- Created by George Rossides (Unlicensed), last modified on Sept 15, 2016
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 44 Next »
Available from CRM.COM R5.0.0
POST rewards_participants/show
This method returns information related with a rewards participants. A single rewards participant is returned by each call
Resource URL
Parameters
Name | Type | Description | |||||||||
token | String | The token retrieved from the login method | |||||||||
rewards_participant_identifier (mandatory) | Rewards Participant identifier | The identifier of the rewards participant that should be returned as a result. The allowed rewards participant identifier fields are the following:
| |||||||||
fields_set (optional) | List of Strings, comma separated | A list of fields that should be included in the results. If not specified then all the available fields will be returned |
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant |
number | String | The number of the retrieved rewards participant |
sign_up_on | Date | The date that the rewards participant signed up |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED Available from CRM.COM R12.0.0 |
udf_string_1 | String | User DefinedField of type String |
udf_string_2 | String | User DefinedField of type String |
udf_string_3 | String | User DefinedField of type String |
udf_string_4 | String | User DefinedField of type String |
udf_string_5 | String | User DefinedField of type String |
udf_string_6 | String | User DefinedField of type String |
udf_string_7 | String | User DefinedField of type String |
udf_string_8 | String | User DefinedField of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
Log Information object | The log informationrelatedwiththeretrieved job | |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the rewards participant |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant |
access_token | Access Token object | The access token associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward |
currency | Currencyobject | The reward participant's currency Available from CRM.COM R10.0.0 |
auto_spend_authorisation | Auto Spend Settings Object | The reward's participant's automaticspendsettings Available from CRM.COM R11.0.0 |
spend_blocking_state | Rewards Participant Spend Requests Blocking State object | The rewards participant's spend requests blocking state Available from CRM.COM R10.1.0 |
termination_information | Rewards Participant Termination Information object | The Rewards Participant's termination information. Applicable only for Rewards Participants in TERMINATED life cycle state. Available from CRM.COM R12.0.0 |
wallet | Wallet Object | The wallet related to the rewards participant Available from CRM.COM R12.1.0 |
participating_schemes_set | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint. |
access_tokens_set | Set of Access Token Objects | A list of all the access tokens that are related with the rewards participant Available from CRM.COM R8.0.0 |
Referred Objects Response Data
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved access token |
number | String | The number of the retrieved access token |
life_cycle_state | String | The state of the retrieved access token which can be one of the following: EFFECTIVE, NOT_EFFECTIVE |
authentication_code | String | The authentication code of the retrieved access token |
identifier | String | The identifier of the retrieved access token |
card_masked_number | String | The masked number of the card as provided
Available from CRM.COM R16.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Access Token Classification Object | The classification of the access token Available from CRM.COM R10.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved classification |
name | String | The name of the retrieved classification |
alternative_code | String | The alternative code of the retrieved classification |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether automatic spend authorisation is enabled or not for the rewards participant |
minimum_wallet_balance | Float | The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
minimum_spend_amount | Float | The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
maximum_spend_amount | Float | The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. Available from CRM.COM R13.0.0 |
updated_date | Date | The last updated date on which the allow automatic spend setting was updated. |
updated_by_user | Users Object | The User who last updated the allow automatic spend setting. |
authorised_rewards_participating_merchants_set | Set of Rewards Participating Merchants | It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised Available from CRM.COM R13.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participating merchant |
life_cycle_state | String | The life cycle state of the retrieved rewards participating merchant that can be EFFECTIVE or NOT_EFFECTIVE |
description | String | A description of the retrieved rewards participating merchant |
business_unit | Business Unit Object | The business unit that represents the rewards participating merchant Available from CRM.COM R18.0.0 |
unit | Unit Object | The unit that represents the rewards participating merchant Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
group | Group Object | The group that the rewards participating merchant's unit belongs to Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
log_information | Log Information Object | The log information of the retrieved rewards participating merchant |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved group |
name | String | The name of the retrieved group |
community_name | String | The name of the community that the retrieved group belongs to |
alternative_code | String | The alternative code of the retrieved group |
unified_code | String | The unified code of the retrieved group Available from CRM.COM R16.2.2 |
description | String | The description of the retrieved group |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether the rewards participant is blocked from submitting spend requests |
updated_date | Date | The date on which the rewards participant's blocking state was enabled/disabled |
updated_by_user | Users Object | The user who enabled/disabled the rewards participant's blocking state |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
termination_reason | String | Defines the rewards participant's termination reason. Available values are CUSTOMERREQUEST, FRAUD, DUPLICATION |
termination_date | Date | The date on which the rewards participant was terminated |
terminated_by_user | Users Object | The user who terminated the rewards participant |
replaced_by_rewards_participant | Rewards Participant Object | The Rewards Participant which replaced the terminated Rewards Participant. Applicable and mandatory only when the termination reason is set to DUPLICATION. |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant participating reward scheme |
sign_up_on | Date | The date that the rewards participant signed up for that specific reward scheme |
sign_off_on | Date | Available from CRM.COM R9.0.0 The date that the rewards participant signed off from that specific reward scheme |
reference_code | Sting | The unique reference code that was used while signing up to that specific reward scheme. This is available only if it is required by the specific reward scheme Available from CRM.COM R12.7.0 |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant to that specific reward scheme Deprecated from CRM.COM R18.0.0 |
sign_up_by_business_unit | Business Unit object | The business unit that signed up the rewards participant to that specific reward scheme Available from CRM.COM R18.0.0 |
scheme | Reward Scheme Object | The reward scheme that the rewards participant has joint |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward scheme |
name | String | The name of the retrieved reward scheme |
alternative_code | String | The alternative code of the retrieved reward scheme |
description | String | A description of the retrieved reward scheme |
life_cycle_state | String | The life cycle state of the reward scheme which can be EFFECTIVE or NOT_EFFECTIVE |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved wallet |
number | String | The number of the retrieved wallet |
life_cycle_state | String | The life cycle state of the retrieved wallet. Supported values are EFFECTIVE and CANCELLED |
balance | Number | The balance of the retrieved wallet in the wallet's currency |
alternative_balance | Number | The balance of the retrieved wallet in the wallet's alternative currency Available form CRM.COM R14.2.0 |
opening_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's currency. This information is calculated during the latest Wallet Balance per Period process |
opening_alternative_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's alternative currency. This information is calculated during the latest Wallet Balance per Period process Available form CRM.COM R14.2.0 |
currency | Currency Object | The retrieved wallet's currency |
alternative_currency | Currency Object | The retrieved wallet's alternative currency Available form CRM.COM R14.2.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"476A07F7C99133EA35D9AEA25475C8C1", "rewards_participant_identifier":{"number":"29"} }
Response:
{ "status": { "message": null, "description": null, "code": "OK" }, "data": { "sign_up_on": "2015-02-03T09:00:35", "udf_float_1": null, "udf_float_2": null, "udf_date_1": null, "udf_float_3": null, "udf_date_2": null, "number": "29", "udf_float_4": null, "udf_date_3": null, "sign_up_by_unit": { "community_name": "Main Community", "group_name": "Main Group", "name": "Marketing Unit", "id": "83922FE923563679768A94F58CAB5569", "description": "r1c1", "alternative_code": null }, "udf_date_4": null, "udf_string_1": null, "udf_string_2": null, "participating_schemes_set": [ { "sign_up_on": "2015-02-03T09:00:08", "scheme": { "life_cycle_state": "EFFECTIVE", "name": "Test1", "id": "C423FFDD9CE9AF60A67B7F29F539630F", "description": "test 1", "alternative_code": "t1" }, "sign_up_by_unit": { "group_name": null, "name": "Marketing Unit", "id": "83922FE923563679768A94F58CAB5569", "description": "r1c1", "alternative_code": null }, "id": "1E9B85861D57DCC6C7F6244FDEB20563" }, { "sign_up_on": "2015-02-03T09:00:05", "scheme": { "life_cycle_state": "EFFECTIVE", "name": "Marketing Scheme", "id": "07EBDDD9B4FC19C98AB5052B4FAEF51A", "description": "Marketing Scheme", "alternative_code": "MS" }, "sign_up_by_unit": { "group_name": null, "name": "Marketing Unit", "id": "83922FE923563679768A94F58CAB5569", "description": "r1c1", "alternative_code": null }, "id": "A7A7AE5993FBC466357688715F94833D" } ], "udf_string_3": null, "udf_string_4": null, "udf_string_5": null, "udf_string_6": null, "log_information": { "updated_date": "2015-02-03T09:00:44", "created_by_unit": { "community_name": "Main Community", "group_name": "Main Group", "name": "Admin Unit", "id": "48305F8849E3C18B227C5BE3A27BA6DF", "description": "r1", "alternative_code": "MG" }, "created_date": "2015-02-03T08:59:39", "updated_by_unit": { "community_name": "Main Community", "group_name": "Main Group", "name": "Admin Unit", "id": "48305F8849E3C18B227C5BE3A27BA6DF", "description": "r1", "alternative_code": "MG" }, "created_by_user": { "person_name": "MPAdministrator", "username": "MPAdministrator", "id": "1", "email": "mp@ministrator.com" }, "updated_by_user": { "person_name": "MPAdministrator", "username": "MPAdministrator", "id": "1", "email": "mp@ministrator.com" } }, "udf_string_7": null, "udf_string_8": null, "accounts_receivable": { "account_owner": { "last_name": "Papapavlou", "life_cycle_state": "FINANCIAL", "middle_name": "Andreas", "company_profile": null, "title": "Ms", "type": "PERSON", "first_name": "Lucia", "name": null, "id": "1D92B269658D80DEDF2499E25201739E", "company_name": null, "demographics": { "gender": "FEMALE", "passport_number": "113115", "social_security_number": "113116", "date_of_birth": { "month": 1, "day": 1, "year": 1990 }, "name_day": { "month": 5, "day": 5 }, "id_number": "113114" } }, "life_cycle_state": "ACTIVE", "number": "400", "name": "Lukia Papapavlou", "id": "F42134513AD119E00CA031A93A5CA4DD" }, "id": "00C07F53EEBE02A7224370B832BBEE96", "access_token": { "authentication_code": "apitestemptynew", "life_cycle_state": "EFFECTIVE", "identifier": "apitestempty1", "number": "40", "id": "E05B9FA2C2B1E993817FBB7B96B4A24B" } } }
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "rewards_participant_identifier": {"number":"RP0000000017"} }
Response:
{ "data": { "log_information": { "created_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "updated_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "created_date": "2016-03-28T11:43:10", "updated_date": "2016-03-28T13:21:23", "updated_by_user": { "person_name": "p_kestora", "id": "3BF7083426A7443CA7960041E5846F1E", "email": "p_kestora@crm.com", "username": "p_kestora" }, "created_by_user": { "person_name": "p_kestora", "id": "3BF7083426A7443CA7960041E5846F1E", "email": "p_kestora@crm.com", "username": "p_kestora" } }, "udf_date_2": "2016-02-28T15:49:59", "udf_date_1": "2016-01-28T15:49:59", "udf_date_4": "2016-04-28T15:49:59", "udf_date_3": "2016-03-28T15:49:59", "participating_schemes_set": [ { "scheme": { "alternative_code": "MS", "name": "Marketing Scheme", "description": null, "id": "6CAAD517743C4C179251282A5B2B58A6", "life_cycle_state": "EFFECTIVE" }, "sign_up_on": "2016-03-30T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "id": "C3A9B399D85B4551B455606EFF1A1F8C", "sign_off_on": null }, { "scheme": { "alternative_code": "MS", "name": "Marketing Scheme", "description": null, "id": "6CAAD517743C4C179251282A5B2B58A6", "life_cycle_state": "EFFECTIVE" }, "sign_up_on": "2016-03-30T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "id": "1033EB60C8874B87B07D83FF5C347CF1", "sign_off_on": "2016-03-28T12:56:34" }, { "scheme": { "alternative_code": "SSS", "name": "Sales Scheme", "description": "desc", "id": "3592610A4F01454E97AF71C9E47646FB", "life_cycle_state": "EFFECTIVE" }, "sign_up_on": "2016-03-28T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "id": "064D0BE76E484CBDA008996A803C85BD", "sign_off_on": null } ], "number": "RP0000000017", "udf_float_3": 30, "udf_float_4": 40, "sign_up_on": "2016-03-28T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "currency": { "suffix_symbol": null, "prefix_symbol": "€", "decimal_part_name": null, "code": "EUR", "integer_part_name": null, "id": "2" }, "id": "DD3941F2FE1A4342BBBDCB42E5F83D2D", "udf_float_1": 10, "udf_float_2": 20, "udf_string_2": "udf string 2", "udf_string_3": "udf string 3", "udf_string_4": "udf string 4", "udf_string_5": "udf string 5", "udf_string_1": "udf string 1", "accounts_receivable": { "number": "ACR0000000157", "name": "Janet Markinson", "id": "55075828AD7848608DCA2386C0608550", "life_cycle_state": "ACTIVE", "account_owner": { "company_profile": null, "company_name": null, "name": "Janet Markinson", "last_name": "Markinson", "id": "286DDA9BBFEC42E9916A3941C7D8DDB0", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Janet", "demographics": { "name_day": { "month": null, "day": null }, "id_number": null, "gender": null, "country_of_residence": { "alternative_code": "IRN", "three_character_code": null, "name": "IRAN (ISLAMIC REPUBLIC OF)", "id": "231", "two_character_code": null }, "date_of_birth": { "month": null, "year": null, "day": null }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": null, "id_issued_by_country": null, "passport_issued_by_country": null } } }, "udf_string_6": "udf string 6", "udf_string_7": "udf string 7", "access_tokens_set": [ { "authentication_code": "PolinaKTest4", "number": "AT0000000062", "identifier": "polina.kestora4@crm.com", "id": "01490FDC2F08479E80883A12E7B01FFF", "life_cycle_state": "EFFECTIVE", "classification": null }, { "authentication_code": "PolinaKTest8", "number": "AT0000000066", "identifier": "polina.kestora8@crm.com", "id": "FCD00F003CAD49C8BFD8A24673DCE7F2", "life_cycle_state": "EFFECTIVE", "classification": null } ], "udf_string_8": "udf string 8" }, "status": { "code": "OK", "description": "", "message": "" } }
GET rewards_participants/list
This method returns information related with rewards participants. Multiple rewards participants are returned by each call
Resource URL
Parameters
Name | Type | Description | |||||||||||||||||||||
token | String | The token retrieved from the login method | |||||||||||||||||||||
accounts_receivable_identifier (semi-optional) | Accounts Receivable identifier | The identifier of the accounts receivable related with the rewards participant that should be returned as a result. The allowed accounts receivable identifier fields are the following:
| |||||||||||||||||||||
contact_information_identifier (semi-optional) | Contact Information identifier | The identifier of the contact information related with the rewards participant that should be returned as a result. The allowed contact information identifier fields are the following:
| |||||||||||||||||||||
wallet_identifier (semi-optional) | Wallet identifier | The identifier of the wallet elated with the rewards participant that should be returned as a result. The allowed wallet identifier fields are the following:
Available from CRM.COM R10.0.0 | |||||||||||||||||||||
fields_set (optional) | List of Strings, comma separated | A list of fields that should be included in the results. If not specified then all the available fields will be returned |
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant |
number | String | The number of the retrieved rewards participant |
sign_up_on | Date | The date that the rewards participant signed up |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED Available from CRM.COM R12.0.0 |
udf_string_1 | String | User DefinedField of type String |
udf_string_2 | String | User DefinedField of type String |
udf_string_3 | String | User DefinedField of type String |
udf_string_4 | String | User DefinedField of type String |
udf_string_5 | String | User DefinedField of type String |
udf_string_6 | String | User DefinedField of type String |
udf_string_7 | String | User DefinedField of type String |
udf_string_8 | String | User DefinedField of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
Log Information object | The log informationrelatedwiththeretrieved job | |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the rewards participant |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant |
access_token | Access Token object | The access token associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward |
currency | Currencyobject | The reward participant's currency Available from CRM.COM R10.0.0 |
auto_spend_authorisation | Auto Spend Settings Object | The reward's participant's automaticspendsettings Available from CRM.COM R11.0.0 |
spend_blocking_state | Rewards Participant Spend Requests Blocking State object | The rewards participant's spend requests blocking state Available from CRM.COM R10.1.0 |
termination_information | Rewards Participant Termination Information object | The Rewards Participant's termination information. Applicable only for Rewards Participants in TERMINATED life cycle state. Available from CRM.COM R12.0.0 |
