POST activities/update

This method updates activities. Single activities can be updated by each call. Fields which are not specified are not updated at all. Fields which are specified as null will be set as null.

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

activity_identifier

(mandatory)

Activity Identifier

The identifier of the activity to be updated. The allowed activity identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the activity

number

(semi-optional)

String

The number of the activity

category_identifier

(optional)

Category Identifier

The category of the activity. The allowed activity category identifiers are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the activity category

name

(semi-optional)

String

The code of the activity category

code

(semi-optional)

String

The code of  the activity category

status_identifier

(optional)

Activity Status Identifier

The status of the activity. The allowed activity status identifiers are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the activity status

name

(semi-optional)

String

The name of the activity status

alternative_code

(semi-optional)

String

The alternative code of  the activity status

description

(optional)

StringThe description of the retrieved activity

notes

(optional)

StringThe notes of the retrieved activity

start_date

(optional)

DateThe date that the activity will start

owned_by_group_identifier

(optional)

The identifier of the owned by group information

The owned by group information of the activity. The allowed group identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the group

name

(semi-optional)

String

The code of the group

alternative_code

(semi-optional)

String

The alternative code of  the group

privacy_level_identifier

(optional)

The identifier of the privacy level

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

Name

Type

Description

id

(semi-optional)

String

The ID of the privacy level

 

number

(semi-optional)

String

The number of the privacy level

Deprecated from CRM.COM R18.0.0

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3 

(optional)

String

User Defined Field of type String

udf_string_4 

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6 

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1 

(optional)

Date

User Defined Field of type Date

udf_date_2 

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

expected_completion_date

(optional)

DateThe date that the activity is expected to be completed

estimated_completion_time

(optional)

Time Period Object

The time that is estimated to complete the activity, measured in MINUTES, HOURS, DAYS, WEEKS, YEARS

From CRM.COM R17.0.0, YEARS is deprecated

assign_to

(mandatory on conditions)

Assign To Object

The assignment information of the activity. Assign to information is mandatory to be specified, unless if it is set automatically through ACR rules.

performed_for

(optional)

Performed for Object

The entities which are related with the activity


services_to_be_provided_set

(optional)

Set of Services to be Provided Object

The information related to the services to be provided with the activity

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

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

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



Referred Parameters Objects Data

 time period parameter object data

Name

Type

Description

time_period_value

(mandatory)

Number

The time period value

time_period_uot

(mandatory)

String

The time period unit of time

The supported values are the following: MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

 activity_assign_to object parameter data
Name
Type
Description
user_identifier

(semi-optional)

Identifier  

The identifier of the user that the activity should be assigned to. The allowed user identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the user

username

(semi-optional)

String

The username of the user

unit_identifier

(semi-optional)

Identifier 

The identifier of the unit that the activity should be assigned to. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of  the Unit

 activity_performed_for object parameter data

Name

Type

Description

subscription_identifier

 

Subscription object

The subscription which is related with the activity. The allowed subscription identifier fields are the following:

 

Name

Type

Description

id 

(semi-optional)

String

The ID of subscription

number 

(semi-optional)

String

The number of subscription

job_identifierJob object

The job which is related with the activity . The allowed job identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the job

number

(semi-optional)

String

The number of the job

service_request_identifier

Service Request Identifier

The service request which is related with the activity. The allowed service request identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the service request

number

(semi-optional)

String

The number of the service request

lead_identifier

Lead Identifier

The lead which is related with the activity. The allowed lead identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the lead

number

(semi-optional)

String

The number of the lead

 activity_services_to_be_provided object parameter data

Name

Type

Description

action

(mandatory)

String

Defines if a new or existing information will be updated.The supported values are the following:

ADD, UPDATE, REMOVE

activity_service_identifier

(mandatory and applicable only on update or remove)

Activity Service Identifier

The identifier of the activity service to be updated. The allowed activity service identifier fields are the following:

Name

Type

Description

id

(mandatory)

String

The ID of the activity service

 

product_identifier

(mandatory and applicable only on add)

Product Identifier

The product classified as one time service which is related with the one time service

