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POST subscriptions/change_subscriber

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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:

Name

Type

Description

id 

(semi-optional)

String

The ID of subscription

number 

(semi-optional)

String

The number of subscription

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:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

access_token_identifier

(semi-optional)

Access Token Identifier

The identifier of the access token which is related with the accounts receivable. Only effective access tokens can be used to identify an accounts receivable. The allowed access token identifier fields are the following

Name

Type

Description

authentication_code

(semi-optional)

String

The authentication code of the access token

identifier

(semi-optional)

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

pass_code

(mandatory on conditions)

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

one_time_password

(semi-optional)

Integer

The one-time password (OTP) of the access token

Available from CRM.COM R13.0.0

Available from CRM.COM R8.0.0

Deprecated from CRM.COM R18.0.0

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:

Name

Type

Description

id

(semi-optional)

String

The ID of the subscription action type

name

(semi-optional)

String

The name of the subscription action type

alternative_code

(semi-optional)

String

The alternative code of  the subscription action type

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:

Name

Type

Description

id

(semi-optional)

String

The ID of the subscription sub action type

name

(semi-optional)

String

The name of the subscription sub action type

alternative_code

(semi-optional)

String

The alternative code of  the subscription sub action type

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:

Name

Type

Description

id

(semi-optional)

String

The ID of the user

username

(semi-optional)

String

The username of the user

performed_by_unit_identifier

(optional)

Unit Identifier

The unit that performed the action. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of  the Unit

Available from CRM.COM R14.0.0

performed_on

(optional)

DateThe date that the action was actually performed

billing_effective_date

(optional)

DateDetermines when the subscription services that are affected by the subscription action should be billed by the billing engine.

billable_period_start_date

(optional)

DateDetermines 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

accounts_receivable

(mandatory)

Accounts Receivable ObjectThe accounts receivable that should own the subscription.

subscription_address

(mandatory)

Address object  

The address of the subscription to be created

From CRM.COM R14.2.0, Subscription Address is mandatory based on the Accounts Receivable Definitions' Billing Address Rules

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

 change_subscriber_parameters object data

Name

Type

Description

action

(mandatory)

String

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

NEW, EXISTING

accounts_receivable_identifier

(mandatory on conditions)

Accounts receivable identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

name

(mandatory on conditions)

String

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

description

(optional)

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

notes

(optional)

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

vat_number

(optional)

String

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

credit_limit

(optional)

Number

Is the maximum amount of credit that can be provided to the specific accounts receivable, or in other words the maximum balance that the accounts receivable can ever reach. This is applicable if the action is set to NEW

Deprecated 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)

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

classification_identifier

(mandatory on conditions)

Accounts receivable classification identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the classification

name

(semi-optional)

String

The name of the classification

alternative_code

(semi-optional)

String

The alternative code of  the classification

This is applicable if the action is set to NEW

credit_rating_code

(mandatory on conditions)

String

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

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

 This is applicable if the action is set to NEW

owned_by_group_identifier

(optional)

Group identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the group

name

(semi-optional)

String

The code of the group

alternative_code

(semi-optional)

String

The alternative code of  the group

Deprecated from CRM.COM R18.0.0

owned_by_business_unit_identifier

(optional)

Business Unit identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the business unit

name

(semi-optional)

String

The code of the business unit

code

(semi-optional)

String

The code of the business unit

Available from CRM.COM R18.0.0

privacy_level_identifier

(optional)

Privacy level identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the privacy level

 

number

(semi-optional)

String

The number of the privacy level

Deprecated from CRM.COM R18.0.0

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

contact_information

(mandatory on conditions)

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

billing_address

(mandatory on conditions)

Billing address object

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

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

presentment_preferences_set 

(optional)

Set of Presentment Preferences Object            

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

payment_preferences_set

(optional)

Set of Payment Preferences Object      

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

Referred Parameter Objects Data

 contact_information_parameters object data

Name

Type

Description

action

(mandatory)

String

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

NEW, EXISTING

contact_information_identifier

(mandatory on conditions)

Contact information identifier

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

Name

Type

Description

id 

(semi-optional)

String

The ID of the contact information

id_number

(semi-optional)

String

The ID number of the contact information

Applicable only for contact information that represent PERSON

passport_number 

(semi-optional)

String

The passport number of the contact information

Applicable only for contact information that represent PERSON

social_security_number 

(semi-optional)

String

The social security number of the contact information

Applicable only for contact information that represent PERSON

vat_registration_number

(semi-optional)