wallet | Wallet Object | The wallet related to the rewards participant Available from CRM.COM R12.1.0 |
participating_schemes_set | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint. |
access_tokens_set | Set of Access Token Objects | A list of all the access tokens that are related with the rewards participant Available from CRM.COM R8.0.0 |
Referred Objects Response Data
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved access token |
number | String | The number of the retrieved access token |
life_cycle_state | String | The state of the retrieved access token which can be one of the following: EFFECTIVE, NOT_EFFECTIVE |
authentication_code | String | The authentication code of the retrieved access token |
identifier | String | The identifier of the retrieved access token |
card_masked_number | String | The masked number of the card as provided
Available from CRM.COM R16.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Access Token Classification Object | The classification of the access token Available from CRM.COM R10.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved classification |
name | String | The name of the retrieved classification |
alternative_code | String | The alternative code of the retrieved classification |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether automatic spend authorisation is enabled or not for the rewards participant |
minimum_wallet_balance | Float | The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
minimum_spend_amount | Float | The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
maximum_spend_amount | Float | The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. Available from CRM.COM R13.0.0 |
updated_date | Date | The last updated date on which the allow automatic spend setting was updated. |
updated_by_user | Users Object | The User who last updated the allow automatic spend setting. |
authorised_rewards_participating_merchants_set | Set of Rewards Participating Merchants | It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised Available from CRM.COM R13.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participating merchant |
life_cycle_state | String | The life cycle state of the retrieved rewards participating merchant that can be EFFECTIVE or NOT_EFFECTIVE |
description | String | A description of the retrieved rewards participating merchant |
business_unit | Business Unit Object | The business unit that represents the rewards participating merchant Available from CRM.COM R18.0.0 |
unit | Unit Object | The unit that represents the rewards participating merchant Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
group | Group Object | The group that the rewards participating merchant's unit belongs to Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
log_information | Log Information Object | The log information of the retrieved rewards participating merchant |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved group |
name | String | The name of the retrieved group |
community_name | String | The name of the community that the retrieved group belongs to |
alternative_code | String | The alternative code of the retrieved group |
unified_code | String | The unified code of the retrieved group Available from CRM.COM R16.2.2 |
description | String | The description of the retrieved group |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether the rewards participant is blocked from submitting spend requests |
updated_date | Date | The date on which the rewards participant's blocking state was enabled/disabled |
updated_by_user | Users Object | The user who enabled/disabled the rewards participant's blocking state |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
termination_reason | String | Defines the rewards participant's termination reason. Available values are CUSTOMERREQUEST, FRAUD, DUPLICATION |
termination_date | Date | The date on which the rewards participant was terminated |
terminated_by_user | Users Object | The user who terminated the rewards participant |
replaced_by_rewards_participant | Rewards Participant Object | The Rewards Participant which replaced the terminated Rewards Participant. Applicable and mandatory only when the termination reason is set to DUPLICATION. |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant participating reward scheme |
sign_up_on | Date | The date that the rewards participant signed up for that specific reward scheme |
sign_off_on | Date | Available from CRM.COM R9.0.0 The date that the rewards participant signed off from that specific reward scheme |
reference_code | Sting | The unique reference code that was used while signing up to that specific reward scheme. This is available only if it is required by the specific reward scheme Available from CRM.COM R12.7.0 |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant to that specific reward scheme Deprecated from CRM.COM R18.0.0 |
sign_up_by_business_unit | Business Unit object | The business unit that signed up the rewards participant to that specific reward scheme Available from CRM.COM R18.0.0 |
scheme | Reward Scheme Object | The reward scheme that the rewards participant has joint |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward scheme |
name | String | The name of the retrieved reward scheme |
alternative_code | String | The alternative code of the retrieved reward scheme |
description | String | A description of the retrieved reward scheme |
life_cycle_state | String | The life cycle state of the reward scheme which can be EFFECTIVE or NOT_EFFECTIVE |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved wallet |
number | String | The number of the retrieved wallet |
life_cycle_state | String | The life cycle state of the retrieved wallet. Supported values are EFFECTIVE and CANCELLED |
balance | Number | The balance of the retrieved wallet in the wallet's currency |
alternative_balance | Number | The balance of the retrieved wallet in the wallet's alternative currency Available form CRM.COM R14.2.0 |
opening_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's currency. This information is calculated during the latest Wallet Balance per Period process |
opening_alternative_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's alternative currency. This information is calculated during the latest Wallet Balance per Period process Available form CRM.COM R14.2.0 |
currency | Currency Object | The retrieved wallet's currency |
alternative_currency | Currency Object | The retrieved wallet's alternative currency Available form CRM.COM R14.2.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Examples
HTTP Method: GET
Request:
Response:
{ "status": { "message": null, "description": null, "code": "OK" }, "data": [ { "number": "11", "id": "D6576EBBEDF74533E9C2C0CEE2FAD3BA", "participating_schemes_set": [ { "sign_up_on": "2014-11-12T18:27:27", "scheme": { "life_cycle_state": "EFFECTIVE", "name": "Test1", "id": "C423FFDD9CE9AF60A67B7F29F539630F", "description": "test 1", "alternative_code": "t1" }, "sign_up_by_unit": { "group_name": null, "name": "test2", "id": "89E2B186191FBE7ECD6D52F4E2CF159C", "description": null, "alternative_code": null }, "id": "9B6E22B799B8DA18FC08C8A77DB1C7FF" } ] }, { "number": "14", "id": "DC132E6318D12DE67087260F8F6C76D3", "participating_schemes_set": [ { "sign_up_on": "2014-11-05T15:49:59", "scheme": { "life_cycle_state": "EFFECTIVE", "name": "Test1", "id": "C423FFDD9CE9AF60A67B7F29F539630F", "description": "test 1", "alternative_code": "t1" }, "sign_up_by_unit": { "group_name": null, "name": "VK Unit", "id": "F164DB175FA6C345680426F7C17DF803", "description": null, "alternative_code": "VKU" }, "id": "935C5CA0F843CB3D7AB9438897489285" }, { "sign_up_on": "2014-12-05T15:49:59", "scheme": { "life_cycle_state": "EFFECTIVE", "name": "test 2", "id": "FDC8FD6BC50FD648952C5804820033A4", "description": null, "alternative_code": "t2" }, "sign_up_by_unit": { "group_name": null, "name": "VK Unit", "id": "F164DB175FA6C345680426F7C17DF803", "description": null, "alternative_code": "VKU" }, "id": "026AC9C981D52F5F4DF69CC77974334C" } ] }, { "number": "16", "id": "8D585084E77D8EA5AE3E5B13649A1139", "participating_schemes_set": [ { "sign_up_on": "2014-08-05T15:49:59", "scheme": { "life_cycle_state": "EFFECTIVE", "name": "test 2", "id": "FDC8FD6BC50FD648952C5804820033A4", "description": null, "alternative_code": "t2" }, "sign_up_by_unit": { "group_name": null, "name": "Marketing Unit", "id": "83922FE923563679768A94F58CAB5569", "description": "r1c1", "alternative_code": null }, "id": "0BF0E353817E3D8F36F07CBE79A62CBC" }, { "sign_up_on": "2014-05-05T15:49:59", "scheme": { "life_cycle_state": "EFFECTIVE", "name": "Test1", "id": "C423FFDD9CE9AF60A67B7F29F539630F", "description": "test 1", "alternative_code": "t1" }, "sign_up_by_unit": { "group_name": null, "name": "Sales Branch 2", "id": "C7304329F4787BC7845052332B180A0E", "description": null, "alternative_code": "SB2" }, "id": "A3FBB9718D3B3AFE1505F39A489ED4A4" } ] } ] }
HTTP Method: GET
Request:
Response:
{ "data": [ { "number": "RP0000000010", "currency": { "suffix_symbol": null, "prefix_symbol": "€", "decimal_part_name": null, "code": "EUR", "integer_part_name": null, "id": "2" }, "id": "942D9960056A497FB3BC65EDDF7D8D81" } ], "status": { "code": "OK", "description": "", "message": "" } }
POST rewards_participants/create
This method creates a rewards participant. Single rewards participants can be created by each call.
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
sign_up_on (mandatory) | Date | The date that the rewards participant signed up | ||||||||||||
sign_up_by_unit_identifier (mandatory) | Unit identifier | The unit that signed up the rewards participant. The allowed unit identifier fields are the following:
| ||||||||||||
enable_automatic_spend (optional) | Boolean | Defines whether the rewards participant requires automatic spend on purchase events or not Available from CRM.COM R11.0.0 | ||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date | ||||||||||||
(mandatory) | Accounts receivable object | The accounts receivable owned by the rewards participant that identifies the CRM.COM customer, and handles all financial transactions that might be posted as a result of award or spend reward transactions | ||||||||||||
(mandatory) | Access Token object | The access token that will be associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward | ||||||||||||
(optional) | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint | ||||||||||||
(mandatory on conditions) | Set of Access Token Objects | The access tokens that will be associated with the rewards participant. This information is mandatory if the active access token definition is set up to require at least one access token for each rewards participant
Available from CRM.COM R8.0.0 | ||||||||||||
fields_set (optional) | List of Strings, comma separated | Available from CRM.COM R10.0.0 |
Referred Parameters Objects Data
Name | Type | Description | ||||||||||||
action (mandatory) | String | Defines if a new or existing accounts receivable should be used. The supported values are the following: NEW, EXISTING | ||||||||||||
accounts_receivable_identifier (mandatory on conditions) | Accounts receivable identifier | An existing accounts receivable that should be used. This is applicable and mandatory if the action is set to EXISTING. The allowed accounts receivable identifier fields are the following:
| ||||||||||||
name (mandatory on conditions) | String | The name of the accounts receivable. This is applicable and mandatory if the action is set to NEW | ||||||||||||
description (optional) | String | The description of the retrieved accounts receivable. This is applicable if the action is set to NEW | ||||||||||||
notes (optional) | String | The notes of the retrieved accounts receivable. This is applicable if the action is set to NEW | ||||||||||||
vat_number (optional) | String | The VAT number of the retrieved accounts receivable. This is applicable if the action is set to NEW | ||||||||||||
credit_limit (optional) | Number | Is the maximum amount of credit that can be provided to the specific accounts receivable, or in other words the maximum balance that the accounts receivable can ever reach. This is applicable if the action is set to NEW Deprecated from CRM.COM R11.0.0 | ||||||||||||
credit_period_operator (optional) | String | The credit period operator. The supported values are the following: PLUS,MINUS This is applicable if the action is set to NEW | ||||||||||||
credit_period (optional) | Number | Credit period is the length of time for which a customer is allowed to settle any given debit. This is applicable if the action is set to NEW | ||||||||||||
classification_identifier (mandatory on conditions) | Accounts receivable classification identifier | The accounts receivable classification identifier. This is applicable and mandatory if the action is set to NEW. The allowed classification identifier fields are the following:
This is applicable if the action is set to NEW | ||||||||||||
credit_rating_code (mandatory on conditions) | String | The code of the credit rating. This is applicable and mandatory if the action is set to NEW. The supported codes are the following: AAA, AA, A, BAA, BA, B, CAA, CA, C This is applicable if the action is set to NEW | ||||||||||||
owned_by_group_identifier (optional) | Group identifier | The group owning the accounts receivable. This is applicable if the action is set to NEW. The allowed group identifier fields are the following:
Deprecated from CRM.COM R18.0.0 | ||||||||||||
owned_by_business_unit_identifier (optional) | Business Unit identifier | The business unit owning the accounts receivable. This is applicable if the action is set to NEW. The allowed business unit identifier fields are the following:
Available from CRM.COM R18.0.0 | ||||||||||||
privacy_level_identifier (optional) | Privacy level identifier | The privacy level of the accounts receivable. This is applicable if the action is set to NEW. The allowed privacy level identifier fields are the following:
Deprecated from CRM.COM R18.0.0 | ||||||||||||
currency_identifier (optional) | Currency identifier | The identifier of the currency to be used. This is optional information but it is only applicable when creating a new accunts receivable. The allowed currency identifier fields are the following:
Available from CRM.COM R10.0.0 | ||||||||||||
account_manager (optional) | User Identifier | The identifier of the user that should be set as the Account Manager. The allowed user identifier fields are the following
Assigning an Account Manager is only applicable for Accounts Receivables that are owned by a COMPANY Available from CRM.COM R14.0.0 | ||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | ||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | ||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | ||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | ||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | ||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | ||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | ||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String. This is applicable if the action is set to NEW | ||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float. This is applicable if the action is set to NEW | ||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float. This is applicable if the action is set to NEW | ||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float. This is applicable if the action is set to NEW | ||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float. This is applicable if the action is set to NEW | ||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date. This is applicable if the action is set to NEW | ||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date. This is applicable if the action is set to NEW | ||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date. This is applicable if the action is set to NEW | ||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date. This is applicable if the action is set to NEW | ||||||||||||
custom_field_set (optional) | Set of Custom Fields | The custom fields that are associated with the accounts receivable If no records are specified in the set then nothing will be updated. To add or update a value on a custom field use the custom field name as configured in CRM.COM along with the respective value. To remove a value from a custom field use the custom field name as configured in CRM.COM along with an empty value "custom_field_set": [ {"field_name" : "value"}, {"field_name" : "value"} ] Available from CRM.COM R16.2.0 | ||||||||||||
(mandatory on conditions) | Contact information object | The contact information of the accounts receivable owner. This is applicable and mandatory if the action is set to NEW | ||||||||||||
(mandatory on conditions) | Billing address object | The accounts receivable billing address. This is applicable and mandatory if the action is set to NEW From CRM.COM R14.3.0, billing_address is mandatory based on the accounts receivable definitions' billing address rules | ||||||||||||
(optional) | Wallet Top Up Rules Object | The accounts receivable wallet top up rules. Applicable only if the account owner owns a wallet and has opt in to recurring payments through payment preferences Available from CRM.COM R14.2.0 | ||||||||||||
(optional) | Set of Presentment Preferences Object | The presentment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW | ||||||||||||
(optional) | Set of Payment Preferences Object | The payment preferences of the retrieved accounts receivable. This is applicable if the action is set to NEW | ||||||||||||
(mandatory on conditions) | Set of Access Token Objects | The access tokens that will be associated with the accounts receivable. This information is mandatory if the active access token definition is set up to require at least one access token for each accounts receivable Available from CRM.COM R8.0.0 |
Referred Parameter Objects Data
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:
| |||||||||||||||||||||
type (mandatory on conditions) | String | The type of the contact information which can be PERSON or COMPANY. Applicable and mandatory if the action is set to NEW | |||||||||||||||||||||
title (optional) | String | The title of the contact information. Applicable only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
first_name (mandatory on conditions) | String | The first name of the contact information. Applicable and mandatory only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
middle_name (optional) | String | The middle name of the contact information. Applicable only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
last_name (mandatory on conditions) | String | The last name of the contact information. Applicable and mandatory only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
company_name (mandatory on conditions) | Sting | The company name of the contact information. Applicable and mandatory only if the type is COMPANY and the action is set to NEW | |||||||||||||||||||||
