Connectors Reference
Imprezian360 CRM All-In-One
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Status: Preview |
Tier: Premium |
Version: v1 |
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Name |
Summary |
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New Sales Lead Created |
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New Marketing Campaign Created |
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New Lead Campaign Members |
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New Sales Order Created |
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New Proposal Created |
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Order Status Has Changed |
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Order In History |
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Order In Processing |
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Order Is Shipping |
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Proposal Needs Approval |
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WorkOrder Closed |
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WorkOrder Created |
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WorkOrder is Past Due |
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WorkOrder Status Changed |
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Summary |
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Summary: Get Campaign List
Description: Returns a list of campaigns
Syntax:
Imprezian360-CRM.Campaign_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Campaign
Description: Creates a new marketing campaign in the CRM
Syntax:
Imprezian360-CRM.Campaign_PostValue ([Optional]Campaign_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
Campaign_PostValueParameterBody
|
|
False |
Returns:
Type:Campaign_PostValueResponse
Summary: Retrieve Campaign Details
Description: Retrieves the details of a specific campaign request by id
Syntax:
Imprezian360-CRM.Campaign_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Campaign ID) |
Campaign ID |
True |
Returns:
Type:Campaign_GetValueResponse
Summary: Update Campaign Data
Description: Updates a marketing campaign in the CRM
Syntax:
Imprezian360-CRM.Campaign_PutValue (string id, [Optional]Campaign_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Campaign ID) |
Campaign ID |
True |
|
|
body |
Campaign_PutValueParameterBody
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|
False |
Returns:
Type:Campaign_PutValueResponse
Summary: Get ComLogs
Description: Returns a list of requested communication ID's
Syntax:
Imprezian360-CRM.ComLog_GetValues ()
Returns:
Type:array of (string)
Summary: Create New ComLog
Description: New Communication Entry
Syntax:
Imprezian360-CRM.ComLog_PostValue ([Optional]ComLog_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
|
|
False |
Returns:
Summary: Retrieve ComLog Details
Description: Returns field details
Syntax:
Imprezian360-CRM.ComLog_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Communication ID) |
Communication ID |
True |
Returns:
Summary: Update Comlog Data
Description: Updates a communication entry
Syntax:
Imprezian360-CRM.ComLog_PutValue (string id, [Optional]ComLog_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Communication ID) |
Communication ID |
True |
|
|
body |
|
|
False |
Returns:
Summary: Get Contact List
Description: retrieves a list of contacts
Syntax:
Imprezian360-CRM.Contact_GetValues ()
Returns:
Type:array of (string)
Summary: Create new CRM Contact
Description: Creates a qualified prospect, customer or vendor
Syntax:
Imprezian360-CRM.Contact_PostValue ([Optional]Contact_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
Contact_PostValueParameterBody
|
|
False |
Returns:
Type:Contact_PostValueResponse
Summary: Retrieve CRM Contact Details
Description: Retrieves details about the specified contact
Syntax:
Imprezian360-CRM.Contact_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Contact ID) |
Contact ID |
True |
Returns:
Summary: Update CRM Contact Data
Description: Update the specified CRM contact
Syntax:
Imprezian360-CRM.Contact_PutValue (string id, [Optional]Contact_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Contact ID) |
Contact ID |
True |
|
|
body |
|
|
False |
Returns:
Summary: Get FollowUp List
Description: Retrieve list of followups
Syntax:
Imprezian360-CRM.FollowUp_GetValues ()
Returns:
Type:array of (string)
Summary: Create New FollowUp
Description: Creates a new followup
Syntax:
Imprezian360-CRM.FollowUp_PostValue (FollowUp_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
FollowUp_PostValueParameterBody
|
|
True |
Returns:
Type:FollowUp_PostValueResponse
Summary: Retrieve followup Details
Description: Followup details
Syntax:
Imprezian360-CRM.FollowUp_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Follow Up ID) |
Follow Up ID |
True |
Returns:
Type:FollowUp_GetValueResponse
Summary: Update followup Data
Description: Updates a followup
Syntax:
Imprezian360-CRM.FollowUp_PutValue (string id, FollowUp_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Follow Up ID) |
Follow Up ID |
True |
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body |
FollowUp_PutValueParameterBody
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|
True |
Returns:
Summary: Get Item List
Description: Returns a list of all items
Syntax:
Imprezian360-CRM.ItemList_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Item
Description: All tags are required to be present, even if blank.
Syntax:
Imprezian360-CRM.ItemList_PostValue ([Optional]ItemList_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
ItemList_PostValueParameterBody
|
|
False |
Returns:
Type:ItemList_PostValueResponse
Summary: Retrieve Item Details
Description: Details about a specific item
Syntax:
Imprezian360-CRM.ItemList_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Item Id) |
