- Created by Georgia Kountouri, last modified by Joseph Ioannou (Unlicensed) on May 10, 2017
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Available from CRM.COM R10.0.0
GET customer_events/financial_achievements/show
This method returns information related with a financial achievement customer event. A single financial achievement customer event is returned by each call
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
customer_event_identifier (mandatory) | Customer Event identifier | The identifier of the customer event that should be returned as a result. Only customer events of type financial achievement can be specified. The allowed customer event identifier fields are the following:
| ||||||||||||
fields_set (optional) | List of Strings, comma separated | A list of fields that should be included in the results. If not specified then all the available fields will be returned |
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved financial achievement customer event |
number | String | The number of the retrieved financial achievement customer event |
type | String | The type of the retrieved financial achievement customer event which in this case is set to FINANCIAL_ACHIEVEMENT |
life_cycle_state | String | The life cycle state of the customer event which can be POSTED or CANCELLED |
performed_on | Date | The date that the customer event was actually performed |
description | String | A description of the customer event |
payment_medium_identifier | String | The payment medium identifier of the customer event |
amount | Number | The financial achievement customer event's amount Available from CRM.COM R11.0.0 |
process_immediately | Boolean | Defines if the customer event was processed immediately by various business processes or not |
external_system | String | Defines the third party system that generated the customer event |
external_system_reference_number | String | Defines the unique reference number of the customer event in the external system Available from CRM.COM R10.1.0 |
total_awarded_amount | Number | The total amount that was awarded for the customer event in system currency Available from CRM.COM R13.1.0 |
total_awarded_alternative_amount | Number | The total amount that was awarded for the customer event in the alternative currency. Available from CRM.COM R14.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Customer Event Classification Object | The classification of the customer event |
product | Product Object | The product of the customer event. |
payment_medium_type | Payment Medium Type Object | The payment medium type of the customer event |
payment_medium_brand | Payment Medium Brand Object | The payment medium brand of the customer event |
accounts_receivable | Accounts receivable Object | The related accounts receivable |
performed_by_unit | Unit Object | The unit that initiated the customer event |
Log Information Object | The log information related with the retrieved invoice | |
award_reward_transactions_set | Set of Award Reward Transaction Object | The award reward transactions that were created as a result of the financial achievement customer event |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
Id | String | The ID of the product |
code | String | The code of product |
alternative_code | String | The alternative code of product |
description | String | The description of product |
priority_level | Integer | The priority level of the product Available from CRM.COM R12.3.0 |
global_rate | Global Rate Object | The global rate of the retrieved product Available from CRM.COM R15.0.0 |
product_type | Product type object | The type of the product |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The 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_type | Meter 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
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The 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_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The 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_code | String | The alternative code of the Unit of measurement |
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:
From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED |
global_base_amount | Number | The base price of the product in the Global Price Plan |
base_rate_applied_per | String | The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between
|
uot | String | The 'UOT' applicable for the rate
Available for one-time services |
time_period | Time Period Object | The period and unit of time for which the base amount is applicable for. This is available only on termed services rates. |
uom | String | The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
time_period_value | Number | 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 |
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 |
description | String | The description of the retrieved payment medium type |
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 |
description | String | The description of the retrieved payment medium brand |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved award reward transaction |
number | String | The number of the retrieved award reward transaction |
amount | Number | The amount that was awarded by the retrieved award reward transaction in rewards participant's currency |
alternative_amount | Number | 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_state | String | The life cycle state of the retrieved award reward transaction which can be POSTED or CANCELLED |
contribution_percentage | Number | The rewards participating merchant's contribution percentage for the retrieved reward award transaction Available from CRM.COM R10.1.0 |
initiated_currency | Currency Object | The currency in which the reward award transaction was initially created in Available from CRM.COM R14.2.0 |