category_identifier (optional) | Identifier | The identifier of the contact category that will be associate with the contact information. The allowed contact category identifier fields are the following:
Applicable only if the action is set to NEW | |||||||||||||||||||||
owned_by_group_identifier (optional) | Group identifier | The group owning the contact information. The allowed group identifier fields are the following:
Applicable only if the action is set to NEW Deprecated from CRM.COM R18.0.0 | |||||||||||||||||||||
owned_by_business_unit_identifier (optional) | Business Unit identifier | The business unit owning the contact information. The allowed business unit identifier fields are the following:
Applicable only if the action is set to NEW Available from CRM.COM R18.0.0 | |||||||||||||||||||||
privacy_level_identifier (optional) | Privacy level identifier | The privacy level of the contact information. The allowed privacy level identifier fields are the following:
Applicable only if the action is set to NEW Deprecated from CRM.COM R18.0.0 | |||||||||||||||||||||
send_direct_marketing_material (optional) | Boolean | The Contact Information's authorization setting for Direct Marketing Available from CRM.COM R9.0.0 | |||||||||||||||||||||
send_affiliate_marketing_material (optional) | Boolean | The Contact Information's authorization setting for Affiliate Marketing Available from CRM.COM R9.0.0 | |||||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_9 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_10 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_11 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_12 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_13 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_14 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_15 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_string_16 (optional) | String | User Defined Field of type String. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_5 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_6 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_7 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_float_8 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_5 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_6 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_7 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
udf_date_8 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to NEW | |||||||||||||||||||||
custom_field_set (optional) | Set of Custom Fields | The custom fields that are associated with the contact information If no records are specified in the set then nothing will be updated. To add or update a value on a custom field use the custom field name as configured in CRM.COM along with the respective value. To remove a value from a custom field use the custom field name as configured in CRM.COM along with an empty value "custom_field_set": [ {"field_name" : "value"}, {"field_name" : "value"} ] Available from CRM.COM R16.2.0 | |||||||||||||||||||||
(optional) | Demographics object | The demographics of the contact information. Applicable only if the type is PERSON and the action is set to NEW | |||||||||||||||||||||
(optional) | Company profile object | The company profile of the contact information. Applicable only if the type is COMPANY and the action is set to NEW | |||||||||||||||||||||
(optional) | Address object | The addresses of the contact information. Applicable only if the action is set to NEW | |||||||||||||||||||||
(optional) | Phone object | The phone of the contact information. Applicable only if the action is set to NEW | |||||||||||||||||||||
(optional) | Email object | The email of the contact information. Applicable only if the action is set to NEW |
Referred Parameter Objects Data
Name | Type | Description | ||||||||||||||||||
gender (optional) | String | The gender of the contact information which can be MALE or FEMALE | ||||||||||||||||||
id_number (optional) | String | The ID number of the contact information | ||||||||||||||||||
id_number_expiration_date (optional) | Date | The expiration date of the ID number Available from CRM.COM R14.0.0 | ||||||||||||||||||
passport_number (optional) | String | The passport number of the contact information | ||||||||||||||||||
passport_number_expiration_date (optional)
| Date | The expiration date of the passport Available from CRM.COM R14.0.0 | ||||||||||||||||||
social_security_number (optional) | String | The social security number of the contact information | ||||||||||||||||||
country_of_residence_identifier (optional) | Country identifier | The country of residence of the contact information. The allowed country identifier fields are the following:
| ||||||||||||||||||
id_issued_by_country_identifier (optional) | Country identifier | The ID issued country of the contact information. The allowed country identifier fields are the following:
| ||||||||||||||||||
passport_issued_by_country_identifier (optional) | Country identifier | The passport issued country of the contact information. The allowed country identifier fields are the following:
| ||||||||||||||||||
industry_identifier (optional) | Industry identifier | The industry of the contact information. The allowed industry identifier fields are the following:
| ||||||||||||||||||
industry_sector_identifier (optional) | Industry Sector identifier | The sector of the contact information. The allowed industry sector identifier fields are the following:
| ||||||||||||||||||
(optional) | Date of Birth Object | The date of birth of the contact information | ||||||||||||||||||
(optional) | Name Day Object | The name day of the contact information |
Referred Parameter Objects Data
Name | Type | Description |
---|---|---|
day (optional) | Integer | The day of the retrieved date of birth |
month (optional) | Integer | The month of the retrieved date of birth |
year (optional) | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day (optional) | Integer | The day of the retrieved name day |
month (optional) | Integer | The month of the retrieved name day |
Name | Type | Description | ||||||||||||||||||
profile_year (optional) | Number | The profile year of the contact information | ||||||||||||||||||
annual_turnover (optional) | Number | The annual turnover of the contact information | ||||||||||||||||||
established_date (optional) | Date | The established date of the contact information | ||||||||||||||||||
number_of_employees (optional) | Number | The number of employees of the contact information | ||||||||||||||||||
registration_number (optional) | String | The registration number of the contact information | ||||||||||||||||||
vat_registration_number (optional) | String | The vat registration number of the contact information | ||||||||||||||||||
vat_registered_by (optional) | String | The vat registration by of the contact information | ||||||||||||||||||
vat_registration_date (optional) | Date | The vat registration date of the contact information | ||||||||||||||||||
tax_reference_number (optional) | String | The tax reference number of the contact information | ||||||||||||||||||
registered_in_country_identifier | Country Identifier | The country of registration of the contact information. The allowed country identifier fields are the following:
| ||||||||||||||||||
industry_identifier (optional) | Industry identifier | The industry of the contact information. The allowed industry identifier fields are the following:
| ||||||||||||||||||
industry_sector_identifier (optional) | Industry Sector identifier | The sector of the contact information. The allowed industry sector identifier fields are the following:
|
From R14.2.0, the following object is applicable for CRM.COM Address Format
Name | Type | Description | ||||||||||||||||||
type (mandatory) | String | The type of the address which can be added HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
is_primary (mandatory on conditions) | Boolean | Weather the address is the primary one Applicable from CRM.COM R16.1.0 onwards | ||||||||||||||||||
postal_code (optional) | String | The postal code of the address | ||||||||||||||||||
street_name (mandatory on conditions) | String | The street name of the address | ||||||||||||||||||
street_number (optional) | String | The street number of the address | ||||||||||||||||||
floor (optional) | Integer | The floor of the address | ||||||||||||||||||
apartment_number (optional) | String | The apartment number of the address | ||||||||||||||||||
area (optional) | String | The area of the address | ||||||||||||||||||
town_city (optional) | String | The town/city of the address | ||||||||||||||||||
district (optional) | String | The district of the address | ||||||||||||||||||
municipality (optional)
| String | The municipality of the address | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the address. The allowed country identifier fields are the following:
| ||||||||||||||||||
po_box (optional) | String | The PO box of the address | ||||||||||||||||||
po_box_postal_code (optional) | String | The PO box postal code of the address | ||||||||||||||||||
care_of (optional) | String | The care of person of the address | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_9 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_10 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_11 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_12 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_13 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_14 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_15 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_16 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description | ||||||||||||||||||
type (mandatory) | String | The type of the address which can be added HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
postal_code (optional) | String | The postal code of the address | ||||||||||||||||||
town_city (optional) | String | The town/city of the address | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the address. The allowed country identifier fields are the following:
| ||||||||||||||||||
address_line_1 (mandatory) | String | The address line 1 | ||||||||||||||||||
address_line_2 (optional) | String | The address line 2 | ||||||||||||||||||
state_province_county (optional) | String | The state or province or county of the address. | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_9 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_10 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_11 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_12 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_13 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_14 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_15 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_16 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
type (mandatory) | String | The type of the phone which can be LANDLINE, MOBILE, FAX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
is_primary (mandatory on conditions) | Boolean | Weather the phone is the primary one Applicable from CRM.COM R16.1.0 onwards | ||||||||||||||||||
number (mandatory) | String | The number of the phone | ||||||||||||||||||
area_code (optional) | String | The area code of the phone | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the phone. The allowed country identifier fields are the following:
| ||||||||||||||||||
notes (optional) | String | The notes of the phone | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description |
---|---|---|
type (mandatory) | String | The type of the retrieved email which can be PERSONAL, BUSINESS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 |
is_primary (mandatory on conditions) | Boolean | Weather the email is the primary one Applicable from CRM.COM R16.1.0 onwards |
email_address (mandatory) | String | The address of the retrieved email |
notes (optional) | String | The notes of the retrieved email |
udf_string_1 (optional) | String | User Defined Field of type String |
udf_string_2 (optional) | String | User Defined Field of type String |
udf_string_3 (optional) | String | User Defined Field of type String |
udf_string_4 (optional) | String | User Defined Field of type String |
udf_string_5 (optional) | String | User Defined Field of type String |
udf_string_6 (optional) | String | User Defined Field of type String |
udf_string_7 (optional) | String | User Defined Field of type String |
udf_string_8 (optional) | String | User Defined Field of type String |
udf_float_1 (optional) | Float | User Defined Field of type Float |
udf_float_2 (optional) | Float | User Defined Field of type Float |
udf_float_3 (optional) | Float | User Defined Field of type Float |
udf_float_4 (optional) | Float | User Defined Field of type Float |
udf_date_1 (optional) | Date | User Defined Field of type Date |
udf_date_2 (optional) | Date | User Defined Field of type Date |
udf_date_3 (optional) | Date | User Defined Field of type Date |
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description |
---|---|---|
action (mandatory) | String | Defines if a new or existing address will be used. In the case of an existing address then it also defines if the existing address should be updated or not. The supported values are the following: NEW, EXISTING, EXISTINGUPDATED |
type (mandatory on conditions) | String | The contact information address that should be set as the billing address address. This is applicable and mandatory only if the action is set to EXISTING or EXISTINGUPDATED. The supported options are the following: HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 |
(mandatory on conditions) | Address object | The address to be created (if action is set to NEW) or updated (if action is set to EXISTINGUPDATED). This is applicable and mandatory only if the action is set to NEW or EXISTINGUPDATED. |
Referred Objects Response Data
From R14.2.0, the following object is applicable for CRM.COM Address Format
Name | Type | Description | ||||||||||||||||||
type (mandatory) | String | The type of the address which can be added HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
is_primary (mandatory on conditions) | Boolean | Weather the address is the primary one Applicable from CRM.COM R16.1.0 onwards | ||||||||||||||||||
postal_code (optional) | String | The postal code of the address | ||||||||||||||||||
street_name (mandatory on conditions) | String | The street name of the address | ||||||||||||||||||
street_number (optional) | String | The street number of the address | ||||||||||||||||||
floor (optional) | Integer | The floor of the address | ||||||||||||||||||
apartment_number (optional) | String | The apartment number of the address | ||||||||||||||||||
area (optional) | String | The area of the address | ||||||||||||||||||
town_city (optional) | String | The town/city of the address | ||||||||||||||||||
district (optional) | String | The district of the address | ||||||||||||||||||
municipality (optional)
| String | The municipality of the address | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the address. The allowed country identifier fields are the following:
| ||||||||||||||||||
po_box (optional) | String | The PO box of the address | ||||||||||||||||||
po_box_postal_code (optional) | String | The PO box postal code of the address | ||||||||||||||||||
care_of (optional) | String | The care of person of the address | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_9 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_10 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_11 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_12 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_13 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_14 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_15 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_16 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description | ||||||||||||||||||
type (mandatory) | String | The type of the address which can be added HOME, BUSINESS, POBOX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
postal_code (optional) | String | The postal code of the address | ||||||||||||||||||
town_city (optional) | String | The town/city of the address | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the address. The allowed country identifier fields are the following:
| ||||||||||||||||||
address_line_1 (mandatory) | String | The address line 1 | ||||||||||||||||||
address_line_2 (optional) | String | The address line 2 | ||||||||||||||||||
state_province_county (optional) | String | The state or province or county of the address. | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_9 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_10 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_11 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_12 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_13 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_14 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_15 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_16 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description |
---|---|---|
wallet_balance_threshold (mandatory) | Number | The wallet balance threshold that will trigger the automatic wallet top-up |
top_up_amount (mandatory) | Number | The amount that will top up the wallet balance |
frequency (mandatory) | Number | The minimum period (in days) between wallet top ups |
(optional) | Set of Allotment Product Conditions | A set of products that will be allowed to consume the specified top up amount If no records are specified in the set then nothing will be updated. To remove a record use action "remove". To add a record use action "add". Different actions can be used within the same set. For example: "set": [ { "action": "remove", ........... }, { "action": "add", ........... } ] |
Referred Objects Response Data
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
product_identifier | Product identifier | The product related with the wallet transaction allotment. The allowed product identifier fields are the following:
|
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
presentment_preference_identifier (mandatory) | Identifier | The identifier of the presentment preference to be added on account presentment preference object. The allowed presentment preference identifier fields are the following:
| ||||||||||||
state (optional) | String | Indicates if the retrieved presentment preference is active or not. The supported values are ACTIVE or INACTIVE. If not specified then it is considered as active | ||||||||||||
(mandatory on conditions) | Presentment Preference Email Object | The email that should be related with the presentment preference. The email is mandatory and applicable only if the specified presentment preference is of type Email Deprecated from CRM.COM R17.0.0 | ||||||||||||
(mandatory on conditions) | Presentment Preference Phone Object | The phone that should be related with the presentment preference. The phone is mandatory and applicable only if the specified presentment preference is of type SMS Deprecated from CRM.COM R17.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
