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This method is changing the subscriber owning a specific subscription, to a new or existing accounts receivable owned by a different customer. The method can be applied on a single subscription only
Resource URL
Parameters
Name | Type | Description | ||||||||||||||||||||||||||||||
token | String | The token retrieved from the login method | ||||||||||||||||||||||||||||||
subscription_identifier (semi-optional) | Subscription identifier | The subscription to be modified. The allowed subscription identifier fields are the following:
For releases prior to CRM.COM R13.0.0 the subscription_identifier is mandatory | ||||||||||||||||||||||||||||||
accounts_receivable_identifier (semi-optional) | Accounts Receivable Identifier | The accounts receivable identifier that can be used to perform the subscription modification. The allowed accounts receivable identifier fields are the following:
The ability to use the accounts_receivable_identifier instead of the subscription_identifier is applicable only when the specified Accounts Receivable owns only one Subscription Available from CRM.COM R13.0.0 | ||||||||||||||||||||||||||||||
action_type_identifier (optional) | Subscription action type identifier | The action type that should be used. The allowed subscription action type identifier fields are the following:
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sub_action_type_identifier (optional) | Subscription sub action type identifier | The sub action type that should be used. The allowed subscription sub action type identifier fields are the following:
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transaction_reference_number (optional) | String | The transaction reference number of the performed subscription action. The transaction reference number is unique against already submitted subscription actions.
Available from CRM.COM R13.0.0 | ||||||||||||||||||||||||||||||
performed_by_user_identifier (optional) | User identifier | The user that actually performed the action. The allowed user identifier fields are the following:
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performed_on (optional) | Date | The date that the action was actually performed | ||||||||||||||||||||||||||||||
billing_effective_date (optional) | Date | Determines when the subscription services that are affected by the subscription action should be billed by the billing engine. | ||||||||||||||||||||||||||||||
billable_period_start_date (optional) | Date | Determines the start date of the billable period of each subscription service (it answers to the question “from which date should I start billing this service) that is affected by the subscription action. | ||||||||||||||||||||||||||||||
scheduled_date (optional) | Date | The date that the action is scheduled to be executed. If not specified then the action will be executed immediately
Deprecated from CRM.COM R12.1.0. Such actions should never be scheduled even from CRM.COM R5.0.0 | ||||||||||||||||||||||||||||||
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 | ||||||||||||||||||||||||||||||
(mandatory) | Accounts Receivable Object | The accounts receivable that should own the subscription. | ||||||||||||||||||||||||||||||
(mandatory) | Address object | The address of the subscription to be created | ||||||||||||||||||||||||||||||
fields_set (optional) | List of Strings, comma separated | A list of fields that should be included in the results. If not specified then all the available fields will be returned
Available from CRM.COM R10.0.0 |
Referred Parameter Objects 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:
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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) | String | The description of the retrieved accounts receivable. This is applicable if the action is set to NEW | ||||||||||||
notes (optional) | String | The 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 starting 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) | Number | Credit 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:
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:
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:
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:
Deprecated from CRM.COM R18.0.0 | ||||||||||||
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 | ||||||||||||
(mandatory on conditions) | Contact information object | The contact information of the accounts receivable owner. This is applicable and mandatory if the action is set to NEW | ||||||||||||
(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 | ||||||||||||
(optional) | Set of Presentment Preferences Object | The presentment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW | ||||||||||||
(optional) | Set of Payment Preferences Object | The payment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW |
Referred Parameter Objects 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:
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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:
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:
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:
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:
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 | |||||||||||||||||||||
(optional) | Demographics object | The demographics of the contact information. Applicable only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
(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 | |||||||||||||||||||||
(optional) | Address object | The addresses of the contact information. Applicable only if the action is set to NEW | |||||||||||||||||||||
(optional) | Phone object | The phone of the contact information. Applicable only if the action is set to NEW | |||||||||||||||||||||
(optional) | Email object | The email of the contact information. Applicable only if the action is set to NEW |
Referred Parameter Objects 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:
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id_issued_by_country_identifier (optional) | Country identifier | The ID issued country of the contact information. The allowed country identifier fields are the following:
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passport_issued_by_country_identifier (optional) | Country identifier | The passport issued country of the contact information. The allowed country identifier fields are the following:
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industry_identifier (optional) | Industry identifier | The industry of the contact information. The allowed industry identifier fields are the following:
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industry_sector_identifier (optional) | Industry Sector identifier | The sector of the contact information. The allowed industry sector identifier fields are the following:
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(optional) | Date of Birth Object | The date of birth of the contact information | ||||||||||||||||||
(optional) | Name Day Object | The name day of the contact information |
Referred Parameter Objects Data
Name | Type | Description |
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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 | Type | Description |
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day (optional) | Integer | The day of the retrieved name day |
month (optional) | Integer | The month of the retrieved name day |
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:
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industry_identifier (optional) | Industry identifier | The industry of the contact information. The allowed industry identifier fields are the following:
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industry_sector_identifier (optional) | Industry Sector identifier | The sector of the contact information. The allowed industry sector identifier fields are the following:
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From R14.2.0, the following object is applicable for CRM.COM Address Format
Name | Type | Description | ||||||||||||||||||
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:
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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 |
Name | Type | Description | ||||||||||||||||||
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:
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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 |
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:
| ||||||||||||||||||
notes (optional) | String | The 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 |
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) | String | The 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 |
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 |
(mandatory on conditions) | Address object | The 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
From R14.2.0, the following object is applicable for CRM.COM Address Format
Name | Type | Description | ||||||||||||||||||
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:
| ||||||||||||||||||
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 |
Name | Type | Description | ||||||||||||||||||
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:
| ||||||||||||||||||
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 |
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:
| ||||||||||||
state (optional) | String | Indicates 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 | ||||||||||||
(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 | ||||||||||||
(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
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 |
(mandatory on conditions) | Email object | The 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
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) | String | The 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 |
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 |
(mandatory on conditions) | Email object | The 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
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:
| ||||||||||||||||||
notes (optional) | String | The 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 |
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:
| ||||||||||||
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:
| ||||||||||||
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:
| ||||||||||||
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:
| ||||||||||||
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:
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:
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 | ||||||||||||
(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
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) | Number | The card's expiration month, which can be from 1 to 12 |
expiration_year (mandatory) | Number | The 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) | String | The 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:
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) | String | Information related with the card's billing address |
address_line_2 (optional) | String | Information related with the card's billing address |
address_city (optional) | String | Information related with the card's billing address |
address_zip (optional) | String | Information related with the card's billing address |
address_state (optional) | String | Information related with the card's billing address |
address_country (optional) | String | Information 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) | Boolean | It 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. |
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 subscription address. This is applicable and mandatory only if the action is set to EXISTING or EXISTINGUPDATED. The supported options are the following: SAMEASBILLINGADDRESS, HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 |
(mandatory on conditions) | Address object | The 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
From R14.2.0, the following object is applicable for CRM.COM Address Format
Name | Type | Description | ||||||||||||||||||
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:
| ||||||||||||||||||