currency_rate_period | Currency Rate Period Object | The currency rate period of the Reward Award Transaction Available from CRM.COM R10.0.0 |
accounts_receivable | Accounts Receivable Object | The accounts receivable related with the retrieved award reward transaction Available from CRM.COM R17.0.0 |
rewards_participant | Reward Participant Object | The rewards participant related with the retrieved award reward transaction Deprecated from CRM.COM R17.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency rate period |
rate | Number | The exchange rate of the currency rate period |
inverse_rate | Number | The inverse exchange rate of the currency rate period |
from_date | Date | The date from which the exchange rate is valid |
to_date | Date | The date until which the exchange rate is valid |
currency | Currency Object | The Currency with which the returned exchange rate information refers to |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Examples
HTTP Method: GET
Request:
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": "2016-10-07T08:59:11", "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 }, "status": { "code": "OK", "description": "", "message": "" } }
POST customer_events/financial_achievements/list
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 Identifier | The identifier of the rewards participant related with the customer events that should be retrieved. The allowed rewards participant identifier fields are the following:
| ||||||||||||
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:
| ||||||||||||
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:
| ||||||||||||
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 | ||||||||||||
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 |
type | String | The type of the retrieved financial achievement customer event which in this case is set to FINANCIAL_ACHIEVEMENT |
life_cycle_state | String | The life cycle state of the customer event which can be POSTED or CANCELLED |
performed_on | Date | The date that the customer event was actually performed |
description | String | A description of the customer event |
payment_medium_identifier | String | The payment medium identifier of the customer event |
amount | Number | The financial achievement customer event's amount Available from CRM.COM R11.0.0 |
process_immediately | Boolean | Defines if the customer event was processed immediately by various business processes or not |
external_system | String | Defines the third party system that generated the customer event |
external_system_reference_number | String | Defines the unique reference number of the customer event in the external system Available from CRM.COM R10.1.0 |
total_awarded_amount | Number | The total amount that was awarded for the customer event in system currency Available from CRM.COM R13.1.0 |
total_awarded_alternative_amount | Number | The total amount that was awarded for the customer event in the alternative currency. Available from CRM.COM R14.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Customer Event Classification Object | The classification of the customer event |
product | Product Object | The product of the customer event. |
payment_medium_type | Payment Medium Type Object | The payment medium type of the customer event |
payment_medium_brand | Payment Medium Brand Object | The payment medium brand of the customer event |
accounts_receivable | Accounts receivable Object | The related accounts receivable |
performed_by_unit | Unit Object | The unit that initiated the customer event |
Log Information Object | The log information related with the retrieved invoice | |
award_reward_transactions_set | Set of Award Reward Transaction Object | The award reward transactions that were created as a result of the financial achievement customer event |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
Id | String | The ID of the product |
code | String | The code of product |
alternative_code | String | The alternative code of product |
description | String | The description of product |
priority_level | Integer | The priority level of the product Available from CRM.COM R12.3.0 |
global_rate | Global Rate Object | The global rate of the retrieved product Available from CRM.COM R15.0.0 |
product_type | Product type object | The type of the product |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The 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_type | Meter 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
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The 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_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The 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_code | String | The alternative code of the Unit of measurement |
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:
From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED |
global_base_amount | Number | The base price of the product in the Global Price Plan |
base_rate_applied_per | String | The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between
|
uot | String | The 'UOT' applicable for the rate
Available for one-time services |
time_period | Time Period Object | The period and unit of time for which the base amount is applicable for. This is available only on termed services rates. |
uom | String | The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
time_period_value | Number | 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 |
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 |
description | String | The description of the retrieved payment medium type |
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 |
description | String | The description of the retrieved payment medium brand |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved award reward transaction |
number | String | The number of the retrieved award reward transaction |
