  		"type":"PERSON",
  		"first_name":"AndrewMike",
  		"last_name":"Tomas2Peterson",
   	"address_set":
   	[
   		{
    [     "type":"HOME",
         "street_name":"Thomas V"
 {  		}
   	],
  },
 	"billing_address":
 	{
  	 	"action":"EXISTING",
   		"type":"HOME",
	 },
	"presentment_preferences_set":
	[
   	{
            "street_	"presentment_preference_identifier":{"name":"ThomasBy V"
                }Email"},
            ],
 },
 "billing_address":
 {
   	"state":"ACTIVE",
	"email":{"action":"EXISTINGNEW",
   "email":{
			"type":"HOMEBUSINESS"
 },
			"presentmentemail_preferences_setaddress":
["test@gmail.com"}
			}
   {    
     	}
	],
  "presentmentfields_preference_identifierset":{"name":"By Email"},,type,life_cycle_state,credit_limit_status,credit_limit,presentment_preferences_set,classification,email,billing_address"
}


Response

Code Block
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{
    "statestatus":"ACTIVE",
"email":{"action":"NEW","email":{
"type":"BUSINESS",
"email_address":"test@gmail.com"}
} {
        "message": "",
        "description": "",
        "code": "OK"
    }
],
"payment_preferences_set": [   "data": {
        "accountbilling_holderaddress": "Lucia Papapavlou", {
            "isudf_string_default10":true null,
            "bankstreet_account_number": "001002003"null,
            "paymentcare_preference_identifier":{"alternative_code":"BTP"},of": null,
            "bankudf_account_type_identifier":{"alternative_code":"SA"},
  string_11": null,
    "bank_identifier":{"alternative_code":"BOC"},        "bankudf_branch_identifier":{"name":" BOC 1"}float_1": null,
   } ] }

Response

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{   "status": {     "messagestreet_name": "Thomas V",
    "description": "",        "codeudf_string_12": "OK"null,
   },   "data": {     "notesudf_float_2": null,
"Marios Lannister\t17/5/2016 11:33:35\tthere are currently no notes",            "udf_float_1": 10,string_13": null,
            "udf_float_23": 20null,
    "credit_period": 2,        "udf_floatstring_314": 30null,
            "udf_float_4": 40null,
    "number": "ACR001027",     "name": "Andrew Tomas2",
    "udf_string_115": "udf string 1"null,
    "udf_string_2": "udf string 2",     "privacyudf_string_level16": null,
    "contact_information": {       "lastpo_namebox": "Tomas2"null,
      "middle_name": null,       "lifeudf_cyclestring_state1": "FINANCIAL"null,
      "company_profile": null,       "titlefloor": null,
 
