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POST rewards_participants/create

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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)

DateThe date that the rewards participant signed up

sign_up_by_unit_identifier

(mandatory)

Unit identifier

The unit that signed up the rewards participant. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of  the Unit

enable_automatic_spend

(optional)

Boolean

Defines whether the rewards participant requires automatic spend on purchase events or not

Available from CRM.COM R11.0.0

minimum_wallet_balance

(optional)

Float

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.

Available from CRM.COM R13.0.0

minimum_spend_amount

(optional)

Float

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.

Available from CRM.COM R13.0.0

maximum_spend_amount

(optional)

Float

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.

Available from CRM.COM R13.0.0

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

accounts_receivable

(mandatory)

Accounts receivable objectThe accounts receivable owned by the rewards participant that identifies the CRM.COM customer, and handles all financial transactions that might be posted as a result of award or spend reward transactions

access_token

(mandatory)

Access Token object

The access token that will be associated with the rewards participant

Deprecated starting from CRM.COM R8.0.0 onward

participating_schemes_set

(optional)

Set of Rewards Participant Scheme ObjectsA list of reward schemes that the rewards participant has joint

access_tokens_set

(mandatory on conditions)

Set of Access Token Objects

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

 

Available from CRM.COM R8.0.0

authorised_rewards_participating_merchants_set

(optional)

Set of Rewards Participating Merchants

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.

Available from CRM.COM R13.0.0

fields_set

(optional)

List of Strings, comma separated 

Available from CRM.COM R10.0.0


Referred Parameters Objects Data

 accounts_receivable_parameter object data

Name

Type

Description

action

(mandatory)

String

Defines if a new or existing accounts receivable should be used. The supported values are the following:

NEW, EXISTING

accounts_receivable_identifier

(mandatory on conditions)

Accounts receivable identifier

An existing accounts receivable that should be used. This is applicable and mandatory if the action is set to EXISTING. The allowed accounts receivable identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

name

(mandatory on conditions)

String

The name of the accounts receivable. This is applicable and mandatory if the action is set to NEW

description

(optional)

StringThe description of the retrieved accounts receivable. This is applicable if the action is set to NEW

notes

(optional)

StringThe notes of the retrieved accounts receivable. This is applicable if the action is set to NEW

vat_number

(optional)

String

The VAT number of the retrieved accounts receivable. This is applicable if the action is set to NEW

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. This is applicable if the action is set to NEW

Deprecated from CRM.COM R11.0.0

credit_period_operator 

(optional)

String

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

PLUS,MINUS

This is applicable if the action is set to NEW

credit_period

(optional)

NumberCredit period is the length of time for which a customer is allowed to settle any given debit. This is applicable if the action is set to NEW

classification_identifier

(mandatory on conditions)

Accounts receivable classification identifier

The accounts receivable classification identifier.  This is applicable and mandatory if the action is set to NEW. The allowed classification identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the classification

name

(semi-optional)

String

The name of the classification

alternative_code

(semi-optional)

String

The alternative code of  the classification

This is applicable if the action is set to NEW

credit_rating_code

(mandatory on conditions)

String

The code of  the credit rating. This is applicable and mandatory if the action is set to NEW. The supported codes are the following:

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

 This is applicable if the action is set to NEW

owned_by_group_identifier

(optional)

Group identifier

The group owning the accounts receivable. This is applicable if the action is set to NEW. The allowed group identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the group

name

(semi-optional)

String

The code of the group

alternative_code

(semi-optional)

String

The alternative code of  the group

Deprecated from CRM.COM R18.0.0

owned_by_business_unit_identifier

(optional)

Business Unit identifier

The business unit owning the accounts receivable. This is applicable if the action is set to NEW. The allowed business unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the business unit

name

(semi-optional)

String

The code of the business unit

code

(semi-optional)

String

The code of the business unit

Available from CRM.COM R18.0.0

privacy_level_identifier

(optional)

Privacy level identifier

The privacy level of the accounts receivable. This is applicable if the action is set to NEW. The allowed privacy level identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the privacy level

 

number

(semi-optional)

String

The number of the privacy level

Deprecated from CRM.COM R18.0.0

currency_identifier

(optional)

Currency identifier
The identifier of the currency to be used. This is optional information but it is only applicable when creating a new accunts receivable. The allowed currency identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the currency

code

(semi-optional)

String

The code of the currency

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

Name

Type

Description

id

(semi-optional)

String

The ID of the user

username

(semi-optional)

String

The username of the user

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

Available from CRM.COM R14.0.0

udf_string_1 

(optional)

String

User Defined Field of type String. This is applicable if the action is set to NEW

udf_string_2 

(optional)

String

User Defined Field of type String. This is applicable if the action is set to NEW

udf_string_3 

(optional)

String

User Defined Field of type String. This is applicable if the action is set to NEW

udf_string_4 

(optional)

String

User Defined Field of type String. This is applicable if the action is set to NEW

udf_string_5

(optional)

String

User Defined Field of type String. This is applicable if the action is set to NEW

udf_string_6 

(optional)

String

User Defined Field of type String. This is applicable if the action is set to NEW

udf_string_7

(optional)

String

User Defined Field of type String. This is applicable if the action is set to NEW

udf_string_8

(optional)

String

User Defined Field of type String. This is applicable if the action is set to NEW

udf_float_1

(optional)

Float

User Defined Field of type Float. This is applicable if the action is set to NEW

udf_float_2

(optional)

Float

User Defined Field of type Float. This is applicable if the action is set to NEW

udf_float_3

(optional)

Float

User Defined Field of type Float. This is applicable if the action is set to NEW

udf_float_4

(optional)

Float

User Defined Field of type Float. This is applicable if the action is set to NEW

udf_date_1 

(optional)

Date

User Defined Field of type Date. This is applicable if the action is set to NEW

udf_date_2 

(optional)