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 |
Name | Type | Description | ||||||||||||||||||
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:
| ||||||||||||||||||
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 |
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 subscription action |
number | String | The number of the retrieved subscription action |
transaction_reference_number | String | The unique transaction reference number of the retrieved subscription action Available from CRM.COM R13.1.0 |
life_cycle_state | String | The life cycle state of the subscription action. One of the following values is returned: EXECUTED, EXECUTEDWITHERRORS, REJECTEDSYSTEMFAILURE, REJECTEDSYSTEMVALIDATION, SCHEDULED, CANCELLED From CRM.COM R15.0.0 the available life cycle states are:
|
classification | String | The classification that was provided when the subscription action was submitted. Available from CRM.COM R17.0.0 |
behavior_code | String | The behavior code of the subscription action |
business_classification_code | String | The business classification code of the subscription action |
scheduled_date | Date | The date that the subscription was scheduled to be executed |
executed_on | Date | The date that the subscription action is executed |
submitted_on | Date | The date that the business action was submitted into the system |
performed_on | Date | The date that the business action was actually performed, which might be different than the date that was submitted into the system |
udf_string_1 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_2 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_3 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_4 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_5 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_6 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_7 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_8 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_9 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_10 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_11 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_12 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_13 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_14 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_15 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_string_16 | String | User Defined Field of type String Available from CRM.COM R14.2.0 |
udf_float_1 | Float | User Defined Field of type Float Available from CRM.COM R14.2.0 |
udf_float_2 | Float | User Defined Field of type Float Available from CRM.COM R14.2.0 |
udf_float_3 | Float | User Defined Field of type Float Available from CRM.COM R14.2.0 |
udf_float_4 | Float | User Defined Field of type Float Available from CRM.COM R14.2.0 |
udf_float_5 | Float | User Defined Field of type Float Available from CRM.COM R14.2.0 |
udf_float_6 | Float | User Defined Field of type Float Available from CRM.COM R14.2.0 |
udf_float_7 | Float | User Defined Field of type Float Available from CRM.COM R14.2.0 |
udf_float_8 | Float | User Defined Field of type Float Available from CRM.COM R14.2.0 |
udf_date_1 | Date | User Defined Field of type Date Available from CRM.COM R14.2.0 |
udf_date_2 | Date | User Defined Field of type Date Available from CRM.COM R14.2.0 |
udf_date_3 | Date | User Defined Field of type Date Available from CRM.COM R14.2.0 |
udf_date_4 | Date | User Defined Field of type Date Available from CRM.COM R14.2.0 |
submitted_by | User Object | The user that submitted the action into the system |
performed_by | User Object | The user that actually performed the subscription action, which might be different than the user that submitted the action into the system |
performed_by_unit | Unit Object | The unit that performed the subscription action Available from CRM.COM R14.0.0 Deprecated from CRM.COM R18.0.0 |
performed_by_business_unit | Business Unit Object | The business unit that performed the subscription action Available from CRM.COM R18.0.0 |
action_type | Subscription Action Type Object | The action type of the subscription action Deprecated from CRM.COM R15.0.0 |
sub_action_type | Subscription Sub Action Type Object | The sub action type of the subscription action Deprecated from CRM.COM R15.0.0 |
subscription | Subscription Object | The subscription that was or will be modified by the execution of the subscription action |
job | Job Object | The Job for which the subscription action was performed Available from CRM.COM R9.0.0 |
resubmitted_by | Subscription Action Object | The subscription action that was generated when the retrieved subscription was re-submitted. Applicable only if the retrieved subscription action is in Rejected life cycle state Available from CRM.COM R17.0.0 |
subscription_action_affected_services_set | Set of subscription action affected services | A list of subscription services which are affected by the specified subscription action. Each subscription service might be affected if it is being added or removed by the subscription action, or if its life cycle changes because of the action. Available from CRM.COM R15.0.0 |
subscription_action_affected_installed_items_set | Set of subscription action affected installed items | A list of subscription installed items which are affected by the specified subscription action. Each subscription installed item might be affected if it is being added or removed by the subscription action Available from CRM.COM R15.0.0 |
Referred Objects 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 |
String | The email of the retrieved user |
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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved subscription action type |
name | String | The name of the retrieved subscription action type |
alternative_code | String | The alternative code of the retrieved subscription action type |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved subscription sub action type |
name | String | The name of the retrieved subscription sub action type |
alternative_code | String | The alternative code of the retrieved subscription sub action type |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved subscription |