action (mandatory) | String | Defines if a new or existing email will be used. In the case of an existing email then it also defines if the existing email should be updated or not. The supported values are the following: NEW, EXISTING, EXISTINGUPDATED |
type (mandatory on conditions) | String | The contact information email that should be used. This is applicable and mandatory only if the action is set to EXISTING or EXISTINGUPDATED. The supported options are the following: PERSONAL, BUSINESS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 |
(mandatory on conditions) | Email object | The email to be created (if action is set to NEW) or updated (if action is set to EXISTINGUPDATED). This is applicable and mandatory only if the action is set to NEW or EXISTINGUPDATED. |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
type (mandatory) | String | The type of the retrieved email which can be PERSONAL, BUSINESS, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 |
is_primary (mandatory on conditions) | Boolean | Weather the email is the primary one Applicable from CRM.COM R16.1.0 onwards |
email_address (mandatory) | String | The address of the retrieved email |
notes (optional) | String | The notes of the retrieved email |
udf_string_1 (optional) | String | User Defined Field of type String |
udf_string_2 (optional) | String | User Defined Field of type String |
udf_string_3 (optional) | String | User Defined Field of type String |
udf_string_4 (optional) | String | User Defined Field of type String |
udf_string_5 (optional) | String | User Defined Field of type String |
udf_string_6 (optional) | String | User Defined Field of type String |
udf_string_7 (optional) | String | User Defined Field of type String |
udf_string_8 (optional) | String | User Defined Field of type String |
udf_float_1 (optional) | Float | User Defined Field of type Float |
udf_float_2 (optional) | Float | User Defined Field of type Float |
udf_float_3 (optional) | Float | User Defined Field of type Float |
udf_float_4 (optional) | Float | User Defined Field of type Float |
udf_date_1 (optional) | Date | User Defined Field of type Date |
udf_date_2 (optional) | Date | User Defined Field of type Date |
udf_date_3 (optional) | Date | User Defined Field of type Date |
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description |
---|---|---|
action (mandatory) | String | Defines if a new or existing phone will be used. In the case of an existing phone then it also defines if the existing phone should be updated or not. The supported values are the following: NEW, EXISTING, EXISTINGUPDATED |
type (mandatory on conditions) | String | The contact information phone that should be used. This is applicable and mandatory only if the action is set to EXISTING or EXISTINGUPDATED. The supported options are the following: LANDLINE, MOBILE, FAX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 |
(mandatory on conditions) | Email object | The email to be created (if action is set to NEW) or updated (if action is set to EXISTINGUPDATED). This is applicable and mandatory only if the action is set to NEW or EXISTINGUPDATED. |
Referred Objects Response Data
Name | Type | Description | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
type (mandatory) | String | The type of the phone which can be LANDLINE, MOBILE, FAX, CUSTOM1, CUSTOM2, CUSTOM3, CUSTOM4, CUSTOM5 | ||||||||||||||||||
is_primary (mandatory on conditions) | Boolean | Weather the phone is the primary one Applicable from CRM.COM R16.1.0 onwards | ||||||||||||||||||
number (mandatory) | String | The number of the phone | ||||||||||||||||||
area_code (optional) | String | The area code of the phone | ||||||||||||||||||
country_identifier (optional) | Country identifier | The country of the phone. The allowed country identifier fields are the following:
| ||||||||||||||||||
notes (optional) | String | The notes of the phone | ||||||||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String | ||||||||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float | ||||||||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date | ||||||||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date |
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
account_holder (optional) | String | The account holder of the retrieved payment preference | ||||||||||||
bank_account_number (optional) | String | The bank account number of the retrieved payment preference | ||||||||||||
payment_preference_identifier (mandatory) | Identifier | The identifier of the payment preference to be added on account payment preference object. The allowed payment preference identifier fields are the following:
| ||||||||||||
bank_account_type_identifier (optional) | Identifier | The identifier of the bank account type to be added on account payment preference object. The allowed bank account type identifier fields are the following:
| ||||||||||||
bank_identifier (optional) | Identifier | The identifier of the bank to be added on account payment preference object. The allowed bank identifier fields are the following:
| ||||||||||||
bank_branch_identifier (optional) | Identifier | The identifier of the bank branch to be added on account payment preference object. The allowed bank branch identifier fields are the following:
| ||||||||||||
notes (optional) | String | The notes to be added on account payment preference object. Available from CRM.COM R10.1.0 | ||||||||||||
payment_medium_identifier (optional) | String | The payment medium identifier to be added on account payment preference object. Available from CRM.COM R11.0.0 | ||||||||||||
state (optional) | Boolean | Indicates if the retrieved payment preference is active or not. The supported values are ACTIVE or INACTIVE. If not specified then it is considered as active Available from CRM.COM R15.0.0 | ||||||||||||
payment_medium_type_identifier (optional) | Payment Medium Type Identifier | The payment medium type to be added on account payment preference object. The allowed payment medium type identifier fields are the following:
Available from CRM.COM R11.0.0 | ||||||||||||
payment_medium_brand_identifier (optional) | Payment Medium Brand Identifier | The payment medium brand to be added on account payment preference object. The allowed payment medium brand identifier fields are the following:
Available from CRM.COM R11.0.0 | ||||||||||||
use_for_recurring_payments (optional) | Boolean | Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable. Applicable only if the Payment Preference is related to a Payment Gateway Depracated from CRM.COM R16.0.0 (and replaced by opt_in_for_subscriptions). The parameter will still function but it will not be maintained | ||||||||||||
opt_in_for_subscriptions (optional) | Boolean | Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to its subscriptions. Applicable only if the Payment Preference is related to a Payment Gateway or a Wallet Available from CRM.COM R16.0.0 Wallet as a payment preference is available from CRM.COM R17.0.0 | ||||||||||||
opt_in_for_purchases (optional) | Boolean | Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to purchases. Applicable only if the Payment Preference is related to a Payment Gateway or a Wallet Available from CRM.COM R16.0.0 Wallet as a payment preference is available from CRM.COM R17.0.0 | ||||||||||||
iban (optional) | String | The international bank account number Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration Available from CRM.COM R13.1.0 | ||||||||||||
business_identifier_code (optional) | String | The business identifier code that identifies the bank (supports 8 or 11 alphanumeric characters) Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration Available from CRM.COM R13.1.0 | ||||||||||||
unique_mandate_reference (optional) | Number | The unique reference, which identifies a mandate that was signed by a Debtor for any given Creditor (supports up to 35 alphanumeric characters) Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration Available from CRM.COM R13.1.0 | ||||||||||||
mandate_signing_date (optional) | Date | The date that the mandate was signed Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration Available from CRM.COM R13.1.0 | ||||||||||||
mandate_termination_date (optional) | Date | The date that the mandate will be terminated. No payments should be send after that date (inclusive) Applicable only for payment preferences of type DIRECT_DEBIT, GENERIC_PAYMENT_GATEWAY, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5, as specified through the configuration Available from CRM.COM R13.1.0 | ||||||||||||
gateway_payment_method_token (optional) | String | The token of the payment gateway payment method that will be registered (defines payment methods other than cards) Available from CRM.COM R14.2.0 | ||||||||||||
(mandatory on conditions) | Set of Payment Gateway Cards Objects | The cards that are related with the Accounts Receivable Payment Preference, in case the payment preference is related with a payment gateway such as Stripe. This information is applicable only if the payment preference is related with a payment gateway. In that case it is mandatory to specify at least one card, which also needs to be set as the default card
If no records are specified in the set then nothing will be updated. To update a record use "action" : "update". To remove a record use "action" : "remove". To add a record use "action" : "add". Different actions can be used within the same set. For example: "set": [ { "action": "update", ........... }, { "action": "remove", ........... }, { "action": "add", ........... } ]
|
Referred Objects Response Data
Name | Type | Description |
number (semi-optional) | String | The card's number, which should be a 16 digits number For releases prior CRM.COM R14.2.0, this parameter is mandatory |
last_digits (semi-optional) | Number | The card last 4 digits Available from CRM.COM R14.2.0 |
expiration_month (mandatory) | Number | The card's expiration month, which can be from 1 to 12 |
expiration_year (mandatory) | Number | The card's expiration year which should be a 4 digits number |
card_security_code (optional) | Number | The security code of the card, which should be a 3 digits number From CRM.COM R14.2.0, this parameter is optional |
card_holder_name (mandatory) | String | The card holders name, as provided during the registration of the card |
brand (mandatory on conditions) | String | The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateway are the following:
This attribute is mandatory for Payeezy Payment Gateway Available from CRM.COM R14.3.0 |
same_as_billing_address (optional) | Boolean | Sets the card's billing address same as the account's receivable billing address Available from CRM.COM R14.3.0 |
address_line_1 (optional) | String | Information related with the card's billing address |
address_line_2 (optional) | String | Information related with the card's billing address |
address_city (optional) | String | Information related with the card's billing address |
address_zip (optional) | String | Information related with the card's billing address |
address_state (optional) | String | Information related with the card's billing address |
address_country (optional) | String | Information related with the card's billing address |
card_token (optional) | String | The token of the card that will be registered Available from CRM.COM R14.2.0 |
consumer_token (optional) | String | The consumer token of the card that will be registered Available from CRM.COM R14.26.0 |
default (mandatory) | Boolean | It defines the default payment gateway card that should be used while automatically creating payments against that specific accounts receivable. The default card is also set on payments done using the specific payment preference, although the user can modify this information, by selecting an additional card. |
Name | Type | Description | ||||||||||||
action (mandatory) | String | Defines if a new or existing access token should be used. The supported values are the following: ADD_NEW, ADD_EXISTING The NEW option can be used only if access tokens are allowed to be created on creating reward participants, as specified in access token definitions | ||||||||||||
access_token_identifier (mandatory on conditions) | Access Token identifier | An existing access token that should be used. This is applicable and mandatory if the action is set to EXISTING. Only effective access tokens can be used. The allowed access token identifier fields are the following:
| ||||||||||||
authentication_code (mandatory on conditions) | String | The authentication code of the access token that will be created. This information is not mandatory if set to be generated automatically, in the definition or the classification. Applicable only if the action is set to ADD_NEW | ||||||||||||
identifier (mandatory on conditions) | String | The identifier of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code. Applicable only if the action is set to ADD_NEW | ||||||||||||
pass_code (mandatory on conditions) | String | The pass code of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code, although it is always mandatory if an identifier was specified. Applicable only if the action is set to ADD_NEW | ||||||||||||
classification_identifier (optional) | Access Token Classification Identifier | The identifier of the access token classification that will be related with the access token. The allowed access token classification identifier fields are the following:
Available from CRM.COM R10.0.0 | ||||||||||||
card_masked_number (optional) | String | The masked number of the credit card that will be related to the access token
Available from CRM.COM R16.2.0 | ||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 |
Name | Type | Description | ||||||||||||
action (mandatory) | String | Defines if a new or existing access token should be used. The supported values are the following: ADD_NEW, ADD_EXISTING The NEW option can be used only if access tokens are allowed to be created on creating reward participants, as specified in access token definitions | ||||||||||||
access_token_identifier (mandatory on conditions) | Access Token identifier | An existing access token that should be used. This is applicable and mandatory if the action is set to EXISTING. Only effective access tokens can be used. The allowed access token identifier fields are the following:
| ||||||||||||
authentication_code (mandatory on conditions) | String | The authentication code of the access token that will be created. This information is not mandatory if set to be generated automatically, in the definition or the classification. Applicable only if the action is set to ADD_NEW | ||||||||||||
identifier (mandatory on conditions) | String | The identifier of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code. Applicable only if the action is set to ADD_NEW | ||||||||||||
pass_code (mandatory on conditions) | String | The pass code of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code, although it is always mandatory if an identifier was specified. Applicable only if the action is set to ADD_NEW | ||||||||||||
classification_identifier (optional) | Access Token Classification Identifier | The identifier of the access token classification that will be related with the access token. The allowed access token classification identifier fields are the following:
Available from CRM.COM R10.0.0 | ||||||||||||
card_masked_number (optional) | String | The masked number of the credit card that will be related to the access token
Available from CRM.COM R16.2.0 | ||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 |
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
sign_up_on (mandatory) | Date | The date that the rewards participant signed up for that specific reward scheme | ||||||||||||
email_address (semi-optional) | String | The email address that is associated with the unique reference code and was used while signing up to a reward scheme based on supported domains This available and mandatory only it is required by the specific reward scheme (that is domain specific) and the reference code generation method is set to "AUTO_GENERATED" Available from CRM.COM R15.2.0 | ||||||||||||
reference_code (semi-optional) | String | The unique reference code that was used while signing up to that specific reward scheme This is available and mandatory only if it is required by the specific reward scheme (that is domain specific) or if an email is defined instead of a reward scheme Available from CRM.COM R12.7.0 | ||||||||||||
sign_up_by_business_unit_identifier (mandatory) | Business Unit identifier | The business unit that signed up the rewards participant to that specific reward scheme. The allowed business unit identifier fields are the following:
Available from CRM.COM R18.0.0 | ||||||||||||
sign_up_by_unit_identifier (mandatory) | Unit identifier | The unit that signed up the rewards participant to that specific reward scheme. The allowed unit identifier fields are the following:
Deprecated from CRM.COM R18.0.0 | ||||||||||||
reward_scheme_identifier (semi-optional) | Reward Scheme Identifier | The reward scheme that the rewards participant has joint. The allowed reward scheme identifier fields are the following:
For releases prior CRM.COM R15.2.0 this parameter is mandatory From CRM.COM R15.2.0 and onwards this parameter will be semi-optional and It should be specified if the email address is not specified |
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant |
number | String | The number of the retrieved rewards participant |
sign_up_on | Date | The date that the rewards participant signed up |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED Available from CRM.COM R12.0.0 |
udf_string_1 | String | User DefinedField of type String |
udf_string_2 | String | User DefinedField of type String |
udf_string_3 | String | User DefinedField of type String |
udf_string_4 | String | User DefinedField of type String |
udf_string_5 | String | User DefinedField of type String |
udf_string_6 | String | User DefinedField of type String |
udf_string_7 | String | User DefinedField of type String |
udf_string_8 | String | User DefinedField of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
Log Information object | The log informationrelatedwiththeretrieved job | |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the rewards participant |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant |
access_token | Access Token object | The access token associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward |
currency | Currencyobject | The reward participant's currency Available from CRM.COM R10.0.0 |
auto_spend_authorisation | Auto Spend Settings Object | The reward's participant's automaticspendsettings Available from CRM.COM R11.0.0 |
spend_blocking_state | Rewards Participant Spend Requests Blocking State object | The rewards participant's spend requests blocking state Available from CRM.COM R10.1.0 |
