POST customer_events/financial_achievements/list

Deprecated from CRM.COM R15.0.0 onwards. This functionality will be provided through achievement customer events

Available from CRM.COM R10.0.0

This method returns information related with financial achievements customer events. Multiple financial achievements customer events are returned by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

rewards_participant_identifier

(semi-optional)

Rewards Participant IdentifierThe identifier of the rewards participant related with the customer events that should be retrieved. The allowed rewards participant identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the rewards participant

number

(semi-optional)

String

The number of the rewards participant

access_token_identifier

(semi-optional)

Access Token Identifier

The identifier of the access token which is related with the rewards participant. Only effective access tokens can be used to identify a rewards participant. The allowed access token identifier fields are the following:

Name

Type

Description

authentication_code

(semi-optional)

String

The authentication code of the access token

identifier

(semi-optional)

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

pass_code

(mandatory on conditions)

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

one_time_password

(semi-optional)

Integer

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

Available from CRM.COM R13.0.0

accounts_receivable_identifier

(semi-optional)

Accounts Receivable Identifier  

The identifier of the accounts receivable related with the customer events that should be retrieved. The allowed accounts receivable identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

classification_identifier

(semi-optional)

Customer Event Classification Identifier

The identifier of the classification related with the customer events that should be retrieved. Only financial achievement classifications are allowed to be specified. The allowed customer event classification identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the customer event classification

name

(semi-optional)

String

The name of the customer event classification

alternative_code

(semi-optional)

String

The alternative code of  the customer event classification

submitted_after_date

(optional)

Date

if specified then information related with financial achievements customer events that was submitted after the specified date should be retrieved

Available from CRM.COM R12.2.0

submitted_before_date

(optional)

Date

if specified then information related with financial achievements customer events that was submitted before the specified date should be retrieved

Available from CRM.COM R12.2.0

number_of_results

(optional)

Number

The number of results that can be retrieved through each call

Available from CRM.COM R13.0.0

offset

(optional)

Number

Defines the number of entities that should be skipped from the results. If it is set to 0 then none results should be skipped, otherwise the results will begin from the provided offset number

Available from CRM.COM R13.0.0

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. Multiple parameters are allowed to be specified.

Response Data

Name

Type

Description

id

String

The ID of the retrieved financial achievement customer event

number

String

The number of the retrieved financial achievement customer event

typeStringThe type of the retrieved financial achievement customer event which in this case is set to FINANCIAL_ACHIEVEMENT
life_cycle_stateStringThe life cycle state of the customer event which can be POSTED or CANCELLED
performed_onDateThe date that the customer event was actually performed
descriptionStringA description of the customer event
payment_medium_identifierStringThe payment medium identifier of the customer event
amountNumber

The financial achievement customer event's amount

Available from CRM.COM R11.0.0

process_immediatelyBooleanDefines if the customer event was processed immediately by various business processes or not
external_systemString

Defines the third party system that generated the customer event

external_system_reference_numberString

Defines the unique reference number of the customer event in the external system

Available from CRM.COM R10.1.0

total_awarded_amountNumber

The total amount that was awarded for the customer event in system currency

Available from CRM.COM R13.1.0

total_awarded_alternative_amountNumber

The total amount that was awarded for the customer event in the alternative currency.

Available from CRM.COM R14.2.0

udf_string_1String

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

classificationCustomer Event Classification ObjectThe classification of the customer event
productProduct ObjectThe product of the customer event.
payment_medium_typePayment Medium Type ObjectThe payment medium type of the customer event
payment_medium_brandPayment Medium Brand ObjectThe payment medium brand of the customer event
accounts_receivableAccounts receivable ObjectThe related accounts receivable
performed_by_unitUnit ObjectThe unit that initiated the customer event

log_information

Log Information Object

The log information related with the retrieved invoice

award_reward_transactions_setSet of Award Reward Transaction ObjectThe award reward transactions that were created as a result of the financial achievement customer event

Referred Objects Response Data

 customer event classification object response data

Name

Type

Description

id

String

The id of the retrieved customer event classification

name

String

The name of the retrieved customer event classification

alternative_code

String

The alternative code of the retrieved customer event classification

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

alternative_code

String

The alternative code of product

description

String

The description of product

priority_levelInteger

The priority level of the product

Available from CRM.COM R12.3.0

global_rateGlobal Rate Object

The global rate of the retrieved product

Available from CRM.COM R15.0.0

product_typeProduct type objectThe type of the product

Referred Objects Response Data

 product_type object data response
NameType Description
IdStringThe ID of the retrieved product type
nameStringThe Name of the retrieved product type
alternative_codeStringThe Alternative Code of the retrieved product type
descriptionStringThe Description of the retrieved product type
classificationStringThe Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS
service_typeStringThe Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE
physical_good_typeStringThe physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE
composition_methodStringThe Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE
used_for_provisioningBooleanThe flag shows if the retrieved product type is used for provisioning
udr_typeUsage Detail Record TypeThe UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE
meter_reading_typeMeter Reading Type

The Meter Reading type related with the product type. This is applicable only for traceable physical goods

Available from CRM.COM R14.0.0

Referred Objects Response Data

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

Referred Objects Response Data

 unit_of_measurement object response data

Name

Type

Description

idStringThe identifier of the Unit of measurement

name

String

The name of the Unit of measurement

description

String

The description of the Unit of measurement

alternative_codeStringThe alternative code of the Unit of measurement

 

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

Referred Objects Response Data

 unit_of_measurement object response data

Name

Type

Description

idStringThe identifier of the Unit of measurement

name

String

The name of the Unit of measurement

description

String

The description of the Unit of measurement

alternative_codeStringThe alternative code of the Unit of measurement

 global rate object response data

Name

Type

Description

id

String

The ID of the retrieved rate

rate_model

String

The price plan rate model which can be one of the following:

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

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

global_base_amountNumber

The base price of the product in the Global Price Plan

base_rate_applied_perString

The value for 'Base Rate Applied per'

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

  • Period
  • Period_Item
uotString

The 'UOT' applicable for the rate

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

Available for one-time services

time_periodTime Period Object

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

uomString

The 'UOM' applicable for the rate

Available when the product type is of Usage Service Classification 

Referred Objects Response Data

 period object response data

Name

Type

Description

time_period_valueNumber

The time period value

time_period_uot

String

The time period unit of time. The supported values are the following:

MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

 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

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

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

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 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

 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

 award reward transaction object response data

Name

Type

Description

id

String

The ID of the retrieved award reward transaction

number

String

The number of the retrieved award reward transaction

amountNumberThe amount that was awarded by the retrieved award reward transaction in rewards participant's currency
alternative_amountNumber

The amount that was awarded by the retrieved award reward transaction in rewards participant's alternative currency

Available from CRM.COM R14.2.0

life_cycle_stateStringThe life cycle state of the retrieved award reward transaction which can be POSTED or CANCELLED
contribution_percentageNumber

The rewards participating merchant's contribution percentage for the retrieved reward award transaction

Available from CRM.COM R10.1.0

initiated_currencyCurrency Object

The currency in which the reward award transaction was initially created in

Available from CRM.COM R14.2.0

currency_rate_periodCurrency Rate Period Object

The currency rate period of the Reward Award Transaction

Available from CRM.COM R10.0.0

accounts_receivableAccounts Receivable Object

The accounts receivable related with the retrieved award reward transaction

Available from CRM.COM R17.0.0

rewards_participantReward Participant Object

The rewards participant related with the retrieved award reward transaction

Deprecated from CRM.COM R17.0.0

Referred Objects Response Data

 currency object response data

Name

Type

Description

id

String

The ID of the retrieved currency

code

String

The code of the retrieved currency

prefix_symbolStringThe prefix symbol for the specified currency

suffix_symbol

StringThe suffix symbol for the specified currency
life_cycle_stateString

The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE

Available from CRM.COM R14.0.0

integer_part_nameStringThe integer part name for the specified currency
decimal_part_nameStringThe decimal part name for the specified currency

 currency rate period object response data

Name

Type

Description

id

String

The ID of the retrieved currency rate period

rateNumberThe exchange rate of the currency rate period
inverse_rateNumberThe inverse exchange rate of the currency rate period
from_dateDateThe date from which the exchange rate is valid
to_dateDateThe date until which the exchange rate is valid
currencyCurrency ObjectThe Currency with which the returned exchange rate information refers to

Referred Objects Response Data

 currency object response data

Name

Type

Description

id

String

The ID of the retrieved currency

code

String

The code of the retrieved currency

prefix_symbolStringThe prefix symbol for the specified currency

suffix_symbol

StringThe suffix symbol for the specified currency
life_cycle_stateString

The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE

Available from CRM.COM R14.0.0

integer_part_nameStringThe integer part name for the specified currency
decimal_part_nameStringThe decimal part name for the specified currency

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

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

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 rewards participant object response data

Name

Type

Description

id

String

The ID of the retrieved reward participant

number

String

The number of the retrieved reward participant

life_cycle_stateString

The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED.

Available from CRM.COM R12.0.0

accounts_receivableAccounts receivable objectThe accounts receivable owned by the reward participant

Referred Objects Response Data

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

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

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

Examples

 Example 1

HTTP Method: POST

 

Request:


Body:

{
"token":"{{token}}",
"accounts_receivable_identifier":{"number":"ACR0000000069"},
"classification_identifier":{"alternative_code":"FA"}
}

 

Response:

 {
  "data": [
    {
      "external_system_reference_number": null,
      "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": "2016-07-21T11:24:56",
        "updated_date": "2016-07-21T11:24:56",
        "updated_by_user": {
          "person_name": "MPAdministrator",
          "id": "1",
          "username": "MPAdministrator"
        },
        "created_by_user": {
          "person_name": "MPAdministrator",
          "id": "1",
          "username": "MPAdministrator"
        }
      },
      "payment_medium_brand": {
        "alternative_code": "V",
        "name": "VISA",
        "description": null,
        "id": "02DEEA7F35B8413E9C017600653C1223"
      },
      "description": "Testing creation of financial achievement customer event through API",
      "udf_date_2": null,
      "type": "FINANCIAL_ACHIEVEMENT",
      "udf_date_1": null,
      "udf_date_4": null,
      "udf_date_3": null,
      "number": "57",
      "udf_float_3": null,
      "udf_float_4": null,
      "award_reward_transactions_set": null,
      "id": "B8A73C74B2E7417F8B7159CF2BB036F3",
      "udf_float_1": null,
      "udf_float_2": null,
      "udf_string_2": null,
      "udf_string_3": null,
      "udf_string_4": null,
      "amount": null,
      "product": null,
      "udf_string_5": null,
      "udf_string_1": null,
      "accounts_receivable": {
        "number": "ACR0000000069",
        "name": "ACR0000000069 Polina Kestora",
        "id": "8C1E866074D743EE834E910A28C1E582",
        "life_cycle_state": "ACTIVE",
        "account_owner": {
          "company_profile": null,
          "company_name": null,
          "name": "Polina Kestora",
          "last_name": "Kestora",
          "id": "F038161F36C845B98CEE7361A8C92157",
          "life_cycle_state": "FINANCIAL",
          "middle_name": null,
          "title": null,
          "type": "PERSON",
          "first_name": "Polina",
          "demographics": {
            "name_day": {
              "month": 7,
              "day": 21
            },
            "id_number": "112233",
            "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": 3,
              "year": 1988,
              "day": 4
            },
            "industry_sector": null,
            "passport_number": null,
            "industry": null,
            "social_security_number": null,
            "id_issued_by_country": null,
            "passport_issued_by_country": null
          }
        }
      },
      "life_cycle_state": "POSTED",
      "performed_on": "2016-06-28T15:00:00",
      "classification": {
        "alternative_code": "FA",
        "name": "Financial Achievement 1",
        "id": "39031C33C1AC4FB79140B27D1614CD6A"
      },
      "process_immediately": false,
      "payment_medium_type": {
        "alternative_code": "CC",
        "name": "CREDIT CARD",
        "description": null,
        "id": "68FAF1F833194091967F86B1AA352129"
      },
      "payment_medium_identifier": "PI000002",
      "udf_string_6": null,
      "udf_string_7": null,
      "performed_by_unit": {
        "alternative_code": "adminunit",
        "group_name": "Main Group",
        "community_name": "Community",
        "name": "Admin Unit",
        "description": "admin unit",
        "id": "1"
      },
      "udf_string_8": null,
      "external_system": null
    },
    {
      "external_system_reference_number": null,
      "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": "2016-10-07T08:59:11",
        "updated_date": "2016-10-07T08:59:26",
        "updated_by_user": {
          "person_name": "MPAdministrator",
          "id": "1",
          "username": "MPAdministrator"
        },
        "created_by_user": {
          "person_name": "MPAdministrator",
          "id": "1",
          "username": "MPAdministrator"
        }
      },
      "payment_medium_brand": null,
      "description": null,
      "udf_date_2": null,
      "type": "FINANCIAL_ACHIEVEMENT",
      "udf_date_1": null,
      "udf_date_4": null,
      "udf_date_3": null,
      "number": "92",
      "udf_float_3": null,
      "udf_float_4": null,
      "award_reward_transactions_set": null,
      "id": "328B8B0AF30041169B889F4A39D774B7",
      "udf_float_1": null,
      "udf_float_2": null,
      "udf_string_2": null,
      "udf_string_3": null,
      "udf_string_4": null,
      "amount": 10,
      "product": null,
      "udf_string_5": null,
      "udf_string_1": null,
      "accounts_receivable": {
        "number": "ACR0000000069",
        "name": "ACR0000000069 Polina Kestora",
        "id": "8C1E866074D743EE834E910A28C1E582",
        "life_cycle_state": "ACTIVE",
        "account_owner": {
          "company_profile": null,
          "company_name": null,
          "name": "Polina Kestora",
          "last_name": "Kestora",
          "id": "F038161F36C845B98CEE7361A8C92157",
          "life_cycle_state": "FINANCIAL",
          "middle_name": null,
          "title": null,
          "type": "PERSON",
          "first_name": "Polina",
          "demographics": {
            "name_day": {
              "month": 7,
              "day": 21
            },
            "id_number": "112233",
            "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": 3,
              "year": 1988,
              "day": 4
            },
            "industry_sector": null,
            "passport_number": null,
            "industry": null,
            "social_security_number": null,
            "id_issued_by_country": null,
            "passport_issued_by_country": null
          }
        }
      },
      "life_cycle_state": "POSTED",
      "performed_on": "2016-10-07T08:59:11",
      "classification": {
        "alternative_code": "FA",
        "name": "Financial Achievement 1",
        "id": "39031C33C1AC4FB79140B27D1614CD6A"
      },
      "process_immediately": false,
      "payment_medium_type": null,
      "payment_medium_identifier": null,
      "udf_string_6": null,
      "udf_string_7": null,
      "performed_by_unit": {
        "alternative_code": "adminunit",
        "group_name": "Main Group",
        "community_name": "Community",
        "name": "Admin Unit",
        "description": "admin unit",
        "id": "1"
      },
      "udf_string_8": null,
      "external_system": null
    },
    {
      "external_system_reference_number": null,
      "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": "2016-10-07T09:12:36",
        "updated_date": "2016-10-07T09:12:52",
        "updated_by_user": {
          "person_name": "MPAdministrator",
          "id": "1",
          "username": "MPAdministrator"
        },
        "created_by_user": {
          "person_name": "MPAdministrator",
          "id": "1",
          "username": "MPAdministrator"
        }
      },
      "payment_medium_brand": null,
      "description": null,
      "udf_date_2": null,
      "type": "FINANCIAL_ACHIEVEMENT",
      "udf_date_1": null,
      "udf_date_4": null,
      "udf_date_3": null,
      "number": "93",
      "udf_float_3": null,
      "udf_float_4": null,
      "award_reward_transactions_set": null,
      "id": "2DA40D40C50145FD898F73CB33F9EAE3",
      "udf_float_1": null,
      "udf_float_2": null,
      "udf_string_2": null,
      "udf_string_3": null,
      "udf_string_4": null,
      "amount": 11.3,
      "product": null,
      "udf_string_5": null,
      "udf_string_1": null,
      "accounts_receivable": {
        "number": "ACR0000000069",
        "name": "ACR0000000069 Polina Kestora",
        "id": "8C1E866074D743EE834E910A28C1E582",
        "life_cycle_state": "ACTIVE",
        "account_owner": {
          "company_profile": null,
          "company_name": null,
          "name": "Polina Kestora",
          "last_name": "Kestora",
          "id": "F038161F36C845B98CEE7361A8C92157",
          "life_cycle_state": "FINANCIAL",
          "middle_name": null,
          "title": null,
          "type": "PERSON",
          "first_name": "Polina",
          "demographics": {
            "name_day": {
              "month": 7,
              "day": 21
            },
            "id_number": "112233",
            "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": 3,
              "year": 1988,
              "day": 4
            },
            "industry_sector": null,
            "passport_number": null,
            "industry": null,
            "social_security_number": null,
            "id_issued_by_country": null,
            "passport_issued_by_country": null
          }
        }
      },
      "life_cycle_state": "POSTED",
      "performed_on": "2016-10-07T09:12:36",
      "classification": {
        "alternative_code": "FA",
        "name": "Financial Achievement 1",
        "id": "39031C33C1AC4FB79140B27D1614CD6A"
      },
      "process_immediately": false,
      "payment_medium_type": null,
      "payment_medium_identifier": null,
      "udf_string_6": null,
      "udf_string_7": null,
      "performed_by_unit": {
        "alternative_code": "adminunit",
        "group_name": "Main Group",
        "community_name": "Community",
        "name": "Admin Unit",
        "description": "admin unit",
        "id": "1"
      },
      "udf_string_8": null,
      "external_system": null
    }
  ],
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}
 Example 2

HTTP Method: POST

 

Request:


Body:

{
  "token": "{{token}}",
  "accounts_receivable_identifier": {
    "number": "ACR0000000659"
  },  "fields_set": "number,performed_on",
  "submitted_after_date":"2016-10-26T00:00:12",
  "submitted_before_date":"2016-11-03T15:00:12"
}

 

Response:

{
  "data": [
    {
      "number": "110",
      "performed_on": "2016-10-26T17:05:58"
    },
    {
      "number": "115",
      "performed_on": "2016-10-26T18:00:13"
    },
    {
      "number": "109",
      "performed_on": "2016-10-26T17:01:10"
    },
    {
      "number": "111",
      "performed_on": "2016-10-26T15:00:00"
    },
    {
      "number": "108",
      "performed_on": "2016-10-26T16:55:21"
    },
    {
      "number": "112",
      "performed_on": "2016-10-26T17:53:47"
    },
    {
      "number": "113",
      "performed_on": "2016-10-26T17:58:49"
    },
    {
      "number": "114",
      "performed_on": "2016-10-26T17:59:39"
    },
    {
      "number": "116",
      "performed_on": "2016-10-26T18:02:42"
    },
    {
      "number": "117",
      "performed_on": "2016-10-26T18:11:18"
    },
    {
      "number": "118",
      "performed_on": "2016-10-26T18:11:43"
    },
    {
      "number": "119",
      "performed_on": "2016-10-26T18:15:31"
    },
    {
      "number": "120",
      "performed_on": "2016-11-03T11:50:18"
    },
    {
      "number": "137",
      "performed_on": "2016-10-26T15:00:00"
    }
  ],
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}