    "first_name": "Andrew",        "typeudf_string_2": "PERSON"null,
      "id      "area": "786E6D78AC764BECB616D34D2D61F053",
  null,
   "name": "Tomas2 Andrew",       "companyudf_string_name3": null,
      "demographics": {         "genderdistrict": null,
            "passportudf_issuedstring_by_country4": null,
            "socialudf_securitystring_number5": null,
            "passportudf_string_number6": null,
        "industry_sector    "udf_string_7": null,
        "country_of_residence    "state": {"Active",
            "threeudf_characterstring_code8": "CYP"null,
            "twoudf_characterstring_code9": "CY"null,
            "idcountry": "181",{
                "namethree_character_code": "CYPRUSCYP",
          "alternative      "two_character_code": null
"CY",
       },         "name_dayid": {"181",
          "month": null,           "dayname": null"CYPRUS",
        },         "datealternative_of_birthcode": {null
           "month": null},
            "dayid": null"1DC48B413E434BA88CC5133DE8218B19",
            "yearpostal_code": null
,
       },         "id_number"udf_date_1": null,
        "industry    "udf_date_2": null,
            "idudf_issueddate_by_country3": null
  ,
   }     },     "udf_stringdate_34": "udf string 3", null,
            "udfpo_box_stringpostal_4code": "udf string 4",null,
            "udfapartment_string_5number": "udf string 5"null,
    "udf_string_6": "udf string 6",     "udftown_string_7city": "udf string 7"null,
    "udf_string_8": "udf string 8",     "idtype": "0C6F60B6DE7D4853A6E41E5FE537EDECHOME",
    "credit_period_operator": "PLUS",        "balancemunicipality": null
0,       "outstanding_amount": 0, },
        "paymentpresentment_preferences_set": [
            {
          "default": true,     "state": "ACTIVE",
  "payment_preference": {              "typepresentment_method": "OTHER",{
          "id": "0135CB827A97DC1ECDA7EEA993A8ED09",           "namestate": "Bank Transfer PaymentACTIVE",
          "description": null,           "alternative_codetype": "BTPEMAIL",
        },            "bank_branchid": {
 "06A57761BCC28FA9687C57321F2BEB28",
        "id": "7559D997AD2DA661F2FC3AFE90257F79",           "name": "By BOC 1Email",
          "alternative_code": "B1"          "description": }null,
        "cards_set": [],            "idcontact_information": "4FEEB97864804D57BDF86D4459E887DB", {
            "bank": {           "idlast_name": "A5B487FA26F43959188DB9584D2522D5Spector",
          "name": "Bank of Cyprus",           "alternative_code": "BOC"
middle_name": null,
       },         "use_for_recurring_payments": null,
        "accountlife_cycle_holderstate": "Lucia PapapavlouFINANCIAL",
        "bank_account_number": "001002003",                "defaultcompany_cardprofile": null,
        "bank_account_type": {                "idtitle": "249CEEE1901507788DF83C8758E4716E"null,
          "name": "Savings Account",              "alternativefirst_codename": null"Mathew",
        }       }     ],     "credit_ratingtype": {"PERSON",
      "name": "key_aaa_-_subject_to_minimal_credit_risk",       "code": "AAA"     },     "classificationid": "95548C3522A249E6B452D20C700BA95C",
{       "id": "DE3DC5FD43B51C09F7E0573B845ABE08",       "name": "Standard Customer",       "alternative_codename": "SASpector Mathew",
    },        "udf_date_1": "2014-05-05T15:49:59",     "udf_date_2": "2014-06-05T15:49:59",     "udfcompany_date_3name": "2014-07-05T15:49:59"null,
    "accounting_period": null,     "udf_date_4": "2014-08-05T15:49:59",     "billing_address": {       "udf_string_10demographics": null,
{
     "street_number": null,       "care_of": null,       "udf_string_11": null,       "udf_float_1gender": null,
        "street_name": "Thomas V",            "udf_string_12": null,       "udfpassport_issued_floatby_2country": null,
      "udf_string_13": null,              "udf_float_3": null,       "udfsocial_stringsecurity_14number": null"1245",
      "udf_float_4": null,       "udf_string_15": null,       "udf_string_16": null,       "popassport_boxnumber": null,
      "udf_string_1": null,       "floor": null,       "udf_string_2": null,       "areaindustry_sector": null,
      "udf_string_3": null,              "district": null,       "udfcountry_stringof_4residence": {
 null,       "udf_string_5": null,       "udf_string_6": null,       "udf_string_7": null,       "statethree_character_code": "ActiveUSA",
      "udf_string_8": null,       "udf_string_9": null,       "country": {         "threetwo_character_code": "CYPUS",
        "two_character_code": "CY",              "id": "181",         "nameid": "CYPRUS127",
            "alternative_code": null             },       "idname": "78C14BFC8BB248FFB6A86EC91464E666UNITED STATES",
      "postal_code": null,          "udf_date_1": null,       "udf_date_2": null,       "udfalternative_date_3code": null,
      "udf_date_4": null,       "po_box_postal_code": null,       "apartment_number": null,     },
 "town_city": null,       "type": "HOME",       "municipality": null     },     "primaryname_accountday": {
true,       "owned_by_group": {       "community_name": "Internal Community",       "id": "84F33366CB592BAAE7E2044D93611C6A",       "namemonth": "Main Group"null,
      "description": "Main Group",       "alternative_code": "MG1"     },     "log_information": {       "updated_dateday": "2016-05-17T11:33:36", null
        "created_date": "2016-05-17T11:33:35",       "created_by_unit": {         "community_name": "Internal Community"},
        "id": "48305F8849E3C18B227C5BE3A27BA6DF",         "name": "Admin Unit",         "groupdate_of_namebirth": "Main Group",{
        "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",         "alternative_code":  "MGmonth": null,
     },       "updated_by_unit": {         "community_name": "Internal Community",         "idday": "48305F8849E3C18B227C5BE3A27BA6DF"null,
         "name": "Admin Unit",            "group_name": "Main Group",         "descriptionyear": "r1null
Test Description for resource  request tab.Test Description for resource  request tab.",         "alternative_code": "MG"       },
       "created_by_user": {         "person_name": "Marios Lannister",         "usernameid_number": "MPAdministrator454545",
            "id": "1"         },       "updated_by_userindustry": {null,
        "person_name": "Marios Lannister",         "username": "MPAdministrator",         "id_issued_by_country": "1"null
      }     },     "presentment_preferences_set": [       {}
        "state": "ACTIVE",         "presentment_method": { },
         "state": "ACTIVE",
          "typealternative_code": "EMAILBE",
          "id": "06A57761BCC28FA9687C57321F2BEB28",     },
     "name": "By Email",           "descriptionid": null"D5D6142208764ABC836921331DE0D6C5",
          "contact_information": {     "email": {
      "last_name": "Spector",             "middle_namenotes": null,
                    "lifeudf_cyclefloat_state1": "FINANCIAL", null,
                    "companyudf_float_profile2": null,
            "title        "udf_date_1": null,
                 "first_name   "udf_float_3": "Mathew"null,
             "type       "udf_date_2": "PERSON"null,
            "id": "95548C3522A249E6B452D20C700BA95C",       "udf_float_4": null,
     "name": "Spector Mathew",             "companyudf_date_name3": null,
            "demographics": {       "udf_date_4": null,
      "gender": null,               "passportudf_issuedstring_by_country1": null,
                    "socialudf_securitystring_number2": "1245", null,
                    "passportudf_string_number3": null,
              "industry_sector      "udf_string_4": null,
              "country_of_residence": {      "udf_string_5": null,
                    "threeudf_characterstring_code6": "USA"null,
                "two_character_code    "state": "USActive",
                    "idudf_string_7": "127",null,
                    "nameudf_string_8": "UNITED STATES"null,
                "alternative_code": null   "type": "BUSINESS",
          },          "id": "A446507203C24ECE88445C09BA5C0627",
   "name_day": {                "email": "monthtest@gmail.com":
null,                },
"day": null               },
"phone": null
             "date_of_birth": {}
        ],
         "monthcredit_limit": null10,
        "life_cycle_state": "ACTIVE",
        "dayclassification": null,
   {
            "yearid": null"DE3DC5FD43B51C09F7E0573B845ABE08",
            "name": "Standard }Customer",
              "idalternative_numbercode": "454545SA",
        },
        "industrytype": null"CUSTOMER",