String

The VAT registration number of the contact information

Applicable only for contact information that represent COMPANY

registration_number

(semi-optional)

String

The registration number of the contact information

Applicable only for contact information that represent COMPANY

Available from CRM.COM R14.0.0

type

(mandatory on conditions)

String

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

title

(optional)

String

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

first_name

(mandatory on conditions)

String

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

middle_name

(optional)

String

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

last_name

(mandatory on conditions)

String

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

company_name

(mandatory on conditions)

Sting

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

category_identifier

(optional)

Identifier  

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

Name

Type

Description

id

(semi-optional)

String

The ID of the contact category

name

(semi-optional)

String

The name of the category

code

(semi-optional)

String

The code of  the category

Applicable only if the action is set to NEW

owned_by_group_identifier

(optional)

Group identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the group

name

(semi-optional)

String

The code of the group

alternative_code

(semi-optional)

String

The alternative code of  the group

Applicable only if the action is set to NEW

Deprecated from CRM.COM R18.0.0

owned_by_business_unit_identifier

(optional)

Business Unit identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the business unit

name

(semi-optional)

String

The code of the business unit

code

(semi-optional)

String

The code of the business unit

Applicable only if the action is set to NEW

Available from CRM.COM R18.0.0

privacy_level_identifier

(optional)

Privacy level identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the privacy level

 

number

(semi-optional)

String

The number of the privacy level

Applicable only if the action is set to NEW

Deprecated from CRM.COM R18.0.0

send_direct_marketing_material

(optional)

Boolean


The Contact Information's authorization setting for Direct Marketing

Available from CRM.COM R9.0.0

send_affiliate_marketing_material

(optional)

Boolean

The Contact Information's authorization setting for Affiliate Marketing

Available from CRM.COM R9.0.0

udf_string_1

(optional)

String

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

udf_string_2

(optional)

String

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

udf_string_3

(optional)

String

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

udf_string_4

(optional)

String

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

udf_string_5

(optional)

String

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

udf_string_6

(optional)

String

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

udf_string_7

(optional)

String

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

udf_string_8

(optional)

String

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

udf_string_9

(optional)

String

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

udf_string_10

(optional)

String

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

udf_string_11

(optional)

String

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

udf_string_12

(optional)

String

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

udf_string_13

(optional)

String

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

udf_string_14

(optional)

String

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

udf_string_15

(optional)

String

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

udf_string_16

(optional)

String

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

udf_float_1

(optional)

Float

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

udf_float_2

(optional)

Float

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

udf_float_3

(optional)

Float

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

udf_float_4

(optional)

Float

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

udf_float_5

(optional)

Float

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

udf_float_6

(optional)

Float

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

udf_float_7

(optional)

Float

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

udf_float_8

(optional)

Float

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

udf_date_1

(optional)

Date

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

udf_date_2

(optional)

Date

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

udf_date_3

(optional)

Date

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

udf_date_4

(optional)

Date

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

udf_date_5

(optional)

Date

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

udf_date_6

(optional)

Date

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

udf_date_7

(optional)

Date

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

udf_date_8

(optional)

Date

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

custom_field_set

(optional)

Set of Custom Fields

The custom fields that are associated with the contact information

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

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

Available from CRM.COM R16.2.0

demographics

(optional)

Demographics object

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


company_profile

(optional)

Company profile object

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


address_set

(optional)

Address object

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


phone_set

(optional)

Phone object

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


email_set

(optional)

Email object

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


Referred Parameter Objects Data

 demographics parameter object data

Name

Type

Description

gender

(optional)

String

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

id_number

(optional)

String

The ID number of the contact information

id_number_expiration_date

(optional)

Date

The expiration date of the ID number

Available from CRM.COM R14.0.0

passport_number

(optional)

String

The passport number of the contact information

passport_number_expiration_date

(optional)

 

Date

The expiration date of the passport

Available from CRM.COM R14.0.0

social_security_number

(optional)

String

The social security number of the contact information

country_of_residence_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

id_issued_by_country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

passport_issued_by_country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

industry_identifier

(optional)

Industry identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the industry

name

(semi-optional)

String

The name of the industry

code

(semi-optional)

String

The alternative code of  the industry

industry_sector_identifier

(optional)

Industry Sector identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the industry sector

name

(semi-optional)

String

The name of the industry sector

alternative_code

(semi-optional)

String

The alternative code of  the industry sector

date_of_birth

(optional)