amount | Number | The amount that was awarded by the retrieved award reward transaction in rewards participant's currency |
alternative_amount | Number | 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_state | String | The life cycle state of the retrieved award reward transaction which can be POSTED or CANCELLED |
contribution_percentage | Number | The rewards participating merchant's contribution percentage for the retrieved reward award transaction Available from CRM.COM R10.1.0 |
initiated_currency | Currency Object | The currency in which the reward award transaction was initially created in Available from CRM.COM R14.2.0 |
currency_rate_period | Currency Rate Period Object | The currency rate period of the Reward Award Transaction Available from CRM.COM R10.0.0 |
accounts_receivable | Accounts Receivable Object | The accounts receivable related with the retrieved award reward transaction Available from CRM.COM R17.0.0 |
rewards_participant | Reward Participant Object | The rewards participant related with the retrieved award reward transaction Deprecated from CRM.COM R17.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency rate period |
rate | Number | The exchange rate of the currency rate period |
inverse_rate | Number | The inverse exchange rate of the currency rate period |
from_date | Date | The date from which the exchange rate is valid |
to_date | Date | The date until which the exchange rate is valid |
currency | Currency Object | The Currency with which the returned exchange rate information refers to |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Examples
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": "" } }
POST customer_events/financial_achievements/create
This method is used to create a financial achievement customer event in a posted life cycle state
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
accounts_receivable_identifier (semi-optional) | Accounts receivable Identifier | The related accounts receivable. The allowed accounts receivable identifier fields are the following:
| ||||||||||||
rewards_participant_identifier (semi-optional) | Rewards Participant Identifier | The related rewards participant. The allowed rewards participant identifier fields are the following:
| ||||||||||||
classification_identifier (mandatory) | Customer Event Classification Identifier | The classification of the customer event. Only financial achievement classifications are allowed to be specified. The allowed customer event classification identifier fields are the following:
| ||||||||||||
product_identifier (optional) | Product Identifier | The product of the customer event. Any type of products can be specified. The allowed product identifier fields are the following:
| ||||||||||||
payment_medium_type_identifier (optional) | Payment Medium Type Identifier | The payment medium type of the customer event. Only payment medium types which are allowed in the related accounts receivable can be specified. The allowed payment medium type identifier fields are the following:
| ||||||||||||
payment_medium_brand_identifier (optional) | Payment Medium Brand Identifier | The payment medium brand of the customer event. Only payment medium brands which are allowed in the related accounts receivable can be specified. The allowed payment medium brand identifier fields are the following:
| ||||||||||||
payment_medium_identifier (optional) | String | The payment medium identifier of the customer event. | ||||||||||||
amount (optional) | Number | The financial achievement customer event's amount Available from CRM.COM R11.0.0 | ||||||||||||
performed_by_unit_identifier (mandatory) | Unit Identifier | The unit that initiated the customer event. The allowed unit identifier fields are the following:
| ||||||||||||
performed_on (mandatory) | Date | The date that the customer event was actually performed | ||||||||||||
description (optional) | String | A description of the customer event | ||||||||||||
external_system (optional) | String | Defines the third party system that generated the customer event
| ||||||||||||
external_system_reference_number (optional) | String | Defines the unique reference number of the customer event in the external system Available from CRM.COM R10.1.0
| ||||||||||||
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 | ||||||||||||
fields_set (optional) | List of Strings, comma separated
| A list of fields that should be included in the results. If not specified then all the available fields will be returned
|
Restrictions
- It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified
Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved financial achievement customer event |
number | String | The number of the retrieved financial achievement customer event |
type | String | The type of the retrieved financial achievement customer event which in this case is set to FINANCIAL_ACHIEVEMENT |
life_cycle_state | String | The life cycle state of the customer event which can be POSTED or CANCELLED |
performed_on | Date | The date that the customer event was actually performed |
description | String | A description of the customer event |
payment_medium_identifier | String | The payment medium identifier of the customer event |
amount | Number | The financial achievement customer event's amount Available from CRM.COM R11.0.0 |
process_immediately | Boolean | Defines if the customer event was processed immediately by various business processes or not |
external_system | String | Defines the third party system that generated the customer event |
external_system_reference_number | String | Defines the unique reference number of the customer event in the external system Available from CRM.COM R10.1.0 |
total_awarded_amount | Number | The total amount that was awarded for the customer event in system currency Available from CRM.COM R13.1.0 |