termination_information | Rewards Participant Termination Information object | The Rewards Participant's termination information. Applicable only for Rewards Participants in TERMINATED life cycle state. Available from CRM.COM R12.0.0 |
wallet | Wallet Object | The wallet related to the rewards participant Available from CRM.COM R12.1.0 |
participating_schemes_set | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint. |
access_tokens_set | Set of Access Token Objects | A list of all the access tokens that are related with the rewards participant Available from CRM.COM R8.0.0 |
Referred Objects Response Data
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved access token |
number | String | The number of the retrieved access token |
life_cycle_state | String | The state of the retrieved access token which can be one of the following: EFFECTIVE, NOT_EFFECTIVE |
authentication_code | String | The authentication code of the retrieved access token |
identifier | String | The identifier of the retrieved access token |
card_masked_number | String | The masked number of the card as provided
Available from CRM.COM R16.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Access Token Classification Object | The classification of the access token Available from CRM.COM R10.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved classification |
name | String | The name of the retrieved classification |
alternative_code | String | The alternative code of the retrieved classification |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether automatic spend authorisation is enabled or not for the rewards participant |
minimum_wallet_balance | Float | The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
minimum_spend_amount | Float | The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
maximum_spend_amount | Float | The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. Available from CRM.COM R13.0.0 |
updated_date | Date | The last updated date on which the allow automatic spend setting was updated. |
updated_by_user | Users Object | The User who last updated the allow automatic spend setting. |
authorised_rewards_participating_merchants_set | Set of Rewards Participating Merchants | It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised Available from CRM.COM R13.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participating merchant |
life_cycle_state | String | The life cycle state of the retrieved rewards participating merchant that can be EFFECTIVE or NOT_EFFECTIVE |
description | String | A description of the retrieved rewards participating merchant |
business_unit | Business Unit Object | The business unit that represents the rewards participating merchant Available from CRM.COM R18.0.0 |
unit | Unit Object | The unit that represents the rewards participating merchant Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
group | Group Object | The group that the rewards participating merchant's unit belongs to Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
log_information | Log Information Object | The log information of the retrieved rewards participating merchant |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved group |
name | String | The name of the retrieved group |
community_name | String | The name of the community that the retrieved group belongs to |
alternative_code | String | The alternative code of the retrieved group |
unified_code | String | The unified code of the retrieved group Available from CRM.COM R16.2.2 |
description | String | The description of the retrieved group |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether the rewards participant is blocked from submitting spend requests |
updated_date | Date | The date on which the rewards participant's blocking state was enabled/disabled |
updated_by_user | Users Object | The user who enabled/disabled the rewards participant's blocking state |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
termination_reason | String | Defines the rewards participant's termination reason. Available values are CUSTOMERREQUEST, FRAUD, DUPLICATION |
termination_date | Date | The date on which the rewards participant was terminated |
terminated_by_user | Users Object | The user who terminated the rewards participant |
replaced_by_rewards_participant | Rewards Participant Object | The Rewards Participant which replaced the terminated Rewards Participant. Applicable and mandatory only when the termination reason is set to DUPLICATION. |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant participating reward scheme |
sign_up_on | Date | The date that the rewards participant signed up for that specific reward scheme |
sign_off_on | Date | Available from CRM.COM R9.0.0 The date that the rewards participant signed off from that specific reward scheme |
reference_code | Sting | The unique reference code that was used while signing up to that specific reward scheme. This is available only if it is required by the specific reward scheme Available from CRM.COM R12.7.0 |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant to that specific reward scheme Deprecated from CRM.COM R18.0.0 |
sign_up_by_business_unit | Business Unit object | The business unit that signed up the rewards participant to that specific reward scheme Available from CRM.COM R18.0.0 |
scheme | Reward Scheme Object | The reward scheme that the rewards participant has joint |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward scheme |
name | String | The name of the retrieved reward scheme |
alternative_code | String | The alternative code of the retrieved reward scheme |
description | String | A description of the retrieved reward scheme |
life_cycle_state | String | The life cycle state of the reward scheme which can be EFFECTIVE or NOT_EFFECTIVE |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved wallet |
number | String | The number of the retrieved wallet |
life_cycle_state | String | The life cycle state of the retrieved wallet. Supported values are EFFECTIVE and CANCELLED |
balance | Number | The balance of the retrieved wallet in the wallet's currency |
alternative_balance | Number | The balance of the retrieved wallet in the wallet's alternative currency Available form CRM.COM R14.2.0 |
opening_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's currency. This information is calculated during the latest Wallet Balance per Period process |
opening_alternative_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's alternative currency. This information is calculated during the latest Wallet Balance per Period process Available form CRM.COM R14.2.0 |
currency | Currency Object | The retrieved wallet's currency |
alternative_currency | Currency Object | The retrieved wallet's alternative currency Available form CRM.COM R14.2.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"A0931BF523A24C819181DC9487343F45", "sign_up_on":"2014-07-05T15:49:59", "fields_set":"number,sign_up_by_unit,id,participating_schemes_set,accounts_receivable", "sign_up_by_unit_identifier":{"name":"Sales Department 1"}, "udf_string_1":"udf string 1", "udf_string_2":"udf string 2", "udf_string_3":"udf string 3", "udf_string_4":"udf string 4", "udf_string_5":"udf string 5", "udf_string_6":"udf string 6", "udf_string_7":"udf string 7", "udf_string_8":"udf string 8", "udf_float_1":10, "udf_float_2":20, "udf_float_3":30, "udf_float_4":40, "udf_float_5":50, "udf_float_6":60, "udf_float_7":70, "udf_float_8":80, "udf_date_1":"2014-05-05T15:49:59", "udf_date_2":"2014-06-05T15:49:59", "udf_date_3":"2014-07-05T15:49:59", "udf_date_4":"2014-08-05T15:49:59", "accounts_receivable": { "action":"EXISTING", "accounts_receivable_identifier":{"number":"ACR000525"} }, "participating_schemes_set": [ { "sign_up_on": "2014-05-05T15:49:59" , "sign_up_by_unit_identifier":{"name":"Sales Department 1"}, "reward_scheme_identifier":{"name":"Marketing Reward Scheme"} }, { "sign_up_on": "2014-08-05T15:49:59" , "sign_up_by_unit_identifier":{"name":"Sales Department 2"}, "reward_scheme_identifier":{"name":"Sales Scheme"} } ], "access_tokens_set" : [ { "authentication_code" : "125672734874", "identifier" : "12365464899", "pass_code" : "awe$qew!" } ] }
Response:
{ "status": { "message": "", "description": "", "code": "OK" }, "data": { "accounts_receivable": { "account_owner": { "last_name": "Mika", "middle_name": null, "life_cycle_state": "FINANCIAL", "company_profile": null, "title": "Ms", "first_name": "Dina", "type": "PERSON", "id": "9ED00E7228634EF986807DF4D86A3F84", "name": "Mika Dina", "company_name": null, "demographics": { "gender": null, "passport_issued_by_country": null, "social_security_number": null, "passport_number": null, "industry_sector": null, "country_of_residence": { "three_character_code": "USA", "two_character_code": "US", "id": "127", "name": "UNITED STATES", "alternative_code": null }, "name_day": { "month": null, "day": null }, "date_of_birth": { "month": null, "day": null, "year": null }, "id_number": "14587522", "industry": null, "id_issued_by_country": null } }, "life_cycle_state": "ACTIVE", "number": "ACR000525", "id": "C8A54A6BB4B9423AA560D6B955CD1271", "name": "Dina Mika" }, "number": "147", "sign_up_by_unit": { "community_name": "Internal Community", "id": "A01DEAA885B5B0F14769F983A2F6A16E", "name": "Sales Department 1", "group_name": "Sales Manager Group", "description": null, "alternative_code": "SD1" }, "id": "E64F366E3E66476E96E8494BB9F917EA", "participating_schemes_set": [ { "sign_up_on": "2014-05-05T15:49:59", "sign_off_on": null, "scheme": { "life_cycle_state": "EFFECTIVE", "id": "E339CFB9284E8BB291E63CC42E574E88", "name": "Marketing Reward Scheme", "description": "Marketing Reward Scheme for Sales Department, CRM Team 1, Marketing Team", "alternative_code": "MRS" }, "sign_up_by_unit": { "community_name": "Internal Community", "id": "A01DEAA885B5B0F14769F983A2F6A16E", "name": "Sales Department 1", "group_name": "Sales Manager Group", "description": null, "alternative_code": "SD1" }, "id": "DA225B0204144370A2EF0687C37A8B70" }, { "sign_up_on": "2014-08-05T15:49:59", "sign_off_on": null, "scheme": { "life_cycle_state": "EFFECTIVE", "id": "EA5CCE98F857F3A928E3AA6891323088", "name": "Sales Scheme", "description": "Sales Scheme - TC10", "alternative_code": "SS" }, "sign_up_by_unit": { "community_name": "Internal Community", "id": "CA8896C911589FEDB384001606C2440E", "name": "Sales Department 2", "group_name": "Sales Manager Group", "description": "Sales Department 2 under Sales Manager Group", "alternative_code": "SD2" }, "id": "3315CBDCA46D48A9875EE70AD53DA19A" } ] } }
HTTP Method: POST
Request:
Body:
{ "token":"A0931BF523A24C819181DC9487343F45", "sign_up_on":"2014-07-05T15:49:59", "fields_set":"number,sign_up_by_unit,id,participating_schemes_set,accounts_receivable,access_tokens_set", "sign_up_by_unit_identifier":{"name":"Sales Department 1"}, "udf_string_1":"udf string 1", "udf_string_2":"udf string 2", "udf_string_3":"udf string 3", "udf_string_4":"udf string 4", "udf_string_5":"udf string 5", "udf_string_6":"udf string 6", "udf_string_7":"udf string 7", "udf_string_8":"udf string 8", "udf_float_1":10, "udf_float_2":20, "udf_float_3":30, "udf_float_4":40, "udf_float_5":50, "udf_float_6":60, "udf_float_7":70, "udf_float_8":80, "udf_date_1":"2014-05-05T15:49:59", "udf_date_2":"2014-06-05T15:49:59", "udf_date_3":"2014-07-05T15:49:59", "udf_date_4":"2014-08-05T15:49:59", "accounts_receivable": { "action":"EXISTING", "accounts_receivable_identifier":{"number":"ACR001131"} }, "participating_schemes_set": [ { "sign_up_on": "2014-05-05T15:49:59" , "sign_up_by_unit_identifier":{"name":"Sales Department 1"}, "reward_scheme_identifier":{"name":"Marketing Reward Scheme"} }, { "sign_up_on": "2014-08-05T15:49:59" , "sign_up_by_unit_identifier":{"name":"Sales Department 2"}, "reward_scheme_identifier":{"name":"Sales Scheme"} } ], "access_tokens_set" : [ { "authentication_code" : "1256727348874", "identifier" : "123654647899", "pass_code" : "awe$qew!" } ] }
Response:
{ "status": { "message": "", "description": "", "code": "OK" }, "data": { "accounts_receivable": { "account_owner": { "last_name": "kyriakou", "middle_name": null, "life_cycle_state": "FINANCIAL", "company_profile": null, "title": null, "first_name": "maria", "type": "PERSON", "id": "6BDA97F3B1EA4276A297B424474E7DD3", "name": "kyriakou maria", "company_name": null, "demographics": { "gender": "FEMALE", "passport_issued_by_country": null, "social_security_number": null, "passport_number": null, "industry_sector": null, "country_of_residence": { "three_character_code": "CYP", "two_character_code": "CY", "id": "181", "name": "CYPRUS", "alternative_code": null }, "name_day": { "month": null, "day": null }, "date_of_birth": { "month": null, "day": null, "year": null }, "id_number": "3423423423", "industry": null, "id_issued_by_country": null } }, "life_cycle_state": "ACTIVE", "number": "ACR001131", "id": "0D3BC55501814EF5B9797865C657119B", "name": "ACR001131" }, "access_tokens_set": [ { "authentication_code": "1256727348874", "life_cycle_state": "EFFECTIVE", "classification": null, "number": "ACT0000000340", "identifier": "123654647899", "id": "233807C6EE234BEF8B909238AD28D684" } ], "number": "148", "sign_up_by_unit": { "community_name": "Internal Community", "id": "A01DEAA885B5B0F14769F983A2F6A16E", "name": "Sales Department 1", "group_name": "Sales Manager Group", "description": null, "alternative_code": "SD1" }, "id": "5168BB2790064693BAA2B4C4C9A8866F", "participating_schemes_set": [ { "sign_up_on": "2014-08-05T15:49:59", "sign_off_on": null, "scheme": { "life_cycle_state": "EFFECTIVE", "id": "EA5CCE98F857F3A928E3AA6891323088", "name": "Sales Scheme", "description": "Sales Scheme - TC10", "alternative_code": "SS" }, "sign_up_by_unit": { "community_name": "Internal Community", "id": "CA8896C911589FEDB384001606C2440E", "name": "Sales Department 2", "group_name": "Sales Manager Group", "description": "Sales Department 2 under Sales Manager Group", "alternative_code": "SD2" }, "id": "E528D181A16B4E6EB1B8BA6AE3FB12D2" }, { "sign_up_on": "2014-05-05T15:49:59", "sign_off_on": null, "scheme": { "life_cycle_state": "EFFECTIVE", "id": "E339CFB9284E8BB291E63CC42E574E88", "name": "Marketing Reward Scheme", "description": "Marketing Reward Scheme for Sales Department, CRM Team 1, Marketing Team", "alternative_code": "MRS" }, "sign_up_by_unit": { "community_name": "Internal Community", "id": "A01DEAA885B5B0F14769F983A2F6A16E", "name": "Sales Department 1", "group_name": "Sales Manager Group", "description": null, "alternative_code": "SD1" }, "id": "A5BB367B54BB4B08A8864002F1181B88" } ] } }
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "sign_up_on":"2016-03-28T15:00:00", "sign_up_by_unit_identifier":{"name":"Admin Unit"}, "udf_string_1":"udf string 1", "udf_string_2":"udf string 2", "udf_string_3":"udf string 3", "udf_string_4":"udf string 4", "udf_string_5":"udf string 5", "udf_string_6":"udf string 6", "udf_string_7":"udf string 7", "udf_string_8":"udf string 8", "udf_float_1":10, "udf_float_2":20, "udf_float_3":30, "udf_float_4":40, "udf_float_5":50, "udf_float_6":60, "udf_float_7":70, "udf_float_8":80, "udf_date_1":"2016-01-28T15:49:59", "udf_date_2":"2016-02-28T15:49:59", "udf_date_3":"2016-03-28T15:49:59", "udf_date_4":"2016-04-28T15:49:59", "accounts_receivable": { "action":"NEW", "name":"Jane Austin", "classification_identifier":{"name":"Residential Customer"}, "credit_rating_code":"AAA", "contact_information":{ "action":"NEW", "type":"PERSON", "first_name":"Jane", "last_name":"Markinson" } }, "access_token":{ "action": "ADD_NEW2", "authentication_code":"PolinaKTesting2", "identifier":"PolinaKTesting2", "pass_code":"12342" }, "participating_schemes_set": [ { "sign_up_on": "2016-03-28T15:00:00" , "sign_up_by_unit_identifier":{"name":"Admin Unit"}, "reward_scheme_identifier":{"name":"Marketing Scheme"} }, { "sign_up_on": "2016-03-28T15:00:00" , "sign_up_by_unit_identifier":{"name":"Admin Unit"}, "reward_scheme_identifier":{"name":"Sales Scheme"} } ], "access_tokens_set" : [ { "action": "ADD_NEW", "authentication_code":"1234879456", "identifier":"testAT@crm.com", "pass_code":"1234879456a!" } ] }
Response:
{ "data": { "log_information": { "created_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "updated_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "created_date": "2016-07-05T08:35:42", "updated_date": "2016-07-05T08:35:44", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" }, "created_by_user": { "person_name": "CRM COM", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" } }, "udf_date_2": "2016-02-28T15:49:59", "udf_date_1": "2016-01-28T15:49:59", "udf_date_4": "2016-04-28T15:49:59", "udf_date_3": "2016-03-28T15:49:59", "participating_schemes_set": [ { "scheme": { "alternative_code": "SSS", "name": "Sales Scheme", "description": "desc", "id": "3592610A4F01454E97AF71C9E47646FB", "life_cycle_state": "EFFECTIVE" }, "sign_up_on": "2016-03-28T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "id": "1F4D25D0C22D4F47818751D2ABB56979", "sign_off_on": null }, { "scheme": { "alternative_code": "MS", "name": "Marketing Scheme", "description": null, "id": "6CAAD517743C4C179251282A5B2B58A6", "life_cycle_state": "EFFECTIVE" }, "sign_up_on": "2016-03-28T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "id": "56BC61EDEBB749B2B92862CB74E00AFC", "sign_off_on": null } ], "number": "RP0000000051", "udf_float_3": 30, "udf_float_4": 40, "sign_up_on": "2016-03-28T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "currency": { "suffix_symbol": null, "prefix_symbol": "€", "decimal_part_name": null, "code": "EUR", "integer_part_name": null, "id": "2" }, "id": "D97CA2ADBD274CD69AC1A27D41E06BF2", "udf_float_1": 10, "udf_float_2": 20, "udf_string_2": "udf string 2", "udf_string_3": "udf string 3", "udf_string_4": "udf string 4", "udf_string_5": "udf string 5", "udf_string_1": "udf string 1", "accounts_receivable": { "number": "ACR0000000272", "name": "Jane Austin", "id": "9BBF752EC5A5473C8403A0E59BA9B787", "life_cycle_state": "ACTIVE", "account_owner": { "company_profile": null, "company_name": null, "name": "Jane Markinson", "last_name": "Markinson", "id": "F3B3D4F601844A88AF5CEED733DBE478", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Jane", "demographics": { "name_day": { "month": null, "day": null }, "id_number": null, "gender": null, "country_of_residence": { "alternative_code": "CYP", "three_character_code": "CYP", "name": "CYPRUS", "id": "181", "two_character_code": "CY" }, "date_of_birth": { "month": null, "year": null, "day": null }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": null, "id_issued_by_country": null, "passport_issued_by_country": null } } }, "udf_string_6": "udf string 6", "udf_string_7": "udf string 7", "access_tokens_set": [ { "authentication_code": "1234879456", "number": "AT0000000121", "identifier": "testAT@crm.com", "id": "B417DE8C9FC74FC4A9A92795A8D3FC1A", "life_cycle_state": "EFFECTIVE", "classification": null } ], "udf_string_8": "udf string 8" }, "status": { "code": "OK", "description": "", "message": "" } }
POST rewards_participants/update
This method updates rewards participants. A single rewards participant can be updated by each call. Fields which are not specified are not updated at all. Fields which are specified as null will be set as null.