             "id_issued_by_country"name": null"Mike",
        "credit_limit_status": "NOT_EXCEEDED"
  }      }
}



Expand
titleExample 3

HTTP Method: POST


Request


Body

Code Block
languagejavascript
themeConfluence
linenumberstrue
{
    }"token": "{{token}}",
  "name": "New Participant account ",
   "alternative_codedescription": "BEnormal account",
  "notes": "there are currently no  }notes",
        "id"vat_number": "7528AC290B9D4034907531E495752CBE10",
     
  "emailcredit_limit": {
10,
         "notes"credit_period_operator": null"PLUS",
 
        "udf_float_1"credit_period": null2,
          "udf_float_2"credit_rating_code": null,
     "AAA",
    "udfowned_by_dategroup_1identifier": null,
    {
     "udf_float_3name": null,"Main Group"
    },
    "udfcontact_date_2information": null,{
    "action": "NEW",
    "udf_float_4type": null"PERSON",
    "first_name": "New",
    "udflast_date_3name": null,"Participant from account   ",
     "udfaddress_date_4set": null,[
      {
   "udf_string_1": null,           "udf_string_2"type": null"HOME",
          "udfstreet_string_3name": null,"Thomas V"
         "udf_string_4": null,}
    ]
  },
  "udf_stringbilling_5address": null,{
    "action": "EXISTING",
    "udf_string_6type": null,"HOME"
  },
   "rewards": {
  "statesign_up_on": "Active"2019-07-23T17:00:00",
     "sign_up_by_unit_identifier":{"name":"Admin Unit"},
    "udfparticipating_stringschemes_7set":
null,   [
     {
       "udfsign_string_8": nullup_on": "2019-07-23T17:00:00" ,
          "type": "key_business""sign_up_by_unit_identifier":{"name":"Admin Unit"},
          "id": "66980E70BF9742C9A9A2E0D8EE23CED3""reward_scheme_identifier":{"name":"Main Rewards Scheme"},
          "email_address": "test@gmailtest@crm.com"
        },
        "phonereference_code": null"test"
      }
    ],