total_awarded_alternative_amount | Number | The total amount that was awarded for the customer event in the alternative currency. Available from CRM.COM R14.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Customer Event Classification Object | The classification of the customer event |
product | Product Object | The product of the customer event. |
payment_medium_type | Payment Medium Type Object | The payment medium type of the customer event |
payment_medium_brand | Payment Medium Brand Object | The payment medium brand of the customer event |
accounts_receivable | Accounts receivable Object | The related accounts receivable |
performed_by_unit | Unit Object | The unit that initiated the customer event |
Log Information Object | The log information related with the retrieved invoice | |
award_reward_transactions_set | Set of Award Reward Transaction Object | The award reward transactions that were created as a result of the financial achievement customer event |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
Id | String | The ID of the product |
code | String | The code of product |
alternative_code | String | The alternative code of product |
description | String | The description of product |
priority_level | Integer | The priority level of the product Available from CRM.COM R12.3.0 |
global_rate | Global Rate Object | The global rate of the retrieved product Available from CRM.COM R15.0.0 |
product_type | Product type object | The type of the product |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The 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_type | Meter 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
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The 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_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The 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_code | String | The alternative code of the Unit of measurement |
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:
From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED |
global_base_amount | Number | The base price of the product in the Global Price Plan |
base_rate_applied_per | String | The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between
|
uot | String | The 'UOT' applicable for the rate
Available for one-time services |
time_period | Time Period Object | The period and unit of time for which the base amount is applicable for. This is available only on termed services rates. |
uom | String | The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
time_period_value | Number | 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 |
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 |
description | String | The description of the retrieved payment medium type |
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 |
description | String | The description of the retrieved payment medium brand |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved award reward transaction |
number | String | The number of the retrieved award reward transaction |
amount | Number | The amount that was awarded by the retrieved award reward transaction in rewards participant's currency |
alternative_amount | Number | 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_state | String | The life cycle state of the retrieved award reward transaction which can be POSTED or CANCELLED |
contribution_percentage | Number | The rewards participating merchant's contribution percentage for the retrieved reward award transaction Available from CRM.COM R10.1.0 |
initiated_currency | Currency Object | The currency in which the reward award transaction was initially created in Available from CRM.COM R14.2.0 |
currency_rate_period | Currency Rate Period Object | The currency rate period of the Reward Award Transaction Available from CRM.COM R10.0.0 |
accounts_receivable | Accounts Receivable Object | The accounts receivable related with the retrieved award reward transaction Available from CRM.COM R17.0.0 |
rewards_participant | Reward Participant Object | The rewards participant related with the retrieved award reward transaction Deprecated from CRM.COM R17.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency rate period |
rate | Number | The exchange rate of the currency rate period |
inverse_rate | Number | The inverse exchange rate of the currency rate period |
from_date | Date | The date from which the exchange rate is valid |
to_date | Date | The date until which the exchange rate is valid |
currency | Currency Object | The Currency with which the returned exchange rate information refers to |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "accounts_receivable_identifier":{"number":"ACR0000000069"}, "classification_identifier":{"name":"Financial Achievement 1"}, "performed_by_unit_identifier":{"name":"Admin Unit"}, "performed_on":"2016-10-07T15:00:00", "description":"Testing creation of financial achievement customer event through API", "payment_medium_brand_identifier":{"name":"VISA"}, "payment_medium_type_identifier":{"alternative_code":"CC"}, "payment_medium_identifier":"PI000002", "product_identifier":{"code":"Bronze"}, "amount":"11.50", "udf_string_1":"udf string 1", "udf_string_2":"udf string 2", "udf_string_3":"udf string 3", "udf_string_4":"udf string 4", "udf_string_5":"udf string 5", "udf_string_6":"udf string 6", "udf_string_7":"udf string 7", "udf_string_8":"udf string 8", "udf_float_1":10, "udf_float_2":20, "udf_float_3":30, "udf_float_4":40, "udf_float_5":50, "udf_float_6":60, "udf_float_7":70, "udf_float_8":80, "udf_date_1":"2016-03-24T15:49:59", "udf_date_2":"2016-04-24T15:49:59", "udf_date_3":"2016-05-24T15:49:59", "udf_date_4":"2016-06-24T15:49:59" }