Date of Birth Object

The date of birth of the contact information

name_day

(optional)

Name Day Object

The name day of the contact information

Referred Parameter Objects Data

 date_of_birth object parameter data

Name

Type

Description

day 

(optional)

Integer

The day of the retrieved date of birth

month 

(optional)

Integer

The month of the retrieved date of birth

year

(optional)

Integer

The year of the retrieved date of birth

 name_day object parameter data

Name

Type

Description

day

(optional)

Integer

The day of the retrieved name day

month

(optional)

Integer

The month of the retrieved name day

 company_profile parameter object data

Name

Type

Description

profile_year

(optional)

Number

The profile year of the contact information

annual_turnover

(optional)

Number

The annual turnover of the contact information

established_date

(optional)

Date

The established date of the contact information

number_of_employees

(optional)

Number

The number of employees of the contact information

registration_number

(optional)

String

The registration number of the contact information

vat_registration_number

(optional)

String

The vat registration number of the contact information

vat_registered_by

(optional)

String

The vat registration by of the contact information

vat_registration_date

(optional)

Date

The vat registration date of the contact information

tax_reference_number

(optional)

String

The tax reference number of the contact information

registered_in_country_identifier

Country Identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

industry_identifier

(optional)

Industry identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the industry

name

(semi-optional)

String

The name of the industry

code

(semi-optional)

String

The alternative code of  the industry

industry_sector_identifier

(optional)

Industry Sector identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the industry sector

name

(semi-optional)

String

The name of the industry sector

alternative_code

(semi-optional)

String

The alternative code of  the industry sector


 address parameter object data

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

NameTypeDescription

type

(mandatory)

String

The type of the address which can be added

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

is_primary

(mandatory on conditions)

Boolean

Weather the address is the primary one


Applicable from CRM.COM R16.1.0 onwards

postal_code

(optional)

String

The postal code of the address

street_name

(mandatory on conditions)

String

The street name of the address

street_number

(optional)

String

The street number of the address


floor

(optional)

Integer

The floor of the address


apartment_number

(optional)

String

The apartment number of the address


area

(optional)

String

The area of the address


town_city

(optional)

String

The town/city of the address


district

(optional)

String

The district of the address


municipality

(optional)

         

String

The municipality of the address


country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

po_box

(optional)

String

The PO box of the address

po_box_postal_code

(optional)

String

The PO box postal code of the address

care_of

(optional)

String

The care of person of the address

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date


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

type

(mandatory)

String

The type of the address which can be added

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

postal_code

(optional)

String

The postal code of the address


town_city

(optional)

String

The town/city of the address

country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

address_line_1

(mandatory)

String

The address line 1

address_line_2

(optional)

String

 The address line 2

state_province_county

(optional)

String

The state or province or county of the address.


udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

 phone parameter object data

Name

Type

Description

type

(mandatory)

String

The type of the phone which can be

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

is_primary

(mandatory on conditions)

Boolean

Weather the phone is the primary one


Applicable from CRM.COM R16.1.0 onwards

number

(mandatory)

String

The number of the phone

area_code

(optional)

String

The area code of the phone

country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

notes

(optional)

StringThe notes of the phone

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

 email parameter object data

Name

Type

Description

type

(mandatory)

String

The type of the retrieved email which can be

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

is_primary

(mandatory on conditions)

Boolean

Weather the email is the primary one


Applicable from CRM.COM R16.1.0 onwards

email_address

(mandatory)

String

The address of the retrieved email

notes

(optional)

StringThe notes of the retrieved email

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

 billing_address object parameter data
Name
Type
Description
action

(mandatory)

String

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

NEW, EXISTING, EXISTINGUPDATED

type

(mandatory on conditions)

String

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

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

address

(mandatory on conditions)

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

Referred Objects Response Data

 address parameter object data

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

NameTypeDescription

type

(mandatory)

String

The type of the address which can be added

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

is_primary

(mandatory on conditions)

Boolean

Weather the address is the primary one


Applicable from CRM.COM R16.1.0 onwards

postal_code

(optional)

String

The postal code of the address

street_name

(mandatory on conditions)

String

The street name of the address

street_number

(optional)

String

The street number of the address


floor

(optional)

Integer

The floor of the address


apartment_number

(optional)

String

The apartment number of the address


area

(optional)

String

The area of the address


town_city

(optional)

String

The town/city of the address


district

(optional)

String

The district of the address


municipality

(optional)