   "creditenable_automatic_limitspend": 10true,
    "openingminimum_wallet_balance": null10,
    "lifeminimum_cyclespend_stateamount":1,
"ACTIVE",   "maximum_spend_amount":15,
   
 "access_tokens  "authorised_rewards_participating_merchants_set":
[],   [
 "opening_balance_date": null,   {
 "type": "CUSTOMER",     "creditrewards_participating_limitmerchant_statusidentifier": {"NOT_EXCEEDED",unit_identifier":{"name":"Kounta Unit"}}
     }
 "description": "normal account"  ]
 
 }
}
Expand
titleExample 2


HTTP Method: POST

Request

Body

Response

Code Block
languagejavascript
themeConfluence
linenumberstrue

    {
	"token    "data":"{{token}}",
	"name":"Mike",
	"description":"normal account",
	 {
        "notes": "thereAdministrator Company\t23/7/2019 18:22:13\tthere are currently no notes",
	"vat_number":"10",
	"credit_limit" :10,
	"credit_period_operator":"PLUS",
	"credit_period":2,
	"classification_identifier":{"alternative_code":"SA"},
	"credit_rating_code":"AAA",
	"owned_by_group_identifier":{"name":"Main Group"},
	"contact_information":
	{
  		"action":"NEW",
  		"type":"PERSON",
  		"first_name":"Mike",
  		"last_name":"Peterson",
   	"address_set":
   	[
   		{        "log_information": {
            "created_by_unit": {
                "alternative_code": "MU",
                "group_name": "Main Group",
                "community_name": "Main Community",
                "name": "Main Unit",
                "description": "Main Unit",
                "id": "1"
            },
            "updated_by_unit": {
                "typealternative_code": "HOMEMU",
         "street       "group_name": "ThomasMain VGroup",
   		}    	],   },  	"billing_address":  	{   	 	"action"community_name": "EXISTINGMain Community",
 
 		"type":"HOME" 	 },
	"presentment_preferences_set":
	[       	{      	"presentment_preference_identifier":{"name": "ByMain EmailUnit"},
    	"state":"ACTIVE", 	"email":{"action":"NEW","email":{ 			"type":"BUSINESS", 			"email_address":"test@gmail.com"} 			}     	} 	],   "fields_setdescription":"name,type,life_cycle_state,credit_limit_status,credit_limit,presentment_preferences_set,classification,email,billing_address"
}

Response

Code Block
languagejavascript
themeConfluence
linenumberstrue
{ "Main Unit",
      "status": {         "messageid": "1"
            },
            "descriptioncreated_date": "2019-07-23T18:22:15",
            "codeupdated_date": "OK"2019-07-23T18:22:15",
    },        "dataupdated_by_user": {
          "billing_address      "person_name": {"Administrator Company",
                "udf_string_10id": null"1",
            "street_number    "email": null,"crm@crm.com",
                "care_ofusername": null "mpadministrator"
            },
            "udfcreated_stringby_11user": null, {
                "udfperson_float_1name": "Administrator nullCompany",
            "street_name    "id": "Thomas V1",
                "udf_string_12email": null"crm@crm.com",
            "udf_float_2": null,    "username": "mpadministrator"
            }
   "udf_string_13": null,    },
        "udfpayment_floatpreferences_3set": null[],

           "udfowned_stringby_14group": null,{
            "udfalternative_float_4code": null"MG",
            "udfcommunity_string_15name": null"Main Community",
            "udf_string_16name": null"Main Group",
            "po_boxdescription": null"Main Group",
            "udf_string_1id": null"1",
            "floorunified_code": null,"MG"
        },
        "udfcustom_stringfield_2set": null[],
 
          "areadescription": null"normal account",
            "udfcontact_string_3information": null,{
            "districtcompany_profile": null,
            "udfcompany_string_4name": null,
            "udf_string_5name": null "New Participant from account",
            "udflast_string_6name": null"Participant from account ",
            "udf_string_7id": null"1DAEA7DF3936465BA95CFDA8261F5A03",
            "life_cycle_state": "ActiveFINANCIAL",
            "udfmiddle_string_8name": null,
            "udf_string_9title": null,
            "countrytype": {
 "PERSON",
              "threefirst_character_codename": "CYPNew",
   