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": "2016-10-07T09:20:12", "updated_date": "2016-10-07T09:20:12", "updated_by_user": { "person_name": "CRM COM", "id": "1", "username": "MPAdministrator" }, "created_by_user": { "person_name": "CRM COM", "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": "2016-04-24T15:49:59", "type": "FINANCIAL_ACHIEVEMENT", "udf_date_1": "2016-03-24T15:49:59", "udf_date_4": "2016-06-24T15:49:59", "udf_date_3": "2016-05-24T15:49:59", "number": "94", "udf_float_3": 30, "udf_float_4": 40, "award_reward_transactions_set": null, "id": "79845A8FF2D3407B84BC593536BBBFBB", "udf_float_1": 10, "udf_float_2": 20, "udf_string_2": "udf string 2", "udf_string_3": "udf string 3", "udf_string_4": "udf string 4", "amount": 11.5, "product": { "code": "Bronze", "product_type": { "service_type": "TERMED", "used_for_provisioning": true, "alternative_code": "Main Packages", "composition_method": "FLAT", "name": "Main Packages", "description": null, "id": "E186E293AAAB49EE86A729540A4287FE", "classification": "SERVICES", "physical_good_type": null }, "alternative_code": "B", "description": "Bronze", "id": "F50CC52934BD4F119B6E18E215A4FC55" }, "udf_string_5": "udf string 5", "udf_string_1": "udf string 1", "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": "2016-10-07T15:00:00", "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": "udf string 6", "udf_string_7": "udf string 7", "performed_by_unit": { "alternative_code": "adminunit", "group_name": "Main Group", "community_name": "Community", "name": "Admin Unit", "description": "admin unit", "id": "1" }, "udf_string_8": "udf string 8", "external_system": null }, "status": { "code": "OK", "description": "", "message": "" } }
POST customer_events/financial_achievements/cancel
This method is used in order to cancel a posted financial achievement customer event. This method can be applied only on posted financial achievement customer events. A single financial achievement customer event can be cancelled by each call
Resource URL
Parameters
Name | Type | Description | ||||||||||||
token | String | The token retrieved from the login method | ||||||||||||
customer_event_identifier (mandatory) | Customer Event identifier | The identifier of the customer event that should be cancelled. Only customer events of type financial achievement which are posted can be specified. The allowed customer event identifier fields are the following:
| ||||||||||||
fields_set (optional) | List of Strings, comma separated | A list of fields that should be included in the results. If not specified then all the available fields will be returned Available from CRM.COM R10.0 |
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 |
type | String | The type of the retrieved financial achievement customer event which in this case is set to FINANCIAL_ACHIEVEMENT |
life_cycle_state | String | The life cycle state of the customer event which can be POSTED or CANCELLED |
performed_on | Date | The date that the customer event was actually performed |
description | String | A description of the customer event |
payment_medium_identifier | String | The payment medium identifier of the customer event |
amount | Number | The financial achievement customer event's amount Available from CRM.COM R11.0.0 |
process_immediately | Boolean | Defines if the customer event was processed immediately by various business processes or not |
external_system | String | Defines the third party system that generated the customer event |
external_system_reference_number | String | Defines the unique reference number of the customer event in the external system Available from CRM.COM R10.1.0 |
total_awarded_amount | Number | The total amount that was awarded for the customer event in system currency Available from CRM.COM R13.1.0 |
total_awarded_alternative_amount | Number | The total amount that was awarded for the customer event in the alternative currency. Available from CRM.COM R14.2.0 |
udf_string_1 | String | User Defined Field of type String |
udf_string_2 | String | User Defined Field of type String |
udf_string_3 | String | User Defined Field of type String |
udf_string_4 | String | User Defined Field of type String |
udf_string_5 | String | User Defined Field of type String |
udf_string_6 | String | User Defined Field of type String |
udf_string_7 | String | User Defined Field of type String |
udf_string_8 | String | User Defined Field of type String |
udf_float_1 | Float | User Defined Field of type Float |
udf_float_2 | Float | User Defined Field of type Float |
udf_float_3 | Float | User Defined Field of type Float |
udf_float_4 | Float | User Defined Field of type Float |
udf_date_1 | Date | User Defined Field of type Date |
udf_date_2 | Date | User Defined Field of type Date |
udf_date_3 | Date | User Defined Field of type Date |
udf_date_4 | Date | User Defined Field of type Date |
classification | Customer Event Classification Object | The classification of the customer event |
product | Product Object | The product of the customer event. |
payment_medium_type | Payment Medium Type Object | The payment medium type of the customer event |
payment_medium_brand | Payment Medium Brand Object | The payment medium brand of the customer event |
accounts_receivable | Accounts receivable Object | The related accounts receivable |
performed_by_unit | Unit Object | The unit that initiated the customer event |
Log Information Object | The log information related with the retrieved invoice | |
award_reward_transactions_set | Set of Award Reward Transaction Object | The award reward transactions that were created as a result of the financial achievement customer event |
Referred Objects 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 |
Name | Type | Description |
---|---|---|
Id | String | The ID of the product |
code | String | The code of product |
alternative_code | String | The alternative code of product |
description | String | The description of product |
priority_level | Integer | The priority level of the product Available from CRM.COM R12.3.0 |
global_rate | Global Rate Object | The global rate of the retrieved product Available from CRM.COM R15.0.0 |
product_type | Product type object | The type of the product |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved product type |