Name

Type

Description

id

(semi-optional)

String

The ID of the product

code

(semi-optional)

String

The code of the product

alternative_code

(semi-optional)

String

The alternative code of  the product

time_spend

(optional)

Time Period ObjectThe time that was spend on each service, measured in minutes, hours, days, weeks, months and years.

resource_request

(optional and applicable only on add)

Resource Request ObjectThe request for resources needed in order to deliver the specified service

Referred Parameter Objects Data

 time period parameter object data

Name

Type

Description

time_period_value

(mandatory)

Number

The time period value

time_period_uot

(mandatory)

String

The time period unit of time

The supported values are the following: MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

 activity_resource_request object parameter data

Name

Type

Description

requested_by_business_unit_identifier

(mandatory)

Business Unit Identifier

The Identifier of the business unit that is requesting the resource. The available business unit Identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the business unit

name

(semi-optional)

String

The code of the business unit

code

(semi-optional)

String

The code of the business unit

Available from CRM.COM R18.0.0

requested_by_group_identifier

(mandatory)

Group Identifier

The Identifier of the Group that is requesting the resource. The available Group Identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the group

name

(semi-optional)

String

The code of the group

alternative_code

(semi-optional)

String

The alternative code of  the group

Deprecated from CRM.COM R18.0.0

requested_by_unit_identifier

(mandatory)

Unit Identifier

The Identifier of the Unit that is requesting the resource. The available Unit Identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of  the Unit

Deprecated from CRM.COM R18.0.0

requested_by_user_identifier

(mandatory)

User Identifier

The Identifier of the User that is requesting the resource. The available User Identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the user

username

(semi-optional)

String

The username of the user

number_of_resources

(optional)

Number

The number of required resources

planned_date

(mandatory)

DateThe planned date

from_time

(mandatory)

StringThe from time that the required resource should be start.

to_time

(mandatory)

StringThe from time that the required resource should be end.

requested_resource_plan_entry _identifier

(mandatory)

Resource Plan Entry Identifier

The identifier of the resource plan entry which should be reserved for this resource request, in the case were the resource request was accepted. The available resource plan entry identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the resource plan entry

number

(semi-optional)

String

The number of the resource plan entry

 

 

description

(optional)

StringThe description of the resource request

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

Restrictions

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

Response Data

Name

Type

Description

id

String

The ID of the retrieved 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, CANCELLED

start_dateDateThe date that the activity is created
expected_completion_dateDateThe date that the activity is expected to be completed
actual_completed_dateDateThe date that the activity is actually completed

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_9StringUser Defined Field of type String
udf_string_10StringUser Defined Field of type String
udf_string_11StringUser Defined Field of type String
udf_string_12StringUser Defined Field of type String
udf_string_13StringUser Defined Field of type String
udf_string_14StringUser Defined Field of type String
udf_string_15StringUser Defined Field of type String
udf_string_16StringUser 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_float_5FloatUser Defined Field of type Float
udf_float_6FloatUser Defined Field of type Float
udf_float_7FloatUser Defined Field of type Float
udf_float_8FloatUser Defined Field of type Float
udf_float_9FloatUser Defined Field of type Float
udf_float_10FloatUser 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

udf_date_5

Date

User Defined Field of type Date

udf_date_6

Date

User Defined Field of type Date

udf_date_7

Date

User Defined Field of type Date

udf_date_8

Date

User Defined Field of type Date

udf_date_9

Date

User Defined Field of type Date

udf_date_10

Date

User Defined Field of type Date

assigned_toAssign ObjectThe assignment information of the retrieved activity
typeActivity type objectThe type information of the retrieved activity
statusActivity Status objectThe status information of the retrieved activity
categoryActivity Category objectThe categories information of the retrieved activity
estimated_completion_timeTime Period Object

The time that is estimated to complete the activity, measured in MINUTES, HOURS, DAYS, WEEKS, YEARS