         

String

The municipality of the address


country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

po_box

(optional)

String

The PO box of the address

po_box_postal_code

(optional)

String

The PO box postal code of the address

care_of

(optional)

String

The care of person of the address

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date


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

type

(mandatory)

String

The type of the address which can be added

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

postal_code

(optional)

String

The postal code of the address


town_city

(optional)

String

The town/city of the address

country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

address_line_1

(mandatory)

String

The address line 1

address_line_2

(optional)

String

 The address line 2

state_province_county

(optional)

String

The state or province or county of the address.


udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

 accounts_receivable_presentment_preference object parameter data
Name
Type
Description
presentment_preference_identifier

(mandatory)

Identifier  

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

Name

Type

Description

id

(semi-optional)

String

The ID of presentment preference

name 

(semi-optional)

String

The name of presentment preference

alternative_code

(semi-optional)

String

The alternative code of presentment preference

state

(optional)

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

email

(mandatory on conditions)

Presentment Preference Email Object

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

Deprecated from CRM.COM R17.0.0



phone

(mandatory on conditions)

Presentment Preference Phone Object

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

Deprecated from CRM.COM R17.0.0

Referred Objects Response Data

 presentment preference email object parameter data
Name
Type
Description
action

(mandatory)

String

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

NEW, EXISTING, EXISTINGUPDATED

type

(mandatory on conditions)

String

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

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

email

(mandatory on conditions)

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

Referred Objects Response Data

 email parameter object data

Name

Type

Description

type

(mandatory)

String

The type of the retrieved email which can be

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

is_primary

(mandatory on conditions)

Boolean

Weather the email is the primary one


Applicable from CRM.COM R16.1.0 onwards

email_address

(mandatory)

String

The address of the retrieved email

notes

(optional)

StringThe notes of the retrieved email

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

 presentment preference phone object parameter data
Name
Type
Description
action

(mandatory)

String

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

NEW, EXISTING, EXISTINGUPDATED

type

(mandatory on conditions)

String

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

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

phone

(mandatory on conditions)

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

Referred Objects Response Data

 phone parameter object data

Name

Type

Description

type

(mandatory)

String

The type of the phone which can be

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

is_primary

(mandatory on conditions)

Boolean

Weather the phone is the primary one


Applicable from CRM.COM R16.1.0 onwards

number

(mandatory)

String

The number of the phone

area_code

(optional)

String

The area code of the phone

country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

notes

(optional)

StringThe notes of the phone

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

 accounts_receivable_payment_preference object parameter data

Name

Type

Description

account_holder

(optional)

String

The account holder of the retrieved payment preference

bank_account_number

(optional)

String

The bank account number of the retrieved payment preference

payment_preference_identifier

(mandatory)

Identifier  

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

Name

Type

Description

id

(semi-optional)

String

The ID of payment preference

name 

(semi-optional)

String

The name of payment preference

alternative_code 

(semi-optional)

String

The alternative code of payment preference

bank_account_type_identifier

(optional)

Identifier 

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

Name

Type

Description

id 

(semi-optional)

String

The ID of bank account type

name

(semi-optional)

String

The name of bank account type

alternative_code 

(semi-optional)

String

The alternative code of bank account type

bank_identifier

(optional)

Identifier 

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

Name

Type

Description

id 

(semi-optional)

String

The ID of bank

name 

(semi-optional)

String

The name of bank

alternative_code 

(semi-optional)

String

The alternative code of bank

bank_branch_identifier

(optional)

Identifier 

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

Name

Type

Description

id 

(semi-optional)

String

The ID of bank branch

name

(semi-optional)

String

The name of bank branch

alternative_code 

(semi-optional)

String

The alternative code of bank branch

notes

(optional)

String

The notes to be added on account payment preference object.

Available from CRM.COM R10.1.0


payment_medium_identifier

(optional)

String

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

Available from CRM.COM R11.0.0

state

(optional)

Boolean

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

Available from CRM.COM R15.0.0

payment_medium_type_identifier

(optional)

Payment Medium Type Identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the payment medium type

name

(semi-optional)

String

The name of the payment medium type

alternative_code

(semi-optional)

String

The alternative code of  the payment medium type

Available from CRM.COM R11.0.0

payment_medium_brand_identifier

(optional)

Payment Medium Brand Identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the payment medium brand

name

(semi-optional)

String

The name of the payment medium brand

alternative_code

(semi-optional)

