POST contact_information/change_kyc_profile

Available from CRM.COM R14.0.0

This method is used to change the KYC profile of an existing contact information. A single contact information KYC profile can be updated in each call.

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

contact_information_identifier

(mandatory)

Contact Information Identifier  

The identifier of the contact information that should be updated. The allowed contact information identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of the contact information

id_number

(semi-optional)

String

The ID number of the contact information

Applicable only for contact information that represent PERSON

passport_number 

(semi-optional)

String

The passport number of the contact information

Applicable only for contact information that represent PERSON

social_security_number 

(semi-optional)

String

The social security number of the contact information

Applicable only for contact information that represent PERSON

vat_registration_number

(semi-optional)

String

The VAT registration number of the contact information

Applicable only for contact information that represent COMPANY

registration_number

(semi-optional)

String

The registration number of the contact information

Applicable only for contact information that represent COMPANY

Available from CRM.COM R14.0.0

kyc_profile

(mandatory)

KYC Profile Identifier

The identifier of the KYC profile that should be set on the contact information. The allowed KYC profile identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of the KYC profile

name

(semi-optional)

String

The name of the KYC profile

From CRM.COM R15.0.0, the parameter deprecated

fields_set
(optional)

List of Strings, comma separated 

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

Restrictions

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

Response Data

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

nameStringThe full name of the retrieved contact information

title

String

The title 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

company_nameSting

The company name of the retrieved contact information

notes

StringNotes for the contact information
organizational_unitIntegerIndicates whether a contacts belongs to an organisational unit or not
preferred_languageString

The Contact Information's preferred language. The available values are:

  • ARA
  • DAN
  • ENG
  • EST
  • FIN
  • FRA
  • DEU
  • ELL
  • JPN
  • VIE
  • MAL
  • IND
  • TAI
  • LAV
  • LIT
  • NNO
  • POL
  • POR
  • RUS
  • SPA
  • SWE
  • UKR
  • CMN
  • TGL
  • HIN
  • CUSTOM1
  • CUSTOM2
  • CUSTOM3
  • CUSTOM4
  • CUSTOM5
  • CUSTOM6
  • CUSTOM7
  • CUSTOM8

Available from CRM.COM R12.0.0

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_string_9

String

User Defined Field of type String

udf_string_10

String

User Defined Field of type String

udf_string_11

String

User Defined Field of type String

udf_string_12

String

User Defined Field of type String

udf_string_13

String

User Defined Field of type String

udf_string_14

String

User Defined Field of type String

udf_string_15

String

User Defined Field of type String

udf_string_16

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_float_5

Float

User Defined Field of type Float

udf_float_6

Float

User Defined Field of type Float

udf_float_7

Float

User Defined Field of type Float

udf_float_8

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

udf_date_5

Date

User Defined Field of type Date

udf_date_6

Date

User Defined Field of type Date

udf_date_7

Date

User Defined Field of type Date

udf_date_8

Date

User Defined Field of type Date

kyc_profileKYC profile object

The KYC profile information of the retrieved contact information

Available from CRM.COM R14.0.0

demographics

Demographics object

The demographics of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieved contact information

category

Category object

The category of the retrieved contact information

owned_by_groupGroup object

The group that is owning the contact information

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

owned_by_business_unitBusiness Unit Object

The business unit that is owning the contact information

Available from CRM.COM R18.0.0

privacy_levelPrivacy level objectThe contact information's privacy level

log_information

Log Information Object

The log information related with the retrieved accounts receivable

addresses_set

Set of Contact information address Object            

The addresses of the retrieved contact information

phones_set

Set of Contact information phone Object           

The phones of the retrieved contact information

emails_set

Set of Contact information email Object           

The emails of the retrieved contact information

relation_set

Set of Contact Information business and personal relation Objects

The business and personal relations of the retrieved contact information

authorization_settings

Contact Information Authorization settings object


The contact information's authorization settings information

Available from CRM.COM R9.0.0

consent_informationContact Consent Object

The contact information's consent information

Available from CRM.COM R14.1.0

Referred Objects Response Data

 kyc profile object response data

Name

Type

Description

kyc_profile_name

String

The KYC profile of the retrieved contact information

kyc_profile_expiration_dateDateThe KYC profile's expiration date
kyc_profile_stateStringThe KYC profile's life cycle state. Available values are: PENDING_VERIFICATION, VERIFIED, REFUTE, EXPIRED