From CRM.COM R17.0.0, YEARS is deprecated

time_to_completionTime Period ObjectThe time that is left up to the expected completion date
time_overdueTime Period ObjectThe time past the expected completion date
performed_forPerformed for objectThe entities which are related with the activity and can include Subscriptions, Jobs

contact_information

Contact Information object

The contact information related with the specified activity

cancellation_reasonActivities Cancellation Object

The reason that the activity was cancelled. This is applicable only if the activity is on a cancelled life cycle state

owned_by_groupGroup object

The group that is owning the activity

Deprecated from CRM.COM R18.0.0 (replaced with owned_by_business_unit)

owned_by_business_unitBusiness Unit Object

The business unit that is owning the activity

Available from CRM.COM R18.0.0

privacy_levelPrivacy level object

The activity privacy level

Deprecated from CRM.COM R18.0.0

log_information

Log Information Object

The log information related with the retrieved activity

services_to_be_provided_setServices to be Provided objectThe services that will be provided as part of the activity and the time that was spend on each one, measured in minutes, hours, days, weeks, months and years. 

Referred Objects Response Data

 assigned_to object response data

Name

Type

Description

userUser objectThe user which is assigned with the retrieved activity 
business_unitBusiness Unit object

The business unit which is assigned with the retrieved activity

Available from CRM.COM R18.0.0

unitUnit object

The unit which is assigned with the retrieved activity 

Deprecated from CRM.COM R18.0.0

Referred Objects Response Data

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

 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

 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

 activity_type object response data

Name

Type

Description

id

String

The ID of the retrieved activity type

name

String

The name of the retrieved activity type

alternative_code

String

The alternative code of the retrieved activity type

descriptionStringA description of the retrieved activity type

 activity_status object response data

Name

Type

Description

id

String

The ID of the retrieved activity status

name

String

The name of the retrieved activity status

alternative_code

String

The alternative code of the retrieved activity status

descriptionStringA description of the retrieved activity status
life_cycle_stateString

The life cycle state related with the retrieved activity status. The supported life cycle states are the following:

PENDING, IN_PROGRESS,COMPLETED,CANCELLED

   

 activity_category response data object
NameType Description
IdStringThe ID of the retrieved activity category
nameStringThe Name of the retrieved activity category
codeStringThe code of the retrieved activity category
descriptionStringThe description of the retrieved activity category

 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

 activity_performed_for object response data

Name

Type

Description

subscription

 

Subscription objectThe subscription which is related with the retrieved activity 
jobJob objectThe job which is related with the retrieved activity 
service_request

Service Request Object

The service request which is related with the activity
lead

Lead Object

The lead which is related with the activity

Referred Objects Response Data

 subscription object response data

Name

Type

Description

id

String

The ID of the retrieved subscription

number

String

The number of the retrieved subscription

life_cycle_state

String

The life cycle state of the subscription. One of the following values is returned

DRAFT, EFFECTIVE, NOT_EFFECTIVE, SHORT_TERM_EFFECTIVE, SHORT_TERM_NOT_EFFECTIVE, IN_RESTING, CANCELLED, REGRETTED, REPLACED, PENDING_VERIFICATION

REPLACED life cycle state available from CRM.COM R14.0.0, deprecated in CRM.COM R17.0.0

PENDING_VERIFICATION life cycle state available from CRM.COM R15.0.0

first_activated_dateDate

The date that the subscription became effective for the first time (i.e. the date that the first effective period of that subscription started)

Available from CRM.COM R9.0.0

rating_stateString

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

Available from CRM.COM R9.0.0

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

Referred Objects Response Data

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

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

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 subscription type object response data

Name

Type

Description

id

String

The ID of the retrieved subscription type

name

String

The name of the retrieved subscription type

alternative_code

String

The alternative code of the retrieved subscription type

descriptionStringA description of the retrieved subscription type
classificationString