Item id |
True |
Returns:
Type:ItemList_GetValueResponse
Summary: Update Item Data
Description: Updates an existing item
Syntax:
Imprezian360-CRM.ItemList_PutValue (string id, [Optional]ItemList_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Item ID) |
Item ID |
True |
|
|
body |
ItemList_PutValueParameterBody
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|
False |
Returns:
Summary: Get Active Leads
Description: Returns a list of active sales leads
Syntax:
Imprezian360-CRM.Lead_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Lead
Description: Creates a new sales lead
Syntax:
Imprezian360-CRM.Lead_PostValue ([Optional]Lead_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
|
|
False |
Returns:
Summary: Retrieve Lead Details
Description: retrieves the lead details
Syntax:
Imprezian360-CRM.Lead_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Lead ID) |
Lead ID |
True |
Returns:
Summary: Update Lead Data
Description: Update an existing sales lead
Syntax:
Imprezian360-CRM.Lead_PutValue (string id, Lead_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Lead ID) |
Lead ID |
True |
|
|
body |
|
|
True |
Returns:
Summary: Get Member List
Description: Marketing campaign members
Syntax:
Imprezian360-CRM.Members_GetValues (string type)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
type |
string (Supply L, C or B (required))Values: [C, L, B] |
Type of campaign member (Lead, Contact or Both) |
True |
Returns:
Type:array of (string)
Summary: Add New Member
Description: Adds a marketing campaign member
Syntax:
Imprezian360-CRM.Members_PostValue (Members_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
Members_PostValueParameterBody
|
|
True |
Returns:
Type:Members_PostValueResponse
Summary: Retrieve Member Details
Description: retrieve details about a member
Syntax:
Imprezian360-CRM.Members_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Id of member) |
Id of member |
True |
Returns:
Summary: Remove Campaign Member
Description: Removes a marketing campaign member
Syntax:
Imprezian360-CRM.Members_PutValue (string id, Members_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Member ID) |
Member ID |
True |
|
|
body |
|
|
True |
Returns:
Summary: Get Shipment List
Description: Returns a list of shipments
Syntax:
Imprezian360-CRM.Shipping_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Shipment
Description: Creates a shipment
Syntax:
Imprezian360-CRM.Shipping_PostValue (Shipping_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
Shipping_PostValueParameterBody
|
|
True |
Returns:
Type:Shipping_PostValueResponse
Summary: Retrieve Shipment Details
Description: get shipment details
Syntax:
Imprezian360-CRM.Shipping_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Order ID) |
desired Order ID |
True |
Returns:
Type:Shipping_GetValueResponse
Summary: Update Shipment Data
Description: Updates an existing shipment
Syntax:
Imprezian360-CRM.Shipping_PutValue (string id, [Optional]Shipping_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Shipment ID) |
Shipment ID |
True |
|
|
body |
Shipping_PutValueParameterBody
|
|
False |
Returns:
Summary: Get Active Orders
Description: Returns a list of active orders
Syntax:
Imprezian360-CRM.SO_GetValues ()
Returns:
Type:array of (string)
Summary: Create New Order
Description: Creates a new order
Syntax:
Imprezian360-CRM.SO_PostValue (SO_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
|
|
True |
Returns:
Type:SO_PostValueResponse
Summary: Retrieve Order Details
Description: Retrieve details of an order
Syntax:
Imprezian360-CRM.SO_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (SalesOrder ID) |
id of salesorder |
True |
Returns:
Type:SO_GetValueResponse
Summary: Update Order Data
Description: Updates an existing order
Syntax:
Imprezian360-CRM.SO_PutValue (string id, SO_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Order ID) |
Order ID |
True |
|
|
body |
|
|
True |
Returns:
Summary: Get WorkOrder List
Description: List of workorders
Syntax:
Imprezian360-CRM.WorkOrder_GetValues ()
Returns:
Type:array of (string)
Summary: Create New WorkOrder
Description: New Work-Order
Syntax:
Imprezian360-CRM.WorkOrder_PostValue (WorkOrder_PostValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
body |
WorkOrder_PostValueParameterBody
|
|
True |
Returns:
Type:WorkOrder_PostValueResponse
Summary: Retrieve WorkOrder Details
Description: Returns details of a WO
Syntax:
Imprezian360-CRM.WorkOrder_GetValue (string id)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (Workorder ID) |
id of workorder |
True |
Returns:
Type:WorkOrder_GetValueResponse
Summary: Update WorkOrder Data
Description: Updates an existing WO
Syntax:
Imprezian360-CRM.WorkOrder_PutValue (string id, [Optional]WorkOrder_PutValueParameterBody body)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
id |
string (WorkOrder ID) |
Workorder ID |
True |
|
|
body |
WorkOrder_PutValueParameterBody
|
|
False |
Returns:
Summary: New Sales Lead Created
Description: triggers when a new sales lead is created
Syntax:
Imprezian360-CRM.New-Sales-Lead ()
Returns:
Type:array of (New-Sales-LeadResponseItem)
Summary: New Marketing Campaign Created
Description: triggers when a new marketing campaign is created
Syntax:
Imprezian360-CRM.New-Marketing-Campaign ()
Returns:
Type:array of (New-Marketing-CampaignResponseItem)
Summary: New Lead Campaign Members
Description: triggers when a lead has been added to a campaign
Syntax:
Imprezian360-CRM.New-Members-Leads (integer PromotionID)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
PromotionID |
integer(int32) (Specify the campaign ID) |
Campaign ID |
True |
Returns:
Type:array of (New-Members-LeadsResponseItem)
Summary: New Sales Order Created
Description: triggers when a new sales order is created
Syntax:
Imprezian360-CRM.New-Sales-Order ()
Returns:
Type:array of (New-Sales-OrderResponseItem)
Summary: New Proposal Created
Description: triggers when a new proposal is created
Syntax:
Imprezian360-CRM.New-Proposal-Created ()
Returns:
Type:array of (New-Proposal-CreatedResponseItem)
Summary: Order Status Has Changed
Description: triggers when the custom status of a quote or order changes
Syntax:
Imprezian360-CRM.Order-Status-Changed (string Status)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
Status |
string (Enter the desired SO Status) |
Status Text for Search |
True |
Returns:
Type:array of (Order-Status-ChangedResponseItem)
Summary: Order In History
Description: triggers when an order is complete and in history
Syntax:
Imprezian360-CRM.Order-In-History ()
Returns:
Type:array of (Order-In-HistoryResponseItem)
Summary: Order In Processing
Description: triggers when an order enters the processing phase
Syntax:
Imprezian360-CRM.Order-In-Processing ()
Returns:
Type:array of (Order-In-ProcessingResponseItem)
Summary: Order Is Shipping
Description: triggers when an order enters the shipping phase
Syntax:
Imprezian360-CRM.Order-Is-Shipping ()
Returns:
Type:array of (Order-Is-ShippingResponseItem)
Summary: Proposal Needs Approval
Description: triggers when a proposal enters the approval phase
Syntax:
Imprezian360-CRM.Proposal-Needs-Approval ()
Returns:
Type:array of (Proposal-Needs-ApprovalResponseItem)
Summary: WorkOrder Closed
Description: triggers when a workorder is closed
Syntax:
Imprezian360-CRM.WorkOrder-Closed ()
Returns:
Type:array of (WorkOrder-ClosedResponseItem)
Summary: WorkOrder Created
Description: triggers when a workorder is created
Syntax:
Imprezian360-CRM.WorkOrder-Created ()
Returns:
Type:array of (WorkOrder-CreatedResponseItem)
Summary: WorkOrder is Past Due
Description: triggers when a workorder is past the due date
Syntax:
Imprezian360-CRM.WorkOrder-Past-Due ()
Returns:
Type:array of (WorkOrder-Past-DueResponseItem)
Summary: WorkOrder Status Changed
Description: triggers when the status of the workorder has changed
Syntax:
Imprezian360-CRM.WorkOrder-Status-Changed (string Status)
Parameters:
|
Name |
Type |
Summary |
Required |
Related Action |
|
Status |
string (The desired WO Status) |
Enter WO Status Text |
True |
Returns:
Type:array of (WorkOrder-Status-ChangedResponseItem)
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
PromoID |
string
|
PromoID |
|
Campaign Manager |
string
|
Campaign Manager |
|
IS INACTIVE |
string
|
IS INACTIVE |
|
IN HISTORY |
string
|
IN HISTORY |
|
Used For Discounting |
string
|
Used For Discounting |
|
Used For Mail Broadcasting |
string
|
Used For Mail Broadcasting |
|
budget |
string
|
budget |
|
Promotion Type |
string
|
Promotion Type |
|
description |
string
|
description |
|
Employee Name |
string
|
Employee Name |
|
Start Date |
string
|
Start Date |
|
Expiration Date |
string
|
Expiration Date |
|
Revenue |
string
|
Revenue |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
description |
string
|
A description of the campaign |
|
startdate |
string(date)
|
The start date of the campaign |
|
expires |
string(date)
|
Date the campaign expires |
|
budget |
number(float)
|
The total budget for the campaign |
|
promotype |
string
|
The type or category of the campaign (such as Google Search) |
|
manager |
string
|
The employee who manages the campaign |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
description |
string
|
Updated description for the campaign |
|
startdate |
string
|
What is the campaign start date |
|
expires |
string
|
Updated expiration for the campaign |
|
budget |
number(float)
|
Updated budget for the campaign |
|
manager |
string
|
Which employee manages the campaign |
|
history |
boolean
|
Is the campaign in history |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Direction |
string
|
Direction |
|
account |
string
|
account |
|
Account Name |
string
|
Account Name |
|
Contact Name |
string
|
Contact Name |
|
Start Date |
string
|
Start Date |
|
End Date |
string
|
End Date |
|
Employee Name |
string
|
Employee Name |
|
Type |
string
|
Type |
|
Length |
string
|
Length |
|
Subject |
string
|
Subject |
|
Content |
string
|
Content |
|
Billed |
string
|
Billed |
|
Work Order |
string
|
Work Order |
|
Sales Order |
string
|
Sales Order |
|
Sales Lead |
string
|
Sales Lead |
|
Project ID |
string
|
Project ID |
|
Recipient |
string
|
Recipient |
|
cc |
string
|
cc |
|
Bcc |
string
|
Bcc |
|
CallNumber |
string
|
CallNumber |
|
RecordID |
string
|
RecordID |
|
Company Name |
string
|
Company Name |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
contactid |
string
|
The contact ID of the communication (blank for lead) |
|
leadid |
string
|
The Lead ID of the communication (zero for contact based) |
|
type |
string
|
E-Mail, Phone-call, etc Values: [E-mail, Phone-Call, Fax, Tweet, Facebook, Other] |
|
subject |
string
|
Subject of communication |
|
body |
string
|
body |
|
employee |
string
|
CRM Employee name who performed action |
|
starttime |
string
|
starttime |
|
endtime |
string
|
endtime |
|
workorder |
string
|
Work order number of communication |
|
project |
string
|
Project linked to communication |
|
campaign |
string
|
The marketing campaign linked to the communication |
|
length |
number
|
length |
|
billed |
boolean
|
Has the communication entry been billed by the CRM |
|
inbound |
boolean
|
Is communication inbound (false = outbound) |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
type |
string
|
The type of the event Values: [E-mail, Phone-Call, Fax, Tweet, Facebook, Other] |
|
subject |
string
|
The subject of the event |
|
body |
string
|
The message content |
|
employee |
string
|
The employee name that performed the action |
|
starttime |
string
|
The event start date/time |
|
endtime |
string
|
The end time of the communication |
|
workorder |
string
|
The work order number linked to the event |
