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CRM Query Language - R15

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Overview

CRMQL stands for CRM.COM Query Language and was developed by CRM.COM for querying information within the system. CRMQL supports specific types of queries which depend on the entity selected in each segment.

CRMQL Syntax

The structure of CRMQL syntax is described below (using regular expressions). In general, a CRMQL query consists of at least one set of criteria, one operator and one value. More than one set can be defined, separated by using AND or OR.

The values of criteria depend on the type of criteria and operator.

Global functions can be used instead of the set of criteria, operators and values.

CRMQL Syntax
(criteria_name operator criteria_value|global_function) ((AND|OR) (criteria_name operator criteria_value|global_function))* 

CRMQL Functions

Global Functions

FunctionParametersResultDescription
only_one(query)CRMQL queryBooleanReturns true if the specified query retrieves only one record; otherwise returns false.
more_than_one(query)CRMQL queryBooleanReturns true if the specified query retrieves more than one record; otherwise returns false.

 

Date Functions

FunctionParametersResultDescription
week_start()noneDateReturns the start of the week.
month_start()noneDateReturns the start of the month.
year_start()noneDateReturns the start of the year.
day_start()noneDate

Returns the start of the day having the time set to 00:00:00.

day_end()noneDateReturns the end of the day having the time set to 23:59:59.
current_date()noneDateReturns the current date and time.
week_end()noneDateReturns the end of the week.
month_end()noneDateReturns the end of the month.
year_end()noneDateReturns the end of the year.
seconds_before(date,seconds)Date, NumberDateReturns the date which is before the specified number of seconds.
minutes_before(date,minutes)Date, NumberDateReturns the date which is before the specified number of minutes.
hours_before(date,hours)Date, NumberDateReturns the date which is before the specified number of hours.
days_before(date,days)Date, NumberDateReturns the date which is before the specified number of days.
weeks_before(date,weeks)Date, NumberDateReturns the date which is before the specified number of weeks.
months_before(date,months)Date, NumberDateReturns the date which is before the specified number of months.
years_before(date,years)Date, NumberDateReturns the date which is before the specified number of years.
seconds_after(date,seconds)Date, NumberDateReturns the date which is after the specified number of seconds.
minutes_after(date,minutes)Date, NumberDateReturns the date which is after the specified number of minutes.
hours_after(date,hours)Date, NumberDateReturns the date which is after the specified number of hours.
days_after(date,days)Date, NumberDateReturns the date which is after the specified number of days.
weeks_after(date,weeks)Date, NumberDateReturns the date which is after the specified number of weeks.
months_after(date,months)Date, NumberDateReturns the date which is after the specified number of months.
years_after(date,years)Date, NumberDateReturns the date which is after the specified number of days.
date_only(date)DateDate Only (time set to 00:00:00)Returns the specified date having the time set to 00:00:00.
current_day()noneIntegerReturns the current day's value (1-31).
current_month()noneIntegerReturns the current month's value (1-12).
current_year()noneIntegerReturns the current year's value ().

 

CRMQL Operators & Possible Values

Global Operators

Global operators are used to check whether a specific value is present within a set of values.

FunctionParametersResultDescription
exist(query)CRMQL queryBooleanReturns true if the specified query retrieves one or more records; otherwise returns false.
not exist(query)CRMQL queryBooleanReturns true if the specified query retrieves zero records, otherwise returns false.

Using Global Operator with Set Data Object

Global operators must be used when a Set of Data Objects is used:

Global operators - Set of Data Object
(criteria_name operator criteria_value|global_function) 
((AND EXIST|OR EXIST| AND NOT EXIST| OR NOT EXIST) (criteria_name operator criteria_value|global_function))* 

 

String Operators

OperatorPossible Values
=value | string field | empty
!=value | string field | empty
<>value | string field | empty
value | string field
>=value | string field
<value | string field
<=value | string field
likevalue
not likevalue
in()(value | string field) ( , (value | string field) )*
not in()(value | string field) ( , (value | string field) )*

 

Numeric Operators

OperatorPossible Values
=value | numeric field | empty
!=value | numeric field | empty
<>value | numeric field | empty
value | numeric field
>=value | numeric field
<value | numeric field
<=value | numeric field
between X and Yvalue | numeric field

 

Date Operators

OperatorPossible Values
=value (dd/mm/yyyy) | date field | date function | empty
!=value (dd/mm/yyyy) | date field | date function | empty
<>value (dd/mm/yyyy) | date field | date function | empty
value (dd/mm/yyyy) | date field | date function
>=value (dd/mm/yyyy) | date field | date function
<value (dd/mm/yyyy) | date field | date function
<=

value (dd/mm/yyyy) | date field | date function

between X and Yvalue (dd/mm/yyyy) | date field | date function

 

Boolean Operators

OperatorPossible Values
=true | false
!=true | false
<>true | false


CRMQL Autocomplete Enable Fields 

Specific fields of objects (type, status, life cycle state) provide users the ability to select values from a pre-populated list. The list is populated after the operator is provided next to an <object.field> expression.

Type

 

Object
Field
Entity to be Populated
contact_informationtypeType name
subscriptiontypeType name
activitytypeType name
jobtypeType name
service_requesttypeType name
payment_gateway_cardtypeType name
paymenttypeType name

 

Status

Object
Field
Entity to be Populated
billstatusStatus name
activitystatusStatus name
jobstatusStatus name
service_requeststatusStatus name


Life Cycle State
 

Object
Field
Entity to be Populated
contact_informationlife_cycle_stateLife cycle state name
subscriptionlife_cycle_stateLife cycle state name
accounts_receivablelife_cycle_stateLife cycle state name
billlife_cycle_stateLife cycle state name
activitylife_cycle_stateLife cycle state name
joblife_cycle_stateLife cycle state name
rewards_participantlife_cycle_stateLife cycle state name
service_requestlife_cycle_stateLife cycle state name
payment_gateway_requestlife_cycle_stateLife cycle state name
buy_in_advance_requestlife_cycle_stateLife cycle state name


CRMQL Main Data Objects

contact_information


 

FieldType
typeString
life_cycle_stateString
nameString
first_nameString
middle_nameString
last_nameString

category

(name)

String
genderString
birthday_date

Date

The birthday date of the contact information as defined by the combination or the day of birth, month of birth and year of birth, for example if the birthday is set on 24/04/1985 then if this tag is used within 2018 then this tag should retrieve 24/04/1985

birthday_current_year_date

Date

The birthday date within the current year, for example if the birthday is set 24/04/1985 then if this tag is used within 2018 then this tag should retrieve 24/04/2018

day_of_birthNumber
month_of_birthNumber
year_of_birthNumber
name_day_date

Date

The name day date within the current year, for example if the name day is 24/04 then if this tag is used within 2018 then this tag should retrieve 24/04/2018

name_day_dayNumber
name_day_monthNumber

industry

(name)

String

industry_sector

(name)

String
udf_string_1 - udf_string_16String
udf_float_1 - udf_float_8Float
udf_date_1 - udf_date_8Date
address

Set Data Object

phoneSet Data Object
emailSet Data Object
accounts_receivableSet Data Object
activitySet Data Object

consent_statE

String

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

  • PENDING
  • ACCEPTED
  • REJECTED
  • WITHDRAWN

consent_updated_date

Date

created_date

Date

updated_date

Date

owned_by_group

Set Data Object

send_direct_ marketing_material

Boolean

send_affiliate_ marketing_material

Boolean

kyc_profile

String

The KYC profile name

kyc_profile_expiration_date

Date

kyc_profile_state

String

The KYC profile's life cycle state. Available values are: PENDING_VERIFICATION, VERIFIED, REFUTE, EXPIRED

 

 

 

 contact_information reference data objects

address

Field

Type

type

String

postal_code

String

street_name

String

area

String

town

String

district

String

municipality

String

country

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

phone

Field

Type

type

String

area_code

String

full_number

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

email

Field

Type

type

String

email

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

subscription


 

FieldType

type

(name)

String

type_classification

String

life_cycle_stateString
numberString
is_free

Boolean

accounts_receivableSingle Data Object
billing_termsSingle Data Object
subscription_locationSingle Data Object
billing_addressSingle Data Object
serviceSet Data Object
installed_itemSet Data Object
owned_by_groupSet Data Object

closest_service_rated_up_to_date

Date

applied_processSet Data Object
udf_string_1 - udf_string_8String
udf_float_1 - udf_float_8Float
udf_date_1 - udf_date_8Date

 

 

 

 subscription reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_8String
udf_float_1 - udf_float_8Float
udf_date_1 - udf_date_8Date


billing_terms

Field

Type

unified_number

 String

scheme_name

 String

price_plan_name

 String

billing_method

 String

frequency

 String

cycle_day

 Number

binding_period

 String

binding_start_date

 Date

binding_end_date

 Date

agreement_date

 Date

effective_date

 Date

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

subscription_location

Field

Type

type

String

postal_code

String

street_name

String

area

String

town

String

district

String

municipality

String

country

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

billing_address

Field

Type

type

String

postal_code

String

street_name

String

area

String

town

String

district

String

municipality

String

country

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

service

Field

Type

product

(code)

Single Data Object

life_cycle_state

String

life_cycle_state_start_date

Date

date_added

Date

date_removed

Date

rated_up_to_dateDate
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
rated_up_to_dateDate
 service reference data objects

product

Field

Type

type

 String


installed_item

Field

Type

serial_number

String

product

(code)

Single Data Object

date_added

Date

date_removed

Date

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
 installed_item reference data objects

product

Field

Type

type

 String

applied_process

Field

Type

name

String

applied_date

Date 

 

accounts_receivable


 

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber
contact_informationSingle Data Object
subscriptionSet Data Object
billSet Data Object

classification

(name)

String
credit_limit_statusString
primary_accountBoolean
billing_addressSingle Data Object
payment_preferenceSet Data Object
wallet

Single Data Object

Note: Only refers to 'Effective' wallets

parent_account

Single Data Object

 

presentment_preference

Set Data Object

 

assets

 

Set Data Object

 

owned_by_group

Set Data Object

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_8String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

 

 

 accounts_receivable reference data objects

contact_information

FieldType
typeString
life_cycle_stateString
nameString
first_nameString
middle_nameString
last_nameString

category

(name)

String
genderString
day_of_birthNumber
month_of_birthNumber
year_of_birthNumber
birthday_date

Date

birthday_current_year_date

Date

name_day_dayNumber
name_day_monthNumber

industry

(name)

String

industry_sector

(name)

String
address

Set Data Object

phoneSet Data Object
emailSet Data Object
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
 contact_information reference data objects

address

Field

Type

type

String

postal_code

String

street_name

String

area

String

town

String

district

String

municipality

String

country

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

phone

Field

Type

type

String

area_code

String

full_number

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

email

Field

Type

type

String

email

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

subscription

FieldType

type

(name)

String
life_cycle_stateString
numberString
billing_termsSingle Data Object
subscription_locationSingle Data Object
serviceDynamic Data Object
installed_itemDynamic Data Object
applied_processSet Data Object
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
  
 subscription reference data objects

billing_terms

Field

Type

unified_number

 String

scheme_name

 String

price_pan_name

 String

billing_method

 String

frequency

 String

cycle_day

 Number

binding_period

 String

binding_start_date

 Date

binding_end_date

 Date

agreement_date

 Date

effective_date

 Date

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

subscription_location

Field

Type

type

String

postal_code

String

street_name

String

area

String

town

String

district

String

municipality

String

country

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

service

Field

Type

product

(code)

Single Data Object

life_cycle_state

String

life_cycle_state_start_date

Date

date_added

Date

date_removed

Date

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
 service reference data objects

product

Field

Type

type

 String

 

installed_item

Field

Type

serial_number

String

product

(code)

Single Data Object

date_added

Date

date_removed

Date

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
 installed_item reference data objects

product

Field

Type

type

 String

applied_process

Field

Type

name

String

applied_date

Date 

bill

Field
Type
numberString
classificationString
life_cycle_stateString
from_dateDate
to_dateDate
due_dateDate
total_credit_amountNumber
total_debit_amountNumber
total_billed_amountNumber
total_amount_to_be_paidNumber
outstanding_amountNumber
unsettled_amountNumber
statusString
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
  

billing_address

Field

Type

type

String

postal_code

String

street_name

String

area

String

town

String

district

String

municipality

String

country

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

presentment_preference

FieldType
presentment_methodString

active

Boolean

wallet

This information only refers to 'Effective' wallets.

FieldType
numberNumber

balance

Number
estimated_consumption_daysNumber
estimated_consumption_dateNumber
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

assets

FieldType

product

(code)

Single Data Object


 assets reference data objects

product

Field

Type

type

 String

 

bill


 

FieldType
numberString
accounts_receivableSingle Data Object
classificationString
life_cycle_stateString
from_dateDate
to_dateDate
due_dateDate
total_credit_amountNumber
total_debit_amountNumber
total_billed_amountNumber
total_amount_to_be_paidNumber
outstanding_amountNumber
unsettled_amountNumber
statusString
communication_queueSet Data Object
udf_string_1 - udf_string_8String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

 

 

 bill reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

communication_queue

FieldType
external_systemString
life_cycle_stateString
directionString
mediaString
categoryString
created_dateDate
error_codeString

 

activity 

 


 

FieldType
numberString

type

(name)

String

status

(name)

String

category

(name)

String
life_cycle_stateString
contact_informationSingle Data Object
start_dateDate
estimated_completion_dateDate
actual_completion_dateDate
serviceSet Data Object

owned_by_group

Set Data Object
udf_string_1 - udf_string_16String
udf_float_1 - udf_float_10Float
udf_date_1 - udf_date_10Date

 

 

 

 activity reference data objects

contact_information

FieldType
typeString
life_cycle_stateString
nameString
first_nameString
middle_nameString
last_nameString

category

(name)

String
genderString
day_of_birthNumber
month_of_birthNumber
year_of_birthNumber
birthday_date

Date

birthday_current_year_date

Date

name_day_dayNumber
name_day_monthNumber

industry

(name)

String

industry_sector

(name)

String
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

service

FieldType

product

(code)

String
date_addedDate

 

job

 


 

FieldType
numberString

type

(name)

String

status

(name)

String

category

(name)

String
life_cycle_stateString
accounts_receivableSingle Data Object
subscription

Single Data Object

 

start_dateDate
estimated_completion_dateDate
actual_completion_dateDate
expiration_date

Date

 

physical_goodSet Data Object
expenseSet Data Object
subscription_physical_good

Set Data Object

 

subscription_service

Set Data Object

 

subscription_expense

Set Data Object

 

billing_termsSet Data Object

owned_by_group

Set Data Object
udf_string_1 - udf_string_16String
udf_float_1 - udf_float_8Float
udf_date_1 - udf_date_8Date

 

 job reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

physical_good

FieldType

product

(code)

Single Data Object
date_addedDate
 physical_good reference data objects

product

Field

Type

type

 String

 

expense

FieldType
serial_numberString

product

(code)

String
date_addedDate


subscription_physical_good

FieldType

product

(code)

Single Data Object
date_addedDate
 subscription_physical_good reference data objects

product

Field

Type

type

 String

 

subscription_service

FieldType

product

(code)

String
date_addedDate


subscription_expense

FieldType

product

(code)

String
date_addedDate


billing_terms

FieldType
unified_number String
scheme_name String
price_pan_name String
agreement_date Date
effective_date Date
expiration_date Date

 

rewards_participant 

 


 

FieldType
numberString
accounts_receivableSingle Data Object
sign_up_dateDate

sign_up_unit

(name)

String
participating_reward_schemeSet Data Object

owned_by_group

Set Data Object

life_cycle_state

String
udf_string_1 - udf_string_8String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

 

 rewards participant reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean

wallet

Single Data Object

Note: Only refers to 'Effective' wallets

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
 accounts receivable reference data objects

wallet

 

This information only refers to 'Effective' wallets.

FieldType
numberNumber

balance

Number
estimated_consumption_daysNumber
estimated_consumption_dateNumber
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

participating_reward_scheme

Field

Type

name

String

alternative_code

String

sign_up_date

Date

sign_up_unit

(name)

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

award_reward_transaction 

 


 

FieldType
numberString
rewards_participantSet Data Object
submitted_dateDate

amount

Number
reward_offerSingle Data Object

 

 

 

 award reward transaction reference data objects

rewards_participant

FieldType
numberString
sign_up_dateDate

sign_up_unit

(name)

String
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

reward_offer

Field

Type

number

String

name

String

alternative_code

String

scheme

(name)

String

type

(name)

String

udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

spend_reward_transaction 

 


 

FieldType
numberString
rewards_participantSet Data Object

total_amount

Number
submitted_dateDate

submitted_by_unit

(name)

String

 

