lib/swagger/crm-taxnexus.yaml

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swagger: "2.0"
info:
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version: 1.3.0
2021-01-08 17:11:25 +00:00
title: "crm"
description: "Customer Information Microservice"
termsOfService: "http://taxnexus.net/terms/"
contact:
email: "noc@taxnexus.net"
license:
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name: "Proprietary - Copyright (c) 2018-2021 by Taxnexus, Inc."
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securityDefinitions:
ApiKeyAuth:
type: "apiKey"
in: "header"
name: "X-API-Key"
schemes:
- "http"
basePath: "/v1"
host: "crm.fabric.tnxs.net:8080"
consumes:
- "application/json"
produces:
- "application/json"
parameters:
accountIdQuery:
description: Taxnexus Record Id of an Account
in: query
name: accountId
required: false
type: string
accountRequest:
description: An array of new Account records
in: body
name: accountRequest
required: true
schema:
$ref: "#/definitions/AccountRequest"
activeQuery:
description: Only retrieve active records?
in: query
name: active
required: false
type: boolean
companyIdQuery:
description: Taxnexus Company record ID
in: query
name: companyId
required: false
type: string
leadIdQuery:
description: Taxnexus Lead record ID
in: query
name: leadId
required: false
type: string
contactIdQuery:
description: Taxnexus Contact record ID
in: query
name: contactId
required: false
type: string
emailQuery:
description: Email address used for identity lookup
in: query
name: email
required: false
type: string
contactRequest:
description: An array of new Contact records
in: body
name: contactsRequest
required: true
schema:
$ref: "#/definitions/ContactRequest"
leadRequest:
description: An array of new Lead records
in: body
name: leadRequest
required: true
schema:
$ref: "#/definitions/LeadRequest"
companyRequest:
description: An array of new Contact records
in: body
name: companiesRequest
required: true
schema:
$ref: "#/definitions/CompanyRequest"
limitQuery:
description: "How many objects to return at one time"
format: int64
in: query
name: limit
required: false
type: integer
nameQuery:
description: The Name of this Object
in: query
name: name
required: false
type: string
offsetQuery:
description: How many objects to skip?
format: int64
in: query
name: offset
required: false
type: integer
typeQuery:
description: The Type of this Object
in: query
name: type
required: false
type: string
responses:
AccessForbidden:
description: "Access forbidden, account lacks access"
headers:
Access-Control-Allow-Origin:
type: string
schema:
$ref: "#/definitions/Error"
AccountBasicResponse:
description: Taxnexus Response with Account objects with Contacts
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
schema:
$ref: "#/definitions/AccountBasicResponse"
AccountResponse:
description: Taxnexus Response with Account objects with Contacts
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
schema:
$ref: "#/definitions/AccountResponse"
AccountObservableResponse:
description: Taxnexus Response with an array of Account objects
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
schema:
items:
$ref: "#/definitions/Account"
type: array
CompanyResponse:
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
description: Taxnexus Response with Company objects
schema:
$ref: "#/definitions/CompanyResponse"
CompanyObservableResponse:
description: Taxnexus Response with an array of Company objects
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
schema:
items:
$ref: "#/definitions/Company"
type: array
Conflict:
description: Conflict
headers:
Access-Control-Allow-Origin:
type: string
schema:
$ref: "#/definitions/Error"
ContactResponse:
description: Taxnexus Response with an array of Contact objects
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
schema:
$ref: "#/definitions/ContactResponse"
ContactObservableResponse:
description: Taxnexus Response with an array of Contact objects
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
schema:
items:
$ref: "#/definitions/Contact"
type: array
LeadResponse:
description: Taxnexus Response with an array of Lead objects
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
schema:
$ref: "#/definitions/LeadResponse"
LeadObservableResponse:
description: Taxnexus Response with an array of Lead objects
headers:
Access-Control-Allow-Origin:
type: string
Cache-Control:
type: string
schema:
items:
$ref: "#/definitions/Lead"
type: array
DeleteResponse:
description:
Taxnexus Response with Message Objects with Delete Status
headers:
Access-Control-Allow-Origin:
type: string
schema:
$ref: "#/definitions/DeleteResponse"
InvalidDataError:
headers:
Access-Control-Allow-Origin:
type: string
description: Invalid data was sent