The classification of the retrieved subscription type, Flexible or Package

Available from CRM.COM R14.0.0

Deprecated from CRM.COM R17.0.0

 job object response data

Name

Type

Description

id

String

The ID of the retrieved job

number

String

The number of the retrieved job 

descriptionStringThe description of the retrieved job 

life_cycle_state

String

The life cycle state of the retrieved job

The supported options are

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

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

Available from CRM.COM R9.0.0

accounts_receivable

Accounts Receivable object

The accounts receivable related with the specified job

typeJob type object

The type information of the retrieved job

Available from CRM.COM R11.2.0


Referred Objects Response Data

 accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

number

String

The number of the retrieved accounts receivable

nameStringThe name of the retrieved accounts receivable

life_cycle_state

String

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

ACTIVE, SUSPENDED, TERMINATED

account_ownerContact information objectThe contact information owning the accounts receivable

Referred Objects Response Data

 contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

type

String

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

life_cycle_state

String

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

name

String

The full name of the retrieved contact information

first_name

String

The first name of the retrieved contact information

middle_name

String

The middle name of the retrieved contact information

last_name

String

The last name of the retrieved contact information

title

String

The title of the retrieved contact information

company_nameSting

The company name of the retrieved contact information

demographics

Demographics Object

The demographics information of the retrieved contact information

company_profile

Company profile object

The company profile of the retrieve contact information

Referred Objects Response Data

 demographics object response data

Name

Type

Description

gender

String

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

id_number

String

The ID number of the retrieved contact information

id_number_expiration_dateDate

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

Available from CRM.COM R14.0.0

passport_number

String

The passport number of the retrieved contact information

passport_number_expiration_dateDate

The passport's expiration date of the retrieved contact information

Available from CRM.COM R14.0.0

social_security_number

String

The social security number of the retrieved contact information

date_of_birth

Date of Birth Object

The date of birth of the retrieved contact information

name_day

Name Day Object

The name day of the retrieved contact information

country_of_residence

Country Object

The country of residence of the retrieved contact information

id_issued_by_country

Country Object

The ID issued country of retrieved contact information

passport_issued_by_country

Country Object

The passport  issued country of retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 date_of_birth object response data

Name

Type

Description

day

Integer

The day of the retrieved date of birth

month

Integer

The month of the retrieved date of birth

year

Integer

The year of the retrieved date of birth

 name_day object response data

Name

Type

Description

day

Integer

The day of the retrieved name day

month

Integer

The month of the retrieved name day

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

 company profile object response data

Name

Type

Description

profile_year

Number

The profile year of the retrieved contact information

annual_turnover

Number

The annual turnover of the retrieved contact information

established_date

Date

The established date of the retrieved contact information

number_of_employeesNumber

The number of employees of the retrieved contact information

registration_number

String

The registration number of the retrieved contact information

vat_registration_numberString

The vat registration number of the retrieved contact information

vat_registered_byString

The vat registration by of the retrieved contact information

vat_registration_date

Date

The vat registration date of the retrieved contact information

tax_reference_numberString

The tax referenece number of the retrieved contact information

registered_in_country

Country Object

The country of residence of the retrieved contact information

industry

Industry Object

The industry of retrieved contact information

industry_sector

Industry sector Object

The sector of retrieved contact information

Referred Objects Response Data

 country object response data

Name

Type

Description

id

String

The id of the retrieved country

name

String

The name of the retrieved country

alternative_codeString

The alternative code of the retrieved country

dialing_codeString

The dialing code of the retrieved country

Available from CRM.COM R15.1.0

two_character_codeString

The two character code of the retrieved country

three_character_codeString

The three character code of the retrieved country

country_flagImage Object

The flag of the retrieved country

Available from CRM.COM R15.1.0

Referred Objects Response Data

 country_flag object response data

Name

Type

Description

id

String

The ID of the retrieved country flag

fileFile ObjectThe information of the attached file

Referred Objects Response Data

 file object response data

 