Date

User Defined Field of type Date. This is applicable if the action is set to NEW

udf_date_3

(optional)

Date

User Defined Field of type Date. This is applicable if the action is set to NEW

udf_date_4

(optional)

Date

User Defined Field of type Date. This is applicable if the action is set to NEW

custom_field_set

(optional)

Set of Custom Fields

The custom fields that are associated with the accounts receivable

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

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

Available from CRM.COM R16.2.0

contact_information

(mandatory on conditions)

Contact information objectThe contact information of the accounts receivable owner. This is applicable and mandatory if the action is set to NEW

billing_address

(mandatory on conditions)

Billing address object

The accounts receivable billing address. This is applicable and mandatory if the action is set to NEW

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

Available from CRM.COM R14.2.0

presentment_preferences_set 

(optional)

Set of Presentment Preferences Object            

The presentment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW

payment_preferences_set

(optional)

Set of Payment Preferences Object      

The payment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW

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

Available from CRM.COM R8.0.0

Referred Parameter Objects Data

 contact_information_parameters object data

Name

Type

Description

action

(mandatory)

String

Defines if a new or existing contact information should be used. The supported values are the following:

NEW, EXISTING

contact_information_identifier

(mandatory on conditions)

Contact information identifier

An existing contact information that should be used. This is applicable and mandatory if the action is set to EXISTING. The allowed contact information identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of the contact information

id_number

(semi-optional)

String

The ID number of the contact information

Applicable only for contact information that represent PERSON

passport_number 

(semi-optional)

String

The passport number of the contact information

Applicable only for contact information that represent PERSON

social_security_number 

(semi-optional)

String

The social security number of the contact information

Applicable only for contact information that represent PERSON

vat_registration_number

(semi-optional)

String

The VAT registration number of the contact information

Applicable only for contact information that represent COMPANY

registration_number

(semi-optional)

String

The registration number of the contact information

Applicable only for contact information that represent COMPANY

Available from CRM.COM R14.0.0

type

(mandatory on conditions)

String

The type of the contact information which can be PERSON or COMPANY. Applicable and mandatory if the action is set to NEW

title

(optional)

String

The title of the contact information. Applicable only if the type is PERSON and the action is set to NEW

first_name

(mandatory on conditions)

String

The first name of the contact information. Applicable and mandatory only if the type is PERSON and the action is set to NEW

middle_name

(optional)

String

The middle name of the contact information. Applicable only if the type is PERSON and the action is set to NEW

last_name

(mandatory on conditions)

String

The last name of the contact information. Applicable and mandatory only if the type is PERSON and the action is set to NEW

company_name

(mandatory on conditions)

Sting

The company name of the contact information. Applicable and mandatory only if the type is COMPANY and the action is set to NEW

category_identifier

(optional)

Identifier  

The identifier of the contact category that will be associate with the contact information. The allowed contact category identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the contact category

name

(semi-optional)

String

The name of the category

code

(semi-optional)

String

The code of  the category

Applicable only if the action is set to NEW

owned_by_group_identifier

(optional)

Group identifier

The group owning the contact information. The allowed group identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the group

name

(semi-optional)

String

The code of the group

alternative_code

(semi-optional)

String

The alternative code of  the group

Applicable only if the action is set to NEW

Deprecated from CRM.COM R18.0.0

owned_by_business_unit_identifier

(optional)

Business Unit identifier

The business unit owning the contact information. The allowed business unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the business unit

name

(semi-optional)

String

The code of the business unit

code

(semi-optional)

String

The code of the business unit

Applicable only if the action is set to NEW

Available from CRM.COM R18.0.0

privacy_level_identifier

(optional)

Privacy level identifier

The privacy level of the contact information. The allowed privacy level identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the privacy level

 

number

(semi-optional)

String

The number of the privacy level

Applicable only if the action is set to NEW

Deprecated from CRM.COM R18.0.0

send_direct_marketing_material

(optional)

Boolean


The Contact Information's authorization setting for Direct Marketing

Available from CRM.COM R9.0.0

send_affiliate_marketing_material

(optional)

Boolean

The Contact Information's authorization setting for Affiliate Marketing

Available from CRM.COM R9.0.0

udf_string_1

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_2

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_3

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_4

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_5

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_6

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_7

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_8

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_9

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_10

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_11

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_12

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_13

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_14

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_15

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_string_16

(optional)

String

User Defined Field of type String. Applicable only if the action is set to NEW

udf_float_1

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to NEW

udf_float_2

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to NEW

udf_float_3

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to NEW

udf_float_4

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to NEW

udf_float_5

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to NEW

udf_float_6

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to NEW

udf_float_7

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to NEW

udf_float_8

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to NEW

udf_date_1

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to NEW

udf_date_2

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to NEW

udf_date_3

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to NEW

udf_date_4

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to NEW

udf_date_5

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to NEW

udf_date_6

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to NEW

udf_date_7

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to NEW

udf_date_8

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to NEW

custom_field_set

(optional)

Set of Custom Fields

The custom fields that are associated with the contact information

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

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

Available from CRM.COM R16.2.0

demographics

(optional)

Demographics object

The demographics of the contact information. Applicable only if the type is PERSON and the action is set to NEW


company_profile

(optional)

Company profile object

The company profile of the contact information. Applicable only if the type is COMPANY and the action is set to NEW


address_set

(optional)

Address object

The addresses of the contact information. Applicable only if the action is set to NEW


phone_set

(optional)

Phone object

The phone of the contact information. Applicable only if the action is set to NEW


email_set

(optional)

Email object

The email of the contact information. Applicable only if the action is set to NEW


Referred Parameter Objects Data

 demographics parameter object data

Name

Type

Description

gender

(optional)

String

The gender of the contact information which can be MALE or FEMALE

id_number

(optional)

String

The ID number of the contact information

id_number_expiration_date

(optional)