|
project |
string
|
The project ID of the communication |
|
campaign |
string
|
The ID of the linked campaign |
|
length |
number
|
How long the event took place |
|
billed |
boolean
|
Has entry been invoiced in the CRM |
|
inbound |
boolean
|
Was the communication inbound |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
account |
string
|
account |
|
sal |
string
|
sal |
|
firstname |
string
|
firstname |
|
middlename |
string
|
middlename |
|
title |
string
|
title |
|
lastname |
string
|
lastname |
|
company |
string
|
company |
|
addr1 |
string
|
addr1 |
|
addr2 |
string
|
addr2 |
|
city |
string
|
city |
|
state |
string
|
state |
|
postal |
string
|
postal |
|
email1 |
string
|
email1 |
|
email2 |
string
|
email2 |
|
email3 |
string
|
email3 |
|
email4 |
string
|
email4 |
|
phonetype1 |
string
|
phonetype1 |
|
phone1 |
string
|
phone1 |
|
phonetype2 |
string
|
phonetype2 |
|
phone2 |
string
|
phone2 |
|
phonetype3 |
string
|
phonetype3 |
|
phone3 |
string
|
phone3 |
|
phonetype4 |
string
|
phonetype4 |
|
phone4 |
string
|
phone4 |
|
remark |
string
|
remark |
|
notes |
string
|
notes |
|
campaign |
string
|
campaign |
|
category |
string
|
category |
|
market |
string
|
market |
|
territory |
string
|
territory |
|
salesrep |
string
|
salesrep |
|
lastcontact |
string(date-time)
|
lastcontact |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
sal |
string
|
sal |
|
firstname |
string
|
firstname |
|
middlename |
string
|
middlename |
|
title |
string
|
title |
|
lastname |
string
|
lastname |
|
company |
string
|
company |
|
addr1 |
string
|
addr1 |
|
addr2 |
string
|
addr2 |
|
city |
string
|
city |
|
state |
string
|
state |
|
postal |
string
|
postal |
|
email1 |
string
|
email1 |
|
email2 |
string
|
email2 |
|
email3 |
string
|
email3 |
|
email4 |
string
|
email4 |
|
phonetype1 |
string
|
phonetype1 |
|
phone1 |
string
|
phone1 |
|
phonetype2 |
string
|
phonetype2 |
|
phone2 |
string
|
phone2 |
|
phonetype3 |
string
|
phonetype3 |
|
phone3 |
string
|
phone3 |
|
phonetype4 |
string
|
phonetype4 |
|
phone4 |
string
|
phone4 |
|
remark |
string
|
remark |
|
notes |
string
|
notes |
|
campaign |
string
|
campaign |
|
category |
string
|
category |
|
market |
string
|
market |
|
territory |
string
|
territory |
|
salesrep |
string
|
salesrep |
|
lastcontact |
string(date-time)
|
lastcontact |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
account |
string
|
account |
|
RecallID |
string
|
RecallID |
|
Employee Name |
string
|
Employee Name |
|
SET FOR |
string
|
SET FOR |
|
SET BY |
string
|
SET BY |
|
SET ON |
string
|
SET ON |
|
IS CLEARED |
string
|
IS CLEARED |
|
Cleared By |
string
|
Cleared By |
|
Cleared On |
string
|
Cleared On |
|
ACCOUNT TYPE |
string
|
ACCOUNT TYPE |
|
Priority |
string
|
Priority |
|
TYPE |
string
|
TYPE |
|
Details |
string
|
Details |
|
Account Name |
string
|
Account Name |
|
First Name |
string
|
First Name |
|
Last Name |
string
|
Last Name |
|
Company Name |
string
|
Company Name |
|
FollowUp Date |
string
|
FollowUp Date |
|
Reminder Time |
string
|
Reminder Time |
|
WORK ORDER |
string
|
WORK ORDER |
|
Sales Lead |
string
|
Sales Lead |
|
Project ID |
string
|
Project ID |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
contactid |
string
|
The contact ID linked to the followup (blank for lead) |
|
leadid |
string
|
The lead ID of the followup (0 for contact) |
|
type |
string
|
The type of the follow up (Call Back, GoToMeeting, etc) |
|
comments |
string
|
Comments or Instructions related to the followup |
|
assignedto |
string
|
The employee name assigned to the followup |
|
setby |
string
|
The employee name that set the followup |
|
duedate |
string
|
The due date of the followup |
|
urgent |
boolean
|
Is this followup urgent |
|
reminderminutes |
number
|
Number of minutes before event for reminder (0 = none) |
|
cleared |
boolean
|
Is this followup Cleared |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
type |
string
|
The type of the followup (call back, gotomeeting, etc) |
|
comments |
string
|
Comments or Instructions related to followup |
|
assignedto |
string
|
Employee name assigned to followup |
|
setby |
string
|
Name of employee who set the followup |
|
duedate |
string
|
Due date of followup |
|
urgent |
string
|
Is this followup Urgent |
|
reminderminutes |
number
|
Reminder minutes of followup (0=none) |
|
cleared |
boolean
|
Is this followup cleared |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Code |
string
|
Code |
|
Model Number |
string
|
Model Number |
|
Description |
string
|
Description |
|
Sales Description |
string
|
Sales Description |
|
Purchase Description |
string
|
Purchase Description |
|
Item Type |
string
|
Item Type |
|
Base Price |
string
|
Base Price |
|
Avg Cost |
string
|
Avg Cost |
|
Primary Category |
string
|
Primary Category |
|
Category2 |
string
|
Category2 |
|
Category3 |
string
|
Category3 |
|
Category4 |
string
|
Category4 |
|
Category5 |
string
|
Category5 |
|
Base UOM |
string
|
Base UOM |
|
Sell UOM |
string
|
Sell UOM |
|
Buy UOM |
string
|
Buy UOM |
|
Base Warehouse |
string
|
Base Warehouse |
|
On Hand |
string
|
On Hand |
|
On SO |
string
|
On SO |
|
Bad |
string
|
Bad |
|
On WO |
string
|
On WO |
|
On PO |
string
|
On PO |
|
Available |
string
|
Available |
|
Taxable |
string
|
Taxable |
|
Tax 2 |
string
|
Tax 2 |
|
Pays Commission |
string
|
Pays Commission |
|
Fixed Price |
string
|
Fixed Price |
|
Discounting Prohibited |
string
|
Discounting Prohibited |
|
Call For Price |
string
|
Call For Price |
|
Call For Cost |
string
|
Call For Cost |
|
Gratis Item |
string
|
Gratis Item |
|
Hidden on Printouts |
string
|
Hidden on Printouts |
|
Exclude From Margin |
string
|
Exclude From Margin |
|
Track Serial Numbers |
string
|
Track Serial Numbers |
|
Serialization Mode |
string
|
Serialization Mode |
|