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 contact category object response data

Name

Type

Description

id

String

The id of the retrieved category

name

String

The name of the retrieved category

code

String

The code of the retrieved category

 group object response data

Name

Type

Description

id

String

The ID of the retrieved group

name

String

The name of the retrieved group

community_name

String

The name of the community that the retrieved group belongs to

alternative_code

String

The alternative code of the retrieved group

unified_codeString

The unified code of the retrieved group

Available from CRM.COM R16.2.2

description

String

The description of the retrieved group

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

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

 privacy_level object response data

Name

Type

Description

id

String

The id of the retrieved privacy level

numberStringThe number of the retrieved privacy level

name

String

The name of the retrieved privacy level

hierarchy_level

String

The hierarchy level of the retrieved privacy level

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

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

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

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

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

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

updated_by_unit

Unit Object

The last unit that updated the retrieved record

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

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

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

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

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

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 address object response data

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

Name

Type

Description

id

String

The ID of the retrieved address

type

String

The type of the retrieved address which can be

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

postal_code

String

The postal code of the retrieved address

street_name

String

The street name of the retrieved address

street_number

String

The street number of the retrieved address

floor

Integer

The floor of the retrieved address

apartment_number

String

The apartment number of the retrieved address

area

String

The area of the retrieved address

town_city

String

The town / city of the retrieved address

district

String

The district of the retrieved address

municipality         

String

The municipality of the retrieved address

po_box

String

The PO box of the retrieved address

po_box_postal_code

String

The PO box postal code of the retrieved address

care_of

String

The care of person of the retrieved address

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_string_9

String

User Defined Field of type String

udf_string_10

String

User Defined Field of type String

udf_string_11

String

User Defined Field of type String

udf_string_12

String

User Defined Field of type String

udf_string_13

String

User Defined Field of type String

udf_string_14

String

User Defined Field of type String

udf_string_15

String

User Defined Field of type String

udf_string_16

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

country

Country Object

The country of the retrieved address

is_primaryBoolean

Defines if the address is the contact's primary address or not.

Available from CRM.COM R15

 

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

Name

Type

Description

id

String

The ID of the retrieved address

type

String

The type of the retrieved address which can be

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

postal_code

String

The postal code of the retrieved address

town_city

String

The town / city of the retrieved address

address_line_1

String

The address line 1

address_line_2

String

 The address line 2

state_province_county

String

The state or province or county of the address.

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_string_9

String

User Defined Field of type String

udf_string_10

String

User Defined Field of type String

udf_string_11

String

User Defined Field of type String

udf_string_12

String

User Defined Field of type String

udf_string_13

String

User Defined Field of type String

udf_string_14

String

User Defined Field of type String

udf_string_15

String

User Defined Field of type String

udf_string_16

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

country

Country Object

The country of the retrieved address

is_primaryBoolean

Defines if the address is the contact's primary address or not.

Available from CRM.COM R15

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 phone object response data

Name

Type

Description

id

String

The ID of the retrieved phone

type

String

The type of the retrieved phone which can be

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

number

String

The number of the retrieved phone

area_code

String

The area code of the retrieved phone

full_number

String

The full number of the retrieved phone

notesStringThe notes of the retrieved phone

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

country

Country Object

The country of the retrieved phone

is_primaryBoolean

Defines if the phone is the contact's primary phone or not.

Available from CRM.COM R15

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 

 email object response data

Name

Type

Description

id

String

The ID of the retrieved email

type

String

The type of the retrieved email which can be

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

email_address

String

The address of the retrieved email

notesStringThe notes of the retrieved email

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

is_primary

 

Boolean

Defines if the email is the contact's primary email or not.