String

The alternative code of  the payment medium brand

Available from CRM.COM R11.0.0

use_for_recurring_payments

(optional)

Boolean

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

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

 opt_in_for_subscriptions

(optional)

 Boolean

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

Available from CRM.COM R16.0.0

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


 opt_in_for_purchases

(optional)

 Boolean

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

Available from CRM.COM R16.0.0

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


iban

(optional)

String

The international bank account number

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

Available from CRM.COM R13.1.0

business_identifier_code

(optional)

String

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

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

Available from CRM.COM R13.1.0

unique_mandate_reference

(optional)

Number

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

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

Available from CRM.COM R13.1.0

mandate_signing_date

(optional)

Date

The date that the mandate was signed

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

Available from CRM.COM R13.1.0

mandate_termination_date

(optional)

Date

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

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

Available from CRM.COM R13.1.0

gateway_payment_method_token

(optional)

String

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

Available from CRM.COM R14.2.0


cards_set

(mandatory on conditions)

Set of Payment Gateway Cards Objects

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

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

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

Referred Objects Response Data

 payment_gateway_card_parameters object data

Name

Type

Description

number

(semi-optional)

String

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

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

last_digits

(semi-optional)

Number

The card last 4 digits

Available from CRM.COM R14.2.0

expiration_month

(mandatory)

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

expiration_year

(mandatory)

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

card_security_code

(optional)

Number

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

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

card_holder_name

(mandatory)

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

brand

(mandatory on conditions)

String

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

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

This attribute is mandatory for Payeezy Payment Gateway

Available from CRM.COM R14.3.0


same_as_billing_address

(optional)

Boolean

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

Available from CRM.COM R14.3.0

address_line_1

(optional)

StringInformation related with the card's billing address

address_line_2

(optional)

StringInformation related with the card's billing address

address_city

(optional)

StringInformation related with the card's billing address

address_zip

(optional)

StringInformation related with the card's billing address

address_state

(optional)

StringInformation related with the card's billing address

address_country

(optional)

StringInformation related with the card's billing address

card_token

(optional)

String

The token of the card that will be registered

Available from CRM.COM R14.2.0

consumer_token

(optional)

String

The consumer token of the card that will be registered

Available from CRM.COM R14.26.0

default

(mandatory)

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

 subscription_address object parameter data
Name
Type
Description
action

(mandatory)

String

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

NEW, EXISTING, EXISTINGUPDATED

type

(mandatory on conditions)

String

The contact information address that should be set as the 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

address

(mandatory on conditions)

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

Referred Objects Response Data

 address parameter object data

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

NameTypeDescription

type

(mandatory)

String

The type of the address which can be added

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

is_primary

(mandatory on conditions)

Boolean

Weather the address is the primary one


Applicable from CRM.COM R16.1.0 onwards

postal_code

(optional)

String

The postal code of the address

street_name

(mandatory on conditions)

String

The street name of the address

street_number

(optional)

String

The street number of the address


floor

(optional)

Integer

The floor of the address


apartment_number

(optional)

String

The apartment number of the address


area

(optional)

String

The area of the address


town_city

(optional)

String

The town/city of the address


district

(optional)

String

The district of the address


municipality

(optional)

         

String

The municipality of the address


country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

po_box

(optional)

String

The PO box of the address

po_box_postal_code

(optional)

String

The PO box postal code of the address

care_of

(optional)

String

The care of person of the address

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date


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

type

(mandatory)

String

The type of the address which can be added

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

postal_code

(optional)

String

The postal code of the address


town_city

(optional)

String

The town/city of the address

country_identifier

(optional)

Country identifier

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

Name

Type

Description

id

(semi-optional)

String

The ID of the country

name

(semi-optional)

String

The name of the country

alternative_code

(semi-optional)

String

The alternative code of the retrieved country

two_character_code

(semi-optional)

String

 The two character code of the retrieved country


three_character_code

(semi-optional)

String

 The three character code of the retrieved country

address_line_1

(mandatory)

String

The address line 1

address_line_2

(optional)

String

 The address line 2

state_province_county

(optional)

String

The state or province or county of the address.


udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_string_9

(optional)

String

User Defined Field of type String

udf_string_10

(optional)

String

User Defined Field of type String

udf_string_11

(optional)

String

User Defined Field of type String

udf_string_12

(optional)

String

User Defined Field of type String

udf_string_13

(optional)

String

User Defined Field of type String

udf_string_14

(optional)

String

User Defined Field of type String

udf_string_15

(optional)

String

User Defined Field of type String

udf_string_16

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

Restrictions

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

Response Data

 subscription action object 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_numberString

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:

  • PENDING_VERIFICATION
  • EXECUTED
  • SCHEDULED
  • CANCELLED
  • REJECTED
classificationString

The classification that was provided when the subscription action was submitted.