Serial Number Required |
string
|
Serial Number Required |
|
Prohibit Duplicate Serial Numbers |
string
|
Prohibit Duplicate Serial Numbers |
|
Expiration Date Applies |
string
|
Expiration Date Applies |
|
Shipping Charges Apply |
string
|
Shipping Charges Apply |
|
Item must ship seperately |
string
|
Item must ship seperately |
|
Group Ship Items |
string
|
Group Ship Items |
|
Drop-Ship From Vendor |
string
|
Drop-Ship From Vendor |
|
Height |
string
|
Height |
|
Width |
string
|
Width |
|
Depth |
string
|
Depth |
|
Weight |
string
|
Weight |
|
Box Limit |
string
|
Box Limit |
|
Lead Time |
string
|
Lead Time |
|
Last Cost |
string
|
Last Cost |
|
Reorder Point |
string
|
Reorder Point |
|
Item Message |
string
|
Item Message |
|
ON SALE |
string
|
ON SALE |
|
IS ASSEMBLY |
string
|
IS ASSEMBLY |
|
Manufacturer Part Number |
string
|
Manufacturer Part Number |
|
OEM |
string
|
OEM |
|
BIN Location |
string
|
BIN Location |
|
Primary Vendor |
string
|
Primary Vendor |
|
Vendor 1 Part # |
string
|
Vendor 1 Part # |
|
Vendor 1 Descrip |
string
|
Vendor 1 Descrip |
|
Vendor 1 Cost |
string
|
Vendor 1 Cost |
|
Vendor 1 Date Cost Verified |
string
|
Vendor 1 Date Cost Verified |
|
Vendor 2 |
string
|
Vendor 2 |
|
Vendor 2 Part # |
string
|
Vendor 2 Part # |
|
Vendor 2 Descrip |
string
|
Vendor 2 Descrip |
|
Vendor 2 Cost |
string
|
Vendor 2 Cost |
|
Vendor 2 Date Cost Verified |
string
|
Vendor 2 Date Cost Verified |
|
Vendor 3 |
string
|
Vendor 3 |
|
Vendor 3 Part # |
string
|
Vendor 3 Part # |
|
Vendor 3 Descrip |
string
|
Vendor 3 Descrip |
|
Vendor 3 Cost |
string
|
Vendor 3 Cost |
|
Vendor 3 Date Cost Verified |
string
|
Vendor 3 Date Cost Verified |
|
Vendor 4 |
string
|
Vendor 4 |
|
Vendor 4 Part # |
string
|
Vendor 4 Part # |
|
Vendor 4 Descrip |
string
|
Vendor 4 Descrip |
|
Vendor 4 Cost |
string
|
Vendor 4 Cost |
|
Vendor 4 Date Cost Verified |
string
|
Vendor 4 Date Cost Verified |
|
Vendor 5 |
string
|
Vendor 5 |
|
Vendor 5 Part # |
string
|
Vendor 5 Part # |
|
Vendor 5 Descrip |
string
|
Vendor 5 Descrip |
|
Vendor 5 Cost |
string
|
Vendor 5 Cost |
|
Vendor 5 Date Cost Verified |
string
|
Vendor 5 Date Cost Verified |
|
Price Level Mode |
string
|
Price Level Mode |
|
Price Level 2 |
string
|
Price Level 2 |
|
Price Level 3 |
string
|
Price Level 3 |
|
Price Level 4 |
string
|
Price Level 4 |
|
Price Level 5 |
string
|
Price Level 5 |
|
Price Level 6 |
string
|
Price Level 6 |
|
Price Level 7 |
string
|
Price Level 7 |
|
Price Level 8 |
string
|
Price Level 8 |
|
Price Level 9 |
string
|
Price Level 9 |
|
Price Level 10 |
string
|
Price Level 10 |
|
Price Level 11 |
string
|
Price Level 11 |
|
Price Level 12 |
string
|
Price Level 12 |
|
Price Level 13 |
string
|
Price Level 13 |
|
Price Level 14 |
string
|
Price Level 14 |
|
Price Level 15 |
string
|
Price Level 15 |
|
Price Level 16 |
string
|
Price Level 16 |
|
Price Level 17 |
string
|
Price Level 17 |
|
Price Level 18 |
string
|
Price Level 18 |
|
Price Level 19 |
string
|
Price Level 19 |
|
Price Level 20 |
string
|
Price Level 20 |
|
Quantity Level 1 |
string
|
Quantity Level 1 |
|
Quantity Price 1 |
string
|
Quantity Price 1 |
|
Quantity Price Level 1 |
string
|
Quantity Price Level 1 |
|
Quantity Level 2 |
string
|
Quantity Level 2 |
|
Quantity Price 2 |
string
|
Quantity Price 2 |
|
Quantity Price Level 2 |
string
|
Quantity Price Level 2 |
|
Quantity Level 3 |
string
|
Quantity Level 3 |
|
Quantity Price 3 |
string
|
Quantity Price 3 |
|
Quantity Price Level 3 |
string
|
Quantity Price Level 3 |
|
Quantity Level 4 |
string
|
Quantity Level 4 |
|
Quantity Price 4 |
string
|
Quantity Price 4 |
|
Quantity Price Level 4 |
string
|
Quantity Price Level 4 |
|
Quantity Level 5 |
string
|
Quantity Level 5 |
|
Quantity Price 5 |
string
|
Quantity Price 5 |
|
Quantity Price Level 5 |
string
|
Quantity Price Level 5 |
|
Quantity Level 6 |
string
|
Quantity Level 6 |
|
Quantity Price 6 |
string
|
Quantity Price 6 |
|
Quantity Price Level 6 |
string
|
Quantity Price Level 6 |
|
Quantity Level 7 |
string
|
Quantity Level 7 |
|
Quantity Price 7 |
string
|
Quantity Price 7 |
|
Quantity Price Level 7 |
string
|
Quantity Price Level 7 |
|
Quantity Level 8 |
string
|
Quantity Level 8 |
|
Quantity Price 8 |
string
|
Quantity Price 8 |
|
Quantity Price Level 8 |
string
|
Quantity Price Level 8 |
|
Quantity Level 9 |
string
|
Quantity Level 9 |
|
Quantity Price 9 |
string
|
Quantity Price 9 |
|
Quantity Price Level 9 |
string
|
Quantity Price Level 9 |
|
Quantity Level 10 |
string
|
Quantity Level 10 |
|
Quantity Price 10 |
string
|
Quantity Price 10 |
|
Quantity Price Level 10 |
string
|
Quantity Price Level 10 |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
modelno |
string
|
The part number, Model Number or SKU of the item |
|
descrip |
string
|
Sales description of item |
|
itemtype |
string
|
The type of the item (Inventory,NonInv,Misc,Discount,Service) Values: [I, N, M, D, S] |
|
price |
number
|
The sales price of the item |
|
cost |
number
|
Last and Average cost of item |
|
vendor |
string
|
The vendor name purchased from |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
id |
string New Code ID |
New Code ID |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
descrip |
string
|
The updated description for the item |
|
price |
number
|
The updated price for the item |
|
cost |
number
|
The updated average and last cost of the item |
|
vendor |
string
|
The updated vendor for the item |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
type |
string
|
type |
|
leadid |
string
|
leadid |
|
Category |
string
|
Category |
|
recordid |
string
|
recordid |
|
Company Name |
string
|
Company Name |
|
Salutation |
string
|
Salutation |
|
First Name |
string
|
First Name |
|
Last Name |
string
|
Last Name |
|
Address Line 1 |
string
|
Address Line 1 |
|
Address Line 2 |
string
|
Address Line 2 |