 

 spend reward transaction reference data objects

rewards_participant

FieldType
numberString
sign_up_dateDate

sign_up_unit

(name)

String
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

leads

 


 

Field
Type
start_dateDate

expected_completion_date

Date
actual_completion_dateDate

owned_by_group

Set Data Object
accounts_receivable_nameSingle Data Object
accounts_receivable_numberSingle Data Object
numberString

type

(name)

String

status

(name)

String

category

(name)

String
life_cycle_stateString
importance_levelString
priority_levelString

source_type

(name)

String
source_nameString

product_of_interest.code

(code)

String

product_type_of_interest.name

(name)

String

product_family_of_interest.name

(name)

String

product_brand_of_interest.name

(name)

String

subscription_package_name

(name)

String
team.usernameString
team.emailString

competitor.name

(name)

String
udf_date_1 - udf_date_8Date
udf_float_1 - udf_float_8Float
udf_string_1 - udf_string_26String

 

service_request

 


 

FieldType
numberString

type

(name)

String

status

(name)

String

category

(name)

String

classification

(name)

String
life_cycle_stateString
accounts_receivableSingle Data Object
urgency_levelString
impact_levelString
priority_levelString
start_dateDate
estimated_completion_dateDate
actual_completion_dateDate
response_dateDate
response_categoryString
temporary_resolution_categoryString
temporary_resolved_byString
temporary_resolution_dateDate
temporary_resolution_accepted_byString
final_resolution_categoryString
final_resolution_resolved_byString
final_resolution_accepted_byString
final_resolution_dateDate
physical_goodSet Data Object
servicesSet Data Object

owned_by_group

Data Object
udf_string_1 - udf_string_16String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_12Date

 

 

 

 service_request reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

physical_good

FieldType
serial_numberString

product

(code)

String
date_addedDate
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

services

FieldType

product

(code)

String
date_addedDate
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

payment_gateway_card 


FieldType

payment_gateway_provider

(name)

String
expiration_monthNumber
expiration_dateNumber
brandString
typeString
address_line_1_check_resultString
address_zip_check_resultString
security_code_check_resultString
created_dateDate
updated_dateDate
defaultBoolean

used_for_recurring_payments

Boolean


 

Only the cards which are related with an accounts receivable payment preference which is used for recurring payments are retrieved. 

 

payment_gateway_request


FieldType

payment_gateway_provider

(name)

String
life_cycle_stateString

process_run

(number)

String
created_dateDate

 

payment


FieldType
numberString
reference_numberString

type

(name)

String

payment_method

(name)

String

category

(name)

String
posted_dateDate
amountNumber
accounts_receivableSingle Data Object
voucherSingle Data Object
communicationSet Data Object
udf_string_1 - udf_string_8String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

 

 

 payment reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

voucher

FieldType

type

(name)

String

lot

(number)

String
valueNumber
life_cycle_stateString
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date
  

communication

FieldType
directionString

media

String
categoryString
life_cycle_stateString
created_dateDate
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

 

 

Only 'Posted' payments are retrieved.

 

buy_in_advance_request


FieldTypeAdditional information
numberString 
durationNumber 
duration_unit_of_time

String

Supported values are DAYS, WEEKS, MONTHS, YEARS

 
created_dateDate 
billing_effective_dateDate 
expiration_dateDate 
billing_state

String

 

As from CRM.COM R9.0.0 billing_state is replaced by rating_state but remains available for backwards compatibility. The logic is updated to work based on rating_state logic.

rating_state

StringReplaces binding_state
life_cycle_stateString 
subscriptionSet Data Object 
udf_string_1 - udf_string_8String 
udf_float_1 - udf_float_4Float 
udf_date_1 - udf_date_4Date 

 

 

 

 buy_in_advance_request reference data objects

subscription

Field
Type

type

(name)

String
life_cycle_stateString
numberString
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

wallet


FieldType
numberString
estimated_consumption_daysNumber
estimated_consumption_dateDate
estimated_consumption_as_of_dateDate
balanceNumber
alternative_balance