            "two_character_codedemographics": "CY",{
                "idname_day": "181",{
                    "namemonth": "CYPRUS"null,
                    "alternative_codeday": null
                },
                "id_number": "1DC48B413E434BA88CC5133DE8218B19"null,
            "postal_code    "passport_number_expiration_date": null,
            "udf_date_1    "gender": null,
                "udfcountry_dateof_2residence": null, {
                    "udfalternative_date_3code": null"CY",
            "udf_date_4        "three_character_code": null"CYP",
             "po_box_postal_code       "name": null"CYPRUS",
            "apartment_number": null,        "id": "1604",
     "town_city": null,               "typetwo_character_code": "HOMECY",
              "municipality": null },
       },         "presentmentdate_preferencesof_setbirth": [{
            {           "month": null,
     "state": "ACTIVE",                 "presentment_method"year": {null,
                    "stateday": "ACTIVE",null
                },
   "type": "EMAIL",            "id_number_expiration_date": null,
       "id": "06A57761BCC28FA9687C57321F2BEB28",        "passport_number": null,
           "name": "By Email",   "social_security_number": null,
                "descriptionid_issued_by_country": null,
                "passport_issued_by_country": null
  "contact_information": {          }
        },
        "lastbilling_nameaddress": "Spector",{
            "country": {
          "middle_name": null,        "alternative_code": "CY",
                "lifethree_cyclecharacter_statecode": "FINANCIALCYP",
                        "company_profile"name": null"CYPRUS",
                        "title"id": null"1604",
                        "first_name"two_character_code": "MathewCY",
            },
            "typeapartment_number": "PERSON"null,
            "care_of": null,
            "idis_primary": "95548C3522A249E6B452D20C700BA95C"true,
            "municipality": null,
            "nametype": "Spector MathewHOME",
            "udf_date_2": null,
            "companyudf_date_name1": null,
            "udf_date_4": null,
            "demographicsstreet_name": {"Thomas V",
            "udf_date_3": null,
             "genderudf_float_3": null,
            "udf_float_4": null,
              "passportudf_issuedstring_by_country15": null,
            "po_box_postal_code": null,
              "socialudf_securitystring_number16": "1245"null,
               "udf_string_13": null,
            "passportudf_string_number14": null,
               "udf_string_11": null,
            "industryudf_string_sector12": null,
            "id": "B8CCCD2FB9FE4E199E904D4C7F234309",
              "countryudf_ofstring_residence10": {null,
                "udf_float_1": null,
               "three_character_code"floor": "USA"null,
                  "udf_float_2": null,
             "twoudf_characterstring_code2": "US"null,
            "area": null,
                  "id"udf_string_3": "127"null,
            "udf_string_4": null,
            "udf_string_5": null,
     "name": "UNITED STATES",     "udf_string_1": null,
            "po_box": null,
            "alternativetown_codecity": null,
            "district": null,
              }"street_number": null,
              "postal_code": null,
             "nameudf_string_day6": {null,
            "udf_string_7": null,
                  "month"udf_string_8": null,
            "udf_string_9": null
         },
        "dayprimary_account": nulltrue,
        "type": "CUSTOMER",
                  }"partner_account": false,
        "udf_date_2": null,
        "udf_date_1": null,
        "udf_date_of_birth4": {null,
            "udf_date_3": null,
        "number": "574",
         "monthudf_float_3": null,
        "udf_float_4": null,
        "balance": 0,
            "day"is_tax_exempt": nullfalse,
        "credit_limit": 300,
        "credit_period": {
            "yearcredit_period_uot": null"MONTHS",
            "credit_period_operator": "PLUS",
              }"credit_period": 5,
            "credit_period_setting": "X_DAYS_AFTER",
              "idcredit_period_number_of_days": "454545", 5
        },
        "currency": {
            "industrysuffix_symbol": null,
               "prefix_symbol": "€",
            "iddecimal_issuedpart_by_countryname": null,
            "code": "EUR",
          }  "integer_part_name": null,
                 },
  "id": "BC91",
                 "alternative_code"life_cycle_state": "BEEFFECTIVE"
        },
       }, "id": "43A0A6AC627545E5AAB26C089D95A900",
              "id"opening_balance": "D5D6142208764ABC836921331DE0D6C5"0,
        "udf_float_1": null,
        "emailudf_float_2": {null,
        "udf_string_2": null,
          "notes"opening_balance_date": null,
        "udf_string_3": null,
          "udf_floatstring_14": null,
           "udf_string_5": null,
        "udfprivacy_float_2level": null,
        "presentment_preferences_set": [],
          "udf_datestring_1": null,
           "life_cycle_state": "ACTIVE",
        "udf_float_3classification": null,{
            "alternative_code": "SC",
      "udf_date_2": null,     "name": "Standard Customer",
             "udf_float_4id": null,"63E096DF859A44ED958007C71F0389E5"
        },
           "udfcredit_datelimit_3status": null"NOT_EXCEEDED",
        "parent_account": false,
          "udfcredit_date_4rating": null,
      {
             "udf_string_1code": null,
    "AAA",
             "name":  "udf_string_2": null,"key_aaa_-_subject_to_minimal_credit_risk"
        },
        "name": "New Participant account "udf_string_3": null,
           "outstanding_amount": 0,
        "udf_string_46": null,
        "udf_string_7": null,
          "udfaccounting_string_5period": null,
        "access_tokens_set": [],
          "udf_string_68": null,
 
