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Name

Type

Description

id

String

The ID of the retrieved activity

typeStringThe type of the retrieved activity

number

String

The number of the retrieved activity

descriptionStringThe description of the retrieved activity
notesStringThe notes of the retrieved activity

life_cycle_state

String

The life cycle state of the retrieved activity which can be PENDING, IN PROGRESS, COMPLETED

start_dateStringThe date that the activity is created
estimate_completion_timeStringThe time that is estimated to complete the activity, measured in minutes, hours, days, weeks, years
expected_completion_dateStringThe date that the activity is expected to be completed
actual_completed_dateStringThe date that the activity is actually completed
time_to_completionStringThe time that is left up to the expected completion date
time_overdueStringThe time past the expected completion date

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

assigned_toAssign ObjectThe assignment information fo the retrieved activity

contact_information

Contact Information object

The contact information related with the specified activity

classification

Classification object

The classification of the  retrieved activity

credit_rating

Credit Rating object

The credit rating of the  retrieved accounts receivable

billing_address

Address object

The billing address of the  retrieved activity

owned_by_groupGroup objectThe group that is owning the activity
privacy_levelPrivacy level objectThe activity privacy level

log_information

Log Information Object

The log information related with the retrieved activity

activity_typesActivity Types SetThe type information of the retrieved activity
activity_statusesActivity Statuses SetThe status information of the retrieved activity
activity_categoriesActivity Categories SetThe categories information of the retrieved activity

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 classification object response data

Name

Type

Description

id

String

The id of the retrieved classification

name

String

The name of the retrieved classification

alternative_code

String

The alternative code of the retrieved classification

 credit_rating object response data

Name

Type

Description

code

String

The code of the retrieved credit rating

name

String

The name of the retrieved credit rating


 address object response data

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

Name

Type

Description

id

String

The ID of the retrieved address

type

String

The type of the retrieved address which can be

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

postal_code

String

The postal code of the retrieved address

street_name

String

The street name of the retrieved address

street_number

String

The street number of the retrieved address

floor

Integer

The floor of the retrieved address

apartment_number

String

The apartment number of the retrieved address

area

String

The area of the retrieved address

town_city

String

The town / city of the retrieved address

district

String

The district of the retrieved address

municipality         

String

The municipality of the retrieved address

po_box

String

The PO box of the retrieved address

po_box_postal_code

String

The PO box postal code of the retrieved address

care_of

String

The care of person of the retrieved address

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_string_9

String

User Defined Field of type String

udf_string_10

String

User Defined Field of type String

udf_string_11

String

User Defined Field of type String

udf_string_12

String

User Defined Field of type String

udf_string_13

String

User Defined Field of type String

udf_string_14

String

User Defined Field of type String

udf_string_15

String

User Defined Field of type String

udf_string_16

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

country

Country Object

The country of the retrieved address

is_primaryBoolean

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

Available from CRM.COM R15

 

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

Name

Type

Description

id

String

The ID of the retrieved address

type

String

The type of the retrieved address which can be

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

postal_code

String

The postal code of the retrieved address

town_city

String

The town / city of the retrieved address

address_line_1

String

The address line 1

address_line_2

String

 The address line 2

state_province_county

String

The state or province or county of the address.

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_string_9

String

User Defined Field of type String

udf_string_10

String

User Defined Field of type String

udf_string_11

String

User Defined Field of type String

udf_string_12

String

User Defined Field of type String

udf_string_13

String

User Defined Field of type String

udf_string_14

String

User Defined Field of type String

udf_string_15

String

User Defined Field of type String

udf_string_16

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

country

Country Object

The country of the retrieved address

is_primaryBoolean

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

Available from CRM.COM R15

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 group object response data

Name

Type

Description

id

String

The ID of the retrieved group

name

String

The name of the retrieved group

community_name

String

The name of the community that the retrieved group belongs to

alternative_code

String

The alternative code of the retrieved group

unified_codeString

The unified code of the retrieved group

Available from CRM.COM R16.2.2

description

String

The description of the retrieved group

 privacy_level object response data

Name

Type

Description

id

String

The id of the retrieved privacy level

numberStringThe number of the retrieved privacy level

name

String

The name of the retrieved privacy level

hierarchy_level

String

The hierarchy level of the retrieved privacy level

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

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

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

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

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

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

updated_by_unit

Unit Object

The last unit that updated the retrieved record

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

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

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

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

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

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 accounts_receivable_presentment_preference object data response
NameType Description
IdStringThe ID of the retrieved presentment preference
stateStringIndicates if the retrieved presentment preference is active or not. The supported values are ACTIVE or INACTIVE
presentment_preferencePresentment Preference ObjectThe presentment method of the retrieved presentment preference
emailEmail Object