schema:
$ref: "#/definitions/InvalidError"
NotFound:
description: Resource was not found
headers:
Access-Control-Allow-Origin:
type: string
schema:
$ref: "#/definitions/Error"
ServerError:
description: Server Internal Error
headers:
Access-Control-Allow-Origin:
type: string
schema:
$ref: "#/definitions/Error"
Unauthorized:
description: "Access unauthorized, invalid API-KEY was used"
headers:
Access-Control-Allow-Origin:
type: string
schema:
$ref: "#/definitions/Error"
UnprocessableEntity:
description: "Unprocessable Entity, likely a bad parameter"
headers:
Access-Control-Allow-Origin:
type: string
schema:
$ref: "#/definitions/Error"
CORSResponse:
description: CORS OPTIONS response
headers:
Access-Control-Allow-Origin:
type: string
Access-Control-Allow-Headers:
type: string
Access-Control-Allow-Methods:
type: string
Access-Control-Expose-Headers:
type: string
Access-Control-Max-Age:
type: string
Access-Control-Allow-Credentials:
type: string
Cache-Control:
type: string
paths:
/accounts:
delete:
description: Delete Taxnexus Account record
operationId: deleteAccount
parameters:
- $ref: "#/parameters/accountIdQuery"
responses:
"200":
$ref: "#/responses/DeleteResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Delete An Account
tags:
- Accounts
get:
description: Return a list of all available Accounts
operationId: getAccounts
parameters:
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/nameQuery"
- $ref: "#/parameters/offsetQuery"
- $ref: "#/parameters/activeQuery"
- $ref: "#/parameters/accountIdQuery"
- $ref: "#/parameters/emailQuery"
responses:
"200":
$ref: "#/responses/AccountResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Get a list of accounts
tags:
- Accounts
options:
description: CORS support
operationId: accountOptions
responses:
"200":
$ref: "#/responses/CORSResponse"
tags:
- cors
post:
description: Account record to be added
operationId: postAccounts
parameters:
- $ref: "#/parameters/accountRequest"
responses:
"200":
$ref: "#/responses/AccountResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Add a new account to Taxnexus
tags:
- Accounts
put:
description: Update a single account specified by accountId
operationId: putAccount
parameters:
- $ref: "#/parameters/accountRequest"
responses:
"200":
$ref: "#/responses/AccountResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Update a single account
tags:
- Accounts
/accounts/observable:
get:
description: A list of accounts in a simple JSON array
operationId: getAccountsObservable
parameters:
- $ref: "#/parameters/nameQuery"
- $ref: "#/parameters/activeQuery"
- $ref: "#/parameters/accountIdQuery"
- $ref: "#/parameters/emailQuery"
responses:
"200":
$ref: "#/responses/AccountObservableResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Get Taxnexus Accounts in an observable array
tags:
- Accounts
options:
description: CORS support
operationId: accountOptionsObservable
responses:
"200":
$ref: "#/responses/CORSResponse"
tags:
- cors
/companies:
get:
description: Retrieve Company records from the datastore
operationId: getCompanies
parameters:
- $ref: "#/parameters/companyIdQuery"
responses:
"200":
$ref: "#/responses/CompanyResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Get Company records
tags:
- Companies
options:
description: CORS support
operationId: companyOptions
responses:
"200":
$ref: "#/responses/CORSResponse"
tags:
- cors
post:
description: Add new companies
operationId: postCompanies
parameters:
- $ref: "#/parameters/companyRequest"
responses:
"200":
$ref: "#/responses/CompanyResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Add new companies
tags:
- Companies
/companies/observable:
get:
description: A list of companies in a simple JSON array
operationId: getCompaniesObservable
parameters:
- $ref: "#/parameters/companyIdQuery"
responses:
"200":
$ref: "#/responses/CompanyObservableResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Get Taxnexus Companies in an observable array
tags:
- Companies
options:
description: CORS support
operationId: companyObservableOptions
responses:
"200":
$ref: "#/responses/CORSResponse"
tags:
- cors
/contacts:
delete:
description: Delete Taxnexus Contact record
operationId: deleteContact
parameters:
- $ref: "#/parameters/contactIdQuery"
responses:
"200":
$ref: "#/responses/DeleteResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Delete a Contact
tags:
- Contacts
get:
description: Return a list of all available Contacts
operationId: getContacts
parameters:
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
- $ref: "#/parameters/contactIdQuery"
- $ref: "#/parameters/activeQuery"
- $ref: "#/parameters/emailQuery"
- $ref: "#/parameters/nameQuery"
responses:
"200":
$ref: "#/responses/ContactResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Get a list of contacts