Date

The expiration date of the ID number

Available from CRM.COM R14.0.0

passport_number

(optional)

String

The passport number of the contact information

passport_number_expiration_date

(optional)

 

Date

The expiration date of the passport

Available from CRM.COM R14.0.0

social_security_number

(optional)

String

The social security number of the contact information

country_of_residence_identifier

(optional)

Country identifier

The country of residence of the contact information. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

id_issued_by_country_identifier

(optional)

Country identifier

The ID issued country of the contact information. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

passport_issued_by_country_identifier

(optional)

Country identifier

The passport  issued country of the contact information. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

industry_identifier

(optional)

Industry identifier

The industry of the contact information. The allowed industry identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the industry

name

(semi-optional)

String

The name of the industry

code

(semi-optional)

String

The alternative code of  the industry

industry_sector_identifier

(optional)

Industry Sector identifier

The sector of the contact information. The allowed industry sector identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the industry sector

name

(semi-optional)

String

The name of the industry sector

alternative_code

(semi-optional)

String

The alternative code of  the industry sector

date_of_birth

(optional)

Date of Birth Object

The date of birth of the contact information

name_day

(optional)

Name Day Object

The name day of the contact information

Referred Parameter Objects Data

 date_of_birth object parameter data

Name

Type

Description

day 

(optional)

Integer

The day of the retrieved date of birth

month 

(optional)

Integer

The month of the retrieved date of birth

year

(optional)

Integer

The year of the retrieved date of birth

 name_day object parameter data

Name

Type

Description

day

(optional)

Integer

The day of the retrieved name day

month

(optional)

Integer

The month of the retrieved name day

 company_profile parameter object data

Name

Type

Description

profile_year

(optional)

Number

The profile year of the contact information

annual_turnover

(optional)

Number

The annual turnover of the contact information

established_date

(optional)

Date

The established date of the contact information

number_of_employees

(optional)

Number

The number of employees of the contact information

registration_number

(optional)

String

The registration number of the contact information

vat_registration_number

(optional)

String

The vat registration number of the contact information

vat_registered_by

(optional)

String

The vat registration by of the contact information

vat_registration_date

(optional)

Date

The vat registration date of the contact information

tax_reference_number

(optional)

String

The tax reference number of the contact information

registered_in_country_identifier

Country Identifier

The country of registration of the contact information. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

industry_identifier

(optional)

Industry identifier

The industry of the contact information. The allowed industry identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the industry

name

(semi-optional)

String

The name of the industry

code

(semi-optional)

String

The alternative code of  the industry

industry_sector_identifier

(optional)

Industry Sector identifier

The sector of the contact information. The allowed industry sector identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the industry sector

name

(semi-optional)

String

The name of the industry sector

alternative_code

(semi-optional)

String

The alternative code of  the industry sector


 address parameter object data

From R14.2.0, the following object is applicable for CRM.COM Address Format

NameTypeDescription

type

(mandatory)

String

The type of the address which can be added

HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

is_primary

(mandatory on conditions)

Boolean

Weather the address is the primary one


Applicable from CRM.COM R16.1.0 onwards

postal_code

(optional)

String

The postal code of the address

street_name

(mandatory on conditions)

String

The street name of the address

street_number

(optional)

String

The street number of the address


floor

(optional)

Integer

The floor of the address


apartment_number

(optional)

String

The apartment number of the address


area

(optional)

String

The area of the address


town_city

(optional)

String

The town/city of the address


district

(optional)

String

The district of the address


municipality

(optional)

         

String

The municipality of the address


country_identifier

(optional)

Country identifier

The country of the address. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

po_box

(optional)

String

The PO box of the address

po_box_postal_code

(optional)

String

The PO box postal code of the address

care_of

(optional)

String

The care of person of the address

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_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(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


From R14.2.0, the following object is applicable for International Address Format
NameTypeDescription

type

(mandatory)

String

The type of the address which can be added

HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

postal_code

(optional)

String

The postal code of the address


town_city

(optional)

String

The town/city of the address

country_identifier

(optional)

Country identifier

The country of the address. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

address_line_1

(mandatory)

String

The address line 1

address_line_2

(optional)

String

 The address line 2

state_province_county

(optional)

String

The state or province or county of the address.


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_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(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

 phone parameter object data

Name

Type

Description

type

(mandatory)

String

The type of the phone which can be

LANDLINE, MOBILE, FAX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

is_primary

(mandatory on conditions)

Boolean

Weather the phone is the primary one


Applicable from CRM.COM R16.1.0 onwards

number

(mandatory)

String

The number of the phone

area_code

(optional)

String

The area code of the phone

country_identifier

(optional)

Country identifier

The country of the phone. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

notes

(optional)

StringThe notes of the phone

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

 email parameter object data

Name

Type

Description

type

(mandatory)

String

The type of the retrieved email which can be

PERSONAL, BUSINESS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

is_primary

(mandatory on conditions)

Boolean

Weather the email is the primary one


Applicable from CRM.COM R16.1.0 onwards

email_address

(mandatory)

String

The address of the retrieved email

notes

(optional)

StringThe notes of the retrieved email

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

 billing_address object parameter data
Name
Type
Description
action

(mandatory)

String

Defines if a new or existing address will be used. In the case of an existing address then it also defines if the existing address should be updated or not. The supported values are the following:

NEW, EXISTING, EXISTINGUPDATED

type

(mandatory on conditions)

String

The contact information address that should be set as the billing address address. This is applicable and mandatory only if the action is set to EXISTING or EXISTINGUPDATED. The supported options are the following:

HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

address

(mandatory on conditions)

Address objectThe address to be created (if action is set to NEW) or updated (if action is set to EXISTINGUPDATED). This is applicable and mandatory only if the action is set to NEW or EXISTINGUPDATED.