Name

Type

Description

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

 industry object response data

Name

Type

Description

id

String

The id of the retrieved industry

name

String

The name of the retrieved industry

code

String

The code of the retrieved industry

 industry sector object response data

Name

Type

Description

id

String

The id of the retrieved industry sector

name

String

The name of the retrieved industry sector

alternative_code

String

The alternative code of the retrieved industry sector

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

The billing directive of the retrieved job type

The supported billing directive options are

  • BILLABLE
  • NOT_BILLABLE

Available from CRM.COM R10.0.0

billing_methodString

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

The supported billing methods are

  • BILL_ON_STARTING_PROGRESS
  • BILL_ON_COMPLETION

Available from CRM.COM R10.0.0

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

fulfillment_scopeString

The fulfillment scope of the retrieved job type

The supported fulfillment scopes are

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

The following fulfillment scopes will be available from CRM.COM R8.0.0

ACTIVATE_SUBSCRIPTION, DEACTIVATE_SUBSCRIPTION, CANCEL_SUBSCRIPTION, ADD_SUBSCRIPTION_SERVICES, CANCEL_SUBSCRIPTION_SERVICES, CHANGE_SUBSCRIPTION_LOCATION

The following fulfillment scopes will be available from CRM.COM R9.0.0

SWAP_SUBSCRIPTION_SERVICES, SWAP_SUBSCRIPTION_INSTALLED_ITEMS

The following fulfillment scope will be available from CRM.COM R11.0.0

REPLACE_PHYSICAL_GOODS

From CRM.COM R15.0.0 and onward, all fulfillment scopes will be deprecated

fulfillment_methodString

The fulfillment method of the retrieved job type

The supported fulfillment methods are

  • BASED_ON_ORDERED_ITEMS
  • BASED_ON_DELIVERED_ITEMS

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

 service_request object response data

Name

Type

Description

id

String

The ID of the retrieved service request

number

String

The number of the retrieved service request

descriptionStringThe description of the retrieved service request

life_cycle_state

String

The life cycle state of the retrieved service request which can be PENDING, RESPONDED, TEMPORARY_RESOLVED, FINAL_RESOLVED, COMPLETED

accounts_receivable

Accounts Receivable object

The accounts receivable related with the specified service request


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

 lead object response data

Name

Type

Description

id

String

The ID of the retrieved lead

number

String

The number of the retrieved lead

descriptionStringThe description of the retrieved lead

life_cycle_state

String

The life cycle state of the retrieved lead which can be PENDING, IN_PROGRESS, LOST, WON

contact_information

Contact Information object

The contact information related with the specified lead


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

 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

 activity_cancellation_reasons object response data

Name

Type

Description

id

String

The ID of the retrieved activity cancellation reason

name

String

The name of the retrieved activity cancellation reason

alternative_code

String

The alternative code of the retrieved activity cancellation reason

descriptionStringA description of the retrieved activity cancellation reason

 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

 activity_services_to_be_provided object response data

Name

Type

Description

id

String

The ID of the retrieved activity service to be provided

time_spendTime Period ObjectThe time that was spend on each service, measured in minutes, hours, days, weeks, months and years.
serviceProduct objectThe product classified as one time service which is related with the retrieved activity service
resource_requests_setSet of Resource Request ObjectsThe resource requests that were submitted against the retrieved activity service

Referred Objects Response Data

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

alternative_code

String

The alternative code of product

description

String

The description of product

priority_levelInteger

The priority level of the product

Available from CRM.COM R12.3.0

global_rateGlobal Rate Object

The global rate of the retrieved product

Available from CRM.COM R15.0.0

product_typeProduct type objectThe type of the product

Referred Objects Response Data

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

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

Available from CRM.COM R14.0.0

Referred Objects Response Data

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

Referred Objects Response Data

 unit_of_measurement object response data

Name

Type

Description

idStringThe identifier of the Unit of measurement

name

String

The name of the Unit of measurement

description

String

The description of the Unit of measurement

alternative_codeStringThe alternative code of the Unit of measurement

 

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

Referred Objects Response Data

 unit_of_measurement object response data

Name

Type

Description

idStringThe identifier of the Unit of measurement

name

String

The name of the Unit of measurement

description

String

The description of the Unit of measurement

alternative_codeStringThe alternative code of the Unit of measurement

 global rate object response data

Name

Type

Description

id

String

The ID of the retrieved rate

rate_model

String

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

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

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

global_base_amountNumber

The base price of the product in the Global Price Plan

base_rate_applied_perString

The value for 'Base Rate Applied per'