tags:
- Contacts
options:
description: CORS support
operationId: contactOptions
responses:
"200":
$ref: "#/responses/CORSResponse"
tags:
- cors
post:
description: Contact record to be added
operationId: postContacts
parameters:
- $ref: "#/parameters/contactRequest"
responses:
"200":
$ref: "#/responses/ContactResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Add new contacts
tags:
- Contacts
put:
description: Update Contact records
operationId: putContacts
parameters:
- $ref: "#/parameters/contactRequest"
responses:
"200":
$ref: "#/responses/ContactResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Update Contact
tags:
- Contacts
/contacts/observable:
get:
description: A list of contacts in a simple JSON array
operationId: getContactsObservable
parameters:
- $ref: "#/parameters/contactIdQuery"
- $ref: "#/parameters/activeQuery"
- $ref: "#/parameters/emailQuery"
- $ref: "#/parameters/nameQuery"
responses:
"200":
$ref: "#/responses/ContactObservableResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Get Taxnexus Contacts in an observable array
tags:
- Contacts
options:
description: CORS support
operationId: contactOptionsObservable
responses:
"200":
$ref: "#/responses/CORSResponse"
tags:
- cors
/leads:
delete:
description: Delete Taxnexus Lead record
operationId: deleteLead
parameters:
- $ref: "#/parameters/leadIdQuery"
responses:
"200":
$ref: "#/responses/DeleteResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Delete a Contact
tags:
- Leads
get:
description: Return a list of all available Leads
operationId: getLeads
parameters:
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
- $ref: "#/parameters/leadIdQuery"
- $ref: "#/parameters/emailQuery"
- $ref: "#/parameters/nameQuery"
responses:
"200":
$ref: "#/responses/LeadResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Get a list of contacts
tags:
- Leads
options:
description: CORS support
operationId: leadOptions
responses:
"200":
$ref: "#/responses/CORSResponse"
tags:
- cors
post:
description: Lead records to be added
operationId: postLeads
parameters:
- $ref: "#/parameters/leadRequest"
responses:
"200":
$ref: "#/responses/LeadResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Add new Leads
tags:
- Leads
put:
description: Update Lead records
operationId: putLeads
parameters:
- $ref: "#/parameters/leadRequest"
responses:
"200":
$ref: "#/responses/LeadResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Update Leads
tags:
- Leads
/leads/observable:
get:
description: A list of leads in a simple JSON array
operationId: getLeadsObservable
parameters:
- $ref: "#/parameters/leadIdQuery"
- $ref: "#/parameters/emailQuery"
- $ref: "#/parameters/nameQuery"
responses:
"200":
$ref: "#/responses/LeadObservableResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
security:
- ApiKeyAuth: []
summary: Get Taxnexus Leads in an observable array
tags:
- Leads
options:
description: CORS support
operationId: leadOptionsObservable
responses:
"200":
$ref: "#/responses/CORSResponse"
tags:
- cors
definitions:
Account:
properties:
AccountNumber:
description: Account Number
type: string
AccountSource:
description: The marketing orgin of this account
type: string
Active:
description: Active
type: boolean
AdministrativeLevel:
description:
"For tax authorities, this account's administrative level,
e.g. Local, County, State or Federal"
type: string
Amount:
description: Rollup Tax Amount
format: double
type: number
AmountInvoiced:
description: Amount Invoiced
format: double
type: number
AmountPaid:
description: Amount Paid
format: double
type: number
AnnualRevenue:
description: Annual Revenue Estimate
format: double
type: number
Balance:
description: Account Balance
format: double
type: number
BillingAddress:
$ref: "#/definitions/Address"
BillingContactID:
description: Contact ID
type: string
BillingPreference:
description: Billing Preference
type: string
BusinessAddress:
$ref: "#/definitions/Address"
CannabisCustomer:
description: Is this a cannabis customer?
type: boolean
ChannelProgramLevelName:
description: Channel Program Level Name
type: string
ChannelProgramName:
description: Channel Program Name
type: string
ClientEndDate:
description: Client End Date
type: string
ClientStartDate:
description: Client Start Date
type: string
CompanyID:
description: The Company ID of this Account
type: string
CoordinateID:
description: The Id of the geo coordinates of this account
type: string
CreatedByID:
description: Created By User ID
type: string
CreatedDate:
description: Created Date
type: string
CustomerID:
description: Customer ID from source system
type: string
CustomerPriority:
description: Customer Priority
type: string
DBA:
description: This Account's 'