Connec API V2
API Endpoint
https://api-connec.maestrano.comThis documentation presents all the entities available on Connec!™, provided by Maestrano.
API Host
Connec!™ API production host is: https://api-connec.maestrano.com
Path prefixing
All API path must be prefixed by the API version (v2) and customer group_id: /api/<version>/<group_id>
E.g: Assuming that my customer group_id is cld-sdf5751, the full path to /organizations will be:
/api/v2/cld-sdf5751/organizations
If you are using one of the Maestrano SDKs, this will automatically be handled for you.
Authentication
The Connec!™ V2 APIs use HTTP basic authentication:
username: <your API key>
password: <your API token>
If you are using one of the Maestrano SDKs, this will automatically be handled for you.
Authentication levels
The API proposes 3 levels of authentication:
Application credentials
When an application is registered on the Developer Platform, a set of API keys is automatically configured for this application. Access to user data is granted once this application has been added to a customer dashboard of applications. Using the Maestrano SDKs will handle the dynamic listing of your application on the various marketplaces available.
Developer credentials
After registering on the developer platform, you can access the Sandbox front-end to test your integration. Under your My Account
settings, section Developer
, you can enable your user credentials and access the Connec!™ API. This set of credentials has access to all the organizations created with your user.
With this set of credentials you can use your org-uid
to query Connec!™
/api/v2/org-sdf5751/organizations
Tenant credentials
This set of credentials is only available to enterprise customers and has access to all your customers data.
Documentation
-
: Uniq attribute
-
: Read only attribute
-
: Mandatory attribute
API | JSON Schemas ¶
JSON Schema for a collection ¶
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"organizations": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Organization UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (cld-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (org-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"name": {
"description": "Organization name",
"type": "string"
},
"reference": {
"description": "Organization reference",
"type": "string"
},
"industry": {
"description": "Industry sector (banking, communication, construction, engineering, finance...)",
"type": "string"
},
"annual_revenue": {
"description": "Organization annual revenue",
"type": "number"
},
"capital": {
"description": "Organization capital",
"type": "number"
},
"number_of_employees": {
"description": "Organization number of employees",
"type": "integer"
},
"is_customer": {
"description": "Organization is classified as a Customer",
"type": "boolean"
},
"is_supplier": {
"description": "Organization is classified as a Supplier",
"type": "boolean"
},
"is_lead": {
"description": "Organization is classified as a Lead",
"type": "boolean"
},
"contact_channel": {
"description": "Channels to join the organization",
"$ref": "#/definitions/contact_channel"
},
"email": {
"description": "Organization email addresses",
"$ref": "#/definitions/email"
},
"address": {
"description": "Organization addresses",
"$ref": "#/definitions/address"
},
"website": {
"description": "Organization websites",
"$ref": "#/definitions/website"
},
"phone": {
"description": "Organization phone and fax numbers",
"$ref": "#/definitions/phone"
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency",
"type": "string"
}
}
}
}
}
}
}
JSON Schema for a collectionGET/api/v2/json_schema/:collection_name
JSON schemas are exposed for each collection
GET /api/v2/json_schema/organizations
API | Querying ¶
List of resources ¶
Body
{
"_links": [
{
"company": {
"href": "/api/v2/cld-945d2/company"
}
},
{
"accounts": {
"href": "/api/v2/cld-945d2/accounts"
}
},
{
"invoices": {
"href": "/api/v2/cld-945d2/invoices"
}
},
{
"credit_notes": {
"href": "/api/v2/cld-945d2/credit_notes"
}
},
{
"credit_payments": {
"href": "/api/v2/cld-945d2/credit_payments"
}
},
{
"sales_orders": {
"href": "/api/v2/cld-945d2/sales_orders"
}
},
{
"...": "..."
}
]
}
List of resourcesGET/api/v2/:group_id/(root path)
The complete list of available resources can be retrieved from the API root endpoint (with group_id specified or not):
GET https://api-connec.maestrano.com/api/v2(/:group_id)
When a group_id is specified in the URL then all generated resource paths in the response will be scoped to that group_id. If not group_id is specified in the URL then all paths in the response will contain a generic :group_id
resource parameter.
This resource listing can help you find your way when navigating through the API by returning the path of all available resources.
Resources collection ¶
Body
{
"organizations": [
{
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-18T03:42:45Z",
"updated_at": "2014-11-18T03:42:45Z",
"name": "DoeCorp Inc."
},
{
"id": "e12303c1-7102-0032-661e-100304937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-11T03:12:45Z",
"updated_at": "2014-11-12T03:32:45Z",
"name": "Jack Corp Inc."
},
{
"...": "..."
}
]
}
Resources collectionGET/api/v2/:group_id/:collection_name
To retrieve a collection of resources, an HTTP GET request is issued agains the resources endpoint. By default, only the first 100 elements of the collection ordered by creation date are returned. Refer to the filter and pagination section below for more details.
Assuming your application group_id is cld-dkg601
, to retrieve the list of organizations
the following request is sent
GET /api/v2/cld-dkg601/organizations
Single Resource ¶
Body
{
"organizations": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-18T03:42:45Z",
"updated_at": "2014-11-18T03:42:45Z",
"name": "DoeCorp Inc."
}
}
Single ResourceGET/api/v2/:group_id/:collection_name/:id
To fetch a single resource by its unique identifier, a GET request against the resource URL can be sent.
GET /api/v2/cld-dkg601/organizations/e32303c1-5102-0132-661e-600308937d74
Pagination ¶
Body
{
"events": [
{
"id": "aace0181-a55a-0132-47cc-22000aac819e",
"code": "EV87"
},
{
"...": "..."
}
],
"pagination": {
"skip": 0,
"top": 10,
"total": 37,
"next": "https://api-connec.maestrano.com/api/v2/cld-dkg601/events?%24skip=10&%24top=10"
}
}
PaginationGET/api/v2/:group_id/:collection_name?$top=100&$skip=10
When retrieving a collection of resources, only the first 100 elements are returned by default. To fetch the entire collection, the pagination mechanism must be used. The following parameters can be specified in the URL:
$top the number of elements to return
$skip the index of the first element
$orderby the field(s) to order resources on
The pagination details are returned when fetching a collection, including the next
and previous
URL for convenience.
Examples:
Request to fetch the first 10 Events (response provided)
GET /api/v2/cld-dkg601/events?$top=10
Request to retrieve the last created Organization
GET /api/v2/cld-dkg601/organizations?$top=1&$orderby=created_at desc
Request to retrieve the Organizations from index 10 to 19 ordered by name
GET /api/v2/cld-dkg601/organizations?$top=10&$skip=10&$orderby=name asc
Filtering ¶
Body
{
"organizations": [
{
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2015-04-18T03:42:45Z",
"updated_at": "2016-01-18T03:42:45Z",
"name": "DoeCorp Inc."
},
{
"id": "e12303c1-7102-0032-661e-100304937d74",
"group_id": "cld-4d7f86",
"created_at": "2015-05-11T03:12:45Z",
"updated_at": "2015-06-12T03:32:45Z",
"name": "Jack Corp Inc."
}
]
}
FilteringGET/api/v2/:group_id/:collection_name?$filter=:filter_query
To filter a request on the collection of resources, the $filter
URL parameter can be specified. The following criteria are currently supported:
eq attribute must be equal to value
gt attribute must be greater than value
gte attribute must be greater or equal to value
lt attribute must be lower than value
lte attribute must be lower or equal to value
ne attribute must not be equal to value
nin attribute must not be included in the array
in attribute must be included in the array
Examples:
Retrieve the Organizations having 5 employees and created after 31/03/2015 (response provided)
GET /api/v2/cld-dkg601/organizations?$filter=number_of_employees eq 5 and created_at gt '2015-03-31'
Retrieve the Invoices that are neither at status “DRAFT” nor “VOIDED”
GET /api/v2/cld-dkg601/invoices?$filter=status nin ['DRAFT','VOIDED']
Retrieve Invoices providing a list of ids (the id field must be passed as _id):
GET /api/v2/cld-dkg601/invoices?$filter=_id in ['e32303c1-5102-0132-661e-600308937d74','e12303c1-7102-0032-661e-100304937d74']
Filters can be combined with Pagination parameters
api/v2/org-fnfv/organizations?$filter=name ne 'DOE Inc'&$orderby=updated_at desc
In order to filter using a nested field, use dotted notation
api/v2/org-fnfv/organizations?$filter=email.address ne 'johnsmith@test.com'&$orderby=created_at desc
Filtering can be used to return the total number of entries of a collection subset
api/v2/group_id/journals?$top=0&$filter=journal_lines.account_id eq 'c6c27b81-1577-0134-99b8-31e5d21a2769'
Custom headers ¶
Custom headersGET/api/v2/:group_id/:collection_name
Several custom headers are available to refine the data that you query:
CONNEC-COUNTRY-FORMAT=alpha2
The API returns by default the full name of countries, like Australia. With this header, it will returns a two letters code as definied by the ISO 3166, like AU.
API | Save Data ¶
Resource creation ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": {
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Resource creationPOST/api/v2/:group_id/:collection_name
To create a new resource, an HTTP POST request is issued against the resource collection endpoint. The payload of the request must contain the resource attributes as described in the resources schemas in the sections below.
Assuming your application group_id is cld-dkg601
, to create a resource of type organizations
the following request can be sent:
POST /api/v2/cld-dkg601/organizations
with the following payload:
{
"organizations": {
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Smart merging
When creating an entity, you can specify which attributes you want to use to merge with an existing record. If a record is matched, it will behave like an update request and return the existing entity with a 200 status code. This can be specified with the option matching_fields
Match on a single field
POST /api/v2/cld-dkg601/organizations
{
"organizations": {
"opts": {"matching_fields": ["name"]},
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Match on multiple fields (matches name and reference)
POST /api/v2/cld-dkg601/organizations
{
"organizations": {
"opts": {"matching_fields": ["name", "reference"]},
"name": "Doe Corp Inc.",
"reference": "015401",
"is_customer": true
}
}
Match on multiple sets of fields (matches either name or reference)
POST /api/v2/cld-dkg601/organizations
{
"organizations": {
"opts": {"matching_fields": [["name"], ["reference"]]},
"name": "Doe Corp Inc.",
"reference": "015401",
"is_customer": true
}
}
Resource update ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": {
"name": "DoeCorp Inc.",
"is_supplier": true
}
}
Body
{
"organizations": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Resource updatePUT/:collection_name/:id
To update a resource, an HTTP PUT request is issued against the single resource endpoint. The payload of the request must contain the resource attributes as described in the resources schemas in the sections below.
Assuming your application group_id is cld-dkg601
, to update a resource of type organizations
with the id e32303c1-5102-0132-661e-600308937d74
the following request can be sent:
PUT /api/v2/cld-dkg601/organizations/e32303c1-5102-0132-661e-600308937d74
with the following payload:
{
"organizations": {
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Integration considerations
As new objects are created in Connec!™, it is required that you maintain a mapping between your application entities and the Connec!™ resources to perform updates against the resources. More information can be found on the Maestrano developer documentation: Multi-tenant > ID mapping
Nested collections operations
When updating an entity with nested fields (such as ‘lines’), you can specify the behaviour desired. This can be specified with the option sparse
“sparse”: true => collection elements not specified in the update requests are not modified
“sparse”: false => collection elements not specified in the update requests are deleted
Given the following record exists
{
"employees": {
"id": "4fc4d621-8037-0133-3e14-025dd6a1bb31",
"first_name": "John",
"last_name": "Doe",
"birth_date": "1976-03-17",
"work_locations": [
{
"id": "568f021e9537296f45004856",
"role": "developer",
"work_location_id": "c48ca3b1-97cb-0133-6118-060bcee6eb9d"
},
{
"id": "568f021e9537296f45004858",
"role": "developer",
"work_location_id": "e9c39df1-97cb-0133-611c-060bcee6eb9d"
}
],
"channel_id": "org-abcd",
"resource_type": "employees"
}
}
Sending a sparse PUT request as follows:
{
"employees": {
"opts": {
"sparse": true
},
"work_locations": [
{
"role": "software developer",
"work_location_id": "c48ca3b1-97cb-0133-6118-060bcee6eb9d"
}
]
}
}
Will receive this response:
{
"employees": {
"id": "4fc4d621-8037-0133-3e14-025dd6a1bb31",
"first_name": "John",
"last_name": "Doe",
"birth_date": "1976-03-17",
"work_locations": [
{
"id": "568f021e9537296f45004856",
"role": "software developer",
"work_location_id": "c48ca3b1-97cb-0133-6118-060bcee6eb9d"
},
{
"id": "568f021e9537296f45004858",
"role": "developer",
"work_location_id": "e9c39df1-97cb-0133-611c-060bcee6eb9d"
}
],
"channel_id": "org-abcd",
"resource_type": "employees"
}
}
Sending a non sparse PUT request:
{
"employees": {
"opts": {
"sparse": false
},
"work_locations": [
{
"role": "software developer",
"work_location_id": "c48ca3b1-97cb-0133-6118-060bcee6eb9d"
}
]
}
}
Response:
{
"employees": {
"id": "4fc4d621-8037-0133-3e14-025dd6a1bb31",
"first_name": "John",
"last_name": "Doe",
"birth_date": "1976-03-17",
"work_locations": [
{
"id": "568f021e9537296f45004856",
"role": "software developer",
"work_location_id": "c48ca3b1-97cb-0133-6118-060bcee6eb9d"
}
],
"channel_id": "org-abcd",
"resource_type": "employees"
}
}
API | Batch Calls ¶
Batch Calls ¶
Headers
Content-Type: application/json
Body
{
"ops": [
{
"method": "get",
"url": "/api/v2/cld-sdf5751/organizations",
"params": {
"sso_session": "572d934f3dd74e3749e451e5ccd55b840071f5c9",
"$top": 1
}
},
{
"method": "post",
"url": "/api/v2/cld-sdf5751/organization",
"params": {
"organizations": {
"name": "Doe Corp Inc.",
"is_customer": true
}
},
"headers": {
"Authorization": "Basic bWFlc3RyYW5vOmlzQXdlc29tZQ=="
}
},
{
"method": "delete",
"url": "/oh/no/error",
"headers": {
"break": "fast"
}
}
],
"sequential": true
}
Headers
Content-Type: application/json
Body
{
results: [
{status: 200, body: {organizations:[{id: ...], headers: {"X-Frame-Options": "SAMEORIGIN" ...,},
{status: 200, body: {organizations: {id: ...}, headers: {"X-Frame-Options": "SAMEORIGIN" ...,}},
{status: 404, body: "Not Found", headers: {"X-Cascade": "pass"}}
]
}
Batch CallsPOST/batch
General Concepts
It is possible batch API queries/updates mixing multiple entities in one API call.
The example shows that each request in the batch - or “operation” in batch parlance - is equivalent to a regular API call as described for each API resource in this documentation.
Each operation contains the following attributes:
-
url: the API endpoint to hit, formatted exactly as you would for a regular REST API request, leading / and all. (required)
-
method: what type of request to make – GET, POST, PUT, etc. If no method is supplied, GET is assumed. (optional)
-
params: a hash of arguments to the API. This can be used for both GET and PUT/POST/PATCH requests. (optional)
-
headers: a hash of request-specific headers. The headers sent in the request will be included as well, with operation-specific headers taking precendence. (optional)
These individual operations are supplied as the “ops” parameter in the overall request. Other options include:
- sequential: execute all operations sequentially, rather than in parallel. This parameter is currently REQUIRED and must be set to true. (In the future the Batch API will offer parallel processing for thread-safe apps, and hence this parameter must be supplied in order to explicitly preserve expected behavior.)
Authentication
Each operation call needs to be authenticated. Either with:
-
SSO: add a
sso_session
in theparams
-
Basic Authentication: add a
Authorization
inheaders
with base 64 encoded authentication: base64(username:password) (https://en.wikipedia.org/wiki/Basic_access_authentication#Client_side)
Responses
The Batch API will always return a 200, with a JSON body containing the individual responses under the “results” key. Those responses, in turn, contain the same main components of any HTTP response:
-
status: the HTTP status (200, 201, 400, etc.)
-
body: the rendered body
-
headers: any response headers
Errors
Errors in individual Batch API requests will be returned inline, with the same status code and body they would return as individual requests.
If the Batch API itself returns a non-200 status code, that indicates a global problem.
API Admin | Webhooks ¶
To support third-party information systems integrations, Connec!™ can be configured to send notifications to webhooks. These webhooks must be configured using admin credentials and will be triggered for all the customers. Configuring a Webhook will POST the content of created/updated entities subscribed to the endpoint.
Note:
-
api_key, api_secret, endpoint, and name are all required fields, the others are optional
-
subscribed_entities must be in an array
-
detailed_notifications must be a boolean value
- false: only the entity type and id are sent
- true: the complete object content is sent
-
period (seconds - default: 60) must be an integer value. The updated entities will be batched together into notifications sent periodically. When period is set at 0, the notifications are sent in real time (one notification sent per entity updated)
-
max_size must be an integer value (default: 30)
-
timeout (seconds - default: 5) corresponds to the maximum timeout after which the webhook notification will fail and restart later
To delete an existing webhook make a DELETE request to ‘api/v2/admin/webhooks/:id’.
Webhooks List ¶
Headers
Content-Type: application/vnd.api+json
Body
[
{
"_id": {
"$oid": "57c63bca42a4fbbd4666f8f5"
},
"api_key": "username",
"api_secret": "password",
"detailed_notifications": true,
"endpoint": "https://myapplication.com/api/notifications",
"name": "my-application",
"period": 60,
"max_size": 30,
"timeout": 5,
"subscribed_entities": [
"Journals",
"Accounts",
"People",
"Organizations",
"Invoices",
"CreditNotes",
"Employees",
"PayRuns",
"PayStubs",
"Items",
"Opportunities",
"AppUsers",
"PaySchedules",
"PayItems"
]
}
]
Get WebhooksGET/api/v2/admin/webhooks
Get the list of webhooks.
Headers
Content-Type: application/vnd.api+json
Body
{
"api_key": "username",
"api_secret": "password",
"detailed_notifications": true,
"endpoint": "https://myapplication.com/api/notifications",
"name": "my-application",
"subscribed_entities": [
"Journals"
],
"period": 60,
"max_size": 30,
"timeout": 5
}
Headers
Content-Type: application/vnd.api+json
Body
{
"_id": {
"$oid": "57c63bca42a4fbbd4666f8f5"
},
"api_key": "username",
"api_secret": "password",
"detailed_notifications": true,
"endpoint": "https://myapplication.com/api/notifications",
"name": "my-application",
"subscribed_entities": [
"Journals"
],
"period": 60,
"max_size": 30,
"timeout": 5
}
Create New WebhookPOST/api/v2/admin/webhooks
Create a new Webhook.
Webhook ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"_id": {
"$oid": "57c63bca42a4fbbd4666f8f5"
},
"api_key": "username",
"api_secret": "password",
"detailed_notifications": true,
"endpoint": "https://myapplication.com/api/notifications",
"name": "my-application",
"subscribed_entities": [
"Journals"
],
"period": 60,
"max_size": 30,
"timeout": 5
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get WebhookGET/api/v2/admin/webhooks/{id}
Get a single webhook.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The webhook ID
Headers
Content-Type: application/vnd.api+json
Body
{
"api_key": "username",
"api_secret": "password",
"detailed_notifications": true,
"endpoint": "https://myapplication.com/api/notifications",
"name": "my-application",
"subscribed_entities": [
"Journals"
],
"period": 60,
"max_size": 30,
"timeout": 5
}
Headers
Content-Type: application/vnd.api+json
Body
{
"_id": {
"$oid": "57c63bca42a4fbbd4666f8f5"
},
"api_key": "username",
"api_secret": "password",
"detailed_notifications": true,
"endpoint": "https://myapplication.com/api/notifications",
"name": "my-application",
"subscribed_entities": [
"Journals"
],
"period": 60,
"max_size": 30,
"timeout": 5
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a WebhookPUT/api/v2/admin/webhooks/{id}
Update a single Webhook
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The webhook ID
Headers
Content-Type: application/vnd.api+json
Headers
Content-Type: application/vnd.api+json
Body
{
"_id": {
"$oid": "57c63bca42a4fbbd4666f8f5"
},
"api_key": "username",
"api_secret": "password",
"detailed_notifications": true,
"endpoint": "https://myapplication.com/api/notifications",
"name": "my-application",
"subscribed_entities": [
"Journals"
],
"period": 60,
"max_size": 30,
"timeout": 5
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Delete a WebhookDELETE/api/v2/admin/webhooks/{id}
Delete a Webhook
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The webhook ID
Body
{
"journals": {
"id": "43372dd0-ec38-0134-4938-0021cc6899a1",
"status": "ACTIVE",
... ,
"journal_lines": [
{
"id": "58ca2416bd44784f884f5495",
"status": "ACTIVE",
"posting_type": "DEBIT",
"account_id": "74032b40-ec36-0134-3ddf-0021cc6899a1",
...,
"tags": [
{
"id": "58ca223abd44784f884f382f",
"tag_reference_value_id": "59641c9bbd447854b5ad751e"
}
]
},
{
...
}
],
"created_at": "2017-03-16T05:35:19Z",
"updated_at": "2017-03-16T05:35:19Z",
"group_id": "org-fbbj",
"channel_id": "org-fbbj",
"resource_type": "journals"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"invoices": {
"id": "26058520-a443-0134-2a60-0021cc6899a1",
"tags": [
{
"tag_reference_value_id": "59641c9bbd447854b5ad751e"
}
]
}
}
Body
{
"invoices": {
"id": "26058520-a443-0134-2a60-0021cc6899a1",
"code": "IN1",
"...": "...",
"tags": [
{
"id": "58d33160bd447835aaee6f62",
"name": "Region",
"value": "Test"
}
]
}
}
API | Topics ¶
Accounting
CRM
Event management
Inventory
Payroll
Project management
API | Attribute Types ¶
Account Classifications
Accounts classification, type and subtype
Classification | Type | SubType |
---|---|---|
ASSET | BANK | CASHONHAND |
CHECKING | ||
MONEYMARKET | ||
RENTSHELDINTRUST | ||
SAVINGS | ||
TRUSTACCOUNTS | ||
OTHERCURRENTASSET | EMPLOYEECASHADVANCES | |
ALLOWANCEFORBADDEBTS | ||
DEVELOPMENTCOSTS | ||
OTHERCURRENTASSETS | ||
INVENTORY | ||
LOANSTOOFFICERS | ||
INVESTMENT_MORTGAGEREALESTATELOANS | ||
INVESTMENT_OTHER | ||
INVESTMENT_TAXEXEMPTSECURITIES | ||
INVESTMENT_USGOVERNMENTOBLIGATIONS | ||
LOANSTOOTHERS | ||
LOANSTOSTOCKHOLDERS | ||
PREPAIDEXPENSES | ||
RETAINAGE | ||
UNDEPOSITEDFUNDS | ||
FIXEDASSET | FURNITUREANDFIXTURES | |
ACCUMULATEDDEPLETION | ||
ACCUMULATEDDEPRECIATION | ||
DEPLETABLEASSETS | ||
LAND | ||
LEASEHOLDIMPROVEMENTS | ||
OTHERFIXEDASSETS | ||
ACCUMULATEDAMORTIZATION | ||
BUILDINGS | ||
INTANGIBLEASSETS | ||
MACHINERYANDEQUIPMENT | ||
VEHICLES | ||
OTHERASSET | LICENSES | |
LEASEBUYOUT | ||
OTHERLONGTERMASSETS | ||
SECURITYDEPOSITS | ||
ACCUMULATEDAMORTIZATIONOFOTHERASSETS | ||
GOODWILL | ||
ORGANIZATIONALCOSTS | ||
ACCOUNTSRECEIVABLE | ACCOUNTSRECEIVABLE | |
EQUITY | EQUITY | OPENINGBALANCEEQUITY |
PARTNERSEQUITY | ||
RETAINEDEARNINGS | ||
ACCUMULATEDADJUSTMENT | ||
OWNERSEQUITY | ||
PAIDINCAPITALORSURPLUS | ||
PARTNERCONTRIBUTIONS | ||
PARTNERDISTRIBUTIONS | ||
PREFERREDSTOCK | ||
COMMONSTOCK | ||
TREASURYSTOCK | ||
EXPENSE | EXPENSE | TRAVEL |
ADVERTISINGPROMOTIONAL | ||
BADDEBTS | ||
BANKCHARGES | ||
CHARITABLECONTRIBUTIONS | ||
ENTERTAINMENT | ||
ENTERTAINMENTMEALS | ||
EQUIPMENTRENTAL | ||
GLOBALTAXEXPENSE | ||
INSURANCE | ||
INTERESTPAID | ||
LEGALPROFESSIONALFEES | ||
OFFICEGENERALADMINISTRATIVEEXPENSES | ||
OTHERMISCELLANEOUSSERVICECOST | ||
PROMOTIONALMEALS | ||
RENTORLEASEOFBUILDINGS | ||
REPAIRMAINTENANCE | ||
SHIPPINGFREIGHTDELIVERY | ||
SUPPLIESMATERIALS | ||
TRAVELMEALS | ||
UTILITIES | ||
AUTO | ||
COSTOFLABOR | ||
DUESSUBSCRIPTIONS | ||
PAYROLLEXPENSES | ||
TAXESPAID | ||
OTHEREXPENSE | DEPRECIATION | |
EXCHANGEGAINORLOSS | ||
OTHERMISCELLANEOUSEXPENSE | ||
PENALTIESSETTLEMENTS | ||
AMORTIZATION | ||
COSTOFGOODSSOLD | COSTOFLABORCOS | |
EQUIPMENTRENTALCOS | ||
OTHERCOSTSOFSERVICECOS | ||
SHIPPINGFREIGHTDELIVERYCOS | ||
SUPPLIESMATERIALSCOGS | ||
LIABILITY | ACCOUNTSPAYABLE | ACCOUNTSPAYABLE |
CREDITCARD | CREDITCARD | |
LONGTERMLIABILITY | NOTESPAYABLE | |
OTHERLONGTERMLIABILITIES | ||
SHAREHOLDERNOTESPAYABLE | ||
OTHERCURRENTLIABILITY | OTHERCURRENTLIABILITIES | |
DIRECTDEPOSITPAYABLE | ||
LINEOFCREDIT | ||
LOANPAYABLE | ||
GLOBALTAXPAYABLE | ||
GLOBALTAXSUSPENSE | ||
PAYROLLCLEARING | ||
PAYROLLTAXPAYABLE | ||
PREPAIDEXPENSESPAYABLE | ||
RENTSINTRUSTLIABILITY | ||
TRUSTACCOUNTSLIABILITIES | ||
FEDERALINCOMETAXPAYABLE | ||
INSURANCEPAYABLE | ||
SALESTAXPAYABLE | ||
STATELOCALINCOMETAXPAYABLE | ||
REVENUE | INCOME | OTHERPRIMARYINCOME |
NONPROFITINCOME | ||
SALESOFPRODUCTINCOME | ||
SERVICEFEEINCOME | ||
DISCOUNTSREFUNDSGIVEN | ||
OTHERINCOME | OTHERINVESTMENTINCOME | |
DIVIDENDINCOME | ||
INTERESTEARNED | ||
OTHERMISCELLANEOUSINCOME | ||
TAXEXEMPTINTEREST |
Address ¶
Sub type. Represents a postal address.
Body
{
"attention": "Mr John Smith",
"line1": "Suite 102",
"line2": "410 Elizabeth Street",
"city": "Surry Hills",
"region": "NSW",
"postal_code": "2010",
"country": "AU"
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"attention": {
"description": "Contact name",
"type": "string"
},
"attention_first_name": {
"description": "Contact first name",
"type": "string"
},
"attention_last_name": {
"description": "Contact last name",
"type": "string"
},
"line1": {
"description": "First address line",
"type": "string"
},
"line2": {
"description": "Second address line",
"type": "string"
},
"city": {
"description": "City",
"type": "string"
},
"region": {
"description": "State, region or department",
"type": "string"
},
"postal_code": {
"description": "Zip or postal code",
"type": "string"
},
"country": {
"description": "Country alpha-2 code",
"type": "string"
}
}
}
}
}
AddressGET/#/definitions/address
Address schema.
Attributes
Field | Type | Description | |
---|---|---|---|
attention | String | Contact name. Concatenation of attention_first_name and attention_last_name if not provided |
|
attention_first_name | String | Contact first name | |
attention_last_name | String | Contact last name | |
line1 | String | First address line | |
line2 | String | Second address line | |
city | String | City | |
region | String | State, region or department | |
postal_code | String | Zip or postal code | |
country | String | Country alpha-2 code |
Address Group ¶
Sub type. Represents shipping and billing addresses.
Body
{
"billing": {
"line1": "Suite 102 ",
"line2": "410 Elizabeth Street",
"city": "Surry Hills",
"region": "NSW",
"postal_code": "2010",
"country": "AU"
},
"billing2": {
"line1": "3724 Divisadero Street ",
"line2": "",
"city": "San Francisco",
"region": "CA",
"postal_code": "94123",
"country": "US"
},
"shipping": {
"line1": "Suite 102 ",
"line2": "410 Elizabeth Street",
"city": "Surry Hills",
"region": "NSW",
"postal_code": "2010",
"country": "AU"
},
"shipping2": {
"line1": "Mr John Smith",
"line2": "PO Box 99",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
}
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address_group": {
"type": "object",
"properties": {
"billing": {
"description": "Primary billing address",
"$ref": "#/definitions/address"
},
"billing2": {
"description": "Secondary billing address",
"$ref": "#/definitions/address"
},
"shipping": {
"description": "Primary shipping address",
"$ref": "#/definitions/address"
},
"shipping2": {
"description": "Secondary shipping address",
"$ref": "#/definitions/address"
}
}
}
}
}
Email Group ¶
Sub type. Represents emails.
Body
{
"address": "john27@maestrano.com",
"address2": "jack27@example.com"
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
},
}
}
}
}
Email GroupGET/#/definitions/email_group
Email Group schema.
Attributes
Field | Type | Description | |
---|---|---|---|
address | String | Primary email address | |
address2 | String | Secondary email address |
Price ¶
Sub type. Represents a price detail including net, total and tax amounts.
Business Rules
The amounts and tax rates will be auto-computed in case of values missing. At the very least, one of the following attributes combinations must be provided:
-
total_amount
andtax_rate
-
net_amount
andtax_rate
-
net_amount
andtax_amount
Thetax_rate
may also be deduced from the associated object tax code (when applicable).
Body
{
"total_amount": 110,
"net_amount": 100,
"tax_amount": 10,
"tax_rate": 10,
"currency": "AUD"
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency",
"type": "string"
}
}
}
}
}
PriceGET/#/definitions/price
Price schema.
Attributes
Field | Type | Description | |
---|---|---|---|
total_amount | Number | Total amount including taxes | |
net_amount | Number | Net amount excluding taxes | |
tax_amount | Number | Total tax amount | |
tax_rate | Number | Applicable tax rate | |
currency | String | Price currency code |
Telephone Group ¶
Sub type. Represents phone numbers.
Body
{
"landline": "+61 (0) 2 9211 7532",
"landline2": "+1 415 710 1939",
"mobile": "+61 (0) 416 784 365",
"mobile2": "+61 (0) 416 784 366",
"fax": "+61 (0) 2 9211 7530",
"fax2": "+1 415 710 1930",
"pager": "61123456789",
"pager2": "12481234567"
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
}
Telephone GroupGET/#/definitions/telephone_group
Telephone Group schema.
Attributes
Field | Type | Description | |
---|---|---|---|
landline | String | Primary landline number | |
landline2 | String | Secondary landline number | |
mobile | String | Primary mobile number | |
mobile2 | String | Secondary mobile number | |
fax | String | Primary fax number | |
fax2 | String | Secondary fax number | |
pager | String | Primary pager number | |
pager2 | String | Secondary pager number |
Bank Account ¶
Sub type. Represents the payment details of a bank account.
Body
{
"bic_code": "12345-12310",
"account_number": "78945 4410",
"bsb_number": "123-123"
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"bank_account": {
"type": "object",
"properties": {
"bic_code": {
"description": "Bic code",
"type": "string"
},
"account_number": {
"description": "Account number",
"type": "string"
},
"bsb_number": {
"description": "BSB number",
"type": "string"
}
}
}
}
}
Bank AccountGET/#/definitions/bank_account
Bank Account schema.
Attributes
Field | Type | Description | |
---|---|---|---|
bic_code | String | Bic code | |
account_number | String | Account number | |
bsb_number | String | BSB number |
Website Group ¶
Sub type. Represents websites.
Body
{
"url": "maestrano.com",
"url2": "enterprise.maestrano.com"
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
},
}
}
}
}
Website GroupGET/#/definitions/website_group
Website Group schema.
Attributes
Field | Type | Description | |
---|---|---|---|
url | String | Primary website url | |
url2 | String | Secondary website url |
Contact channel ¶
Sub type. Represents ways to join the contact.
Body
{
"skype": "doecorp",
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
}
Contact channelGET/#/definitions/contact_channel
Contact channel schema.
Attributes
Field | Type | Description | |
---|---|---|---|
skype | String | Skype account |
Accounts ¶
Describe an accounting account as one would find in a Chart of Accounts.
Accounts JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"accounts": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Account UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "Account status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"name": {
"description": "Account name",
"type": "string"
},
"reference": {
"description": "Account reference",
"type": "string"
},
"description": {
"description": "Account description",
"type": "string"
},
"currency": {
"description": "Account currency",
"default": "USD",
"type": "string"
},
"classification": {
"description": "Concatenated value of the classification, type and sub type of the account",
"type": "string"
},
"class": {
"description": "Account classification. The classification is inferred by the account type if omitted on account creation",
"enum": [
"ASSET",
"EQUITY",
"EXPENSE",
"LIABILITY",
"REVENUE"
]
},
"type": {
"description": "Account type",
"enum": [
"BANK",
"OTHERCURRENTASSET",
"FIXEDASSET",
"OTHERASSET",
"ACCOUNTSRECEIVABLE",
"EQUITY",
"EXPENSE",
"OTHEREXPENSE",
"COSTOFGOODSSOLD",
"ACCOUNTSPAYABLE",
"CREDITCARD",
"LONGTERMLIABILITY",
"OTHERCURRENTLIABILITY",
"INCOME",
"OTHERINCOME"
]
},
"sub_type": {
"description": "Account sub type",
"type": "string"
},
"bank_account": {
"$ref": "#/definitions/bank_account"
},
"opening_balance": {
"type": "number",
"description": "Account opening balance"
},
"current_balance": {
"type": "number",
"description": "Account current balance"
},
"current_balance_with_sub_accounts": {
"type": "number",
"description": "Account current balance (including sub accounts balances)"
},
"parent_account_id": {
"type": "string",
"descritpion": "Id of the parent account"
},
"address": {
"$ref": "#/definitions/address"
}
},
"required": [
"name",
"type"
]
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"bank_account": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"bank_account": {
"type": "object",
"properties": {
"bic_code": {
"type": "string"
},
"account_number": {
"type": "string"
},
"bsb_number": {
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/accounts
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Account UUID | |
group_id | String | Group ID | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Unique code, auto-generated if not specified | |
status | Account status | ||
name | String | Account name | |
reference | String | Account reference | |
description | String | Account description | |
currency | String | Account currency | |
classification | String | Concatenated value of the classification, type and sub type of the account | |
class | Account classification. The classification is inferred by the account type if omitted on account creation | ||
type | Account type | ||
sub_type | String | Account sub type | |
bank_account | Bank Account | ||
opening_balance | Number | Account opening balance | |
current_balance | Number | Account current balance | |
current_balance_with_sub_accounts | Number | Account current balance (including sub accounts balances) | |
parent_account_id | String | ||
address | Address |
Accounts List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"accounts": [
{
"id": "8b378a81-5a96-0132-3097-600308937d74",
"group_id": "cld-f45g7f5",
"created_at": "2014-11-30T08:12:26Z",
"updated_at": "2014-11-30T08:12:26Z",
"code": "ACCRCV",
"status": "ACTIVE",
"name": "Accounts Receivable",
"reference": "20001",
"description": "Accounts Receivable",
"currency": "USD",
"classification": "ASSET",
"type": "ACCOUNTSRECEIVABLE",
"sub_type": "ACCOUNTSRECEIVABLE",
"bank_account": {
"bic_code": "12345-12310",
"account_number": "78945 4410",
"bsb_number": "123-123"
},
"opening_balance": 0,
"tax_code_id": "5fasdd8a1-6t86-2162-3098-600308937e98",
"parent_account_id": "8b37d8a1-5a96-0132-3098-600308937d74",
"address": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
}
}
]
}
Get AccountsGET/api/v2/:group_id/accounts
Get the list of accounts.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Account UUID | |
group_id | String | Group ID | |
created_at | Date-time | Account creation date | |
updated_at | Date-time | Account last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | Account name | |
reference | String | Account reference | |
description | String | Short description of the account | |
currency | String | Account currency code. The company currency is used if not provided | |
classification | Enum | Account classification. Inferred by the account type if omitted on creation | |
type | Enum | Account type. Refer to the Accounts classification section | |
sub_type | Enum | Account sub type. Refer to the Accounts classification section | |
opening_balance | Number | Account opening balance | |
tax_code_id | Reference | Id of the tax code associated with the account | |
parent_account_id | Reference | Id of the parent account | |
address | Address group | Account addresses | |
bank_account | Bank account | Account payment details |
Headers
Content-Type: application/vnd.api+json
Body
{
"accounts": {
"name": "Accounts Receivable",
"code": "ACCRCV",
"description": "Accounts Receivable",
"status": "ACTIVE",
"currency": "USD",
"classification": "ASSET",
"type": "ACCOUNTSRECEIVABLE",
"sub_type": "ACCOUNTSRECEIVABLE",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"accounts": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Accounts Receivable",
"code": "ACCRCV",
"description": "Accounts Receivable",
"status": "ACTIVE",
"currency": "USD",
"classification": "ASSET",
"type": "ACCOUNTSRECEIVABLE",
"sub_type": "ACCOUNTSRECEIVABLE",
}
}
Create New AccountPOST/api/v2/:group_id/accounts
Create a new account.
Account ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"accounts": {
"id": "8b378a81-5a96-0132-3097-600308937d74",
"group_id": "cld-f45g7f5",
"created_at": "2014-11-30T08:12:26Z",
"updated_at": "2014-11-30T08:12:26Z",
"name": "Accounts Receivable",
"code": "ACCRCV",
"description": "Accounts Receivable",
"status": "ACTIVE",
"currency": "USD",
"classification": "ASSET",
"type": "ACCOUNTSRECEIVABLE",
"sub_type": "ACCOUNTSRECEIVABLE",
"bank_account": {
"bic_code": "12345-12310",
"account_number": "78945 4410",
"bsb_number": "123-123"
},
"parent_account_id": "8b37d8a1-5a96-0132-3098-600308937d74",
"address": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get AccountGET/api/v2/:group_id/accounts/{id}
Get a single account.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The account ID
Headers
Content-Type: application/vnd.api+json
Body
{
"accounts": {
"name": "Accounts Receivable",
"code": "ACCRCV",
"description": "Accounts Receivable"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"accounts": {
"id": "8b378a81-5a96-0132-3097-600308937d74",
"group_id": "cld-f45g7f5",
"created_at": "2014-11-30T08:12:26Z",
"updated_at": "2014-11-30T08:12:26Z",
"name": "Accounts Receivable",
"code": "ACCRCV",
"description": "Accounts Receivable",
"status": "ACTIVE",
"currency": "USD",
"classification": "ASSET",
"type": "ACCOUNTSRECEIVABLE",
"sub_type": "ACCOUNTSRECEIVABLE",
"bank_account": {
"bic_code": "12345-12310",
"account_number": "78945 4410",
"bsb_number": "123-123"
},
"parent_account_id": "8b37d8a1-5a96-0132-3098-600308937d74",
"address": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an AccountPUT/api/v2/:group_id/accounts/{id}
Update a single Account
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The account ID
AppUsers ¶
Business Rules
-
Represents the users in the applications linked to a company
-
An Employee is not necessarily an AppUser. Example: a company that has a CRM application and an accounting package can have its accountants and its sales representatives as Employees AND AppUsers, but maybe its delivery men won’t be using any of these applications and therefore won’t be AppUsers
-
An AppUser can belong to several Teams, a Team can have several AppUsers
AppUsers List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"app_users": [
{
"id": "76991ec1-ff01-0133-bfdc-5fbf8265841f",
"code": "US4",
"mno_user_id": "beadae47-0af6-4a3f-b7c8-b54401c717ba",
"first_name": "User",
"last_name": "Test",
"role": "CEO",
"is_admin": true,
"email": {
"address": "john17@maestrano.com",
"address2": "jack17@example.com"
},
"address_work": {
"billing": {
"line1": "86 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2086",
"country": "Australia"
},
"billing2": {
"line1": "87 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2087",
"country": "Australia"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
},
"shipping2": {
"line1": "89 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2089",
"country": "Australia"
}
},
"address_home": {
"billing": {
"line1": "90 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2090",
"country": "Australia"
},
"billing2": {
"line1": "91 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2091",
"country": "Australia"
},
"shipping": {
"line1": "92 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2092",
"country": "Australia"
},
"shipping2": {
"line1": "93 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2093",
"country": "Australia"
}
},
"phone_work": {
"landline": "+61 2 8574 1222",
"landline2": "+1 2 8574 1222",
"mobile": "+61 449 785 122",
"mobile2": "+1 449 785 122",
"fax": "+61 2 9974 1222",
"fax2": "+1 2 9974 1222",
"pager": "+61 440 785 122",
"pager2": "+1 440 785 122"
},
"phone_home": {
"landline": "+61 2 8574 1223",
"landline2": "+1 2 8574 1223",
"mobile": "+61 449 785 123",
"mobile2": "+1 449 785 123",
"fax": "+61 2 9974 1223",
"fax2": "+1 2 9974 1223",
"pager": "+61 440 785 123",
"pager2": "+1 440 785 123"
},
"teams": [
{
"id": "f811a2ca-ec61-4d2a-a987-9128a990f59b",
"code": "TEA-1"
}
],
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "app_users"
}
],
"pagination": {
"skip": 0,
"top": 100,
"total": 1
}
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"app_users": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"code": {
"type": "string"
},
"mno_user_id": {
"type": "string"
},
"first_name": {
"type": "string"
},
"last_name": {
"type": "string"
},
"role": {
"type": "string"
},
"is_admin": {
"type": "boolean"
},
"email": {
"type": "object",
"properties": {
"address": {
"type": "string"
},
"address2": {
"type": "string"
}
}
},
"address_work": {
"type": "object",
"properties": {
"billing": {
"type": "object",
"properties": {
"line1": {
"type": "string"
},
"line2": {
"type": "string"
},
"city": {
"type": "string"
},
"region": {
"type": "string"
},
"postal_code": {
"type": "string"
},
"country": {
"type": "string"
}
}
},
"billing2": {
"type": "object",
"properties": {
"line1": {
"type": "string"
},
"line2": {
"type": "string"
},
"city": {
"type": "string"
},
"region": {
"type": "string"
},
"postal_code": {
"type": "string"
},
"country": {
"type": "string"
}
}
},
"shipping": {
"type": "object",
"properties": {
"line1": {
"type": "string"
},
"line2": {
"type": "string"
},
"city": {
"type": "string"
},
"region": {
"type": "string"
},
"postal_code": {
"type": "string"
},
"country": {
"type": "string"
}
}
},
"shipping2": {
"type": "object",
"properties": {
"line1": {
"type": "string"
},
"line2": {
"type": "string"
},
"city": {
"type": "string"
},
"region": {
"type": "string"
},
"postal_code": {
"type": "string"
},
"country": {
"type": "string"
}
}
}
}
},
"address_home": {
"type": "object",
"properties": {
"billing": {
"type": "object",
"properties": {
"line1": {
"type": "string"
},
"line2": {
"type": "string"
},
"city": {
"type": "string"
},
"region": {
"type": "string"
},
"postal_code": {
"type": "string"
},
"country": {
"type": "string"
}
}
},
"billing2": {
"type": "object",
"properties": {
"line1": {
"type": "string"
},
"line2": {
"type": "string"
},
"city": {
"type": "string"
},
"region": {
"type": "string"
},
"postal_code": {
"type": "string"
},
"country": {
"type": "string"
}
}
},
"shipping": {
"type": "object",
"properties": {
"line1": {
"type": "string"
},
"line2": {
"type": "string"
},
"city": {
"type": "string"
},
"region": {
"type": "string"
},
"postal_code": {
"type": "string"
},
"country": {
"type": "string"
}
}
},
"shipping2": {
"type": "object",
"properties": {
"line1": {
"type": "string"
},
"line2": {
"type": "string"
},
"city": {
"type": "string"
},
"region": {
"type": "string"
},
"postal_code": {
"type": "string"
},
"country": {
"type": "string"
}
}
}
}
},
"phone_work": {
"type": "object",
"properties": {
"landline": {
"type": "string"
},
"landline2": {
"type": "string"
},
"mobile": {
"type": "string"
},
"mobile2": {
"type": "string"
},
"fax": {
"type": "string"
},
"fax2": {
"type": "string"
},
"pager": {
"type": "string"
},
"pager2": {
"type": "string"
}
}
},
"phone_home": {
"type": "object",
"properties": {
"landline": {
"type": "string"
},
"landline2": {
"type": "string"
},
"mobile": {
"type": "string"
},
"mobile2": {
"type": "string"
},
"fax": {
"type": "string"
},
"fax2": {
"type": "string"
},
"pager": {
"type": "string"
},
"pager2": {
"type": "string"
}
}
},
"teams": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"code": {
"type": "string"
}
}
}
},
"group_id": {
"type": "string"
},
"channel_id": {
"type": "string"
},
"resource_type": {
"type": "string"
}
}
}
},
"pagination": {
"type": "object",
"properties": {
"skip": {
"type": "integer"
},
"top": {
"type": "integer"
},
"total": {
"type": "integer"
}
}
}
}
}
Get AppUsersGET/app_users
List the users of your applications.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | AppUser UUID | |
code | String | Code, auto-generated if not specified | |
mno_user_id | Reference | Id of the corresponding User in Maestrano. Should be set to the Single Sign-On user_id |
|
first_name | String | User’s first name | |
last_name | String | User’s last name | |
role | String | Optional user role (as defined in the application) | |
is_admin | Boolean | Flags users that are admins in the application | |
Email group | User’s email | ||
address_work | Address group | User’s work address | |
address_home | Address group | User’s home address | |
phone_work | Phone group | User’s work telephone number | |
phone_home | Phone group | User’s home telephone number | |
[teams] | Array | Teams the user is a member of |
Headers
Content-Type: application/vnd.api+json
Body
{
"app_users": {
"mno_user_id": "beadae47-0af6-4a3f-b7c8-b54401c717ba",
"first_name": "User",
"last_name": "Test",
"role": "CEO",
"is_admin": true,
"email": {
"address": "john17@maestrano.com",
"address2": "jack17@example.com"
},
"address_work": {
"billing": {
"line1": "86 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2086",
"country": "Australia"
},
"billing2": {
"line1": "87 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2087",
"country": "Australia"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
},
"shipping2": {
"line1": "89 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2089",
"country": "Australia"
}
},
"address_home": {
"billing": {
"line1": "90 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2090",
"country": "Australia"
},
"billing2": {
"line1": "91 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2091",
"country": "Australia"
},
"shipping": {
"line1": "92 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2092",
"country": "Australia"
},
"shipping2": {
"line1": "93 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2093",
"country": "Australia"
}
},
"phone_work": {
"landline": "+61 2 8574 1222",
"landline2": "+1 2 8574 1222",
"mobile": "+61 449 785 122",
"mobile2": "+1 449 785 122",
"fax": "+61 2 9974 1222",
"fax2": "+1 2 9974 1222",
"pager": "+61 440 785 122",
"pager2": "+1 440 785 122"
},
"phone_home": {
"landline": "+61 2 8574 1223",
"landline2": "+1 2 8574 1223",
"mobile": "+61 449 785 123",
"mobile2": "+1 449 785 123",
"fax": "+61 2 9974 1223",
"fax2": "+1 2 9974 1223",
"pager": "+61 440 785 123",
"pager2": "+1 440 785 123"
},
"teams": [
{
"id": "f811a2ca-ec61-4d2a-a987-9128a990f59b",
"code": "TEA-1"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"app_users": {
"id": "76991ec1-ff01-0133-bfdc-5fbf8265841f",
"code": "US4",
"mno_user_id": "beadae47-0af6-4a3f-b7c8-b54401c717ba",
"first_name": "User",
"last_name": "Test",
"role": "CEO",
"is_admin": true,
"email": {
"address": "john17@maestrano.com",
"address2": "jack17@example.com"
},
"address_work": {
"billing": {
"line1": "86 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2086",
"country": "Australia"
},
"billing2": {
"line1": "87 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2087",
"country": "Australia"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
},
"shipping2": {
"line1": "89 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2089",
"country": "Australia"
}
},
"address_home": {
"billing": {
"line1": "90 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2090",
"country": "Australia"
},
"billing2": {
"line1": "91 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2091",
"country": "Australia"
},
"shipping": {
"line1": "92 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2092",
"country": "Australia"
},
"shipping2": {
"line1": "93 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2093",
"country": "Australia"
}
},
"phone_work": {
"landline": "+61 2 8574 1222",
"landline2": "+1 2 8574 1222",
"mobile": "+61 449 785 122",
"mobile2": "+1 449 785 122",
"fax": "+61 2 9974 1222",
"fax2": "+1 2 9974 1222",
"pager": "+61 440 785 122",
"pager2": "+1 440 785 122"
},
"phone_home": {
"landline": "+61 2 8574 1223",
"landline2": "+1 2 8574 1223",
"mobile": "+61 449 785 123",
"mobile2": "+1 449 785 123",
"fax": "+61 2 9974 1223",
"fax2": "+1 2 9974 1223",
"pager": "+61 440 785 123",
"pager2": "+1 440 785 123"
},
"teams": [
{
"id": "f811a2ca-ec61-4d2a-a987-9128a990f59b",
"code": "TEA-1"
}
],
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "app_users"
}
}
Create New AppUserPOST/app_users
Create a new AppUser.
AppUser ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"app_users": {
"id": "76991ec1-ff01-0133-bfdc-5fbf8265841f",
"code": "US4",
"mno_user_id": "beadae47-0af6-4a3f-b7c8-b54401c717ba",
"first_name": "User",
"last_name": "Test",
"role": "CEO",
"is_admin": true,
"email": {
"address": "john17@maestrano.com",
"address2": "jack17@example.com"
},
"address_work": {
"billing": {
"line1": "86 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2086",
"country": "Australia"
},
"billing2": {
"line1": "87 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2087",
"country": "Australia"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
},
"shipping2": {
"line1": "89 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2089",
"country": "Australia"
}
},
"address_home": {
"billing": {
"line1": "90 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2090",
"country": "Australia"
},
"billing2": {
"line1": "91 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2091",
"country": "Australia"
},
"shipping": {
"line1": "92 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2092",
"country": "Australia"
},
"shipping2": {
"line1": "93 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2093",
"country": "Australia"
}
},
"phone_work": {
"landline": "+61 2 8574 1222",
"landline2": "+1 2 8574 1222",
"mobile": "+61 449 785 122",
"mobile2": "+1 449 785 122",
"fax": "+61 2 9974 1222",
"fax2": "+1 2 9974 1222",
"pager": "+61 440 785 122",
"pager2": "+1 440 785 122"
},
"phone_home": {
"landline": "+61 2 8574 1223",
"landline2": "+1 2 8574 1223",
"mobile": "+61 449 785 123",
"mobile2": "+1 449 785 123",
"fax": "+61 2 9974 1223",
"fax2": "+1 2 9974 1223",
"pager": "+61 440 785 123",
"pager2": "+1 440 785 123"
},
"teams": [
{
"id": "f811a2ca-ec61-4d2a-a987-9128a990f59b",
"code": "TEA-1"
}
],
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "app_users"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "76991ec1-ff01-0133-bfdc-5fbf8265841f",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get AppUserGET/app_users/{id}
Get a single app user.
- id
string
(required) Example: 76991ec1-ff01-0133-bfdc-5fbf8265841fThe app user ID
Headers
Content-Type: application/vnd.api+json
Body
{
"app_users": {
"first_name": "User2",
"last_name": "Test2"
}
}
Body
{
"app_users": {
"id": "76991ec1-ff01-0133-bfdc-5fbf8265841f",
"code": "US4",
"mno_user_id": "beadae47-0af6-4a3f-b7c8-b54401c717ba",
"first_name": "User2",
"last_name": "Test2",
"role": "CEO",
"is_admin": true,
"email": {
"address": "john17@maestrano.com",
"address2": "jack17@example.com"
},
"address_work": {
"billing": {
"line1": "86 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2086",
"country": "Australia"
},
"billing2": {
"line1": "87 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2087",
"country": "Australia"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
},
"shipping2": {
"line1": "89 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2089",
"country": "Australia"
}
},
"address_home": {
"billing": {
"line1": "90 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2090",
"country": "Australia"
},
"billing2": {
"line1": "91 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2091",
"country": "Australia"
},
"shipping": {
"line1": "92 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2092",
"country": "Australia"
},
"shipping2": {
"line1": "93 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2093",
"country": "Australia"
}
},
"phone_work": {
"landline": "+61 2 8574 1222",
"landline2": "+1 2 8574 1222",
"mobile": "+61 449 785 122",
"mobile2": "+1 449 785 122",
"fax": "+61 2 9974 1222",
"fax2": "+1 2 9974 1222",
"pager": "+61 440 785 122",
"pager2": "+1 440 785 122"
},
"phone_home": {
"landline": "+61 2 8574 1223",
"landline2": "+1 2 8574 1223",
"mobile": "+61 449 785 123",
"mobile2": "+1 449 785 123",
"fax": "+61 2 9974 1223",
"fax2": "+1 2 9974 1223",
"pager": "+61 440 785 123",
"pager2": "+1 440 785 123"
},
"teams": [
{
"id": "f811a2ca-ec61-4d2a-a987-9128a990f59b",
"code": "TEA-1"
}
],
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "app_users"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "76991ec1-ff01-0133-bfdc-5fbf8265841f",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an AppUserPUT/app_users/{id}
Update a single AppUser.
- id
string
(required) Example: 76991ec1-ff01-0133-bfdc-5fbf8265841fThe app user ID
Bank Transactions ¶
Business Rules
A Bank Transaction represents a transaction made to receive or spend money directly to/from a Bank account. As per any other transaction type, a Bank Transaction will be related to an account and a contact (Person / Organization), and will have some Journals attached.
Bank Transactions JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"bank_transactions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Bank transaction UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Bank transaction friendly name",
"type": "string"
},
"transaction_date": {
"description": "Bank transaction creation date, defaults to today if not specified",
"type": "date-time"
},
"status": {
"description": "Bank transaction status",
"enum": [
"AUTHORISED",
"INACTIVE"
],
"default": "AUTHORISED"
},
"type": {
"description": "Bank transaction type indicates if it is a RECEIVE or SPEND transaction",
"enum": [
"RECEIVE",
"SPEND"
],
"default": "RECEIVE"
},
"organization_id": {
"description": "Reference of the Organization that originated the transaction",
"type": "string"
},
"person_id": {
"description": "Reference of the Person that originated the transaction",
"type": "string"
},
"tax_code_id": {
"description": "Reference of the applicable Tax Code",
"type": "string"
},
"account_id": {
"description": "Reference of the Account used for the Bank transaction",
"type": "string"
},
"tax_calculation": {
"description": "Tax calculation method for display purpose",
"enum": [
"TAX_EXCLUDED",
"TAX_INCLUSIVE",
"NOT_APPLICABLE"
]
},
"public_note": {
"description": "Note visible to the customer on the Bank transaction",
"type": "string"
},
"private_note": {
"description": "Internal note not visible to the customer",
"type": "string"
},
"amount": {
"$ref": "#/definitions/price",
"readOnly": true
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Transaction line ID",
"type": "string"
},
"line_number": {
"description": "Transaction line number used for ordering",
"type": "integer"
},
"description": {
"description": "Transaction line description",
"type": "string"
},
"status": {
"description": "Transaction line status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the transaction line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the transaction line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the transaction line",
"type": "string"
},
"organization_id": {
"description": "Reference of the Customer or Supplier applicable to the transaction line",
"type": "string"
},
"payment_method_id": {
"description": "Reference to the Payment Method of the transaction line",
"type": "string"
},
"linked_transactions": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "LinkedTransaction line ID",
"type": "string"
},
"applied_amount": {
"description": "Amount applied on the linked transaction",
"type": "number"
},
"transactionable_id": {
"description": "Reference to the Transaction UUID",
"type": "string"
},
"transactionable_type": {
"description": "Reference to the Transaction type (Bank transaction, Payment, CreditNote, etc...)",
"type": "string"
}
}
}
]
}
}
}
]
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/bank_transactions
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Bank transaction UUID | |
group_id | String | Group ID | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Unique code, auto-generated if not specified | |
title | String | Bank transaction friendly name | |
transaction_date | Date Time | Bank transaction creation date, defaults to today if not specified | |
status | Bank transaction status | ||
type | Bank transaction type indicates if it is a RECEIVE or SPEND transaction | ||
organization_id | String | Reference of the Organization that originated the transaction | |
person_id | String | Reference of the Person that originated the transaction | |
tax_code_id | String | Reference of the applicable Tax Code | |
account_id | String | Reference of the Account used for the Bank transaction | |
tax_calculation | Tax calculation method for display purpose | ||
public_note | String | Note visible to the customer on the Bank transaction | |
private_note | String | Internal note not visible to the customer | |
amount | Price | ||
lines | Array |
BankTransactions Lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Transaction line ID | |
line_number | Integer | Transaction line number used for ordering | |
description | String | Transaction line description | |
status | Transaction line status | ||
quantity | Number | Quantity of Items | |
reduction_percent | Number | Reduction percentage applicable | |
unit_price | Price | ||
total_price | Price | ||
service_date | Date Time | Delivery date of the item/service | |
tax_code_id | String | Reference to the Tax Code applicable on the transaction line | |
item_id | String | Reference to the Item of the transaction line | |
account_id | String | Reference to the Account of the transaction line | |
organization_id | String | Reference of the Customer or Supplier applicable to the transaction line | |
payment_method_id | String | Reference to the Payment Method of the transaction line | |
linked_transactions | Array |
BankTransactions LinkedTransactions attributes
Field | Type | Description | |
---|---|---|---|
id | String | LinkedTransaction line ID | |
applied_amount | Number | Amount applied on the linked transaction | |
transactionable_id | String | Reference to the Transaction UUID | |
transactionable_type | String | Reference to the Transaction type (Bank transaction, Payment, CreditNote, etc…) |
Bank Transactions List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"bank_transactions": [
{
"id"=>"6d0d64ad-3297-4e34-bee8-eb90dac34ae2",
"account_id"=>"qwertyui-3297-4e34-bee8-eb90dac34ae2",
"code"=>"BT001",
"title"=>"Bank transaction",
"transaction_date"=>"2015-01-12T00:00:00Z",
"status"=>"AUTHORISED",
"type"=>"RECEIVE",
"amount"=>{
"total_amount"=>26.0,
"net_amount"=>26.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"currency_rate"=>1.0,
"organization_id"=>"4d0078b2-e724-4abb-a8a7-d6bf65c122be",
"person_id"=>"b3d0c280-5a96-0132-30cd-600308937d74",
"is_reconciled"=>true,
"lines"=>[
{
"id"=>"line01",
"line_number"=>1,
"status"=>"ACTIVE",
"quantity"=>1.0,
"unit_price"=>{
"total_amount"=>10.0,
"net_amount"=>10.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"total_price"=>{
"total_amount"=>10.0,
"net_amount"=>10.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"tax_code_id"=>"b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id"=>"b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id"=>"line02",
"line_number"=>2,
"status"=>"ACTIVE",
"quantity"=>2.0,
"unit_price"=>{
"total_amount"=>8.0,
"net_amount"=>8.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"total_price"=>{
"total_amount"=>16.0,
"net_amount"=>16.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"tax_code_id"=>"b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id"=>"b3d6dd11-5a96-0132-30cf-600308937d74"
}
],
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z"
}
]
}
Get Bank TransactionsGET/api/v2/:group_id/bank_transactions
Get the list of Bank Transactions.
Headers
Content-Type: application/vnd.api+json
Body
{
"bank_transactions": {
"transaction_date" => "2014-01-14T13:00:00Z",
"status" => 'INACTIVE',
'type' => 'RECEIVE-TRANSFER',
'organization_id' => "4d0078b2-e724-4abb-a8a7-d6bf65c122be",
'account_id' => "qwertyui-3297-4e34-bee8-eb90dac34ae2",
'currency_rate' => 0.647,
'is_reconciled' => false,
'lines' => [
{
"line_number" => 1,
"quantity" => 10.0,
"unit_price"=>{
"net_amount"=>36.0,
"tax_rate"=>10.0,
"currency"=>"USD"
},
"item_id" => "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"line_number" => 2,
"quantity" => 1.0,
"unit_price"=>{
"net_amount"=>27.0,
"tax_rate"=>10.0,
"currency"=>"USD"
},
"item_id" => "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"bank_transactions": {
"id"=>"6d0d64ad-3297-4e34-bee8-eb90dac34ae2",
"account_id"=>"qwertyui-3297-4e34-bee8-eb90dac34ae2",
"code"=>"BT001",
"title"=>"Bank transaction",
"transaction_date"=>"2015-01-12T00:00:00Z",
"status"=>"AUTHORISED",
"type"=>"RECEIVE",
"amount"=>{
"total_amount"=>425.7,
"net_amount"=>387.0,
"tax_amount"=>38.7,
"tax_rate"=>10.0,
"currency"=>"USD"
},
"currency_rate"=>1.0,
"organization_id"=>"4d0078b2-e724-4abb-a8a7-d6bf65c122be",
"person_id"=>"b3d0c280-5a96-0132-30cd-600308937d74",
"is_reconciled"=>true,
"lines"=>[
{
"id"=>"line01",
"line_number"=>1,
"status"=>"ACTIVE",
"quantity"=>10.0,
"unit_price"=>{
"total_amount"=>39.6,
"net_amount"=>36.0,
"tax_amount"=>3.6,
"tax_rate"=>10.0,
"currency"=>"USD"
},
"total_price"=>{
"total_amount"=>396.0,
"net_amount"=>360.0,
"tax_amount"=>36.0,
"tax_rate"=>10.0,
"currency"=>"USD"
},
"tax_code_id"=>"b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id"=>"b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id"=>"line02",
"line_number"=>2,
"status"=>"ACTIVE",
"quantity"=>1.0,
"unit_price"=>{
"total_amount"=>29.7,
"net_amount"=>27.0,
"tax_amount"=>2.7,
"tax_rate"=>10.0,
"currency"=>"USD"
},
"total_price"=>{
"total_amount"=>29.7,
"net_amount"=>27.0,
"tax_amount"=>2.7,
"tax_rate"=>10.0,
"currency"=>"USD"
},
"tax_code_id"=>"b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id"=>"b3d6dd11-5a96-0132-30cf-600308937d74"
}
],
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z"
}
}
Create New Bank TransactionPOST/api/v2/:group_id/bank_transactions
Create a new Bank Transaction.
Bank Transaction ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"bank_transactions": {
"id"=>"6d0d64ad-3297-4e34-bee8-eb90dac34ae2",
"account_id"=>"qwertyui-3297-4e34-bee8-eb90dac34ae2",
"code"=>"BT001",
"title"=>"Bank transaction",
"transaction_date"=>"2015-01-12T00:00:00Z",
"status"=>"AUTHORISED",
"type"=>"RECEIVE",
"amount"=>{
"total_amount"=>26.0,
"net_amount"=>26.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"currency_rate"=>1.0,
"organization_id"=>"4d0078b2-e724-4abb-a8a7-d6bf65c122be",
"person_id"=>"b3d0c280-5a96-0132-30cd-600308937d74",
"is_reconciled"=>true,
"lines"=>[
{
"id"=>"line01",
"line_number"=>1,
"status"=>"ACTIVE",
"quantity"=>1.0,
"unit_price"=>{
"total_amount"=>10.0,
"net_amount"=>10.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"total_price"=>{
"total_amount"=>10.0,
"net_amount"=>10.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"tax_code_id"=>"b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id"=>"b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id"=>"line02",
"line_number"=>2,
"status"=>"ACTIVE",
"quantity"=>2.0,
"unit_price"=>{
"total_amount"=>8.0,
"net_amount"=>8.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"total_price"=>{
"total_amount"=>16.0,
"net_amount"=>16.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"tax_code_id"=>"b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id"=>"b3d6dd11-5a96-0132-30cf-600308937d74"
}
],
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get Bank TransactionGET/api/v2/:group_id/bank_transactions/{id}
Get a single Bank Transaction.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The Bank Transaction ID
Headers
Content-Type: application/vnd.api+json
Body
{
"bank_transactions": {
"due_date": "2015-31-01T00:00:00Z",
"status": "INACTIVE",
"lines: [
{
"id": "54b323b30202cbd6da000be5",
"quantity": 6
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"bank_transactions": {
"id"=>"6d0d64ad-3297-4e34-bee8-eb90dac34ae2",
"account_id"=>"qwertyui-3297-4e34-bee8-eb90dac34ae2",
"code"=>"BT001",
"title"=>"Bank transaction",
"transaction_date"=>"2015-01-12T00:00:00Z",
"status"=>"AUTHORISED",
"type"=>"RECEIVE",
"amount"=>{
"total_amount"=>26.0,
"net_amount"=>26.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"currency_rate"=>1.0,
"organization_id"=>"4d0078b2-e724-4abb-a8a7-d6bf65c122be",
"person_id"=>"b3d0c280-5a96-0132-30cd-600308937d74",
"is_reconciled"=>true,
"lines"=>[
{
"id"=>"line01",
"line_number"=>1,
"status"=>"ACTIVE",
"quantity"=>1.0,
"unit_price"=>{
"total_amount"=>10.0,
"net_amount"=>10.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"total_price"=>{
"total_amount"=>10.0,
"net_amount"=>10.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"tax_code_id"=>"b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id"=>"b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id"=>"line02",
"line_number"=>2,
"status"=>"ACTIVE",
"quantity"=>2.0,
"unit_price"=>{
"total_amount"=>8.0,
"net_amount"=>8.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"total_price"=>{
"total_amount"=>16.0,
"net_amount"=>16.0,
"tax_amount"=>0.0,
"tax_rate"=>0.0,
"currency"=>"USD"
},
"tax_code_id"=>"b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id"=>"b3d6dd11-5a96-0132-30cf-600308937d74"
}
],
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a Bank TransactionPUT/api/v2/:group_id/bank_transactions/{id}
Update a single Bank Transaction. For a bank transaction line to be deleted, the status of the line must be set to “INACTIVE”
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The Bank Transaction ID
Company ¶
This is the actual customer company - only one company exists per group_id.
Business Rules
name is mandatory
logo information is read-only
Company JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"company": {
"type": "object",
"required": [
"name"
],
"uniq": [
"id"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Company UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"description": "Channel ID (org-xxx)",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Company creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Company last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"name": {
"description": "Company name",
"type": "string"
},
"currency": {
"description": "Company currency (default: USD)",
"default": "USD",
"type": "string"
},
"note": {
"description": "Note associated to the Company",
"type": "string"
},
"timezone": {
"description": "Company timezone in TZ format (e.g. Australia/Sydney). See https://en.wikipedia.org/wiki/List_of_tz_database_time_zones",
"type": "string"
},
"industry": {
"description": "Company industry sector",
"type": "string"
},
"managers": {
"description": "Company managers (CEO name, ...)",
"type": "string"
},
"capital": {
"description": "Company capital",
"type": "number"
},
"juridical_status": {
"description": "Company juridical status (pty, ltd, ...)",
"type": "string"
},
"tax_number": {
"description": "Company tax number (TFN, TIN, ...)",
"type": "string"
},
"business_number": {
"description": "Company unique business number (ABN in Australia)",
"type": "string"
},
"employer_id": {
"description": "Company employer id (EIN in the US)",
"type": "string"
},
"fiscal_year_first_month": {
"description": "First month of the company fiscal year",
"type": "string"
},
"email": {
"description": "Company email addresses",
"$ref": "#/definitions/email"
},
"address": {
"description": "Company addresses",
"$ref": "#/definitions/address"
},
"website": {
"description": "Company websites",
"$ref": "#/definitions/website"
},
"phone": {
"description": "Company phone and fax numbers",
"$ref": "#/definitions/phone"
},
"logo": {
"type": "object",
"properties": {
"logo": {
"description": "Absolute URL to the Company logo",
"type": "string",
"readOnly": true
},
"thumb": {
"description": "Absolute URL to the Company logo thumb (64x64)",
"type": "string",
"readOnly": true
},
"mini_thumb": {
"description": "Absolute URL to the Company logo mni thumb (40x40)",
"type": "string",
"readOnly": true
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/company
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Company UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Company creation timestamp | |
updated_at | Date Time | Company last update timestamp | |
name | String | Company name | |
currency | String | Company currency (default: USD) | |
note | String | Note associated to the Company | |
timezone | String | Company timezone in TZ format (e.g. Australia/Sydney). See https://en.wikipedia.org/wiki/List_of_tz_database_time_zones | |
industry | String | Company industry sector | |
managers | String | Company managers (CEO name, …) | |
capital | Number | Company capital | |
juridical_status | String | Company juridical status (pty, ltd, …) | |
tax_number | String | Company tax number (TFN, TIN, …) | |
business_number | String | Company unique business number (ABN in Australia) | |
employer_id | String | Company employer id (EIN in the US) | |
fiscal_year_first_month | String | First month of the company fiscal year | |
Company email addresses | |||
address | Address | Company addresses | |
website | Website | Company websites | |
phone | Phone | Company phone and fax numbers | |
logo | Object |
Company Logo attributes
Field | Type | Description | |
---|---|---|---|
logo | String | Absolute URL to the Company logo | |
thumb | String | Absolute URL to the Company logo thumb (64x64) | |
mini_thumb | String | Absolute URL to the Company logo mni thumb (40x40) |
Company Logo attributes
Field | Type | Description | |
---|---|---|---|
logo | String | Absolute URL to the Company logo | |
thumb | String | Absolute URL to the Company logo thumb (64x64) | |
mini_thumb | String | Absolute URL to the Company logo mni thumb (40x40) |
Company ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"company": {
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2014-11-18T03:45:59Z",
"name": "My Company",
"currency": "USD",
"note": "This is my own company profile",
"timezone": "Australia/Sydney",
"industry": "IT",
"managers": "John Doe (CTO)",
"capital": 42000,
"juridical_status": "Pty",
"tax_number": "01234567891",
"business_number": "01234567891",
"employer_id": "01234567891",
"fiscal_year_first_month": "January",
"email": {
"address": "john27@maestrano.com",
"address2": "jack27@example.com"
},
"address": {
"billing": {
"line1": "118 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2118",
"country": "AU"
},
"billing2": {
"line1": "119 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2119",
"country": "AU"
},
"shipping": {
"line1": "120 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2120",
"country": "AU"
},
"shipping2": {
"line1": "121 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2121",
"country": "AU"
}
},
"website": {
"url": "www.website27.com",
"url2": "www.mywebsite27.com"
},
"phone": {
"landline": "+61 2 8574 1230",
"landline2": "+1 2 8574 1230",
"mobile": "+61 449 785 130",
"mobile2": "+1 449 785 130",
"fax": "+61 2 9974 1230",
"fax2": "+1 2 9974 1230",
"pager": "+61 440 785 130",
"pager2": "+1 440 785 130"
},
"logo": {
"logo": "http://s3.images/logo.png",
"thumb": "http://s3.images/thumb.png",
"mini_thumb": "http://s3.images/mini_thumb.png"
}
}
}
Get CompanyGET/api/v2/:group_id/company
Get the company.
Headers
Content-Type: application/vnd.api+json
Body
{
"company": {
"name": "My Company",
"note": "This is my own company profile",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"company": {
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2014-11-18T03:45:59Z",
"name": "My Company",
"currency": "USD",
"note": "This is my own company profile",
"timezone": "Australia/Sydney",
"industry": "IT",
"managers": "John Doe (CTO)",
"capital": 42000,
"juridical_status": "Pty",
"tax_number": "01234567891",
"business_number": "01234567891",
"employer_id": "01234567891",
"fiscal_year_first_month": "January",
"email": {
"address": "john27@maestrano.com",
"address2": "jack27@example.com"
},
"address": {
"billing": {
"line1": "118 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2118",
"country": "AU"
},
"billing2": {
"line1": "119 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2119",
"country": "AU"
},
"shipping": {
"line1": "120 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2120",
"country": "AU"
},
"shipping2": {
"line1": "121 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2121",
"country": "AU"
}
},
"website": {
"url": "www.website27.com",
"url2": "www.mywebsite27.com"
},
"phone": {
"landline": "+61 2 8574 1230",
"landline2": "+1 2 8574 1230",
"mobile": "+61 449 785 130",
"mobile2": "+1 449 785 130",
"fax": "+61 2 9974 1230",
"fax2": "+1 2 9974 1230",
"pager": "+61 440 785 130",
"pager2": "+1 440 785 130"
},
"logo": {
"logo": "http://s3.images/logo.png",
"thumb": "http://s3.images/thumb.png",
"mini_thumb": "http://s3.images/mini_thumb.png"
}
}
}
Update CompanyPUT/api/v2/:group_id/company
Update the company
Contacts ¶
A Contact represent an individual contact or an organization and can be flagged as customer, supplier and lead. Contacts may have a parent Contact to represent a hierarchical structure. As an example, an organization would be the parent contact of all individual contacts belonging to it.
Contacts JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Contact UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"title": {
"description": "Contact title (Mr, Mrs, ...)",
"type": "string"
},
"first_name": {
"description": "Contact first name",
"type": "string"
},
"last_name": {
"description": "Contact last name",
"type": "string"
},
"job_title": {
"description": "Contact job title",
"type": "string"
},
"birth_date": {
"description": "Contact date of birth",
"type": "string",
"format": "date-time"
},
"organization_id": {
"description": "#Organization the person belongs to",
"type": "string",
"format": "reference"
},
"is_customer": {
"description": "Contact is classified as a Customer",
"type": "boolean"
},
"is_supplier": {
"description": "Contact is classified as a Supplier",
"type": "boolean"
},
"is_lead": {
"description": "Contact is classified as a Lead",
"type": "boolean"
},
"is_organization": {
"description": "Contact is an organization",
"type": "boolean"
},
"is_person": {
"description": "Contact is a Person (individual)",
"type": "boolean"
},
"contact_channel": {
"description": "Channels to join the contact",
"$ref": "#/definitions/contact_channel"
},
"address_work": {
"description": "Contact work address",
"$ref": "#/definitions/address"
},
"address_home": {
"description": "Contact home address",
"$ref": "#/definitions/address"
},
"email": {
"description": "Contact email addresses",
"$ref": "#/definitions/email"
},
"website": {
"description": "Contact websites",
"$ref": "#/definitions/website"
},
"phone_work": {
"description": "Contact work phone and fax numbers",
"$ref": "#/definitions/phone"
},
"phone_home": {
"description": "Contact home phone and fax numbers",
"$ref": "#/definitions/phone"
},
"lead_status": {
"description": "Lead status as defined in the CRM application",
"type": "string"
},
"lead_source": {
"description": "Lead origin as defined in the CRM application",
"type": "string"
},
"lead_status_changes": {
"description": "History track of the lead statuses",
"type": "array",
"readOnly": true,
"items": {
"type": "object",
"properties": {
"status": {
"description": "Lead satus",
"type": "string"
},
"created_at": {
"description": "Date of the lead status change",
"type": "string",
"format": "date-time"
}
}
}
},
"lead_referent_type": {
"description": "Entity type of the lead’s referent [Person,Organization]",
"type": "string",
"format": "enum"
},
"lead_referent_id": {
"description": "Lead’s referent, can be a #Person or an #Organization",
"type": "string",
"format": "reference"
},
"assignee_type": {
"description": "Entity type of the lead’s assignee [AppUser, Team]",
"type": "string",
"format": "enum"
},
"assignee_id": {
"description": "Lead’s assignee can be an #AppUser or a #Team",
"type": "string",
"format": "reference"
},
"notes": {
"description": "Notes about the person",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Note id",
"type": "string"
},
"description": {
"description": "Note content",
"type": "string"
},
"tag": {
"description": "Note tag",
"type": "string"
},
"value": {
"description": "Note value",
"type": "string"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/contacts
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Contact UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
title | String | Contact title (Mr, Mrs, …) | |
first_name | String | Contact first name | |
last_name | String | Contact last name | |
job_title | String | Contact job title | |
birth_date | Date Time | Contact date of birth | |
organization_id | Reference | Organization the person belongs to | |
is_customer | Boolean | Contact is classified as a Customer | |
is_supplier | Boolean | Contact is classified as a Supplier | |
is_lead | Boolean | Contact is classified as a Lead | |
is_organization | Boolean | Contact is an organization | |
is_person | Boolean | Contact is a Person (individual) | |
contact_channel | Contact Channel | Channels to join the contact | |
address_work | Address | Contact work address | |
address_home | Address | Contact home address | |
Contact email addresses | |||
website | Website | Contact websites | |
phone_work | Phone | Contact work phone and fax numbers | |
phone_home | Phone | Contact home phone and fax numbers | |
lead_status | String | Lead status as defined in the CRM application | |
lead_source | String | Lead origin as defined in the CRM application | |
lead_referent_type | Enum | Entity type of the lead’s referent [Person,Organization] | |
lead_referent_id | Reference | Lead’s referent, can be a Person or an Organization | |
assignee_type | Enum | Entity type of the lead’s assignee [AppUser, Team] | |
assignee_id | Reference | Lead’s assignee can be an AppUser or a Team | |
lead_status_changes | Array | History track of the lead statuses | |
notes | Array | Notes about the person |
Contacts LeadStatusChanges attributes
Field | Type | Description | |
---|---|---|---|
status | String | Lead satus | |
created_at | Date Time | Date of the lead status change |
Contacts Notes attributes
Field | Type | Description | |
---|---|---|---|
id | String | Note id | |
description | String | Note content | |
tag | String | Note tag | |
value | String | Note value |
Contacts List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"contacts": [
{
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-18T03:42:45Z",
"updated_at": "2014-11-18T03:42:45Z",
"name": "DoeCorp Inc.",
"reference": "77456",
"code": "OR2",
"industry": "Banking",
"annual_revenue": 1000000,
"capital": 150000,
"number_of_employees": 12,
"is_customer": true,
"is_supplier": true,
"is_lead": false,
"is_organization": true,
"is_person": false,
"contact_channel": {
"skype": "doecorp"
},
"address_work": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
},
"email": {
"address": "contact@doecorp.com",
"address2": "info@doecorp.com"
},
"website": {
"url": "http://www.doecorp.com",
"url2": "http://www.doecorp.com/contactus"
},
"phone_work": {
"landline": "+61 2 8574 1216",
"landline2": "+1 2 8574 1216",
"mobile": "+61 449 785 116",
"mobile2": "+1 449 785 116",
"fax": "+61 2 9974 1216",
"fax2": "+1 2 9974 1216",
"pager": "+61 440 785 116",
"pager2": "+1 440 785 116"
}
}
]
}
Get ContactsGET/api/v2/:group_id/contacts
Get the list of contacts.
Headers
Content-Type: application/vnd.api+json
Body
{
"contacts": {
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"contacts": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Create New ContactPOST/api/v2/:group_id/contacts
Create a new organization.
Contact ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"contacts": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-18T03:42:45Z",
"updated_at": "2014-11-18T05:42:45Z",
"name": "DoeCorp Inc.",
"industry": "Banking",
"annual_revenue": 800,
"capital": 8000,
"number_of_employees": 80,
"is_customer": true,
"is_supplier": true,
"is_lead": true,
"address_work": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
},
"email": {
"address": "john13@maestrano.com",
"address2": "jack13@example.com"
},
"website": {
"url": "www.website13.com",
"url2": "www.mywebsite13.com"
},
"phone_work": {
"landline": "+61 2 8574 1216",
"landline2": "+1 2 8574 1216",
"mobile": "+61 449 785 116",
"mobile2": "+1 449 785 116",
"fax": "+61 2 9974 1216",
"fax2": "+1 2 9974 1216",
"pager": "+61 440 785 116",
"pager2": "+1 440 785 116"
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get ContactGET/api/v2/:group_id/contacts/{id}
Get a single organization.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The organization ID
Headers
Content-Type: application/vnd.api+json
Body
{
"contacts": {
"name": "DoeCorp Inc.",
"is_supplier": true
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"contacts": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-18T03:42:45Z",
"updated_at": "2014-11-18T05:42:45Z",
"name": "DoeCorp Inc.",
"industry": "Banking",
"annual_revenue": 800,
"capital": 8000,
"number_of_employees": 80,
"is_customer": true,
"is_supplier": true,
"is_lead": true,
"address_work": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
},
"email": {
"address": "john13@maestrano.com",
"address2": "jack13@example.com"
},
"website": {
"url": "www.website13.com",
"url2": "www.mywebsite13.com"
},
"phone_work": {
"landline": "+61 2 8574 1216",
"landline2": "+1 2 8574 1216",
"mobile": "+61 449 785 116",
"mobile2": "+1 449 785 116",
"fax": "+61 2 9974 1216",
"fax2": "+1 2 9974 1216",
"pager": "+61 440 785 116",
"pager2": "+1 440 785 116"
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an ContactPUT/api/v2/:group_id/contacts/{id}
Update a single Contact
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The organization ID
Credit Notes ¶
A CreditNote is a transaction representing a refund or credit of payment for goods or services that have been sold or purchased.
Business Rules
-
If a tax_code_id is specified for a CreditNote line, the associated tax rate is used to calculate the total_price of the line:
- CUSTOMER CreditNote, the tax_code sale_tax_rate is used
- SUPPLIER CreditNote, the tax_code purchase_tax_rate is used
-
If a refund of credit has been made on the CreditNote, it must be specified using the linked_transactions
-
If the remaining_credit of a CreditNote is equal to 0.0, its status is set to APPLIED
Credit Notes JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"invoices": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "CreditNote UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "CreditNote friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the CreditNote",
"type": "string"
},
"transaction_date": {
"description": "CreditNote creation date, defaults to today if not specified",
"type": "date-time"
},
"due_date": {
"description": "CreditNote due date, defaults to today if not specified",
"type": "date-time"
},
"payment_term": {
"description": "Payment term",
"enum": [
"IMMEDIATE",
"PIA",
"NET7",
"NET10",
"NET30",
"NET60",
"NET90",
"EOM"
]
},
"status": {
"description": "CreditNote status",
"enum": [
"DRAFT",
"SUBMITTED",
"AUTHORISED",
"PAID",
"VOIDED",
"INACTIVE"
],
"default": "DRAFT"
},
"type": {
"description": "CreditNote type indicates if it is based on a sale invoice or a purchase invoice",
"enum": [
"CUSTOMER",
"SUPPLIER"
],
"default": "CUSTOMER"
},
"balance": {
"description": "Amount left to be applied",
"type": "number"
},
"deposit": {
"description": "Amount applied to date",
"type": "number"
},
"remaining_credit": {
"description": "Remaining credit to date",
"type": "number"
},
"discount_percent": {
"description": "Total discount percentage deducted on the invoice total",
"type": "number"
},
"discount_amount": {
"description": "Fixed discount amount deducted on the invoice total",
"type": "number"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"warehouse_id": {
"description": "Reference of the Warehouse to use for inventory management",
"type": "string"
},
"tax_code_id": {
"description": "Reference of the applicable Tax Code",
"type": "string"
},
"freight_tax_code_id": {
"description": "Reference of the applicable shipping Tax Code",
"type": "string"
},
"account_id": {
"description": "Reference of the Account used for the CreditNote",
"type": "string"
},
"tax_calculation": {
"description": "Tax calculation method for display purpose",
"enum": [
"TAX_EXCLUDED",
"TAX_INCLUSIVE",
"NOT_APPLICABLE"
]
},
"invoice_id": {
"description": "Reference of parent Invoice",
"type": "string"
},
"public_note": {
"description": "Note visible to the customer on the invoice",
"type": "string"
},
"private_note": {
"description": "Internal note not visible to the customer",
"type": "string"
},
"amount": {
"$ref": "#/definitions/price",
"readOnly": true
},
"billing_address": {
"$ref": "#/definitions/address"
},
"shipping_address": {
"$ref": "#/definitions/address"
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Transaction line ID",
"type": "string"
},
"line_number": {
"description": "Transaction line number used for ordering",
"type": "integer"
},
"description": {
"description": "Transaction line description",
"type": "string"
},
"status": {
"description": "Transaction line status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the transaction line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the transaction line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the transaction line",
"type": "string"
},
"organization_id": {
"description": "Reference of the Customer or Supplier applicable to the transaction line",
"type": "string"
},
"payment_method_id": {
"description": "Reference to the Payment Method of the transaction line",
"type": "string"
},
"linked_transactions": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "LinkedTransaction line ID",
"type": "string"
},
"applied_amount": {
"description": "Amount applied on the linked transaction",
"type": "number"
},
"transactionable_id": {
"description": "Reference to the Transaction UUID",
"type": "string"
},
"transactionable_type": {
"description": "Reference to the Transaction type (Invoice, Payment, CreditNote, etc...)",
"type": "string"
}
}
}
]
}
}
}
]
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/credit_notes
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | CreditNote UUID | |
group_id | String | Group ID | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Unique code, auto-generated if not specified | |
title | String | CreditNote friendly name | |
transaction_number | String | Reference number of the CreditNote | |
transaction_date | Date Time | CreditNote creation date, defaults to today if not specified | |
due_date | Date Time | CreditNote due date, defaults to today if not specified | |
payment_term | Payment term | ||
status | CreditNote status | ||
type | CreditNote type indicates if it is based on a sale invoice or a purchase invoice | ||
balance | Number | Amount left to be applied | |
deposit | Number | Amount applied to date | |
remaining_credit | Number | Remaining credit to date | |
discount_percent | Number | Total discount percentage deducted on the invoice total | |
discount_amount | Number | Fixed discount amount deducted on the invoice total | |
organization_id | String | Reference of the customer or supplier Organization | |
person_id | String | Reference of the customer or supplier Person | |
warehouse_id | String | Reference of the Warehouse to use for inventory management | |
tax_code_id | String | Reference of the applicable Tax Code | |
freight_tax_code_id | String | Reference of the applicable shipping Tax Code | |
account_id | String | Reference of the Account used for the CreditNote | |
tax_calculation | Tax calculation method for display purpose | ||
invoice_id | String | Reference of parent Invoice | |
public_note | String | Note visible to the customer on the invoice | |
private_note | String | Internal note not visible to the customer | |
amount | Price | ||
billing_address | Address | ||
shipping_address | Address | ||
lines | Array |
CreditNotes Lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Transaction line ID | |
line_number | Integer | Transaction line number used for ordering | |
description | String | Transaction line description | |
status | Transaction line status | ||
quantity | Number | Quantity of Items | |
reduction_percent | Number | Reduction percentage applicable | |
unit_price | Price | ||
total_price | Price | ||
service_date | Date Time | Delivery date of the item/service | |
tax_code_id | String | Reference to the Tax Code applicable on the transaction line | |
item_id | String | Reference to the Item of the transaction line | |
account_id | String | Reference to the Account of the transaction line | |
organization_id | String | Reference of the Customer or Supplier applicable to the transaction line | |
payment_method_id | String | Reference to the Payment Method of the transaction line | |
linked_transactions | Array |
CreditNotes LinkedTransactions attributes
Field | Type | Description | |
---|---|---|---|
id | String | LinkedTransaction line ID | |
applied_amount | Number | Amount applied on the linked transaction | |
transactionable_id | String | Reference to the Transaction UUID | |
transactionable_type | String | Reference to the Transaction type (Invoice, Payment, CreditNote, etc…) |
CreditNotes List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_notes": [
{
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"code": "171",
"title": "Stationery supplies for 2015",
"transaction_number": "SUP2015",
"transaction_date": "2015-01-12T00:00:00Z",
"due_date": "2015-01-31T00:00:00Z",
"status": "UNAPPLIED",
"type": "CUSTOMER",
"balance": 22,
"deposit": 11,
"remaining_credit": 22,
"discount_percent": 0,
"discount_amount": 0,
"public_note": "Enjoy!",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"shipping_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"invoice_id": "b3f169f0-5a96-0132-30de-600308937d74",
"linked_transactions": [
{
"applied_amount": 11,
"id": "a4e27ae1-6b87-0123-29ed-700419848e75",
"class": "Invoice"
}
],
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "2015 notebook",
"status": "ACTIVE",
"quantity": 10,
"unit_price": {
"total_amount": 1.1,
"net_amount": 1,
"tax_amount": 0.1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74",
"account_id": "t4d6dd11-5a96-0132-30cf-600308937d21"
},
{
"id": "54b323b70202cbd6da000dbb",
"line_number": 2,
"description": "2015 calendar A3 format",
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74",
"account_id": "t4d6dd11-5a96-0132-30cf-600308937d21"
}
]
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"credit_notes": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "CreditNote UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "CreditNote friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the CreditNote",
"type": "string"
},
"transaction_date": {
"description": "CreditNote creation date, defaults to today if not specified",
"type": "date-time"
},
"due_date": {
"description": "CreditNote due date, defaults to today if not specified",
"type": "date-time"
},
"payment_term": {
"description": "Payment term",
"enum": ["IMMEDIATE", "PIA", "NET7", "NET10", "NET30", "NET60", "NET90", "EOM"]
},
"status": {
"description": "CreditNote status",
"enum": ["DRAFT", "APPLIED", "UNAPPLIED"],
"default": "DRAFT"
},
"type": {
"description": "CreditNote type indicates if it is a customer CreditNote or a supplier CreditNote",
"enum": ["CUSTOMER", "SUPPLIER"],
"default": "CUSTOMER"
},
"balance": {
"description": "Amount left on the CreditNote",
"type": "number",
"readOnly": true
},
"deposit": {
"description": "Amount refund to date",
"type": "number",
"readOnly": true
},
"remaining_credit": {
"description": "Credit amount still avaible",
"type": "number",
"readOnly": true
},
"discount_percent": {
"description": "Total discount percentage deducted on the CreditNote total",
"type": "number"
},
"discount_amount": {
"description": "Fixed discount amount deducted on the CreditNote total",
"type": "number"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"tax_code_id": {
"description": "Reference of the applicable Tax Code",
"type": "string"
},
"freight_tax_code_id": {
"description": "Reference of the applicable shipping Tax Code",
"type": "string"
},
"account_id": {
"description": "Reference of the Account used for the CreditNote",
"type": "string"
},
"tax_calculation": {
"description": "Tax calculation method for display purpose",
"enum": ["TAX_EXCLUDED", "TAX_INCLUSIVE", "NOT_APPLICABLE"]
},
"sales_order_id": {
"description": "Reference of parent Sales Order",
"type": "string"
},
"public_note": {
"description": "Note visible to the customer on the CreditNote",
"type": "string"
},
"private_note": {
"description": "Internal note not visible to the customer",
"type": "string"
},
"currency_rate": {
"description": "Rate for the currency pair at the date of the transaction.",
"type": "number"
},
"amount": {
"$ref": "#/definitions/price",
"readOnly": true
},
"billing_address": {
"$ref": "#/definitions/address"
},
"shipping_address": {
"$ref": "#/definitions/address"
},
"linked_transactions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"applied_amount": {
"description": "Transaction reference ID",
"type": "string"
},
"id": {
"description": "Transaction reference ID",
"type": "string"
},
"class": {
"description": "Transaction reference type",
"type": "string",
"enum": ["Invoice", "SalesOrder", "PurchaseOrder", "Quote", Payment]
}
}
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "CreditNote line ID",
"type": "string"
},
"line_number": {
"description": "CreditNote line number used for ordering",
"type": "integer"
},
"status": {
"description": "CreditNote line status",
"enum": ["ACTIVE", "INACTIVE"],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the CreditNote line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the CreditNote line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the CreditNote line",
"type": "string"
}
}
}
}
}
}
}
}
}
}
Get CreditNotesGET/api/v2/:group_id/credit_notes
Get the list of CreditNotes.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Credit note UUID | |
group_id | String | Group ID | |
created_at | Date-time | Credit note creation date | |
updated_at | Date-time | Credit note last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, UNAPPLIED, APPLIED, VOIDED, INACTIVE] - Default: DRAFT | |
title | String | Credit note title | |
transaction_number | String | Credit note number | |
transaction_date | Date-time | Credit note date | |
due_date | Date-time | Credit note due date | |
payment_term | Enum | [IMMEDIATE, PIA, NET7, NET10, NET30, NET60, NET90, EOM] | |
type | Enum | [CUSTOMER (owing a customer), SUPPLIER (debt from a supplier)] - Default: CUSTOMER | |
balance | Number | Credit note balance, calculated with remaining_credit |
|
deposit | Number | Credit note deposit, calculated with the total applied amounts of linked_transactions |
|
remaining_credit | Number | Credit note remaining credit, calculated with amount and the total applied amounts of linked_transactions |
|
discount_percent | Number | Total discount percentage deducted on the credit note total | |
discount_amount | Number | Total discount amount deducted on the credit note total | |
currency_rate | Number | Rate for the currency pair at the date of the transaction | |
public_note | String | Note visible by the customer on the credit note | |
private_note | String | Internal note not visible by the customer | |
tax_calculation | Enum | [TAX_EXCLUDED, TAX_INCLUSIVE, NOT_APPLICABLE] (display purpose only) | |
tax_code_id | Reference | Tax code applied to the credit note | |
freight_tax_code_id | Reference | Shipping tax code applied to the credit_note | |
organization_id | Reference | The credit_note customer/supplier organization | |
person_id | Reference | The credit_note customer/supplier contact | |
account_id | Reference | Account used for the credit_note | |
invoice_id | Reference | Invoice the credit note has been created from | |
amount | Price | Credit note total amount, calculated with the credit_note lines |
|
billing_address | Address | Credit note billing address | |
shipping_address | Address | Credit note shipping address | |
linked_transactions | Array | Transactions covered by the credit note | |
lines | Array | Credit note detail |
Credit note linked transactions attributes
Field | Type | Description | |
---|---|---|---|
applied_amount | Number | Amount of the credit note applied on the transaction | |
id | String | UUID of the transaction | |
class | Enum | Transaction type: [Quote, Invoice, SalesOrder, PurchaseOrder, Payment] |
Credit note lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | ACTIVE, INACTIVE] - Default: ACTIVE | |
line_number | String | Line number | |
description | String | Line description | |
reduction_percent | Number | Reduction percentage applicable | |
service_date | Date-time | Delivery date of the item/service | |
quantity | Number | Item quantity | |
unit_price | Price | Item unit price | |
total_price | Price | Line total price, calculated with unit_price and quantity |
|
tax_code_id | Reference | Tax code applied to this line | |
account_id | Reference | Account used for this line | |
item_id | Reference | Item concerned by this line |
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_notes": {
"due_date": "2014-12-05T08:13:31Z",
"title": "Team meeting catering 12-01-2015",
"status": "APPLIED",
"type": "SUPPLIER",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"linked_transactions": [
{
"applied_amount": 125.4,
"id": "a4e27ae1-6b87-0123-29ed-700419848e75",
"class": "Invoice"
}
],
"lines: [
{
"id: "54b323b30202cbd6da000be5",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "54b323b70202cbd6da000dbb",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_notes": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"type": "SUPPLIER",
"balance": 0.0,
"deposit": 125.4,
"remaining_credit": 0.0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 125.4,
"net_amount": 113.0,
"tax_amount": 11.4,
"tax_rate": 10.0,
"currency": "USD"
},
"linked_transactions": [
{
"applied_amount": 125.4,
"id": "a4e27ae1-6b87-0123-29ed-700419848e75",
"class": "Invoice"
}
],
"lines: [
{
"id: "line1",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 99.0,
"net_amount: 90.0,
"tax_amount: 9.0,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "line2",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 26.4,
"net_amount: 24.0,
"tax_amount: 2.4,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Create New CreditNotePOST/api/v2/:group_id/credit_notes
Create a new CreditNote.
CreditNote ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_notes": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"type": "CUSTOMER",
"balance": 33,
"deposit": 0,
"remaining_credit": 33,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get CreditNoteGET/api/v2/:group_id/credit_notes/{id}
Get a single CreditNote.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The CreditNote ID
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_notes": {
"due_date": "2015-31-01T00:00:00Z",
"status": "AUTHORIZED",
"lines: [
{
"id": "54b323b30202cbd6da000be5",
"quantity": 6
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_notes": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"type": "CUSTOMER",
"balance": 33,
"deposit": 0,
"remaining_credit": 33,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a CreditNotePUT/api/v2/:group_id/credit_notes/{id}
Update a single CreditNote. For a CreditNote line to be deleted, the status of the CreditNote line must be set to “INACTIVE”
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The CreditNote ID
Credit Payments ¶
Credit Payments JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"credit_payments": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Credit payment UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[DRAFT, SUBMITTED, AUTHORISED, INACTIVE, APPLIED, UNAPPLIED] - Default: DRAFT",
"type": "string",
"format": "enum"
},
"type": {
"description": "[CUSTOMER, SUPPLIER] - Default: CUSTOMER",
"type": "string",
"format": "enum"
},
"title": {
"description": "Credit payment title",
"type": "string"
},
"transaction_date": {
"description": "Transaction date",
"type": "string",
"format": "date-time"
},
"transaction_number": {
"description": "Transaction reference",
"type": "string"
},
"public_note": {
"description": "Note visible on the document",
"type": "string"
},
"private_note": {
"description": "Private internal note",
"type": "string"
},
"organization_id": {
"description": "#Organization that made the credit payment",
"type": "string",
"format": "reference"
},
"person_id": {
"description": "#Person that made the credit payment",
"type": "string",
"format": "reference"
},
"account_id": {
"description": "#Account the credit payment was made on",
"type": "string",
"format": "reference"
},
"payment_method_id": {
"description": "#PaymentMethod used for the credit payment",
"type": "string",
"format": "reference"
},
"amount": {
"description": "Credit payment total amount, calculated with the lines",
"$ref": "#/definitions/price",
"readOnly": true
},
"unapplied_amount": {
"description": "Credit payment total unapplied amount",
"type": "number"
},
"process_payment": {
"description": "Is the credit payment processed",
"type": "boolean"
},
"linked_transactions": {
"description": "Credit payment linked transactions",
"type": "array",
"items": {
"type": "object",
"properties": {
"applied_amount": {
"description": "Linked transaction applied amount",
"type": "number"
},
"class": {
"description": "Linked transaction class: [Invoice, Payment, ...]",
"type": "string",
"format": "enum"
},
"id": {
"description": "Linked transaction UUID",
"type": "string"
}
}
}
},
"lines": {
"description": "Transaction details",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"required": [
"quantity",
"unit_price"
],
"properties": {
"id": {
"description": "Line id",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"line_number": {
"description": "Line number",
"type": "number"
},
"description": {
"description": "Line description",
"type": "string"
},
"quantity": {
"description": "Line quantity",
"type": "number"
},
"unit_price": {
"description": "Line unit price",
"$ref": "#/definitions/price"
},
"total_price": {
"description": "Line total price, calculated using unit_price and quantity",
"$ref": "#/definitions/price",
"readOnly": true
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/credit_payments
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Credit payment UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, SUBMITTED, AUTHORISED, INACTIVE, APPLIED, UNAPPLIED] - Default: DRAFT | |
type | Enum | [CUSTOMER, SUPPLIER] - Default: CUSTOMER | |
title | String | Credit payment title | |
transaction_date | Date Time | Transaction date | |
transaction_number | String | Transaction reference | |
public_note | String | Note visible on the document | |
private_note | String | Private internal note | |
organization_id | Reference | Organization that made the credit payment | |
person_id | Reference | Person that made the credit payment | |
account_id | Reference | Account the credit payment was made on | |
payment_method_id | Reference | PaymentMethod used for the credit payment | |
amount | Price | Credit payment total amount, calculated with the lines | |
unapplied_amount | Number | Credit payment total unapplied amount | |
process_payment | Boolean | Is the credit payment processed | |
linked_transactions | Array | Credit payment linked transactions | |
lines | Array | Transaction details |
CreditPayments LinkedTransactions attributes
Field | Type | Description | |
---|---|---|---|
applied_amount | Number | Linked transaction applied amount | |
class | Enum | Linked transaction class: [Invoice, Payment, …] | |
id | String | Linked transaction UUID |
CreditPayments Lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
line_number | Number | Line number | |
description | String | Line description | |
quantity | Number | Line quantity | |
unit_price | Price | Line unit price | |
total_price | Price | Line total price, calculated using unit_price and quantity |
Credit Payments List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_payments": [
{
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"transaction_number": "112",
"title": "Credit payment",
"amount": {
"total_amount": 12,
"net_amount": 12,
"currency": "USD"
},
"unapplied_amount": 0,
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"private_note": "private note",
"public_note": "public note",
"organization_id": "3f58c721-5102-0132-6600-600308937d74",
"person_id": "1258c721-5102-0132-6600-600308937d71",
"account_id": "f258c721-5102-0132-6600-600308937d04",
"lines": [
{
"id": "12",
"line_number": 0,
"description": "...",
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"net_amount": 12
},
"total_price": {
"net_amount": 12
}
}
],
"linked_transactions": [
{
"applied_amount": 12,
"class": "Invoice",
"id": "q258c721-5102-0132-6600-600308937d01"
}
],
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "credit_payments"
}
]
}
Get Credit PaymentsGET/api/v2/:group_id/credit_payments
Get the list of credPt payments.
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_payments": {
"title": "Credit payment"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_payments": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"title": "Credit payment"
}
}
Create New Credit paymentPOST/api/v2/:group_id/credit_payments
Create a new credit payment.
Credit payment ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_payments": {
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"transaction_number": "112",
"title": "Credit payment",
"amount": {
"net_amount": 12
},
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"private_note": "private note",
"public_note": "public note",
"organization_id": "3f58c721-5102-0132-6600-600308937d74",
"person_id": "1258c721-5102-0132-6600-600308937d71",
"account_id": "f258c721-5102-0132-6600-600308937d04",
"lines": [
{
"id": "12",
"line_number": 0,
"description": "...",
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"net_amount": 12
},
"total_price": {
"net_amount": 12
}
}
],
"linked_transactions": [
{
"applied_amount": 12,
"class": "Invoice",
"id": "q258c721-5102-0132-6600-600308937d01"
}
],
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "credit_payments"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get Credit paymentGET/api/v2/:group_id/credit_payments/{id}
Get a single credit payment.
- id
string
(required) Example: 815743a0-1915-0134-bd38-745c899ef027The credit payment ID
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_payments": {
"title": "Credit payment"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"credit_payments": {
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"transaction_number": "112",
"title": "Credit payment",
"amount": {
"net_amount": 12
},
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"private_note": "private note",
"public_note": "public note",
"organization_id": "3f58c721-5102-0132-6600-600308937d74",
"person_id": "1258c721-5102-0132-6600-600308937d71",
"account_id": "f258c721-5102-0132-6600-600308937d04",
"lines": [
{
"id": "12",
"line_number": 0,
"description": "...",
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"net_amount": 12
},
"total_price": {
"net_amount": 12
}
}
],
"linked_transactions": [
{
"applied_amount": 12,
"class": "Invoice",
"id": "q258c721-5102-0132-6600-600308937d01"
}
],
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "credit_payments"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a Credit paymentPUT/api/v2/:group_id/credit_payments/{id}
Update a single credit payment
- id
string
(required) Example: 815743a0-1915-0134-bd38-745c899ef027The credit payment ID
Deposits ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"deposits": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Deposit UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[DRAFT, SUBMITTED, AUTHORISED, INACTIVE, APPLIED, UNAPPLIED] - Default: DRAFT",
"type": "string",
"format": "enum"
},
"title": {
"description": "Deposit title",
"type": "string"
},
"transaction_number": {
"description": "Transaction reference",
"type": "string"
},
"transaction_date": {
"description": "Transaction date",
"type": "string",
"format": "date-time"
},
"public_note": {
"description": "Note visible on the document",
"type": "string"
},
"private_note": {
"description": "Private internal note",
"type": "string"
},
"organization_id": {
"description": "#Organization that made the deposit",
"type": "string",
"format": "reference"
},
"person_id": {
"description": "#Person that made the deposit",
"type": "string",
"format": "reference"
},
"account_id": {
"description": "#Account the deposit was made on",
"type": "string",
"format": "reference"
},
"amount": {
"description": "Deposit total amount, calculated with the lines",
"$ref": "#/definitions/price",
"readOnly": true
},
"lines": {
"description": "Transaction details",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"required": [
"quantity",
"unit_price"
],
"properties": {
"id": {
"description": "Line id",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"line_number": {
"description": "Line number",
"type": "number"
},
"description": {
"description": "Line description",
"type": "string"
},
"quantity": {
"description": "Line quantity",
"type": "number"
},
"unit_price": {
"description": "Line unit price",
"$ref": "#/definitions/price"
},
"total_price": {
"description": "Line total price, calculated using unit_price and quantity",
"$ref": "#/definitions/price",
"readOnly": true
}
}
}
},
"cash_back": {
"type": "object",
"properties": {
"account_id": {
"description": "Cash back #account",
"type": "string",
"format": "reference"
},
"amount": {
"description": "Cash back amount",
"type": "number"
},
"memo": {
"description": "Cash back memo",
"type": "string"
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/deposits
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Deposit UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, SUBMITTED, AUTHORISED, INACTIVE, APPLIED, UNAPPLIED] - Default: DRAFT | |
title | String | Deposit title | |
transaction_number | String | Transaction reference | |
transaction_date | Date Time | Transaction date | |
public_note | String | Note visible on the document | |
private_note | String | Private internal note | |
organization_id | Reference | Organization that made the deposit | |
person_id | Reference | Person that made the deposit | |
account_id | Reference | Account the deposit was made on | |
amount | Price | Deposit total amount, calculated with the lines | |
lines | Array | Transaction details | |
cash_back | Object |
Deposits Lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
line_number | Number | Line number | |
description | String | Line description | |
quantity | Number | Line quantity | |
unit_price | Price | Line unit price | |
total_price | Price | Line total price, calculated using unit_price and quantity |
Deposits CashBack attributes
Field | Type | Description | |
---|---|---|---|
account_id | Reference | Cash back account | |
amount | Number | Cash back amount | |
memo | String | Cash back memo |
Deposits List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"deposits": [
{
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"transaction_number": "112",
"title": "Deposit",
"amount": {
"net_amount": 12
},
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"private_note": "private note",
"public_note": "public note",
"organization_id": "3f58c721-5102-0132-6600-600308937d74",
"person_id": "1258c721-5102-0132-6600-600308937d71",
"account_id": "f258c721-5102-0132-6600-600308937d04",
"lines": [
{
"id": "12",
"line_number": 0,
"description": "...",
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"net_amount": 12
},
"total_price": {
"net_amount": 12
}
}
],
"cash_back": {
"account_id": "4r58c721-5102-0132-6600-600308937d23",
"amount": 2,
"memo": "..."
},
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "deposits"
}
]
}
Get DepositsGET/api/v2/:group_id/deposits
Get the list of deposits.
Headers
Content-Type: application/vnd.api+json
Body
{
"deposits": {
"title": "Deposit"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"deposits": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"title": "Deposit"
}
}
Create New DepositPOST/api/v2/:group_id/deposits
Create a new deposit.
Deposit ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"deposits": {
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"transaction_number": "112",
"title": "Deposit",
"amount": {
"net_amount": 12
},
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"private_note": "private note",
"public_note": "public note",
"organization_id": "3f58c721-5102-0132-6600-600308937d74",
"person_id": "1258c721-5102-0132-6600-600308937d71",
"account_id": "f258c721-5102-0132-6600-600308937d04",
"lines": [
{
"id": "12",
"line_number": 0,
"description": "...",
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"net_amount": 12
},
"total_price": {
"net_amount": 12
}
}
],
"cash_back": {
"account_id": "4r58c721-5102-0132-6600-600308937d23",
"amount": 2,
"memo": "..."
},
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "deposits"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get DepositGET/api/v2/:group_id/deposits/{id}
Get a single deposit.
- id
string
(required) Example: 815743a0-1915-0134-bd38-745c899ef027The deposit ID
Headers
Content-Type: application/vnd.api+json
Body
{
"deposits": {
"title": "Deposit"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"deposits": {
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"transaction_number": "112",
"title": "Deposit",
"amount": {
"net_amount": 12
},
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"private_note": "private note",
"public_note": "public note",
"organization_id": "3f58c721-5102-0132-6600-600308937d74",
"person_id": "1258c721-5102-0132-6600-600308937d71",
"account_id": "f258c721-5102-0132-6600-600308937d04",
"lines": [
{
"id": "12",
"line_number": 0,
"description": "...",
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"net_amount": 12
},
"total_price": {
"net_amount": 12
}
}
],
"cash_back": {
"account_id": "4r58c721-5102-0132-6600-600308937d23",
"amount": 2,
"memo": "..."
},
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "deposits"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a DepositPUT/api/v2/:group_id/deposits/{id}
Update a single deposit
- id
string
(required) Example: 815743a0-1915-0134-bd38-745c899ef027The deposit ID
Employees ¶
An employee represents a person employed by your company.
Employees JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Employee UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"title": {
"description": "Employee title (Mr, Mrs, ...)",
"type": "string"
},
"first_name": {
"description": "Employee first name",
"type": "string"
},
"last_name": {
"description": "Employee last name",
"type": "string"
},
"middle_name": {
"description": "Employee middle name",
"type": "string"
},
"full_name": {
"description": "Employee full name",
"type": "string"
},
"birth_date": {
"description": "Employee date of birth",
"type": "string",
"format": "date-time"
},
"gender": {
"description": "Gender, one of [MALE, FEMALE]",
"type": "string",
"format": "enum"
},
"mno_user_id": {
"description": "Maestrano User ID to match a User created via SSO if applicable",
"type": "string"
},
"social_security_number": {
"description": "Employee Social Security Number",
"type": "string"
},
"hired_date": {
"description": "Employment start date",
"type": "string",
"format": "date-time"
},
"released_date": {
"description": "Employment end date",
"type": "string",
"format": "date-time"
},
"job_status": {
"description": "Job status (Current, Released, etc...)",
"type": "string"
},
"bill_rate": {
"description": "Employee default billing rate",
"type": "number"
},
"location": {
"description": "Employee location",
"type": "string"
},
"supervisor": {
"description": "Employee supervisor name",
"type": "string"
},
"job_title": {
"description": "Employee job title",
"type": "string"
},
"note": {
"description": "Employee private note",
"type": "string"
},
"address": {
"description": "Employee personal address",
"$ref": "#/definitions/address"
},
"email": {
"description": "Person email addresses",
"$ref": "#/definitions/email"
},
"phone": {
"description": "Person work phone and fax numbers",
"$ref": "#/definitions/phone"
},
"bank_accounts": {
"description": "Person bank accounts details",
"type": "array",
"items": {
"$ref": "#/definitions/bank_account"
}
},
"pay_schedule_id": {
"description": "Employee Pay Schedule reference",
"type": "string"
},
"employee_salaries": {
"description": "Employee default salary breakdown",
"type": "array",
"readOnly": true,
"items": {
"type": "object",
"properties": {
"id": {
"description": "EmployeeSalary ID",
"type": "string"
},
"type": {
"description": "EmployeeSalary Type (ANNUALSALARY, HOURLY, USEEARNINGSRATE, ENTEREARNINGSRATE)",
"type": "string"
},
"name": {
"description": "EmployeeSalary Name",
"type": "string"
},
"frequency": {
"description": "EmployeeSalary Frequency (WEEKLY, FORTNIGHTLY, MONTHLY)",
"type": "string"
},
"currency": {
"description": "EmployeeSalary currency",
"type": "string"
},
"annual_salary": {
"description": "Annual salary amount",
"type": "number"
},
"hourly_rate": {
"description": "Hourly rate",
"type": "number"
},
"hours_per_week": {
"description": "Default number of hours worked per week",
"type": "number"
},
"effective_date": {
"description": "Date of salary payment",
"type": "string",
"format": "date-time"
},
"pay_item_id": {
"description": "Pay Item reference",
"type": "string"
}
}
}
},
"work_locations": {
"description": "Employee Work Locations",
"type": "array",
"readOnly": true,
"items": {
"type": "object",
"properties": {
"id": {
"description": "EmployeeWorkLocation ID",
"type": "string"
},
"role": {
"description": "Employee role at location",
"type": "string"
},
"description": {
"description": "Employee work location description",
"type": "string"
},
"primary": {
"description": "Employee primary work location (only one work location can be flagged as promary)",
"type": "boolean"
},
"work_location_id": {
"description": "Work Location reference",
"type": "string"
}
}
}
},
"opening_balances": {
"description": "Employee Opening Balances",
"type": "array",
"readOnly": true,
"items": {
"type": "object",
"properties": {
"id": {
"description": "Employee Opening Balance ID",
"type": "string"
},
"status": {
"description": "Employee Opening Balance (ACTIVE or INACTIVE)",
"type": "string"
},
"type": {
"description": "Employee Opening Balance type",
"type": "string"
},
"name": {
"description": "Employee Opening Balance name",
"type": "string"
},
"description": {
"description": "Employee Opening Balance description",
"type": "string"
},
"pay_item_id": {
"description": "Pay Item reference",
"type": "string"
},
"units": {
"description": "Units allocated",
"type": "number"
},
"amount": {
"description": "Amount allocated",
"type": "number"
},
"hours": {
"description": "Hours allocated",
"type": "number"
},
"balance": {
"description": "Balance allocated",
"type": "number"
},
"percentage": {
"description": "Percentage allocated",
"type": "number"
},
"rate_per_unit": {
"description": "Rate per unit",
"type": "string"
},
"type_of_units": {
"description": "Type on units allocated (HOURS, UNITS)",
"type": "string"
},
"calculation_type": {
"description": "(FIXEDAMOUNT, PERCENTAGEOFEARNINGS, UNIT)",
"type": "string"
},
"contribution_type": {
"description": "(SGC, SALARYSACRIFICE)",
"type": "string"
},
"tax_type": {
"description": "(PAYG Tax, ...)",
"type": "string"
},
"currency": {
"description": "Currency",
"type": "string"
}
}
}
},
"current_balances": {
"description": "Employee Current Balances",
"type": "array",
"readOnly": true,
"items": {
"type": "object",
"properties": {
"id": {
"description": "Employee Current Balance ID",
"type": "string"
},
"status": {
"description": "Employee Current Balance (ACTIVE or INACTIVE)",
"type": "string"
},
"type": {
"description": "Employee Current Balance type",
"type": "string"
},
"name": {
"description": "Employee Current Balance name",
"type": "string"
},
"description": {
"description": "Employee Current Balance description",
"type": "string"
},
"pay_item_id": {
"description": "Pay Item reference",
"type": "string"
},
"units": {
"description": "Units allocated",
"type": "number"
},
"amount": {
"description": "Amount allocated",
"type": "number"
},
"hours": {
"description": "Hours allocated",
"type": "number"
},
"balance": {
"description": "Balance allocated",
"type": "number"
},
"percentage": {
"description": "Percentage allocated",
"type": "number"
},
"rate_per_unit": {
"description": "Rate per unit",
"type": "string"
},
"type_of_units": {
"description": "Type on units allocated (HOURS, UNITS)",
"type": "string"
},
"calculation_type": {
"description": "(FIXEDAMOUNT, PERCENTAGEOFEARNINGS, UNIT)",
"type": "string"
},
"contribution_type": {
"description": "(SGC, SALARYSACRIFICE)",
"type": "string"
},
"tax_type": {
"description": "(PAYG Tax, ...)",
"type": "string"
},
"currency": {
"description": "Currency",
"type": "string"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"bank_account": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"bank_account": {
"type": "object",
"properties": {
"bic_code": {
"type": "string"
},
"account_number": {
"type": "string"
},
"bsb_number": {
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/employees
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Employee UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
title | String | Employee title (Mr, Mrs, …) | |
first_name | String | Employee first name | |
last_name | String | Employee last name | |
middle_name | String | Employee middle name | |
full_name | String | Employee full name | |
birth_date | Date Time | Employee date of birth | |
gender | Enum | Gender, one of [MALE, FEMALE] | |
mno_user_id | String | Maestrano User ID to match a User created via SSO if applicable | |
social_security_number | String | Employee Social Security Number | |
hired_date | Date Time | Employment start date | |
released_date | Date Time | Employment end date | |
job_status | String | Job status (Current, Released, etc…) | |
bill_rate | Number | Employee default billing rate | |
location | String | Employee location | |
supervisor | String | Employee supervisor name | |
job_title | String | Employee job title | |
note | String | Employee private note | |
address | Address | Employee personal address | |
Person email addresses | |||
phone | Phone | Person work phone and fax numbers | |
pay_schedule_id | String | Employee Pay Schedule reference | |
bank_accounts | Array | Person bank accounts details | |
employee_salaries | Array | Employee default salary breakdown | |
work_locations | Array | Employee Work Locations | |
opening_balances | Array | Employee Opening Balances | |
current_balances | Array | Employee Current Balances |
Employees BankAccounts attributes
Field | Type | Description |
---|
Employees EmployeeSalaries attributes
Field | Type | Description | |
---|---|---|---|
id | String | EmployeeSalary ID | |
type | String | EmployeeSalary Type (ANNUALSALARY, HOURLY, USEEARNINGSRATE, ENTEREARNINGSRATE) | |
name | String | EmployeeSalary Name | |
frequency | String | EmployeeSalary Frequency (WEEKLY, FORTNIGHTLY, MONTHLY) | |
currency | String | EmployeeSalary currency | |
annual_salary | Number | Annual salary amount | |
hourly_rate | Number | Hourly rate | |
hours_per_week | Number | Default number of hours worked per week | |
effective_date | Date Time | Date of salary payment | |
pay_item_id | String | Pay Item reference |
Employees WorkLocations attributes
Field | Type | Description | |
---|---|---|---|
id | String | EmployeeWorkLocation ID | |
role | String | Employee role at location | |
description | String | Employee work location description | |
primary | Boolean | Employee primary work location (only one work location can be flagged as promary) | |
work_location_id | String | Work Location reference |
Employees OpeningBalances attributes
Field | Type | Description | |
---|---|---|---|
id | String | Employee Opening Balance ID | |
status | String | Employee Opening Balance (ACTIVE or INACTIVE) | |
type | String | Employee Opening Balance type | |
name | String | Employee Opening Balance name | |
description | String | Employee Opening Balance description | |
pay_item_id | String | Pay Item reference | |
units | Number | Units allocated | |
amount | Number | Amount allocated | |
hours | Number | Hours allocated | |
balance | Number | Balance allocated | |
percentage | Number | Percentage allocated | |
rate_per_unit | String | Rate per unit | |
type_of_units | String | Type on units allocated (HOURS, UNITS) | |
calculation_type | String | (FIXEDAMOUNT, PERCENTAGEOFEARNINGS, UNIT) | |
contribution_type | String | (SGC, SALARYSACRIFICE) | |
tax_type | String | (PAYG Tax, …) | |
currency | String | Currency |
Employees CurrentBalances attributes
Field | Type | Description | |
---|---|---|---|
id | String | Employee Current Balance ID | |
status | String | Employee Current Balance (ACTIVE or INACTIVE) | |
type | String | Employee Current Balance type | |
name | String | Employee Current Balance name | |
description | String | Employee Current Balance description | |
pay_item_id | String | Pay Item reference | |
units | Number | Units allocated | |
amount | Number | Amount allocated | |
hours | Number | Hours allocated | |
balance | Number | Balance allocated | |
percentage | Number | Percentage allocated | |
rate_per_unit | String | Rate per unit | |
type_of_units | String | Type on units allocated (HOURS, UNITS) | |
calculation_type | String | (FIXEDAMOUNT, PERCENTAGEOFEARNINGS, UNIT) | |
contribution_type | String | (SGC, SALARYSACRIFICE) | |
tax_type | String | (PAYG Tax, …) | |
currency | String | Currency |
Employee List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"employees": [
{
"id": "68d63921-bee9-0132-2fbd-56847afe9799",
"code": "EM9110",
"first_name": "Benjamin",
"last_name": "Wilson",
"employee_id": "001450",
"mno_user_id": "usr-afd4",
"birth_date": "1980-10-17",
"gender": "MALE",
"social_security_number": "512-17-4444",
"hired_date": "2015-04-18",
"job_title": "Sales Manger",
"pay_schedule_id": "50847c11-bee9-0132-2f6e-56847afe9799",
"address": {
"billing": {
"line1": "342 De Carlo Ave",
"city": "Richmond",
"region": "CA",
"postal_code": "94801",
"country": "United States"
},
"shipping": {
"line1": "342 De Carlo Ave",
"city": "Richmond",
"region": "CA",
"postal_code": "94801",
"country": "United States"
}
},
"email": {
"address": "ben.wilson@test.com"
},
"phone": {
"landline": "408-123-4567"
},
"bank_accounts": [
{
"bic_code": "12345-12310",
"account_number": "78945 4410",
"bsb_number": "123-123"
},
]
"employee_salaries": [
{
"id": "5523221d0202cb423200d888",
"type": "HOURLY",
"name": "Regular Hours",
"currency": "USD",
"hourly_rate": 32.5,
"hours_per_week": 40,
"pay_item_id": "54fc6fa1-bee9-0132-2f72-56847afe9799"
},
{
"id": "6623221d0202cb423200d8ef",
"type": "SALARY",
"frequency": "TWICEAMONTH",
"name": "Bonus",
"currency": "USD",
"hourly_rate": 10.5,
"hours_per_week": 40,
"annual_salary": 10000,
"pay_item_id": "54fc6fa1-bee9-0132-2f72-56847afe9799"
}
],
"work_locations": [
{
"id": "561ef5f30202cbfc3300236b",
"work_location_id": "398cb8f1-5503-0133-9e89-56847afe9799",
"role": "Responsible",
"description": "Responsible for the San Francisco office",
"primary": true
},
{
"id": "561ef5f30202cbfc3300236d",
"work_location_id": "3990d7a0-5503-0133-9e8f-56847afe9799",
"role": "Manager"
}
],
"updated_at": "2015-04-22T00:58:39.000Z",
"created_at": "2015-04-07T00:17:33.199Z"
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"employees": {
"id": "employees",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Employee UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Employee title",
"type": "string"
},
"first_name": {
"description": "Employee first name",
"type": "string"
},
"last_name": {
"description": "Employee last name",
"type": "string"
},
"middle_name": {
"description": "Employee middle name",
"type": "string"
},
"full_name": {
"description": "Employee full name",
"type": "string"
},
"birth_date": {
"description": "Employee date of birth",
"type": "string",
"format": "date-time"
},
"gender": {
"description": "Employee gender",
"enum": ["MALE", "FEMALE"]
},
"employee_id": {
"description": "A unique Employee ID",
"type": "string"
},
"mno_user_id": {
"description": "Maestrano unique user_id",
"type": "string"
},
"social_security_number": {
"description": "Employee social security number",
"type": "string"
},
hired_date": {
"description": "Employee work start date",
"type": "string",
"format": "date-time"
},
released_date": {
"description": "Employee work end date",
"type": "string",
"format": "date-time"
},
"job_status": {
"description": "Employee job status",
"type": "string"
},
"bill_rate": {
"description": "Employee bill rate",
"type": "number"
},
"location": {
"description": "Employee work location",
"type": "string"
},
"supervisor": {
"description": "Employee supervisor name",
"type": "string"
},
"job_title": {
"description": "Employee job title",
"type": "string"
},
"note": {
"description": "Note",
"type": "string"
},
"address": {
"$ref": "#/definitions/address_group"
},
"email": {
"type": "object",
"properties": {
"address": {"type": "string", "description": "Primary email address"},
"address2": {"type": "string", "description": "Secondary email address"}
}
},
"phone": {
"$ref": "#/definitions/telephone_group"
},
"bank_accounts": {
"description": "Person bank accounts details",
"type": "array",
"items": {
"type": "object",
"properties": {
"$ref": "#/definitions/bank_account"
},
"pay_schedule_id": {
"description": "Pay Schedule UUID the employee is attached to",
"type": "string"
},
"employee_salaries": {
"description": "The list of salary components the employee is entitled to",
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Employee Salary ID",
"type": "string"
},
"type": {
"description": "Salary period type",
"enum": ["SALARY", "MONTHLY", "HOURLY"]
},
"frequency": {
"description": "Pay frequency, applicable when type is set to SALARY",
"enum": ["WEEKLY", "FORTHNIGHTLY", "TWICEAMONTH", "MONTHLY", "YEARLY"]
},
"name": {
"description": "Salary name",
"type": "string"
},
"currency": {
"description": "Price currency",
"type": "string"
},
"hourly_rate": {
"description": "Salary hourly rate (applicable if type is HOURLY)",
"type": "number"
},
"hours_per_week": {
"description": "Regular hours worked per week",
"type": "number"
},
"pay_item_id": {
"description": "Reference to the Pay Item",
"type": "string"
}
}
}
}
},
"work_locations": {
"description": "The list of Work Locations an employee is attached to",
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Reference of the Work Location",
"type": "string"
},
"work_location_id": {
"description": "Reference to the Work Location,
"type": "string"
},
"role": {
"description": "Role of the employee for this Work Location,
"type": "string"
},
"description": {
"description": "Description of the Employee position at this Work Location,
"type": "string"
},
"primary": {
"description": "Is the Employee primary Work Location,
"type": "boolean"
}
}
}
}
}
}
}
}
}
}
Get EmployeeGET/api/v2/:group_id/employees
Get the list of employees.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Employee UUID | |
group_id | String | Group ID | |
created_at | Date-time | Employee creation date | |
updated_at | Date-time | Employee last update date | |
code | String | Code, auto-generated if not specified | |
title | String | Employee title | |
first_name | String | Employee first_name | |
last_name | String | Employee last_name | |
full_name | String | Employee full_name. Concatenation of title , first_name and last_name if not specified |
|
birth_date | Date-time | Employee date of birth | |
gender | Enum | [FEMALE, MALE] | |
social_security_number | String | Employee social security number | |
job_title | String | Employee job title | |
hired_date | Date-time | Employee work start date | |
released_date | Date-time | Employee work end date | |
job_status | String | Employee job status | |
bill_rate | Number | Employee bill rate | |
location | String | Employee work location | |
supervisor | String | Employee supervisor name | |
note | String | A short note about the employee | |
employee_id | String | A uniq employee id | |
mno_user_id | String | A uniq Maestrano user id (given during a SSO process) | |
pay_schedule_id | Reference | Pay schedule the employee is attached to | |
address | Address group | Employee addresses | |
Email group | Employee emails | ||
phone | Phone group | Employee phone and fax numbers | |
bank_accounts | Array | Employee payment details | |
employee_salaries | Array | Salaries the employee may be entitled to | |
work_locations | Array | Work locations the employee may work at |
Employee salaries attributes
Field | Type | Description | |
---|---|---|---|
id | String | Salary id | |
type | Enum | [SALARY, MONTHLY, HOURLY] | |
frequency | Enum | Pay frequency, applicable when type is set to SALARY. [WEEKLY, FORTHNIGHTLY, TWICEAMONTH, MONTHLY, YEARLY] | |
name | String | Salary name | |
currency | String | Salary currency code | |
annual_salary | Number | Salary annual amount | |
hourly_rate | Number | Salary hourly rate | |
hours_per_week | Number | Salary number of hours per week | |
pay_item_id | Reference | Pay item associated with the salary |
Employee work locations attributes
Field | Type | Description | |
---|---|---|---|
id | String | Employee work location id | |
work_location_id | Reference | Work location | |
role | String | Employee role at this work location | |
description | String | Description of the employee position at this work location | |
primary | Boolean | Is the employee primary work location |
Bank accounts attributes
Field | Type | Description | |
---|---|---|---|
bank_account | Bank account | Employee bank account payment details |
Headers
Content-Type: application/vnd.api+json
Body
{
"employees": {
"first_name": "John",
"last_name": "Doe",
"employee_id": "EM0220"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"employees": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"code": "EM17",
"first_name": "John",
"last_name": "Doe",
"employee_id": "EM0220"
}
}
Create New EmployeePOST/api/v2/:group_id/employees
Create a new employee.
Employee ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"employees": {
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"title": "Mr",
"first_name": "John",
"last_name": "Doe",
"full_name": "Mr John Doe",
"birth_date": "1986-04-02T00:00:00Z",
"gender": "Male",
"employee_id": "01410",
"social_security_number": "554-78562-1140",
"hired_date": "2012-02-17",
"released_date": "2012-02-17",
"job_status": "EMPLOYED",
"bill_rate": 32.75,
"location": "San Francisco office",
"job_title": "Marketing Manager",
"address": {
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "AU"
}
},
"email": {
"address": "john@mycompany.com"
},
"phone": {
"landline": "+61 2 8574 1222",
"mobile": "+61 449 785 122"
},
"bank_accounts": [
{
"bic_code": "12345-12310",
"account_number": "78945 4410",
"bsb_number": "123-123"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get EmployeeGET/api/v2/:group_id/employees/{id}
Get a single employee.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The employee ID
Headers
Content-Type: application/vnd.api+json
Body
{
"employees": {
"first_name": "John",
"last_name": "Doe"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"employees": {
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"title": "Mr",
"first_name": "John",
"last_name": "Doe",
"full_name": "Mr John Doe",
"birth_date": "1986-04-02T00:00:00Z",
"gender": "Male",
"employee_id": "01410",
"social_security_number": "554-78562-1140",
"hired_date": "2012-02-17",
"released_date": "2012-02-17",
"job_status": "EMPLOYED",
"bill_rate": 32.75,
"location": "San Francisco office",
"job_title": "Marketing Manager",
"address": {
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "AU"
}
},
"email": {
"address": "john@mycompany.com"
},
"phone": {
"landline": "+61 2 8574 1222",
"mobile": "+61 449 785 122"
},
"bank_accounts": [
{
"bic_code": "12345-12310",
"account_number": "78945 4410",
"bsb_number": "123-123"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an EmployeePUT/api/v2/:group_id/employees/{id}
Update a single Employee
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The employee ID
Events ¶
Business Rules
It is possible to automatically generate items from an event ticket_classes using the option generate_items
.
This is useful for an integration with a CRM to generate items to be used for invoicing.
{
"events": {
"opts": {"generate_items": true},
"ticket_classes": [...]
}
}
Events JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"organizations": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Event UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[DRAFT, LIVE, INACTIVE] - Default: DRAFT",
"type": "string",
"format": "enum"
},
"name": {
"description": "Event name",
"type": "string"
},
"description": {
"description": "Event description",
"type": "string"
},
"url": {
"description": "Event public page URL",
"type": "string"
},
"timezone": {
"description": "Event timezone of reference",
"type": "string"
},
"start_date": {
"description": "Event starting date",
"type": "string",
"format": "date-time"
},
"end_date": {
"description": "Event termination date",
"type": "string",
"format": "date-time"
},
"capacity": {
"description": "Event total capacity",
"type": "number"
},
"currency": {
"description": "Event default currency",
"type": "string"
},
"organization_id": {
"description": "#Organization owning the event",
"type": "string",
"format": "reference"
},
"person_id": {
"description": "#Person owning the event",
"type": "string",
"format": "reference"
},
"venue_id": {
"description": "#Venue of the Event",
"type": "string",
"format": "reference"
},
"ticket_classes": {
"description": "Event tickets types",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"required": [
"name"
],
"properties": {
"id": {
"description": "Ticket id",
"type": "string"
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"name": {
"description": "Ticket name",
"type": "string"
},
"description": {
"description": "Ticket description",
"type": "string"
},
"donation": {
"description": "Is based on donations",
"type": "boolean"
},
"free": {
"description": "Is a free ticket",
"type": "boolean"
},
"minimum_quantity": {
"description": "Minimum quantity to purchase in a single transaction",
"type": "number"
},
"maximum_quantity": {
"description": "Maximum quantity to purchase in a single transaction",
"type": "number"
},
"quantity_total": {
"description": "Total number of tickets available",
"type": "number"
},
"quantity_sold": {
"description": "Total number of tickets sold",
"type": "number"
},
"sales_end": {
"description": "Ticket sale ending date",
"type": "string",
"format": "date-time"
},
"cost": {
"description": "Ticket base price",
"$ref": "#/definitions/price"
},
"fee": {
"description": "Ticket extra fees",
"$ref": "#/definitions/price"
},
"item_id": {
"description": "#Item used in invoices to reference this ticket",
"type": "string",
"format": "reference"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/events
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Event UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, LIVE, INACTIVE] - Default: DRAFT | |
name | String | Event name | |
description | String | Event description | |
url | String | Event public page URL | |
timezone | String | Event timezone of reference | |
start_date | Date Time | Event starting date | |
end_date | Date Time | Event termination date | |
capacity | Number | Event total capacity | |
currency | String | Event default currency | |
organization_id | Reference | Organization owning the event | |
person_id | Reference | Person owning the event | |
venue_id | Reference | Venue of the Event | |
ticket_classes | Array | Event tickets types |
Events TicketClasses attributes
Field | Type | Description | |
---|---|---|---|
id | String | Ticket id | |
code | String | Code, auto-generated if not specified | |
name | String | Ticket name | |
description | String | Ticket description | |
donation | Boolean | Is based on donations | |
free | Boolean | Is a free ticket | |
minimum_quantity | Number | Minimum quantity to purchase in a single transaction | |
maximum_quantity | Number | Maximum quantity to purchase in a single transaction | |
quantity_total | Number | Total number of tickets available | |
quantity_sold | Number | Total number of tickets sold | |
sales_end | Date Time | Ticket sale ending date | |
cost | Price | Ticket base price | |
fee | Price | Ticket extra fees | |
item_id | Reference | Item used in invoices to reference this ticket |
Events List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"events": [
{
"id": "8d654e30-d8aa-0133-31c9-027f396e04cb",
"code": "EV1",
"status": "LIVE",
"name": "Xavier concert",
"description": "<P>Music and stuff</P>",
"url": "http://www.eventbrite.com.au/e/xavier-concert-tickets-24287850615",
"start_date": "2016-05-09T23:00:00Z",
"end_date": "2016-05-10T02:00:00Z",
"capacity": 102,
"currency": "USD",
"organization_id": "d9c3491-d8ab-2345-31ea-027f396e08ui",
"person_id": "p5c3491-d8ab-3344-31ea-027f396e02qw",
"venue_id": "b7c3491-d8ab-0133-31ea-027f396e04cb",
"ticket_classes": [
{
"id": "56fbd6bcdace114f85136eba",
"name": "Friends",
"donation": false,
"free": true,
"minimum_quantity": 1,
"quantity_total": 2,
"quantity_sold": 1,
"sales_end": "2016-05-09T22:00:00Z",
"cost": {},
"fee": {},
"item_id": "8d6ffc91-d8aa-0133-31cf-027f396e04cb"
},
{
"id": "56fbd6bcdace114f85136ebc",
"name": "People",
"donation": false,
"free": false,
"minimum_quantity": 1,
"quantity_total": 100,
"quantity_sold": 0,
"sales_end": "2016-05-09T22:00:00Z",
"cost": {
"total_amount": 8.54,
"currency": "USD"
},
"fee": {
"total_amount": 1.2,
"currency": "USD"
},
"item_id": "8d76da50-d8aa-0133-31d3-027f396e04cb"
}
],
"created_at": "2016-03-30T13:38:04Z",
"updated_at": "2016-03-30T13:47:22Z",
"channel_id": "org-fgjg",
"resource_type": "events"
}
],
"pagination": {
"skip": 0,
"top": 100,
"total": 1
}
}
Get EventsGET/api/v2/:group_id/events
Get the list of events.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Event UUID | |
group_id | String | Group ID | |
created_at | Date-time | Event creation date | |
updated_at | Date-time | Event last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, LIVE, INACTIVE] - Default: DRAFT | |
name | String | Event name | |
description | String | Event description | |
url | String | Url of the event website or tickets | |
start_date | Date-time | Event start date | |
end_date | Date-time | Event end date | |
capacity | Number | Maximum number of attendees | |
currency | String | Event currency code | |
organization_id | Reference | The organization organizing the event | |
person_id | Reference | The contact organizing the event | |
venue_id | Reference | Venue the event occurs at | |
ticket_classes | Array | Types of ticket available for this event |
Ticket classes attributes
Field | Type | Description | |
---|---|---|---|
id | String | Ticket class id | |
name | String | Ticket class name | |
description | String | Ticket class description | |
donation | Boolean | Can guests make donations | |
free | Boolean | Is ticket class free | |
minimum_quantity | Number | Minimum number of ticket per order | |
maximum_quantity | Number | Maximum number of ticket per order | |
quantity_total | Number | Number of available tickets of this class | |
quantity_total | Number | Number of sold tickets of this class | |
sales_end | Date-time | Last date to buy ticket | |
cost | Price | Ticket price | |
fee | Price | Additional fee for ticket purchase | |
item_id | Reference | Item representing such a ticket. An item should be created to be able to create invoices relative to this ticket |
Headers
Content-Type: application/vnd.api+json
Body
{
"events": {
"name": "Birthday",
"start_date": "2016-05-09T23:00:00Z",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"events": {
"id": "fafc0751-d8b3-0133-c94c-067594f4f433",
"code": "EV7",
"status": "DRAFT",
"name": "Birthday",
"start_date": "2016-05-09T23:00:00Z",
"ticket_classes": [],
"created_at": "2016-03-30T14:45:33Z",
"updated_at": "2016-03-30T14:45:33Z",
"channel_id": "org-fgjg",
"resource_type": "events"
}
}
Create New EventPOST/api/v2/:group_id/events
Create a new event.
Event ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"events": {
"id": "8d654e30-d8aa-0133-31c9-027f396e04cb",
"code": "EV1",
"status": "LIVE",
"name": "concert",
"description": "<P>Music and stuff</P>",
"url": "http://www.eventbrite.com.au/e/xavier-concert-tickets-24287850615",
"start_date": "2016-05-09T23:00:00Z",
"end_date": "2016-05-10T02:00:00Z",
"capacity": 102,
"currency": "USD",
"venue_id": "b7c3491-d8ab-0133-31ea-027f396e04cb",
"ticket_classes": [
{
"id": "56fbd6bcdace114f85136eba",
"name": "Friends",
"donation": false,
"free": true,
"minimum_quantity": 1,
"quantity_total": 2,
"quantity_sold": 1,
"sales_end": "2016-05-09T22:00:00Z",
"cost": {},
"fee": {},
"item_id": "8d6ffc91-d8aa-0133-31cf-027f396e04cb"
},
{
"id": "56fbd6bcdace114f85136ebc",
"name": "People",
"donation": false,
"free": false,
"minimum_quantity": 1,
"quantity_total": 100,
"quantity_sold": 0,
"sales_end": "2016-05-09T22:00:00Z",
"cost": {
"total_amount": 8.54,
"currency": "USD"
},
"fee": {
"total_amount": 1.2,
"currency": "USD"
},
"item_id": "8d76da50-d8aa-0133-31d3-027f396e04cb"
}
],
"created_at": "2016-03-30T13:38:04Z",
"updated_at": "2016-03-30T13:47:22Z",
"channel_id": "org-fgjg",
"resource_type": "events"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get EventGET/api/v2/:group_id/events/{id}
Get a single event.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The event ID
Headers
Content-Type: application/vnd.api+json
Body
{
"events": {
"name": "concert"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"events": {
"id": "8d654e30-d8aa-0133-31c9-027f396e04cb",
"code": "EV1",
"status": "LIVE",
"name": "concert",
"description": "<P>Music and stuff</P>",
"url": "http://www.eventbrite.com.au/e/xavier-concert-tickets-24287850615",
"start_date": "2016-05-09T23:00:00Z",
"end_date": "2016-05-10T02:00:00Z",
"capacity": 102,
"currency": "USD",
"venue_id": "b7c3491-d8ab-0133-31ea-027f396e04cb",
"ticket_classes": [
{
"id": "56fbd6bcdace114f85136eba",
"name": "Friends",
"donation": false,
"free": true,
"minimum_quantity": 1,
"quantity_total": 2,
"quantity_sold": 1,
"sales_end": "2016-05-09T22:00:00Z",
"cost": {},
"fee": {},
"item_id": "8d6ffc91-d8aa-0133-31cf-027f396e04cb"
},
{
"id": "56fbd6bcdace114f85136ebc",
"name": "People",
"donation": false,
"free": false,
"minimum_quantity": 1,
"quantity_total": 100,
"quantity_sold": 0,
"sales_end": "2016-05-09T22:00:00Z",
"cost": {
"total_amount": 8.54,
"currency": "USD"
},
"fee": {
"total_amount": 1.2,
"currency": "USD"
},
"item_id": "8d76da50-d8aa-0133-31d3-027f396e04cb"
}
],
"created_at": "2016-03-30T13:38:04Z",
"updated_at": "2016-03-30T13:47:22Z",
"channel_id": "org-fgjg",
"resource_type": "events"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an EventPUT/api/v2/:group_id/events/{id}
Update a single event
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The event ID
Event Orders ¶
An event order is an order placed on an event by a person for several tickets and people
Business Rules
It is possible to automatically generate invoices and payments from an order using the options generate_invoice
and generate_payment
.
This is useful for an integration with an accounting software to generate invoices and payments for financial reporting.
When generating an Invoice cost
, process_fee
and attendees_cost
are calculated by default from attendees
data.
{
"event_orders": {
"opts": {"generate_invoice": true, "generate_payment": true},
"ticket_classes": [...]
}
}
Event Orders List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"event_orders": [
{
"id": "91a9aea1-d8aa-0133-31dd-027f396e04cb",
"code": "EO1",
"status": "PLACED",
"event_id": "8d654e30-d8aa-0133-31c9-027f396e04cb",
"person_id": "8f806600-d8aa-0133-31d7-027f396e04cb",
"invoice_id": "2q806600-d8aa-2322-31d7-027f396e09uh",
"payment_id": "6630df75-c47d-426f-a100-ba1054b79084",
"cost": {
"total_amount": 0,
"tax_amount": 0,
"currency": "USD"
},
"process_fee": {
"net_amount": 0,
"currency": "USD"
},
"payment_fee": {
"net_amount": 0,
"currency": "USD"
},
"attendees": [
{
"id": "91b03e51-d8aa-0133-31e0-027f396e04cb",
"status": "ATTENDING",
"quantity": 1,
"event_ticket_id": "56fbd6bcdace114f85136eba",
"cost": {
"total_amount": 0,
"tax_amount": 0,
"currency": "USD"
},
"process_fee": {
"net_amount": 0,
"currency": "USD"
},
"payment_fee": {
"net_amount": 0,
"currency": "USD"
},
"person_id": "8f806600-d8aa-0133-31d7-027f396e04cb"
}
],
"created_at": "2016-03-30T13:38:11Z",
"updated_at": "2016-03-30T13:38:11Z",
"channel_id": "org-fgjg",
"resource_type": "event_orders"
}
],
"pagination": {
"skip": 0,
"top": 100,
"total": 1
}
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"events": {
"id": "events",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Event order UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"description": "Channel ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "Event order status",
"enum": [
"PLACED",
"REFUNDED",
"CANCELLED"
],
"default": "PLACED"
},
"event_id": {
"description": "Event UUID the order applies to",
"type": "string"
},
"cost": {
"$ref": "#/definitions/price"
},
"process_fee": {
"$ref": "#/definitions/price"
},
"payment_fee": {
"$ref": "#/definitions/price"
},
"invoice_id": {
"description": "UUID of the invoice attached",
"type": "string"
},
"payment_id": {
"description": "UUID of the payment attached",
"type": "string"
},
"attendees": {
"id": "attendees",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Attendee id",
"type": "string"
},
"status": {
"description": "Attendee status",
"enum": [
"ATTENDING",
"NOT ATTENDING",
"REFUNDED",
"CANCELLED"
],
"default": "ATTENDING"
},
"quantity": {
"description": "Quantity of ticket for this attendee",
"type": "number"
},
"event_ticket_id": {
"description": "UUID of the ticket class",
"type": "string"
},
"cost": {
"$ref": "#/definitions/price"
},
"process_fee": {
"$ref": "#/definitions/price"
},
"payment_fee": {
"$ref": "#/definitions/price"
},
"person_id": {
"description": "UUID of the attendee person",
"type": "string"
}
}
}
}
}
}
}
}
}
Get Event OrdersGET/api/v2/:group_id/event_orders
Get the list of event orders.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Event order UUID | |
group_id | String | Group ID | |
created_at | Date-time | Event order creation date | |
updated_at | Date-time | Event order last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [PLACED, REFUNDED, CANCELLED] - Default: PLACED | |
event_id | Reference | Event the order applies to | |
person_id | Reference | Person the order was placed by | |
cost | Price | Cost of the order | |
process_fee | Price | Process fee of the order | |
payment_fee | Price | Payment fee of the order | |
invoice_id | Reference | Invoice linked to the order | |
attendees | Array | Attendees concerned by this order |
Event order attendees attributes
Field | Type | Description | |
---|---|---|---|
id | String | Attendee id | |
status | Enum | [ATTENDING, NOT ATTENDING, REFUNDED, CANCELLED] - Default: ATTENDING | |
quantity | Number | Quantity of ticket for this attendee | |
event_ticket_id | Reference | Event ticket class | |
cost | Price | Cost for this attendee | |
process_fee | Price | Process fee for this attendee | |
payment_fee | Price | Payment fee for this attendee | |
person_id | Reference | Person representing this attendee |
Headers
Content-Type: application/vnd.api+json
Body
{
"event_orders": {
"status": "PLACED",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"event_orders": {
"id": "9907dbc1-d8b6-0133-1ff2-027f396e04cb",
"code": "EO3",
"status": "PLACED",
"cost": {},
"process_fee": {},
"payment_fee": {},
"attendees": [],
"created_at": "2016-03-30T15:04:17Z",
"updated_at": "2016-03-30T15:04:17Z",
"channel_id": "org-fgjg",
"resource_type": "event_orders"
}
}
Create New Event OrderPOST/api/v2/:group_id/event_orders
Create a new event order.