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

  • Period
  • Period_Item
uotString

The 'UOT' applicable for the rate

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

Available for one-time services

time_periodTime Period Object

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

uomString

The 'UOM' applicable for the rate

Available when the product type is of Usage Service Classification 

Referred Objects Response Data

 period object response data

Name

Type

Description

time_period_valueNumber

The time period value

time_period_uot

String

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

MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

 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

 resource request object response data

Name

Type

Description

id

String

The ID of the retrieved  resource request

number

String

The number of the retrieved resource request

descriptionStringThe description of the retrieved resource request
number_of_resourcesNumber

The number of required resources

from_dateDate

The start date and time of the period for which the resource is requested for

to_dateDate

The end date and time of the period for which the resource is requested for

life_cycle_state

String

The life cycle state of the retrieved resource request which can be PENDING, ACCEPTED, REJECTED or CANCELLED

requested_unit

Unit Object

The business unit that is requested as a resource

Deprecated from CRM.COM R18.0.0

requested_business_unit

Business Unit Object

The business unit that is requested as a resource

Available from CRM.COM R18.0.0

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

 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

Examples

 Example 1

HTTP Method: POST


Request:

Body:

{
    "token" :   "1B4D09A2C62B477791544314C3847FE5",
    "activity_identifier"         :    { "number" : "9" },
    "status_identifier"           :    { "name" : "Assigned"},
    "description"                  :    "Description For Activity",
    "start_date"                  :    "2014-08-01T09:00:00",
	"udf_string_1": "userfield1",
    "udf_string_2": "userfield2",
    "udf_string_3": "userfield3",
    "udf_string_4": "userfield4",
    "udf_string_5": "userfield5",
    "udf_string_6": "userfield6",
    "udf_string_7": "userfield7",
    "udf_string_8": "userfield8",
    "udf_string_9": "userfield9",
    "udf_string_10": "userfield10",
    "udf_string_11": "userfield11",
    "udf_string_12": "userfield12",
    "udf_string_13": "userfield13",
    "udf_string_14": "userfield14",
    "udf_string_15": "userfield15",
    "udf_string_16": "userfield16",
    "udf_float_1":1,
    "udf_float_2":2,
	"udf_float_3":3,
	"udf_float_4":4,
	"udf_float_5":5,
	"udf_float_6":6,
	"udf_float_7":7,
	"udf_float_8":8,
	"udf_float_9":9,
	"udf_float_10":10,
    "udf_date_1": "2011-08-01T09:00:00",
    "udf_date_2": "2012-08-01T09:00:00",
    "udf_date_3": "2013-08-01T09:00:00",
    "udf_date_4": "2014-08-01T09:00:00",
    "udf_date_5": "2015-08-01T09:00:00",
    "udf_date_6": "2016-08-01T09:00:00",
    "udf_date_7": "2017-08-01T09:00:00",
    "udf_date_8": "2018-08-01T09:00:00",
    "udf_date_9": "2019-08-01T09:00:00",
    "udf_date_10": "2020-08-01T09:00:00"
	"performed_for"              :   {
                "lead_identifier" : { "number" : "61"}
                    },
    "estimate_completion_time"     :    {
                                        "time_period_value" : 5,
                                        "time_period_uot" : "DAYS"
                                    },
   "services_to_be_provided_set":    [
                                        {
                                            "action": "add",
                                            "product_identifier" : { "code" : "Installation"},
                                            "time_spend" : {
                                                                "time_period_value" : 10,
                                                                "time_period_uot"    : "WEEKS"
                                                            },
                                           "resource_request":{
                                                            "requested_by_group_identifier" : {"name" : "Developers Group"},
                                                            "planned_date" : "2015-02-18T00:00:00",
                                                            "from_time" : "12:00",
                                                            "to_time" : "18:00",
                                                            "requested_by_unit_identifier" : {"name" : "U1"},
                                                            "requested_by_user_identifier" : {"username" : "MPAdministrator"},
                                                            "requested_resource_plan_entry_identifier" : { "number" : "1827"},
                                                            "requested_one_time_service_identifier":{"code" : "Installation"},
                                                            "number_of_resources":1
                                           }
                                        }
              ]
}


