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Available from CRM.COM R4.0.0

GET segmentation/show

This method returns information related with a segmentation.  Single segmentation is returned by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

segmentation_identifier

(mandatory)

Identifier  

The identifier of the segmentation that should be returned as a result. The allowed segmentation identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of the segmentation

number

(semi-optional)

String

The number of the segmentation

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 segment

number

String

The number of the retrieved segment

alternative_codeStringThe alternative code of the retrieved segment

life_cycle_state

String

The life cycle state of the retrieved segment which can be DRAFT or POSTED

criteriaStringThe segmentation criteria of the retrieved segment
entityString

The entity of the retrieved segment which can be one of the following

  • ACCOUNTSRECEIVABLE

  • ACTIVITIES

  • BILLS

  • BUYINADVANCEREQUESTS

  • CONTACTINFORMATION

  • CREDITNOTES
  • FINANCIALTRANSACTIONS
  • INVOICES
  • INVOICECANCELLATIONS

  • JOBS

  • LEADS

  • PAYMENTGATEWAYCARDS

  • PAYMENTGATEWAYREQUESTS

  • PAYMENTS

  • PAYMENTCANCELLATIONS
  • REFUNDS

  • REWARDAWARDTRANSACTIONS

  • REWARDOFFERS

  • REWARDPARTICIPANTS

  • REWARDSPENDTRANSACTIONS

  • SERVICEREQUESTS

  • SUBSCRIPTIONS

  • WALLETS
  • WALLETTRANSACTIONS
  • WRITEOFFS
  • SUBSCRIPTIONACTIONS

SUBSCRIPTIONACTIONS is available from CRM.COM R14.2.0

CREDITNOTES, INVOICES, INVOICECANCELLATIONS, PAYMENTCANCELLATIONS, REFUNDS, REWARDOFFERS, WALLETS, WALLETTRANSACTIONS, WRITEOFFS are available from CRM.COM R15.0.0

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

exceptional_itemsExceptional items objectThe exceptional items of the retrieved segment
log_informationLog Information ObjectThe log information of the retrieved segment

Referred Objects Response Data

 segmentation_exceptional_items object response data

Name

Type

Description

idStringThe id of the segmentation exceptional items
entity_nameString

The entity name of the retrieved segment which can be

  • ACCOUNTSRECEIVABLE

  • ACTIVITIES

  • BILLS

  • BUYINADVANCEREQUESTS

  • CONTACTINFORMATION

  • CREDITNOTES
  • INVOICES
  • INVOICECANCELLATIONS

  • JOBS

  • LEADS

  • PAYMENTGATEWAYCARDS

  • PAYMENTGATEWAYREQUESTS

  • PAYMENTS

  • PAYMENTCANCELLATIONS
  • REFUNDS

  • REWARDAWARDTRANSACTIONS

  • REWARDOFFERS

  • REWARDPARTICIPANTS

  • REWARDSPENDTRANSACTIONS

  • SERVICEREQUESTS

  • SUBSCRIPTIONS

  • WALLETS
  • WALLETTRANSACTIONS
  • WRITEOFFS
  • SUBSCRIPTIONACTIONS

SUBSCRIPTIONACTIONS is available from CRM.COM R14.2.0

CREDITNOTES, INVOICES, INVOICECANCELLATIONS, LEADS, PAYMENTCANCELLATIONS, REFUNDS, REWARDOFFERS, WALLETS, WALLETTRANSACTIONS, WRITEOFFS are available from CRM.COM R15.0.0

entity_valueStringThe primary key value of the entity which is added as an exceptional item of the retrieved segment

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

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

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

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

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

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

updated_by_unit

Unit Object

The last unit that updated the retrieved record

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

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

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

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

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

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

Examples

 Example 1

HTTP Method: GET

 

Request:

Response:

 

GET segmentation/list

This method returns information related with a segmentation.  Multiple communications are returned by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

entityStringThe entity of the segments to be retrieved which can be CONTACT_INFORMATION, SUBSCRIPTIONS, ACCOUNTS_RECEIVABLE, BILLS, ACTIVITIES, JOBS