|
City |
string
|
City |
|
State |
string
|
State |
|
Postal Code |
string
|
Postal Code |
|
Country |
string
|
Country |
|
Time-Zone |
string
|
Time-Zone |
|
Latitude |
string
|
Latitude |
|
Longitude |
string
|
Longitude |
|
Title |
string
|
Title |
|
Contact Type |
string
|
Contact Type |
|
Sales Rep |
string
|
Sales Rep |
|
Phone Extension |
string
|
Phone Extension |
|
Last Contact Date |
string
|
Last Contact Date |
|
Contact Notes |
string
|
Contact Notes |
|
Quick Remark |
string
|
Quick Remark |
|
Created Date |
string
|
Created Date |
|
Market |
string
|
Market |
|
Sales Territory |
string
|
Sales Territory |
|
Primary Email |
string
|
Primary Email |
|
EMail 2 |
string
|
EMail 2 |
|
Email 3 |
string
|
Email 3 |
|
Email 4 |
string
|
Email 4 |
|
OPTOUT |
string
|
OPTOUT |
|
Phone1 |
string
|
Phone1 |
|
Phone2 |
string
|
Phone2 |
|
Phone3 |
string
|
Phone3 |
|
Phone4 |
string
|
Phone4 |
|
Promotion Memberships |
string
|
Promotion Memberships |
|
Source |
string
|
Source |
|
Source Notes |
string
|
Source Notes |
|
Website |
string
|
Website |
|
|
string
|
|
|
|
string
|
|
|
|
string
|
|
|
Product Interest |
string
|
Product Interest |
|
Assigned To Rep |
string
|
Assigned To Rep |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
sal |
string
|
Mr, Ms, etc |
|
firstname |
string
|
First Name |
|
middlename |
string
|
Optional |
|
title |
string
|
Owner, VP, etc |
|
lastname |
string
|
Last Name |
|
company |
string
|
Optional |
|
addr1 |
string
|
Address Line 1 |
|
addr2 |
string
|
Optional |
|
city |
string
|
Address City |
|
state |
string
|
State or Region |
|
postal |
string
|
Zip Code or Postal Code |
|
email1 |
string
|
Email 1 |
|
email2 |
string
|
Email 2 |
|
email3 |
string
|
Email 3 |
|
email4 |
string
|
EMail 4 |
|
phonetype1 |
string
|
Home, Work, Cell, etc |
|
phone1 |
string
|
(xxx) xxx-xxxx |
|
phonetype2 |
string
|
Work, Cell, Fax, etc |
|
phone2 |
string
|
Phone 2 |
|
phonetype3 |
string
|
Work, Cell, Fax, etc |
|
phone3 |
string
|
Phone 3 |
|
phonetype4 |
string
|
Work, Cell, Fax, Ettc |
|
phone4 |
string
|
Phone 4 |
|
remark |
string
|
A short remark |
|
notes |
string
|
General Notes |
|
campaign |
string
|
The name (not the ID) of the marketing source |
|
category |
string
|
Category for the lead (such as Hot Lead, etc) |
|
role |
string
|
Decision maker, etc |
|
market |
string
|
Description of market (Industrial, Bakeries, etc) |
|
territory |
string
|
East, North, etc |
|
salesrep |
string
|
The sales rep name (blank for unassigned) |
|
lastcontact |
string
|
date of last contact |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
sal |
string
|
Mr, Ms, Etc |
|
firstname |
string
|
First Name |
|
middlename |
string
|
optional |
|
title |
string
|
VP, Owner, Janitor, etcf |
|
lastname |
string
|
Required |
|
company |
string
|
Optional |
|
addr1 |
string
|
Address Line 1 |
|
addr2 |
string
|
Address Line 2 |
|
city |
string
|
Address City |
|
state |
string
|
State or Region |
|
postal |
string
|
Zip or postal code |
|
email1 |
string
|
Email 1 |
|
email2 |
string
|
Alternate Email |
|
email3 |
string
|
Alternate EMail |
|
email4 |
string
|
Alternate EMail |
|
phonetype1 |
string
|
Cell, Fax, etc |
|
phone1 |
string
|
(xxx) xxx-xxxx |
|
phonetype2 |
string
|
Cell, Fax, etc |
|
phone2 |
string
|
alternate phone |
|
phonetype3 |
string
|
Cell, Fax, etc |
|
phone3 |
string
|
alternate phone |
|
phonetype4 |
string
|
Cell, fax, etc |
|
phone4 |
string
|
alternate phone |
|
remark |
string
|
A short remark |
|
notes |
string
|
General notes |
|
campaign |
string
|
Description (not ID) of the marketing campaign |
|
category |
string
|
Hot Lead, etc |
|
role |
string
|
Decision Maker, etc |
|
market |
string
|
Description of market (Bakeries, Chemical Factory, etc) |
|
territory |
string
|
North, South, etc |
|
salesrep |
string
|
Blank for unassigned |
|
lastcontact |
string
|
date of last communication |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
recordid |
string
|
Record ID (numeric for lead, alpha for contact) |
|
title |
string
|
Mr, Ms, etc |
|
fname |
string
|
First name |
|
lname |
string
|
Last Name |
|
addr1 |
string
|
Address Line 1 |
|
addr2 |
string
|
Address Line 2 |
|
city |
string
|
Address City |
|
state |
string
|
State or Province |
|
zipcode |
string
|
Zip or Postal Code |
|
|
string
|
|
|
email2 |
string
|
Email 2 |
|
email3 |
string
|
Email 3 |
|
email4 |
string
|
Email 4 |
|
phone1 |
string
|
Phone 1 |
|
phone2 |
string
|
Phone 2 |
|
phone3 |
string
|
Phone 3 |
|
phone4 |
string
|
Phone 4 |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
promoid |
string
|
The ID of the campaign to link to |
|
recordtype |
string
|
L for Lead, C for Contact Values: [C, L] |
|
recordid |
string
|
Contact ID or Lead ID tied to campaign |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
operation |
string
|
only Remove supported at this time Values: [remove] |
|
recordtype |
string
|
L for Lead, C for contact Values: [L, C] |
|
promoid |
string
|
ID of campaign |
|
recordid |
string
|
Numeric id of lead or alphanumeric id of contact |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
promoid |
string
|
the Id of the returned promotion |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
lead id |
string
|
The returned lead id from the request |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Quote ID |
string
|
The quote Id of the request |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
lead id |
string
|
The lead id returned from the request |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Order ID |
string
|
Order ID |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Order ID |
string
|
the order id of the request |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Order ID |
string
|
the order id of the request |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Order ID |