Referred Objects Response Data

 address parameter object data

From R14.2.0, the following object is applicable for CRM.COM Address Format

NameTypeDescription

type

(mandatory)

String

The type of the address which can be added

HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

is_primary

(mandatory on conditions)

Boolean

Weather the address is the primary one


Applicable from CRM.COM R16.1.0 onwards

postal_code

(optional)

String

The postal code of the address

street_name

(mandatory on conditions)

String

The street name of the address

street_number

(optional)

String

The street number of the address


floor

(optional)

Integer

The floor of the address


apartment_number

(optional)

String

The apartment number of the address


area

(optional)

String

The area of the address


town_city

(optional)

String

The town/city of the address


district

(optional)

String

The district of the address


municipality

(optional)

         

String

The municipality of the address


country_identifier

(optional)

Country identifier

The country of the address. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

po_box

(optional)

String

The PO box of the address

po_box_postal_code

(optional)

String

The PO box postal code of the address

care_of

(optional)

String

The care of person of the address

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_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(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


From R14.2.0, the following object is applicable for International Address Format
NameTypeDescription

type

(mandatory)

String

The type of the address which can be added

HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

postal_code

(optional)

String

The postal code of the address


town_city

(optional)

String

The town/city of the address

country_identifier

(optional)

Country identifier

The country of the address. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

address_line_1

(mandatory)

String

The address line 1

address_line_2

(optional)

String

 The address line 2

state_province_county

(optional)

String

The state or province or county of the address.


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_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(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

 wallet_top_up_rules object parameter data

Name

Type

Description

wallet_balance_threshold

(mandatory)

Number

The wallet balance threshold that will trigger the automatic wallet top-up

top_up_amount

(mandatory)

Number

The amount that will top up the wallet balance

frequency

(mandatory)

Number

The minimum period (in days) between wallet top ups

product_conditions_set

(optional)

Set of Allotment Product Conditions

A set of products that will be allowed to consume the specified top up amount

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". Different actions can be used within the same set. For example:

"set": [
	   		{
            	"action": "remove",
            	...........
        	},
			{
            	"action": "add",
            	...........
			}
		]


Referred Objects Response Data

 allotment_product parameter data
Name
Type
Description

product_identifier
(semi-optional)

Product identifier

The product related with the wallet transaction allotment. The allowed product identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the product

code

(semi-optional)

String

The code of the product

alternative_code

(semi-optional)

String

The alternative code of  the product

 accounts_receivable_presentment_preference object parameter data
Name
Type
Description
presentment_preference_identifier

(mandatory)

Identifier  

The identifier of the presentment preference to be added on account presentment preference object. The allowed presentment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of presentment preference

name 

(semi-optional)

String

The name of presentment preference

alternative_code

(semi-optional)

String

The alternative code of presentment preference

state

(optional)

StringIndicates if the retrieved presentment preference is active or not. The supported values are ACTIVE or INACTIVE. If not specified then it is considered as active

email

(mandatory on conditions)

Presentment Preference Email Object

The email that should be related with the presentment preference. The email is mandatory and applicable only if the specified presentment preference is of type Email

Deprecated from CRM.COM R17.0.0



phone

(mandatory on conditions)

Presentment Preference Phone Object

The phone that should be related with the presentment preference. The phone is mandatory and applicable only if the specified presentment preference is of type SMS

Deprecated from CRM.COM R17.0.0

Referred Objects Response Data

 presentment preference email object parameter data
Name
Type
Description
action

(mandatory)

String

Defines if a new or existing email will be used. In the case of an existing email then it also defines if the existing email should be updated or not. The supported values are the following:

NEW, EXISTING, EXISTINGUPDATED

type

(mandatory on conditions)

String

The contact information email that should be used. This is applicable and mandatory only if the action is set to EXISTING or EXISTINGUPDATED. The supported options are the following:

PERSONAL, BUSINESS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

email

(mandatory on conditions)

Email objectThe email to be created (if action is set to NEW) or updated (if action is set to EXISTINGUPDATED). This is applicable and mandatory only if the action is set to NEW or EXISTINGUPDATED.

Referred Objects Response Data

 email parameter object data

Name

Type

Description

type

(mandatory)

String

The type of the retrieved email which can be

PERSONAL, BUSINESS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

is_primary

(mandatory on conditions)

Boolean

Weather the email is the primary one


Applicable from CRM.COM R16.1.0 onwards

email_address

(mandatory)

String

The address of the retrieved email

notes

(optional)

StringThe notes of the retrieved email

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

 presentment preference phone object parameter data
Name
Type
Description
action

(mandatory)

String

Defines if a new or existing phone will be used. In the case of an existing phone then it also defines if the existing phone should be updated or not. The supported values are the following:

NEW, EXISTING, EXISTINGUPDATED

type

(mandatory on conditions)

String

The contact information phone that should be used. This is applicable and mandatory only if the action is set to EXISTING or EXISTINGUPDATED. The supported options are the following:

LANDLINE, MOBILE, FAX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

phone

(mandatory on conditions)

Email objectThe email to be created (if action is set to NEW) or updated (if action is set to EXISTINGUPDATED). This is applicable and mandatory only if the action is set to NEW or EXISTINGUPDATED.

Referred Objects Response Data

 phone parameter object data

Name

Type

Description

type

(mandatory)

String

The type of the phone which can be

LANDLINE, MOBILE, FAX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

is_primary

(mandatory on conditions)

Boolean

Weather the phone is the primary one


Applicable from CRM.COM R16.1.0 onwards

number

(mandatory)

String

The number of the phone

area_code

(optional)

String

The area code of the phone

country_identifier

(optional)

Country identifier

The country of the phone. The allowed country identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

notes

(optional)

StringThe notes of the phone

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

 accounts_receivable_payment_preference object parameter data

Name

Type

Description

account_holder

(optional)

String

The account holder of the retrieved payment preference

bank_account_number

(optional)

String

The bank account number of the retrieved payment preference

payment_preference_identifier

(mandatory)

Identifier  

The identifier of the payment preference to be added on account payment preference object. The allowed payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of payment preference

name 

(semi-optional)

String

The name of payment preference

alternative_code 

(semi-optional)

String

The alternative code of payment preference

bank_account_type_identifier

(optional)

Identifier 

The identifier of the bank account type to be added on account payment preference object. The allowed bank account type identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of bank account type

name

(semi-optional)

String

The name of bank account type

alternative_code 

(semi-optional)

String

The alternative code of bank account type

bank_identifier

(optional)

Identifier 

The identifier of the bank to be added on account payment preference object. The allowed bank identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of bank

name 

(semi-optional)

String

The name of bank

alternative_code 

(semi-optional)

String

The alternative code of bank

bank_branch_identifier

(optional)

Identifier 

The identifier of the bank branch to be added on account payment preference object. The allowed bank branch identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of bank branch

name

(semi-optional)

String

The name of bank branch

alternative_code 

(semi-optional)

String

The alternative code of bank branch

notes

(optional)

String

The notes to be added on account payment preference object.

Available from CRM.COM R10.1.0


payment_medium_identifier

(optional)

String

The payment medium identifier to be added on account payment preference object.

Available from CRM.COM R11.0.0

state

(optional)

Boolean

Indicates if the retrieved payment preference is active or not. The supported values are ACTIVE or INACTIVE. If not specified then it is considered as active

Available from CRM.COM R15.0.0

payment_medium_type_identifier

(optional)

Payment Medium Type Identifier

The payment medium type to be added on account payment preference object. The allowed payment medium type identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the payment medium type

name

(semi-optional)

String

The name of the payment medium type

alternative_code

(semi-optional)

String

The alternative code of  the payment medium type

Available from CRM.COM R11.0.0

payment_medium_brand_identifier

(optional)

Payment Medium Brand Identifier

The payment medium brand to be added on account payment preference object. The allowed payment medium brand identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the payment medium brand

name

(semi-optional)

String

The name of the payment medium brand

alternative_code

(semi-optional)

String

The alternative code of  the payment medium brand

Available from CRM.COM R11.0.0

use_for_recurring_payments

(optional)

Boolean

Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable. Applicable only if the Payment Preference is related to a Payment Gateway

Depracated from CRM.COM R16.0.0 (and replaced by opt_in_for_subscriptions). The parameter will still function but it will not be maintained

 opt_in_for_subscriptions

(optional)

 Boolean

Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to its subscriptions. Applicable only if the Payment Preference is related to a Payment Gateway or a Wallet

Available from CRM.COM R16.0.0

Wallet as a payment preference is available from CRM.COM R17.0.0


 opt_in_for_purchases

(optional)

 Boolean

Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to purchases. Applicable only if the Payment Preference is related to a Payment Gateway or a Wallet

Available from CRM.COM R16.0.0

Wallet as a payment preference is available from CRM.COM R17.0.0


iban

(optional)

String

The international bank account number

Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration

Available from CRM.COM R13.1.0

business_identifier_code

(optional)

String

The business identifier code that identifies the bank (supports 8 or 11 alphanumeric characters)

Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration

Available from CRM.COM R13.1.0

unique_mandate_reference

(optional)

Number

The unique reference, which identifies a mandate that was signed by a Debtor for any given Creditor (supports up to 35 alphanumeric characters)

Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration

Available from CRM.COM R13.1.0

mandate_signing_date

(optional)

Date

The date that the mandate was signed

Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration

Available from CRM.COM R13.1.0

mandate_termination_date

(optional)

Date

The date that the mandate will be terminated. No payments should be send after that date (inclusive)

Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration

Available from CRM.COM R13.1.0

gateway_payment_method_token

(optional)

String

The token of the payment gateway payment method that will be registered (defines payment methods other than cards)

Available from CRM.COM R14.2.0


cards_set

(mandatory on conditions)

Set of Payment Gateway Cards Objects

The cards that are related with the Accounts Receivable Payment Preference, in case the payment preference is related with a payment gateway such as Stripe. This information is applicable only if the payment preference is related with a payment gateway. In that case it is mandatory to specify at least one card, which also needs to be set as the default card

If no records are specified in the set then nothing will be updated. To update a record use "action" : "update". To remove a record use "action" : "remove". To add a record use "action" : "add". Different actions can be used within the same set. For example:

"set": [
	   		{
            	"action": "update",
            	...........
        	},
			{
            	"action": "remove",
            	...........
			},
			{
            	"action": "add",
            	...........
			}
		]

Referred Objects Response Data

 payment_gateway_card_parameters object data

Name

Type

Description

number

(semi-optional)

String

The card's number, which should be a 16 digits number

For releases prior CRM.COM R14.2.0, this parameter is mandatory

last_digits

(semi-optional)

Number

The card last 4 digits

Available from CRM.COM R14.2.0

expiration_month

(mandatory)

NumberThe card's expiration month, which can be from 1 to 12

expiration_year

(mandatory)

NumberThe card's expiration year which should be a 4 digits number

card_security_code

(optional)

Number

The security code of the card, which should be a 3 digits number

From CRM.COM R14.2.0, this parameter is optional

card_holder_name

(mandatory)

StringThe card holders name, as provided during the registration of the card

brand

(mandatory on conditions)

String

The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateway are the following:

  • Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN
  • Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB
  • Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER
  • Swedbank: VISA, MAESTRO, MASTER_CARD

This attribute is mandatory for Payeezy Payment Gateway

Available from CRM.COM R14.3.0


same_as_billing_address

(optional)

Boolean

Sets the card's billing address same as the account's receivable billing address

Available from CRM.COM R14.3.0

address_line_1

(optional)

StringInformation related with the card's billing address

address_line_2

(optional)

StringInformation related with the card's billing address

address_city

(optional)

StringInformation related with the card's billing address

address_zip

(optional)

StringInformation related with the card's billing address

address_state

(optional)

StringInformation related with the card's billing address

address_country

(optional)

StringInformation related with the card's billing address

card_token

(optional)

String

The token of the card that will be registered

Available from CRM.COM R14.2.0

consumer_token

(optional)

String

The consumer token of the card that will be registered

Available from CRM.COM R14.26.0

default

(mandatory)

BooleanIt defines the default payment gateway card that should be used while automatically creating payments against that specific accounts receivable. The default card is also set on payments done using the specific payment preference, although the user can modify this information, by selecting an additional card. 

 access_token_parameters object data

Name

Type

Description

action

(mandatory)

String

Defines if a new or existing access token should be used. The supported values are the following:

ADD_NEW, ADD_EXISTING

The NEW option can be used only if access tokens are allowed to be created on creating reward participants, as specified in access token definitions

access_token_identifier

(mandatory on conditions)

Access Token identifier

An existing access token that should be used. This is applicable and mandatory if the action is set to EXISTING. Only effective access tokens can be used. The allowed access token identifier fields are the following:

Name

Type

Description

authentication_code

(semi-optional)

String

The authentication code of the access token

identifier

(semi-optional)

StringThe identifier of the access token. If the identifier is specified then it will be validated against the specified pass code

pass_code

(mandatory on conditions)

StringThe pass code of the access token, which is applicable and mandatory if the identifier is specified

authentication_code

(mandatory on conditions)

String

The authentication code of the access token that will be created. This information is not mandatory if set to be generated automatically, in the definition or the classification. Applicable only if the action is set to ADD_NEW

identifier

(mandatory on conditions)

String

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

pass_code

(mandatory on conditions)

StringThe pass code of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code, although it is always mandatory if an identifier was specified. Applicable only if the action is set to ADD_NEW

classification_identifier

(optional)

Access Token Classification Identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the classification

name

(semi-optional)

String

The name of the classification

alternative_code

(semi-optional)

String

The alternative code of  the classification

Available from CRM.COM R10.0.0

card_masked_number

(optional)

String

The masked number of the credit card that will be related to the access token

  • Applicable only when the authentication code is related with a credit card

Available from CRM.COM R16.2.0

udf_string_1

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_2

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_3

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_4

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_5

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_6

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_7

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_8

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_float_1

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_float_2

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_float_3

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_float_4

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_date_1

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_date_2

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_date_3

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_date_4

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

 access_token_parameters object data

Name

Type

Description

action

(mandatory)

String

Defines if a new or existing access token should be used. The supported values are the following:

ADD_NEW, ADD_EXISTING

The NEW option can be used only if access tokens are allowed to be created on creating reward participants, as specified in access token definitions

access_token_identifier

(mandatory on conditions)

Access Token identifier

An existing access token that should be used. This is applicable and mandatory if the action is set to EXISTING. Only effective access tokens can be used. The allowed access token identifier fields are the following:

Name

Type

Description

authentication_code

(semi-optional)

String

The authentication code of the access token

identifier

(semi-optional)

StringThe identifier of the access token. If the identifier is specified then it will be validated against the specified pass code

pass_code

(mandatory on conditions)

StringThe pass code of the access token, which is applicable and mandatory if the identifier is specified

authentication_code

(mandatory on conditions)

String

The authentication code of the access token that will be created. This information is not mandatory if set to be generated automatically, in the definition or the classification. Applicable only if the action is set to ADD_NEW

identifier

(mandatory on conditions)

String

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

pass_code

(mandatory on conditions)

StringThe pass code of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code, although it is always mandatory if an identifier was specified. Applicable only if the action is set to ADD_NEW

classification_identifier

(optional)

Access Token Classification Identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the classification

name

(semi-optional)

String

The name of the classification

alternative_code

(semi-optional)

String

The alternative code of  the classification

Available from CRM.COM R10.0.0

card_masked_number

(optional)

String

The masked number of the credit card that will be related to the access token

  • Applicable only when the authentication code is related with a credit card

Available from CRM.COM R16.2.0

udf_string_1

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_2

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_3

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_4

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_5

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_6

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_7

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_string_8

(optional)

String

User Defined Field of type String. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_float_1

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_float_2

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_float_3

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_float_4

(optional)

Float

User Defined Field of type Float. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_date_1

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_date_2

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_date_3

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

udf_date_4

(optional)

Date

User Defined Field of type Date. Applicable only if the action is set to ADD_NEW

Available from CRM.COM R10.1.0

 rewards participant schemes object parameter data

Name

Type

Description

sign_up_on

(mandatory)

DateThe date that the rewards participant signed up for that specific reward scheme

email_address

(semi-optional)

String

The email address that is associated with the unique reference code and was used while signing up to a reward scheme based on supported domains

This available and mandatory only it is required by the specific reward scheme (that is domain specific) and the reference code generation method is set to "AUTO_GENERATED"

Available from CRM.COM R15.2.0

reference_code

(semi-optional)

String

The unique reference code that was used while signing up to that specific reward scheme

This is available and mandatory only if it is required by the specific reward scheme (that is domain specific) or if an email is defined instead of a reward scheme

Available from CRM.COM R12.7.0

sign_up_by_business_unit_identifier

(mandatory)

Business Unit identifier

The business unit that signed up the rewards participant to that specific reward scheme. The allowed business unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of  the Unit

Available from CRM.COM R18.0.0

sign_up_by_unit_identifier

(mandatory)

Unit identifier

The unit that signed up the rewards participant to that specific reward scheme. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of  the Unit

Deprecated from CRM.COM R18.0.0

reward_scheme_identifier

(semi-optional)

Reward Scheme Identifier

The reward scheme that the rewards participant has joint. The allowed reward scheme identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the reward scheme

name

(semi-optional)