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 segment

number

String

The number of the retrieved segment

alternative_codeStringThe alternative code of the retrieved segment

life_cycle_state

String

The life cycle state of the retrieved segment which can be DRAFT or POSTED

criteriaStringThe segmentation criteria of the retrieved segment
entityString

The entity of the retrieved segment which can be one of the following

  • ACCOUNTSRECEIVABLE

  • ACTIVITIES

  • BILLS

  • BUYINADVANCEREQUESTS

  • CONTACTINFORMATION

  • CREDITNOTES
  • FINANCIALTRANSACTIONS
  • INVOICES
  • INVOICECANCELLATIONS

  • JOBS

  • LEADS

  • PAYMENTGATEWAYCARDS

  • PAYMENTGATEWAYREQUESTS

  • PAYMENTS

  • PAYMENTCANCELLATIONS
  • REFUNDS

  • REWARDAWARDTRANSACTIONS

  • REWARDOFFERS

  • REWARDPARTICIPANTS

  • REWARDSPENDTRANSACTIONS

  • SERVICEREQUESTS

  • SUBSCRIPTIONS

  • WALLETS
  • WALLETTRANSACTIONS
  • WRITEOFFS
  • SUBSCRIPTIONACTIONS

SUBSCRIPTIONACTIONS is available from CRM.COM R14.2.0

CREDITNOTES, INVOICES, INVOICECANCELLATIONS, PAYMENTCANCELLATIONS, REFUNDS, REWARDOFFERS, WALLETS, WALLETTRANSACTIONS, WRITEOFFS are available from CRM.COM R15.0.0

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

exceptional_itemsExceptional items objectThe exceptional items of the retrieved segment
log_informationLog Information ObjectThe log information of the retrieved segment

Referred Objects Response Data

 segmentation_exceptional_items object response data

Name

Type

Description

idStringThe id of the segmentation exceptional items
entity_nameString

The entity name of the retrieved segment which can be

  • ACCOUNTSRECEIVABLE

  • ACTIVITIES

  • BILLS

  • BUYINADVANCEREQUESTS

  • CONTACTINFORMATION

  • CREDITNOTES
  • INVOICES
  • INVOICECANCELLATIONS

  • JOBS

  • LEADS

  • PAYMENTGATEWAYCARDS

  • PAYMENTGATEWAYREQUESTS

  • PAYMENTS

  • PAYMENTCANCELLATIONS
  • REFUNDS

  • REWARDAWARDTRANSACTIONS

  • REWARDOFFERS

  • REWARDPARTICIPANTS

  • REWARDSPENDTRANSACTIONS

  • SERVICEREQUESTS

  • SUBSCRIPTIONS

  • WALLETS
  • WALLETTRANSACTIONS
  • WRITEOFFS
  • SUBSCRIPTIONACTIONS

SUBSCRIPTIONACTIONS is available from CRM.COM R14.2.0

CREDITNOTES, INVOICES, INVOICECANCELLATIONS, LEADS, PAYMENTCANCELLATIONS, REFUNDS, REWARDOFFERS, WALLETS, WALLETTRANSACTIONS, WRITEOFFS are available from CRM.COM R15.0.0

entity_valueStringThe primary key value of the entity which is added as an exceptional item of the retrieved segment

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

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

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

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

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

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

updated_by_unit

Unit Object

The last unit that updated the retrieved record

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

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

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

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

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

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

Examples

 Example 1

HTTP Method: GET

 

Request:

Response:

 

GET segmentation/preview

This method returns information which is included in the segment. Single segmentation is returned by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

segmentation_identifier

(mandatory)

Identifier  

The identifier of the segmentation that should be returned as a result. The allowed segmentation identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of the segmentation

number

(semi-optional)

String

The number of the segmentation

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

entity_nameStringThe name of the segmentation entity 
entity_idStringThe id of the segmentation entity 
entity_numberStringThe number of the segmentation entity, if applicable 
entity_alternative_codeStringThe alternative code of the segmentation entity, if applicable 
entity_descriptionStringThe description of the segmentation entity, if applicable 
accounts_receivableAccounts Receivable Object

The Accounts Receivable of the segmented entity. Applicable only for Accounts Receivable-based entities and in cases in which the segment's entity is one of the following:

  • BILLS
  • BUYINADVANCEREQUESTS
  • CREDITNOTES
  • INVOICES
  • INVOICECANCELLATIONS
  • JOBS
  • PAYMENTS
  • PAYMENTCANCELLATIONS
  • PAYMENTGATEWAYCARDS
  • PAYMENTGATEWAYREQUESTS
  • REFUNDS
  • REWARDAWARDTRANSACTIONS
  • REWARDPARTICIPANTS
  • REWARDSPENDTRANSACTIONS
  • SERVICEREQUESTS
  • SUBSCRIPTIONS
  • WALLETS
  • WRITEOFFS
  • SUBSCRIPTIONACTIONS
  • Available from CRM.COM R12.0.0
  • SUBSCRIPTIONACTIONS is available from CRM.COM R14.2.0
  • CREDITNOTES, INVOICES, INVOICECANCELLATIONS, REFUNDS, PAYMENTCANCELLATIONS, WALLETS, WRITEOFFS are available from CRM.COM R15.0.0


contact_informationContact Information Object

The Contact Information of the segmented entity. Applicable only for Contact Information-based entities and in cases in which the segment's entity is one of the following:

  • ACTIVITIES
  • LEADS
  • Available from CRM.COM R12.0.0
  • LEADS is available from CRM.COM R15.0.0

Referred Objects Response Data

 segment_accounts_receivable object response data

Name

Type

Description

id

String

The ID of the retrieved accounts receivable

name

String

The name of the retrieved accounts receivable

 segment_contact_information object response data

Name

Type

Description

id

String

The ID of the retrieved contact information

name

String

The full name of the retrieved contact information

Examples

 Example 1

HTTP Method: GET

 

Request:

Response:

 

POST segmentation/exceptional_items/update

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

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

segmentation_identifier

(mandatory)

Identifier  

The identifier of the segmentation that should be returned as a result. The allowed segmentation identifier fields are the following:

Name

Type

Description

id 

(semi-optional)

String

The ID of the segmentation

number

(semi-optional)

String

The number of the segmentation

entity

(mandatory)

StringThe entity of the retrieved segment which can be CONTACT_INFORMATION, SUBSCRIPTIONS, ACCOUNTS_RECEIVABLE, BILLS, ACTIVITIES, JOBS

 

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 segment

number

String

The number of the retrieved segment

alternative_codeStringThe alternative code of the retrieved segment

life_cycle_state

String

The life cycle state of the retrieved segment which can be DRAFT or POSTED

criteriaStringThe segmentation criteria of the retrieved segment
entityString

The entity of the retrieved segment which can be one of the following

  • ACCOUNTSRECEIVABLE

  • ACTIVITIES

  • BILLS

  • BUYINADVANCEREQUESTS

  • CONTACTINFORMATION

  • CREDITNOTES
  • FINANCIALTRANSACTIONS
  • INVOICES
  • INVOICECANCELLATIONS

  • JOBS

  • LEADS

  • PAYMENTGATEWAYCARDS

  • PAYMENTGATEWAYREQUESTS

  • PAYMENTS

  • PAYMENTCANCELLATIONS
  • REFUNDS

  • REWARDAWARDTRANSACTIONS

  • REWARDOFFERS

  • REWARDPARTICIPANTS

  • REWARDSPENDTRANSACTIONS

  • SERVICEREQUESTS

  • SUBSCRIPTIONS

  • WALLETS
  • WALLETTRANSACTIONS
  • WRITEOFFS
  • SUBSCRIPTIONACTIONS

SUBSCRIPTIONACTIONS is available from CRM.COM R14.2.0

CREDITNOTES, INVOICES, INVOICECANCELLATIONS, PAYMENTCANCELLATIONS, REFUNDS, REWARDOFFERS, WALLETS, WALLETTRANSACTIONS, WRITEOFFS are available from CRM.COM R15.0.0

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

exceptional_itemsExceptional items objectThe exceptional items of the retrieved segment
log_informationLog Information ObjectThe log information of the retrieved segment

Referred Objects Response Data

 segmentation_exceptional_items object response data

Name

Type

Description

idStringThe id of the segmentation exceptional items
entity_nameString

The entity name of the retrieved segment which can be

  • ACCOUNTSRECEIVABLE

  • ACTIVITIES

  • BILLS

  • BUYINADVANCEREQUESTS

  • CONTACTINFORMATION

  • CREDITNOTES
  • INVOICES
  • INVOICECANCELLATIONS

  • JOBS

  • LEADS

  • PAYMENTGATEWAYCARDS

  • PAYMENTGATEWAYREQUESTS

  • PAYMENTS

  • PAYMENTCANCELLATIONS
  • REFUNDS

  • REWARDAWARDTRANSACTIONS

  • REWARDOFFERS

  • REWARDPARTICIPANTS

  • REWARDSPENDTRANSACTIONS

  • SERVICEREQUESTS

  • SUBSCRIPTIONS

  • WALLETS
  • WALLETTRANSACTIONS
  • WRITEOFFS
  • SUBSCRIPTIONACTIONS

SUBSCRIPTIONACTIONS is available from CRM.COM R14.2.0

CREDITNOTES, INVOICES, INVOICECANCELLATIONS, LEADS, PAYMENTCANCELLATIONS, REFUNDS, REWARDOFFERS, WALLETS, WALLETTRANSACTIONS, WRITEOFFS are available from CRM.COM R15.0.0

entity_valueStringThe primary key value of the entity which is added as an exceptional item of the retrieved segment

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

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

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

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

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

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

updated_by_unit

Unit Object

The last unit that updated the retrieved record

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

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

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

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

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

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

Examples

 Example 1

HTTP Method: POST

 

Request:

Body:

 

Response:

 
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