string
|
the order id of the request |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Order ID |
string
|
the order id of the request |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Quote ID |
string
|
the proposal id of the request |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Customer |
string
|
Customer |
|
Order ID |
string
|
Order ID |
|
Model Number |
string
|
Model Number |
|
Descrip |
string
|
Descrip |
|
Shipped Qty |
string
|
Shipped Qty |
|
BoxID |
string
|
BoxID |
|
Tracking |
string
|
Tracking |
|
Ship Date |
string
|
Ship Date |
|
Shipped By |
string
|
Shipped By |
|
SerialData |
string
|
SerialData |
|
Ship_Company |
string
|
Ship_Company |
|
Ship_Contact |
string
|
Ship_Contact |
|
Ship_Addr1 |
string
|
Ship_Addr1 |
|
Ship_Addr2 |
string
|
Ship_Addr2 |
|
Ship_City |
string
|
Ship_City |
|
Ship_State |
string
|
Ship_State |
|
Ship_ZipCode |
string
|
Ship_ZipCode |
|
Ship_Phone |
string
|
Ship_Phone |
|
Carrier |
string
|
Carrier |
|
ShipmentID |
string
|
ShipmentID |
|
ItemID |
string
|
ItemID |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
orderid |
string
|
ID of order to ship |
|
shipdate |
string
|
Date of shipment |
|
carrier |
string
|
UPS, Fedex, etc |
|
method |
string
|
Ground, Next Day Air, etc |
|
weight |
number
|
Weight of shipment |
|
packagetype |
string
|
Other, Box, Envelope, etc |
|
reference1 |
string
|
PO Number, etc |
|
reference2 |
string
|
BOL, etc |
|
trackingnumber |
string
|
Carrier Tracking Number |
|
trackingurl |
string
|
URL to track shipment |
|
shippingcost |
number
|
Cost of shipment |
|
tohistory |
boolean
|
Is this order complete? |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
shipdate |
string
|
date of shipment |
|
carrier |
string
|
UPS, Fedex, etc |
|
method |
string
|
Ground, Next Day Air, etc |
|
weight |
number
|
weight of shipment |
|
packagetype |
string
|
Box, Envelope, etc |
|
reference1 |
string
|
PO Number,etc |
|
reference2 |
string
|
BOL number, etc |
|
trackingnumber |
string
|
Carrier Tracking Number |
|
trackingurl |
string
|
Carrier Tracking URL |
|
shippingcost |
number
|
cost of shipment |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Order ID |
string
|
Order ID |
|
PROCESSING PHASE |
string
|
PROCESSING PHASE |
|
Account |
string
|
Account |
|
Account Name |
string
|
Account Name |
|
Sales Rep |
string
|
Sales Rep |
|
Custom Status |
string
|
Custom Status |
|
Description |
string
|
Description |
|
Quotation Date |
string
|
Quotation Date |
|
Close Date |
string
|
Close Date |
|
Ship Date |
string
|
Ship Date |
|
Expiration Date |
string
|
Expiration Date |
|
Terms |
string
|
Terms |
|
Marketing Campaign |
string
|
Marketing Campaign |
|
Shipping Warehouse |
string
|
Shipping Warehouse |
|
FOB |
string
|
FOB |
|
Deposit Required |
string
|
Deposit Required |
|
Total Weight |
string
|
Total Weight |
|
Quote Amount |
string
|
Quote Amount |
|
Partial Shipments OK |
string
|
Partial Shipments OK |
|
Invoice Shipping |
string
|
Invoice Shipping |
|
IN HISTORY |
string
|
IN HISTORY |
|
IS INACTIVE |
string
|
IS INACTIVE |
|
In-Pipeline |
string
|
In-Pipeline |
|
Tax 1 |
string
|
Tax 1 |
|
Tax 2 |
string
|
Tax 2 |
|
Is Template |
string
|
Is Template |
|
Template Name |
string
|
Template Name |
|
Customer PO |
string
|
Customer PO |
|
Ship To Company |
string
|
Ship To Company |
|
Ship To Contact |
string
|
Ship To Contact |
|
Ship To Addr 1 |
string
|
Ship To Addr 1 |
|
Ship To Addr 2 |
string
|
Ship To Addr 2 |
|
Ship To State |
string
|
Ship To State |
|
Ship To Postal Code |
string
|
Ship To Postal Code |
|
Ship To Country |
string
|
Ship To Country |
|
Ship To Phone |
string
|
Ship To Phone |
|
Ship To EMail |
string
|
Ship To EMail |
|
Residential |
string
|
Residential |
|
Formatted Ship To |
string
|
Formatted Ship To |
|
Paid Amount |
string
|
Paid Amount |
|
Balance Due |
string
|
Balance Due |
|
QB Invoice Number |
string
|
QB Invoice Number |
|
Confirmed Order |
string
|
Confirmed Order |
|
Commission |
string
|
Commission |
|
TotalCost |
string
|
TotalCost |
|
Margin |
string
|
Margin |
|
Project ID |
string
|
Project ID |
|
Next Appointment |
string
|
Next Appointment |
|
Appointment With |
string
|
Appointment With |
|
linedata: |
array of (Linedata:Item)
|
linedata: |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
itemid |
string
|
itemid |
|
orderqty |
string
|
orderqty |
|
uom |
string
|
uom |
|
modelno |
string
|
modelno |
|
descrip |
string
|
descrip |
|
comments |
string
|
comments |
|
shippedqty |
string
|
shippedqty |
|
price |
string
|
price |
|
subttl |
string
|
subttl |
|
total |
string
|
total |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
orderid |
string
|
External Order ID |
|
orderdate |
string
|
Date of Order |
|
orderdescription |
string
|
External Order Description |
|
account |
string
|
Account number of customer (blank for new account) |
|
accountname |
string
|
Name of customer (becomes QB account name) |
|
salesrep |
string
|
Name of sales rep (blank for none) |
|
firstname |
string
|
Contact First Name |
|
lastname |
string
|
Contact Last Name |
|
billemail |
string
|
Email address of billing contact |
|
billaddr1 |
string
|
Address line 1 |
|
billaddr2 |
string
|
Address Line 2 |
|
billcity |
string
|
City or Region |
|
billstate |
string
|
State or province |
|
billzipcode |
string
|
zip or postal code |
|
billcountry |
string
|
Name of Country (United States, Canada, etc) |
|
billphone |
string
|
phone number of billing contact |
|
billfax |
string
|
Fax number of billing contact |
|
shipcompany |
string
|
Company Name |
|
shipcontact |
string
|
Attention Contact |
|
shipaddr1 |
string
|
Address line 1 |
|
shipaddr2 |
string
|
Address Line 2 |
|
shipcity |
string
|
Shipping City or Region |
|
shipstate |
string
|
State or Region |
|
shipzipcode |
string
|
Zip or Postal code |
|