Event Order ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"events": {
"id": "8d654e30-d8aa-0133-31c9-027f396e04cb",
"code": "EV1",
"status": "LIVE",
"name": "concert",
"description": "<P>Music and stuff</P>",
"url": "http://www.eventbrite.com.au/e/xavier-concert-tickets-24287850615",
"start_date": "2016-05-09T23:00:00Z",
"end_date": "2016-05-10T02:00:00Z",
"capacity": 102,
"currency": "USD",
"venue_id": "b7c3491-d8ab-0133-31ea-027f396e04cb",
"ticket_classes": [
{
"id": "56fbd6bcdace114f85136eba",
"name": "Friends",
"donation": false,
"free": true,
"minimum_quantity": 1,
"quantity_total": 2,
"quantity_sold": 1,
"sales_end": "2016-05-09T22:00:00Z",
"cost": {},
"fee": {},
"item_id": "8d6ffc91-d8aa-0133-31cf-027f396e04cb"
},
{
"id": "56fbd6bcdace114f85136ebc",
"name": "People",
"donation": false,
"free": false,
"minimum_quantity": 1,
"quantity_total": 100,
"quantity_sold": 0,
"sales_end": "2016-05-09T22:00:00Z",
"cost": {
"total_amount": 8.54,
"currency": "USD"
},
"fee": {
"total_amount": 1.2,
"currency": "USD"
},
"item_id": "8d76da50-d8aa-0133-31d3-027f396e04cb"
}
],
"created_at": "2016-03-30T13:38:04Z",
"updated_at": "2016-03-30T13:47:22Z",
"channel_id": "org-fgjg",
"resource_type": "events"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get EventGET/api/v2/:group_id/event_orders/{id}
Get a single event.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The event ID
Headers
Content-Type: application/vnd.api+json
Body
{
"events_order": {
"satuts": "REFUNDED"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"event_orders": {
"id": "91a9aea1-d8aa-0133-31dd-027f396e04cb",
"status": "REFUNDED",
"event_id": "8d654e30-d8aa-0133-31c9-027f396e04cb",
"person_id": "8f806600-d8aa-0133-31d7-027f396e04cb",
"cost": {
"total_amount": 0,
"tax_amount": 0,
"currency": "USD"
},
"process_fee": {
"net_amount": 0,
"currency": "USD"
},
"payment_fee": {
"net_amount": 0,
"currency": "USD"
},
"attendees": [
{
"id": "91b03e51-d8aa-0133-31e0-027f396e04cb",
"status": "ATTENDING",
"quantity": 1,
"event_ticket_id": "56fbd6bcdace114f85136eba",
"cost": {
"total_amount": 0,
"tax_amount": 0,
"currency": "USD"
},
"process_fee": {
"net_amount": 0,
"currency": "USD"
},
"payment_fee": {
"net_amount": 0,
"currency": "USD"
},
"person_id": "8f806600-d8aa-0133-31d7-027f396e04cb"
}
],
"created_at": "2016-03-30T13:38:11Z",
"updated_at": "2016-03-30T13:38:11Z",
"channel_id": "org-fgjg",
"resource_type": "event_orders"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an Event OrderPUT/api/v2/:group_id/event_orders/{id}
Update a single event order
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The event ID
Invoices ¶
Business Rules
- If a tax_code_id is specified for an invoice line, the associated tax rate is used to calculate the total_price of the line:
- CUSTOMER invoice, the tax_code sale_tax_rate is used
- SUPPLIER invoice, the tax_code purchase_tax_rate is used
Invoices JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"invoices": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Invoice UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Invoice friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the Invoice",
"type": "string"
},
"transaction_date": {
"description": "Invoice creation date, defaults to today if not specified",
"type": "date-time"
},
"due_date": {
"description": "Invoice due date, defaults to today if not specified",
"type": "date-time"
},
"payment_term": {
"description": "Payment term",
"enum": [
"IMMEDIATE",
"PIA",
"NET7",
"NET10",
"NET30",
"NET60",
"NET90",
"EOM"
]
},
"status": {
"description": "Invoice status",
"enum": [
"DRAFT",
"SUBMITTED",
"AUTHORISED",
"PAID",
"VOIDED",
"INACTIVE"
],
"default": "DRAFT"
},
"type": {
"description": "Invoice type indicates if it is a sale invoice or a purchase invoice",
"enum": [
"CUSTOMER",
"SUPPLIER"
],
"default": "CUSTOMER"
},
"balance": {
"description": "Amount left to be paid",
"type": "number"
},
"deposit": {
"description": "Amount paid to date",
"type": "number"
},
"discount_percent": {
"description": "Total discount percentage deducted on the invoice total",
"type": "number"
},
"discount_amount": {
"description": "Fixed discount amount deducted on the invoice total",
"type": "number"
},
"apply_tax_after_discount": {
"description": "When discount is a fixed amount, discount to be applied before / after tax (defaults true)",
"type": "boolean",
"default": true
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"warehouse_id": {
"description": "Reference of the Warehouse to use for inventory management",
"type": "string"
},
"tax_code_id": {
"description": "Reference of the applicable Tax Code",
"type": "string"
},
"freight_tax_code_id": {
"description": "Reference of the applicable shipping Tax Code",
"type": "string"
},
"account_id": {
"description": "Reference of the Account used for the Invoice",
"type": "string"
},
"tax_calculation": {
"description": "Tax calculation method for display purpose",
"enum": [
"TAX_EXCLUDED",
"TAX_INCLUSIVE",
"NOT_APPLICABLE"
]
},
"sales_order_id": {
"description": "Reference of parent Sales Order",
"type": "string"
},
"public_note": {
"description": "Note visible to the customer on the invoice",
"type": "string"
},
"private_note": {
"description": "Internal note not visible to the customer",
"type": "string"
},
"amount": {
"$ref": "#/definitions/price",
"readOnly": true
},
"billing_address": {
"$ref": "#/definitions/address"
},
"shipping_address": {
"$ref": "#/definitions/address"
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Transaction line ID",
"type": "string"
},
"line_number": {
"description": "Transaction line number used for ordering",
"type": "integer"
},
"description": {
"description": "Transaction line description",
"type": "string"
},
"status": {
"description": "Transaction line status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the transaction line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the transaction line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the transaction line",
"type": "string"
},
"organization_id": {
"description": "Reference of the Customer or Supplier applicable to the transaction line",
"type": "string"
},
"payment_method_id": {
"description": "Reference to the Payment Method of the transaction line",
"type": "string"
},
"linked_transactions": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "LinkedTransaction line ID",
"type": "string"
},
"applied_amount": {
"description": "Amount applied on the linked transaction",
"type": "number"
},
"transactionable_id": {
"description": "Reference to the Transaction UUID",
"type": "string"
},
"transactionable_type": {
"description": "Reference to the Transaction type (Invoice, Payment, CreditNote, etc...)",
"type": "string"
}
}
}
]
}
}
}
]
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/invoices
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Invoice UUID | |
group_id | String | Group ID | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Unique code, auto-generated if not specified | |
title | String | Invoice friendly name | |
transaction_number | String | Reference number of the Invoice | |
transaction_date | Date Time | Invoice creation date, defaults to today if not specified | |
due_date | Date Time | Invoice due date, defaults to today if not specified | |
payment_term | Payment term | ||
status | Invoice status | ||
type | Invoice type indicates if it is a sale invoice or a purchase invoice | ||
balance | Number | Amount left to be paid | |
deposit | Number | Amount paid to date | |
discount_percent | Number | Total discount percentage deducted on the invoice total | |
discount_amount | Number | Fixed discount amount deducted on the invoice total | |
apply_tax_after_discount | Boolean | When discount is a fixed amount, discount to be applied before / after tax (defaults true) | |
organization_id | String | Reference of the customer or supplier Organization | |
person_id | String | Reference of the customer or supplier Person | |
warehouse_id | String | Reference of the Warehouse to use for inventory management | |
tax_code_id | String | Reference of the applicable Tax Code | |
freight_tax_code_id | String | Reference of the applicable shipping Tax Code | |
account_id | String | Reference of the Account used for the Invoice | |
tax_calculation | Tax calculation method for display purpose | ||
sales_order_id | String | Reference of parent Sales Order | |
public_note | String | Note visible to the customer on the invoice | |
private_note | String | Internal note not visible to the customer | |
amount | Price | ||
billing_address | Address | ||
shipping_address | Address | ||
lines | Array |
Invoices Lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Transaction line ID | |
line_number | Integer | Transaction line number used for ordering | |
description | String | Transaction line description | |
status | Transaction line status | ||
quantity | Number | Quantity of Items | |
reduction_percent | Number | Reduction percentage applicable | |
unit_price | Price | ||
total_price | Price | ||
service_date | Date Time | Delivery date of the item/service | |
tax_code_id | String | Reference to the Tax Code applicable on the transaction line | |
item_id | String | Reference to the Item of the transaction line | |
account_id | String | Reference to the Account of the transaction line | |
organization_id | String | Reference of the Customer or Supplier applicable to the transaction line | |
payment_method_id | String | Reference to the Payment Method of the transaction line | |
linked_transactions | Array |
Invoices LinkedTransactions attributes
Field | Type | Description | |
---|---|---|---|
id | String | LinkedTransaction line ID | |
applied_amount | Number | Amount applied on the linked transaction | |
transactionable_id | String | Reference to the Transaction UUID | |
transactionable_type | String | Reference to the Transaction type (Invoice, Payment, CreditNote, etc…) |
Invoices List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"invoices": [
{
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"code": "171",
"title": "Stationery supplies for 2015",
"transaction_number": "SUP2015",
"transaction_date": "2015-01-12T00:00:00Z",
"due_date": "2015-01-31T00:00:00Z",
"payment_term": "IMMEDIATE",
"status": "DRAFT",
"type": "CUSTOMER",
"balance": 33,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"public_note": "Thanks for shopping with us!",
"private_note": "Private note",
"tax_calculation": "NOT_APPLICABLE",
"tax_code_id": "d6ce0371-5a96-0132-30cb-600308937d02",
"freight_tax_code_id": "e8ce0371-5a96-0132-30cb-600308937d11",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"account_id": "x2ce0371-5a96-0132-30cb-600308937d34",
"sales_order_id": "w6ce0371-5a96-0132-30cb-600308937d66",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"shipping_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "2015 notebook",
"status": "ACTIVE",
"quantity": 10,
"unit_price": {
"total_amount": 1.1,
"net_amount": 1,
"tax_amount": 0.1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74",
"account_id": "q2d52f61-5a96-0132-30ce-600308937dsx"
},
{
"id": "54b323b70202cbd6da000dbb",
"line_number": 2,
"description": "2015 calendar A3 format",
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
]
}
Get InvoicesGET/api/v2/:group_id/invoices
Get the list of invoices.
Headers
Content-Type: application/vnd.api+json
Body
{
"invoices": {
"due_date": "2014-12-05T08:13:31Z",
"title": "Team meeting catering 12-01-2015",
"status": "DRAFT",
"type": "SUPPLIER",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"lines: [
{
"id: "54b323b30202cbd6da000be5",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "54b323b70202cbd6da000dbb",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"invoices": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"type": "SUPPLIER",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 125.4,
"net_amount": 113.0,
"tax_amount": 11.4,
"tax_rate": 10.0,
"currency": "USD"
},
"lines: [
{
"id: "line1",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 99.0,
"net_amount: 90.0,
"tax_amount: 9.0,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "line2",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 26.4,
"net_amount: 24.0,
"tax_amount: 2.4,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Create New InvoicePOST/api/v2/:group_id/invoices
Create a new invoice.
Invoice ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"invoices": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"type": "CUSTOMER",
"balance": 26,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get InvoiceGET/api/v2/:group_id/invoices/{id}
Get a single invoice.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The invoice ID
Headers
Content-Type: application/vnd.api+json
Body
{
"invoices": {
"due_date": "2015-31-01T00:00:00Z",
"status": "AUTHORIZED",
"lines: [
{
"id": "54b323b30202cbd6da000be5",
"quantity": 6
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"invoices": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"type": "CUSTOMER",
"balance": 26,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an InvoicePUT/api/v2/:group_id/invoices/{id}
Update a single Invoice. For an invoice line to be deleted, the status of the invoice line must be set to “INACTIVE”
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The invoice ID
Items ¶
Represents a product or service to be purchased or sold.
Items JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Item UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"name": {
"description": "Item name",
"type": "string"
},
"code": {
"description": "Item code. Must be unique if specified otherwise it will be auto-generated",
"type": "string"
},
"reference": {
"description": "Item reference number",
"type": "string"
},
"description": {
"description": "Item description",
"type": "string"
},
"status": {
"description": "Item status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"type": {
"description": "Item type",
"enum": [
"PURCHASED",
"MANUFACTURED",
"SERVICE",
"ACTIVITY",
"ASSET"
]
},
"unit": {
"description": "Item unit measure (piece, dozen, kg, ...)",
"type": "string"
},
"quantity_per_unit": {
"description": "Item quantity per unit (1, 12, 100, ...)",
"type": "number"
},
"weight": {
"description": "Item weight",
"type": "number"
},
"weight_unit": {
"description": "Item weight unit (g, kg, tonnes, pounds, ...)",
"type": "string"
},
"length": {
"description": "Item length",
"type": "number"
},
"length_unit": {
"description": "Item length unit (mm, cm, m, foot, inch, ...)",
"type": "string"
},
"area": {
"description": "Item area",
"type": "number"
},
"area_unit": {
"description": "Item area unit (mm2, cm2, m2, ft2, in2, ...)",
"type": "string"
},
"volume": {
"description": "Item volume",
"type": "number"
},
"volume_unit": {
"description": "Item volume unit (liters, ounce, galion, mm3, cm3, m3, ft3, in3, ...)",
"type": "string"
},
"sale_price": {
"$ref": "#/definitions/price"
},
"purchase_price": {
"$ref": "#/definitions/price"
},
"parent_item_id": {
"description": "UUID of the parent Item",
"type": "string"
},
"is_inventoried": {
"description": "Flag set if Item is inventoried by an external application. This application is charged of updating quantities accordingly",
"type": "boolean"
},
"initial_quantity": {
"description": "Initial stock quantity",
"type": "number"
},
"quantity_on_hand": {
"description": "Quantity physically in stock",
"type": "number"
},
"quantity_committed": {
"description": "Quantity comitted to be delivered to customers",
"type": "number"
},
"quantity_on_order": {
"description": "Quantity purchased to be delivered",
"type": "number"
},
"quantity_available": {
"description": "Quantity available for selling",
"type": "number"
},
"average_cost": {
"description": "Average item cost to calculate inventory total value",
"type": "number"
},
"current_value": {
"description": "Item inventory total value",
"type": "number"
},
"sale_tax_code_id": {
"description": "TaxCode UUID applicable when selling item",
"type": "string"
},
"purchase_tax_code_id": {
"description": "TaxCode UUID applicable when purchasing item",
"type": "string"
},
"sale_account_id": {
"description": "Account UUID applicable when selling item",
"type": "string"
},
"purchase_account_id": {
"description": "Account UUID applicable when purchasing item",
"type": "string"
},
"asset_account_id": {
"description": "Asset Account UUID if type is ASSET",
"type": "string"
},
"depreciation_account_id": {
"description": "Depreciation Account UUID if type is ASSET",
"type": "string"
}
},
"required": [
"name"
]
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/items
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Item UUID | |
group_id | String | Group ID | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
name | String | Item name | |
code | String | Item code. Must be unique if specified otherwise it will be auto-generated | |
reference | String | Item reference number | |
description | String | Item description | |
status | Item status | ||
type | Item type | ||
unit | String | Item unit measure (piece, dozen, kg, …) | |
quantity_per_unit | Number | Item quantity per unit (1, 12, 100, …) | |
weight | Number | Item weight | |
weight_unit | String | Item weight unit (g, kg, tonnes, pounds, …) | |
length | Number | Item length | |
length_unit | String | Item length unit (mm, cm, m, foot, inch, …) | |
area | Number | Item area | |
area_unit | String | Item area unit (mm2, cm2, m2, ft2, in2, …) | |
volume | Number | Item volume | |
volume_unit | String | Item volume unit (liters, ounce, galion, mm3, cm3, m3, ft3, in3, …) | |
sale_price | Price | ||
purchase_price | Price | ||
parent_item_id | String | UUID of the parent Item | |
is_inventoried | Boolean | Flag set if Item is inventoried by an external application. This application is charged of updating quantities accordingly | |
initial_quantity | Number | Initial stock quantity | |
quantity_on_hand | Number | Quantity physically in stock | |
quantity_committed | Number | Quantity comitted to be delivered to customers | |
quantity_on_order | Number | Quantity purchased to be delivered | |
quantity_available | Number | Quantity available for selling | |
average_cost | Number | Average item cost to calculate inventory total value | |
current_value | Number | Item inventory total value | |
sale_tax_code_id | String | TaxCode UUID applicable when selling item | |
purchase_tax_code_id | String | TaxCode UUID applicable when purchasing item | |
sale_account_id | String | Account UUID applicable when selling item | |
purchase_account_id | String | Account UUID applicable when purchasing item | |
asset_account_id | String | Asset Account UUID if type is ASSET | |
depreciation_account_id | String | Depreciation Account UUID if type is ASSET |
Items List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"items": [
{
"id": "ddc285c1-5a96-0132-31b8-600308937d74",
"group_id": "cld-4sdf712",
"created_at": "2014-11-30T08:14:44Z",
"updated_at": "2014-11-30T08:14:44Z",
"name": "Headset",
"code": "IT1",
"reference": "HDSET-7",
"description": "A Pair of Headsets",
"status": "ACTIVE",
"type": "PURCHASED",
"unit": "EACH",
"quantity_per_unit": 1,
"is_inventoried": false,
"sale_price": {
"total_amount": 0,
"net_amount": 0,
"tax_amount": 0,
"tax_rate": 10,
"currency": "USD"
},
"purchase_price": {
"total_amount": 110,
"net_amount": 100,
"tax_amount": 10,
"tax_rate": 10,
"currency": "USD"
},
"parent_item_id": "aac2faf1-5a96-0132-31b9-600308937d82",
"purchase_tax_code_id": "bec2faf1-5a96-0132-31b9-600308937d66",
"purchase_account_id": "wgy2faf1-5a96-0132-31b9-600308937h75",
"asset_account_id": "iuy2faf1-5a96-0132-31b9-600308937h09",
"depreciation_account_id": "iuy2faf1-5a96-0132-31b9-600098936h09"
}
]
}
Get ItemsGET/api/v2/:group_id/items
Get the list of items.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Item UUID | |
group_id | String | Group ID | |
created_at | Date-time | Item creation date | |
updated_at | Date-time | Item last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | Item name | |
reference | String | Main item reference exposed to the user in an application (SKU or part number) | |
description | String | Item description | |
type | Enum | [PURCHASED, MANUFACTURED, SERVICE, ACTIVITY, ASSET] Product should be either PURCHASED or MANUFACTURED | |
unit | String | Item unit measure (piece, dozen, kg, …) | |
quantity_per_unit | Number | Item quantity per unit (1, 12, 100, …) | |
is_inventoried | Boolean | Flag set if item is inventoried by an external application. This application is charged of updating quantities accordingly | |
initial_quantity | Number | Initial stock quantity | |
quantity_on_hand | Number | Quantity physically in stock | |
quantity_committed | Number | Quantity comitted to be delivered to customers | |
quantity_on_order | Number | Quantity purchased to be delivered | |
quantity_available | Number | Quantity available for selling | |
average_cost | Number | Average item cost to calculate inventory total value | |
current_value | Number | Item inventory total value | |
minimum_quantity | Number | Minimum quantity per order | |
weight | Number | Item weight | |
weight_unit | String | Item weight unit (g, kg, tonnes, pounds, …) | |
length | Number | Item length | |
length_unit | String | Item length unit (mm, cm, m, foot, inch, …) | |
area | Number | Item area | |
area_unit | String | Item area unit (mm2, cm2, m2, ft2, in2, …) | |
volume | Number | Item volume | |
volume_unit | String | Item volume unit (mm3, cm3, m3, ft3, in3, …) | |
sale_price | Price | Item sale price | |
purchase_price | Price | Item purchase price | |
sale_tax_code_id | Reference | Applicable sale tax code | |
purchase_tax_code_id | Reference | Applicable purchase tax code | |
sale_account_id | Reference | Sale account | |
purchase_account_id | Reference | Purchase account | |
asset_account_id | Reference | Asset account | |
depreciation_account_id | Reference | Depreciation account | |
parent_item_id | Reference | Parent item (bundle) |
Headers
Content-Type: application/vnd.api+json
Body
{
"items": {
"name": "Headset",
"code": "HDSET-7",
"description": "A Pair of Headsets",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"items": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Headset",
"code": "HDSET-7",
"description": "A Pair of Headsets",
}
}
Create New ItemPOST/api/v2/:group_id/items
Create a new item.
Item ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"items": {
"id": "ddc285c1-5a96-0132-31b8-600308937d74",
"group_id": "cld-4sdf712"
"created_at": "2014-11-30T08:14:44Z",
"updated_at": "2014-11-30T08:14:44Z",
"name": "Headset",
"code": "HDSET-7",
"description": "A Pair of Headsets",
"status": "ACTIVE",
"type": "PURCHASED",
"unit": "EACH",
"sale_price": {
"total_amount": 0.0,
"net_amount": 0.0,
"tax_amount": 0.0,
"tax_rate": 10.0,
"currency": "USD"
},
"purchase_price": {
"total_amount": 110.0,
"net_amount": 100.0,
"tax_amount": 10.0,
"tax_rate": 10.0,
"currency": "USD"
},
"parent_item_id": "aac2faf1-5a96-0132-31b9-600308937d82"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get ItemGET/api/v2/:group_id/items/{id}
Get a single item.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The item ID
Headers
Content-Type: application/vnd.api+json
Body
{
"items": {
"name": "Headset",
"code": "HDSET-7",
"description": "A Pair of Headsets",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"items": {
"id": "ddc285c1-5a96-0132-31b8-600308937d74",
"group_id": "cld-4sdf712"
"created_at": "2014-11-30T08:14:44Z",
"updated_at": "2014-11-30T08:14:44Z",
"name": "Headset",
"code": "HDSET-7",
"description": "A Pair of Headsets",
"status": "ACTIVE",
"type": "PURCHASED",
"unit": "EACH",
"sale_price": {
"total_amount": 0.0,
"net_amount": 0.0,
"tax_amount": 0.0,
"tax_rate": 10.0,
"currency": "USD"
},
"purchase_price": {
"total_amount": 110.0,
"net_amount": 100.0,
"tax_amount": 10.0,
"tax_rate": 10.0,
"currency": "USD"
},
"parent_item_id": "aac2faf1-5a96-0132-31b9-600308937d82"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an ItemPUT/api/v2/:group_id/items/{id}
Update a single Item
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The item ID
Journals ¶
Journals List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"journals": {
"id": "6cda1291-4219-0133-7892-56847afe9799",
"status": "ACTIVE",
"number": 384,
"reference": "LN384",
"type": "GENERATED",
"transaction_reference_id": "7df8949c-b71f-40c0-bbcf-39f2f450f286",
"transaction_reference_type": "Invoice",
"date": "2015-07-01T00:00:00Z",
"creation_date": "2015-09-02T00:00:00Z",
"journal_lines": [
{
"id": "55ff3abe0202cbbb7c003b45",
"status": "ACTIVE",
"posting_type": "CREDIT",
"amount": {
"total_amount": -19.9,
"net_amount": -19.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "215ea5b1-4219-0133-6e65-56847afe9799"
},
{
"id": "55ff3abe0202cbbb7c003b47",
"status": "ACTIVE",
"posting_type": "DEBIT",
"amount": {
"total_amount": 218.9,
"net_amount": 218.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "20fef981-4219-0133-6e4e-56847afe9799"
},
{
"id": "55ff3abe0202cbbb7c003b49",
"status": "ACTIVE",
"posting_type": "CREDIT",
"amount": {
"total_amount": -199,
"net_amount": -199,
"tax_amount": 0,
"tax_rate": 0
},
"tax_code_id": "1a24d300-4219-0133-6d2f-56847afe9799",
"account_id": "1fa4c0b1-4219-0133-6df1-56847afe9799"
}
],
"created_at": "2015-09-20T23:01:18Z",
"updated_at": "2015-09-20T23:01:18Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "journals"
}
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"journals": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Journal UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "Journal entry status",
"enum": ["ACTIVE", "INACTIVE"],
"default": "ACTIVE"
},
"number": {
"description": "Journal entry number",
"type": "number"
},
"reference": {
"description": "Journal entry reference",
"type": "string"
},
"type": {
"description": "Journal entry type",
"enum": ["GENERATED", "MANUAL"]
},
"transaction_reference_id": {
"description": "Reference transaction UUID",
"type": "string"
},
"transaction_reference_type": {
"description": "Reference transaction type, can be one of **Invoice**, **Payment**",
"type": "string"
},
"date": {
"description": "Reference transaction date",
"type": "date-time"
},
"creation_date": {
"description": "Journal entry creation date",
"type": "date-time"
},
"journal_lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Journal entry line ID",
"type": "string"
},
"status": {
"description": "Journal line status",
"enum": ["ACTIVE", "INACTIVE"],
"default": "ACTIVE"
},
"account_id": {
"description": "Reference to the Account of the journal line",
"type": "string"
},
"tax_code_id": {
"description": "Reference to the TaxCode of the journal line",
"type": "string"
},
"posting_type": {
"description": "Journal entry type: Debit or Credit (Credit for negative amounts, Debit for positive amounts)",
"enum": ["DEBIT", "CREDIT"]
},
"amount": {
"$ref": "#/definitions/price"
}
}
}
}
}
}
}
}
}
}
Get JournalsGET/api/v2/:group_id/journals
Get the list of journals.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Journal UUID | |
group_id | String | Group ID | |
created_at | Date-time | Journal creation date | |
updated_at | Date-time | Journal last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
number | Number | Journal entry number | |
reference | String | Journal reference | |
type | Enum | [GENERATED, MANUAL] GENERATED journal entry are reserved for accounting applications automatically generating Journal entries based on general ledger transactions. All other jounral entries should be flagged as MANUAL | |
transaction_reference_type | Enum | [Invoice, Payment] | |
transaction_reference_id | Reference | Invoice or payment | |
date | Date-time | Transaction date | |
creation_date | Date-time | Journal entry creation date | |
journal_lines | Array | Journal entry details |
Journal lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Journal line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
posting_type | Enum | [DEBIT, CREDIT] | |
amount | Price | Journal line amount. Amounts should be negative for CREDIT and positive for DEBIT | |
tax_code_id | Reference | Applicable tax code | |
account_id | Reference | Ledger account |
Headers
Content-Type: application/vnd.api+json
Body
{
"journals": {
"number": 123,
"type": "MANUAL",
"date": "2015-09-18T00:00:00Z",
"journal_lines": [
{
"status": "ACTIVE",
"amount": {
"total_amount": -19.9,
"net_amount": -19.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "215ea5b1-4219-0133-6e65-56847afe9799"
},
{
"status": "ACTIVE",
"amount": {
"total_amount": 218.9,
"net_amount": 218.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "20fef981-4219-0133-6e4e-56847afe9799"
},
{
"status": "ACTIVE",
"amount": {
"total_amount": -218.9,
"net_amount": -199,
"tax_amount": -19.9,
"tax_rate": 10
},
"tax_code_id": "1a24d300-4219-0133-6d2f-56847afe9799",
"account_id": "1fa4c0b1-4219-0133-6df1-56847afe9799"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"journals": {
"id": "6cda1291-4219-0133-7892-56847afe9799",
"status": "ACTIVE",
"number": 123,
"type": "MANUAL",
"transaction_reference_id": "7df8949c-b71f-40c0-bbcf-39f2f450f286",
"transaction_reference_type": "Invoice",
"date": "2015-09-18T00:00:00Z",
"journal_lines": [
{
"id": "55ff3abe0202cbbb7c003b45",
"status": "ACTIVE",
"amount": {
"total_amount": -19.9,
"net_amount": -19.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "215ea5b1-4219-0133-6e65-56847afe9799"
},
{
"id": "55ff3abe0202cbbb7c003b47",
"status": "ACTIVE",
"amount": {
"total_amount": 218.9,
"net_amount": 218.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "20fef981-4219-0133-6e4e-56847afe9799"
},
{
"id": "55ff3abe0202cbbb7c003b49",
"status": "ACTIVE",
"amount": {
"total_amount": -218.9,
"net_amount": -199,
"tax_amount": -19.9,
"tax_rate": 10
},
"tax_code_id": "1a24d300-4219-0133-6d2f-56847afe9799",
"account_id": "1fa4c0b1-4219-0133-6df1-56847afe9799"
}
],
"created_at": "2015-09-20T23:01:18Z",
"updated_at": "2015-09-20T23:01:18Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "journals"
}
}
Create New JournalPOST/api/v2/:group_id/journals
Create a new Journal.
Journal ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"journals": {
"id": "6cda1291-4219-0133-7892-56847afe9799",
"status": "ACTIVE",
"number": 384,
"type": "GENERATED",
"transaction_reference_id": "7df8949c-b71f-40c0-bbcf-39f2f450f286",
"transaction_reference_type": "Invoice",
"date": "2015-07-01T00:00:00Z",
"creation_date": "2015-09-02T00:00:00Z",
"journal_lines": [
{
"id": "55ff3abe0202cbbb7c003b45",
"status": "ACTIVE",
"amount": {
"total_amount": -19.9,
"net_amount": -19.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "215ea5b1-4219-0133-6e65-56847afe9799"
},
{
"id": "55ff3abe0202cbbb7c003b47",
"status": "ACTIVE",
"amount": {
"total_amount": 218.9,
"net_amount": 218.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "20fef981-4219-0133-6e4e-56847afe9799"
},
{
"id": "55ff3abe0202cbbb7c003b49",
"status": "ACTIVE",
"amount": {
"total_amount": -218.9,
"net_amount": -199,
"tax_amount": -19.9,
"tax_rate": 10
},
"tax_code_id": "1a24d300-4219-0133-6d2f-56847afe9799",
"account_id": "1fa4c0b1-4219-0133-6df1-56847afe9799"
}
],
"created_at": "2015-09-20T23:01:18Z",
"updated_at": "2015-09-20T23:01:18Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "journals"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get JournalGET/api/v2/:group_id/journals/{id}
Get a single journal.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The journal ID
Headers
Content-Type: application/vnd.api+json
Body
{
"journals": {
"status": "INACTIVE",
"number": 0
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"journals": {
"id": "6cda1291-4219-0133-7892-56847afe9799",
"status": "ACTIVE",
"number": 384,
"type": "GENERATED",
"transaction_reference_id": "7df8949c-b71f-40c0-bbcf-39f2f450f286",
"transaction_reference_type": "Invoice",
"date": "2015-07-01T00:00:00Z",
"creation_date": "2015-09-02T00:00:00Z",
"journal_lines": [
{
"id": "55ff3abe0202cbbb7c003b45",
"status": "ACTIVE",
"amount": {
"total_amount": -19.9,
"net_amount": -19.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "215ea5b1-4219-0133-6e65-56847afe9799"
},
{
"id": "55ff3abe0202cbbb7c003b47",
"status": "ACTIVE",
"amount": {
"total_amount": 218.9,
"net_amount": 218.9,
"tax_amount": 0,
"tax_rate": 0
},
"account_id": "20fef981-4219-0133-6e4e-56847afe9799"
},
{
"id": "55ff3abe0202cbbb7c003b49",
"status": "ACTIVE",
"amount": {
"total_amount": -218.9,
"net_amount": -199,
"tax_amount": -19.9,
"tax_rate": 10
},
"tax_code_id": "1a24d300-4219-0133-6d2f-56847afe9799",
"account_id": "1fa4c0b1-4219-0133-6df1-56847afe9799"
}
],
"created_at": "2015-09-20T23:01:18Z",
"updated_at": "2015-09-20T23:01:18Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "journals"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an JournalPUT/api/v2/:group_id/journals/{id}
Update a single Journal. For an journal line to be deleted, the status of the journal line must be set to “INACTIVE”
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The journal ID
Leave applications ¶
Leave applications JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"leave_applications": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Leave application UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Leave application title",
"type": "string"
},
"description": {
"description": "Leave application description",
"type": "string"
},
"start_date": {
"description": "Leave application start date",
"type": "string",
"format": "date-time"
},
"end_date": {
"description": "Leave application end date",
"type": "string",
"format": "date-time"
},
"employee_id": {
"description": "#Employee the application belongs to",
"type": "string",
"format": "reference"
},
"pay_item_id": {
"description": "#PayItem the application belongs to",
"type": "string",
"format": "reference"
},
"leave_periods": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Leave period id",
"type": "string",
"format": "reference"
},
"status": {
"description": "[SCHEDULED, PROCESSED, REJECTED]",
"type": "string",
"format": "enum"
},
"units": {
"description": "Leave period units",
"type": "number"
},
"start_date": {
"description": "Leave period start date",
"type": "string",
"format": "date-time"
},
"end_date": {
"description": "Leave period end date",
"type": "string",
"format": "date-time"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/leave_applications
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Leave application UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
title | String | Leave application title | |
description | String | Leave application description | |
start_date | Date Time | Leave application start date | |
end_date | Date Time | Leave application end date | |
employee_id | Reference | Employee the application belongs to | |
pay_item_id | Reference | PayItem the application belongs to | |
leave_periods | Array |
LeaveApplications LeavePeriods attributes
Field | Type | Description | |
---|---|---|---|
id | Reference | Leave period id | |
status | Enum | [SCHEDULED, PROCESSED, REJECTED] | |
units | Number | Leave period units | |
start_date | Date Time | Leave period start date | |
end_date | Date Time | Leave period end date |
Leave applications List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"leave_applications": [
{
"id": "41769570-160f-0134-bd2b-745c899ef027",
"code": "LA3",
"title": "Going away",
"description": "Going to France",
"start_date": "2016-05-17T10:16:03Z",
"end_date": "2016-08-17T10:16:03Z",
"employee_id": "3fdf5451-fe46-0133-3241-07f9388f53bd",
"pay_item_id": "44df5451-fe46-0133-3241-07f9388f53qw",
"leave_periods": [
{
"id": "4567890",
"status": "SCHEDULED",
"start_date": "2016-05-17T10:16:03Z",
"end_date": "2016-08-17T10:16:03Z"
}
],
"created_at": "2016-06-16T16:42:36Z",
"updated_at": "2016-06-16T16:42:36Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "leave_applications"
}
]
}
Get Leave applicationsGET/api/v2/:group_id/leave_applications
Get the list of leave applications.
Headers
Content-Type: application/vnd.api+json
Body
{
"leave_applications": {
"title": "Holidays"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"leave_applications": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"title": "Holidays"
}
}
Create New Leave applicationPOST/api/v2/:group_id/leave_applications
Create a new leave application.
Leave application ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"leave_applications": {
"id": "41769570-160f-0134-bd2b-745c899ef027",
"code": "LA3",
"title": "Going away",
"description": "Going to France",
"start_date": "2016-05-17T10:16:03Z",
"end_date": "2016-08-17T10:16:03Z",
"employee_id": "3fdf5451-fe46-0133-3241-07f9388f53bd",
"pay_item_id": "44df5451-fe46-0133-3241-07f9388f53qw",
"leave_periods": [
{
"id": "4567890",
"status": "SCHEDULED",
"start_date": "2016-05-17T10:16:03Z",
"end_date": "2016-08-17T10:16:03Z"
}
],
"created_at": "2016-06-16T16:42:36Z",
"updated_at": "2016-06-16T16:42:36Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "leave_applications"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get Leave applicationGET/api/v2/:group_id/leave_applications/{id}
Get a single leave application.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The leave application ID
Headers
Content-Type: application/vnd.api+json
Body
{
"leave_applications": {
"title": "Going away"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"leave_applications": {
"id": "41769570-160f-0134-bd2b-745c899ef027",
"code": "LA3",
"title": "Going away",
"description": "Going to France",
"start_date": "2016-05-17T10:16:03Z",
"end_date": "2016-08-17T10:16:03Z",
"employee_id": "3fdf5451-fe46-0133-3241-07f9388f53bd",
"pay_item_id": "44df5451-fe46-0133-3241-07f9388f53qw",
"leave_periods": [
{
"id": "4567890",
"status": "SCHEDULED",
"start_date": "2016-05-17T10:16:03Z",
"end_date": "2016-08-17T10:16:03Z"
}
],
"created_at": "2016-06-16T16:42:36Z",
"updated_at": "2016-06-16T16:42:36Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "leave_applications"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a Leave applicationPUT/api/v2/:group_id/leave_applications/{id}
Update a single leave application
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The leave application ID
Milestones ¶
Milestones List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"milestones" : [
{
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "A milestone",
"description": "This is a very important milestone",
"status": "COMPLETED",
"start_date": "2014-11-20T09:00:00Z",
"due_date": "2014-12-20T18:00:00Z",
"completed_date": "2014-12-19T15:00:00Z",
"task_lists": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"assignees": [
{
"id": "561cedef73673ae4bb000007",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team_id": "5724bdd1-5453-0132-6741-6003089sdfsdf"
},
{
"id": "561cedef73673a5bbb0000a1",
"role": 'RESPONSIBLE',
"status": 'ACTIVE',
"app_user_id": "a2b76d01-4f88-0133-c32e-062f2dc812d3"
}
]
}
]
}
Schema
{
"type": "object",
"properties": {
"accounts": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Milestone UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"name": {
"description": "Milestone name",
"type": "string"
},
"code": {
"description": "Milestone code, auto-generated if not specified",
"type": "string"
},
"description": {
"description": "Milestone description",
"type": "string"
},
"status": {
"description": "Milestone status",
"enum": ["DRAFT", "STARTED", "COMPLETED", "ARCHIVED", "CANCELED", ...]
},
"start_date": {
"description": "Milestone start date",
"type": "date-time"
},
"due_date": {
"description": "Milestone end date",
"type": "date-time"
},
"completed_date": {
"description": "Milestone completion date",
"type": "date-time"
},
"project_id": {
"description": "Project UUID the milestone belongs to",
"type": "string"
},
"task_lists": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Task List reference ID",
"type": "string"
}
}
}
]
},
"assignees": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Assignee entry ID",
"type": "string"
},
"role": {
"description": "Role on the Project",
"type": "enum",
"enum": ["OWNER", "SUPERVISOR", "RESPONSIBLE", "PARTICIPANT"]
},
"status": {
"description": "Assignee status",
"enum": ["ACTIVE", "INACTIVE"],
"default": "ACTIVE"
},
"rights": {
"description": "Project permissions",
"type": "enum",
"enum": ["ALL", "READ", "WRITE", "APPROVER"]
},
"app_user_id": {
"description": "Reference to an Application User",
"type": "string"
},
"team_id": {
"description": "Reference to a Team of Application Users",
"type": "string"
},
"organization_id": {
"description": "Reference to an Organization (customer)",
"type": "string"
},
"person_id": {
"description": "Reference to a Person (contact)",
"type": "string"
}
}
}
}
}
}
}
}
}
}
}
Get MilestonesGET/api/v2/:group_id/milestones
Get the list of milestones.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Milestone UUID | |
group_id | String | Group ID | |
created_at | Date-time | Milestone creation date | |
updated_at | Date-time | Milestone last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, STARTED, COMPLETED, ARCHIVED, CANCELED] | |
name | String | Milestone name | |
start_date | Date-time | Milestone start date | |
due_date | Date-time | Milestone due date | |
completed_date | Date-time | Milestone completed date | |
project_id | Reference | Project the milestone belongs to | |
task_lists | Array | List of task list ids that belong to the milestone | |
assignees | Array | Assignees of this milestone |
Milestone task lists attributes
Field | Type | Description | |
---|---|---|---|
id | String | Task list UUID |
Milestone assignees attributes
Field | Type | Description | |
---|---|---|---|
id | String | Assignee id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
role | Enum | [OWNER, SUPERVISOR, RESPONSIBLE, PARTICIPANT] | |
rights | Enum | [ALL, READ, WRITE, APPROVER] | |
app_user_id | Reference | Application user representing the assignee | |
team_id | Reference | Team representing the assignee |
Headers
Content-Type: application/vnd.api+json
Body
{
"milestones": {
"name": "Deliver front end"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"milestones": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Deliver front end"
}
}
Create New MilestonePOST/api/v2/:group_id/milestones
Create a new milestone.
Milestone ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"milestones": {
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "My project",
"description": "This is my own little project",
"status": "COMPLETED",
"start_date": "2014-11-20T09:00:00Z",
"due_date": "2014-12-20T18:00:00Z",
"completed_date": "2014-12-19T15:00:00Z",
"task_lists": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"assignees": [
{
"id": "561cedef73673ae4bb000007",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team_id": "5724bdd1-5453-0132-6741-6003089sdfsdf"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get MilestoneGET/api/v2/:group_id/milestones/{id}
Get a single milestone.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The milestone ID
Headers
Content-Type: application/vnd.api+json
Body
{
"milestones": {
"status": "COMPLETED"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"milestones": {
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "My project",
"description": "This is my own little project",
"status": "COMPLETED",
"start_date": "2014-11-20T09:00:00Z",
"due_date": "2014-12-20T18:00:00Z",
"completed_date": "2014-12-19T15:00:00Z",
"task_lists": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"assignees": [
{
"id": "561cedef73673ae4bb000007",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team_id": "5724bdd1-5453-0132-6741-6003089sdfsdf"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a MilestonePUT/api/v2/:group_id/milestones/{id}
Update a single Milestone
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The milestone ID
Opportunities ¶
Business Rules
- Everytime the
sales_stage
is changed, a new record will be created insales_stages_changes
, containing the new sales_stage and the date of the update
Opportunities List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"opportunities": [
{
"id": "f4e131e0-cd6a-0133-b422-027f396e04cb",
"code": "POT1",
"name": "An opportunity name",
"description": "Context still needs to be clarified with the customer",
"sales_stage": "Open",
"type": "New Business",
"expected_close_date": "2016-03-28T07:12:51Z",
"amount": {
"total_amount": 1080
},
"probability": 10,
"next_step": "Qualification",
"sales_stage_changes": [
{
"status": "Open",
"created_at": "2016-03-16T06:05:07Z"
}
],
"created_at": "2016-03-16T06:05:07Z",
"updated_at": "2016-03-16T07:12:52Z",
"channel_id": "org-fbba",
"lead_id": "8be5a2b1-49fd-4844-b740-87965bbbd0bc",
"assignee_id": "b5dbd78a-26da-4e55-ad84-625b25d67622",
"assignee_type": "Entity::AppUser",
"resource_type": "opportunities"
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"opportunities": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"code": {
"type": "string"
},
"name": {
"type": "string"
},
"description": {
"type": "string"
},
"sales_stage": {
"type": "string"
},
"type": {
"type": "string"
},
"expected_close_date": {
"type": "string"
},
"amount": {
"type": "object",
"properties": {
"total_amount": {
"type": "integer"
}
}
},
"probability": {
"type": "integer"
},
"next_step": {
"type": "string"
},
"sales_stage_changes": {
"type": "array",
"items": {
"type": "object",
"properties": {
"status": {
"type": "string"
},
"created_at": {
"type": "string"
}
}
}
},
"created_at": {
"type": "string"
},
"updated_at": {
"type": "string"
},
"channel_id": {
"type": "string"
},
"lead_id": {
"type": "string"
},
"assignee_id": {
"type": "string"
},
"assignee_type": {
"type": "string"
},
"resource_type": {
"type": "string"
}
}
}
}
}
}
Get OpportunitiesGET/opportunities
Get the list of opportunities.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Opportunity UUID | |
channel_id | String | Channel ID | |
created_at | Date-time | Opportunity creation date | |
updated_at | Date-time | Opportunity last update date | |
code | String | Code, auto-generated if not specified | |
name | String | Opportunity name | |
description | String | Opportunity description | |
sales_stage | String | “Status” at which the opportunity is | |
type | String | Type of the opportunity (as defined in a CRM application) | |
expected_close_date | Date-time | Date at which the opportunity is expected to be won | |
amount | Number | Opportunity potential amount | |
probability | Number | Number from 0 to 100 describing the percentage of probability that the opportunity will be won | |
next_step | String | Next step to be achieved to keep the opportunity in the sales pipe (as defined in a CRM application) | |
sales_stage_changes | Array | History track of the opportunity’s sales stages | |
lead_id | Reference | The opportunity referee lead contact | |
assignee_id | Reference | The opportunity assignee (can be Team or AppUser) |
Sales stages changes attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | “Status” at which the opportunity was at a point in time | |
created_at | Date-time | Date at which the opportunity’s sales stage has been changed |
Headers
Content-Type: application/vnd.api+json
Body
{
"opportunities": {
"code": "POT1",
"name": "An opportunity name",
"description": "Context still needs to be clarified with the customer",
"sales_stage": "Open",
"type": "New Business",
"expected_close_date": "2016-03-28T07:12:51Z",
"amount": {
"total_amount": 1080
},
"probability": 10,
"next_step": "Qualification",
"lead_id": "8be5a2b1-49fd-4844-b740-87965bbbd0bc",
"assignee_id": "b5dbd78a-26da-4e55-ad84-625b25d67622",
"assignee_type": "Entity::AppUser"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"opportunities": {
"id": "15a7c661-fec6-0133-bfc8-5fbf8265841f",
"code": "POT1",
"name": "An opportunity name",
"lead_id": "8be5a2b1-49fd-4844-b740-87965bbbd0bc",
"description": "Context still needs to be clarified with the customer",
"sales_stage": "Open",
"type": "New Business",
"expected_close_date": "2016-03-28T07:12:51Z",
"amount": {
"total_amount": 1080
},
"probability": 10,
"next_step": "Qualification",
"sales_stage_changes": [
{
"status": "Open",
"created_at": "2016-03-16T06:05:07Z"
}
],
"assignee_type": "Entity::AppUser",
"assignee_id": "b5dbd78a-26da-4e55-ad84-625b25d67622",
"created_at": "2016-03-16T06:05:07Z",
"updated_at": "2016-03-16T06:05:07Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "opportunities"
}
}
Create New OpportunityPOST/opportunities
Create a new opportunity.
Opportunity ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"opportunities": {
"id": "15a7c661-fec6-0133-bfc8-5fbf8265841f",
"code": "POT1",
"name": "A opportunity name",
"lead_id": "8be5a2b1-49fd-4844-b740-87965bbbd0bc",
"description": "Context still needs to be clarified with the customer",
"sales_stage": "Open",
"type": "New Business",
"expected_close_date": "2016-03-28T07:12:51Z",
"amount": {
"total_amount": 1080
},
"probability": 10,
"next_step": "Qualification",
"sales_stage_changes": [
{
"status": "Open",
"created_at": "2016-03-16T06:05:07Z"
}
],
"assignee_type": "Entity::AppUser",
"assignee_id": "b5dbd78a-26da-4e55-ad84-625b25d67622",
"created_at": "2016-03-16T06:05:07Z",
"updated_at": "2016-03-16T06:05:07Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "opportunities"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "15a7c661-fec6-0133-bfc8-5fbf8265841f",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get OpportunityGET/opportunities/{id}
Get a single opportunity.
- id
string
(required) Example: 15a7c661-fec6-0133-bfc8-5fbf8265841fThe opportunity ID
Headers
Content-Type: application/vnd.api+json
Body
{
"opportunities": {
"sales_stage": "Qualified"
}
}
Body
{
"opportunities": {
"id": "15a7c661-fec6-0133-bfc8-5fbf8265841f",
"code": "POT1",
"name": "A opportunity name",
"lead_id": "8be5a2b1-49fd-4844-b740-87965bbbd0bc",
"description": "Context still needs to be clarified with the customer",
"sales_stage": "Qualified",
"type": "New Business",
"expected_close_date": "2016-03-28T07:12:51Z",
"amount": {
"total_amount": 1080
},
"probability": 10,
"next_step": "Qualification",
"sales_stage_changes": [
{
"status": "Open",
"created_at": "2016-03-16T06:05:07Z"
},
{
"status": "Qualified",
"created_at": "2016-03-20T06:05:07Z"
}
],
"assignee_type": "Entity::AppUser",
"assignee_id": "b5dbd78a-26da-4e55-ad84-625b25d67622",
"created_at": "2016-03-16T06:05:07Z",
"updated_at": "2016-03-20T06:05:07Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "opportunities"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "15a7c661-fec6-0133-bfc8-5fbf8265841f",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an OpportunityPUT/opportunities/{id}
Update a single Opportunity.
- id
string
(required) Example: 15a7c661-fec6-0133-bfc8-5fbf8265841fThe opportunity ID
Organizations ¶
This endpoint has been deprecated, please use /contacts
endpoint instead
An organization represents a third party company and can be a customer, supplier or lead.