String

The name of the reward scheme

alternative_code

(semi-optional)

String

The alternative code of  the reward scheme

For releases prior CRM.COM R15.2.0 this parameter is mandatory

From CRM.COM R15.2.0 and onwards this parameter will be semi-optional and It should be specified if the email address is not specified


 authorised rewards participating merchants parameters object data

Name

Type

Description

rewards_participating_merchant_identifier

(mandatory)

Rewards Participating Merchant Identifier

The rewards participating merchant that should be authorised to perform automatic awards spending. The allowed rewards participating merchant identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the rewards participating merchant

business_unit_identifier

(semi-optional)

Business Unit Identifier

The identifier of the business unit that represents the rewards participating merchant. The allowed business unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the business unit

name

(semi-optional)

String

The code of the business unit

code

(semi-optional)

String

The code of the business unit

Available from CRM.COM R18.0.0

unit_identifier

(semi-optional)

Unit Identifier

The identifier of the unit that represents the rewards participating merchant. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of  the Unit

Deprecated from CRM.COM R18.0.0

Restrictions

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

Response Data

Name

Type

Description

id

String

The ID of the retrieved rewards participant

number

String

The number of the retrieved rewards participant

sign_up_onDateThe date that the rewards participant signed up
life_cycle_stateString

The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED

Available from CRM.COM R12.0.0

udf_string_1

String

User DefinedField of type String

udf_string_2

String

User DefinedField of type String

udf_string_3

String

User DefinedField of type String

udf_string_4

String

User DefinedField of type String

udf_string_5

String

User DefinedField of type String

udf_string_6

String

User DefinedField of type String

udf_string_7

String

User DefinedField of type String

udf_string_8

String

User DefinedField of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

log_information

Log Information object

The log informationrelatedwiththeretrieved job

accounts_receivableAccounts receivable object

The accounts receivable owned by the rewards participant

sign_up_by_unitUnit objectThe unit that signed up the rewards participant
access_tokenAccess Token object

The access token associated with the rewards participant

Deprecated starting from CRM.COM R8.0.0 onward

currencyCurrencyobject

The reward participant's currency

Available from CRM.COM R10.0.0

auto_spend_authorisationAuto Spend Settings Object

The reward's participant's automaticspendsettings

Available from CRM.COM R11.0.0

spend_blocking_stateRewards Participant Spend Requests Blocking State object

The rewards participant's spend requests blocking state

Available from CRM.COM R10.1.0

termination_informationRewards Participant Termination Information object

The Rewards Participant's termination information. Applicable only for Rewards Participants in TERMINATED life cycle state.

Available from CRM.COM R12.0.0

walletWallet Object

The wallet related to the rewards participant

Available from CRM.COM R12.1.0

participating_schemes_setSet of Rewards Participant Scheme ObjectsA list of reward schemes that the rewards participant has joint.
access_tokens_setSet of Access Token Objects 

A list of all the access tokens that are related with the rewards participant 

Available from CRM.COM R8.0.0

Referred Objects Response Data

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

updated_by_unit

Unit Object

The last unit that updated the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

parent_business_unit_nameStringThe name of the parent business unit that the retrieved business unit belongs to

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

The life cycle state of the accounts receivable. One of the following values is returned:

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

The type of the retrieved contact information which can be PERSON or COMPANY

life_cycle_state

String

The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

The gender of the retrieved contact information which can be MALE or FEMALE

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

The ID number's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

file_nameStringThe name of the file
file_content_urlStringThe url that can be used to access the actual content of the file
file_mime_typeStringThe mime type of the attached file

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

file_nameStringThe name of the file
file_content_urlStringThe url that can be used to access the actual content of the file
file_mime_typeStringThe mime type of the attached file

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 access_token object response data

Name

Type

Description

id

String

The ID of the retrieved access token

number

String

The number of the retrieved access token

life_cycle_stateString

The state of the retrieved access token which can be one of the following:

EFFECTIVE, NOT_EFFECTIVE

authentication_code

StringThe authentication code of the retrieved access token
identifierStringThe identifier of the retrieved access token
card_masked_numberString

The masked number of the card as provided

  • Applicable only when the authentication code is related with a credit card

Available from CRM.COM R16.2.0

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

classificationAccess Token Classification Object

The classification of the access token

Available from CRM.COM R10.0.0

Referred Objects Response Data

 access token classification object response data

Name

Type

Description

id

String

The id of the retrieved classification

name

String

The name of the retrieved classification

alternative_code

String

The alternative code of the retrieved classification

 currency object response data

Name

Type

Description

id

String

The ID of the retrieved currency

code

String

The code of the retrieved currency

prefix_symbolStringThe prefix symbol for the specified currency

suffix_symbol

StringThe suffix symbol for the specified currency
life_cycle_stateString

The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE

Available from CRM.COM R14.0.0

integer_part_nameStringThe integer part name for the specified currency
decimal_part_nameStringThe decimal part name for the specified currency

 auto spend authorisation object response data

Name

Type

Description

enabled

Boolean

Defines whether automatic spend authorisation is enabled or not for the rewards participant

minimum_wallet_balanceFloat

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.

Available from CRM.COM R13.0.0

minimum_spend_amountFloat

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.

Available from CRM.COM R13.0.0

maximum_spend_amountFloat

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.