Available from CRM.COM R17.0.0

behavior_codeString

The behavior code of the subscription action

business_classification_codeString

The business classification code of the subscription action

scheduled_dateDate

The date that the subscription was scheduled to be executed

executed_onDateThe date that the subscription action is executed
submitted_onDateThe date that the business action was submitted into the system
performed_onDateThe 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_2String

User Defined Field of type String

Available from CRM.COM R14.2.0

udf_string_3String

User Defined Field of type String

Available from CRM.COM R14.2.0

udf_string_4String

User Defined Field of type String

Available from CRM.COM R14.2.0

udf_string_5String

User Defined Field of type String 

Available from CRM.COM R14.2.0

udf_string_6String

User Defined Field of type String 

Available from CRM.COM R14.2.0

udf_string_7String

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_9String

User Defined Field of type String 

Available from CRM.COM R14.2.0

udf_string_10String

User Defined Field of type String 

Available from CRM.COM R14.2.0

udf_string_11String

User Defined Field of type String 

Available from CRM.COM R14.2.0

udf_string_12String

User Defined Field of type String 

Available from CRM.COM R14.2.0

udf_string_13String

User Defined Field of type String 

Available from CRM.COM R14.2.0

udf_string_14String

User Defined Field of type String

Available from CRM.COM R14.2.0

udf_string_15String

User Defined Field of type String

Available from CRM.COM R14.2.0

udf_string_16String

User Defined Field of type String

Available from CRM.COM R14.2.0

udf_float_1Float

User Defined Field of type Float

Available from CRM.COM R14.2.0

udf_float_2Float

User Defined Field of type Float

Available from CRM.COM R14.2.0

udf_float_3Float

User Defined Field of type Float

Available from CRM.COM R14.2.0

udf_float_4Float

User Defined Field of type Float

Available from CRM.COM R14.2.0

udf_float_5Float

User Defined Field of type Float

Available from CRM.COM R14.2.0

udf_float_6Float

User Defined Field of type Float

Available from CRM.COM R14.2.0

udf_float_7Float

User Defined Field of type Float

Available from CRM.COM R14.2.0

udf_float_8Float

User Defined Field of type Float

Available from CRM.COM R14.2.0

udf_date_1Date

 User Defined Field of type Date

Available from CRM.COM R14.2.0

udf_date_2Date

 User Defined Field of type Date

Available from CRM.COM R14.2.0

udf_date_3Date

 User Defined Field of type Date

Available from CRM.COM R14.2.0

udf_date_4Date

 User Defined Field of type Date

Available from CRM.COM R14.2.0

submitted_byUser ObjectThe user that  submitted the action into the system
performed_byUser ObjectThe user that actually performed the subscription action, which might be different than the user that submitted the action into the system
performed_by_unitUnit 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_unitBusiness Unit Object

The business unit that performed the subscription action

Available from CRM.COM R18.0.0

action_typeSubscription Action Type Object

The action type of the subscription action

Deprecated from CRM.COM R15.0.0

sub_action_typeSubscription Sub Action Type Object

The sub action type of the subscription action

Deprecated from CRM.COM R15.0.0

subscriptionSubscription ObjectThe subscription that was or will be modified by the execution of the subscription action
jobJob Object

The Job for which the subscription action was performed

Available from CRM.COM R9.0.0

resubmitted_bySubscription 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_setSet 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_setSet 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

 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

 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

 subscription action type object response data

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

 

 subscription sub action type object response data

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

 

 subscription object response data

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_dateDate

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_stateString

The rating state of the retrieved subscription that can be PENDING or COMPLETED

Available from CRM.COM R9.0.0

accounts_receivableAccounts receivable objectThe accounts receivable owning the subscriptions
typeSubscription type objectThe type of the retrieved subscription

Referred Objects Response Data

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

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

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 subscription type object response data

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

descriptionStringA description of the retrieved subscription type
classificationString