Response:

{
       "status":
       {
           "message": null,
           "description": null,
           "code": "OK"
       },
       "data":
       {
           "notes": null,
           "udf_string_10": "userfield10",
           "udf_float_1": 1,
           "udf_string_11": "userfield11",
           "udf_float_2": 2,
           "udf_string_12": "userfield12",
           "udf_float_3": 3,
           "udf_string_13": "userfield13",
           "udf_float_4": 4,
           "udf_string_14": "userfield14",
           "udf_float_5": 5,
           "udf_string_15": "userfield15",
           "udf_string_16": "userfield16",
           "udf_float_6": 6,
           "udf_string_1": "userfield1",
           "udf_string_2": "userfield2",
       	   "udf_float_7": 7,

           "performed_for":
           {
               "service_request": null,
               "lead":
               {
                   "life_cycle_state": "PENDING",
                   "number": "61",
                   "id": "FB7E2F2337BAC04BA21DAEA5B2380A7E",
                   "description": null,
                   "contact_information":
                   {
                       "last_name": "Spector",
                       "life_cycle_state": "FINANCIAL",
                       "middle_name": null,
                       "company_profile": null,
                       "title": null,
                       "type": "PERSON",
                       "first_name": "Matt",
                       "name": null,
                       "id": "58F5508072753180E10322DBCA1862EE",
                       "company_name": null,
                       "demographics":
                       {
                           "gender": "MALE",
                           "passport_issued_by_country": null,
                           "passport_number": "JB0007689",
                           "social_security_number": null,
                           "industry_sector": null,
                           "date_of_birth":
                           {
                               "month": null,
                               "day": null,
                               "year": null
                           },
                           "name_day":
                           {
                               "month": null,
                               "day": null
                           },
                           "id_number": null,
                           "id_issued_by_country": null,
                           "industry": null
                       }
                   }
               },
               "subscription": null,
               "job": null
           },
           "assign_to":
           {
               "unit":
               {
                   "group_name": null,
                   "name": "U1",
                   "id": "8B4009FA8BC8A612D0DB62B5F2AB135B",
                   "description": null,
                   "alternative_code": null
               },
               "user": null
           },
           "privacy_level":
           {
               "number": null,
               "hierarchy_level": 2,
               "name": "High",
               "id": "321ACE4A65A24800365B2B2236F5E171"
           },
           "contact_information":
           {
               "last_name": "Spector",
               "life_cycle_state": "FINANCIAL",
               "middle_name": null,
               "company_profile": null,
               "title": null,
               "type": "PERSON",
               "first_name": "Matt",
               "name": "Matt Spector",
               "id": "58F5508072753180E10322DBCA1862EE",
               "company_name": null,
               "demographics":
               {
                   "gender": "MALE",
                   "passport_issued_by_country": null,
                   "passport_number": "JB0007689",
                   "social_security_number": null,
                   "country_of_residence":
                   {
                       "name": "JAPAN",
                       "id": "237"
                   },
                   "industry_sector": null,
                   "date_of_birth":
                   {
                       "month": null,
                       "day": null,
                       "year": null
                   },
                   "name_day":
                   {
                       "month": null,
                       "day": null
                   },
                   "id_number": null,
                   "id_issued_by_country": null,
                   "industry": null
               }
           },
           "udf_string_3": "userfield3",
           "udf_float_8": 8,
           "udf_string_4": "userfield4",
           "udf_float_9": 9,
           "udf_string_5": "userfield5",
           "udf_string_6": "userfield6",
           "udf_string_7": "userfield7",
           "udf_string_8": "userfield8",
           "udf_string_9": "userfield9",
           "id": "D9C6BE3D7817C8DA8E16703CAAEC1A9A",
           "expected_completion_date": "2014-12-03T10:12:51",
           "start_date": "2014-12-02T10:12:51",
           "time_to_completion":
           {
               "time_period_value": null,
               "time_period_uot": "DAYS"
           },
           "time_overdue":
           {
               "time_period_value": 2.571428571428571,