The email related with the presentment preference. This information is available only if the selected presentment method is of type Email

phonePhone Object

The phone related with the presentment preference. This information is available only if the selected presentment method is of type SMS

Referred Objects Response Data

 presentment_preference object response data

Name

Type

Description

id

String

The id of the retrieved presentment method

name

String

The name of the retrieved presentment method

alternative_code

String

The alternative code of the retrieved presentment method

type

Sting

The presentment method type which can be one of the following:

POST, EMAIL, SMS, F2F, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5

From CRM.COM R12.0.0, value F2F is replaced by FACE_TO_FACE.

stateStringThe state of the presentment preference, which can be ACTIVE or INACTIVE
descriptionStringA description of the presentment preference

contact_information

Contact Information Object

The contact information related with the retrieved presentment preference

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 email object response data

Name

Type

Description

id

String

The ID of the retrieved email

type

String

The type of the retrieved email which can be

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

email_address

String

The address of the retrieved email

notesStringThe notes of the retrieved email

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

is_primary

 

Boolean

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

Available from CRM.COM R15

 phone object response data

Name

Type

Description

id

String

The ID of the retrieved phone

type

String

The type of the retrieved phone which can be

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

number

String

The number of the retrieved phone

area_code

String

The area code of the retrieved phone

full_number

String

The full number of the retrieved phone

notesStringThe notes of the retrieved phone

udf_string_1

String

User Defined Field of type String

udf_string_2

String

User Defined Field of type String

udf_string_3

String

User Defined Field of type String

udf_string_4

String

User Defined Field of type String

udf_string_5

String

User Defined Field of type String

udf_string_6

String

User Defined Field of type String

udf_string_7

String

User Defined Field of type String

udf_string_8

String

User Defined Field of type String

udf_float_1

Float

User Defined Field of type Float

udf_float_2

Float

User Defined Field of type Float

udf_float_3

Float

User Defined Field of type Float

udf_float_4

Float

User Defined Field of type Float

udf_date_1

Date

User Defined Field of type Date

udf_date_2

Date

User Defined Field of type Date

udf_date_3

Date

User Defined Field of type Date

udf_date_4

Date

User Defined Field of type Date

country

Country Object

The country of the retrieved phone

is_primaryBoolean

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

Available from CRM.COM R15

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 

 accounts_receivable_payment_preference object response data

Name

Type

Description

id

String

The ID of the retrieved payment preference

account_holder

String

The account holder of the retrieved payment preference

bank_account_number

String

The bank account number of the retrieved payment preference

default

Boolean

Indicates if the retrieved payment preference is the default for the related accounts receivable

stateString

Indicates if the retrieved payment preference is active or not. The supported values are ACTIVE or INACTIVE

Available from CRM.COM R15.0.0

use_for_recurring_payments

Boolean

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

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

 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.

Available from CRM.COM R16.0.0

 opt_in_for_purchases

 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.

Available from CRM.COM R16.0.0

notesString

The notes of the retrieved payment preference object.

Available from CRM.COM R10.1.0

payment_medium_identifierString

The payment medium identifier related with the retrieved payment preference

Available from CRM.COM R11.0.0

iban

String

The international bank account number

Available from CRM.COM R13.1.0

business_identifier_code

String

The business identifier code that identifies the bank

Available from CRM.COM R13.1.0

unique_mandate_reference

Number

The unique reference, which identifies a mandate that was signed by a Debtor for any given Creditor