Number

opening_balanceNumber
opening_alterntive_balance

Number

opening_balance_dateDate
life_cycle_stateString
last_transaction_dateDate (The date that the last transaction was created)
udf_string_1User Defined Field 1 of type String
udf_string_2User Defined Field 2 of type String
udf_string_3User Defined Field 3 of type String
udf_string_4User Defined Field 4 of type String
udf_string_5User Defined Field 5 of type String
udf_string_6User Defined Field 6 of type String
udf_string_7User Defined Field 7 of type String
udf_string_8User Defined Field 8 of type String
udf_float_1User Defined Field 1 of type Float
udf_float_2User Defined Field 2 of type Float
udf_float_3User Defined Field 3 of type Float
udf_float_4User Defined Field 4 of type Float
udf_date_1User Defined Field 1 of type Date
udf_date_2User Defined Field 2 of type Date
udf_date_3User Defined Field 3 of type Date
udf_date_4User Defined Field 4 of type Date

 

 

 

 wallet reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

wallet_transaction


FieldType

type

(name)

String
numberString
amountNumber
alternative_amount

Number

extra_added_amountNumber
extra_added_alternative_amount

Number

life_cycle_stateString
caused_by_entityString
walletData Object
initiated_currency

Data Object

udf_string_1 - udf_string_20String
udf_float_1 - udf_float_12Float
udf_date_1 - udf_date_12Date

 

 

 

 wallet_transaction reference data objects

wallet

FieldType
numberString

initiated_currency

FieldType
codeString

 

write_off


FieldType

type

(name)

String

category

(name)

String
numberString
life_cycle_stateString
issued_onDate
posted_onDate
total_amountNumber
accounts_receivableData Object

 

 

 

 write_off reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

credit_note


FieldType

type

(name)

String

category

(name)

String
numberString
life_cycle_stateString
discount_amountNumber
vat_amountNumber
tax_amountNumber
net_amountNumber
total_amountNumber
issued_onDate
posted_onDate
accounts_receivableData Object
udf_string_1 - udf_string_8String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

 credit_note reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

invoice


FieldType

type

(name)

String

category

(name)

String
numberString
life_cycle_stateString
discount_amountNumber
vat_amountNumber
tax_amountNumber
net_amountNumber
total_amountNumber
outstanding_amountNumber
unsettled_amountNumber
issued_onDate
posted_onDate
due_onDate
accounts_receivableDate Object
udf_string_1 - udf_string_8String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

 

 

 invoice reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

invoice_cancellation


FieldType

type

(name)

String

category

(name)

String
numberString
life_cycle_stateString
issued_onDate
posted_onDate
total_amountNumber
accounts_receivableData Object

 

 

 

 invoice_cancellation reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

 

 

payment_cancellation 


FieldType

type

(name)

String

category

(name)

String
numberString
life_cycle_stateString
issued_onDate
posted_onDate
payment_amountNumber
accounts_receivableData Object

 

 

 

 payment_cancellation reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

refund


FieldType

type

(name)

String

category

(name)

String

refund_method

(name)

String
numberString
life_cycle_stateString
refund_amountNumber
issued_onDate
posted_onDate
processed_by_payment_gatewayString
payment_gateway_reference_numberString
accounts_receivableData Object

 

 

 refund reference data objects

accounts_receivable

FieldType
numberString
nameString
life_cycle_stateString
balanceNumber
outstanding_amountNumber

classification

(name)

String
credit_limit_statusString
primary_accountBoolean

is_parent_account

Boolean

is_partner_account

Boolean
udf_string_1 - udf_string_4String
udf_float_1 - udf_float_4Float
udf_date_1 - udf_date_4Date

 

subscription_action


 

Field
Type

number

String
subscription_numberString
typeString
sub_typeString
behavior_codeString
classification_codeString
executed_dateDate
scheduled_dateDate
udf_string_1User Defined Field 1 of type String
udf_string_2User Defined Field 2 of type String
udf_string_3User Defined Field 3 of type String
udf_string_4User Defined Field 4 of type String
udf_string_5User Defined Field 5 of type String
udf_string_6User Defined Field 6 of type String
udf_string_7User Defined Field 7 of type String
udf_string_8User Defined Field 8 of type String
udf_float_1User Defined Field 1 of type Float
udf_float_2User Defined Field 2 of type Float
udf_float_3User Defined Field 3 of type Float
udf_float_4User Defined Field 4 of type Float
udf_date_1User Defined Field 1 of type Date
udf_date_2User Defined Field 2 of type Date
udf_date_3User Defined Field 3 of type Date
udf_date_4User Defined Field 4 of type Date

 

 

 

 

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