               "time_period_uot": "MONTHS"
           },
           "owned_by_group":
           {
               "community_name": "Main Community",
               "name": "Developers Group",
               "id": "8BD400EC50DB9678F9C3573401399924",
               "description": "test2",
               "alternative_code": null
           },
           "log_information":
           {
               "updated_date": "2015-02-19T13:00:50",
               "created_by_unit":
               {
                   "community_name": "Main Community",
                   "group_name": "Main Group",
                   "name": "Admin Unit",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "description": "r1",
                   "alternative_code": "MG"
               },
               "created_date": "2014-12-02T10:12:51",
               "updated_by_unit":
               {
                   "community_name": "Main Community",
                   "group_name": "Main Group",
                   "name": "Admin Unit",
                   "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                   "description": "r1",
                   "alternative_code": "MG"
               },
               "created_by_user":
               {
                   "person_name": "MPAdministrator",
                   "username": "MPAdministrator",
                   "id": "1",
                   "email": "mp@ministrator.com"
               },
               "updated_by_user":
               {
                   "person_name": "Marios Lannister",
                   "username": "MPAdministrator",
                   "id": "1",
                   "email": null
               }
           },
           "udf_date_10": "2020-08-01T09:00:00",
           "status":
           {
               "name": "To Be approved",
               "id": "C93B05CCFC11CFFA62BA2A04F87603C8",
               "description": null,
               "alternative_code": "TBA"
           },
           "udf_date_1": "2011-08-01T09:00:00",
           "udf_date_2": "2012-08-01T09:00:00",
           "udf_float_10": 10,
           "udf_date_3": "2013-08-01T09:00:00",
           "udf_date_4": "2014-08-01T09:00:00",
           "udf_date_5": "2015-08-01T09:00:00",
           "udf_date_6": "2016-08-01T09:00:00",
           "udf_date_7": "2017-08-01T09:00:00",
           "udf_date_8": "2018-08-01T09:00:00",
           "udf_date_9": "2019-08-01T09:00:00",
           "actual_completed_date": null,
           "life_cycle_state": "PENDING",
           "estimate_completion_time":
           {
               "time_period_value": 1,
               "time_period_uot": "DAYS"
           },
           "type":
           {
               "name": "Installations",
               "id": "BF60960C7FC5B0E5B81DB7E5BCC7F140",
               "description": null,
               "alternative_code": "IN"
           },
           "description": "test",
           "category": null,
           "services_to_be_provided_set":
           [
               {
                   "service":
                   {
                       "product_type":
                       {
                           "physical_good_type": null,
                           "service_type": "ONETIME",
                           "used_for_provisioning": true,
                           "composition_method": "FLAT",
                           "classification": "SERVICES",
                           "name": "One Time Services",
                           "id": "7EDF537A938DECAB1352E6EEAD54A5D0",
                           "description": "A type which is used for one time services",
                           "alternative_code": "OTS"
                       },
                       "id": "009F001976DA6F8F4DFD0BB5F704C0D7",
                       "description": null,
                       "code": "material delivery",
                       "alternative_code": "MD"
                   },
                   "id": "F05890872A35462D93C9B74BEA9AD931",
                   "time_spend":
                   {
                       "time_period_value": 10,
                       "time_period_uot": "WEEKS"
                   }
               },
               {
                   "service":
                   {
                       "product_type":
                       {
                           "physical_good_type": null,
                           "service_type": "ONETIME",
                           "used_for_provisioning": true,
                           "composition_method": "FLAT",
                           "classification": "SERVICES",
                           "name": "One Time Services",
                           "id": "7EDF537A938DECAB1352E6EEAD54A5D0",
                           "description": "A type which is used for one time services",
                           "alternative_code": "OTS"
                       },
                       "id": "8E990D550CC2F4D2951A273E9D84F9E6",
                       "description": null,
                       "code": "Installation",
                       "alternative_code": "IN"
                   },
                   "id": "255F82E21CCE44CAA72678687261C86D",
                   "time_spend":
                   {
                       "time_period_value": 10,
                       "time_period_uot": "WEEKS"
                   }
               }
           ]
       }
}