Available from CRM.COM R15

 contact_information_relation object response data

Name

Type

Description

id

String

The ID of the retrieved contact information business or personal relation

type

String

The type of the retrieved contact information business or personal relation which can be

FAMILY MEMBER, EXTENDED FAMILY, PARTNER, CLOSE FRIEND, FRIEND, WORK COLLEAGUE, PARTNER COMPANY, CLIENT, EMPLOYER, EMPLOYEE, BUSINESS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5

relation_typeString

The relation type of the retrieved contact information

The supported values are INWARD, OUTWARD

Available from CRM.COM R14.2.0

Deprecated from CRM.COM R17

notesStringThe notes of the retrieved contact information business or personal relation
contact_informationContact Information ObjectThe related contact information

Referred Response Objects Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector


 contact_information_authorization object response data

Name

Type

Description

send_direct_ marketing_material

Boolean

Defines whether the contact wants to be contacted for Direct Marketing purposes

direct_marketing_setting_updated_date

Date

The last date that the contact information's authorization setting for Direct Marketing was updated

send_affiliate_ marketing_material

Boolean

Defines whether the contact wants to be contacted for Affiliate Marketing purposes

affiliate_marketing_setting_updated_date

Date

The last date that the contact information's authorization setting for Affiliate Marketing was updated

direct_marketing_setting_updated_by_user

User Object

The name of the last user that updated the contact information's authorization setting for Affiliate Marketing

affiliated_marketing_setting_updated_by_user

User Object

The name of the last user that updated the contact information's authorization setting for Affiliate Marketing

Referred Objects Response Data

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 contact consent object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

contact_consent_state

String

The state of the Contact's Consent. Applicable values are:

  • PENDING
  • ACCEPTED
  • REJECTED
  • WITHDRAWN
contact_consent_updated_dateDateThe updated date of the Contact's Consent
contact_consent_formAttachments Object

The Contact's accepted Consent Form. Applicable only if Consent State is ACCEPTED

Referred Objects Response Data

 Attachments object response data

Name

Type

Description

id

String

The ID of the retrieved attachment

entityString

The name of the entity related with the attachment. The supported entities are the following:

  • ACCOUNTSRECEIVABLE
  • ACTIVITIES
  • COMMUNICATIONS
  • COMMUNICATIONTEMPLATES
  • CONTACTINFORMATION
  • INSTALLEDITEMS
  • JOBS
  • LEADS
  • PRODUCTS
  • SERVICEREQUESTS
  • ATTACHMENTSLIBRARY

From CRM.COM R12.2.0, ATTACHMENTSLIBRARY is available

From CRM.COM R14.0.0, COMMUNICATIONTEMPLATES is available

entity_idStringThe ID of the entity related with the attachment.
urlStringThe attached URL. This information is empty if the attachment is a file.
notesStringThe comments related with the retrieved attachment
classificationAttachments Classification Object

The classification of the attachment

Available from CRM.COM R12.2.0

fileFile ObjectThe information of the attached file. This information is empty if the attachment is a URL.
log_informationLog Information ObjectThe log information of the retrieved attachment

Referred Objects Response Data

 classification object response data

 

NameTypeDescription

id

String

The id of the retrieved attachment classification

name

String

The name of the retrieved attachment classification

alternative_code

String

The alternative code of the retrieved attachment classification

 file object response data

 

Name

Type

Description

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

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

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

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

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

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

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

updated_by_unit

Unit Object

The last unit that updated the retrieved record

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

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

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

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

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

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

Examples

 Example 1

HTTP Method: POST

 

Request:

Input:

{
"token":"{{token}}",
"contact_information_identifier":{"id_number":"654532"},
"kyc_profile":{"name":"Low"}
}

Response:

{
    "data": {
        "notes": null,
        "log_information": {
            "created_by_unit": {
                "alternative_code": "adminunit",
                "group_name": "Main Group",
                "name": "Admin Unit",
                "description": "admin unit",
                "id": "1"
            },
            "updated_by_unit": {
                "alternative_code": "adminunit",
                "group_name": "Main Group",
                "community_name": "Community",
                "name": "Admin Unit",
                "description": "admin unit",
                "id": "1"
            },
            "created_date": "2018-01-10T09:48:40",
            "updated_date": "2018-01-22T15:08:45",
            "updated_by_user": {
                "person_name": "CRM COM",
                "id": "1",
                "username": "MPAdministrator"
            },
            "created_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "username": "MPAdministrator"
            }
        },
        "type": "PERSON",
        "id": "10DB52E1D3174C95B56F3BAD73E306E3",
        "organizational_unit": 0,
        "udf_string_2": null,
        "udf_string_3": null,
        "udf_string_4": null,
        "udf_string_5": null,
        "privacy_level": null,
        "udf_string_1": null,
        "life_cycle_state": "FINANCIAL",
        "phones_set": [],
        "company_name": null,
        "name": "Kyriakos Parpettas",
        "udf_string_6": null,
        "udf_string_7": null,
        "udf_string_8": null,
        "udf_string_9": null,
        "relation_set": [],
        "addresses_set": [],
        "owned_by_group": {
            "alternative_code": "MG",
            "name": "Main Group",
            "description": "Main Group",
            "id": "1"
        },
        "udf_date_6": null,
        "udf_date_5": null,
        "udf_date_8": null,
        "udf_date_7": null,
        "title": null,
        "udf_date_2": null,
        "udf_date_1": null,
        "udf_date_4": null,
        "udf_date_3": null,
        "emails_set": [],
        "udf_float_5": null,
        "udf_float_6": null,
        "udf_float_3": null,
        "udf_float_4": null,
        "company_profile": {
            "tax_reference_number": null,
            "registered_in_country": null,
            "number_of_employees": null,
            "annual_turnover": null,
            "profile_year": null,
            "registration_number": null,
            "vat_registration_number": null,
            "industry_sector": null,
            "industry": null,
            "established_date": null,
            "vat_registered_by": null,
            "vat_registration_date": null
        },
        "udf_string_15": null,
        "udf_string_16": null,
        "udf_string_13": null,
        "udf_float_7": null,
        "udf_string_14": null,
        "udf_float_8": null,
        "udf_string_11": null,
        "udf_string_12": null,
        "udf_string_10": null,
        "udf_float_1": null,
        "first_name": "Kyriakos",
        "udf_float_2": null,
        "preferred_language": null,
        "last_name": "Parpettas",
        "middle_name": null,
        "authorization_settings": {
            "direct_marketing_setting_updated_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "username": "MPAdministrator"
            },
            "affiliate_marketing_setting_updated_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "username": "MPAdministrator"
            },
            "affiliate_marketing_setting_updated_date": "2018-01-10T09:48:40",
            "send_affiliate_marketing_material": false,
            "send_direct_marketing_material": false,
            "direct_marketing_setting_updated_date": "2018-01-10T09:48:40"
        },
        "category": null,
        "kyc_profile": {
            "kyc_profile_state": "PENDING",
            "kyc_profile_name": "Low",
            "kyc_profile_expiration_date": null
        },
        "demographics": {
            "id_number": "654532",
            "gender": null,
            "country_of_residence": {
                "alternative_code": "CYP",
                "three_character_code": "CYP",
                "name": "CYPRUS",
                "id": "181",
                "two_character_code": "CY"
            },
            "date_of_birth": {
                "month": null,
                "year": null,
                "day": null
            },
            "industry_sector": null,
            "industry": null,
            "name_day": {
                "month": null,
                "day": null
            },
            "passport_number_expiration_date": "2018-01-19T08:18:31",
            "id_number_expiration_date": "2018-01-19T09:09:50",
            "passport_number": null,
            "social_security_number": null,
            "id_issued_by_country": null,
            "passport_issued_by_country": null
        }
    },
    "status": {
        "code": "OK",
        "description": "",
        "message": ""
    }
}