Organizations JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Organization UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"title": {
"description": "Organization title (Mr, Mrs, ...)",
"type": "string"
},
"name": {
"description": "Organization name",
"type": "string"
},
"job_title": {
"description": "Organization job title",
"type": "string"
},
"birth_date": {
"description": "Organization date of birth",
"type": "string",
"format": "date-time"
},
"organization_id": {
"description": "#Organization the person belongs to",
"type": "string",
"format": "reference"
},
"is_customer": {
"description": "Organization is classified as a Customer",
"type": "boolean"
},
"is_supplier": {
"description": "Organization is classified as a Supplier",
"type": "boolean"
},
"is_lead": {
"description": "Organization is classified as a Lead",
"type": "boolean"
},
"contact_channel": {
"description": "Channels to join the contact",
"$ref": "#/definitions/contact_channel"
},
"address": {
"description": "Organization address",
"$ref": "#/definitions/address"
},
"email": {
"description": "Organization email addresses",
"$ref": "#/definitions/email"
},
"website": {
"description": "Organization websites",
"$ref": "#/definitions/website"
},
"phone": {
"description": "Organization phone and fax numbers",
"$ref": "#/definitions/phone"
},
"lead_status": {
"description": "Lead status as defined in the CRM application",
"type": "string"
},
"lead_source": {
"description": "Lead origin as defined in the CRM application",
"type": "string"
},
"lead_status_changes": {
"description": "History track of the lead statuses",
"type": "array",
"readOnly": true,
"items": {
"type": "object",
"properties": {
"status": {
"description": "Lead satus",
"type": "string"
},
"created_at": {
"description": "Date of the lead status change",
"type": "string",
"format": "date-time"
}
}
}
},
"lead_referent_type": {
"description": "Entity type of the lead’s referent [Person,Organization]",
"type": "string",
"format": "enum"
},
"lead_referent_id": {
"description": "Lead’s referent, can be a #Person or an #Organization",
"type": "string",
"format": "reference"
},
"assignee_type": {
"description": "Entity type of the lead’s assignee [AppUser, Team]",
"type": "string",
"format": "enum"
},
"assignee_id": {
"description": "Lead’s assignee can be an #AppUser or a #Team",
"type": "string",
"format": "reference"
},
"referred_leads": {
"description": "#People that have been referred by this customer or lead",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Lead UUID",
"type": "string",
"readOnly": true
},
"first_name": {
"description": "Lead first name",
"type": "string"
},
"last_name": {
"description": "Lead last name",
"type": "string"
},
"organization_id": {
"description": "#Organization the person belongs to",
"type": "string",
"format": "reference"
}
}
}
},
"opportunities": {
"description": "#Opportunities linked to this customer or lead",
"type": "array",
"ref": "#opportunities"
},
"notes": {
"description": "Notes about the person",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Note id",
"type": "string"
},
"description": {
"description": "Note content",
"type": "string"
},
"tag": {
"description": "Note tag",
"type": "string"
},
"value": {
"description": "Note value",
"type": "string"
}
}
}
},
"tasks": {
"description": "#Tasks attached to this person",
"type": "array",
"ref": "#tasks"
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/organizations
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Organization UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
title | String | Organization title (Mr, Mrs, …) | |
name | String | Organization name | |
job_title | String | Organization job title | |
birth_date | Date Time | Organization date of birth | |
organization_id | Reference | Organization the person belongs to | |
is_customer | Boolean | Organization is classified as a Customer | |
is_supplier | Boolean | Organization is classified as a Supplier | |
is_lead | Boolean | Organization is classified as a Lead | |
contact_channel | Contact Channel | Channels to join the contact | |
address | Address | Organization address | |
Organization email addresses | |||
website | Website | Organization websites | |
phone | Phone | Organization phone and fax numbers | |
lead_status | String | Lead status as defined in the CRM application | |
lead_source | String | Lead origin as defined in the CRM application | |
lead_referent_type | Enum | Entity type of the lead’s referent [Person,Organization] | |
lead_referent_id | Reference | Lead’s referent, can be a Person or an Organization | |
assignee_type | Enum | Entity type of the lead’s assignee [AppUser, Team] | |
assignee_id | Reference | Lead’s assignee can be an AppUser or a Team | |
opportunities | Array | Opportunities linked to this customer or lead | |
tasks | Array | Tasks attached to this person | |
lead_status_changes | Array | History track of the lead statuses | |
referred_leads | Array | People that have been referred by this customer or lead | |
notes | Array | Notes about the person |
Organizations LeadStatusChanges attributes
Field | Type | Description | |
---|---|---|---|
status | String | Lead satus | |
created_at | Date Time | Date of the lead status change |
Organizations ReferredLeads attributes
Field | Type | Description | |
---|---|---|---|
id | String | Lead UUID | |
first_name | String | Lead first name | |
last_name | String | Lead last name | |
organization_id | Reference | Organization the person belongs to |
Organizations Notes attributes
Field | Type | Description | |
---|---|---|---|
id | String | Note id | |
description | String | Note content | |
tag | String | Note tag | |
value | String | Note value |
Organizations List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": [
{
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-18T03:42:45Z",
"updated_at": "2014-11-18T03:42:45Z",
"name": "DoeCorp Inc.",
"reference": "77456",
"code": "OR2",
"industry": "Banking",
"annual_revenue": 1000000,
"capital": 150000,
"number_of_employees": 12,
"is_customer": true,
"is_supplier": true,
"is_lead": false,
"contact_channel": {
"skype": "doecorp"
},
"address": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
},
"email": {
"address": "contact@doecorp.com",
"address2": "info@doecorp.com"
},
"website": {
"url": "http://www.doecorp.com",
"url2": "http://www.doecorp.com/contactus"
},
"phone": {
"landline": "+61 2 8574 1216",
"landline2": "+1 2 8574 1216",
"mobile": "+61 449 785 116",
"mobile2": "+1 449 785 116",
"fax": "+61 2 9974 1216",
"fax2": "+1 2 9974 1216",
"pager": "+61 440 785 116",
"pager2": "+1 440 785 116"
}
}
]
}
Get OrganizationsGET/api/v2/:group_id/organizations
Get the list of organizations.
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": {
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Doe Corp Inc.",
"is_customer": true
}
}
Create New OrganizationPOST/api/v2/:group_id/organizations
Create a new organization.
Organization ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-18T03:42:45Z",
"updated_at": "2014-11-18T05:42:45Z",
"name": "DoeCorp Inc.",
"industry": "Banking",
"annual_revenue": 800,
"capital": 8000,
"number_of_employees": 80,
"is_customer": true,
"is_supplier": true,
"is_lead": true,
"address": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
},
"email": {
"address": "john13@maestrano.com",
"address2": "jack13@example.com"
},
"website": {
"url": "www.website13.com",
"url2": "www.mywebsite13.com"
},
"phone": {
"landline": "+61 2 8574 1216",
"landline2": "+1 2 8574 1216",
"mobile": "+61 449 785 116",
"mobile2": "+1 449 785 116",
"fax": "+61 2 9974 1216",
"fax2": "+1 2 9974 1216",
"pager": "+61 440 785 116",
"pager2": "+1 440 785 116"
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get OrganizationGET/api/v2/:group_id/organizations/{id}
Get a single organization.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The organization ID
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": {
"name": "DoeCorp Inc.",
"is_supplier": true
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"organizations": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-11-18T03:42:45Z",
"updated_at": "2014-11-18T05:42:45Z",
"name": "DoeCorp Inc.",
"industry": "Banking",
"annual_revenue": 800,
"capital": 8000,
"number_of_employees": 80,
"is_customer": true,
"is_supplier": true,
"is_lead": true,
"address": {
"billing": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"billing2": {
"line1": "63 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2063",
"country": "AU"
},
"shipping": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"shipping2": {
"line1": "65 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2065",
"country": "AU"
}
},
"email": {
"address": "john13@maestrano.com",
"address2": "jack13@example.com"
},
"website": {
"url": "www.website13.com",
"url2": "www.mywebsite13.com"
},
"phone": {
"landline": "+61 2 8574 1216",
"landline2": "+1 2 8574 1216",
"mobile": "+61 449 785 116",
"mobile2": "+1 449 785 116",
"fax": "+61 2 9974 1216",
"fax2": "+1 2 9974 1216",
"pager": "+61 440 785 116",
"pager2": "+1 440 785 116"
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an OrganizationPUT/api/v2/:group_id/organizations/{id}
Update a single Organization
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The organization ID
Payments ¶
Business Rules
- If the Payment contacts (organization_id or person_id) reference is not set, it will default to the contact of the first linked transaction.
Payments JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"payments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Payment UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Payment friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the Payment",
"type": "string"
},
"transaction_date": {
"description": "Payment creation date, defaults to today if not specified",
"type": "date-time"
},
"amount": {
"description": "Total Payment amount",
"type": "number"
},
"process_payment": {
"description": "Payment needs to be processed",
"type": "boolean",
"readOnly": true
},
"status": {
"description": "Payment status",
"enum": [
"ACTIVE",
"PAID",
"VOIDED"
],
"default": "ACTIVE"
},
"type": {
"description": "Payment type indicates if it is a payment sent or received, this should be the same type as the transaction reference",
"enum": [
"CUSTOMER",
"SUPPLIER"
],
"default": "CUSTOMER"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"payment_method_id": {
"description": "Reference of the Payment Method used",
"type": "string"
},
"account_id": {
"description": "Reference of the Account used for the Payment",
"type": "string"
},
"public_note": {
"description": "Note visible to the customer on the payment",
"type": "string"
},
"private_note": {
"description": "Internal note not visible to the customer",
"type": "string"
},
"payment_lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Transaction line ID",
"type": "string"
},
"line_number": {
"description": "Transaction line number used for ordering",
"type": "integer"
},
"description": {
"description": "Transaction line description",
"type": "string"
},
"status": {
"description": "Transaction line status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the transaction line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the transaction line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the transaction line",
"type": "string"
},
"organization_id": {
"description": "Reference of the Customer or Supplier applicable to the transaction line",
"type": "string"
},
"payment_method_id": {
"description": "Reference to the Payment Method of the transaction line",
"type": "string"
},
"linked_transactions": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "LinkedTransaction line ID",
"type": "string"
},
"applied_amount": {
"description": "Amount applied on the linked transaction",
"type": "number"
},
"transactionable_id": {
"description": "Reference to the Transaction UUID",
"type": "string"
},
"transactionable_type": {
"description": "Reference to the Transaction type (Invoice, Payment, CreditNote, etc...)",
"type": "string"
}
}
}
]
}
}
}
]
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/payments
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Payment UUID | |
group_id | String | Group ID | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Unique code, auto-generated if not specified | |
title | String | Payment friendly name | |
transaction_number | String | Reference number of the Payment | |
transaction_date | Date Time | Payment creation date, defaults to today if not specified | |
amount | Number | Total Payment amount | |
process_payment | Boolean | Payment needs to be processed | |
status | Payment status | ||
type | Payment type indicates if it is a payment sent or received, this should be the same type as the transaction reference | ||
organization_id | String | Reference of the customer or supplier Organization | |
person_id | String | Reference of the customer or supplier Person | |
payment_method_id | String | Reference of the Payment Method used | |
account_id | String | Reference of the Account used for the Payment | |
public_note | String | Note visible to the customer on the payment | |
private_note | String | Internal note not visible to the customer | |
payment_lines | Array |
Payments PaymentLines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Transaction line ID | |
line_number | Integer | Transaction line number used for ordering | |
description | String | Transaction line description | |
status | Transaction line status | ||
quantity | Number | Quantity of Items | |
reduction_percent | Number | Reduction percentage applicable | |
unit_price | Price | ||
total_price | Price | ||
service_date | Date Time | Delivery date of the item/service | |
tax_code_id | String | Reference to the Tax Code applicable on the transaction line | |
item_id | String | Reference to the Item of the transaction line | |
account_id | String | Reference to the Account of the transaction line | |
organization_id | String | Reference of the Customer or Supplier applicable to the transaction line | |
payment_method_id | String | Reference to the Payment Method of the transaction line | |
linked_transactions | Array |
Payments LinkedTransactions attributes
Field | Type | Description | |
---|---|---|---|
id | String | LinkedTransaction line ID | |
applied_amount | Number | Amount applied on the linked transaction | |
transactionable_id | String | Reference to the Transaction UUID | |
transactionable_type | String | Reference to the Transaction type (Invoice, Payment, CreditNote, etc…) |
Payments List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"payments": [
{
"id": "4d2ff9d1-4fb8-0133-4037-0255a93ecc0b",
"code": "PA003",
"title": "Payment 00003",
"transaction_number": "CR000003",
"amount": {
"total_amount": 13200,
"net_amount": 0,
"tax_amount": 0,
"tax_rate": 0,
"currency": "AUD"
},
"transaction_date": "2015-01-17T00:00:00Z",
"type": "CUSTOMER",
"public_note": "Thanks!",
"private_note": "Payment; 24 Lockers",
"organization_id": "710c1471-4fb7-0133-37d1-0255a93ecc0b",
"person_id": "430c1471-4fb7-0133-37d1-0255a93ecc8g",
"account_id": "46a19ec0-4fb7-0133-366d-0255a93ecc0b",
"payment_method_id": "87a59ec0-4fb7-0133-366d-0255a93ecc0b",
"payment_lines": [
{
"id": "561614c0c52110f21b00454c",
"status": "ACTIVE",
"amount": 13200,
"linked_transactions": [
{
"id": "fe946131-4fb7-0133-3dfa-0255a93ecc0b",
"class": "Invoice"
}
]
}
],
"created_at": "2015-10-08T07:01:20Z",
"updated_at": "2015-10-08T07:01:20Z",
"channel_id": "org-fblp",
"resource_type": "payments"
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"payments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Payment UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Payment title",
"type": "string"
},
"transaction_number": {
"description": "Payment reference number",
"type": "string"
},
"amount": {
"$ref": "#/definitions/price",
"readOnly": true
},
"transaction_date": {
"description": "Payment date",
"type": "date-time"
},
"type": {
"description": "Payment type indicates if it is a sale payment or a purchase payment",
"enum": [
"CUSTOMER",
"SUPPLIER"
],
"default": "CUSTOMER"
},
"public_note": {
"description": "Note visible to the customer",
"type": "string"
},
"private_note": {
"description": "Internal note not visible to the customer",
"type": "string"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"account_id": {
"description": "Reference of the account used to deposit funds",
"type": "string"
},
"payment_method_id": {
"description": "Reference of the payment method used",
"type": "string"
},
"payment_lines": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Payment line ID",
"type": "string"
},
"status": {
"description": "Payment line status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"amount": {
"description": "Total amount of the payment line",
"type": "number"
},
"linked_transactions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Tansaction reference type ",
"enum": [
"Invoice",
"SalesOrder",
"PurchaseOrder",
"Quote"
]
}
}
}
}
}
}
}
}
}
}
}
}
Get PaymentsGET/api/v2/:group_id/payments
Get the list of payments.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Payment UUID | |
group_id | String | Group ID | |
created_at | Date-time | Payment creation date | |
updated_at | Date-time | Payment last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
title | String | Payment title | |
transaction_number | String | Payment number | |
transaction_date | Date-time | Payment date | |
type | Enum | [CUSTOMER (receiving a payment), SUPPLIER (making a payment)] - Default: CUSTOMER | |
public_note | String | Note visible by the customer | |
private_note | String | Internal note not visible by the customer | |
amount | Price | Payment total amount, calculated with payment_lines |
|
organization_id | Reference | The payment customer/supplier organization | |
person_id | Reference | The payment customer/supplier contact | |
account_id | Reference | Account used for the payment | |
payment_method_id | Reference | Payment method used for the payment | |
payment_lines | Array | Payment details |
Payment lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
amount | Number | Total amount of the payment line | |
linked_transactions | Array | List of transactions covered by the payment line |
Payment lines linked transaction attributes
Field | Type | Description | |
---|---|---|---|
id | String | UUID of the transaction | |
class | Enum | Transaction type: [Quote, Invoice, SalesOrder, PurchaseOrder] |
Headers
Content-Type: application/vnd.api+json
Body
{
"code": "TRX92344",
"transaction_number": "CR000004",
"transaction_date": "2015-01-18T23:00:00Z",
"type": "CUSTOMER",
"private_note": "Payment; 24 Lockers",
"organization_id": "710c1471-4fb7-0133-37d1-0255a93ecc0b",
"account_id": "1848d801-4fb7-0133-342f-0255a93ecc0b",
"payment_lines": [
{
"id": "561614bcc52110f21b00452a",
"status": "ACTIVE",
"amount": 4180,
"linked_transactions": [
{
"id": "fee651c1-4fb7-0133-3dff-0255a93ecc0b",
"class": "Invoice"
}
]
}
]
}
Headers
Content-Type: application/vnd.api+json
Body
{
"payment": {
"id": "4b420c81-4fb8-0133-4008-0255a93ecc0b",
"code": "TRX92344",
"transaction_number": "CR000004",
"amount": {
"total_amount": 4180,
"net_amount": 0,
"tax_amount": 0,
"tax_rate": 0,
"currency": "AUD"
},
"transaction_date": "2015-01-18T23:00:00Z",
"type": "CUSTOMER",
"private_note": "Payment; 24 Lockers",
"organization_id": "710c1471-4fb7-0133-37d1-0255a93ecc0b",
"account_id": "1848d801-4fb7-0133-342f-0255a93ecc0b",
"payment_lines": [
{
"id": "561614bcc52110f21b00452a",
"status": "ACTIVE",
"amount": 4180,
"linked_transactions": [
{
"id": "fee651c1-4fb7-0133-3dff-0255a93ecc0b",
"class": "Invoice"
}
]
}
],
"created_at": "2015-10-08T07:01:16Z",
"updated_at": "2015-10-08T07:01:16Z",
"channel_id": "org-fblp",
"resource_type": "payments"
}
}
Create New PaymentPOST/api/v2/:group_id/payments
Create a new payment.
Payment ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"payments": {
"id": "4b420c81-4fb8-0133-4008-0255a93ecc0b",
"code": "TRX92344",
"transaction_number": "CR000004",
"amount": {
"total_amount": 4180,
"net_amount": 0,
"tax_amount": 0,
"tax_rate": 0,
"currency": "AUD"
},
"transaction_date": "2015-01-18T23:00:00Z",
"type": "CUSTOMER",
"private_note": "Payment; 24 Lockers",
"organization_id": "710c1471-4fb7-0133-37d1-0255a93ecc0b",
"account_id": "1848d801-4fb7-0133-342f-0255a93ecc0b",
"payment_lines": [
{
"id": "561614bcc52110f21b00452a",
"status": "ACTIVE",
"amount": 4180,
"linked_transactions": [
{
"id": "fee651c1-4fb7-0133-3dff-0255a93ecc0b",
"class": "Invoice"
}
]
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get PaymentGET/api/v2/:group_id/payments/{id}
Get a single payment.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The payment ID
Headers
Content-Type: application/vnd.api+json
Body
{
"payments": {
"transaction_date": "2015-01-08T11:12:03Z",
"transaction_number": "44751B54"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"payments": {
"id": "4b420c81-4fb8-0133-4008-0255a93ecc0b",
"code": "TRX92344",
"transaction_number": "CR000004",
"amount": {
"total_amount": 4180,
"net_amount": 0,
"tax_amount": 0,
"tax_rate": 0,
"currency": "AUD"
},
"transaction_date": "2015-01-18T23:00:00Z",
"type": "CUSTOMER",
"private_note": "Payment; 24 Lockers",
"organization_id": "710c1471-4fb7-0133-37d1-0255a93ecc0b",
"account_id": "1848d801-4fb7-0133-342f-0255a93ecc0b",
"payment_lines": [
{
"id": "561614bcc52110f21b00452a",
"status": "ACTIVE",
"amount": 4180,
"linked_transactions": [
{
"id": "fee651c1-4fb7-0133-3dff-0255a93ecc0b",
"class": "Invoice"
}
]
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an PaymentPUT/api/v2/:group_id/payments/{id}
Update a single Payment
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The payment ID
Payment Methods ¶
Represents a Payment Method used when processing a Payment
Payment Methods List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"payment_methods": [
{
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2016-04-28T13:33:21Z",
"updated_at": "2016-04-28T13:33:21Z",
"code": "PM3",
"name": "Credit card"
}
]
}
Schema
{
"type": "object",
"properties": {
"payment_methods": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Payment method UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"name": {
"description": "Payment method name",
"type": "string"
},
}
}
}
}
}
Get AccountsGET/payment_methods
Get the list of payment methods.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Payment method UUID | |
group_id | String | Group ID | |
created_at | Date-time | Payment method creation date | |
updated_at | Date-time | Payment method last update date | |
code | String | Code, auto-generated if not specified | |
name | String | Payment method name |
Headers
Content-Type: application/vnd.api+json
Body
{
"payment_methods": {
"name": "Cash",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"payment_methods": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Cash",
"code": "PM4",
}
}
Create New Payment methodPOST/payment_methods
Create a new payment method.
Payment Method ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"payment_methods": {
"id": "b2befac0-ef73-0133-ff99-0e1cd4468127",
"group_id": "cld-4d7f86",
"created_at": "2016-04-28T13:33:21Z",
"updated_at": "2016-04-28T13:33:21Z",
"code": "PM3",
"name": "Credit card"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get Payment MethodGET/payment_methods/{id}
Get a single payment method.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The account ID
Headers
Content-Type: application/vnd.api+json
Body
{
"payment_method": {
"name": "Cash",
"code": "PM3",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"payment_methods": {
"id": "b2befac0-ef73-0133-ff99-0e1cd4468127",
"group_id": "cld-4d7f86",
"created_at": "2016-04-28T13:33:21Z",
"updated_at": "2016-04-28T13:33:21Z",
"code": "PM3",
"name": "Credit card"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a Payment MethodPUT/payment_methods/{id}
Update a single payment method
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The account ID
Pay Items ¶
A PayItem represents an entitlement receivable by employees.
PayItems JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "PayItem UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"name": {
"description": "PayItem name",
"type": "string"
},
"description": {
"description": "PayItem description",
"type": "string"
},
"type": {
"description": "PayItem type (, BENEFIT, DEDUCTION, REIMBURSEMENT, TIMEOFF, LEAVE, SUPPERANNUATION, TAX, TAXTABLE)",
"type": "string",
"format": "enum"
},
"sub_type": {
"description": "(Regular Hours, Overtime Hours, Bonus, Travel Allowance, Health Insurance, Vacation...)",
"type": "string"
},
"category": {
"description": "(REGULAREARNINGS, OVERTIMEEARNINGS...)",
"type": "string"
},
"rate_type": {
"description": "(MULTIPLE, BONUS, FIXEDAMOUNT)",
"type": "string"
},
"calculation_type": {
"description": "(MANUAL, STANDARDPLAN, PERCENTAGEOFEARNINGS)",
"type": "string"
},
"amount": {
"description": "Amount allocated",
"type": "number"
},
"percentage": {
"description": "Percentage allocated",
"type": "number"
},
"unit": {
"description": "Unit (HOURS, UNITS)",
"type": "string"
},
"multiple": {
"description": "Hourly rate multiplier",
"type": "number"
},
"accrue_time_off": {
"description": "Does PayItem accrue Time Off",
"type": "boolean"
},
"supplemental": {
"description": "Supplemental",
"type": "boolean"
},
"max_amount": {
"description": "Maximum accrued amount",
"type": "number"
},
"paid_leave": {
"description": "Is a Paid Time Off type",
"type": "boolean"
},
"show_pay_slip": {
"description": "Is showed on Pay Slip",
"type": "boolean"
},
"normal_entitlement": {
"description": "Default entitlement amount",
"type": "number"
},
"loading_rate": {
"description": "Default percentage amount",
"type": "number"
},
"expense_account_id": {
"description": "Expense Account reference",
"type": "string"
},
"liability_account_id": {
"description": "Liability Account reference",
"type": "string"
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
},
"pay_stub": {
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "PayStub UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"pay_run_id": {
"description": "Pay Run reference",
"type": "string"
},
"employee_id": {
"description": "Employee reference",
"type": "string"
},
"total_earnings": {
"description": "Total of PayStub of type Earnings",
"type": "number"
},
"total_deductions": {
"description": "Total of PayStub of type Deductions",
"type": "number"
},
"total_reimbursement": {
"description": "Total of PayStub of type Reimbursement",
"type": "number"
},
"tax": {
"description": "Total of PayStub of type Tax",
"type": "number"
},
"net_pay": {
"description": "Total of PayStub",
"type": "number"
},
"pay_stub_items": {
"description": "PayStubItems detail",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "PayStubItem ID",
"type": "string"
},
"status": {
"description": "PayStubItem (ACTIVE or INACTIVE)",
"type": "string"
},
"type": {
"description": "PayStubItem type",
"type": "string"
},
"name": {
"description": "PayStubItem name",
"type": "string"
},
"description": {
"description": "PayStubItem description",
"type": "string"
},
"pay_item_id": {
"description": "Pay Item reference",
"type": "string"
},
"units": {
"description": "Units allocated",
"type": "number"
},
"amount": {
"description": "Amount allocated",
"type": "number"
},
"hours": {
"description": "Hours allocated",
"type": "number"
},
"balance": {
"description": "Balance allocated",
"type": "number"
},
"percentage": {
"description": "Percentage allocated",
"type": "number"
},
"rate_per_unit": {
"description": "Rate per unit",
"type": "string"
},
"type_of_units": {
"description": "Type on units allocated (HOURS, UNITS)",
"type": "string"
},
"calculation_type": {
"description": "(FIXEDAMOUNT, PERCENTAGEOFEARNINGS, UNIT)",
"type": "string"
},
"contribution_type": {
"description": "(SGC, SALARYSACRIFICE)",
"type": "string"
},
"tax_type": {
"description": "(PAYG Tax, ...)",
"type": "string"
},
"currency": {
"description": "Currency",
"type": "string"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/pay_items
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | PayItem UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | PayItem name | |
description | String | PayItem description | |
type | Enum | PayItem type (, BENEFIT, DEDUCTION, REIMBURSEMENT, TIMEOFF, LEAVE, SUPPERANNUATION, TAX, TAXTABLE) | |
sub_type | String | (Regular Hours, Overtime Hours, Bonus, Travel Allowance, Health Insurance, Vacation…) | |
category | String | (REGULAREARNINGS, OVERTIMEEARNINGS…) | |
rate_type | String | (MULTIPLE, BONUS, FIXEDAMOUNT) | |
calculation_type | String | (MANUAL, STANDARDPLAN, PERCENTAGEOFEARNINGS) | |
amount | Number | Amount allocated | |
percentage | Number | Percentage allocated | |
unit | String | Unit (HOURS, UNITS) | |
multiple | Number | Hourly rate multiplier | |
accrue_time_off | Boolean | Does PayItem accrue Time Off | |
supplemental | Boolean | Supplemental | |
max_amount | Number | Maximum accrued amount | |
paid_leave | Boolean | Is a Paid Time Off type | |
show_pay_slip | Boolean | Is showed on Pay Slip | |
normal_entitlement | Number | Default entitlement amount | |
loading_rate | Number | Default percentage amount | |
expense_account_id | String | Expense Account reference | |
liability_account_id | String | Liability Account reference |
PayItem List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_items": [
{
"id": "55026311-bee9-0132-2f77-56847afe9799",
"code": "PI001",
"status": "ACTIVE",
"name": "Overtime Hours",
"description": "Overtime for last month",
"type": "EARNINGS",
"sub_type": "Overtime Hours",
"category": "OVERTIMEEARNINGS",
"calculation_type": "MANUAL",
"rate_type": "MULTIPLE",
"amount": 45678,
"multiple": 1.5,
"accrue_time_off": false,
"expense_account_id": "fc0dd2e1-bee7-0132-a8c4-56847afe9799",
"liability_account_id": "hb0dd2e1-bee7-0132-a8c4-56847afe4562",
"updated_at": "2015-04-20T06:32:43.000Z",
"created_at": "2015-04-07T00:16:59.855Z"
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"pay_items": {
"id": "pay_items",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "PayItem UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "PayItem unique code",
"type": "string"
},
"name": {
"description": "PayItem name",
"type": "string"
},
"description": {
"description": "PayItem description",
"type": "string"
},
"status": {
"description": "PayItem status",
"type": "string"
},
"type": {
"description": "PayItem type",
"enum": [
"EARNINGS",
"BENEFIT",
"DEDUCTION",
"REIMBURSEMENT",
"TIMEOFF",
"LEAVE"
]
},
"sub_type": {
"description": "PayItem sub type (Regular Hours, Overtime Hours, Bonus, Travel Allowance, Health Insurance, Vacation)",
"type": "string"
},
"category": {
"description": "PayItem category",
"enum": [
"REGULAREARNINGS",
"OVERTIMEEARNINGS"
]
},
"rate_type": {
"description": "PayItem rate type",
"enum": [
"MULTIPLE",
"BONUS",
"FIXEDAMOUNT"
]
},
"calculation_type": {
"description": "PayItem calculation type",
"enum": [
"MANUAL",
"STANDARDPLAN",
"PERCENTAGEOFEARNINGS"
]
},
"amount": {
"description": "PayItem amount if amount based",
"type": "number"
},
"percentage": {
"description": "PayItem percentage if prorata based",
"type": "number"
},
"unit": {
"description": "PayItem unit",
"type": "string"
},
"multiple": {
"description": "PayItem multiplier (for overtime hours for instance)",
"type": "number"
},
"accrue_time_off": {
"description": "This Pay Item allows the accrual of time-off",
"type": "boolean"
},
"expense_account_id": {
"description": "Reference of the Account used for this Pay Item expenses",
"type": "string"
}
}
}
}
}
}
Get PayItemGET/api/v2/:group_id/pay_items
Get the list of PayItems.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Pay item UUID | |
group_id | String | Group ID | |
created_at | Date-time | Pay item creation date | |
updated_at | Date-time | Pay item last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | Pay item name | |
description | String | Pay item description | |
type | Enum | [EARNINGS, BENEFIT, DEDUCTION, REIMBURSEMENT, TIMEOFF, LEAVE, SUPPERANNUATION, TAX, TAXTABLE] | |
sub_type | String | PayItem sub type (Regular Hours, Overtime Hours, Bonus, Travel Allowance, Health Insurance, Vacation, …) | |
category | Enum | [REGULAREARNINGS, OVERTIMEEARNINGS] | |
rate_type | Enum | [MULTIPLE, BONUS, FIXEDAMOUNT] | |
calculation_type | Enum | [MANUAL, STANDARDPLAN, PERCENTAGEOFEARNINGS] | |
amount | Number | PayItem amount if amount based | |
percentage | Number | PayItem percentage if prorata based | |
multiple | Number | PayItem multiplier (for overtime hours for instance) | |
unit | String | PayItem unit [Hours, Fixed Amount] | |
paid_leave | Boolean | Will the employee be paid when taking this type of leave | |
show_pay_slip | Boolean | Will the balance be shown on the employee pay slip | |
accrue_time_off | Boolean | Indicates that this earnings rate should accrue leave | |
supplemental | Boolean | Is the pay item supplemental (i.e. bonuses, commissions, overtime pay, accumulated sick leave, etc.) | |
expense_account_id | Reference | Account used for this pay item expense | |
liability_account_id | Reference | Account used for this pay item liability | |
normal_entitlement | Number | The number of units the employee is entitled to each year | |
loading_rate | Number | percentage your organisation pays on top of ordinary earnings when an employee take leave |
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_items": {
"name": "Annual Leaves",
"type": "EARNINGS",
"sub_type": "Regular Hours"
"rate_type": "FIXEDAMOUNT",
"percentage": 0.2
"unit": "HOURS"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_items": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"code": "PI37",
"name": "Annual Leaves",
"type": "EARNINGS",
"sub_type": "Regular Hours"
"rate_type": "FIXEDAMOUNT",
"percentage": 0.2
"unit": "HOURS"
}
}
Create New PayItemPOST/api/v2/:group_id/pay_items
Create a new PayItem.
PayItem ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_items": {
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"code": "PI37",
"name": "Annual Leaves",
"type": "EARNINGS",
"sub_type": Regular Hours,
"category": "FIXEDAMOUNT"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get PayItemGET/api/v2/:group_id/pay_items/{id}
Get a single PayItem.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The pay_item ID
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_items": {
"name": "Annual Leaves"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_items": {
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"code": "PI37",
"name": "Annual Leaves",
"type": "EARNINGS",
"sub_type": Regular Hours,
"category": "FIXEDAMOUNT"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an PayItemPUT/api/v2/:group_id/pay_items/{id}
Update a single PayItem
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The pay_item ID
Pay Runs ¶
A PayRun groups all the employees pay_stubs for a PaySchedule.
Business Rules
code must be unique if specified, otherwise is auto-generated
PayRuns JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "PayRun UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"pay_schedule_id": {
"description": "Pay Schedule reference",
"type": "string"
},
"start_date": {
"description": "Pay Run start date",
"type": "string",
"format": "date-time"
},
"end_date": {
"description": "Pay Run end date",
"type": "string",
"format": "date-time"
},
"payment_date": {
"description": "Pay Run payment date",
"type": "string",
"format": "date-time"
},
"total_earnings": {
"description": "Total of PayRun of type Earnings",
"type": "number"
},
"total_deductions": {
"description": "Total of PayRun of type Deductions",
"type": "number"
},
"total_reimbursement": {
"description": "Total of PayRun of type Reimbursement",
"type": "number"
},
"tax": {
"description": "Total of PayRun of type Tax",
"type": "number"
},
"net_pay": {
"description": "Total of PayRun",
"type": "number"
},
"pay_stub_items": {
"description": "PayStubItems detail",
"type": "array",
"items": {
"description": "PayStub detail",
"$ref": "#/definitions/pay_stub"
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
},
"pay_stub": {
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "PayStub UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"pay_run_id": {
"description": "Pay Run reference",
"type": "string"
},
"employee_id": {
"description": "Employee reference",
"type": "string"
},
"total_earnings": {
"description": "Total of PayStub of type Earnings",
"type": "number"
},
"total_deductions": {
"description": "Total of PayStub of type Deductions",
"type": "number"
},
"total_reimbursement": {
"description": "Total of PayStub of type Reimbursement",
"type": "number"
},
"tax": {
"description": "Total of PayStub of type Tax",
"type": "number"
},
"net_pay": {
"description": "Total of PayStub",
"type": "number"
},
"pay_stub_items": {
"description": "PayStubItems detail",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "PayStubItem ID",
"type": "string"
},
"status": {
"description": "PayStubItem (ACTIVE or INACTIVE)",
"type": "string"
},
"type": {
"description": "PayStubItem type",
"type": "string"
},
"name": {
"description": "PayStubItem name",
"type": "string"
},
"description": {
"description": "PayStubItem description",
"type": "string"
},
"pay_item_id": {
"description": "Pay Item reference",
"type": "string"
},
"units": {
"description": "Units allocated",
"type": "number"
},
"amount": {
"description": "Amount allocated",
"type": "number"
},
"hours": {
"description": "Hours allocated",
"type": "number"
},
"balance": {
"description": "Balance allocated",
"type": "number"
},
"percentage": {
"description": "Percentage allocated",
"type": "number"
},
"rate_per_unit": {
"description": "Rate per unit",
"type": "string"
},
"type_of_units": {
"description": "Type on units allocated (HOURS, UNITS)",
"type": "string"
},
"calculation_type": {
"description": "(FIXEDAMOUNT, PERCENTAGEOFEARNINGS, UNIT)",
"type": "string"
},
"contribution_type": {
"description": "(SGC, SALARYSACRIFICE)",
"type": "string"
},
"tax_type": {
"description": "(PAYG Tax, ...)",
"type": "string"
},
"currency": {
"description": "Currency",
"type": "string"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/pay_runs
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | PayRun UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
pay_schedule_id | String | Pay Schedule reference | |
start_date | Date Time | Pay Run start date | |
end_date | Date Time | Pay Run end date | |
payment_date | Date Time | Pay Run payment date | |
total_earnings | Number | Total of PayRun of type Earnings | |
total_deductions | Number | Total of PayRun of type Deductions | |
total_reimbursement | Number | Total of PayRun of type Reimbursement | |
tax | Number | Total of PayRun of type Tax | |
net_pay | Number | Total of PayRun | |
pay_stub_items | Array | PayStubItems detail |
PayRuns PayStubItems attributes
Field | Type | Description |
---|
PayRun List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_runs": [
{
"id": "3d427911-c086-0132-91ad-22000aac0203",
"code": "PS423",
"status": "DRAFT",
"pay_schedule_id": "2e24b101-c086-0132-9096-22000aac0203",
"start_date": "2015-05-01T00:00:00Z",
"end_date": "2015-05-15T00:00:00Z",
"payment_date": "2015-05-18T00:00:00Z",
"total_earnings": 4583.33,
"total_deductions": 317.92,
"total_reimbursement": 0,
"tax": 696.21,
"net_pay": 3569.2,
"pay_stubs": [
{
"id": "3d484571-c086-0132-91b1-22000aac0203",
"status": "ACTIVE",
"pay_run_id": "3d427911-c086-0132-91ad-22000aac0203",
"employee_id": "3490ac61-c086-0132-90f8-22000aac0203",
"tax": 402.57,
"net_pay": 1924.93,
"pay_stub_items": [
{
"id": "5525d6bcbf3c57b1c600e13a",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 72,
"rate_per_unit": "31.25"
},
{
"id": "5525d6bcbf3c57b1c600e13d",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 8,
"rate_per_unit": "31.25"
},
{
"id": "5525d6bcbf3c57b1c600e13f",
"status": "ACTIVE",
"pay_item_id": "2f73ed51-c086-0132-90b9-22000aac0203",
"amount": 100,
"calculation_type": "FIXEDAMOUNT"
},
{
"id": "5525d6bcbf3c57b1c600e141",
"status": "ACTIVE",
"pay_item_id": "2f6ce871-c086-0132-90b4-22000aac0203",
"amount": 72.5,
"calculation_type": "FIXEDAMOUNT"
},
{
"id": "5525d6bcbf3c57b1c600e143",
"status": "ACTIVE",
"pay_item_id": "2f64d221-c086-0132-90b0-22000aac0203",
"amount": 150
},
{
"id": "5525d6bcbf3c57b1c600e144",
"status": "ACTIVE",
"pay_item_id": "2fb0a831-c086-0132-90de-22000aac0203",
"hours": 3.33,
"balance": 14
}
]
},
{
"id": "3d4d2771-c086-0132-91b5-22000aac0203",
"status": "ACTIVE",
"pay_run_id": "3d427911-c086-0132-91ad-22000aac0203",
"employee_id": "37113cc1-c086-0132-9110-22000aac0203",
"tax": 293.64,
"net_pay": 1644.27,
"pay_stub_items": [
{
"id": "5525d6bebf3c57b1c600e153",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 80,
"rate_per_unit": "26.041667"
},
{
"id": "5525d6bebf3c57b1c600e156",
"status": "ACTIVE",
"pay_item_id": "2f73ed51-c086-0132-90b9-22000aac0203",
"amount": 104.17,
"calculation_type": "PERCENTAGEOFGROSS"
},
{
"id": "5525d6bebf3c57b1c600e158",
"status": "ACTIVE",
"pay_item_id": "2f6ce871-c086-0132-90b4-22000aac0203",
"amount": 41.25,
"calculation_type": "FIXEDAMOUNT"
},
{
"id": "5525d6bebf3c57b1c600e15a",
"status": "ACTIVE",
"pay_item_id": "2f64d221-c086-0132-90b0-22000aac0203",
"amount": 75
},
{
"id": "5525d6bebf3c57b1c600e15b",
"status": "ACTIVE",
"pay_item_id": "2fb0a831-c086-0132-90de-22000aac0203",
"hours": 3.33,
"balance": 16.66
}
]
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-09T01:32:42.238Z"
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"pay_runs": {
"id": "pay_runs",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "PayRun UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "PayRun unique code",
"type": "string"
},
"status": {
"description": "PayRun status",
"enum": ["DRAFT", "APPROVED", "INACTIVE"]
},
"pay_schedule_id": {
"description": "The PaySchedule reference",
"type": "string"
},
"start_date": {
"description": "PayRun start date",
"type": "date-time"
},
"end_date": {
"description": "PayRun end date",
"type": "date-time"
},
"payment_date": {
"description": "PaySchedule next payment date",
"type": "date-time"
},
"total_earnings": {
"description": "PayRun total earnings amount",
"type": "number"
},
"total_deductions": {
"description": "PayRun total deductions amount",
"type": "number"
},
"total_reimbursement": {
"description": "PayRun total reimbursement amount",
"type": "number"
},
"tax": {
"description": "PayRun total taxes amount",
"type": "number"
},
"net_pay": {
"description": "PayRun total net pay amount",
"type": "number"
},
"pay_stubs": {
"description": "The list of employee pay stubs included in this pay run",
"type": "array",
"items": [
{
"$ref": "#/definitions/pay_stub"
}
}
}
}
}
}
}
}
Get PayRunGET/api/v2/:group_id/pay_runs
Get the list of pay_runs.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Pay run UUID | |
group_id | String | Group ID | |
created_at | Date-time | Pay run creation date | |
updated_at | Date-time | Pay run last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, APPROVED, INACTIVE] - Default: DRAFT | |
pay_schedule_id | Reference | The pay schedule | |
start_date | Date-time | The pay run start date | |
end_date | Date-time | The pay run end date | |
payment_date | Date-time | The pay run next payment date | |
total_earnings | Number | The pay run total earnings amount | |
total_deductions | Number | The pay run total deductions amount | |
total_reimbursement | Number | The pay run total reimbursement amount | |
tax | Number | The pay run total tax amount | |
net_pay | Number | The pay run total net amount | |
pay_stubs | Array | The list of employee pay stubs included in this pay run. You must include the pay stub id if you want to update it, else a new one will be created. |
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_runs": {
"code": "PS423",
"status": "DRAFT",
"pay_schedule_id": "2e24b101-c086-0132-9096-22000aac0203",
"start_date": "2015-05-01T00:00:00Z",
"end_date": "2015-05-15T00:00:00Z",
"payment_date": "2015-05-18T00:00:00Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_runs": {
"id": "3d427911-c086-0132-91ad-22000aac0203",
"code": "PS423",
"status": "DRAFT",
"pay_schedule_id": "2e24b101-c086-0132-9096-22000aac0203",
"start_date": "2015-05-01T00:00:00Z",
"end_date": "2015-05-15T00:00:00Z",
"payment_date": "2015-05-18T00:00:00Z",
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-09T01:32:42.238Z"
}
}
Create New PayRunPOST/api/v2/:group_id/pay_runs
Create a new PayRun.
PayRun ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_runs": {
"id": "3d427911-c086-0132-91ad-22000aac0203",
"code": "PS423",
"status": "DRAFT",
"pay_schedule_id": "2e24b101-c086-0132-9096-22000aac0203",
"start_date": "2015-05-01T00:00:00Z",
"end_date": "2015-05-15T00:00:00Z",
"payment_date": "2015-05-18T00:00:00Z",
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-09T01:32:42.238Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get PayRunGET/api/v2/:group_id/pay_runs/{id}
Get a single PayRun.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The pay_run ID
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_runs": {
"status": "APPROVED"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_runs": {
"id": "3d427911-c086-0132-91ad-22000aac0203",
"code": "PS423",
"status": "DRAFT",
"pay_schedule_id": "2e24b101-c086-0132-9096-22000aac0203",
"start_date": "2015-05-01T00:00:00Z",
"end_date": "2015-05-15T00:00:00Z",
"payment_date": "2015-05-18T00:00:00Z",
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-09T01:32:42.238Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an PayRunPUT/api/v2/:group_id/pay_runs/{id}
Update a single PayRun
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The pay_run ID
Pay Schedules ¶
A PaySchedule represents a pay period employees are associated to.
PaySchedules JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "PaySchedule UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"name": {
"description": "Pay Schedule name",
"type": "string"
},
"description": {
"description": "Pay Schedule description",
"type": "string"
},
"payment_date": {
"description": "Pay Schedule next payment date",
"type": "string",
"format": "date-time"
},
"start_date": {
"description": "Pay Schedule start date",
"type": "string",
"format": "date-time"
},
"schedule_type": {
"description": "[WEEKLY, MONTHLY, BIWEEKLY, QUARTERLY, SEMIMONTHLY, FOURWEEKLY, YEARLY]",
"type": "string",
"format": "enum"
},
"first_week_day": {
"description": "For weekly pay schedules (0: Sunday, 1: Monday, ...)",
"type": "number"
},
"transaction_week_day": {
"description": "For weekly pay schedules (0: Sunday, 1: Monday, ...)",
"type": "number"
},
"shift_assigned_day": {
"description": "For weekly pay schedules (0: Sunday, 1: Monday, ...)",
"type": "number"
},
"first_month_day": {
"description": "For monthly pay schedule",
"type": "number"
},
"employees": {
"description": "Employees references associated to this PaySchedules",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Employee UUID",
"type": "string"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/pay_schedules
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | PaySchedule UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
name | String | Pay Schedule name | |
description | String | Pay Schedule description | |
payment_date | Date Time | Pay Schedule next payment date | |
start_date | Date Time | Pay Schedule start date | |
schedule_type | Enum | [WEEKLY, MONTHLY, BIWEEKLY, QUARTERLY, SEMIMONTHLY, FOURWEEKLY, YEARLY] | |
first_week_day | Number | For weekly pay schedules (0: Sunday, 1: Monday, …) | |
transaction_week_day | Number | For weekly pay schedules (0: Sunday, 1: Monday, …) | |
shift_assigned_day | Number | For weekly pay schedules (0: Sunday, 1: Monday, …) | |
first_month_day | Number | For monthly pay schedule | |
employees | Array | Employees references associated to this PaySchedules |
PaySchedules Employees attributes
Field | Type | Description | |
---|---|---|---|
id | String | Employee UUID |
PaySchedule List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_schedules": [
{
"id": "50789531-bee9-0132-2f6a-56847afe9799",
"name": "Monthly",
"payment_date": "2015-06-03",
"start_date": "2015-05-15",
"schedule_type": "MONTHLY",
"first_month_day": 1,
"transaction_month_day": 15,
"employees": [
{
"id": "6f153111-bee9-0132-2fc8-56847afe9799"
},
{
"id": "83f93ea1-bee9-0132-2fe0-56847afe9799"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-07T00:16:52.289Z"
},
{
"id": "67789531-bee9-0132-2f6a-56847afe9733",
"name": "Weekly",
"payment_date": "2015-05-09",
"start_date": "2016-04-15",
"schedule_type": "WEEKLY",
"first_week_day": 0,
"transaction_week_day": 1,
"shift_assigned_day": 0,
"employees": [
{
"id": "3d153111-bee9-0132-2fc8-56847afe9722"
},
{
"id": "11f93ea1-bee9-0132-2fe0-56847afe9744"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-07T00:16:52.289Z"
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"pay_schedules": {
"id": "pay_schedules",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "PaySchedule UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "PaySchedule unique code",
"type": "string"
},
"name": {
"description": "PaySchedule name",
"type": "string"
},
"payment_date": {
"description": "PaySchedule next payment date",
"type": "date-time"
},
"start_date": {
"description": "PaySchedule start date",
"type": "date-time"
},
"schedule_type": {
"description": "PaySchedule type",
"enum": ["WEEKLY", "MONTHLY", "BIWEEKLY", "QUARTERLY", "SEMIMONTHLY", "FOURWEEKLY", "YEARLY"]
},
"first_week_day": {
"description": "For weekly pay schedules (0: Sunday, 1: Monday, ...)",
"type": "string"
},
"transaction_week_day": {
"description": "For weekly pay schedules (0: Sunday, 1: Monday, ...)",
"type": "string"
},
"shift_assigned_day": {
"description": "For weekly pay schedules (0: Sunday, 1: Monday, ...)",
"type": "string"
},
"first_month_day": {
"description": "For monthly pay schedule",
"type": "string"
},
"transaction_month_day": {
"description": "For monthly pay schedule",
"type": "string"
},
"employees": {
"description": "The list of Employees under this Pay Schedule",
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Reference of the Employee",
"type": "string"
}
}
}
}
}
}
}
}
}
}
Get PayScheduleGET/api/v2/:group_id/pay_schedules
Get the list of PaySchedules.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Pay schedule UUID | |
group_id | String | Group ID | |
created_at | Date-time | Pay schedule creation date | |
updated_at | Date-time | Pay schedule last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | Pay schedule name | |
description | String | Pay schedule description | |
payment_date | Date-time | Pay next payment date | |
start_date | Date-time | Pay start date | |
schedule_type | Enum | [WEEKLY, MONTHLY, BIWEEKLY, QUARTERLY, SEMIMONTHLY, FOURWEEKLY, YEARLY] | |
first_week_day | Integer | For weekly pay schedules (0: Sunday, 1: Monday, …) | |
transaction_week_day | Integer | For weekly pay schedules (0: Sunday, 1: Monday, …) | |
shift_assigned_day | Integer | For weekly pay schedules (0: Sunday, 1: Monday, …) | |
first_month_day | Integer | For monthly pay schedule | |
transaction_month_day | Integer | For monthly pay schedule | |
employees | Array | The list of employees under this pay schedule |
Pay schedule employees attributes
Field | Type | Description | |
---|---|---|---|
id | String | Employee UUID |
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_schedules": {
"id": "50789531-bee9-0132-2f6a-56847afe9799",
"name": "Semimonthly pay schedule",
"payment_date": "2015-06-03",
"start_date": "2015-05-16",
"schedule_type": "SEMIMONTHLY",
"employees": [
{
"id": "6f153111-bee9-0132-2fc8-56847afe9799"
},
{
"id": "83f93ea1-bee9-0132-2fe0-56847afe9799"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-07T00:16:52.289Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_schedules": {
"id": "50789531-bee9-0132-2f6a-56847afe9799",
"name": "Semimonthly pay schedule",
"payment_date": "2015-06-03",
"start_date": "2015-05-16",
"schedule_type": "SEMIMONTHLY",
"employees": [
{
"id": "6f153111-bee9-0132-2fc8-56847afe9799"
},
{
"id": "83f93ea1-bee9-0132-2fe0-56847afe9799"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-07T00:16:52.289Z"
}
}
Create New PaySchedulePOST/api/v2/:group_id/pay_schedules
Create a new PaySchedule.
PaySchedule ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_schedules": {
"id": "50789531-bee9-0132-2f6a-56847afe9799",
"name": "Semimonthly pay schedule",
"payment_date": "2015-06-03",
"start_date": "2015-05-16",
"schedule_type": "SEMIMONTHLY",
"employees": [
{
"id": "6f153111-bee9-0132-2fc8-56847afe9799"
},
{
"id": "83f93ea1-bee9-0132-2fe0-56847afe9799"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-07T00:16:52.289Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get PayScheduleGET/api/v2/:group_id/pay_schedules/{id}
Get a single PaySchedule.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The PaySchedule ID
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_schedules": {
"name": "Semimonthly pay schedule"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_schedules": {
"id": "50789531-bee9-0132-2f6a-56847afe9799",
"name": "Semimonthly pay schedule",
"payment_date": "2015-06-03",
"start_date": "2015-05-16",
"schedule_type": "SEMIMONTHLY",
"employees": [
{
"id": "6f153111-bee9-0132-2fc8-56847afe9799"
},
{
"id": "83f93ea1-bee9-0132-2fe0-56847afe9799"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-07T00:16:52.289Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an PaySchedulePUT/api/v2/:group_id/pay_schedules/{id}
Update a single PaySchedule
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The PaySchedule ID
Pay Stubs ¶
A PayStub groups all the employees pay_stubs for a PaySchedule.