number | String | The number of the retrieved subscription |
life_cycle_state | String | The life cycle state of the subscription. One of the following values is returned DRAFT, EFFECTIVE, NOT_EFFECTIVE, SHORT_TERM_EFFECTIVE, SHORT_TERM_NOT_EFFECTIVE, IN_RESTING, CANCELLED, REGRETTED, REPLACED, PENDING_VERIFICATION REPLACED life cycle state available from CRM.COM R14.0.0, deprecated in CRM.COM R17.0.0 PENDING_VERIFICATION life cycle state available from CRM.COM R15.0.0 |
first_activated_date | Date | The date that the subscription became effective for the first time (i.e. the date that the first effective period of that subscription started) Available from CRM.COM R9.0.0 |
rating_state | String | The rating state of the retrieved subscription that can be PENDING or COMPLETED Available from CRM.COM R9.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owning the subscriptions |
type | Subscription type object | The type of the retrieved subscription |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The 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_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects 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_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects 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_date | Date | 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_date | Date | 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 Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects 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 | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
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 |
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 |
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_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
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 |
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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved subscription type |
name | String | The name of the retrieved subscription type |
alternative_code | String | The alternative code of the retrieved subscription type |
description | String | A description of the retrieved subscription type |
classification | String | The classification of the retrieved subscription type, Flexible or Package Available from CRM.COM R14.0.0 Deprecated from CRM.COM R17.0.0 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved job |
number | String | The number of the retrieved job |
description | String | The description of the retrieved job |
life_cycle_state | String | The life cycle state of the retrieved job The supported options are
|
rating_state | String | The rating state of the retrieved subscription that can be PENDING or COMPLETED Available from CRM.COM R9.0.0 |
Accounts Receivable object | The accounts receivable related with the specified job | |
type | Job type object | The type information of the retrieved job Available from CRM.COM R11.2.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The 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_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects 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_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects 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_date | Date | 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_date | Date | 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 Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects 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 | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
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 |
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 |
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_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
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 |
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 |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved job type |
name | String | The Name of the retrieved job type |
alternative_code | String | The Alternative Code of the retrieved job type |
description | String | The Description of the retrieved job type |
billing_directive | String | The billing directive of the retrieved job type The supported billing directive options are
Available from CRM.COM R10.0.0 |
billing_method | String | The billing method of the retrieved job type. Applicable only for billable job types with fulfillment scope GENERIC_PURPOSE The supported billing methods are
Available from CRM.COM R10.0.0 From CRM.COM R15.0.0 and onward, this attribute will be deprecated |
fulfillment_scope | String | The fulfillment scope of the retrieved job type The supported fulfillment scopes are
The following fulfillment scopes will be available from CRM.COM R8.0.0 ACTIVATE_SUBSCRIPTION, DEACTIVATE_SUBSCRIPTION, CANCEL_SUBSCRIPTION, ADD_SUBSCRIPTION_SERVICES, CANCEL_SUBSCRIPTION_SERVICES, CHANGE_SUBSCRIPTION_LOCATION The following fulfillment scopes will be available from CRM.COM R9.0.0 SWAP_SUBSCRIPTION_SERVICES, SWAP_SUBSCRIPTION_INSTALLED_ITEMS The following fulfillment scope will be available from CRM.COM R11.0.0 REPLACE_PHYSICAL_GOODS From CRM.COM R15.0.0 and onward, all fulfillment scopes will be deprecated |
fulfillment_method | String | The fulfillment method of the retrieved job type The supported fulfillment methods are
From CRM.COM R15.0.0 and onward, this attribute will be deprecated |
Name | Type | Description |
---|---|---|
affected_mode | String | Defines how the subscription service was affected by the subscription action. Available values are ADDED, REMOVED, UPDATED |
product | Product object | The product of the service that was affected because of the subscription action |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the product |
code | String | The code of product |
alternative_code | String | The alternative code of product |
description | String | The description of product |
priority_level | Integer | The priority level of the product Available from CRM.COM R12.3.0 |
global_rate | Global Rate Object | The global rate of the retrieved product Available from CRM.COM R15.0.0 |