                  "state"rewards": "Active",
{
                   "udf_string_7"participating_schemes_set": null,[
                 {
  "udf_string_8": null,                 "scheme": {
  "type": "BUSINESS",                     "idalternative_code": "A446507203C24ECE88445C09BA5C0627MRS",
                        "emailname": "test@gmail.com"Main Rewards Scheme",
                 },       "description": "hello8",
        "phone": null             }  "id": "827918B0190B466FA578B14C080F02B8",
     ],         "credit_limit": 10,         "life_cycle_state": "ACTIVE",EFFECTIVE"
            "classification": {       },
     "id": "DE3DC5FD43B51C09F7E0573B845ABE08",               "namesign_up_on": "Standard Customer2019-07-23T00:00:00",
            "alternative_code": "SA"       "sign_up_by_unit": {
},         "type": "CUSTOMER",         "name": "Mike",         "credit_limitalternative_statuscode": "NOT_EXCEEDEDMU",
    }
}
Expand
titleExample 3

HTTP Method: POST

Request

Body

Code Block
languagejavascript
themeConfluence
linenumberstrue
{        "token":"{{token}}",     "name":"Mike Tyson GBP",     "descriptiongroup_name": "normalMain accountGroup",
    "notes": "there are currently no notes",     "vat_number":"10",     "credit_limit" :10,     "creditcommunity_period_operatorname": "PLUSMain Community",
       "credit_period":2,      "classification_identifier":{"alternative_code":"VC"},      "credit_rating_code":"AAA",     "owned_by_group_identifier":{"name": "Main GroupUnit"},
    "contact_information":           {         "actiondescription": "NEWMain Unit",
        "type                "id": "PERSON1",
        "first_name":"Mohammed",         "last_name":"Tyson J.",  },
      "address_set":         [     "reference_code": null,
      {              "typeid": "HOME0A192710F0BF4C90AF97627FEA577597",
             "street_name":"Thomas V"          "sign_off_on": null
  }         ]     },
    "billing_address":     {         "action":"EXISTING",{
         "type":"HOME"      },     "presentment_preferences_setscheme": {
   [     {         "presentment_preference_identifier":{"name":"Email"},         "statealternative_code": "ACTIVEperi",
        "email":{"action":"NEW","email":         {          "typename": "BUSINESSperini",
         "email_address":"test2@gmail.com"}               "description": "testtest",
}     }     ],          "currency_identifier":{"code":"GBP"} }

Response

Code Block
languagejavascript
themeConfluence
linenumberstrue
{   "dataid": {"517FAE79D1E245EA81611F9ED334AF8F",
    "notes": "CRM COM\t5/7/2016 10:16:22\tthere are currently no notes",     "log_information": {       "createdlife_bycycle_unitstate": {"EFFECTIVE"
                   "alternative_code": "adminunit", },
         "group_name": "Main Group",         "communitysign_up_nameon": "Community2019-07-23T00:00:00",
           "name         "sign_up_by_unit": "Admin Unit", {
             "description": "admin unit",         "idalternative_code": "1MU",
       },       "updated_by_unit": {         "alternativegroup_codename": "adminunitMain Group",
        "group_name": "Main Group",                "community_name": "Main Community",
             "name": "Admin Unit",         "descriptionname": "adminMain unitUnit",
        "id": "1"         },       "created_datedescription": "2016-07-05T07:16:22Main Unit",
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