PayStubs JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "PayStub UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"pay_run_id": {
"description": "Pay Run reference",
"type": "string"
},
"employee_id": {
"description": "Employee reference",
"type": "string"
},
"total_earnings": {
"description": "Total of PayStub of type Earnings",
"type": "number"
},
"total_deductions": {
"description": "Total of PayStub of type Deductions",
"type": "number"
},
"total_reimbursement": {
"description": "Total of PayStub of type Reimbursement",
"type": "number"
},
"tax": {
"description": "Total of PayStub of type Tax",
"type": "number"
},
"net_pay": {
"description": "Total of PayStub",
"type": "number"
},
"pay_stub_items": {
"description": "PayStubItems detail",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "PayStubItem ID",
"type": "string"
},
"status": {
"description": "PayStubItem (ACTIVE or INACTIVE)",
"type": "string"
},
"type": {
"description": "PayStubItem type",
"type": "string"
},
"name": {
"description": "PayStubItem name",
"type": "string"
},
"description": {
"description": "PayStubItem description",
"type": "string"
},
"pay_item_id": {
"description": "Pay Item reference",
"type": "string"
},
"units": {
"description": "Units allocated",
"type": "number"
},
"amount": {
"description": "Amount allocated",
"type": "number"
},
"hours": {
"description": "Hours allocated",
"type": "number"
},
"balance": {
"description": "Balance allocated",
"type": "number"
},
"percentage": {
"description": "Percentage allocated",
"type": "number"
},
"rate_per_unit": {
"description": "Rate per unit",
"type": "string"
},
"type_of_units": {
"description": "Type on units allocated (HOURS, UNITS)",
"type": "string"
},
"calculation_type": {
"description": "(FIXEDAMOUNT, PERCENTAGEOFEARNINGS, UNIT)",
"type": "string"
},
"contribution_type": {
"description": "(SGC, SALARYSACRIFICE)",
"type": "string"
},
"tax_type": {
"description": "(PAYG Tax, ...)",
"type": "string"
},
"currency": {
"description": "Currency",
"type": "string"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/pay_stubs
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | PayStub UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
pay_run_id | String | Pay Run reference | |
employee_id | String | Employee reference | |
total_earnings | Number | Total of PayStub of type Earnings | |
total_deductions | Number | Total of PayStub of type Deductions | |
total_reimbursement | Number | Total of PayStub of type Reimbursement | |
tax | Number | Total of PayStub of type Tax | |
net_pay | Number | Total of PayStub | |
pay_stub_items | Array | PayStubItems detail |
PayStubs PayStubItems attributes
Field | Type | Description | |
---|---|---|---|
id | String | PayStubItem ID | |
status | String | PayStubItem (ACTIVE or INACTIVE) | |
type | String | PayStubItem type | |
name | String | PayStubItem name | |
description | String | PayStubItem description | |
pay_item_id | String | Pay Item reference | |
units | Number | Units allocated | |
amount | Number | Amount allocated | |
hours | Number | Hours allocated | |
balance | Number | Balance allocated | |
percentage | Number | Percentage allocated | |
rate_per_unit | String | Rate per unit | |
type_of_units | String | Type on units allocated (HOURS, UNITS) | |
calculation_type | String | (FIXEDAMOUNT, PERCENTAGEOFEARNINGS, UNIT) | |
contribution_type | String | (SGC, SALARYSACRIFICE) | |
tax_type | String | (PAYG Tax, …) | |
currency | String | Currency |
PayStub List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_stubs": [
{
"id": "3d484571-c086-0132-91b1-22000aac0203",
"code": "PA4418",
"status": "ACTIVE",
"pay_run_id": "3d427911-c086-0132-91ad-22000aac0203",
"employee_id": "3490ac61-c086-0132-90f8-22000aac0203",
"tax": 402.57,
"net_pay": 1924.93,
"total_super": 0,
"total_deductions": 0,
"total_reimbursement": 0,
"total_earnings": 1924.93,
"pay_stub_items": [
{
"id": "5525d6bcbf3c57b1c600e13a",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 72,
"rate_per_unit": "31.25",
"calculation_type": "UNIT"
},
{
"id": "5525d6bcbf3c57b1c600e13d",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 8,
"rate_per_unit": "31.25",
"calculation_type": "UNIT"
},
{
"id": "5525d6bcbf3c57b1c600e13f",
"status": "ACTIVE",
"pay_item_id": "2f73ed51-c086-0132-90b9-22000aac0203",
"amount": 100,
"calculation_type": "FIXEDAMOUNT"
},
{
"id": "5525d6bcbf3c57b1c600e141",
"status": "ACTIVE",
"pay_item_id": "2f6ce871-c086-0132-90b4-22000aac0203",
"amount": 72.5,
"calculation_type": "FIXEDAMOUNT"
},
{
"id": "5525d6bcbf3c57b1c600e143",
"status": "ACTIVE",
"pay_item_id": "2f64d221-c086-0132-90b0-22000aac0203",
"amount": 150,
"calculation_type": "FIXEDAMOUNT"
},
{
"id": "5525d6bcbf3c57b1c600e144",
"status": "ACTIVE",
"pay_item_id": "2fb0a831-c086-0132-90de-22000aac0203",
"hours": 3.33,
"balance": 14
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-09T01:32:42.238Z"
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"pay_stubs": {
"id": "pay_stubs",
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "PayStub UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "PayStub unique code",
"type": "string"
},
"status": {
"description": "PayStub status",
"enum": ["ACTIVE", "INACTIVE"]
},
"pay_run_id": {
"description": "The PayRun reference",
"type": "string"
},
"employee_id": {
"description": "The Employee reference",
"type": "string"
},
"tax": {
"description": "PayStub total taxes amount",
"type": "number"
},
"net_pay": {
"description": "PayStub total net pay amount",
"type": "number"
},
"total_earning": {
"description": "Pay stub total earning amount",
"type": "number"
},
"total_super": {
"description": "Pay stub total super amount",
"type": "number"
},
"total_deductions": {
"description": "Pay stub total deductions amount",
"type": "number"
},
"total_reimbursement": {
"description": "Pay stub total reimbursement amount",
"type": "number"
},
"pay_stub_items": {
"description": "The list of pay stub items entitled to the emnployee",
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "PayStubItem ID",
"type": "string"
},
"status": {
"description": "Salary period type",
"enum": ["ACTIVE", "INACTIVE"]
},
"pay_item_id": {
"description": "Reference to the Pay Item",
"type": "string"
},
"units": {
"description": "Number of units allocated",
"type": "number"
},
"rate_per_unit": {
"description": "Rate per unit (units must be specified)",
"type": "number"
},
"amount": {
"description": "Fixed amount allocated",
"type": "number"
},
"calculation_type": {
"description": "Set to 'FIXEDAMOUNT' if amount is set",
"type": "string"
},
"hours": {
"description": "Number of hours allocated",
"type": "number"
},
"balance": {
"description": "Current balance",
"type": "number"
},
}
}
}
}
}
}
}
}
}
Get PayStubGET/api/v2/:group_id/pay_stubs
Get the list of pay_stubs.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Invoice UUID | |
group_id | String | Group ID | |
created_at | Date-time | Invoice creation date | |
updated_at | Date-time | Invoice last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
pay_run_id | Reference | Pay run this pay stub belong to | |
employee_id | Reference | Employee this pay stub belong to | |
total_earnings | Integer | Pay stub total earning amount | |
total_super | Integer | Pay stub total super amount | |
total_deductions | Integer | Pay stub total deductions amount | |
total_reimbursement | Integer | Pay stub total reimbursement amount | |
tax | Integer | Pay stub tax amount | |
net_pay | Integer | Pay stub net pay amount | |
pay_stub_items | Array | The list of pay stub items entitled to the emnployee |
Pay stub items attributes
Field | Type | Description | |
---|---|---|---|
id | String | Pay stub item id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | Pay stub item name | |
description | String | Pay stub item description | |
pay_item_id | Reference | Pay item | |
hours | Number | Number of hours allocated | |
balance | Number | Current balance | |
amount | Number | Fixed amount allocated | |
units | Number | Number of units allocated | |
rate_per_unit | Number | Rate per unit (units must be specified) | |
currency | String | Pay stub item currency | |
calculation_type | Enum | [FIXEDAMOUNT, PERCENTAGEOFEARNINGS] | |
contribution_type | Enum | [SGC, SALARYSACRIFICE] | |
tax_type | Enum | [PAYG Tax] |
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_stubs": {
"code": "PA4418",
"pay_run_id": "3d427911-c086-0132-91ad-22000aac0203",
"employee_id": "3490ac61-c086-0132-90f8-22000aac0203",
"tax": 402.57,
"net_pay": 1924.93,
"pay_stub_items": [
{
"id": "5525d6bcbf3c57b1c600e13a",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 72,
"rate_per_unit": "31.25"
},
{
"id": "5525d6bcbf3c57b1c600e13d",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 8,
"rate_per_unit": "31.25"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_stubs": {
"id": "3d484571-c086-0132-91b1-22000aac0203",
"code": "PA4418",
"status": "ACTIVE",
"pay_run_id": "3d427911-c086-0132-91ad-22000aac0203",
"employee_id": "3490ac61-c086-0132-90f8-22000aac0203",
"tax": 402.57,
"net_pay": 1924.93,
"pay_stub_items": [
{
"id": "5525d6bcbf3c57b1c600e13a",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 72,
"rate_per_unit": "31.25"
},
{
"id": "5525d6bcbf3c57b1c600e13d",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 8,
"rate_per_unit": "31.25"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-09T01:32:42.238Z"
}
}
Create New PayStubPOST/api/v2/:group_id/pay_stubs
Create a new PayStub.
PayStub ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_stubs": {
"id": "3d484571-c086-0132-91b1-22000aac0203",
"code": "PA4418",
"status": "ACTIVE",
"pay_run_id": "3d427911-c086-0132-91ad-22000aac0203",
"employee_id": "3490ac61-c086-0132-90f8-22000aac0203",
"tax": 402.57,
"net_pay": 1924.93,
"pay_stub_items": [
{
"id": "5525d6bcbf3c57b1c600e13a",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 72,
"rate_per_unit": "31.25"
},
{
"id": "5525d6bcbf3c57b1c600e13d",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 8,
"rate_per_unit": "31.25"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-09T01:32:42.238Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get PayStubGET/api/v2/:group_id/pay_stubs/{id}
Get a single PayStub.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The pay_stub ID
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_stubs": {
"tax": 755.12,
"net_pay": 3224.47,
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"pay_stubs": {
"id": "3d484571-c086-0132-91b1-22000aac0203",
"code": "PA4418",
"status": "ACTIVE",
"pay_run_id": "3d427911-c086-0132-91ad-22000aac0203",
"employee_id": "3490ac61-c086-0132-90f8-22000aac0203",
"tax": 402.57,
"net_pay": 1924.93,
"pay_stub_items": [
{
"id": "5525d6bcbf3c57b1c600e13a",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 72,
"rate_per_unit": "31.25"
},
{
"id": "5525d6bcbf3c57b1c600e13d",
"status": "ACTIVE",
"pay_item_id": "2f411d81-c086-0132-909e-22000aac0203",
"units": 8,
"rate_per_unit": "31.25"
}
],
"updated_at": "2015-04-22T03:20:26.000Z",
"created_at": "2015-04-09T01:32:42.238Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an PayStubPUT/api/v2/:group_id/pay_stubs/{id}
Update a single PayStub
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The pay_stub ID
People ¶
This endpoint has been deprecated, please use /contacts
endpoint instead
A person represents a third party individual usually related to an organization.
Business Rules
- You can create an Organization on the fly and attach the Person by specifying the
attach_to_organization
attribute (eg:"attach_to_organization": "John Doe"
)
{
"people": {
"opts": {"attach_to_organization": "John Doe"},
"first_name": "John",
"last_name": "Doe"
}
}
- If your application handles only people but they have a
company_name
field or equivalent, you can use theattach_to_organization
options which will find or create an organization.
People JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"people": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Person UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"title": {
"description": "Person title (Mr, Mrs, ...)",
"type": "string"
},
"full_name": {
"description": "Person full name",
"type": "string"
},
"first_name": {
"description": "Person first name",
"type": "string"
},
"last_name": {
"description": "Person last name",
"type": "string"
},
"job_title": {
"description": "Person job title",
"type": "string"
},
"birth_date": {
"description": "Person date of birth",
"type": "string",
"format": "date-time"
},
"organization_id": {
"description": "#Person the person belongs to",
"type": "string",
"format": "reference"
},
"is_customer": {
"description": "Person is classified as a Customer",
"type": "boolean"
},
"is_supplier": {
"description": "Person is classified as a Supplier",
"type": "boolean"
},
"is_lead": {
"description": "Person is classified as a Lead",
"type": "boolean"
},
"contact_channel": {
"description": "Channels to join the contact",
"$ref": "#/definitions/contact_channel"
},
"address_work": {
"description": "Person work address",
"$ref": "#/definitions/address"
},
"address_home": {
"description": "Person home address",
"$ref": "#/definitions/address"
},
"email": {
"description": "Person email addresses",
"$ref": "#/definitions/email"
},
"website": {
"description": "Person websites",
"$ref": "#/definitions/website"
},
"phone_work": {
"description": "Person work phone and fax numbers",
"$ref": "#/definitions/phone"
},
"phone_home": {
"description": "Person home phone and fax numbers",
"$ref": "#/definitions/phone"
},
"lead_status": {
"description": "Lead status as defined in the CRM application",
"type": "string"
},
"lead_source": {
"description": "Lead origin as defined in the CRM application",
"type": "string"
},
"lead_status_changes": {
"description": "History track of the lead statuses",
"type": "array",
"readOnly": true,
"items": {
"type": "object",
"properties": {
"status": {
"description": "Lead satus",
"type": "string"
},
"created_at": {
"description": "Date of the lead status change",
"type": "string",
"format": "date-time"
}
}
}
},
"lead_referent_type": {
"description": "Entity type of the lead’s referent [Person,Organization]",
"type": "string",
"format": "enum"
},
"lead_referent_id": {
"description": "Lead’s referent, can be a #Person or an #Organization",
"type": "string",
"format": "reference"
},
"assignee_type": {
"description": "Entity type of the lead’s assignee [AppUser, Team]",
"type": "string",
"format": "enum"
},
"assignee_id": {
"description": "Lead’s assignee can be an #AppUser or a #Team",
"type": "string",
"format": "reference"
},
"referred_leads": {
"description": "#People that have been referred by this customer or lead",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Lead UUID",
"type": "string",
"readOnly": true
},
"first_name": {
"description": "Lead first name",
"type": "string"
},
"last_name": {
"description": "Lead last name",
"type": "string"
},
"organization_id": {
"description": "#Organization the person belongs to",
"type": "string",
"format": "reference"
}
}
}
},
"opportunities": {
"description": "#Opportunities linked to this customer or lead",
"type": "array",
"ref": "#opportunities"
},
"notes": {
"description": "Notes about the person",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Note id",
"type": "string"
},
"description": {
"description": "Note content",
"type": "string"
},
"tag": {
"description": "Note tag",
"type": "string"
},
"value": {
"description": "Note value",
"type": "string"
}
}
}
},
"tasks": {
"description": "#Tasks attached to this person",
"type": "array",
"ref": "#tasks"
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/people
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Person UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
title | String | Person title (Mr, Mrs, …) | |
full_name | String | Person full name | |
first_name | String | Person first name | |
last_name | String | Person last name | |
job_title | String | Person job title | |
birth_date | Date Time | Person date of birth | |
organization_id | Reference | Person the person belongs to | |
is_customer | Boolean | Person is classified as a Customer | |
is_supplier | Boolean | Person is classified as a Supplier | |
is_lead | Boolean | Person is classified as a Lead | |
contact_channel | Contact Channel | Channels to join the contact | |
address_work | Address | Person work address | |
address_home | Address | Person home address | |
Person email addresses | |||
website | Website | Person websites | |
phone_work | Phone | Person work phone and fax numbers | |
phone_home | Phone | Person home phone and fax numbers | |
lead_status | String | Lead status as defined in the CRM application | |
lead_source | String | Lead origin as defined in the CRM application | |
lead_referent_type | Enum | Entity type of the lead’s referent [Person,Organization] | |
lead_referent_id | Reference | Lead’s referent, can be a Person or an Organization | |
assignee_type | Enum | Entity type of the lead’s assignee [AppUser, Team] | |
assignee_id | Reference | Lead’s assignee can be an AppUser or a Team | |
opportunities | Array | Opportunities linked to this customer or lead | |
tasks | Array | Tasks attached to this person | |
lead_status_changes | Array | History track of the lead statuses | |
referred_leads | Array | People that have been referred by this customer or lead | |
notes | Array | Notes about the person |
People LeadStatusChanges attributes
Field | Type | Description | |
---|---|---|---|
status | String | Lead satus | |
created_at | Date Time | Date of the lead status change |
People ReferredLeads attributes
Field | Type | Description | |
---|---|---|---|
id | String | Lead UUID | |
first_name | String | Lead first name | |
last_name | String | Lead last name | |
organization_id | Reference | Organization the person belongs to |
People Notes attributes
Field | Type | Description | |
---|---|---|---|
id | String | Note id | |
description | String | Note content | |
tag | String | Note tag | |
value | String | Note value |
People List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"people": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"group_id": "cld-f4g8r2g",
"code": "PE7",
"status": "ACTIVE",
"title": "Mr",
"first_name": "John",
"last_name": "Doe",
"job_title": "Sales Manager",
"birth_date": "1986-04-02T00:00:00Z",
"organization_id": "66731af1-e746-0133-b179-7caa147a84c2",
"is_customer": true,
"is_supplier": true,
"is_lead": true,
"contact_channel": {
"skype": "doecorp"
},
"address_work": {
"billing": {
"line1": "86 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2086",
"country": "Australia"
},
"billing2": {
"line1": "87 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2087",
"country": "Australia"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
},
"shipping2": {
"line1": "89 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2089",
"country": "Australia"
}
},
"address_home": {
"billing": {
"line1": "90 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2090",
"country": "Australia"
},
"billing2": {
"line1": "91 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2091",
"country": "Australia"
},
"shipping": {
"line1": "92 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2092",
"country": "Australia"
},
"shipping2": {
"line1": "93 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2093",
"country": "Australia"
}
},
"email": {
"address": "john17@maestrano.com",
"address2": "jack17@example.com"
},
"website": {
"url": "www.website17.com",
"url2": "www.mywebsite17.com"
},
"phone_work": {
"landline": "+61 2 8574 1222",
"landline2": "+1 2 8574 1222",
"mobile": "+61 449 785 122",
"mobile2": "+1 449 785 122",
"fax": "+61 2 9974 1222",
"fax2": "+1 2 9974 1222",
"pager": "+61 440 785 122",
"pager2": "+1 440 785 122"
},
"phone_home": {
"landline": "+61 2 8574 1223",
"landline2": "+1 2 8574 1223",
"mobile": "+61 449 785 123",
"mobile2": "+1 449 785 123",
"fax": "+61 2 9974 1223",
"fax2": "+1 2 9974 1223",
"pager": "+61 440 785 123",
"pager2": "+1 440 785 123"
},
"lead_status": "Hot",
"lead_source": "Cold call",
"lead_status_changes": [
{
"status": "Hot",
"created_at": "2016-05-24T04:24:08Z"
}
],
"lead_referent_type": "Entity::Person",
"lead_referent_id": "48427741-0395-0134-53b9-5969c36333f5",
"assignee_type": "AppUser",
"assignee_id": "1ed17491-e9b1-0133-9582-0d535fd9d9bb",
"referred_leads": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"first_name": "John",
"last_name": "Doe",
"organization_id": "66731af1-e746-0133-b179-7caa147a84c2"
}
],
"opportunities": [
{
"id": "15a7c661-fec6-0133-bfc8-5fbf8265841f",
"code": "POT1",
"name": "A opportunity name",
"lead_id": "48427741-0395-0134-53b9-5969c36333f5",
"description": "Context still needs to be clarified with the customer",
"sales_stage": "Qualified",
"type": "New Business",
"expected_close_date": "2016-03-28T07:12:51Z",
"amount": {
"total_amount": 1080
},
"probability": 10,
"next_step": "Qualification",
"sales_stage_changes": [
{
"status": "Open",
"created_at": "2016-05-18T01:30:53Z"
},
{
"status": "Qualified",
"created_at": "2016-05-18T01:35:58Z"
}
],
"assignee_type": "AppUser",
"assignee_id": "b5dbd78a-26da-4e55-ad84-625b25d67622",
"created_at": "2016-05-18T01:30:53Z",
"updated_at": "2016-05-24T04:28:18Z"
}
],
"notes": [
{
"id": "546abf25ebe39067cb0000ce",
"description": "Something to be aware of!",
"tag": "123",
"value": "456"
}
],
"tasks": [
{
"id": "ff6e5211-0393-0134-5392-5969c36333f5",
"code": "TA1",
"dependencies": [],
"time_logs": [],
"assignees": [],
"created_at": "2016-05-24T04:15:01Z",
"updated_at": "2016-05-24T04:28:38Z"
}
],
"created_at": "2016-05-24T04:24:08Z",
"updated_at": "2016-05-24T04:29:14Z",
"channel_id": "org-fbbw",
"resource_type": "people"
}
]
}
Get PeopleGET/api/v2/:group_id/people
Get the list of people.
Headers
Content-Type: application/vnd.api+json
Body
{
"people": {
"first_name": "John",
"last_name": "Doe",
"organization_id": "3f58c721-5102-0132-6600-600308937d74"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"people": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"first_name": "John",
"last_name": "Doe",
"organization_id": "3f58c721-5102-0132-6600-600308937d74"
}
}
Create New PersonPOST/api/v2/:group_id/people
Create a new person.
Person ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"people": {
"id": "48427741-0395-0134-53b9-5969c36333f5",
"group_id": "cld-f4g8r2g",
"code": "PE7",
"status": "ACTIVE",
"title": "Mr",
"first_name": "John",
"last_name": "Doe",
"job_title": "Sales Manager",
"birth_date": "1986-04-02T00:00:00Z",
"organization_id": "66731af1-e746-0133-b179-7caa147a84c2",
"is_customer": true,
"is_supplier": true,
"is_lead": true,
"contact_channel": {
"skype": "doecorp"
},
"address_work": {
"billing": {
"line1": "86 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2086",
"country": "Australia"
},
"billing2": {
"line1": "87 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2087",
"country": "Australia"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
},
"shipping2": {
"line1": "89 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2089",
"country": "Australia"
}
},
"address_home": {
"billing": {
"line1": "90 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2090",
"country": "Australia"
},
"billing2": {
"line1": "91 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2091",
"country": "Australia"
},
"shipping": {
"line1": "92 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2092",
"country": "Australia"
},
"shipping2": {
"line1": "93 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2093",
"country": "Australia"
}
},
"email": {
"address": "john17@maestrano.com",
"address2": "jack17@example.com"
},
"website": {
"url": "www.website17.com",
"url2": "www.mywebsite17.com"
},
"phone_work": {
"landline": "+61 2 8574 1222",
"landline2": "+1 2 8574 1222",
"mobile": "+61 449 785 122",
"mobile2": "+1 449 785 122",
"fax": "+61 2 9974 1222",
"fax2": "+1 2 9974 1222",
"pager": "+61 440 785 122",
"pager2": "+1 440 785 122"
},
"phone_home": {
"landline": "+61 2 8574 1223",
"landline2": "+1 2 8574 1223",
"mobile": "+61 449 785 123",
"mobile2": "+1 449 785 123",
"fax": "+61 2 9974 1223",
"fax2": "+1 2 9974 1223",
"pager": "+61 440 785 123",
"pager2": "+1 440 785 123"
},
"lead_status": "Hot",
"lead_source": "Cold call",
"lead_status_changes": [
{
"status": "Hot",
"created_at": "2016-05-24T04:24:08Z"
}
],
"lead_referent_type": "Entity::Person",
"lead_referent_id": "48427741-0395-0134-53b9-5969c36333f5",
"assignee_type": "AppUser",
"assignee_id": "1ed17491-e9b1-0133-9582-0d535fd9d9bb",
"referred_leads": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"first_name": "John",
"last_name": "Doe",
"organization_id": "66731af1-e746-0133-b179-7caa147a84c2"
}
],
"opportunities": [
{
"id": "15a7c661-fec6-0133-bfc8-5fbf8265841f",
"code": "POT1",
"name": "A opportunity name",
"lead_id": "48427741-0395-0134-53b9-5969c36333f5",
"description": "Context still needs to be clarified with the customer",
"sales_stage": "Qualified",
"type": "New Business",
"expected_close_date": "2016-03-28T07:12:51Z",
"amount": {
"total_amount": 1080
},
"probability": 10,
"next_step": "Qualification",
"sales_stage_changes": [
{
"status": "Open",
"created_at": "2016-05-18T01:30:53Z"
},
{
"status": "Qualified",
"created_at": "2016-05-18T01:35:58Z"
}
],
"assignee_type": "AppUser",
"assignee_id": "b5dbd78a-26da-4e55-ad84-625b25d67622",
"created_at": "2016-05-18T01:30:53Z",
"updated_at": "2016-05-24T04:28:18Z"
}
],
"notes": [
{
"id": "546abf25ebe39067cb0000ce",
"description": "Something to be aware of!",
"tag": "123",
"value": "456"
}
],
"tasks": [
{
"id": "ff6e5211-0393-0134-5392-5969c36333f5",
"code": "TA1",
"dependencies": [],
"time_logs": [],
"assignees": [],
"created_at": "2016-05-24T04:15:01Z",
"updated_at": "2016-05-24T04:28:38Z"
}
],
"created_at": "2016-05-24T04:24:08Z",
"updated_at": "2016-05-24T04:29:14Z",
"channel_id": "org-fbbw",
"resource_type": "people"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get PersonGET/api/v2/:group_id/people/{id}
Get a single person.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The person ID
Headers
Content-Type: application/vnd.api+json
Body
{
"people": {
"first_name": "John",
"last_name": "Doe"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"people": {
"id": "48427741-0395-0134-53b9-5969c36333f5",
"group_id": "cld-f4g8r2g",
"code": "PE7",
"status": "ACTIVE",
"title": "Mr",
"first_name": "John",
"last_name": "Doe",
"job_title": "Sales Manager",
"birth_date": "1986-04-02T00:00:00Z",
"organization_id": "66731af1-e746-0133-b179-7caa147a84c2",
"is_customer": true,
"is_supplier": true,
"is_lead": true,
"contact_channel": {
"skype": "doecorp"
},
"address_work": {
"billing": {
"line1": "86 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2086",
"country": "Australia"
},
"billing2": {
"line1": "87 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2087",
"country": "Australia"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
},
"shipping2": {
"line1": "89 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2089",
"country": "Australia"
}
},
"address_home": {
"billing": {
"line1": "90 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2090",
"country": "Australia"
},
"billing2": {
"line1": "91 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2091",
"country": "Australia"
},
"shipping": {
"line1": "92 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2092",
"country": "Australia"
},
"shipping2": {
"line1": "93 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2093",
"country": "Australia"
}
},
"email": {
"address": "john17@maestrano.com",
"address2": "jack17@example.com"
},
"website": {
"url": "www.website17.com",
"url2": "www.mywebsite17.com"
},
"phone_work": {
"landline": "+61 2 8574 1222",
"landline2": "+1 2 8574 1222",
"mobile": "+61 449 785 122",
"mobile2": "+1 449 785 122",
"fax": "+61 2 9974 1222",
"fax2": "+1 2 9974 1222",
"pager": "+61 440 785 122",
"pager2": "+1 440 785 122"
},
"phone_home": {
"landline": "+61 2 8574 1223",
"landline2": "+1 2 8574 1223",
"mobile": "+61 449 785 123",
"mobile2": "+1 449 785 123",
"fax": "+61 2 9974 1223",
"fax2": "+1 2 9974 1223",
"pager": "+61 440 785 123",
"pager2": "+1 440 785 123"
},
"lead_status": "Hot",
"lead_source": "Cold call",
"lead_status_changes": [
{
"status": "Hot",
"created_at": "2016-05-24T04:24:08Z"
}
],
"lead_referent_type": "Entity::Person",
"lead_referent_id": "48427741-0395-0134-53b9-5969c36333f5",
"assignee_type": "AppUser",
"assignee_id": "1ed17491-e9b1-0133-9582-0d535fd9d9bb",
"referred_leads": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"first_name": "John",
"last_name": "Doe",
"organization_id": "66731af1-e746-0133-b179-7caa147a84c2"
}
],
"opportunities": [
{
"id": "15a7c661-fec6-0133-bfc8-5fbf8265841f",
"code": "POT1",
"name": "A opportunity name",
"lead_id": "48427741-0395-0134-53b9-5969c36333f5",
"description": "Context still needs to be clarified with the customer",
"sales_stage": "Qualified",
"type": "New Business",
"expected_close_date": "2016-03-28T07:12:51Z",
"amount": {
"total_amount": 1080
},
"probability": 10,
"next_step": "Qualification",
"sales_stage_changes": [
{
"status": "Open",
"created_at": "2016-05-18T01:30:53Z"
},
{
"status": "Qualified",
"created_at": "2016-05-18T01:35:58Z"
}
],
"assignee_type": "AppUser",
"assignee_id": "b5dbd78a-26da-4e55-ad84-625b25d67622",
"created_at": "2016-05-18T01:30:53Z",
"updated_at": "2016-05-24T04:28:18Z"
}
],
"notes": [
{
"id": "546abf25ebe39067cb0000ce",
"description": "Something to be aware of!",
"tag": "123",
"value": "456"
}
],
"tasks": [
{
"id": "ff6e5211-0393-0134-5392-5969c36333f5",
"code": "TA1",
"dependencies": [],
"time_logs": [],
"assignees": [],
"created_at": "2016-05-24T04:15:01Z",
"updated_at": "2016-05-24T04:28:38Z"
}
],
"created_at": "2016-05-24T04:24:08Z",
"updated_at": "2016-05-24T04:29:14Z",
"channel_id": "org-fbbw",
"resource_type": "people"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an PersonPUT/api/v2/:group_id/people/{id}
Update a single Person
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The person ID
Projects ¶
Projects List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"projects" : [
{
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "Website Redesign",
"description": "Redesign the current website",
"status": "STARTED",
"priority": "MEDIUM",
"first_day_of_week": "MON",
"work_days": ["MON", "TUE", "WED", "THU", "FRI"],
"start_date": "2015-01-01T00:00:00Z",
"due_date": "2015-12-31T00:00:00Z",
"completed_date": "2015-11-31T00:00:00Z",
"parent_project_id": "5724bcf1-5103-0132-6651-66278937d74",
"organization_id": "8473bcf1-5103-0132-6651-66278937v76",
"work_location_id": "0934bcf1-5103-0132-6651-66278937w54",
"sub_projects": [
{
"id": "5724bdd1-5103-0132-6651-600308937d74"
}
],
"milestones": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"task_lists": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"tasks": [
{
"id": "5724bed1-5453-0132-6651-600308937d74"
},
{
"id": "d92a69c1-53cd-0133-9e69-062f2dc812d3"
}
],
"participants": [
{
"id": "561cedef73673ae4bb000007",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team_id": "5724bdd1-5453-0132-6741-6003089sdfsdf"
},
{
"id": "561cedef73673a5bbb0000a1",
"role": 'OWNER',
"rights": 'ALL',
"status": 'ACTIVE',
"app_user_id": "a2b76d01-4f88-0133-c32e-062f2dc812d3"
}
],
"files": [
{
"id": "6003089sdfsdf13318650",
"name": "Contract",
"url": "http://store_doc.io/788887",
"size": 56789,
"description": "Project contract with the client"
}
]
}
]
}
Schema
{
"type": "object",
"properties": {
"accounts": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Project UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"name": {
"description": "Project name",
"type": "string"
},
"code": {
"description": "Project code, auto-generated if not specified",
"type": "string"
},
"description": {
"description": "Project description",
"type": "string"
},
"status": {
"description": "Project status",
"enum": ["DRAFT", "STARTED", "COMPLETED", "ARCHIVED", "CANCELED", ...]
},
"priority": {
"description": "Project priority",
"enum": ["HIGH", "MEDIUM", "LOW", ...]
},
"first_day_of_week": {
"description": "First day of week",
"enum": ["MON", "TUE", "WED", "THU", "FRI", "SAT", "SUN"]
},
"work_days": {
"type": "array",
"items": [
{
"type": "enum",
"enum": ["MON", "TUE", "WED", "THU", "FRI", "SAT", "SUN"]
}
]
},
"start_date": {
"description": "Project start date",
"type": "date-time"
},
"due_date": {
"description": "Project end date",
"type": "date-time"
},
"completed_date": {
"description": "Project completion date",
"type": "date-time"
},
"parent_project_id": {
"description": "Parent Project reference ID",
"type": "string"
},
"organization_id": {
"description": "Organization UUID the project belongs to (customer reference)",
"type": "string"
},
"sub_projects": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Project reference ID",
"type": "string"
}
}
}
}
},
"milestones": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Milestone reference ID",
"type": "string"
}
}
}
}
},
"task_lists": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Task List reference ID",
"type": "string"
}
}
}
}
},
"tasks": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Task reference ID",
"type": "string"
}
}
}
}
},
"participants": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Participant entry ID",
"type": "string"
},
"role": {
"description": "Role on the Project",
"type": "enum",
"enum": ["OWNER", "SUPERVISOR", "RESPONSIBLE", "PARTICIPANT", ...]
},
"status": {
"description": "Participant status",
"enum": ["ACTIVE", "INACTIVE"],
"default": "ACTIVE"
},
"rights": {
"description": "Project permissions",
"type": "enum",
"enum": ["ALL", "READ", "WRITE", "APPROVER", ...]
},
"app_user_id": {
"description": "Reference to an Application User",
"type": "string"
},
"team_id": {
"description": "Reference to a Team of Application Users",
"type": "string"
},
"organization_id": {
"description": "Reference to an Organization (customer)",
"type": "string"
},
"person_id": {
"description": "Reference to a Person (contact)",
"type": "string"
}
}
}
}
}
}
}
}
}
}
}
Get ProjectsGET/api/v2/:group_id/projects
Get the list of projects.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Project UUID | |
group_id | String | Group ID | |
created_at | Date-time | Project creation date | |
updated_at | Date-time | Project last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, STARTED, COMPLETED, ARCHIVED, CANCELED] | |
name | String | Project name | |
description | String | Project description | |
priority | Enum | [HIGHEST, HIGH, MEDIUM, LOW, LOWEST] | |
first_day_of_week | Enum | [SAT, SUN, MON, …] | |
work_days | Array | Array of string: MON, TUE, … | |
start_date | Date-time | Project start date | |
due_date | Date-time | Project due date | |
completed_date | Date-time | Project completed date | |
parent_project_id | Reference | Parent project | |
organization_id | Reference | Organization involved or impacted | |
work_location_id | Reference | Work location the project is happening at | |
sub_projects | Array | Project sub-projects | |
milestones | Array | Project milestones | |
task_lists | Array | Project task lists | |
tasks | Array | Project tasks | |
participants | Array | Project participants | |
files | Array | Project files |
Project composants attributes
Sub-projects, milestones, task lists and tasks
Field | Type | Description | |
---|---|---|---|
id | String | Composant UUID |
Project participants attributes
Field | Type | Description | |
---|---|---|---|
id | String | Participant id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
role | Enum | [OWNER, SUPERVISOR, RESPONSIBLE, PARTICIPANT] | |
rights | Enum | [ALL, READ, WRITE, APPROVER] | |
app_user_id | Reference | Application user representing the participant | |
team_id | Reference | Team representing the participant |
Project files attributes
Field | Type | Description | |
---|---|---|---|
id | String | File id | |
name | String | File name | |
url | String | File url | |
description | String | File description | |
size | Number | File size in octet |
Headers
Content-Type: application/vnd.api+json
Body
{
"projects": {
"name": "Project name",
"description": "My project"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"projects": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Project name",
"description": "My project"
}
}
Create New ProjectPOST/api/v2/:group_id/projects
Create a new project.
Project ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"projects": {
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "My project",
"description": "This is my own little project",
"status": "COMPLETED"
"priority": "LOW"
"first_day_of_week": "SAT"
"work_days": ["MON", "TUE", "FRI"]
"start_date": "2014-11-20T09:00:00Z",
"due_date": "2014-12-20T18:00:00Z",
"completed_date": "2014-12-19T15:00:00Z",
"parent_project_id": "5724bcf1-5103-0132-6651-66278937d74",
"sub_projects": [
{
"id": "5724bdd1-5103-0132-6651-600308937d74"
}
],
"milestones": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"task_lists": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"tasks": [
{
"id": "5724bed1-5453-0132-6651-600308937d74"
}
],
"participants": [
{
"id": "561cedef73673ae4bb000007",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team_id": "5724bdd1-5453-0132-6741-6003089sdfsdf"
}
],
"files": [
{
"id": "6003089sdfsdf13318650",
"name": "Contract",
"url": "http://store_doc.io/788887",
"size": 56789,
"description": "Project contract with the client"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get ProjectGET/api/v2/:group_id/projects/{id}
Get a single project.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The project ID
Headers
Content-Type: application/vnd.api+json
Body
{
"projects": {
"status": "COMPLETED"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"projects": {
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "My project",
"description": "This is my own little project",
"status": "COMPLETED"
"priority": "LOW"
"first_day_of_week": "SAT"
"work_days": ["MON", "TUE", "FRI"]
"start_date": "2014-11-20T09:00:00Z",
"due_date": "2014-12-20T18:00:00Z",
"completed_date": "2014-12-19T15:00:00Z",
"parent_project_id": "5724bcf1-5103-0132-6651-66278937d74",
"sub_projects": [
{
"id": "5724bdd1-5103-0132-6651-600308937d74"
}
],
"milestones": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"task_lists": [
{
"id": "5724bdd1-5453-0132-6651-600308937d74"
}
],
"tasks": [
{
"id": "5724bed1-5453-0132-6651-600308937d74"
}
],
"participants": [
{
"id": "561cedef73673ae4bb000007",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team_id": "5724bdd1-5453-0132-6741-6003089sdfsdf"
}
],
"files": [
{
"id": "6003089sdfsdf13318650",
"name": "Contract",
"url": "http://store_doc.io/788887",
"size": 56789,
"description": "Project contract with the client"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a ProjectPUT/api/v2/:group_id/projects/{id}
Update a single Project
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The project ID
Purchase Orders ¶
Purchase Orders JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"invoices": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Purchase Order UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Purchase Order friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the Purchase Order",
"type": "string"
},
"transaction_date": {
"description": "Purchase Order creation date, defaults to today if not specified",
"type": "date-time"
},
"due_date": {
"description": "Purchase Order due date, defaults to today if not specified",
"type": "date-time"
},
"status": {
"description": "Purchase Order status",
"enum": [
"DRAFT",
"SUBMITTED",
"AUTHORISED",
"PAID",
"VOIDED",
"INACTIVE"
],
"default": "DRAFT"
},
"type": {
"description": "Purchase Order type indicates if it is a sale order or a purchase order",
"enum": [
"CUSTOMER",
"SUPPLIER"
],
"default": "CUSTOMER"
},
"balance": {
"description": "Amount left to be paid",
"type": "number"
},
"deposit": {
"description": "Amount paid to date",
"type": "number"
},
"discount_percent": {
"description": "Total discount percentage deducted on the purchase order total",
"type": "number"
},
"discount_amount": {
"description": "Fixed discount amount deducted on the purchase order total",
"type": "number"
},
"public_note": {
"description": "Note visible to the customer on the invoice",
"type": "string"
},
"private_note": {
"description": "Internal note not visible to the customer",
"type": "string"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"warehouse_id": {
"description": "Reference of the Warehouse to use for inventory management",
"type": "string"
},
"billing_address": {
"$ref": "#/definitions/address"
},
"shipping_address": {
"$ref": "#/definitions/address"
},
"quote_id": {
"description": "Reference of the parent Quote",
"type": "string"
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Transaction line ID",
"type": "string"
},
"line_number": {
"description": "Transaction line number used for ordering",
"type": "integer"
},
"description": {
"description": "Transaction line description",
"type": "string"
},
"status": {
"description": "Transaction line status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the transaction line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the transaction line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the transaction line",
"type": "string"
},
"organization_id": {
"description": "Reference of the Customer or Supplier applicable to the transaction line",
"type": "string"
},
"payment_method_id": {
"description": "Reference to the Payment Method of the transaction line",
"type": "string"
},
"linked_transactions": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "LinkedTransaction line ID",
"type": "string"
},
"applied_amount": {
"description": "Amount applied on the linked transaction",
"type": "number"
},
"transactionable_id": {
"description": "Reference to the Transaction UUID",
"type": "string"
},
"transactionable_type": {
"description": "Reference to the Transaction type (Invoice, Payment, CreditNote, etc...)",
"type": "string"
}
}
}
]
}
}
}
]
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/purchase_orders
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Purchase Order UUID | |
group_id | String | Group ID | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Unique code, auto-generated if not specified | |
title | String | Purchase Order friendly name | |
transaction_number | String | Reference number of the Purchase Order | |
transaction_date | Date Time | Purchase Order creation date, defaults to today if not specified | |
due_date | Date Time | Purchase Order due date, defaults to today if not specified | |
status | Purchase Order status | ||
type | Purchase Order type indicates if it is a sale order or a purchase order | ||
balance | Number | Amount left to be paid | |
deposit | Number | Amount paid to date | |
discount_percent | Number | Total discount percentage deducted on the purchase order total | |
discount_amount | Number | Fixed discount amount deducted on the purchase order total | |
public_note | String | Note visible to the customer on the invoice | |
private_note | String | Internal note not visible to the customer | |
organization_id | String | Reference of the customer or supplier Organization | |
person_id | String | Reference of the customer or supplier Person | |
warehouse_id | String | Reference of the Warehouse to use for inventory management | |
billing_address | Address | ||
shipping_address | Address | ||
quote_id | String | Reference of the parent Quote | |
lines | Array |
PurchaseOrders Lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Transaction line ID | |
line_number | Integer | Transaction line number used for ordering | |
description | String | Transaction line description | |
status | Transaction line status | ||
quantity | Number | Quantity of Items | |
reduction_percent | Number | Reduction percentage applicable | |
unit_price | Price | ||
total_price | Price | ||
service_date | Date Time | Delivery date of the item/service | |
tax_code_id | String | Reference to the Tax Code applicable on the transaction line | |
item_id | String | Reference to the Item of the transaction line | |
account_id | String | Reference to the Account of the transaction line | |
organization_id | String | Reference of the Customer or Supplier applicable to the transaction line | |
payment_method_id | String | Reference to the Payment Method of the transaction line | |
linked_transactions | Array |
PurchaseOrders LinkedTransactions attributes
Field | Type | Description | |
---|---|---|---|
id | String | LinkedTransaction line ID | |
applied_amount | Number | Amount applied on the linked transaction | |
transactionable_id | String | Reference to the Transaction UUID | |
transactionable_type | String | Reference to the Transaction type (Invoice, Payment, CreditNote, etc…) |
PurchaseOrders List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"purchase_orders": [
{
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"code": "171",
"title": "Stationery supplies for 2015",
"transaction_number": "SUP2015",
"transaction_date": "2015-01-12T00:00:00Z",
"due_date": "2015-01-31T00:00:00Z",
"status": "DRAFT",
"type": "SUPPLIER",
"balance": 33,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"public_note": "Note visible on the order",
"private_note": "Note not visible on the order",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"shipping_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "2015 notebook",
"status": "ACTIVE",
"quantity": 10,
"reduction_percent": 0,
"service_date": "2015-01-29T08:13:34Z",
"unit_price": {
"total_amount": 1.1,
"net_amount": 1,
"tax_amount": 0.1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"account_id": "qwd88ac1-5a96-0132-30d1-600308937d32",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"line_number": 2,
"description": "2015 calendar A3 format",
"status": "ACTIVE",
"quantity": 2,
"reduction_percent": 0,
"service_date": "2015-01-27T08:13:34Z",
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"account_id": "qwd88ac1-5a96-0132-30d1-600308937d32",
"item_id": "a3d6dd11-5a96-0132-30cf-600308937d33"
}
]
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"purchase_orders": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "PurchaseOrder UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "PurchaseOrder friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the PurchaseOrder",
"type": "string"
},
"transaction_date": {
"description": "PurchaseOrder creation date",
"type": "date-time"
},
"due_date": {
"description": "PurchaseOrder due date",
"type": "date-time"
},
"status": {
"description": "PurchaseOrder status",
"enum": ["DRAFT", "SUBMITTED", "AUTHORISED", "PAID", "VOIDED", "INACTIVE"],
"default": "DRAFT"
},
"type": {
"description": "Customer or supplier",
"enum": ["CUSTOMER", "SUPPLIER"],
"default": "SUPPLIER",
},
"balance": {
"description": "Amount left to be paid",
"type": "number"
},
"deposit": {
"description": "Amount paid to date",
"type": "number"
},
"discount_percent": {
"description": "Total discount percentage deducted on the purchase_order total",
"type": "number"
},
"discount_amount": {
"description": "Fixed discount amount deducted on the purchase_order total",
"type": "number"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"public_note": {
"description": "Note visible on the order",
"type": "string"
},
"private_note": {
"description": "Note not visible on the order",
"type": "string"
},
"currency_rate": {
"description": "Rate for the currency pair at the date of the transaction.",
"type": "number"
},
"amount": {
"$ref": "#/definitions/price",
"readOnly": true
},
"billing_address": {
"$ref": "#/definitions/address"
},
"shipping_address": {
"$ref": "#/definitions/address"
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "PurchaseOrder line ID",
"type": "string"
},
"line_number": {
"description": "PurchaseOrder line number used for ordering",
"type": "integer"
},
"status": {
"description": "PurchaseOrder line status",
"enum": ["ACTIVE", "INACTIVE"],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the purchase_order line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the purchase_order line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the purchase_order line",
"type": "string"
}
}
}
}
}
}
}
}
}
}
Get PurchaseOrdersGET/api/v2/:group_id/purchase_orders
Get the list of purchase_orders.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Purchase order UUID | |
group_id | String | Group ID | |
created_at | Date-time | Purchase order creation date | |
updated_at | Date-time | Purchase order last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED, INACTIVE] - Default: DRAFT | |
title | String | Purchase order title | |
transaction_number | String | Purchase order number | |
transaction_date | Date-time | Purchase order date | |
due_date | Date-time | Purchase order due date | |
type | Enum | [CUSTOMER, SUPPLIER] - Default: SUPPLIER | |
deposit | Number | Purchase order deposit | |
balance | Number | Purchase order balance, calculated based on the purchase_order amount and deposit |
|
discount_percent | Number | Total discount percentage deducted on the purchase order total | |
discount_amount | Number | Total discount amount deducted on the purchase order total | |
currency_rate | Number | Rate for the currency pair at the date of the transaction | |
amount | Price | Purchase order total amount, calculated based on the purchase order lines |
|
private_note | String | Private note not visible on the purchase order | |
public_note | String | Public note visible on the purchase order | |
organization_id | Reference | Purchase order supplier/customer organization | |
person_id | Reference | Purchase order supplier/customer contact | |
billing_address | Address | Billing address | |
shipping_address | Address | Shipping address | |
lines | Array | Purchase order details |
Purchase order lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
line_number | String | Line number | |
description | String | Line description | |
reduction_percent | Number | Reduction percentage applicable | |
service_date | Date-time | Delivery date of the item/service | |
quantity | Number | Item quantity | |
unit_price | Price | Item unit price | |
total_price | Price | Line total price, calculated with unit_price and quantity |
|
tax_code_id | Reference | Tax code applied to this line | |
account_id | Reference | Account used for this invoice | |
item_id | Reference | Item concerned by this line |
Headers
Content-Type: application/vnd.api+json
Body
{
"purchase_orders": {
"due_date": "2014-12-05T08:13:31Z",
"title": "Team meeting catering 12-01-2015",
"status": "DRAFT",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"lines: [
{
"id: "54b323b30202cbd6da000be5",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "54b323b70202cbd6da000dbb",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"purchase_orders": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 125.4,
"net_amount": 113.0,
"tax_amount": 11.4,
"tax_rate": 10.0,
"currency": "USD"
},
"lines: [
{
"id: "line1",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 99.0,
"net_amount: 90.0,
"tax_amount: 9.0,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "line2",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 26.4,
"net_amount: 24.0,
"tax_amount: 2.4,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Create New PurchaseOrderPOST/api/v2/:group_id/purchase_orders
Create a new purchase_order.