Available from CRM.COM R13.0.0

updated_date

Date

The last updated date on which the allow automatic spend setting was updated.

updated_by_userUsers ObjectThe User who last updated the allow automatic spend setting.
authorised_rewards_participating_merchants_setSet of Rewards Participating Merchants

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

Available from CRM.COM R13.0.0

Referred Objects Response Data

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 rewards participating merchants response object

NameType Description

id

String

The ID of the retrieved rewards participating merchant

life_cycle_state

String

The life cycle state of the retrieved rewards participating merchant that can be EFFECTIVE or NOT_EFFECTIVE

descriptionStringA description of the retrieved rewards participating merchant
business_unitBusiness Unit Object

The business unit that represents the rewards participating merchant

Available from CRM.COM R18.0.0

unitUnit Object

The unit that represents the rewards participating merchant

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

groupGroup Object

The group that the rewards participating merchant's unit belongs to

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

log_informationLog Information ObjectThe log information of the retrieved rewards participating merchant

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 group object response data

Name

Type

Description

id

String

The ID of the retrieved group

name

String

The name of the retrieved group

community_name

String

The name of the community that the retrieved group belongs to

alternative_code

String

The alternative code of the retrieved group

unified_codeString

The unified code of the retrieved group

Available from CRM.COM R16.2.2

description

String

The description of the retrieved group

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

updated_by_unit

Unit Object

The last unit that updated the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

parent_business_unit_nameStringThe name of the parent business unit that the retrieved business unit belongs to

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

parent_business_unit_nameStringThe name of the parent business unit that the retrieved business unit belongs to

 spend request blocking state object response data

Name

Type

Description

enabled

Boolean

Defines whether the rewards participant is blocked from submitting spend requests

updated_date

Date

The date on which the rewards participant's blocking state was enabled/disabled

updated_by_userUsers ObjectThe user who enabled/disabled the rewards participant's blocking state

Referred Objects Response Data

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 rewards participant termination information object response data

Name

Type

Description

termination_reason

String

Defines the rewards participant's termination reason. Available values are CUSTOMERREQUEST, FRAUD, DUPLICATION

termination_date

Date

The date on which the rewards participant was terminated

terminated_by_userUsers ObjectThe user who terminated the rewards participant
replaced_by_rewards_participantRewards Participant ObjectThe Rewards Participant which replaced the terminated Rewards Participant. Applicable and mandatory only when the termination reason is set to DUPLICATION.

Referred Objects Response Data

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 rewards participant object response data

Name

Type

Description

id

String

The ID of the retrieved reward participant

number

String

The number of the retrieved reward participant

life_cycle_stateString

The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED.

Available from CRM.COM R12.0.0

accounts_receivableAccounts receivable objectThe accounts receivable owned by the reward participant

Referred Objects Response Data

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

The life cycle state of the accounts receivable. One of the following values is returned:

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

The type of the retrieved contact information which can be PERSON or COMPANY

life_cycle_state

String

The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

The gender of the retrieved contact information which can be MALE or FEMALE

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

The ID number's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

file_nameStringThe name of the file
file_content_urlStringThe url that can be used to access the actual content of the file
file_mime_typeStringThe mime type of the attached file

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

file_nameStringThe name of the file
file_content_urlStringThe url that can be used to access the actual content of the file
file_mime_typeStringThe mime type of the attached file

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 rewards participant scheme object response data

Name

Type

Description

id

String

The ID of the retrieved rewards participant participating reward scheme

sign_up_onDateThe date that the rewards participant signed up for that specific reward scheme
sign_off_onDate

Available from CRM.COM R9.0.0

The date that the rewards participant signed off from that specific reward scheme

reference_codeSting

The unique reference code that was used while signing up to that specific reward scheme. This is available only if it is required by the specific reward scheme

Available from CRM.COM R12.7.0

sign_up_by_unitUnit object

The unit that signed up the rewards participant to that specific reward scheme

Deprecated from CRM.COM R18.0.0

sign_up_by_business_unitBusiness Unit object

The business unit that signed up the rewards participant to that specific reward scheme

Available from CRM.COM R18.0.0

schemeReward Scheme ObjectThe reward scheme that the rewards participant has joint

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

parent_business_unit_nameStringThe name of the parent business unit that the retrieved business unit belongs to

 reward scheme object response data

Name

Type

Description

id

String

The ID of the retrieved reward scheme

name

String

The name of the retrieved reward scheme

alternative_code

String

The alternative code of the retrieved reward scheme

descriptionStringA description of the retrieved reward scheme
life_cycle_stateStringThe life cycle state of the reward scheme which can be EFFECTIVE or NOT_EFFECTIVE

 wallet info object response data

Name

Type

Description

id

String

The ID of the retrieved wallet

number

String

The number of the retrieved wallet

life_cycle_state

String

The life cycle state of the retrieved wallet. Supported values are EFFECTIVE and CANCELLED

balanceNumberThe balance of the retrieved wallet in the wallet's currency
alternative_balanceNumber

The balance of the retrieved wallet in the wallet's alternative currency

Available form CRM.COM R14.2.0

opening_balanceNumberThe opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's currency. This information is calculated during the latest Wallet Balance per Period process
opening_alternative_balanceNumber

The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's alternative currency. This information is calculated during the latest Wallet Balance per Period process

Available form CRM.COM R14.2.0



currencyCurrency ObjectThe retrieved wallet's currency
alternative_currencyCurrency Object

The retrieved wallet's alternative currency

Available form CRM.COM R14.2.0

Referred Objects Response Data

 currency object response data

Name

Type

Description

id

String

The ID of the retrieved currency

code

String

The code of the retrieved currency

prefix_symbolStringThe prefix symbol for the specified currency

suffix_symbol

StringThe suffix symbol for the specified currency
life_cycle_stateString

The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE

Available from CRM.COM R14.0.0

integer_part_nameStringThe integer part name for the specified currency
decimal_part_nameStringThe decimal part name for the specified currency

Examples

 Example 1

HTTP Method: POST

 

Request:

Body:

  {
  "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:

 {
  "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"
      }
    ]
  }
}
  
          
 Example 2

HTTP Method: POST

 

Request:

Body:

  {
  "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:

{
  "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"
      }
    ]
  }
}
 Example 3

HTTP Method: POST

 

Request:

Body:

 {
  "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:

{
  "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": ""
  }
}
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