shipcountry |
string
|
United States, Canada, etc |
|
shipphone |
string
|
shipping phone number |
|
shipemail |
string
|
Shipping EMail address |
|
orderstatus |
string
|
Primary status of incoming order Values: [quote, confirmed, shipping, history] |
|
customstatus |
string
|
In Fulfillment, Pending Review, etc |
|
taxdistrict |
string
|
CA, FL, etc |
|
taxrate |
number(float)
|
Applied tax rate |
|
campaign |
string
|
Where order originated from (Google Search, etc) |
|
ordertax |
string
|
Total tax of order |
|
shippingcost |
string
|
Shipping cost billed on cart |
|
shippingmethod |
string
|
Preferred shipping method (UPS, etc) |
|
couponamount |
number
|
amount of coupon |
|
couponcode |
string
|
Black Friday Sale, etc |
|
paymentmethod |
string
|
Visa, MC, etc |
|
comments |
string
|
comments related to order |
|
linedata |
array of (LinedataItem)
|
linedata |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
qty |
number
|
Line Item Qty |
|
modelno |
string
|
SKU of line item |
|
description |
string
|
Description of line item |
|
comments |
string
|
Item Related Comments |
|
price |
number(double)
|
Line Item Price |
|
discount |
string
|
Discount of line item (positive value) |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
comments |
string
|
appends order comments |
|
customstatus |
string
|
Pending Review, Confirmed, etc |
|
orderstatus |
string
|
quote,confirmed,shipping,history Values: [quote, confirmed, shipping, history] |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Work Order Number |
string
|
Work Order Number |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Work Order Number |
string
|
Work Order Number |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Work Order Number |
string
|
Work Order Number |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Work Order Number |
string
|
Work Order Number |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
Work Order Number |
string
|
Work Order Number |
|
IN HISTORY |
string
|
IN HISTORY |
|
INACTIVE |
string
|
INACTIVE |
|
Priority |
string
|
Priority |
|
account |
string
|
account |
|
Customer Name |
string
|
Customer Name |
|
summary |
string
|
summary |
|
Content |
string
|
Content |
|
Assigned To |
string
|
Assigned To |
|
Backup Assignment |
string
|
Backup Assignment |
|
Received Date |
string
|
Received Date |
|
Due By |
string
|
Due By |
|
Opened-By |
string
|
Opened-By |
|
CONTRACT ID |
string
|
CONTRACT ID |
|
Source |
string
|
Source |
|
Custom Status |
string
|
Custom Status |
|
Reason Code |
string
|
Reason Code |
|
Customer Reference Number |
string
|
Customer Reference Number |
|
Service-To Company |
string
|
Service-To Company |
|
Service-To Contact |
string
|
Service-To Contact |
|
Service-To Address Line 1 |
string
|
Service-To Address Line 1 |
|
Service-To Address Line 2 |
string
|
Service-To Address Line 2 |
|
Service-To City |
string
|
Service-To City |
|
Service-To State |
string
|
Service-To State |
|
Service-To Postal Code |
string
|
Service-To Postal Code |
|
Service-To Phone |
string
|
Service-To Phone |
|
Service-To Country |
string
|
Service-To Country |
|
Service-To County |
string
|
Service-To County |
|
Latitude |
string
|
Latitude |
|
Longitude |
string
|
Longitude |
|
Time-Zone |
string
|
Time-Zone |
|
Formatted Service Address |
string
|
Formatted Service Address |
|
Created Date |
string
|
Created Date |
|
Customer Email |
string
|
Customer Email |
|
Customer PO |
string
|
Customer PO |
|
Service Appointment |
string
|
Service Appointment |
|
Project ID |
string
|
Project ID |
|
Total Charge |
string
|
Total Charge |
|
Time Spent |
string
|
Time Spent |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
fromaddress |
string
|
Email address of customer requesting work order |
|
firstname |
string
|
First Name |
|
lastname |
string
|
Last Name |
|
companyname |
string
|
Company Name |
|
billaddr1 |
string
|
Address line 1 |
|
billaddr2 |
string
|
Address Line 2 |
|
billcity |
string
|
Bill city |
|
billstate |
string
|
Billing state or region |
|
billzipcode |
string
|
Bill zip or postal |
|
billcountry |
string
|
United States, Canada, etc |
|
billphone |
string
|
billing phone number |
|
billfax |
string
|
Bill fax number |
|
serviceaddr1 |
string
|
address to perform service |
|
serviceaddr2 |
string
|
address to perform service |
|
servicecity |
string
|
address to perform service |
|
servicestate |
string
|
address to perform service |
|
servicezipcode |
string
|
zip or postal code |
|
servicecountry |
string
|
address to perform service |
|
servicephone |
string
|
(xxx) xxx-xxxx |
|
receiveddate |
string
|
date time workorder was received |
|
ponumber |
string
|
Customer PO Number |
|
status |
string
|
Open,Pending Review, etc |
|
reasoncode |
string
|
Customer Request,Warranty,etc |
|
source |
string
|
EMail, web, phone call etc |
|
assignedto |
string
|
blank for unassigned |
|
backup |
string
|
blank for unassigned |
|
priority |
string
|
Work Order Priority (0 Urgent = 4 Low) Values: [0, 1, 2, 3, 4] |
|
duedate |
string
|
Work order due by date |
|
subject |
string
|
Brief summary of request |
|
body |
string
|
Descriptive text of Work Order |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
Summary:
Description:
Properties:
|
Name |
Type |
Summary |
|
ponumber |
string
|
Customer PO Number |
|
status |
string
|
Custom status (Work In Progress,etc) |
|
reasoncode |
string
|
Reason for request |
|
source |
string
|
Email,Phone,Web, etc |
|
assignedto |
string
|
The employee name the WO is assigned to |
|
backup |
string
|
The employee name of the backup technician |
|
priority |
string
|
0(Critical) to 4-(Low) Values: [0, 1, 2, 3, 4] |
|
duedate |
string
|
due by date |
|
subject |
string
|
A brief summary of the request |
|
body |
string
|
The body of the request |
|
history |
boolean
|
places workorder in history |