PurchaseOrder ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"purchase_orders": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"balance": 26,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get PurchaseOrderGET/api/v2/:group_id/purchase_orders/{id}
Get a single purchase_order.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The purchase_order ID
Headers
Content-Type: application/vnd.api+json
Body
{
"purchase_orders": {
"due_date": "2015-31-01T00:00:00Z",
"status": "AUTHORIZED",
"lines: [
{
"id": "54b323b30202cbd6da000be5",
"quantity": 6
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"purchase_orders": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"balance": 26,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"currency_rate": 0.8794,
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an PurchaseOrderPUT/api/v2/:group_id/purchase_orders/{id}
Update a single PurchaseOrder. For an purchase_order line to be deleted, the status of the purchase_order line must be set to “INACTIVE”
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The purchase_order ID
Quotes ¶
Business Rules
- If a tax_code_id is specified for an quote line, the associated tax rate is used to calculate the total_price of the line
Quotes List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"quotes": [
{
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"code": "QO171",
"title": "Stationery supplies for 2015",
"transaction_number": "SUP2015",
"transaction_date": "2015-01-12T00:00:00Z",
"due_date": "2015-01-31T00:00:00Z",
"status": "DRAFT",
"discount_percent": 0,
"discount_amount": 0,
"balance": 30,
"deposit": 3,
"public_note": "Thanks for shopping with us!",
"private_note": "Private note",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"shipping_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "2015 notebook",
"status": "ACTIVE",
"quantity": 10,
"reduction_percent": 0,
"service_date": "2015-01-29T08:13:34Z",
"unit_price": {
"total_amount": 1.1,
"net_amount": 1,
"tax_amount": 0.1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"account_id": "q2d52f61-5a96-0132-30ce-600308937dsx",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"line_number": 2,
"description": "2015 calendar A3 format",
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"account_id": "q2d52f61-5a96-0132-30ce-600308937dsx",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"quotes": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Quote UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Quote friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the Quote",
"type": "string"
},
"transaction_date": {
"description": "Quote creation date",
"type": "date-time"
},
"due_date": {
"description": "Quote due date",
"type": "date-time"
},
"status": {
"description": "Quote status",
"enum": ["DRAFT", "REVIEWED", "PENDING", "ACCEPTED", "REJECTED", "CLOSED"],
"default": "DRAFT"
},
"discount_percent": {
"description": "Total discount percentage deducted on the quote total",
"type": "number"
},
"discount_amount": {
"description": "Fixed discount amount deducted on the quote total",
"type": "number"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"public_note": {
"description": "Note visible on the order",
"type": "string"
},
"private_note": {
"description": "Note not visible on the order",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"amount": {
"$ref": "#/definitions/price",
"readOnly": true
},
"billing_address": {
"$ref": "#/definitions/address"
},
"shipping_address": {
"$ref": "#/definitions/address"
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Quote line ID",
"type": "string"
},
"line_number": {
"description": "Quote line number used for ordering",
"type": "integer"
},
"status": {
"description": "Quote line status",
"enum": ["ACTIVE", "INACTIVE"],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the quote line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the quote line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the quote line",
"type": "string"
}
}
}
}
}
}
}
}
}
}
Get QuotesGET/api/v2/:group_id/quotes
Get the list of quotes.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Quote UUID | |
group_id | String | Group ID | |
created_at | Date-time | Quote creation date | |
updated_at | Date-time | Quote last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, REVIEWED, PENDING, ACCEPTED, REJECTED, CLOSED] - Default: DRAFT | |
title | String | Quote title | |
transaction_number | String | Quote number | |
transaction_date | Date-time | Quote date | |
due_date | Date-time | Quote due date | |
type | Enum | [CUSTOMER, SUPPLIER] - Default: CUSTOMER | |
balance | Number | Quote balance, calculated with amount and deposit |
|
deposit | Number | Quote deposit - amount that has already been paid | |
discount_percent | Number | Discount percentage applied to the quote | |
discount_amount | Number | Discount amount applied to the quote | |
public_note | String | Note visible by the customer on the quote | |
private_note | String | Internal note not visible by the customer | |
organization_id | Reference | The quote customer/supplier organization | |
person_id | Reference | The quote customer/supplier contact | |
billing_address | Address | Invoice billing address | |
shipping_address | Address | Invoice shipping address | |
lines | Array | Invoice detail |
Quote lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
line_number | String | Line number | |
description | String | Line description | |
reduction_percent | Number | Reduction percentage applicable | |
service_date | Date-time | Delivery date of the item/service | |
quantity | Number | Item quantity | |
unit_price | Price | Item unit price | |
total_price | Price | Line total price, calculated with unit_price and quantity |
|
tax_code_id | Reference | Tax code applied to this line | |
account_id | Reference | Account used for this invoice | |
item_id | Reference | Item concerned by this line |
Headers
Content-Type: application/vnd.api+json
Body
{
"quotes": {
"due_date": "2014-12-05T08:13:31Z",
"title": "Team meeting catering 12-01-2015",
"status": "DRAFT",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"lines: [
{
"id: "54b323b30202cbd6da000be5",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "54b323b70202cbd6da000dbb",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"quotes": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"amount": {
"total_amount": 125.4,
"net_amount": 113.0,
"tax_amount": 11.4,
"tax_rate": 10.0,
"currency": "USD"
},
"lines: [
{
"id: "line1",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 99.0,
"net_amount: 90.0,
"tax_amount: 9.0,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "line2",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 26.4,
"net_amount: 24.0,
"tax_amount: 2.4,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Create New QuotePOST/api/v2/:group_id/quotes
Create a new quote.
Quote ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"quotes": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get QuoteGET/api/v2/:group_id/quotes/{id}
Get a single quote.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The quote ID
Headers
Content-Type: application/vnd.api+json
Body
{
"quotes": {
"due_date": "2015-31-01T00:00:00Z",
"status": "REJECTED",
"lines: [
{
"id": "54b323b30202cbd6da000be5",
"quantity": 6
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"quotes": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an QuotePUT/api/v2/:group_id/quotes/{id}
Update a single Quote. For an quote line to be deleted, the status of the quote line must be set to “INACTIVE”
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The quote ID
Sales Orders ¶
Business Rules
- If a tax_code_id is specified for an sales_order line, the associated tax rate is used to calculate the total_price of the line
Sales Orders JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"invoices": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Purchase Order UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "Purchase Order friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the Purchase Order",
"type": "string"
},
"transaction_date": {
"description": "Purchase Order creation date, defaults to today if not specified",
"type": "date-time"
},
"due_date": {
"description": "Purchase Order due date, defaults to today if not specified",
"type": "date-time"
},
"status": {
"description": "Purchase Order status",
"enum": [
"DRAFT",
"SUBMITTED",
"AUTHORISED",
"PAID",
"VOIDED",
"INACTIVE"
],
"default": "DRAFT"
},
"type": {
"description": "Purchase Order type indicates if it is a sale order or a purchase order",
"enum": [
"CUSTOMER",
"SUPPLIER"
],
"default": "CUSTOMER"
},
"balance": {
"description": "Amount left to be paid",
"type": "number"
},
"deposit": {
"description": "Amount paid to date",
"type": "number"
},
"discount_percent": {
"description": "Total discount percentage deducted on the purchase order total",
"type": "number"
},
"discount_amount": {
"description": "Fixed discount amount deducted on the purchase order total",
"type": "number"
},
"public_note": {
"description": "Note visible to the customer on the invoice",
"type": "string"
},
"private_note": {
"description": "Internal note not visible to the customer",
"type": "string"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"warehouse_id": {
"description": "Reference of the Warehouse to use for inventory management",
"type": "string"
},
"billing_address": {
"$ref": "#/definitions/address"
},
"shipping_address": {
"$ref": "#/definitions/address"
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "Transaction line ID",
"type": "string"
},
"line_number": {
"description": "Transaction line number used for ordering",
"type": "integer"
},
"description": {
"description": "Transaction line description",
"type": "string"
},
"status": {
"description": "Transaction line status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the transaction line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the transaction line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the transaction line",
"type": "string"
},
"organization_id": {
"description": "Reference of the Customer or Supplier applicable to the transaction line",
"type": "string"
},
"payment_method_id": {
"description": "Reference to the Payment Method of the transaction line",
"type": "string"
},
"linked_transactions": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "LinkedTransaction line ID",
"type": "string"
},
"applied_amount": {
"description": "Amount applied on the linked transaction",
"type": "number"
},
"transactionable_id": {
"description": "Reference to the Transaction UUID",
"type": "string"
},
"transactionable_type": {
"description": "Reference to the Transaction type (Invoice, Payment, CreditNote, etc...)",
"type": "string"
}
}
}
]
}
}
}
]
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/sales_orders
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Purchase Order UUID | |
group_id | String | Group ID | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Unique code, auto-generated if not specified | |
title | String | Purchase Order friendly name | |
transaction_number | String | Reference number of the Purchase Order | |
transaction_date | Date Time | Purchase Order creation date, defaults to today if not specified | |
due_date | Date Time | Purchase Order due date, defaults to today if not specified | |
status | Purchase Order status | ||
type | Purchase Order type indicates if it is a sale order or a purchase order | ||
balance | Number | Amount left to be paid | |
deposit | Number | Amount paid to date | |
discount_percent | Number | Total discount percentage deducted on the purchase order total | |
discount_amount | Number | Fixed discount amount deducted on the purchase order total | |
public_note | String | Note visible to the customer on the invoice | |
private_note | String | Internal note not visible to the customer | |
organization_id | String | Reference of the customer or supplier Organization | |
person_id | String | Reference of the customer or supplier Person | |
warehouse_id | String | Reference of the Warehouse to use for inventory management | |
billing_address | Address | ||
shipping_address | Address | ||
lines | Array |
SalesOrders Lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Transaction line ID | |
line_number | Integer | Transaction line number used for ordering | |
description | String | Transaction line description | |
status | Transaction line status | ||
quantity | Number | Quantity of Items | |
reduction_percent | Number | Reduction percentage applicable | |
unit_price | Price | ||
total_price | Price | ||
service_date | Date Time | Delivery date of the item/service | |
tax_code_id | String | Reference to the Tax Code applicable on the transaction line | |
item_id | String | Reference to the Item of the transaction line | |
account_id | String | Reference to the Account of the transaction line | |
organization_id | String | Reference of the Customer or Supplier applicable to the transaction line | |
payment_method_id | String | Reference to the Payment Method of the transaction line | |
linked_transactions | Array |
SalesOrders LinkedTransactions attributes
Field | Type | Description | |
---|---|---|---|
id | String | LinkedTransaction line ID | |
applied_amount | Number | Amount applied on the linked transaction | |
transactionable_id | String | Reference to the Transaction UUID | |
transactionable_type | String | Reference to the Transaction type (Invoice, Payment, CreditNote, etc…) |
SalesOrders List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"sales_orders": [
{
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"code": "171",
"title": "Stationery supplies for 2015",
"transaction_number": "SUP2015",
"transaction_date": "2015-01-12T00:00:00Z",
"due_date": "2015-01-31T00:00:00Z",
"status": "DRAFT",
"balance": 33,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"quote_id": "qwd0c280-5a96-0132-30cd-600308937d43",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"shipping_address": {
"line1": "210 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2000",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "2015 notebook",
"status": "ACTIVE",
"quantity": 10,
"reduction_percent": 0,
"service_date": "2015-01-27T08:13:34Z",
"unit_price": {
"total_amount": 1.1,
"net_amount": 1,
"tax_amount": 0.1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"account_id": "qwd88ac1-5a96-0132-30d1-600308937d32",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"line_number": 2,
"description": "2015 calendar A3 format",
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"sales_orders": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "SalesOrder UUID",
"type": "string",
"readOnly": true
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Unique code, auto-generated if not specified",
"type": "string"
},
"title": {
"description": "SalesOrder friendly name",
"type": "string"
},
"transaction_number": {
"description": "Reference number of the SalesOrder",
"type": "string"
},
"transaction_date": {
"description": "SalesOrder creation date",
"type": "date-time"
},
"due_date": {
"description": "SalesOrder due date",
"type": "date-time"
},
"status": {
"description": "SalesOrder status",
"enum": ["DRAFT", "SUBMITTED", "AUTHORISED", "PAID", "VOIDED", "INACTIVE"],
"default": "DRAFT"
},
"balance": {
"description": "Amount left to be paid",
"type": "number"
},
"deposit": {
"description": "Amount paid to date",
"type": "number"
},
"discount_percent": {
"description": "Total discount percentage deducted on the sales_order total",
"type": "number"
},
"discount_amount": {
"description": "Fixed discount amount deducted on the sales_order total",
"type": "number"
},
"organization_id": {
"description": "Reference of the customer or supplier Organization",
"type": "string"
},
"person_id": {
"description": "Reference of the customer or supplier Person",
"type": "string"
},
"quote_id": {
"description": "Reference of parent Quote",
"type": "string"
},
"public_note": {
"description": "Note visible on the order",
"type": "string"
},
"private_note": {
"description": "Note not visible on the order",
"type": "string"
},
"amount": {
"$ref": "#/definitions/price",
"readOnly": true
},
"billing_address": {
"$ref": "#/definitions/address"
},
"shipping_address": {
"$ref": "#/definitions/address"
},
"lines": {
"type": "array",
"items": [
{
"type": "object",
"properties": {
"id": {
"description": "SalesOrder line ID",
"type": "string"
},
"line_number": {
"description": "SalesOrder line number used for ordering",
"type": "integer"
},
"status": {
"description": "SalesOrder line status",
"enum": ["ACTIVE", "INACTIVE"],
"default": "ACTIVE"
},
"quantity": {
"description": "Quantity of Items",
"type": "number"
},
"reduction_percent": {
"description": "Reduction percentage applicable",
"type": "number"
},
"unit_price": {
"$ref": "#/definitions/price"
},
"total_price": {
"$ref": "#/definitions/price",
"readOnly": true
},
"service_date": {
"description": "Delivery date of the item/service",
"type": "string",
"format": "date-time"
},
"tax_code_id": {
"description": "Reference to the Tax Code applicable on the sales_order line",
"type": "string"
},
"item_id": {
"description": "Reference to the Item of the sales_order line",
"type": "string"
},
"account_id": {
"description": "Reference to the Account of the sales_order line",
"type": "string"
}
}
}
}
}
}
}
}
}
}
Get SalesOrdersGET/sales_orders
Get the list of sales_orders.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Sales order UUID | |
group_id | String | Group ID | |
created_at | Date-time | Sales order creation date | |
updated_at | Date-time | Sales order last update date | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED, INACTIVE] - Default: DRAFT | |
title | String | Sales order title | |
transaction_number | String | Sales order number | |
transaction_date | Date-time | Sales order date | |
due_date | Date-time | Sales order due date | |
type | Enum | [CUSTOMER, SUPPLIER] - Default: CUSTOMER | |
deposit | Number | Sales order deposit | |
balance | Number | Sales order balance, calculated based on the purchase_order amount and deposit |
|
discount_percent | Number | Total discount percentage deducted on the sales order total | |
discount_amount | Number | Total discount amount deducted on the sales order total | |
amount | Price | Sales order total amount, calculated based on the sales order lines |
|
private_note | String | Private note not visible on the sales order | |
public_note | String | Public note visible on the sales order | |
organization_id | Reference | Sales order supplier/customer organization | |
person_id | Reference | Sales order supplier/customer contact | |
quote_id | Reference | Parent quote | |
billing_address | Address | Billing address | |
shipping_address | Address | Shipping address | |
lines | Array | Sales order details |
Purchase order lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
line_number | String | Line number | |
description | String | Line description | |
reduction_percent | Number | Reduction percentage applicable | |
service_date | Date-time | Delivery date of the item/service | |
quantity | Number | Item quantity | |
unit_price | Price | Item unit price | |
total_price | Price | Line total price, calculated with unit_price and quantity |
|
tax_code_id | Reference | Tax code applied to this line | |
account_id | Reference | Account used for this invoice | |
item_id | Reference | Item concerned by this line |
Headers
Content-Type: application/vnd.api+json
Body
{
"sales_orders": {
"due_date": "2014-12-05T08:13:31Z",
"title": "Team meeting catering 12-01-2015",
"status": "DRAFT",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"lines: [
{
"id: "54b323b30202cbd6da000be5",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "54b323b70202cbd6da000dbb",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"sales_orders": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"amount": {
"total_amount": 125.4,
"net_amount": 113.0,
"tax_amount": 11.4,
"tax_rate": 10.0,
"currency": "USD"
},
"lines: [
{
"id: "line1",
"line_number": 1,
"description: "Medium size pizza",
"quantity: 6,
"unit_price: {
"total_amount: 16.5,
"net_amount: 15.0,
"tax_amount: 1.5,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 99.0,
"net_amount: 90.0,
"tax_amount: 9.0,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799",
"item_id: "ddc285c1-5a96-0132-31b8-600308937d74"
},
{
"id: "line2",
"line_number": 2,
"description: "Mixed salad",
"quantity: 2,
"unit_price: {
"total_amount: 13.2,
"net_amount: 12.0,
"tax_amount: 1.2,
"tax_rate: 10.0
},
"total_price: {
"total_amount: 26.4,
"net_amount: 24.0,
"tax_amount: 2.4,
"tax_rate: 10.0
},
"tax_code_id: "75810aa1-7c28-0132-a5d9-56847afe9799"
}
]
}
}
Create New SalesOrderPOST/sales_orders
Create a new sales_order.
SalesOrder ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"sales_orders": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"balance": 26,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get SalesOrderGET/sales_orders/{id}
Get a single sales_order.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The sales_order ID
Headers
Content-Type: application/vnd.api+json
Body
{
"sales_orders": {
"due_date": "2015-31-01T00:00:00Z",
"status": "AUTHORIZED",
"lines: [
{
"id": "54b323b30202cbd6da000be5",
"quantity": 6
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"sales_orders": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"transaction_number": "txn_00005",
"transaction_date": "2014-11-30T08:13:31Z",
"due_date": "2014-12-05T08:13:31Z",
"status": "DRAFT",
"balance": 26,
"deposit": 0,
"discount_percent": 0,
"discount_amount": 0,
"organization_id": "b3ce0371-5a96-0132-30cb-600308937d74",
"person_id": "b3d0c280-5a96-0132-30cd-600308937d74",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"billing_address": {
"line1": "62 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2062",
"country": "AU"
},
"shipping_address": {
"line1": "64 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2064",
"country": "AU"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"type": "ITEM_LINE_DETAIL",
"line_number": 1,
"status": "ACTIVE",
"quantity": 1,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 10,
"net_amount": 9,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
},
{
"id": "54b323b70202cbd6da000dbb",
"type": "ITEM_LINE_DETAIL",
"line_number": 2,
"status": "ACTIVE",
"quantity": 2,
"unit_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 22,
"net_amount": 20,
"tax_amount": 2,
"tax_rate": 10,
"currency": "USD"
},
"tax_code_id": "b3d88ac1-5a96-0132-30d1-600308937d74",
"item_id": "b3d6dd11-5a96-0132-30cf-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an SalesOrderPUT/sales_orders/{id}
Update a single SalesOrder. For an sales_order line to be deleted, the status of the sales_order line must be set to “INACTIVE”
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The sales_order ID
Stock Adjustments ¶
StockAdjustment JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"stock_adjustments": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "StockAdjustment UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[DRAFT, SUBMITTED, AUTHORISED, INACTIVE, APPLIED, UNAPPLIED] - Default: DRAFT",
"type": "string",
"format": "enum"
},
"title": {
"description": "StockAdjustment title",
"type": "string"
},
"transaction_number": {
"description": "Transaction reference",
"type": "string"
},
"transaction_date": {
"description": "Transaction date",
"type": "string",
"format": "date-time"
},
"public_note": {
"description": "Note visible on the document",
"type": "string"
},
"private_note": {
"description": "Private internal note",
"type": "string"
},
"amount": {
"description": "StockAdjustment total amount, calculated with the lines",
"$ref": "#/definitions/price",
"readOnly": true
},
"lines": {
"description": "Transaction details",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"required": [
"quantity",
"unit_price"
],
"properties": {
"id": {
"description": "Line id",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"line_number": {
"description": "Line number",
"type": "number"
},
"description": {
"description": "Line description",
"type": "string"
},
"quantity": {
"description": "Line quantity",
"type": "number"
},
"item_id": {
"description": "Reference to an Item UUID",
"type": "string"
},
"account_id": {
"description": "Reference to an Account UUID",
"type": "string"
},
"tax_code_id": {
"description": "Reference to a TaxCode UUID",
"type": "string"
},
"unit_price": {
"description": "Line unit price",
"$ref": "#/definitions/price"
},
"total_price": {
"description": "Line total price, calculated using unit_price and quantity",
"$ref": "#/definitions/price",
"readOnly": true
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/stock_adjustments
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | StockAdjustment UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, SUBMITTED, AUTHORISED, INACTIVE, APPLIED, UNAPPLIED] - Default: DRAFT | |
title | String | StockAdjustment title | |
transaction_number | String | Transaction reference | |
transaction_date | Date Time | Transaction date | |
public_note | String | Note visible on the document | |
private_note | String | Private internal note | |
amount | Price | StockAdjustment total amount, calculated with the lines | |
lines | Array | Transaction details |
StockAdjustments Lines attributes
Field | Type | Description | |
---|---|---|---|
id | String | Line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
line_number | Number | Line number | |
description | String | Line description | |
quantity | Number | Line quantity | |
item_id | String | Reference to an Item UUID | |
account_id | String | Reference to an Account UUID | |
tax_code_id | String | Reference to a TaxCode UUID | |
unit_price | Price | Line unit price | |
total_price | Price | Line total price, calculated using unit_price and quantity |
StockAdjustments List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"stock_adjustments": [
{
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"code": "SA11",
"title": "Adjusting stocks",
"transaction_number": "ABC2015",
"transaction_date": "2015-01-12T00:00:00Z",
"status": "DRAFT",
"public_note": "Public note",
"private_note": "Private note",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "2015 notebook",
"status": "ACTIVE",
"quantity": 10,
"unit_price": {
"total_amount": 1.1,
"net_amount": 1,
"tax_amount": 0.1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
}
]
}
]
}
Get StockAdjustmentsGET/api/v2/:group_id/stock_adjustments
Get the list of stock adjustments.
Headers
Content-Type: application/vnd.api+json
Body
{
"stock_adjustments": {
"title": "Adjusting stuff",
"status": "DRAFT",
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "Medium size pizza",
"quantity": 6,
"unit_price": {
"total_amount": 16.5,
"net_amount": 15,
"tax_amount": 1.5,
"tax_rate": 10
},
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"stock_adjustments": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"status": "DRAFT",
"amount": {
"total_amount": 125.4,
"net_amount": 113,
"tax_amount": 11.4,
"tax_rate": 10,
"currency": "USD"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "Medium size pizza",
"quantity": 6,
"unit_price": {
"total_amount": 16.5,
"net_amount": 15,
"tax_amount": 1.5,
"tax_rate": 10
},
"total_price": {
"total_amount": 99,
"net_amount": 90,
"tax_amount": 9,
"tax_rate": 10
},
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
}
]
}
}
Create New StockAdjustmentsPOST/api/v2/:group_id/stock_adjustments
Create a new stock adjustment.
StockAdjustment ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"stock_adjustments": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"code": "SA11",
"title": "Adjusting stocks",
"transaction_number": "ABC2015",
"transaction_date": "2015-01-12T00:00:00Z",
"status": "DRAFT",
"public_note": "Public note",
"private_note": "Private note",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "2015 notebook",
"status": "ACTIVE",
"quantity": 10,
"unit_price": {
"total_amount": 1.1,
"net_amount": 1,
"tax_amount": 0.1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get StockAdjustmentGET/api/v2/:group_id/stock_adjustments/{id}
Get a single stock adjustment.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The stock adjustment ID
Headers
Content-Type: application/vnd.api+json
Body
{
"stock_adjustments": {
"due_date": "2015-31-01T00:00:00Z",
"status": "AUTHORIZED",
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"quantity": 6
}
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"stock_adjustments": {
"id": "b3f169f0-5a96-0132-30de-600308937d74",
"group_id": "cld-fd45gf12",
"created_at": "2014-11-30T08:13:34Z",
"updated_at": "2014-11-30T08:13:34Z",
"code": "SA11",
"title": "Adjusting stocks",
"transaction_number": "ABC2015",
"transaction_date": "2015-01-12T00:00:00Z",
"status": "DRAFT",
"public_note": "Public note",
"private_note": "Private note",
"amount": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
},
"lines": [
{
"id": "54b323b30202cbd6da000be5",
"line_number": 1,
"description": "2015 notebook",
"status": "ACTIVE",
"quantity": 10,
"unit_price": {
"total_amount": 1.1,
"net_amount": 1,
"tax_amount": 0.1,
"tax_rate": 10,
"currency": "USD"
},
"total_price": {
"total_amount": 11,
"net_amount": 10,
"tax_amount": 1,
"tax_rate": 10,
"currency": "USD"
},
"item_id": "b3d52f61-5a96-0132-30ce-600308937d74"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a StockAdjustmentPUT/api/v2/:group_id/stock_adjustments/{id}
Update a single stock adjustment. For an stock adjustment line to be deleted, the status of the stock adjustment line must be set to “INACTIVE”
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The stock adjustment ID
Tag References ¶
Tag References List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"tag_references": [
{
"id": "5f7b97e0-ec38-0134-4a09-0021cc6899a1",
"name": "Region",
"status": "ACTIVE",
"tag_reference_values": [
{
"id": "58ca2445bd44784f884f5820",
"value": "Eastside"
},
{
"id": "58ca2445bd44784f884f5822",
"value": "North"
},
{
"id": "58ca2445bd44784f884f5824",
"value": "South"
},
{
"id": "58ca2445bd44784f884f5826",
"value": "West Coast"
}
],
"created_at": "2017-03-19T09:24:35Z",
"updated_at": "2017-03-19T09:24:35Z",
"group_id": "org-fb6k",
"channel_id": "org-fb6k",
"resource_type": "tag_references"
},
{
"id": "600b31c0-ec38-0134-4a11-0021cc6899a1",
"name": "Department",
"status": "ACTIVE",
"tag_reference_values": [
{
"id": "58ca2446bd44784f884f5833",
"value": "Engineering"
},
{
"id": "58ca2446bd44784f884f5835",
"value": "Marketing"
},
{
"id": "58ca2446bd44784f884f5837",
"value": "Sales"
}
],
"created_at": "2017-03-19T09:24:35Z",
"updated_at": "2017-03-19T09:24:35Z",
"group_id": "org-fb6k",
"channel_id": "org-fb6k",
"resource_type": "tag_references"
}
],
"pagination": {
"skip": 0,
"top": 100,
"total": 2
}
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"tag_references": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Tag Reference UUID",
"type": "string",
"readOnly": true
},
"Name": {
"description": "Tag category name",
"type": "string"
},
"status": {
"description": "Tag Reference status",
"enum": [
"ACTIVE",
"INACTIVE"
],
"default": "ACTIVE"
},
"group_id": {
"description": "Group ID",
"type": "string"
},
"channel_id": {
"description": "Channel ID (org-xxxx)",
"type": "string"
},
"ressource_type": {
"description": "Rype of the resource (tag_references here)",
"type": "string"
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"tag_reference_values": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"description": "Tag Reference value ID",
"type": "string"
},
"value": {
"description": "Tag value",
"type": "string"
}
}
}
}
}
}
}
}
}
Get Tag ReferencesGET/api/v2/:group_id/tag_references
Get the list of Tag References.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Tag reference UUID | |
name | String | Category Name | |
group_id | String | Group ID | |
created_at | Date-time | Creation date | |
updated_at | Date-time | Last update date | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
tag_reference_values | Array | Tag values |
Tag Reference Values attributes
Field | Type | Description | |
---|---|---|---|
id | String | Tag reference value line id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
value | String | Tag Value |
Headers
Content-Type: application/vnd.api+json
Body
{
"tag_references": {
"name": "Tag Category",
"status": "ACTIVE",
"tag_reference_values": [
{
"id": "58aa83f9bd44787bffb28acc",
"value": "Eastside",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ace",
"value": "North",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ad0",
"value": "South",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ad2",
"value": "West Coast",
"status": "ACTIVE"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"tag_references": {
"id": "c2f56490-f1b9-0134-49e0-0021cc6899a1",
"name": "Tag Category",
"status": "ACTIVE",
"tag_reference_values": [
{
"id": "58aa83f9bd44787bffb28acc",
"value": "Eastside",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ace",
"value": "North",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ad0",
"value": "South",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ad2",
"value": "West Coast",
"status": "ACTIVE"
}
],
"created_at": "2017-03-23T05:44:53Z",
"updated_at": "2017-03-23T05:44:53Z",
"group_id": "org-fbbj",
"channel_id": "org-fbbj",
"resource_type": "tag_references"
}
}
Create New Tag ReferencePOST/api/v2/:group_id/tag_references
Create a new tag Reference.
Tag Reference ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"tag_references": {
"id": "9a485490-d95e-0134-3259-0021cc6899a1",
"name": "Region",
"status": "ACTIVE",
"tag_reference_values": [
{
"id": "58aa83f9bd44787bffb28acc",
"value": "Eastside",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ace",
"value": "North",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ad0",
"value": "South",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ad2",
"value": "West Coast",
"status": "ACTIVE"
}
],
"created_at": "2017-02-20T05:51:54Z",
"updated_at": "2017-02-20T05:51:54Z",
"group_id": "org-fbbj",
"channel_id": "org-fbbj",
"resource_type": "tag_references"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "9a485490-d95e-0134-3259-0021cc6899a1",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get Tag ReferenceGET/api/v2/:group_id/tag_references/{id}
Get a single Tag Reference.
- id
string
(required) Example: 9a485490-d95e-0134-3259-0021cc6899a1The Tag reference ID
Headers
Content-Type: application/vnd.api+json
Body
{
"tag_references": {
"status": "INACTIVE"
}
}
Body
{
"tag_references": {
"id": "9a485490-d95e-0134-3259-0021cc6899a1",
"name": "Region",
"status": "INACTIVE",
"tag_reference_values": [
{
"id": "58aa83f9bd44787bffb28acc",
"value": "Eastside",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ace",
"value": "North",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ad0",
"value": "South",
"status": "ACTIVE"
},
{
"id": "58aa83fabd44787bffb28ad2",
"value": "West Coast",
"status": "ACTIVE"
}
],
"created_at": "2017-02-20T05:51:54Z",
"updated_at": "2017-02-20T05:51:54Z",
"group_id": "org-fbbj",
"channel_id": "org-fbbj",
"resource_type": "tag_references"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "9a485490-d95e-0134-3259-0021cc6899a1",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a Tag ReferencePUT/api/v2/:group_id/tag_references/{id}
Update a Tag Reference.
- id
string
(required) Example: 9a485490-d95e-0134-3259-0021cc6899a1The Tag reference ID
Tasks ¶
Tasks JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"tasks": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Task UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"name": {
"description": "Task name",
"type": "string"
},
"description": {
"description": "Task description",
"type": "string"
},
"status": {
"description": "[READY, ASSIGNED, TERMINATED, EXPIRED, FORWARDED, FINISHED, FAILEDD]",
"type": "string",
"format": "enum"
},
"position": {
"description": "Task position in the task list",
"type": "number"
},
"priority": {
"description": "[HIGH, MEDIUM, LOW]",
"type": "string",
"format": "enum"
},
"completion": {
"description": "Task completion percentage",
"type": "number"
},
"start_date": {
"description": "Task start date",
"type": "string",
"format": "date-time"
},
"due_date": {
"description": "Task end date",
"type": "string",
"format": "date-time"
},
"completed_date": {
"description": "Task completion date",
"type": "string",
"format": "date-time"
},
"task_list_id": {
"description": "#TaskList the task belongs to",
"type": "string",
"format": "reference"
},
"work_location_id": {
"description": "#WorkLocation the task is done in",
"type": "string",
"format": "reference"
},
"dependencies": {
"description": "Dependencies affecting this task",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Dependency ID",
"type": "string"
},
"type": {
"description": "[STARTTOSTART, STARTTOFINISH, FINISHTOSTART, FINISHTOFINISH]",
"type": "string",
"format": "enum"
},
"status": {
"description": "[READY, ASSIGNED, TERMINATED, EXPIRED, FORWARDED, FINISHED, FAILED]",
"type": "string",
"format": "enum"
},
"previous_task_id": {
"description": "Previous #task",
"type": "string",
"format": "reference"
},
"next_task_id": {
"description": "Next #task",
"type": "string",
"format": "reference"
}
}
}
},
"time_logs": {
"description": "Time logged on this task",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "TimeLog id",
"type": "string"
},
"duration": {
"description": "TimeLog duration",
"type": "number"
},
"unit": {
"description": "TimeLog duration unit [MINUTE, HOUR, DAY]",
"type": "string",
"format": "enum"
},
"comment": {
"description": "TimeLog comment",
"type": "string"
},
"start_date": {
"description": "Project start date",
"type": "string",
"format": "date-time"
},
"app_user_id": {
"description": "#AppUser logging this time",
"type": "string",
"format": "reference"
},
"organization_id": {
"description": "#Organization logging this time",
"type": "string",
"format": "reference"
},
"person_id": {
"description": "#Person logging this time",
"type": "string",
"format": "reference"
}
}
}
},
"assignees": {
"description": "Assignees working on this task",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Assignee id",
"type": "string"
},
"role": {
"description": "Role on the task [OWNER, SUPERVISOR, RESPONSIBLE, PARTICIPANT]",
"type": "string",
"format": "enum"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"rights": {
"description": "[ALL, READ, WRITE, APPROVER]",
"type": "string",
"format": "enum"
},
"team_id": {
"description": "#Team representing this assignee",
"type": "string",
"format": "reference"
},
"app_user_id": {
"description": "#AppUser representing this assignee",
"type": "string",
"format": "reference"
},
"organization_id": {
"description": "#Organization representing this assignee",
"type": "string",
"format": "reference"
},
"person_id": {
"description": "#Person representing this assignee",
"type": "string",
"format": "reference"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/tasks
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Task UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
name | String | Task name | |
description | String | Task description | |
status | Enum | [READY, ASSIGNED, TERMINATED, EXPIRED, FORWARDED, FINISHED, FAILEDD] | |
position | Number | Task position in the task list | |
priority | Enum | [HIGH, MEDIUM, LOW] | |
completion | Number | Task completion percentage | |
start_date | Date Time | Task start date | |
due_date | Date Time | Task end date | |
completed_date | Date Time | Task completion date | |
task_list_id | Reference | TaskList the task belongs to | |
work_location_id | Reference | WorkLocation the task is done in | |
dependencies | Array | Dependencies affecting this task | |
time_logs | Array | Time logged on this task | |
assignees | Array | Assignees working on this task |
Tasks Dependencies attributes
Field | Type | Description | |
---|---|---|---|
id | String | Dependency ID | |
type | Enum | [STARTTOSTART, STARTTOFINISH, FINISHTOSTART, FINISHTOFINISH] | |
status | Enum | [READY, ASSIGNED, TERMINATED, EXPIRED, FORWARDED, FINISHED, FAILED] | |
previous_task_id | Reference | Previous task | |
next_task_id | Reference | Next task |
Tasks TimeLogs attributes
Field | Type | Description | |
---|---|---|---|
id | String | TimeLog id | |
duration | Number | TimeLog duration | |
unit | Enum | TimeLog duration unit [MINUTE, HOUR, DAY] | |
comment | String | TimeLog comment | |
start_date | Date Time | Project start date | |
app_user_id | Reference | AppUser logging this time | |
organization_id | Reference | Organization logging this time | |
person_id | Reference | Person logging this time |
Tasks Assignees attributes
Field | Type | Description | |
---|---|---|---|
id | String | Assignee id | |
role | Enum | Role on the task [OWNER, SUPERVISOR, RESPONSIBLE, PARTICIPANT] | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
rights | Enum | [ALL, READ, WRITE, APPROVER] | |
team_id | Reference | Team representing this assignee | |
app_user_id | Reference | AppUser representing this assignee | |
organization_id | Reference | Organization representing this assignee | |
person_id | Reference | Person representing this assignee |
Tasks List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"tasks" : [
{
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "Prepare design review with stakeholders",
"description": "Design need to be approved by committee",
"position": 5,
"status": "COMPLETED",
"priority": "HIGH",
"completion": 100,
"start_date": "2015-09-23",
"due_date": "2015-09-25",
"completed_date": "2015-09-25",
"task_list_id": "5724bdd1-5453-0132-6651-600308937d74",
"work_location_id": "3498bdd1-5453-0132-6651-600308937q22",
"dependencies": [
{
"id": "561cf41273673ae8be000003",
"type": "STARTTOFINISH",
"status": "ASSIGNED",
"previous_task_id": "d92a69c1-53cd-0133-9e69-062f2dc812d3",
"next_task_id": "2114bcf1-5103-1243-6651-600308937s71",
},
{
"id": "54b323b701a3cbd6da000cb5",
"type": "STARTTOFINISH",
"previous_task_id": "d92a69c1-53cd-0133-9e69-062f2dc812d3",
"next_task_id": "5724bcf1-5103-1243-6651-600308937d74",
}
],
"time_logs": [
{
"id": "561cf47d73673ae8be000005",
"duration": 80,
"unit": "DAY",
"comment": "work has been completed by development team",
"start_date": "2015-02-02T00:00:00Z"
},
{
"id": "561cf4cd73673ae8be000007",
"duration": 40,
"unit": "HOUR",
"comment": "design bug fixes",
"start_date": "2015-03-16T00:00:00Z"
}
],
"assignees": [
{
"id": "561cedef73673a5bbb0000a1",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team_id": "5724bdd1-5453-0132-6741-6003089sdfsdf"
},
{
"id": "2432hknjbkliu4oh32jnk",
"role": 'PARTICIPANT',
"rights": 'WRITE',
"status": 'ACTIVE',
"person_id": "1124bdd1-5453-0132-6651-6003089sdfsdz",
"organization_id": "1124bdd1-5453-0132-6741-6003089sdfsqw"
}
]
}
]
}
Get TasksGET/api/v2/:group_id/tasks
Get the list of tasks.
Headers
Content-Type: application/vnd.api+json
Body
{
"tasks": {
"name": "Rewrite doc"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"tasks": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Rewrite doc"
}
}
Create New TaskPOST/api/v2/:group_id/tasks
Create a new task.
Task ¶
Headers
Content-Type: application/vnd.api+json
Body
{
{
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "Water the plants",
"description": "No more than 12L per plant. Add coffee when needed",
"position": 5,
"status": "COMPLETED",
"priority": "HIGH",
"start_date": "2014-11-20T09:00:00Z",
"due_date": "2014-12-20T18:00:00Z",
"completed_date": "2014-12-19T15:00:00Z",
"task_list_id": "5724bdd1-5453-0132-6651-600308937d74",
"dependencies": [
{
"id": "54b323b70202cbd6da000dbb",
"type": "STARTTOSTART",
"next_task_id": "5724bcf1-5103-1243-6651-600308937d74"
},
{
"id": "54b323b701a3cbd6da000cb5",
"type": "STARTTOFINISH",
"previous_task_id": "d92a69c1-53cd-0133-9e69-062f2dc812d3",
"next_task_id": "5724bcf1-5103-1243-6651-600308937d74",
}
],
"time_logs": [
{
"id": "561cedef73673ae4bb000007",
"duration": 120,
"comment": "Rewrite some stuff",
"start_date": "2014-11-22T12:45:00Z",
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf"
}
],
"assignees": [
{
"id": "561cedef73673a5bbb0000a1",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"user": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team": "5724bdd1-5453-0132-6741-6003089sdfsdf"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get TaskGET/api/v2/:group_id/tasks/{id}
Get a single task.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The task ID
Headers
Content-Type: application/vnd.api+json
Body
{
"tasks": {
"status": "COMPLETED"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
{
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "Water the plants",
"description": "No more than 12L per plant. Add coffee when needed",
"position": 5,
"status": "COMPLETED",
"priority": "HIGH",
"start_date": "2014-11-20T09:00:00Z",
"due_date": "2014-12-20T18:00:00Z",
"completed_date": "2014-12-19T15:00:00Z",
"task_list_id": "5724bdd1-5453-0132-6651-600308937d74",
"dependencies": [
{
"id": "54b323b70202cbd6da000dbb",
"type": "STARTTOSTART",
"next_task_id": "5724bcf1-5103-1243-6651-600308937d74"
},
{
"id": "54b323b701a3cbd6da000cb5",
"type": "STARTTOFINISH",
"previous_task_id": "d92a69c1-53cd-0133-9e69-062f2dc812d3",
"next_task_id": "5724bcf1-5103-1243-6651-600308937d74",
}
],
"time_logs": [
{
"id": "561cedef73673ae4bb000007",
"duration": 120,
"comment": "Rewrite some stuff",
"start_date": "2014-11-22T12:45:00Z",
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf"
}
],
"assignees": [
{
"id": "561cedef73673a5bbb0000a1",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"user": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team": "5724bdd1-5453-0132-6741-6003089sdfsdf"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a TaskPUT/api/v2/:group_id/tasks/{id}
Update a single Task
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The task ID
Task Lists ¶
Task Lists JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"task_lists": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "TaskList UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"name": {
"description": "Task list name",
"type": "string"
},
"description": {
"description": "Task list description",
"type": "string"
},
"status": {
"description": "[DRAFT STARTED COMPLETED ARCHIVED CANCELED]",
"type": "string",
"format": "enum"
},
"priority": {
"description": "[HIGH, MEDIUM, LOW]",
"type": "string",
"format": "enum"
},
"start_date": {
"description": "Task start date",
"type": "string",
"format": "date-time"
},
"due_date": {
"description": "Task end date",
"type": "string",
"format": "date-time"
},
"completed_date": {
"description": "Task completion date",
"type": "string",
"format": "date-time"
},
"milestone_id": {
"description": "#Milestone this task list belongs to",
"type": "string"
},
"tasks": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "#Task reference UID",
"type": "string",
"format": "reference"
}
}
}
},
"assignees": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Assignee ID",
"type": "string"
},
"role": {
"description": "Role on the task [OWNER, SUPERVISOR, RESPONSIBLE, PARTICIPANT]",
"type": "string",
"format": "enum"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"rights": {
"description": "[ALL, READ, WRITE, APPROVER]",
"type": "string",
"format": "enum"
},
"team_id": {
"description": "#Team representing this assignee",
"type": "string",
"format": "reference"
},
"app_user_id": {
"description": "#AppUser representing this assignee",
"type": "string",
"format": "reference"
},
"organization_id": {
"description": "#Organization representing this assignee",
"type": "string",
"format": "reference"
},
"person_id": {
"description": "#Person representing this assignee",
"type": "string",
"format": "reference"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/task_lists
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | TaskList UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
name | String | Task list name | |
description | String | Task list description | |
status | Enum | [DRAFT STARTED COMPLETED ARCHIVED CANCELED] | |
priority | Enum | [HIGH, MEDIUM, LOW] | |
start_date | Date Time | Task start date | |
due_date | Date Time | Task end date | |
completed_date | Date Time | Task completion date | |
milestone_id | String | Milestone this task list belongs to | |
tasks | Array | ||
assignees | Array |
TaskLists Tasks attributes
Field | Type | Description | |
---|---|---|---|
id | Reference | Task reference UID |
TaskLists Assignees attributes
Field | Type | Description | |
---|---|---|---|
id | String | Assignee ID | |
role | Enum | Role on the task [OWNER, SUPERVISOR, RESPONSIBLE, PARTICIPANT] | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
rights | Enum | [ALL, READ, WRITE, APPROVER] | |
team_id | Reference | Team representing this assignee | |
app_user_id | Reference | AppUser representing this assignee | |
organization_id | Reference | Organization representing this assignee | |
person_id | Reference | Person representing this assignee |
Task Lists List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"task_lists" : [
{
"id": "3c0e9671-53d2-0133-9e6b-062f2dc812d3",
"code": "TL52934",
"name": "Website design first quarter tasks",
"description": "list of tasks for the website redesign from 01/2015 to 03/2015",
"status": "STARTED",
"priority": "HIGH",
"start_date": "2015-01-01",
"due_date": "2015-03-31",
"milestone_id": "8b2672b1-53cc-0133-9e67-062f2dc812d3",
"completed_date": nil,
"tasks": [
{
"id": "ddbb0e11-53d0-0133-9e6a-062f2dc812d3"
},
{
"id": "d92a69c1-53cd-0133-9e69-062f2dc812d3"
}
],
"assignees": [
{
"id": "561cf6bc73673ae8be00000f",
"role": "REPONSIBLE",
"rights": "ALL",
"status": "ACTIVE",
"app_user_id": "a2b76d01-4f88-0133-c32e-062f2dc812d3",
"team_id": "w3b76d01-4f88-0133-c32e-062f2dc812a1"
},
{
"id": "456cf6bc73673ae8be00099e",
"role": "OWNER",
"rights": "ALL",
"status": "ACTIVE",
"person_id": "e3b76d01-4f88-0133-c32e-062f2dc812d3",
"organization_id": "x9b76d01-4f88-0133-c32e-062f2dc812a1"
}
],
"created_at": "2015-10-13T12:17:02Z",
"updated_at": "2015-10-13T12:17:02Z",
"channel_id": "org-fblp",
"resource_type": "task_lists"
}
]
}
Get Task ListsGET/api/v2/:group_id/task_lists
Get the list of task lists.
Headers
Content-Type: application/vnd.api+json
Body
{
"task_lists": {
"name": "Update doc"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"task_lists": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Update doc"
}
}
Create New TaskPOST/api/v2/:group_id/task_lists
Create a new task list.
Task List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
{
"id": "3c0e9671-53d2-0133-9e6b-062f2dc812d3",
"code": "TL52934",
"name": "Website design first quarter tasks",
"description": "list of tasks for the website redesign from 01/2015 to 03/2015",
"status": "STARTED",
"priority": "HIGH",
"start_date": "2015-01-01",
"due_date": "2015-03-31",
"completed_date": nil,
"tasks": [
{
"id": "ddbb0e11-53d0-0133-9e6a-062f2dc812d3"
},
{
"id": "d92a69c1-53cd-0133-9e69-062f2dc812d3"
}
],
"assignees": [
{
"id": "561cf6bc73673ae8be00000f",
"role": "REPONSIBLE",
"status": "ACTIVE",
"app_user_id": "a2b76d01-4f88-0133-c32e-062f2dc812d3",
"team_id": "w3b76d01-4f88-0133-c32e-062f2dc812a1"
},
{
"id": "456cf6bc73673ae8be00099e",
"role": "OWNER",
"status": "ACTIVE",
"person_id": "e3b76d01-4f88-0133-c32e-062f2dc812d3",
"organization_id": "x9b76d01-4f88-0133-c32e-062f2dc812a1"
}
],
"created_at": "2015-10-13T12:17:02Z",
"updated_at": "2015-10-13T12:17:02Z",
"channel_id": "org-fblp",
"resource_type": "task_lists"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get Task ListGET/api/v2/:group_id/task_lists/{id}
Get a single task list.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The task_list ID
Headers
Content-Type: application/vnd.api+json
Body
{
"task_lists": {
"status": "COMPLETED"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
{
"id": "5724bcf1-5103-0132-6651-600308937d74",
"group_id": "cld-7gr8e5",
"created_at": "2014-11-18T03:45:59Z",
"updated_at": "2015-01-11T03:45:59Z",
"name": "Water the plants",
"description": "No more than 12L per plant. Add coffee when needed",
"position": 5,
"status": "COMPLETED",
"priority": "HIGH",
"start_date": "2014-11-20T09:00:00Z",
"due_date": "2014-12-20T18:00:00Z",
"completed_date": "2014-12-19T15:00:00Z",
"task_list_id": "5724bdd1-5453-0132-6651-600308937d74",
"dependencies": [
{
"id": "54b323b70202cbd6da000dbb",
"type": "STARTTOSTART",
"next_task_id": "5724bcf1-5103-1243-6651-600308937d74"
},
{
"id": "54b323b701a3cbd6da000cb5",
"type": "STARTTOFINISH",
"previous_task_id": "d92a69c1-53cd-0133-9e69-062f2dc812d3",
"next_task_id": "5724bcf1-5103-1243-6651-600308937d74",
}
],
"time_logs": [
{
"id": "561cedef73673ae4bb000007",
"duration": 120,
"comment": "Rewrite some stuff",
"start_date": "2014-11-22T12:45:00Z",
"app_user_id": "5724bdd1-5453-0132-6651-6003089sdfsdf"
}
],
"assignees": [
{
"id": "561cedef73673a5bbb0000a1",
"role": 'SUPERVISOR',
"rights": 'ALL',
"status": 'ACTIVE',
"user": "5724bdd1-5453-0132-6651-6003089sdfsdf",
"team": "5724bdd1-5453-0132-6741-6003089sdfsdf"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a Task ListPUT/api/v2/:group_id/task_lists/{id}
Update a single Task List
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The task_list ID
Tax Codes ¶
Describe a tax group which can be applied on sales or purchases. Sales taxes will all be applied to the amount of the sales (idem for purchase). Compounded taxes (esp. in the US) will be added soon… Total tax applicable is also given (sale_tax_rate, purchase_tax_rate).
Business Rules
To be a valid sale tax code, at least one tax_rate must be specified in the sale_taxes or sale_tax_rate must be specified.