name | String | The Name of the retrieved product type |
alternative_code | String | The Alternative Code of the retrieved product type |
description | String | The Description of the retrieved product type |
classification | String | The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS |
service_type | String | The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE |
physical_good_type | String | The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE |
composition_method | String | The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE |
used_for_provisioning | Boolean | The flag shows if the retrieved product type is used for provisioning |
udr_type | Usage Detail Record Type | The 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_type | Meter 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
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved usage detail record type |
name | String | The Name of the retrieved usage detail record type |
alternative_code | String | The Alternative Code of the retrieved usage detail record type |
description | String | The Description of the retrieved usage detail record type |
unit_of_measurement | String | The Unit of measurement of the retrieved usage detail record type |
Referred Objects Response Data
Name | Type | Description |
id | String | The 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_code | String | The alternative code of the Unit of measurement |
Name | Type | Description |
---|---|---|
Id | String | The ID of the retrieved meter reading type |
name | String | The Name of the retrieved meter reading type |
alternative_code | String | The Alternative Code of the retrieved meter reading type |
classification | String | The Classification of the retrieved meter reading type |
description | String | The Description of the retrieved meter reading type |
unit_of_measurement | String | The Unit of measurement of the retrieved meter reading type |
Referred Objects Response Data
Name | Type | Description |
id | String | The 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_code | String | The alternative code of the Unit of measurement |
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:
From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED |
global_base_amount | Number | The base price of the product in the Global Price Plan |
base_rate_applied_per | String | The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between
|
uot | String | The 'UOT' applicable for the rate
Available for one-time services |
time_period | Time Period Object | The period and unit of time for which the base amount is applicable for. This is available only on termed services rates. |
uom | String | The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
time_period_value | Number | 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 |
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 |
description | String | The description of the retrieved payment medium type |
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 |
description | String | The description of the retrieved payment medium brand |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
created_date | Date | The date that the retrieved record was created |
updated_date | Date | The last date that the retrieved record was updated |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0 | |
User Object | The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled | |
Unit Object | The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0 | |
Unit Object | The last unit that updated the retrieved record Available from CRM.COM R18.0.0 | |
User Object | The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved unit |
name | String | The name of the retrieved unit |
group_name | String | The name of the group that the retrieved unit belongs to |
community_name | String | The name of the community that the retrieved unit belongs to |
alternative_code | String | The alternative code of the retrieved unit |
description | String | The description of the retrieved unit |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved business unit |
name | String | The name of the retrieved business unit |
code | String | The code of the retrieved business unit |
unified_code | String | The unified code of the retrieved business unit |
description | String | The description of the retrieved business unit |
parent_business_unit_name | String | The name of the parent business unit that the retrieved business unit belongs to |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved user |
username | String | The user name of the retrieved user |
person_name | String | The full name of the retrieved user |
String | The email of the retrieved user |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved award reward transaction |
number | String | The number of the retrieved award reward transaction |
amount | Number | The amount that was awarded by the retrieved award reward transaction in rewards participant's currency |
alternative_amount | Number | 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_state | String | The life cycle state of the retrieved award reward transaction which can be POSTED or CANCELLED |
contribution_percentage | Number | The rewards participating merchant's contribution percentage for the retrieved reward award transaction Available from CRM.COM R10.1.0 |
initiated_currency | Currency Object | The currency in which the reward award transaction was initially created in Available from CRM.COM R14.2.0 |
currency_rate_period | Currency Rate Period Object | The currency rate period of the Reward Award Transaction Available from CRM.COM R10.0.0 |
accounts_receivable | Accounts Receivable Object | The accounts receivable related with the retrieved award reward transaction Available from CRM.COM R17.0.0 |