The classification of the retrieved subscription type, Flexible or Package

Available from CRM.COM R14.0.0

Deprecated from CRM.COM R17.0.0

 job object response data

Name

Type

Description

id

String

The ID of the retrieved job

number

String

The number of the retrieved job 

descriptionStringThe description of the retrieved job 

life_cycle_state

String

The life cycle state of the retrieved job

The supported options are

  • DRAFT
  • PENDING
  • IN PROGRESS
  • COMPLETED
  • CANCELLED
rating_stateString

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 related with the specified job

typeJob type object

The type information of the retrieved job

Available from CRM.COM R11.2.0


Referred Objects Response Data

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

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

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 job_type response data object
NameType Description
IdStringThe ID of the retrieved job type
nameStringThe Name of the retrieved job type
alternative_codeStringThe Alternative Code of the retrieved job type
descriptionStringThe Description of the retrieved job type
billing_directiveString

The billing directive of the retrieved job type

The supported billing directive options are

  • BILLABLE
  • NOT_BILLABLE

Available from CRM.COM R10.0.0

billing_methodString

The billing method of the retrieved job type. Applicable only for billable job types with fulfillment scope GENERIC_PURPOSE

The supported billing methods are

  • BILL_ON_STARTING_PROGRESS
  • BILL_ON_COMPLETION

Available from CRM.COM R10.0.0

From CRM.COM R15.0.0 and onward, this attribute will be deprecated

fulfillment_scopeString

The fulfillment scope of the retrieved job type

The supported fulfillment scopes are

  • GENERIC_PURPOSE
  • NEW_SUBSCRIPTION
  • ACTIVATE_SUBSCRIPTION
  • DEACTIVATE_SUBSCRIPTION
  • CANCEL_SUBSCRIPTION
  • ADD_SUBSCRIPTION_SERVICES
  • CANCEL_SUBSCRIPTION_SERVICES
  • CHANGE_SUBSCRIPTION_LOCATION
  • SWAP_SUBSCRIPTION_SERVICES
  • SWAP_SUBSCRIPTION_INSTALLED_ITEMS
  • REPLACE_PHYSICAL_GOODS

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_methodString

The fulfillment method of the retrieved job type

The supported fulfillment methods are

  • BASED_ON_ORDERED_ITEMS
  • BASED_ON_DELIVERED_ITEMS

From CRM.COM R15.0.0 and onward, this attribute will be deprecated

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 subscription action affected service object response data

Name

Type

Description

affected_modeString

Defines how the subscription service was affected by the subscription action. Available values are ADDED, REMOVED, UPDATED

productProduct objectThe product of the service that was affected because of the subscription action

Referred Objects Response Data

 product object response data
Name
Type
Description
IdStringThe ID of the product
codeStringThe code of product

alternative_code

String

The alternative code of product

description

String

The description of product

priority_levelInteger

The priority level of the product

Available from CRM.COM R12.3.0

global_rateGlobal Rate Object

The global rate of the retrieved product

Available from CRM.COM R15.0.0

product_typeProduct type objectThe type of the product

Referred Objects Response Data

 product_type object data response
NameType Description
IdStringThe ID of the retrieved product type
nameStringThe Name of the retrieved product type
alternative_codeStringThe Alternative Code of the retrieved product type
descriptionStringThe Description of the retrieved product type
classificationStringThe Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS
service_typeStringThe Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE
physical_good_typeStringThe physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE
composition_methodStringThe Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE
used_for_provisioningBooleanThe flag shows if the retrieved product type is used for provisioning
udr_typeUsage Detail Record TypeThe 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_typeMeter 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

 usage_detail_record_type object data response
NameType Description
IdStringThe ID of the retrieved usage detail record type
nameStringThe Name of the retrieved usage detail record type
alternative_codeStringThe Alternative Code of the retrieved usage detail record type
descriptionStringThe Description of the retrieved usage detail record type
unit_of_measurementStringThe Unit of measurement of the retrieved usage detail record type

Referred Objects Response Data

 unit_of_measurement object response data

Name

Type

Description

idStringThe 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_codeStringThe alternative code of the Unit of measurement

 

 meter_reading_type object data response
NameType Description
IdStringThe ID of the retrieved meter reading type
nameStringThe Name of the retrieved meter reading type
alternative_codeStringThe Alternative Code of the retrieved meter reading type
classificationStringThe Classification of the retrieved meter reading type
descriptionStringThe Description of the retrieved meter reading type
unit_of_measurementStringThe Unit of measurement of the retrieved meter reading type

Referred Objects Response Data

 unit_of_measurement object response data

Name

Type

Description

idStringThe 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_codeStringThe alternative code of the Unit of measurement

 global rate object response data

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:

  • QUANTITYBASED
  • QUANTITYANDPERIODBASED
  • BILLABLEPERIODBASED
  • DURATIONBASED
  • FLATFEEBASED
  • USAGEBASED

From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED

global_base_amountNumber

The base price of the product in the Global Price Plan

base_rate_applied_perString

The value for 'Base Rate Applied per'

Available when the rate model is 'Quantity & Quantity Based' and it is a selection between

  • Period
  • Period_Item
uotString

The 'UOT' applicable for the rate

  • Seconds
  • Minute
  • Hour
  • Day
  • Week
  • Month
  • Year

Available for one-time services

time_periodTime Period Object

 The period and unit of time for which the base amount is applicable for. This is available only on termed services rates.

uomString

The 'UOM' applicable for the rate

Available when the product type is of Usage Service Classification 

Referred Objects Response Data

 period object response data

Name

Type

Description

time_period_valueNumber

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

 subscription action affected installed item object response data

Name

Type

Description

affected_modeString

Defines how the subscription installed item was affected by the subscription action. Available values are ADDED, REMOVED, UPDATED

installed_itemInstalled Item objectThe installed item that was affected because of the subscription action

Referred Objects Response Data

 installed item object 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

stateStringThe state of the retrieved installed item, which can be EFFECTIVE or NOT_EFFECTIVE
state_classificationState 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

Product object

The product of the retrieved installed item

Referred Objects Response Data

 product object response data
Name
Type
Description
IdStringThe ID of the product
codeStringThe code of product

alternative_code

String

The alternative code of product

description

String

The description of product

priority_levelInteger

The priority level of the product

Available from CRM.COM R12.3.0

global_rateGlobal Rate Object

The global rate of the retrieved product

Available from CRM.COM R15.0.0

product_typeProduct type objectThe type of the product

Referred Objects Response Data

 product_type object data response
NameType Description
IdStringThe ID of the retrieved product type
nameStringThe Name of the retrieved product type
alternative_codeStringThe Alternative Code of the retrieved product type
descriptionStringThe Description of the retrieved product type
classificationStringThe Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS
service_typeStringThe Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE
physical_good_typeStringThe physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE
composition_methodStringThe Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE
used_for_provisioningBooleanThe flag shows if the retrieved product type is used for provisioning
udr_typeUsage Detail Record TypeThe 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_typeMeter 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

 usage_detail_record_type object data response
NameType Description
IdStringThe ID of the retrieved usage detail record type
nameStringThe Name of the retrieved usage detail record type
alternative_codeStringThe Alternative Code of the retrieved usage detail record type
descriptionStringThe Description of the retrieved usage detail record type
unit_of_measurementStringThe Unit of measurement of the retrieved usage detail record type

Referred Objects Response Data

 unit_of_measurement object response data

Name

Type

Description

idStringThe 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_codeStringThe alternative code of the Unit of measurement

 

 meter_reading_type object data response
NameType Description
IdStringThe ID of the retrieved meter reading type
nameStringThe Name of the retrieved meter reading type
alternative_codeStringThe Alternative Code of the retrieved meter reading type
classificationStringThe Classification of the retrieved meter reading type
descriptionStringThe Description of the retrieved meter reading type
unit_of_measurementStringThe Unit of measurement of the retrieved meter reading type

Referred Objects Response Data

 unit_of_measurement object response data

Name

Type

Description

idStringThe 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_codeStringThe alternative code of the Unit of measurement

 global rate object response data

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:

  • QUANTITYBASED
  • QUANTITYANDPERIODBASED
  • BILLABLEPERIODBASED
  • DURATIONBASED
  • FLATFEEBASED
  • USAGEBASED

From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED

global_base_amountNumber

The base price of the product in the Global Price Plan

base_rate_applied_perString

The value for 'Base Rate Applied per'

Available when the rate model is 'Quantity & Quantity Based' and it is a selection between

  • Period
  • Period_Item
uotString

The 'UOT' applicable for the rate

  • Seconds
  • Minute
  • Hour
  • Day
  • Week
  • Month
  • Year

Available for one-time services

time_periodTime Period Object

 The period and unit of time for which the base amount is applicable for. This is available only on termed services rates.

uomString

The 'UOM' applicable for the rate

Available when the product type is of Usage Service Classification 

Referred Objects Response Data

 period object response data

Name

Type

Description

time_period_valueNumber

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

 state classification object response data
Name
Type
Description
nameStringThe 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

 Example 1

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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