product_type | Product type object | The type of the product |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE |
meter_reading_type | Meter Reading Type | The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rate |
rate_model | String | The price plan rate model which can be one of the following:
From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED |
global_base_amount | Number | The base price of the product in the Global Price Plan |
base_rate_applied_per | String | The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between
|
uot | String | The 'UOT' applicable for the rate
Available for one-time services |
time_period | Time Period Object | The period and unit of time for which the base amount is applicable for. This is available only on termed services rates. |
uom | String | The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
time_period_value | Number | The time period value |
time_period_uot | String | The time period unit of time. The supported values are the following: MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS |
Name | Type | Description |
---|---|---|
affected_mode | String | Defines how the subscription installed item was affected by the subscription action. Available values are ADDED, REMOVED, UPDATED |
installed_item | Installed Item object | The installed item that was affected because of the subscription action |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved installed item |
serial_number | String | The serial number of the retrieved installed item |
alternative_code | String | The alternative code of the retrieved installed item |
state | String | The state of the retrieved installed item, which can be EFFECTIVE or NOT_EFFECTIVE |
state_classification | State Classification object | The state classification of the retrieved installed item, which defines the reason why the installed item was set as Not Effective Applicable only if the Installed Item was set as Not Effective through automation process Available from CRM.COM R14.0.0 |
Product object | The product of the retrieved installed item |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the product |
code | String | The code of product |
alternative_code | String | The alternative code of product |
description | String | The description of product |
priority_level | Integer | The priority level of the product Available from CRM.COM R12.3.0 |
global_rate | Global Rate Object | The global rate of the retrieved product Available from CRM.COM R15.0.0 |
product_type | Product type object | The type of the product |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE |
meter_reading_type | Meter Reading Type | The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The identifier of the Unit of measurement |
name | String | The name of the Unit of measurement |
description | String | The description of the Unit of measurement |
alternative_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rate |
rate_model | String | The price plan rate model which can be one of the following:
From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED |
global_base_amount | Number | The base price of the product in the Global Price Plan |
base_rate_applied_per | String | The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between
|
uot | String | The 'UOT' applicable for the rate
Available for one-time services |
time_period | Time Period Object | The period and unit of time for which the base amount is applicable for. This is available only on termed services rates. |
uom | String | The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
time_period_value | Number | The time period value |
time_period_uot | String | The time period unit of time. The supported values are the following: MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS |
Name | Type | Description |
---|---|---|
name | String | The name of the installed item's state classification |
alternative_code | String | The alternative code of the installed item's state classification |
description | String | The description of the installed item's state classification |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"6F48ACCAB4FC6628C52F4DDE1EE0559E", "subscription_identifier":{"number":"S60243"}, "accounts_receivable":{ "action":"EXISTING", "accounts_receivable_identifier":{ "number":"4" } }, "subscription_address":{ "action":"EXISTING", "type":"SAMEASBILLINGADDRESS" } }
Response:
{ "status": { "message": null, "description": null, "code": "OK" }, "data": { "action_type": null, "submitted_on": "2014-12-31T10:08:38", "sub_action_type": null, "business_classification_code": "CHANGE_SUBSCRIBER", "number": "129", "executed_on": "2014-12-31T10:08:40", "life_cycle_state": "EXECUTED", "performed_by": { "person_name": "Marios Lannister", "username": "MPAdministrator", "id": "1", "email": null }, "behavior_code": "CHANGE_SUBSCRIBER_ACCOUNT", "submitted_by": { "person_name": "Marios Lannister", "username": "MPAdministrator", "id": "1", "email": null }, "id": "574A4A027F88DA0D07BE3A3359BB4B66", "subscription": { "accounts_receivable": { "account_owner": { "last_name": "Lannister", "life_cycle_state": "FINANCIAL", "middle_name": null, "company_profile": null, "title": "Mr", "type": "PERSON", "first_name": "Marios", "name": "Marios Lannister", "id": "F60EF6A65658F86B3DFADA3809BD85C4", "company_name": null, "demographics": { "gender": "MALE", "passport_issued_by_country": null, "passport_number": null, "social_security_number": null, "country_of_residence": { "name": "CAMEROON", "id": "164" }, "industry_sector": null, "date_of_birth": { "month": 5, "day": 1, "year": 1963 }, "name_day": { "month": 5, "day": 1 }, "id_number": "593664", "id_issued_by_country": { "name": "CYPRUS", "id": "181" }, "industry": null } }, "life_cycle_state": "ACTIVE", "number": "4", "name": "mar", "id": "5C7045E4DCE86FE0670CEE3A32437227" }, "life_cycle_state": "DRAFT", "number": "S60243", "type": { "name": "Test Sub", "id": "C2FEA2C046FC3A28F98173D1CD98BA09", "description": null, "alternative_code": "TS" }, "id": "F609D1E4FDD4E083478B45DCF9DC210A" }, "performed_on": "2014-12-31T10:08:34" } }
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