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
rewards_participant_identifier (mandatory) | Rewards Participant identifier | The identifier of the rewards participant that should be updated. The allowed rewards participant identifier fields are the following:
| ||||||||||||
sign_up_on (optional) | Date | The date that the rewards participant signed up | ||||||||||||
sign_up_by_unit_identifier (optional) | Unit identifier | The unit that signed up the rewards participant. The allowed unit identifier fields are the following:
| ||||||||||||
enable_automatic_spend (optional) | Boolean | Defines whether the rewards participant requires automatic spend on purchase events or not Available from CRM.COM R11.0.0 | ||||||||||||
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 | ||||||||||||
(optional) | Access Token object | The access token that will be associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 | ||||||||||||
(optional) | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint 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", ........... } ] | ||||||||||||
(mandatory on conditions) | Set of Access Token Objects | The access tokens that will be associated with the rewards participant. This information is mandatory if the active access token definition is set up to require at least one access token for each rewards participant If no records are specified in the set then nothing will be updated. To remove a record use action:"remove". To add a record use action:"add_existing" or "add_new". Different actions can be used within the same set. For example: "set": [ { "action": "add_existing", ........... }, { "action": "remove", ........... }, { "action": "add_new", ........... } ] Available from CRM.COM R8.0.0 |
Referred Parameters Objects Data
Deprecated starting from CRM.COM R8.0.0
Name | Type | Description | ||||||||||||
action (mandatory) | String | Defines if a new or existing access token should be used. The supported values are the following: ADD_NEW, ADD_EXISTING The NEW option can be used only if access tokens are allowed to be created on creating reward participants, as specified in access token definitions | ||||||||||||
access_token_identifier (mandatory on conditions) | Access Token identifier | An existing access token that should be used. This is applicable and mandatory if the action is set to EXISTING. Only effective access tokens can be used. The allowed access token identifier fields are the following:
| ||||||||||||
authentication_code (mandatory on conditions) | String | The authentication code of the access token that will be created. This information is not mandatory if set to be generated automatically, in the definition or the classification. Applicable only if the action is set to ADD_NEW | ||||||||||||
identifier (mandatory on conditions) | String | The identifier of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code. Applicable only if the action is set to ADD_NEW | ||||||||||||
pass_code (mandatory on conditions) | String | The pass code of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code, although it is always mandatory if an identifier was specified. Applicable only if the action is set to ADD_NEW | ||||||||||||
classification_identifier (optional) | Access Token Classification Identifier | The identifier of the access token classification that will be related with the access token. The allowed access token classification identifier fields are the following:
Available from CRM.COM R10.0.0 | ||||||||||||
card_masked_number (optional) | String | The masked number of the credit card that will be related to the access token
Available from CRM.COM R16.2.0 | ||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 |
Available from CRM.COM R8.0.0
Name | Type | Description | ||||||||||||
action (mandatory) | String | Defines if a new or existing access token should be used. The supported values are the following: ADD_NEW, ADD_EXISTING, REMOVE The NEW option can be used only if access tokens are allowed to be created on creating reward participants, as specified in access token definitions | ||||||||||||
access_token_identifier (mandatory on add existing and remove) | Access Token identifier | An existing access token that should be used. This is applicable and mandatory if the action is set to ADD_EXISTING or REMOVE. Only effective access tokens can be used. The allowed access token identifier fields are the following:
| ||||||||||||
authentication_code (mandatory on add new) | String | The authentication code of the access token that will be created. This information is not mandatory if set to be generated automatically, in the definition or the classification. Applicable only if the action is set to ADD_NEW | ||||||||||||
identifier (mandatory on add new) | String | The identifier of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code. Applicable and if the action is set to ADD_NEW | ||||||||||||
pass_code (mandatory on add new) | String | The pass code of the access token that will be created. This information is not mandatory if the system is set up to allow creating access tokens with no identifier and pass code, although it is always mandatory if an identifier was specified. Applicable and if the action is set to ADD_NEW | ||||||||||||
classification_identifier (optional) | Access Token Classification Identifier | The identifier of the access token classification that will be related with the access token. Applicable and if the action is set to ADD_NEW. The allowed access token classification identifier fields are the following:
Available from CRM.COM R13.1.0 | ||||||||||||
card_masked_number (optional) | String | The masked number of the credit card that will be related to the access token
Available from CRM.COM R16.2.0 | ||||||||||||
udf_string_1 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_2 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_3 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_4 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_5 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_6 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_7 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_string_8 (optional) | String | User Defined Field of type String. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_1 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_2 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_3 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_float_4 (optional) | Float | User Defined Field of type Float. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_1 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_2 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_3 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 | ||||||||||||
udf_date_4 (optional) | Date | User Defined Field of type Date. Applicable only if the action is set to ADD_NEW Available from CRM.COM R10.1.0 |
Name | Type | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
action (mandatory) | String | Defines if a new or existing information will be updated.The supported values are the following: ADD, UPDATE, REMOVE | ||||||||||||
sign_up_on (mandatory and applicable only on add and update) | Date | The date that the rewards participant signed up for that specific reward scheme | ||||||||||||
email_address (semi-optional and only on add and update) | String | The email address that is associated with the unique reference code and was used while signing up to a reward scheme based on supported domains This available and mandatory only it is required by the specific reward scheme (that is domain specific) and the reference code generation method is set to "AUTO_GENERATED" Available from CRM.COM R15.2.0 | ||||||||||||
reference_code (mandatory on conditions and only on add and update) | String | The unique reference code that was used while signing up to that specific reward scheme This is available and mandatory only if it is required by the specific reward scheme (that is domain specific) or if an email is defined instead of a reward scheme Available from CRM.COM R12.7.0 | ||||||||||||
sign_up_by_unit_identifier (mandatory and applicable only on add and update) | Unit identifier | The unit that signed up the rewards participant to that specific reward scheme. The allowed unit identifier fields are the following:
| ||||||||||||
sign_off_on | Date | The date that the rewards participant signed off from that specific reward scheme Available from CRM.COM R9.0.0 | ||||||||||||
rewards_participant_scheme_identifier (mandatory and applicable only on update or remove) | Rewards Participant Scheme Identifier | The identifier of the activity service to be updated. The allowed activity service identifier fields are the following:
| ||||||||||||
reward_scheme_identifier (semi-optional and applicable only on add) | Reward Scheme Identifier | The reward scheme that the rewards participant has joint. The allowed reward scheme identifier fields are the following:
For releases prior CRM.COM R15.2.0 this parameter is mandatory From CRM.COM R15.2.0 and onwards this parameter will be semi-optional and It should be specified if the email address is not specified |
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant |
number | String | The number of the retrieved rewards participant |
sign_up_on | Date | The date that the rewards participant signed up |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED Available from CRM.COM R12.0.0 |
udf_string_1 | String | User DefinedField of type String |
udf_string_2 | String | User DefinedField of type String |
udf_string_3 | String | User DefinedField of type String |
udf_string_4 | String | User DefinedField of type String |
udf_string_5 | String | User DefinedField of type String |
udf_string_6 | String | User DefinedField of type String |
udf_string_7 | String | User DefinedField of type String |
udf_string_8 | String | User DefinedField of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
Log Information object | The log informationrelatedwiththeretrieved job | |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the rewards participant |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant |
access_token | Access Token object | The access token associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward |
currency | Currencyobject | The reward participant's currency Available from CRM.COM R10.0.0 |
auto_spend_authorisation | Auto Spend Settings Object | The reward's participant's automaticspendsettings Available from CRM.COM R11.0.0 |
spend_blocking_state | Rewards Participant Spend Requests Blocking State object | The rewards participant's spend requests blocking state Available from CRM.COM R10.1.0 |
termination_information | Rewards Participant Termination Information object | The Rewards Participant's termination information. Applicable only for Rewards Participants in TERMINATED life cycle state. Available from CRM.COM R12.0.0 |
wallet | Wallet Object | The wallet related to the rewards participant Available from CRM.COM R12.1.0 |
participating_schemes_set | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint. |
access_tokens_set | Set of Access Token Objects | A list of all the access tokens that are related with the rewards participant Available from CRM.COM R8.0.0 |
Referred Objects Response Data
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved access token |
number | String | The number of the retrieved access token |
life_cycle_state | String | The state of the retrieved access token which can be one of the following: EFFECTIVE, NOT_EFFECTIVE |
authentication_code | String | The authentication code of the retrieved access token |
identifier | String | The identifier of the retrieved access token |
card_masked_number | String | The masked number of the card as provided
Available from CRM.COM R16.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Access Token Classification Object | The classification of the access token Available from CRM.COM R10.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved classification |
name | String | The name of the retrieved classification |
alternative_code | String | The alternative code of the retrieved classification |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether automatic spend authorisation is enabled or not for the rewards participant |
minimum_wallet_balance | Float | The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
minimum_spend_amount | Float | The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
maximum_spend_amount | Float | The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. Available from CRM.COM R13.0.0 |
updated_date | Date | The last updated date on which the allow automatic spend setting was updated. |
updated_by_user | Users Object | The User who last updated the allow automatic spend setting. |
authorised_rewards_participating_merchants_set | Set of Rewards Participating Merchants | It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised Available from CRM.COM R13.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participating merchant |
life_cycle_state | String | The life cycle state of the retrieved rewards participating merchant that can be EFFECTIVE or NOT_EFFECTIVE |
description | String | A description of the retrieved rewards participating merchant |
business_unit | Business Unit Object | The business unit that represents the rewards participating merchant Available from CRM.COM R18.0.0 |
unit | Unit Object | The unit that represents the rewards participating merchant Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
group | Group Object | The group that the rewards participating merchant's unit belongs to Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
log_information | Log Information Object | The log information of the retrieved rewards participating merchant |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved group |
name | String | The name of the retrieved group |
community_name | String | The name of the community that the retrieved group belongs to |
alternative_code | String | The alternative code of the retrieved group |
unified_code | String | The unified code of the retrieved group Available from CRM.COM R16.2.2 |
description | String | The description of the retrieved group |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether the rewards participant is blocked from submitting spend requests |
updated_date | Date | The date on which the rewards participant's blocking state was enabled/disabled |
updated_by_user | Users Object | The user who enabled/disabled the rewards participant's blocking state |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
termination_reason | String | Defines the rewards participant's termination reason. Available values are CUSTOMERREQUEST, FRAUD, DUPLICATION |
termination_date | Date | The date on which the rewards participant was terminated |
terminated_by_user | Users Object | The user who terminated the rewards participant |
replaced_by_rewards_participant | Rewards Participant Object | The Rewards Participant which replaced the terminated Rewards Participant. Applicable and mandatory only when the termination reason is set to DUPLICATION. |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant participating reward scheme |
sign_up_on | Date | The date that the rewards participant signed up for that specific reward scheme |
sign_off_on | Date | Available from CRM.COM R9.0.0 The date that the rewards participant signed off from that specific reward scheme |
reference_code | Sting | The unique reference code that was used while signing up to that specific reward scheme. This is available only if it is required by the specific reward scheme Available from CRM.COM R12.7.0 |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant to that specific reward scheme Deprecated from CRM.COM R18.0.0 |
sign_up_by_business_unit | Business Unit object | The business unit that signed up the rewards participant to that specific reward scheme Available from CRM.COM R18.0.0 |
scheme | Reward Scheme Object | The reward scheme that the rewards participant has joint |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward scheme |
name | String | The name of the retrieved reward scheme |
alternative_code | String | The alternative code of the retrieved reward scheme |
description | String | A description of the retrieved reward scheme |
life_cycle_state | String | The life cycle state of the reward scheme which can be EFFECTIVE or NOT_EFFECTIVE |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved wallet |
number | String | The number of the retrieved wallet |
life_cycle_state | String | The life cycle state of the retrieved wallet. Supported values are EFFECTIVE and CANCELLED |
balance | Number | The balance of the retrieved wallet in the wallet's currency |
alternative_balance | Number | The balance of the retrieved wallet in the wallet's alternative currency Available form CRM.COM R14.2.0 |
opening_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's currency. This information is calculated during the latest Wallet Balance per Period process |
opening_alternative_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's alternative currency. This information is calculated during the latest Wallet Balance per Period process Available form CRM.COM R14.2.0 |
currency | Currency Object | The retrieved wallet's currency |
alternative_currency | Currency Object | The retrieved wallet's alternative currency Available form CRM.COM R14.2.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"A0931BF523A24C819181DC9487343F45", "rewards_participant_identifier": {"number":"76"}, "access_tokens_set": [ { "action" : "add_existing", "access_token_identifier" : { "authentication_code" : "15855832543" } }, { "action" : "remove", "access_token_identifier" : { "authentication_code" : "1256723" } } ] }
Response:
{ "status": { "message": "", "description": "", "code": "OK" }, "data": { "sign_up_on": "2014-07-05T15:49:59", "udf_float_1": 10, "udf_float_2": 20, "udf_date_1": "2014-05-05T15:49:59", "udf_float_3": 30, "udf_date_2": "2014-06-05T15:49:59", "udf_float_4": 40, "number": "76", "sign_up_by_unit": { "community_name": "Internal Community", "id": "A01DEAA885B5B0F14769F983A2F6A16E", "name": "Sales Department 1", "group_name": "Sales Manager Group", "description": null, "alternative_code": "SD1" }, "udf_date_3": "2014-07-05T15:49:59", "udf_date_4": "2014-08-05T15:49:59", "udf_string_1": "udf string 1", "udf_string_2": "udf string 2", "participating_schemes_set": [ { "sign_up_on": "2014-08-05T15:49:59", "scheme": { "life_cycle_state": "EFFECTIVE", "id": "EA5CCE98F857F3A928E3AA6891323088", "name": "Sales Scheme", "description": "Sales Scheme - TC10", "alternative_code": "SS" }, "sign_up_by_unit": { "id": "CA8896C911589FEDB384001606C2440E", "name": "Sales Department 2", "description": "Sales Department 2 under Sales Manager Group", "alternative_code": "SD2" }, "id": "C15176CD387C45D78BBB328113CD9BCE" }, { "sign_up_on": "2014-05-05T15:49:59", "scheme": { "life_cycle_state": "EFFECTIVE", "id": "E339CFB9284E8BB291E63CC42E574E88", "name": "Marketing Reward Scheme", "description": "Marketing Reward Scheme for Sales Department, CRM Team 1, Marketing Team", "alternative_code": "MRS" }, "sign_up_by_unit": { "id": "A01DEAA885B5B0F14769F983A2F6A16E", "name": "Sales Department 1", "description": null, "alternative_code": "SD1" }, "id": "0740FCC927CB47C0B0E2DF3D0AC2E2AB" } ], "udf_string_3": "udf string 3", "udf_string_4": "udf string 4", "udf_string_5": "udf string 5", "udf_string_6": "udf string 6", "log_information": { "updated_date": "2015-10-15T13:04:53", "created_date": "2015-10-15T12:46:02", "created_by_unit": { "community_name": "Internal Community", "id": "48305F8849E3C18B227C5BE3A27BA6DF", "name": "Admin Unit", "group_name": "Main Group", "description": "r1 Test Description for resource request tab.Test Description for resource request tab.", "alternative_code": "MG" }, "updated_by_unit": { "community_name": "Internal Community", "id": "48305F8849E3C18B227C5BE3A27BA6DF", "name": "Admin Unit", "group_name": "Main Group", "description": "r1 Test Description for resource request tab.Test Description for resource request tab.", "alternative_code": "MG" }, "created_by_user": { "person_name": "MPAdministrator", "username": "MPAdministrator", "id": "1", "email": "sakkascy1986@hotmail.com" }, "updated_by_user": { "person_name": "Marios Lannister", "username": "MPAdministrator", "id": "1" } }, "udf_string_7": "udf string 7", "udf_string_8": "udf string 8", "accounts_receivable": { "account_owner": { "last_name": "Tyler", "middle_name": null, "life_cycle_state": "FINANCIAL", "company_profile": null, "title": null, "first_name": "Rose", "type": "PERSON", "id": "2666B580BF60454C97D5DB2DDCD50BAE", "name": null, "company_name": null, "demographics": { "gender": "FEMALE", "passport_issued_by_country": null, "social_security_number": null, "passport_number": null, "industry_sector": null, "name_day": { "month": null, "day": null }, "date_of_birth": { "month": null, "day": null, "year": null }, "id_number": "4324", "industry": null, "id_issued_by_country": null } }, "life_cycle_state": "ACTIVE", "number": "ACR000783", "id": "0B06C58003B4456281DC97B73C5050EE", "name": "ACREC-04-RT" }, "access_tokens_set": [ { "authentication_code": "15855832543", "life_cycle_state": "EFFECTIVE", "number": "102", "identifier": "1241544", "id": "1BC0D7F84FBC4ABCA04229BEABC6E90B" } ], "id": "E1581BDEE0C642A2877806B94C70ADA0" } }
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "rewards_participant_identifier": {"number":"RP0000000051"}, "access_tokens_set": [ { "action" : "add_existing", "access_token_identifier" : { "authentication_code" : "222" } }, { "action" : "remove", "access_token_identifier" : { "authentication_code" : "1234879456" } } ] }
Response:
{ "data": { "log_information": { "created_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "updated_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "created_date": "2016-07-05T08:35:42", "updated_date": "2016-07-05T08:43:42", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" }, "created_by_user": { "person_name": "MPAdministrator", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" } }, "udf_date_2": "2016-02-28T15:49:59", "udf_date_1": "2016-01-28T15:49:59", "udf_date_4": "2016-04-28T15:49:59", "udf_date_3": "2016-03-28T15:49:59", "participating_schemes_set": [ { "scheme": { "alternative_code": "MS", "name": "Marketing Scheme", "description": null, "id": "6CAAD517743C4C179251282A5B2B58A6", "life_cycle_state": "EFFECTIVE" }, "sign_up_on": "2016-03-28T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "id": "56BC61EDEBB749B2B92862CB74E00AFC", "sign_off_on": null }, { "scheme": { "alternative_code": "SSS", "name": "Sales Scheme", "description": "desc", "id": "3592610A4F01454E97AF71C9E47646FB", "life_cycle_state": "EFFECTIVE" }, "sign_up_on": "2016-03-28T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "id": "1F4D25D0C22D4F47818751D2ABB56979", "sign_off_on": null } ], "number": "RP0000000051", "udf_float_3": 30, "udf_float_4": 40, "sign_up_on": "2016-03-28T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "currency": { "suffix_symbol": null, "prefix_symbol": "€", "decimal_part_name": null, "code": "EUR", "integer_part_name": null, "id": "2" }, "id": "D97CA2ADBD274CD69AC1A27D41E06BF2", "udf_float_1": 10, "udf_float_2": 20, "udf_string_2": "udf string 2", "udf_string_3": "udf string 3", "udf_string_4": "udf string 4", "udf_string_5": "udf string 5", "udf_string_1": "udf string 1", "accounts_receivable": { "number": "ACR0000000272", "name": "Jane Austin", "id": "9BBF752EC5A5473C8403A0E59BA9B787", "life_cycle_state": "ACTIVE", "account_owner": { "company_profile": null, "company_name": null, "name": "Jane Markinson", "last_name": "Markinson", "id": "F3B3D4F601844A88AF5CEED733DBE478", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Jane", "demographics": { "name_day": { "month": null, "day": null }, "id_number": null, "gender": null, "country_of_residence": { "alternative_code": "CYP", "three_character_code": "CYP", "name": "CYPRUS", "id": "181", "two_character_code": "CY" }, "date_of_birth": { "month": null, "year": null, "day": null }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": null, "id_issued_by_country": null, "passport_issued_by_country": null } } }, "udf_string_6": "udf string 6", "udf_string_7": "udf string 7", "access_tokens_set": [ { "authentication_code": "222", "number": "AT0000000034", "identifier": "2222222", "id": "F60CA93E227342E88571AD1E30C39867", "life_cycle_state": "EFFECTIVE", "classification": null } ], "udf_string_8": "udf string 8" }, "status": { "code": "OK", "description": "", "message": "" } }
POST rewards_participants/enable_spend_blocking
Available from CRM.COM R10.1.0
This method enables a rewards participant's spend requests blockin. A single rewards participant can be modified in each call.
Resource URL
Parameters
Name | Type | Description | |||||||||
token | String | The token retrieved from the login method | |||||||||
rewards_participant_identifier (mandatory) | Rewards Participant Identifier | The rewards participant whose spend requests blocking state will be enabled/disabled. The allowed rewards participant identifier fields are the following:
| |||||||||
fields_set (optional) | List of Strings, comma separated |
|
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant |
number | String | The number of the retrieved rewards participant |
sign_up_on | Date | The date that the rewards participant signed up |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED Available from CRM.COM R12.0.0 |
udf_string_1 | String | User DefinedField of type String |
udf_string_2 | String | User DefinedField of type String |
udf_string_3 | String | User DefinedField of type String |
udf_string_4 | String | User DefinedField of type String |
udf_string_5 | String | User DefinedField of type String |
udf_string_6 | String | User DefinedField of type String |
udf_string_7 | String | User DefinedField of type String |
udf_string_8 | String | User DefinedField of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
Log Information object | The log informationrelatedwiththeretrieved job | |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the rewards participant |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant |
access_token | Access Token object | The access token associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward |
currency | Currencyobject | The reward participant's currency Available from CRM.COM R10.0.0 |
auto_spend_authorisation | Auto Spend Settings Object | The reward's participant's automaticspendsettings Available from CRM.COM R11.0.0 |
spend_blocking_state | Rewards Participant Spend Requests Blocking State object | The rewards participant's spend requests blocking state Available from CRM.COM R10.1.0 |
termination_information | Rewards Participant Termination Information object | The Rewards Participant's termination information. Applicable only for Rewards Participants in TERMINATED life cycle state. Available from CRM.COM R12.0.0 |
wallet | Wallet Object | The wallet related to the rewards participant Available from CRM.COM R12.1.0 |
participating_schemes_set | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint. |
access_tokens_set | Set of Access Token Objects | A list of all the access tokens that are related with the rewards participant Available from CRM.COM R8.0.0 |
Referred Objects Response Data
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved access token |
number | String | The number of the retrieved access token |
life_cycle_state | String | The state of the retrieved access token which can be one of the following: EFFECTIVE, NOT_EFFECTIVE |
authentication_code | String | The authentication code of the retrieved access token |
identifier | String | The identifier of the retrieved access token |
card_masked_number | String | The masked number of the card as provided
Available from CRM.COM R16.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Access Token Classification Object | The classification of the access token Available from CRM.COM R10.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved classification |
name | String | The name of the retrieved classification |
alternative_code | String | The alternative code of the retrieved classification |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether automatic spend authorisation is enabled or not for the rewards participant |
minimum_wallet_balance | Float | The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
minimum_spend_amount | Float | The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
maximum_spend_amount | Float | The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. Available from CRM.COM R13.0.0 |
updated_date | Date | The last updated date on which the allow automatic spend setting was updated. |
updated_by_user | Users Object | The User who last updated the allow automatic spend setting. |
authorised_rewards_participating_merchants_set | Set of Rewards Participating Merchants | It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised Available from CRM.COM R13.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participating merchant |
life_cycle_state | String | The life cycle state of the retrieved rewards participating merchant that can be EFFECTIVE or NOT_EFFECTIVE |
description | String | A description of the retrieved rewards participating merchant |
business_unit | Business Unit Object | The business unit that represents the rewards participating merchant Available from CRM.COM R18.0.0 |
unit | Unit Object | The unit that represents the rewards participating merchant Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
group | Group Object | The group that the rewards participating merchant's unit belongs to Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
log_information | Log Information Object | The log information of the retrieved rewards participating merchant |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved group |
name | String | The name of the retrieved group |
community_name | String | The name of the community that the retrieved group belongs to |
alternative_code | String | The alternative code of the retrieved group |
unified_code | String | The unified code of the retrieved group Available from CRM.COM R16.2.2 |
description | String | The description of the retrieved group |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether the rewards participant is blocked from submitting spend requests |
updated_date | Date | The date on which the rewards participant's blocking state was enabled/disabled |
updated_by_user | Users Object | The user who enabled/disabled the rewards participant's blocking state |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
termination_reason | String | Defines the rewards participant's termination reason. Available values are CUSTOMERREQUEST, FRAUD, DUPLICATION |
termination_date | Date | The date on which the rewards participant was terminated |
terminated_by_user | Users Object | The user who terminated the rewards participant |
replaced_by_rewards_participant | Rewards Participant Object | The Rewards Participant which replaced the terminated Rewards Participant. Applicable and mandatory only when the termination reason is set to DUPLICATION. |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant participating reward scheme |
sign_up_on | Date | The date that the rewards participant signed up for that specific reward scheme |
sign_off_on | Date | Available from CRM.COM R9.0.0 The date that the rewards participant signed off from that specific reward scheme |
reference_code | Sting | The unique reference code that was used while signing up to that specific reward scheme. This is available only if it is required by the specific reward scheme Available from CRM.COM R12.7.0 |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant to that specific reward scheme Deprecated from CRM.COM R18.0.0 |
sign_up_by_business_unit | Business Unit object | The business unit that signed up the rewards participant to that specific reward scheme Available from CRM.COM R18.0.0 |
scheme | Reward Scheme Object | The reward scheme that the rewards participant has joint |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward scheme |
name | String | The name of the retrieved reward scheme |
alternative_code | String | The alternative code of the retrieved reward scheme |
description | String | A description of the retrieved reward scheme |
life_cycle_state | String | The life cycle state of the reward scheme which can be EFFECTIVE or NOT_EFFECTIVE |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved wallet |
number | String | The number of the retrieved wallet |
life_cycle_state | String | The life cycle state of the retrieved wallet. Supported values are EFFECTIVE and CANCELLED |
balance | Number | The balance of the retrieved wallet in the wallet's currency |
alternative_balance | Number | The balance of the retrieved wallet in the wallet's alternative currency Available form CRM.COM R14.2.0 |
opening_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's currency. This information is calculated during the latest Wallet Balance per Period process |
opening_alternative_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's alternative currency. This information is calculated during the latest Wallet Balance per Period process Available form CRM.COM R14.2.0 |
currency | Currency Object | The retrieved wallet's currency |
alternative_currency | Currency Object | The retrieved wallet's alternative currency Available form CRM.COM R14.2.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"D2C2B14EE43E42AA80DFF05CB8E3F635", "rewards_participant_identifier":{"number":"RP0000000086"} }
Response:
{ "data": { "log_information": { "created_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "updated_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "created_date": "2016-09-13T09:47:15", "updated_date": "2016-09-13T09:54:18", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" }, "created_by_user": { "person_name": "MPAdministrator", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" } }, "udf_date_2": null, "udf_date_1": null, "udf_date_4": null, "udf_date_3": null, "participating_schemes_set": [], "number": "RP0000000086", "udf_float_3": null, "udf_float_4": null, "sign_up_on": "2014-09-13T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "currency": { "suffix_symbol": null, "prefix_symbol": "£", "decimal_part_name": null, "code": "GBP", "integer_part_name": null, "id": "9" }, "id": "51D6C9C39B8445D488F67766F3F2AE3A", "udf_float_1": null, "udf_float_2": null, "udf_string_2": "2", "udf_string_3": null, "udf_string_4": null, "udf_string_5": null, "udf_string_1": null, "accounts_receivable": { "number": "ACR0000000010", "name": "ACR0000000010 Joe Rogan", "id": "F98FFAE225DB47B3BDC32E8FDA81ACFC", "life_cycle_state": "ACTIVE", "account_owner": { "company_profile": null, "company_name": null, "name": "Joe Rogan", "last_name": "Rogan", "id": "20798E691E4541B8A078CCB12239B9D4", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Joe", "demographics": { "name_day": { "month": null, "day": null }, "id_number": null, "gender": null, "country_of_residence": { "alternative_code": "IRN", "three_character_code": null, "name": "IRAN (ISLAMIC REPUBLIC OF)", "id": "231", "two_character_code": null }, "date_of_birth": { "month": null, "year": null, "day": null }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": null, "id_issued_by_country": null, "passport_issued_by_country": null } } }, "spend_blocking_state": { "updated_date": "Tue Sep 13 09:54:18 EEST 2016", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" }, "enabled": true }, "udf_string_6": null, "udf_string_7": "7", "access_tokens_set": [], "udf_string_8": null }, "status": { "code": "OK", "description": "", "message": "" } }
POST rewards_participants/disable_spend_blocking
Available from CRM.COM R10.1.0
This method disables a rewards participant's spend requests blocking. A single rewards participant can be modified in each call.