To be a valid purchase tax code, at least one tax_rate must be specified in the purchase_taxes or purchase_tax_rate must be specified.
if sale_tax_rate is not specified, it is computed based on the list of sale_taxes
if purchase_tax_rate is not specified, it is computed based on the list of purchase_taxes
if sale_taxes is empty and sale_tax_rate is set, a default tax_rate is created and added to sale_taxes
if purchase_taxes is empty and purchase_tax_rate is set, a default tax_rate is created and added to purchase_taxes
Tax codes JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"tax_codes": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code",
"name"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "TaxCode UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"name": {
"description": "Tax code name",
"type": "string"
},
"description": {
"description": "Tax code description",
"type": "string"
},
"tax_type": {
"description": "[OUTPUT, INPUT, CAPEXINPUT, ...]",
"type": "string",
"format": "enum"
},
"sale_tax_rate": {
"description": "Total sale taxes rate",
"type": "number"
},
"purchase_tax_rate": {
"description": "Total purchase taxes rate",
"type": "number"
},
"sale_taxes": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "#TaxRate UUID",
"type": "string",
"format": "reference"
},
"name": {
"description": "Tax rate name",
"type": "string",
"readOnly": true
},
"rate": {
"description": "Applicable tax rate",
"type": "number",
"readOnly": true
},
"tax_type_applicable": {
"description": "[TaxOnAmount, TaxOnAmountPlusTax, TaxOnTax]",
"type": "string",
"format": "enum"
},
"tax_order": {
"description": "Application order of the tax rate",
"type": "number"
}
}
}
},
"purchase_taxes": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "#TaxRate UUID",
"type": "string",
"format": "reference"
},
"name": {
"description": "Tax rate name",
"type": "string",
"readOnly": true
},
"rate": {
"description": "Applicable tax rate",
"type": "number",
"readOnly": true
},
"tax_type_applicable": {
"description": "[TaxOnAmount, TaxOnAmountPlusTax, TaxOnTax]",
"type": "string",
"format": "enum"
},
"tax_order": {
"description": "Application order of the tax rate",
"type": "number"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/tax_codes
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | TaxCode UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | Tax code name | |
description | String | Tax code description | |
tax_type | Enum | [OUTPUT, INPUT, CAPEXINPUT, …] | |
sale_tax_rate | Number | Total sale taxes rate | |
purchase_tax_rate | Number | Total purchase taxes rate | |
sale_taxes | Array | ||
purchase_taxes | Array |
TaxCodes SaleTaxes attributes
Field | Type | Description | |
---|---|---|---|
id | Reference | TaxRate UUID | |
name | String | Tax rate name | |
rate | Number | Applicable tax rate | |
tax_type_applicable | Enum | [TaxOnAmount, TaxOnAmountPlusTax, TaxOnTax] | |
tax_order | Number | Application order of the tax rate |
TaxCodes PurchaseTaxes attributes
Field | Type | Description | |
---|---|---|---|
id | Reference | TaxRate UUID | |
name | String | Tax rate name | |
rate | Number | Applicable tax rate | |
tax_type_applicable | Enum | [TaxOnAmount, TaxOnAmountPlusTax, TaxOnTax] | |
tax_order | Number | Application order of the tax rate |
Tax Codes List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_codes": [
{
"id": "0ad5d441-5a97-0132-31ee-600308937d74",
"group_id": "cld-gf5d41s",
"created_at": "2014-11-30T08:16:00Z",
"updated_at": "2014-11-30T08:16:00Z",
"code": "TX-234",
"status": "ACTIVE",
"tax_type": "CAPEXINPUT",
"name": "CustomSalesTax",
"description": "Custom State Tax",
"sale_tax_rate": 12.75,
"purchase_tax_rate": 16.05,
"sale_taxes": [
{
"id": "0ad11950-5a97-0132-31e9-600308937d74",
"name": "GST",
"rate": 10,
"tax_type_applicable": "TaxOnAmount",
"tax_order": 1
},
{
"id": "0ad278e1-5a97-0132-31ea-600308937d74",
"name": "Extra Tax",
"rate": 2.5,
"tax_type_applicable": "TaxOnAmountPlusTax",
"tax_order": 2
}
],
"purchase_taxes": [
{
"id": "0ad38a51-5a97-0132-31eb-600308937d74",
"name": "GST on Export",
"rate": 10,
"tax_type_applicable": "TaxOnAmountPlusTax",
"tax_order": 1
},
{
"id": "0ad49bc0-5a97-0132-31ed-600308937d74",
"name": "Extra Tax",
"rate": 5.5,
"tax_type_applicable": "TaxOnTax",
"tax_order": 2
}
]
}
]
}
Get Tax CodesGET/api/v2/:group_id/tax_codes
Get the list of tax codes.
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_codes": {
"name": "CustomSalesTax",
"description": "Custom State Tax",
"sale_tax_rate": 12.75,
"purchase_tax_rate": 16.05,
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_codes": {
"id": "0ad11950-5a97-0132-31e9-600308937d74",
"group_id": "cld-f1f57re5"
"created_at": "2014-11-18T04:24:19Z",
"updated_at": "2014-11-18T04:24:19Z",
"name": "CustomSalesTax",
"description": "Custom State Tax",
"sale_tax_rate": 12.75,
"purchase_tax_rate": 16.05,
}
}
Create New Tax CodePOST/api/v2/:group_id/tax_codes
Create a new tax code.
Tax Code ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_codes": {
"id": "0ad5d441-5a97-0132-31ee-600308937d74",
"group_id": "cld-gf5d41s",
"created_at": "2014-11-30T08:16:00Z",
"updated_at": "2014-11-30T08:16:00Z",
"name": "CustomSalesTax",
"description": "Custom State Tax",
"sale_tax_rate": 12.75,
"purchase_tax_rate": 16.05,
"sale_taxes": [
{
"id": "0ad11950-5a97-0132-31e9-600308937d74",
"name": "GST",
"rate": 10,
"tax_type_applicable": "TaxOnAmount"
},
{
"id": "0ad278e1-5a97-0132-31ea-600308937d74",
"name": "Extra Tax",
"rate": 2.5,
"tax_type_applicable": "TaxOnAmountPlusTax"
}
],
"purchase_taxes": [
{
"id": "0ad38a51-5a97-0132-31eb-600308937d74",
"name": "GST on Export",
"rate": 10,
"tax_type_applicable": "TaxOnAmountPlusTax"
},
{
"id": "0ad49bc0-5a97-0132-31ed-600308937d74",
"name": "Extra Tax",
"rate": 5.5,
"tax_type_applicable": "TaxOnTax"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get Tax CodeGET/api/v2/:group_id/tax_codes/{id}
Get a single tax code.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The tax code ID
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_codes": {
"name": "CustomSalesTax",
"description": "Custom State Tax",
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_codes": {
"id": "0ad5d441-5a97-0132-31ee-600308937d74",
"group_id": "cld-gf5d41s",
"created_at": "2014-11-30T08:16:00Z",
"updated_at": "2014-11-30T08:16:00Z",
"name": "CustomSalesTax",
"description": "Custom State Tax",
"sale_tax_rate": 12.75,
"purchase_tax_rate": 16.05,
"sale_taxes": [
{
"id": "0ad11950-5a97-0132-31e9-600308937d74",
"name": "GST",
"rate": 10,
"tax_type_applicable": "TaxOnAmount"
},
{
"id": "0ad278e1-5a97-0132-31ea-600308937d74",
"name": "Extra Tax",
"rate": 2.5,
"tax_type_applicable": "TaxOnAmountPlusTax"
}
],
"purchase_taxes": [
{
"id": "0ad38a51-5a97-0132-31eb-600308937d74",
"name": "GST on Export",
"rate": 10,
"tax_type_applicable": "TaxOnAmountPlusTax"
},
{
"id": "0ad49bc0-5a97-0132-31ed-600308937d74",
"name": "Extra Tax",
"rate": 5.5,
"tax_type_applicable": "TaxOnTax"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an Tax CodePUT/api/v2/:group_id/tax_codes/{id}
Update a single Tax Code
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The tax code ID
Tax Rates ¶
Describe a tax rate to be used within a tax code. The list of tax rates is a repository of taxes commonly used for the sale or purchase of goods.
Tax rates JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"tax_rates": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"required": [
"name",
"rate"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "TaxRate UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"name": {
"description": "Tax rate name",
"type": "string"
},
"rate": {
"description": "Applicable tax rate",
"type": "number"
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/tax_rates
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | TaxRate UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
name | String | Tax rate name | |
rate | Number | Applicable tax rate |
Tax Rates List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_rates": [
{
"id": "0ad11950-5a97-0132-31e9-600308937d74",
"group_id": "cld-f1f57re5",
"created_at": "2014-11-18T04:24:19Z",
"updated_at": "2014-11-18T04:24:19Z",
"name": "GST",
"rate": 10
}
]
}
Get Tax RatesGET/api/v2/:group_id/tax_rates
Get the list of tax rates.
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_rates": {
"name": "GST",
"rate": 10
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_rates": {
"id": "0ad11950-5a97-0132-31e9-600308937d74",
"group_id": "cld-f1f57re5"
"created_at": "2014-11-18T04:24:19Z",
"updated_at": "2014-11-18T04:24:19Z",
"name": "GST",
"rate": 10.0
}
}
Create New Tax RatePOST/api/v2/:group_id/tax_rates
Create a new tax rate.
Tax Rate ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_rates": {
"id": "0ad11950-5a97-0132-31e9-600308937d74",
"group_id": "cld-f1f57re5"
"created_at": "2014-11-18T04:24:19Z",
"updated_at": "2014-11-18T04:24:19Z",
"name": "GST",
"rate": 10.0
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get Tax RateGET/api/v2/:group_id/tax_rates/{id}
Get a single tax rate.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The tax rate ID
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_rates": {
"name": "GST",
"rate": 10
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"tax_rates": {
"id": "0ad11950-5a97-0132-31e9-600308937d74",
"group_id": "cld-f1f57re5"
"created_at": "2014-11-18T04:24:19Z",
"updated_at": "2014-11-18T04:24:19Z",
"name": "GST",
"rate": 10.0
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an Tax RatePUT/api/v2/:group_id/tax_rates/{id}
Update a single Tax Rate
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The tax rate ID
Teams ¶
Business Rules
-
Represents a team of several AppUsers (eg: a team of sales representatives in a CRM)
-
A Team can have several AppUsers and an AppUser can belong to several Teams
Teams List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"teams": [
{
"id": "7c566201-037f-0134-538a-5969c36333f5",
"code": "TEA3",
"name": "Sales Reps",
"description": "All members of sales department",
"type": "Sales",
"members": [
{
"id": "1ed17491-e9b1-0133-9582-0d535fd9d9bb"
}
],
"group_id": "org-fbbw",
"channel_id": "org-fbbw",
"resource_type": "teams"
}
]
}
Schema
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"teams": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"code": {
"type": "string"
},
"name": {
"type": "string"
},
"description": {
"type": "string"
},
"type": {
"type": "string"
},
"members": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
}
}
}
},
"group_id": {
"type": "string"
},
"channel_id": {
"type": "string"
},
"resource_type": {
"type": "string"
}
}
}
}
}
Get TeamsGET/teams
List the teams for your applications.
Attributes
Field | Type | Description | |
---|---|---|---|
id | String | Team UUID | |
code | String | Code, auto-generated if not specified | |
name | String | Name of the team | |
description | String | Description of the team | |
type | String | Team’s type as defined in the application | |
[members] | Array | AppUsers the app users being members of this team |
Headers
Content-Type: application/vnd.api+json
Body
{
"teams": {
"name": "Sales Reps",
"description": "All members of sales department",
"type": "Sales",
"members": [
{
"id": "1ed17491-e9b1-0133-9582-0d535fd9d9bb"
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"teams": {
"id": "7c566201-037f-0134-538a-5969c36333f5",
"code": "TEA3",
"name": "Sales Reps",
"description": "All members of sales department",
"type": "Sales",
"members": [
{
"id": "1ed17491-e9b1-0133-9582-0d535fd9d9bb"
}
],
"group_id": "org-fbbw",
"channel_id": "org-fbbw",
"resource_type": "teams"
}
}
Create New TeamPOST/teams
Create a new Team.
Team ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"teams": {
"id": "7c566201-037f-0134-538a-5969c36333f5",
"code": "TEA3",
"name": "Sales Reps",
"description": "All members of sales department",
"type": "Sales",
"members": [
{
"id": "1ed17491-e9b1-0133-9582-0d535fd9d9bb"
}
],
"group_id": "org-fbbw",
"channel_id": "org-fbbw",
"resource_type": "teams"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "7c566201-037f-0134-538a-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get TeamGET/teams/{id}
Get a single Team.
- id
string
(required) Example: 7c566201-037f-0134-538a-5969c36333f5The team ID
Headers
Content-Type: application/vnd.api+json
Body
{
"name": "Sales Representatives"
}
Body
{
"teams": {
"id": "7c566201-037f-0134-538a-5969c36333f5",
"code": "TEA3",
"name": "Sales Representatives",
"description": "All members of sales department",
"type": "Sales",
"members": [
{
"id": "1ed17491-e9b1-0133-9582-0d535fd9d9bb"
}
],
"group_id": "org-fbbw",
"channel_id": "org-fbbw",
"resource_type": "teams"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "7c566201-037f-0134-538a-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an TeamPUT/teams/{id}
Update a single Team.
- id
string
(required) Example: 7c566201-037f-0134-538a-5969c36333f5The team ID
Time Activities ¶
A TimeActivity represents a pediod of time an Employee has worked on a project, activity, job…
Time activities JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"time_activities": {
"id": "time_activities",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "TimeActivity UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"transaction_date": {
"description": "Transaction date",
"type": "string",
"format": "date-time"
},
"taxable": {
"description": "Are tax applied to the transaction",
"type": "boolean"
},
"hourly_rate": {
"description": "Hourly rate",
"type": "number"
},
"hours": {
"description": "Total number of hours for this timeactivity (excluding minutes)",
"type": "number"
},
"minutes": {
"description": "Total number of minutes for this timeactivity (excluding hours)",
"type": "number"
},
"time_zone": {
"description": "Timezone: use ISO 8601 notation (e.g. +10:00)",
"type": "string"
},
"start_time": {
"description": "TimeActivity start time",
"type": "string",
"format": "date-time"
},
"end_time": {
"description": "TimeActivity end time",
"type": "string",
"format": "date-time"
},
"break_hours": {
"description": "Break hours",
"type": "number"
},
"break_minutes": {
"description": "Break minutes",
"type": "number"
},
"employee_id": {
"description": "#Employee this TimeActivity belongs to",
"type": "string",
"format": "reference"
},
"organization_id": {
"description": "Customer/Vendor #Organization this activity applies to",
"type": "string",
"format": "reference"
},
"person_id": {
"description": "Customer/Vendor #Person this activity applies to",
"type": "string",
"format": "reference"
},
"item_id": {
"description": "#Item (product or service) this activity applies to",
"type": "string",
"format": "reference"
},
"work_location_id": {
"description": "#WorkLocation this activity refers to",
"type": "string",
"format": "reference"
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/time_activities
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | TimeActivity UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
transaction_date | Date Time | Transaction date | |
taxable | Boolean | Are tax applied to the transaction | |
hourly_rate | Number | Hourly rate | |
hours | Number | Total number of hours for this timeactivity (excluding minutes) | |
minutes | Number | Total number of minutes for this timeactivity (excluding hours) | |
time_zone | String | Timezone: use ISO 8601 notation (e.g. +10:00) | |
start_time | Date Time | TimeActivity start time | |
end_time | Date Time | TimeActivity end time | |
break_hours | Number | Break hours | |
break_minutes | Number | Break minutes | |
employee_id | Reference | Employee this TimeActivity belongs to | |
organization_id | Reference | Customer/Vendor Organization this activity applies to | |
person_id | Reference | Customer/Vendor Person this activity applies to | |
item_id | Reference | Item (product or service) this activity applies to | |
work_location_id | Reference | WorkLocation this activity refers to |
TimeActivity List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"time_activities": [
{
"id": "65432750-a8f0-0132-9e6b-22000aac819e",
"transaction_date": "2015-04-01",
"description": "5 hours work on-site",
"billable_status": "billable",
"taxable": false,
"hourly_rate": 12.2,
"hours": 5,
"minutes": 0,
"break_hours": 0,
"break_minutes": 0,
"start_time": "2015-03-01T09:00:00.000Z",
"end_time": "2015-03-01T14:00:00.000Z",
"employee_id": "5e67ef61-a8f0-0132-9e1e-22000aac819e",
"work_location_id": "0ba3b687-1406-4af1-9de6-4b0a94eed8b1",
"person_id": "6ty3b687-1406-4af1-9de6-4b0a94eed8b1",
"organization_id": "9iu3b687-1406-4af1-9de6-4b0a94eed8b1",
"item_id": "4ew3b687-1406-4af1-9de6-4b0a94eed8b1",
"updated_at": "2015-03-10T01:12:08.024Z",
"created_at": "2015-03-10T01:12:08.024Z"
}
]
}
Get TimeActivityGET/api/v2/:group_id/time_activities
Get the list of TimeActivities.
Headers
Content-Type: application/vnd.api+json
Body
{
"time_activities": {
"transaction_date": "2015-04-01",
"status": "APPROVED",
"description": "5 hours work on-site",
"billable_status": "billable",
"taxable": false,
"hours": 5,
"minutes": 0,
"start_time": "2015-03-01T09:00:00.000Z",
"end_time": "2015-03-01T14:00:00.000Z",
"employee_id": "5e67ef61-a8f0-0132-9e1e-22000aac819e"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"time_activities": {
"id": "65432750-a8f0-0132-9e6b-22000aac819e",
"transaction_date": "2015-04-01",
"status": "APPROVED",
"description": "5 hours work on-site",
"billable_status": "billable",
"taxable": false,
"hours": 5,
"minutes": 0,
"start_time": "2015-03-01T09:00:00.000Z",
"end_time": "2015-03-01T14:00:00.000Z",
"employee_id": "5e67ef61-a8f0-0132-9e1e-22000aac819e",
"updated_at": "2015-03-10T01:12:08.024Z",
"created_at": "2015-03-10T01:12:08.024Z"
}
}
Create New TimeActivityPOST/api/v2/:group_id/time_activities
Create a new TimeActivity.
TimeActivity ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"time_activities": {
"id": "65432750-a8f0-0132-9e6b-22000aac819e",
"transaction_date": "2015-04-01",
"status": "APPROVED",
"description": "5 hours work on-site",
"billable_status": "billable",
"taxable": false,
"hours": 5,
"minutes": 0,
"start_time": "2015-03-01T09:00:00.000Z",
"end_time": "2015-03-01T14:00:00.000Z",
"employee_id": "5e67ef61-a8f0-0132-9e1e-22000aac819e",
"updated_at": "2015-03-10T01:12:08.024Z",
"created_at": "2015-03-10T01:12:08.024Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get TimeActivityGET/api/v2/:group_id/time_activities/{id}
Get a single TimeActivity.
- id
string
(required) Example: 65432750-a8f0-0132-9e6b-22000aac819eThe TimeActivity ID
Headers
Content-Type: application/vnd.api+json
Body
{
"time_activities": {
"start_time": "2015-03-01T09:00:00.000Z",
"end_time": "2015-03-01T14:00:00.000Z",
"employee_id": "5e67ef61-a8f0-0132-9e1e-22000aac819e"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"time_activities": {
"id": "65432750-a8f0-0132-9e6b-22000aac819e",
"transaction_date": "2015-04-01",
"status": "APPROVED",
"description": "5 hours work on-site",
"billable_status": "billable",
"taxable": false,
"hours": 5,
"minutes": 0,
"start_time": "2015-03-01T09:00:00.000Z",
"end_time": "2015-03-01T14:00:00.000Z",
"employee_id": "5e67ef61-a8f0-0132-9e1e-22000aac819e",
"updated_at": "2015-03-10T01:12:08.024Z",
"created_at": "2015-03-10T01:12:08.024Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an TimeActivityPUT/api/v2/:group_id/time_activities/{id}
Update a single TimeActivity
- id
string
(required) Example: 65432750-a8f0-0132-9e6b-22000aac819eThe TimeActivity ID
Time Sheets ¶
A TimeSheet represents the time worked by an Employee for a given time period
TimeSheets JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"time_sheets": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Person UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[DRAFT, PROCESSED, APPROVED, INACTIVE] - Default: DRAFT",
"type": "string",
"format": "enum"
},
"hours": {
"description": "Total number of hours for this timesheet (excluding minutes)",
"type": "number"
},
"minutes": {
"description": "Total number of minutes for this timesheet (excluding hours)",
"type": "number"
},
"start_date": {
"description": "TimeSheet start date",
"type": "string",
"format": "date-time"
},
"end_date": {
"description": "TimeSheet end date",
"type": "string",
"format": "date-time"
},
"employee_id": {
"description": "#Employee this TimeSheet belongs to",
"type": "string",
"format": "reference"
},
"project_id": {
"description": "#Project this TimeSheet refers to",
"type": "string",
"format": "reference"
},
"project_task_id": {
"description": "#Task this TimeSheet refers to",
"type": "string",
"format": "reference"
},
"time_sheet_lines": {
"description": "TimeSheet breakdown per activity and pay item",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "TimeSheetLine id",
"type": "string"
},
"line_order": {
"description": "Time sheet line number",
"type": "number"
},
"hours": {
"description": "Total number of hours for this timesheet line (excluding minutes)",
"type": "number"
},
"minutes": {
"description": "Total number of minutes for this timesheet line (excluding hours)",
"type": "number"
},
"employee_id": {
"description": "#Employee the TimeSheet belongs to",
"type": "string",
"format": "reference"
},
"project_id": {
"description": "#Project the TimeSheetLine refers to",
"type": "string",
"format": "reference"
},
"project_task_id": {
"description": "#Task the TimeSheetLine refers to",
"type": "string",
"format": "reference"
},
"organization_id": {
"description": "Customer/Vendor #Organization the TimeSheetLine refers to",
"type": "string",
"format": "reference"
},
"person_id": {
"description": "Customer/Vendor #Person the TimeSheetLine refers to",
"type": "string",
"format": "reference"
},
"item_id": {
"description": "#Item (product or service) the TimeSheetLine refers to",
"type": "string",
"format": "reference"
},
"pay_item_id": {
"description": "#PayItem the TimeSheetLine refers to",
"type": "string",
"format": "reference"
},
"work_location_id": {
"description": "#WorkLocation the TimeSheetLine refers to",
"type": "string",
"format": "reference"
},
"time_activities": {
"description": "Activities breakdown per date",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "#TimeActivity reference",
"type": "string",
"format": "reference"
},
"transaction_date": {
"description": "Time Activity date",
"type": "date-time"
},
"hours": {
"description": "Total number of hours for this Time Activity (excluding minutes)",
"type": "number"
},
"minutes": {
"description": "Total number of minutes for this Time Activity (excluding hours)",
"type": "number"
},
"employee_id": {
"description": "#Employee the TimeActivity belongs to",
"type": "string",
"format": "reference"
}
}
}
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/time_sheets
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Person UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, PROCESSED, APPROVED, INACTIVE] - Default: DRAFT | |
hours | Number | Total number of hours for this timesheet (excluding minutes) | |
minutes | Number | Total number of minutes for this timesheet (excluding hours) | |
start_date | Date Time | TimeSheet start date | |
end_date | Date Time | TimeSheet end date | |
employee_id | Reference | Employee this TimeSheet belongs to | |
project_id | Reference | Project this TimeSheet refers to | |
project_task_id | Reference | Task this TimeSheet refers to | |
time_sheet_lines | Array | TimeSheet breakdown per activity and pay item |
TimeSheets TimeSheetLines attributes
Field | Type | Description | |
---|---|---|---|
id | String | TimeSheetLine id | |
line_order | Number | Time sheet line number | |
hours | Number | Total number of hours for this timesheet line (excluding minutes) | |
minutes | Number | Total number of minutes for this timesheet line (excluding hours) | |
employee_id | Reference | Employee the TimeSheet belongs to | |
project_id | Reference | Project the TimeSheetLine refers to | |
project_task_id | Reference | Task the TimeSheetLine refers to | |
organization_id | Reference | Customer/Vendor Organization the TimeSheetLine refers to | |
person_id | Reference | Customer/Vendor Person the TimeSheetLine refers to | |
item_id | Reference | Item (product or service) the TimeSheetLine refers to | |
pay_item_id | Reference | PayItem the TimeSheetLine refers to | |
work_location_id | Reference | WorkLocation the TimeSheetLine refers to | |
time_activities | Array | Activities breakdown per date |
TimeSheets TimeActivities attributes
Field | Type | Description | |
---|---|---|---|
id | Reference | TimeActivity reference | |
transaction_date | Date Time | Time Activity date | |
hours | Number | Total number of hours for this Time Activity (excluding minutes) | |
minutes | Number | Total number of minutes for this Time Activity (excluding hours) | |
employee_id | Reference | Employee the TimeActivity belongs to |
TimeSheet List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"time_sheets": [
{
"id": "bee2e111-bee9-0132-301d-56847afe9799",
"code": "TS123",
"status": "APPROVED",
"hours": 10,
"minutes": 0,
"start_date": "2015-04-27",
"end_date": "2015-05-03",
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"project_id": "45684221-bee9-0132-2fd4-56847afe9799",
"project_task_id": "98784221-bee9-0132-2fd4-56847afe9799",
"time_sheet_lines": [
{
"id": "552322ad0202cb423200d921",
"line_order": 1,
"hours": 10,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"organization_id": "fb2e1001-fd4a-0132-dda4-56847afe9799,",
"person_id": "d972c7a1-fd4d-0132-de00-56847afe9799,",
"item_id": "14f8a6e1-fd4a-0132-db75-56847afe9799",
"pay_item_id": "c4085d83-b43e-4d8d-b32b-b136ce8ca16a",
"project_id": "65439c70-a8f0-0132-9e6e-22000aac819e",
"project_task_id": "5e67ef61-a8f0-0132-9e1e-22000aac819e",
"work_location_id": "0ba3b687-1406-4af1-9de6-4b0a94eed8b1",
"time_activities": [
{
"id": "bee503f1-bee9-0132-301e-56847afe9799",
"transaction_date": "2015-05-02",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
},
{
"id": "bee52b01-bee9-0132-301f-56847afe9799",
"transaction_date": "2015-05-03",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
}
]
}
],
"updated_at": "2015-04-07T00:19:57.505Z",
"created_at": "2015-04-07T00:19:57.505Z"
}
]
}
Get TimeSheetGET/api/v2/:group_id/time_sheets
Get the list of TimeSheets.
Headers
Content-Type: application/vnd.api+json
Body
{
"time_sheets": {
"id": "bee2e111-bee9-0132-301d-56847afe9799",
"status": "APPROVED",
"hours": 10,
"minutes": 0,
"start_date": "2015-04-27",
"end_date": "2015-05-03",
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"time_sheet_lines": [
{
"id": "552322ad0202cb423200d921",
"line_order": 1,
"hours": 10,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"time_activities": [
{
"id": "bee503f1-bee9-0132-301e-56847afe9799",
"transaction_date": "2015-05-02",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
},
{
"id": "bee52b01-bee9-0132-301f-56847afe9799",
"transaction_date": "2015-05-03",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
}
]
}
],
"updated_at": "2015-04-07T00:19:57.505Z",
"created_at": "2015-04-07T00:19:57.505Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"time_sheets": {
"id": "bee2e111-bee9-0132-301d-56847afe9799",
"status": "APPROVED",
"hours": 10,
"minutes": 0,
"start_date": "2015-04-27",
"end_date": "2015-05-03",
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"time_sheet_lines": [
{
"id": "552322ad0202cb423200d921",
"line_order": 1,
"hours": 10,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"time_activities": [
{
"id": "bee503f1-bee9-0132-301e-56847afe9799",
"transaction_date": "2015-05-02",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
},
{
"id": "bee52b01-bee9-0132-301f-56847afe9799",
"transaction_date": "2015-05-03",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
}
]
}
],
"updated_at": "2015-04-07T00:19:57.505Z",
"created_at": "2015-04-07T00:19:57.505Z"
}
}
Create New TimeSheetPOST/api/v2/:group_id/time_sheets
Create a new TimeSheet.
TimeSheet ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"time_sheets": {
"id": "bee2e111-bee9-0132-301d-56847afe9799",
"status": "APPROVED",
"hours": 10,
"minutes": 0,
"start_date": "2015-04-27",
"end_date": "2015-05-03",
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"time_sheet_lines": [
{
"id": "552322ad0202cb423200d921",
"line_order": 1,
"hours": 10,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"time_activities": [
{
"id": "bee503f1-bee9-0132-301e-56847afe9799",
"transaction_date": "2015-05-02",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
},
{
"id": "bee52b01-bee9-0132-301f-56847afe9799",
"transaction_date": "2015-05-03",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
}
]
}
],
"updated_at": "2015-04-07T00:19:57.505Z",
"created_at": "2015-04-07T00:19:57.505Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get TimeSheetGET/api/v2/:group_id/time_sheets/{id}
Get a single TimeSheet.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The TimeSheet ID
Headers
Content-Type: application/vnd.api+json
Body
{
"time_sheets": {
"start_date": "2015-04-27",
"end_date": "2015-05-03",
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"time_sheets": {
"id": "bee2e111-bee9-0132-301d-56847afe9799",
"status": "APPROVED",
"hours": 10,
"minutes": 0,
"start_date": "2015-04-27",
"end_date": "2015-05-03",
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"time_sheet_lines": [
{
"id": "552322ad0202cb423200d921",
"line_order": 1,
"hours": 10,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799",
"time_activities": [
{
"id": "bee503f1-bee9-0132-301e-56847afe9799",
"transaction_date": "2015-05-02",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
},
{
"id": "bee52b01-bee9-0132-301f-56847afe9799",
"transaction_date": "2015-05-03",
"hours": 5,
"minutes": 0,
"employee_id": "75484221-bee9-0132-2fd4-56847afe9799"
}
]
}
],
"updated_at": "2015-04-07T00:19:57.505Z",
"created_at": "2015-04-07T00:19:57.505Z"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an TimeSheetPUT/api/v2/:group_id/time_sheets/{id}
Update a single TimeSheet
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The TimeSheet ID
Transfers ¶
Transfers JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"transfers": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Transfer UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[DRAFT, SUBMITTED, AUTHORISED, INACTIVE, APPLIED, UNAPPLIED] - Default: DRAFT",
"type": "string",
"format": "enum"
},
"title": {
"description": "Deposit title",
"type": "string"
},
"transaction_date": {
"description": "Transaction date",
"type": "string",
"format": "date-time"
},
"private_note": {
"description": "Private internal note",
"type": "string"
},
"total_amount": {
"description": "Transfer total amount",
"type": "number"
},
"currency": {
"description": "Transfer currency code",
"type": "string"
},
"from_account_id": {
"description": "#Account the transfer is originating from",
"type": "string",
"format": "reference"
},
"to_account_id": {
"description": "#Account the transfer is going to",
"type": "string",
"format": "reference"
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/transfers
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Transfer UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [DRAFT, SUBMITTED, AUTHORISED, INACTIVE, APPLIED, UNAPPLIED] - Default: DRAFT | |
title | String | Deposit title | |
transaction_date | Date Time | Transaction date | |
private_note | String | Private internal note | |
total_amount | Number | Transfer total amount | |
currency | String | Transfer currency code | |
from_account_id | Reference | Account the transfer is originating from | |
to_account_id | Reference | Account the transfer is going to |
Transfers List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"transfers": [
{
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"title": "Transfer",
"total_amount": 12,
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"private_note": "private note",
"currency": "USD",
"from_account_id": "3f58c721-5102-0132-6600-600308937d74",
"to_account_id": "1258c721-5102-0132-6600-600308937d71",
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "transfers"
}
]
}
Get TransfersGET/api/v2/:group_id/transfers
Get the list of transfers.
Headers
Content-Type: application/vnd.api+json
Body
{
"transfers": {
"title": "Transfer"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"transfers": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"title": "Transfer"
}
}
Create New TransferPOST/api/v2/:group_id/transfers
Create a new transfer.
Transfer ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"transfers": {
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"title": "Transfer",
"total_amount": 12,
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"public_note": "public note",
"to_account_id": "3f58c721-5102-0132-6600-600308937d74",
"from_account_id": "1258c721-5102-0132-6600-600308937d71",
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "transfers"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get TransferGET/api/v2/:group_id/transfers/{id}
Get a single transfer.
- id
string
(required) Example: 815743a0-1915-0134-bd38-745c899ef027The transfer ID
Headers
Content-Type: application/vnd.api+json
Body
{
"transfers": {
"title": "Transfer"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"transfers": {
"id": "815743a0-1915-0134-bd38-745c899ef027",
"code": "DE3",
"title": "Transfer",
"total_amount": 12,
"transaction_date": "2015-10-01T23:00:00Z",
"status": "DRAFT",
"public_note": "public note",
"to_account_id": "3f58c721-5102-0132-6600-600308937d74",
"from_account_id": "1258c721-5102-0132-6600-600308937d71",
"created_at": "2016-06-20T13:04:54Z",
"updated_at": "2016-06-20T13:04:54Z",
"group_id": "org-fbba",
"channel_id": "org-fbba",
"resource_type": "transfers"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a TransferPUT/api/v2/:group_id/transfers/{id}
Update a single transfer
- id
string
(required) Example: 815743a0-1915-0134-bd38-745c899ef027The transfer ID
Venues ¶
A venue is a place an event occurs at
Venue JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"venues": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Venue UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"name": {
"description": "Venue name",
"type": "string"
},
"latitude": {
"description": "Venue latitude",
"type": "number"
},
"longitude": {
"description": "Venue longitude",
"type": "number"
},
"address": {
"description": "Venue addresses",
"$ref": "#/definitions/address"
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/venues
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Venue UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | Venue name | |
latitude | Number | Venue latitude | |
longitude | Number | Venue longitude | |
address | Address | Venue addresses |
Venues List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"venues": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"group_id": "cld-f4g8r2g",
"code": "VE7",
"status": "ACTIVE",
"name": "Grand hotel",
"latitude": 40.7127,
"longitude": 74.0059,
"address": {
"billing": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
}
},
"created_at": "2016-05-24T04:24:08Z",
"updated_at": "2016-05-24T04:29:14Z",
"channel_id": "org-fbbw",
"resource_type": "venues"
}
]
}
Get VenuesGET/api/v2/:group_id/venues
Get the list of venues.
Headers
Content-Type: application/vnd.api+json
Body
{
"venues": {
"name": "Waterpool"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"venues": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"name": "Waterpool"
}
}
Create New VenuePOST/api/v2/:group_id/venues
Create a new venue.
Venue ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"venues": {
"id": "48427741-0395-0134-53b9-5969c36333f5",
"group_id": "cld-f4g8r2g",
"code": "VE7",
"status": "ACTIVE",
"name": "Grand hotel",
"latitude": 40.7127,
"longitude": 74.0059,
"address": {
"billing": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
}
},
"created_at": "2016-05-24T04:24:08Z",
"updated_at": "2016-05-24T04:29:14Z",
"channel_id": "org-fbbw",
"resource_type": "venues"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get VenueGET/api/v2/:group_id/venues/{id}
Get a single venue.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The venue ID
Headers
Content-Type: application/vnd.api+json
Body
{
"venues": {
"latitude": 40.7127
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"venues": {
"id": "48427741-0395-0134-53b9-5969c36333f5",
"group_id": "cld-f4g8r2g",
"code": "VE7",
"status": "ACTIVE",
"name": "Grand hotel",
"latitude": 40.7127,
"longitude": 74.0059,
"address": {
"billing": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
},
"shipping": {
"line1": "88 Elizabeth Street",
"line2": "",
"city": "Sydney",
"region": "NSW",
"postal_code": "2088",
"country": "Australia"
}
},
"created_at": "2016-05-24T04:24:08Z",
"updated_at": "2016-05-24T04:29:14Z",
"channel_id": "org-fbbw",
"resource_type": "venues"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "48427741-0395-0134-53b9-5969c36333f5",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update a VenuePUT/api/v2/:group_id/venues/{id}
Update a single Venue
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The venue ID
Warehouses ¶
Warehouse JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"warehouses": {
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "Warehouse UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"name": {
"description": "Warehouse name",
"type": "string"
},
"description": {
"description": "Warehouse description",
"type": "string"
},
"type": {
"description": "Warehouse type",
"type": "string",
"format": "enum"
},
"capacity": {
"description": "Warehouse capacity",
"type": "number"
},
"units": {
"description": "Warehouse capacity unit",
"type": "string"
},
"primary": {
"description": "Is Warehouse primary",
"type": "boolean"
},
"latitude": {
"description": "Warehouse latitude",
"type": "number"
},
"longitude": {
"description": "Warehouse longitude",
"type": "number"
},
"address": {
"description": "Warehouse address",
"$ref": "#/definitions/address"
},
"phone_work": {
"description": "Warehouse phone and fax numbers",
"$ref": "#/definitions/phone"
},
"total_value": {
"description": "Warehouse total value",
"$ref": "#/definitions/price"
},
"warehouse_stocks": {
"description": "Warehouse stocks",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "WarehouseStock id",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"item_id": {
"description": "#Item this stock refers to",
"type": "string",
"format": "reference"
},
"quantity": {
"description": "Item quantity",
"type": "number"
},
"units": {
"description": "Quantity unit",
"type": "string"
},
"value": {
"description": "Stock value",
"$ref": "#/definitions/price"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/warehouses
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | Warehouse UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
name | String | Warehouse name | |
description | String | Warehouse description | |
type | Enum | Warehouse type | |
capacity | Number | Warehouse capacity | |
units | String | Warehouse capacity unit | |
primary | Boolean | Is Warehouse primary | |
latitude | Number | Warehouse latitude | |
longitude | Number | Warehouse longitude | |
address | Address | Warehouse address | |
phone_work | Phone | Warehouse phone and fax numbers | |
total_value | Price | Warehouse total value | |
warehouse_stocks | Array | Warehouse stocks |
Warehouses WarehouseStocks attributes
Field | Type | Description | |
---|---|---|---|
id | String | WarehouseStock id | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
item_id | Reference | Item this stock refers to | |
quantity | Number | Item quantity | |
units | String | Quantity unit | |
value | Price | Stock value |
Warehouse List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"warehouses": [
{
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"code": "WH012",
"status": "ACTIVE",
"name": "NYC warehouse",
"description": "Storage of toys and games",
"primary": true,
"capacity": 150,
"units": "box",
"latitude": 40.7127,
"longitude": 74.0059,
"address": {
"shipping": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
}
},
"phone": {
"landline": "+1-212-775-0345"
},
"total_value": {
"total_amount": 330,
"net_amount": 300,
"tax_amount": 30,
"tax_rate": 10,
"currency": "USD"
},
"warehouse_stocks": [
{
"id": "234hj2k432",
"status": "ACTIVE",
"item_id": "8u78a011-5102-0132-65ff-600308937d12",
"quantity": 10,
"units": "box",
"value": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
}
}
]
}
]
}
Get WarehouseGET/api/v2/:group_id/warehouses
Get the list of warehouses.
Headers
Content-Type: application/vnd.api+json
Body
{
"warehouses": {
"name": "Airport warehouse"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"warehouses": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"code": "WH013",
"name": "Airport warehouse"
}
}
Create New WarehousePOST/api/v2/:group_id/warehouses
Create a new warehouse.
Warehouse ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"warehouses": {
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"code": "WH012",
"status": "ACTIVE",
"name": "NYC warehouse",
"description": "Storage of toys and games",
"primary": true,
"capacity": 150,
"units": "box",
"latitude": 40.7127,
"longitude": 74.0059,
"address": {
"shipping": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
}
},
"phone": {
"landline": "+1-212-775-0345"
},
"total_value": {
"total_amount": 330,
"net_amount": 300,
"tax_amount": 30,
"tax_rate": 10,
"currency": "USD"
},
"warehouse_stocks": [
{
"id": "234hj2k432",
"status": "ACTIVE",
"item_id": "8u78a011-5102-0132-65ff-600308937d12",
"quantity": 10,
"units": "box",
"value": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
}
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get WarehouseGET/api/v2/:group_id/warehouses/{id}
Get a single warehouse.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The warehouse ID
Headers
Content-Type: application/vnd.api+json
Body
{
"warehouses": {
"name": "NYC warehouse"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"warehouses": {
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"code": "WH012",
"status": "ACTIVE",
"name": "NYC warehouse",
"description": "Storage of toys and games",
"primary": true,
"capacity": 150,
"units": "box",
"latitude": 40.7127,
"longitude": 74.0059,
"address": {
"shipping": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
}
},
"phone": {
"landline": "+1-212-775-0345"
},
"total_value": {
"total_amount": 330,
"net_amount": 300,
"tax_amount": 30,
"tax_rate": 10,
"currency": "USD"
},
"warehouse_stocks": [
{
"id": "234hj2k432",
"status": "ACTIVE",
"item_id": "8u78a011-5102-0132-65ff-600308937d12",
"quantity": 10,
"units": "box",
"value": {
"total_amount": 33,
"net_amount": 30,
"tax_amount": 3,
"tax_rate": 10,
"currency": "USD"
}
}
]
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an WarehousePUT/api/v2/:group_id/warehouses/{id}
Update a single Warehouse
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The warehouse ID
Work Locations ¶
A WorkLocation represents a physical work place of your company.
Work Locations JSON schema ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"$schema": "http://json-schema.org/draft-04/schema#",
"type": "object",
"properties": {
"work_locations": {
"id": "work_locations",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id",
"code"
],
"properties": {
"resource_type": {
"description": "Resource type name",
"type": "string",
"readOnly": true
},
"id": {
"description": "WorkLocation UUID",
"type": "string",
"readOnly": true
},
"channel_id": {
"type": "string",
"description": "Channel ID (org-xxx)",
"readOnly": true
},
"group_id": {
"description": "Group ID (cld-xxx)",
"type": "string",
"readOnly": true
},
"created_at": {
"description": "Object creation timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"updated_at": {
"description": "Object last update timestamp",
"type": "string",
"format": "date-time",
"readOnly": true
},
"code": {
"description": "Code, auto-generated if not specified",
"type": "string"
},
"name": {
"description": "WorkLocation name",
"type": "string"
},
"description": {
"description": "WorkLocation description",
"type": "string"
},
"status": {
"description": "[ACTIVE, INACTIVE] - Default: ACTIVE",
"type": "string",
"format": "enum"
},
"type": {
"description": "[DEPARTMENT, BRANCH, SITE, AREA]",
"type": "string",
"format": "enum"
},
"primary": {
"description": "WorkLocation is primary",
"type": "boolean"
},
"latitude": {
"description": "WorkLocation latitude",
"type": "number"
},
"longitude": {
"description": "WorkLocation longitude",
"type": "number"
},
"address": {
"description": "WorkLocation addresses",
"$ref": "#/definitions/address"
},
"phone": {
"description": "WorkLocation phone and fax numbers",
"$ref": "#/definitions/phone"
},
"parent_work_location_id": {
"description": "Parent #WorkLocation",
"type": "string",
"format": "format"
},
"sub_work_locations": {
"description": "Children #WorkLocations",
"type": "array",
"items": {
"type": "object",
"uniq": [
"id"
],
"properties": {
"id": {
"description": "Reference of the sub #WorkLocation",
"type": "string",
"format": "reference"
}
}
}
}
}
}
}
},
"definitions": {
"contact_channel": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"contact_channel": {
"type": "object",
"properties": {
"skype": {
"description": "Skype account",
"type": "string"
}
}
}
}
},
"email": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"address": {
"description": "Primary email address",
"type": "string"
},
"address2": {
"description": "Secondary email address",
"type": "string"
}
}
}
}
},
"address": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"website": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"email_group": {
"type": "object",
"properties": {
"url": {
"description": "Primary website url",
"type": "string"
},
"url2": {
"description": "Secondary website url",
"type": "string"
}
}
}
}
},
"phone": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"address": {
"type": "object",
"properties": {
"landline": {
"description": "Primary phone number",
"type": "string"
},
"landline2": {
"description": "Secondary phone number",
"type": "string"
},
"mobile": {
"description": "Primary mobile number",
"type": "string"
},
"mobile2": {
"description": "Secondary mobile number",
"type": "string"
},
"fax": {
"description": "Primary fax number",
"type": "string"
},
"fax2": {
"description": "Secondary fax number",
"type": "string"
},
"pager": {
"description": "Primary pager number",
"type": "string"
},
"pager2": {
"description": "Secondary pager number",
"type": "string"
}
}
}
}
},
"price": {
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"price": {
"type": "object",
"properties": {
"total_amount": {
"description": "Total amount including taxes",
"type": "number"
},
"net_amount": {
"description": "Net amount excluding taxes",
"type": "number"
},
"tax_amount": {
"description": "Total tax amount",
"type": "number"
},
"tax_rate": {
"description": "Applicable tax rate",
"type": "number"
},
"currency": {
"description": "Price currency (defaults to Company currency)",
"type": "string"
}
}
}
}
}
}
}
Get schemaGET/api/v2/json_schema/work_locations
Attributes
Field | Type | Description | |
---|---|---|---|
resource_type | String | Resource type name | |
id | String | WorkLocation UUID | |
channel_id | String | Channel ID (org-xxx) | |
group_id | String | Group ID (cld-xxx) | |
created_at | Date Time | Object creation timestamp | |
updated_at | Date Time | Object last update timestamp | |
code | String | Code, auto-generated if not specified | |
name | String | WorkLocation name | |
description | String | WorkLocation description | |
status | Enum | [ACTIVE, INACTIVE] - Default: ACTIVE | |
type | Enum | [DEPARTMENT, BRANCH, SITE, AREA] | |
primary | Boolean | WorkLocation is primary | |
latitude | Number | WorkLocation latitude | |
longitude | Number | WorkLocation longitude | |
address | Address | WorkLocation addresses | |
phone | Phone | WorkLocation phone and fax numbers | |
parent_work_location_id | Format | Parent WorkLocation | |
sub_work_locations | Array | Children WorkLocations |
WorkLocations SubWorkLocations attributes
Field | Type | Description | |
---|---|---|---|
id | Reference | Reference of the sub WorkLocation |
WorkLocation List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"work_locations": [
{
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"code": "WL012",
"name": "NYC office",
"description": "New York City Office, head os US operations",
"status": "CURRENT",
"type": "BRANCH",
"primary": true,
"latitude": 40.7127,
"longitude": 74.0059,
"parent_work_location_id": "222cb8f1-5503-0133-9e89-56847afe9111",
"sub_work_locations": [
{
"id": "398cb8f1-5503-0133-9e89-56847afe9799"
},
{
"id": "3990d7a0-5503-0133-9e8f-56847afe9799"
}
],
"address": {
"shipping": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
}
},
"phone": {
"landline": "+1-212-775-0345"
}
}
]
}
Get WorkLocationGET/api/v2/:group_id/work_locations
Get the list of work_locations.
Headers
Content-Type: application/vnd.api+json
Body
{
"work_locations": {
"name": "San Diego Office"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"work_locations": {
"id": "e32303c1-5102-0132-661e-600308937d74",
"group_id": "cld-4d7f86",
"created_at": "2014-12-18T03:42:45Z",
"updated_at": "2014-12-18T03:42:45Z",
"code": "WL013",
"name": "San Diego Office"
}
}
Create New WorkLocationPOST/api/v2/:group_id/work_locations
Create a new work location.
WorkLocation ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"work_locations": {
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"code": "WL012",
"name": "NYC office",
"description": "New York City Office, head os US operations",
"status": "CURRENT",
"primary": true,
"latitude": 40.7127,
"longitude": 74.0059,
"address": {
"shipping": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
}
},
"phone": {
"landline": "+1-212-775-0345"
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get WorkLocationGET/api/v2/:group_id/work_locations/{id}
Get a single work location.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The work_location ID
Headers
Content-Type: application/vnd.api+json
Body
{
"work_locations": {
"name": "San Diego office"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"work_locations": {
"id": "3f58a011-5102-0132-65ff-600308937d74",
"group_id": "cld-f4g8r2g",
"created_at": "2014-11-18T03:38:13Z",
"updated_at": "2014-11-18T03:38:13Z",
"code": "WL012",
"name": "NYC office",
"description": "New York City Office, head os US operations",
"status": "CURRENT",
"primary": true,
"latitude": 40.7127,
"longitude": 74.0059,
"address": {
"shipping": {
"line1": "279 Church St",
"city": "New York",
"region": "NY",
"postal_code": "10013",
"country": "US"
}
},
"phone": {
"landline": "+1-212-775-0345"
}
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an WorkLocationPUT/api/v2/:group_id/work_locations/{id}
Update a single WorkLocation
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The work_location ID
Developer Preview | Custom Entities ¶
This feature is still under development and specifications may be updated in the future
Custom entity types can be created on the fly when they are not covered by the existing Connec! data model.
The standard CRUD operations are available on the endpoint /api/v2/[CHANNEL]/[ENTITY TYPE]
.
All the attributes can be added and updated dynamically.
For instance, a collection of Fruits
can be manged as described below.
Fruits List ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"fruits": [
{
"id": "f03fd761-cf16-0134-5ab2-74d43510c326",
"resource_type": "fruits",
"created_at": "2017-02-07T03:53:41Z",
"updated_at": "2017-02-07T03:54:19Z",
"name": "Banana",
"colour": "Yellow",
"quantity": 12,
"group_id": "org-fbba",
"channel_id": "org-fbba"
}
]
}
Get FruitsGET/api/v2/:group_id/fruits
Get the list of fruits.
Headers
Content-Type: application/vnd.api+json
Body
{
"fruits": {
"name": "Banana",
"colour": "Yellow"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"fruits": {
"id": "f03fd761-cf16-0134-5ab2-74d43510c326",
"resource_type": "fruits",
"created_at": "2017-02-07T03:53:41Z",
"updated_at": "2017-02-07T03:53:41Z",
"name": "Banana",
"colour": "Yellow",
"group_id": "org-fbba",
"channel_id": "org-fbba"
}
}
Create New FruitPOST/api/v2/:group_id/fruits
Create a new fruit.
Fruit ¶
Headers
Content-Type: application/vnd.api+json
Body
{
"fruits": {
"id": "f03fd761-cf16-0134-5ab2-74d43510c326",
"resource_type": "fruits",
"created_at": "2017-02-07T03:53:41Z",
"updated_at": "2017-02-07T03:54:19Z",
"name": "Banana",
"colour": "Yellow",
"quantity": 12,
"group_id": "org-fbba",
"channel_id": "org-fbba"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Get FruitGET/api/v2/:group_id/fruits/{id}
Get a single fruit.
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The fruit ID
Headers
Content-Type: application/vnd.api+json
Body
{
"fruits": {
"quantity": 12
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"fruits": {
"id": "f03fd761-cf16-0134-5ab2-74d43510c326",
"resource_type": "fruits",
"created_at": "2017-02-07T03:53:41Z",
"updated_at": "2017-02-07T03:54:19Z",
"name": "Banana",
"colour": "Yellow",
"quantity": 12,
"group_id": "org-fbba",
"channel_id": "org-fbba"
}
}
Headers
Content-Type: application/vnd.api+json
Body
{
"errors": [
{
"id": "e33303c1-5102-0142-661e-600308937d84",
"status": "404",
"code": "not-found",
"title": "Resource not found"
}
]
}
Update an FruitPUT/api/v2/:group_id/fruits/{id}
Update a single Fruit
- id
string
(required) Example: e32303c1-5102-0132-661e-600308937d74The fruit ID
Generated by aglio on 13 Nov 2017