rewards_participant | Reward Participant Object | The rewards participant related with the retrieved award reward transaction Deprecated from CRM.COM R17.0.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency rate period |
rate | Number | The exchange rate of the currency rate period |
inverse_rate | Number | The inverse exchange rate of the currency rate period |
from_date | Date | The date from which the exchange rate is valid |
to_date | Date | The date until which the exchange rate is valid |
currency | Currency Object | The Currency with which the returned exchange rate information refers to |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved currency |
code | String | The code of the retrieved currency |
prefix_symbol | String | The prefix symbol for the specified currency |
suffix_symbol | String | The suffix symbol for the specified currency |
life_cycle_state | String | The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0 |
integer_part_name | String | The integer part name for the specified currency |
decimal_part_name | String | The decimal part name for the specified currency |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved reward participant |
number | String | The number of the retrieved reward participant |
life_cycle_state | String | The life cycle state of the rewards participant. Available values are EFFECTIVE and TERMINATED. Available from CRM.COM R12.0.0 |
accounts_receivable | Accounts receivable object | The accounts receivable owned by the reward participant |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved accounts receivable |
number | String | The number of the retrieved accounts receivable |
name | String | The name of the retrieved accounts receivable |
life_cycle_state | String | The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED |
account_owner | Contact information object | The contact information owning the accounts receivable |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
company_name | Sting | The company name of the retrieved contact information |
Demographics Object | The demographics information of the retrieved contact information | |
Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
Name | Type | Description |
gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
passport_number | String | The passport number of the retrieved contact information |
passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information Available from CRM.COM R14.0.0 |
social_security_number | String | The social security number of the retrieved contact information |
Date of Birth Object | The date of birth of the retrieved contact information | |
Name Day Object | The name day of the retrieved contact information | |
Country Object | The country of residence of the retrieved contact information | |
Country Object | The ID issued country of retrieved contact information | |
Country Object | The passport issued country of retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
Name | Type | Description |
---|---|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Name | Type | Description |
profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
number_of_employees | Number | The number of employees of the retrieved contact information |
registration_number | String | The registration number of the retrieved contact information |
vat_registration_number | String | The vat registration number of the retrieved contact information |
vat_registered_by | String | The vat registration by of the retrieved contact information |
vat_registration_date | Date | The vat registration date of the retrieved contact information |
tax_reference_number | String | The tax referenece number of the retrieved contact information |
Country Object | The country of residence of the retrieved contact information | |
Industry Object | The industry of retrieved contact information | |
Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
alternative_code | String | The alternative code of the retrieved country |
dialing_code | String | The dialing code of the retrieved country Available from CRM.COM R15.1.0 |
two_character_code | String | The two character code of the retrieved country |
three_character_code | String | The three character code of the retrieved country |
country_flag | Image Object | The flag of the retrieved country Available from CRM.COM R15.1.0 |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
id | String | The ID of the retrieved country flag |
file | File Object | The information of the attached file |
Referred Objects Response Data
Name | Type | Description |
---|---|---|
file_name | String | The name of the file |
file_content_url | String | The url that can be used to access the actual content of the file |
file_mime_type | String | The mime type of the attached file |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
Name | Type | Description |
---|---|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Examples
HTTP Method: POST
Request:
Body:
{ "token":"{{token}}", "customer_event_identifier":{"id":"79845A8FF2D3407B84BC593536BBBFBB"} }
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": "2016-10-07T09:20:12", "updated_date": "2016-10-07T09:23:24", "updated_by_user": { "person_name": "CRM COM", "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": "94", "udf_float_3": null, "udf_float_4": null, "award_reward_transactions_set": null, "id": "79845A8FF2D3407B84BC593536BBBFBB", "udf_float_1": null, "udf_float_2": null, "udf_string_2": null, "udf_string_3": null, "udf_string_4": null, "amount": 11.5, "product": { "code": "Bronze", "alternative_code": "B", "description": "Bronze", "id": "F50CC52934BD4F119B6E18E215A4FC55" }, "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": "CANCELLED", "performed_on": "2016-10-07T15:00:00", "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 }, "status": { "code": "OK", "description": "", "message": "" } }
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