Available from CRM.COM R13.1.0

mandate_signing_date

Date

The date that the mandate was signed

Available from CRM.COM R13.1.0

mandate_termination_dateDate

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

Available from CRM.COM R13.1.0

payment_preference

Payment Preference Object

The payment preference of the retrieved payment preference

bank_account_type

Bank Account Type Object

The bank account type related with the retrieved payment preference

bank

Bank Object

The bank related with the retrieved payment preference

bank_branch

Bank Branch Object

The bank branch related with the retrieved payment preference

payment_medium_typePayment Medium Type

The payment medium type related with the retrieved payment preference

Available from CRM.COM R11.0.0

payment_medium_brandPayment Medium Brand

The payment medium brand related with the retrieved payment preference

Available from CRM.COM R11.0.0

default_cardPayment Gateway Card Objects

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. 

cards_setSet Payment Gateway Card Objects

The set of all payment gateway cards which are related with the specific accounts receivable payment preference

  Referred Objects Response Data

 payment_preference object response data

Name

Type

Description

id

String

The id of the retrieved payment preference

name

String

The name of the retrieved payment preference

alternative_code

String

The alternative code of the retrieved payment preference

typeSting

The type of the payment preference, such as

  • DIRECT_DEBIT,
  • STRIPE_PAYMENT_GATEWAY,
  • PAYPAL_PAYMENT_GATEWAY,
  • BRAINTREE_PAYMENT_GATEWAY
  • GENERIC_PAYMENT_GATEWAY,
  • CUSTOM_PAYMENT_GATEWAY,
  • WALLET,
  • OTHER,
  • CUSTOM_1,
  • CUSTOM_2,
  • CUSTOM_3,
  • CUSTOM_4,
  • CUSTOM_5

BRAINTREE_PAYMENT_GATEWAY and CUSTOM_PAYMENT_GATEWAY are available from CRM.COM R14.2.0

WALLET available from CRM.COM R17.0.0

descriptionStingThe description of the retrieved payment preference

 

 bank_account_type object response data

Name

Type

Description

id

String

The id of the retrieved bank account type

name

String

The name of the retrieved bank account type

alternative_code

String

The alternative code of the retrieved bank account type

 

 bank object response data

Name

Type

Description

id

String

The id of the retrieved bank

name

String

The name of the retrieved bank

alternative_code

String

The alternative code of the retrieved bank

 

 bank_branch object response data

Name

Type

Description

id

String

The id of the retrieved bank branch

name

String

The name of the retrieved bank branch

alternative_code

String

The alternative code of the retrieved bank branch

 payment_medium_type object response data

Name

Type

Description

id

String

The id of the retrieved payment medium type

name

String

The name of the retrieved payment medium type

alternative_code

String

The alternative code of the retrieved payment medium type

descriptionString

The description  of the retrieved payment medium type

 

 payment_medium_brand object response data

Name

Type

Description

id

String

The id of the retrieved payment medium brand

name

String

The name of the retrieved payment medium brand

alternative_code

String

The alternative code of the retrieved payment medium brand

descriptionString

The description  of the retrieved payment medium brand

 

 payment gateway card object response data

Name

Type

Description

id

String

The id of the retrieved payment gateway card

payment_gateway_reference_number

String

The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card

card_holder_name

String

The card holders name, as provided during the registration of the card
brandString

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

  • Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN
  • Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB
  • Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER
  • Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_monthNumberThe card's expiration month, which can be from 1 to 12
expiration_yearNumberThe card's expiration year which is a 4 digits number
typeString

The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following:

  • Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digitsStringThe last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example **** ***** ***** 4242
consumer_tokenStringThe consumer token

 payment_gateway_cards object response data

Name

Type

Description

default

Boolean

Indicates if the retrieved payment gateway card is the default for the related accounts receivable payment preference

card

Payment Gateway Card Object

The represented payment gateway card

  Referred Objects Response Data

 payment gateway card object response data

Name

Type

Description

id

String

The id of the retrieved payment gateway card

payment_gateway_reference_number

String

The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card

card_holder_name

String

The card holders name, as provided during the registration of the card
brandString

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

  • Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN
  • Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB
  • Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER
  • Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_monthNumberThe card's expiration month, which can be from 1 to 12
expiration_yearNumberThe card's expiration year which is a 4 digits number
typeString

The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following:

  • Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digitsStringThe last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example **** ***** ***** 4242
consumer_tokenStringThe consumer token

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