Resource URL
Parameters
Name | Type | Description | |||||||||
token | String | The token retrieved from the login method | |||||||||
rewards_participant_identifier (mandatory) | Rewards Participant Identifier | The rewards participant whose spend requests blocking state will be enabled/disabled. The allowed rewards participant identifier fields are the following:
| |||||||||
fields_set (optional) | List of Strings, comma separated |
|
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant |
number | String | The number of the retrieved rewards participant |
sign_up_on | Date | The date that the rewards participant signed up |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED Available from CRM.COM R12.0.0 |
udf_string_1 | String | User DefinedField of type String |
udf_string_2 | String | User DefinedField of type String |
udf_string_3 | String | User DefinedField of type String |
udf_string_4 | String | User DefinedField of type String |
udf_string_5 | String | User DefinedField of type String |
udf_string_6 | String | User DefinedField of type String |
udf_string_7 | String | User DefinedField of type String |
udf_string_8 | String | User DefinedField of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
Log Information object | The log informationrelatedwiththeretrieved job | |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the rewards participant |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant |
access_token | Access Token object | The access token associated with the rewards participant Deprecated starting from CRM.COM R8.0.0 onward |
currency | Currencyobject | The reward participant's currency Available from CRM.COM R10.0.0 |
auto_spend_authorisation | Auto Spend Settings Object | The reward's participant's automaticspendsettings Available from CRM.COM R11.0.0 |
spend_blocking_state | Rewards Participant Spend Requests Blocking State object | The rewards participant's spend requests blocking state Available from CRM.COM R10.1.0 |
termination_information | Rewards Participant Termination Information object | The Rewards Participant's termination information. Applicable only for Rewards Participants in TERMINATED life cycle state. Available from CRM.COM R12.0.0 |
wallet | Wallet Object | The wallet related to the rewards participant Available from CRM.COM R12.1.0 |
participating_schemes_set | Set of Rewards Participant Scheme Objects | A list of reward schemes that the rewards participant has joint. |
access_tokens_set | Set of Access Token Objects | A list of all the access tokens that are related with the rewards participant Available from CRM.COM R8.0.0 |
Referred Objects Response Data
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved access token |
number | String | The number of the retrieved access token |
life_cycle_state | String | The state of the retrieved access token which can be one of the following: EFFECTIVE, NOT_EFFECTIVE |
authentication_code | String | The authentication code of the retrieved access token |
identifier | String | The identifier of the retrieved access token |
card_masked_number | String | The masked number of the card as provided
Available from CRM.COM R16.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Access Token Classification Object | The classification of the access token Available from CRM.COM R10.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved classification |
name | String | The name of the retrieved classification |
alternative_code | String | The alternative code of the retrieved classification |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether automatic spend authorisation is enabled or not for the rewards participant |
minimum_wallet_balance | Float | The minimum wallet balance that should be available in order for an automatic awards spending to be applied. If specified then automatic awards spends will be created if the rewards participant has an available wallet amount which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
minimum_spend_amount | Float | The minimum amount that can be spend by that specific rewards participant during auto spend. If specified then automatic awards spends will be created if the rewards participant has an available amount that can be spend which is equal or more than the minimum amount. Available from CRM.COM R13.0.0 |
maximum_spend_amount | Float | The maximum amount that can be spend by that specific rewards participant during auto spend. If specified then the amount of the automatic awards spends that will be created will be up to that specified amount, even if the available amount that can be spend is more than the maximum amount. Available from CRM.COM R13.0.0 |
updated_date | Date | The last updated date on which the allow automatic spend setting was updated. |
updated_by_user | Users Object | The User who last updated the allow automatic spend setting. |
authorised_rewards_participating_merchants_set | Set of Rewards Participating Merchants | It defines the list of merchants which are authorised to perform automatic awards spending on that specific rewards participant, considering that those merchants are also allowing automatic awards spendings. If not specified then all rewards participating merchants are considered as authorised Available from CRM.COM R13.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participating merchant |
life_cycle_state | String | The life cycle state of the retrieved rewards participating merchant that can be EFFECTIVE or NOT_EFFECTIVE |
description | String | A description of the retrieved rewards participating merchant |
business_unit | Business Unit Object | The business unit that represents the rewards participating merchant Available from CRM.COM R18.0.0 |
unit | Unit Object | The unit that represents the rewards participating merchant Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
group | Group Object | The group that the rewards participating merchant's unit belongs to Deprecated from CRM.COM R18.0.0 (replaced with business_unit) |
log_information | Log Information Object | The log information of the retrieved rewards participating merchant |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved group |
name | String | The name of the retrieved group |
community_name | String | The name of the community that the retrieved group belongs to |
alternative_code | String | The alternative code of the retrieved group |
unified_code | String | The unified code of the retrieved group Available from CRM.COM R16.2.2 |
description | String | The description of the retrieved group |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
enabled | Boolean | Defines whether the rewards participant is blocked from submitting spend requests |
updated_date | Date | The date on which the rewards participant's blocking state was enabled/disabled |
updated_by_user | Users Object | The user who enabled/disabled the rewards participant's blocking state |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
termination_reason | String | Defines the rewards participant's termination reason. Available values are CUSTOMERREQUEST, FRAUD, DUPLICATION |
termination_date | Date | The date on which the rewards participant was terminated |
terminated_by_user | Users Object | The user who terminated the rewards participant |
replaced_by_rewards_participant | Rewards Participant Object | The Rewards Participant which replaced the terminated Rewards Participant. Applicable and mandatory only when the termination reason is set to DUPLICATION. |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved rewards participant participating reward scheme |
sign_up_on | Date | The date that the rewards participant signed up for that specific reward scheme |
sign_off_on | Date | Available from CRM.COM R9.0.0 The date that the rewards participant signed off from that specific reward scheme |
reference_code | Sting | The unique reference code that was used while signing up to that specific reward scheme. This is available only if it is required by the specific reward scheme Available from CRM.COM R12.7.0 |
sign_up_by_unit | Unit object | The unit that signed up the rewards participant to that specific reward scheme Deprecated from CRM.COM R18.0.0 |
sign_up_by_business_unit | Business Unit object | The business unit that signed up the rewards participant to that specific reward scheme Available from CRM.COM R18.0.0 |
scheme | Reward Scheme Object | The reward scheme that the rewards participant has joint |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward scheme |
name | String | The name of the retrieved reward scheme |
alternative_code | String | The alternative code of the retrieved reward scheme |
description | String | A description of the retrieved reward scheme |
life_cycle_state | String | The life cycle state of the reward scheme which can be EFFECTIVE or NOT_EFFECTIVE |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved wallet |
number | String | The number of the retrieved wallet |
life_cycle_state | String | The life cycle state of the retrieved wallet. Supported values are EFFECTIVE and CANCELLED |
balance | Number | The balance of the retrieved wallet in the wallet's currency |
alternative_balance | Number | The balance of the retrieved wallet in the wallet's alternative currency Available form CRM.COM R14.2.0 |
opening_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's currency. This information is calculated during the latest Wallet Balance per Period process |
opening_alternative_balance | Number | The opening balance of the wallet as this was calculated for the latest and still Open Wallet Balance Period, in wallet's alternative currency. This information is calculated during the latest Wallet Balance per Period process Available form CRM.COM R14.2.0 |
currency | Currency Object | The retrieved wallet's currency |
alternative_currency | Currency Object | The retrieved wallet's alternative currency Available form CRM.COM R14.2.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"D2C2B14EE43E42AA80DFF05CB8E3F635", "rewards_participant_identifier":{"number":"RP0000000086"} }
Response:
{ "data": { "log_information": { "created_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "updated_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "created_date": "2016-09-13T09:47:15", "updated_date": "2016-09-13T09:51:47", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" }, "created_by_user": { "person_name": "MPAdministrator", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" } }, "udf_date_2": null, "udf_date_1": null, "udf_date_4": null, "udf_date_3": null, "participating_schemes_set": [], "number": "RP0000000086", "udf_float_3": null, "udf_float_4": null, "sign_up_on": "2014-09-13T15:00:00", "sign_up_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "currency": { "suffix_symbol": null, "prefix_symbol": "£", "decimal_part_name": null, "code": "GBP", "integer_part_name": null, "id": "9" }, "id": "51D6C9C39B8445D488F67766F3F2AE3A", "udf_float_1": null, "udf_float_2": null, "udf_string_2": "2", "udf_string_3": null, "udf_string_4": null, "udf_string_5": null, "udf_string_1": null, "accounts_receivable": { "number": "ACR0000000010", "name": "ACR0000000010 Joe Rogan", "id": "F98FFAE225DB47B3BDC32E8FDA81ACFC", "life_cycle_state": "ACTIVE", "account_owner": { "company_profile": null, "company_name": null, "name": "Joe Rogan", "last_name": "Rogan", "id": "20798E691E4541B8A078CCB12239B9D4", "life_cycle_state": "FINANCIAL", "middle_name": null, "title": null, "type": "PERSON", "first_name": "Joe", "demographics": { "name_day": { "month": null, "day": null }, "id_number": null, "gender": null, "country_of_residence": { "alternative_code": "IRN", "three_character_code": null, "name": "IRAN (ISLAMIC REPUBLIC OF)", "id": "231", "two_character_code": null }, "date_of_birth": { "month": null, "year": null, "day": null }, "industry_sector": null, "passport_number": null, "industry": null, "social_security_number": null, "id_issued_by_country": null, "passport_issued_by_country": null } } }, "spend_blocking_state": { "updated_date": "Tue Sep 13 09:51:47 EEST 2016", "updated_by_user": { "person_name": "CRM COM", "id": "1", "email": "dev@crm.com", "username": "MPAdministrator" }, "enabled": false }, "udf_string_6": null, "udf_string_7": "7", "access_tokens_set": [], "udf_string_8": null }, "status": { "code": "OK", "description": "", "message": "" } }
POST rewards_participants/calculate_total_awarded_amount
Available from CRM.COM R10.1.0
This method calculates the total awarded amount that was provided to a specific rewards participant and the amount that was awarded by each scheme that the rewards participant participated to. A single rewards participant can be specified in each call.
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
rewards_participant_identifier (mandatory) | Rewards Participant Identifier | The rewards participant for which the awarded amount will be calculated for. The allowed rewards participant identifier fields are the following:
| ||||||||||||
reward_scheme_identifier (optional) | Reward Scheme Identifier | The reward scheme that awarded the calculated amount. If specified then the calculation will include only awards provided by the specified reward scheme. The allowed reward scheme identifier fields are the following:
| ||||||||||||
from_date (optional) | Date | If specified then the calculation will include only awards that were provided on that date or on a date after that date will be | ||||||||||||
to_date (optional) | Date | If specified then the calculation will include only awards that were provided on that date or on a date before that date will be | ||||||||||||
fields_set (optional) | List of Strings, comma separated |
|
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
total_awarded_amount | Number | The total amount that was awarded to the specific rewards participant in rewards participant's currency |
total_awarded_alternative_amount | Number | The total amount that was awarded to the specific rewards participant in rewards participant's alternative currency, if any. Available form CRM.COM R14.2.0 |
from_date | Date | The date that the first award was applied |
to_date | Date | The date that the last award was applied |
currency | Currency object | The reward participant's currency |
alternative_currency | Currency Object | The reward participant's alternative currency Available form CRM.COM R14.2.0 |
reward_scheme_awards_set | Set of Reward Scheme Awards Objects | A list of awards provided by reward schemes that the rewards participant participated to |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
total_awarded_amount | Number | The total amount that was awarded by the specific scheme
|
scheme | Reward Scheme Object | The reward scheme that provided the award |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward scheme |
name | String | The name of the retrieved reward scheme |
alternative_code | String | The alternative code of the retrieved reward scheme |
description | String | A description of the retrieved reward scheme |
life_cycle_state | String | The life cycle state of the reward scheme which can be EFFECTIVE or NOT_EFFECTIVE |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "rewards_participant":{"number":"1"}, "from_date":"2016-03-23T12:00:40", "to_date":"2016-03-29T09:00:00" }
Response:
{ "data": { "from_date": "2016-03-23T13:43:34", "to_date": "2016-03-29T08:57:34", "currency": { "suffix_symbol": null, "prefix_symbol": "£", "decimal_part_name": null, "code": "GBP", "integer_part_name": null, "id": "9" }, "reward_scheme_awards_set": [ { "scheme": { "alternative_code": "SSS", "name": "Sales Scheme", "description": "desc", "id": "3592610A4F01454E97AF71C9E47646FB", "life_cycle_state": "EFFECTIVE" }, "total_awarded_amount": 6 }, { "scheme": { "alternative_code": "MS", "name": "Marketing Scheme", "description": null, "id": "6CAAD517743C4C179251282A5B2B58A6", "life_cycle_state": "EFFECTIVE" }, "total_awarded_amount": 27 } ], "total_awarded_amount": 33 }, "status": { "code": "OK", "description": "", "message": "" } }
- No labels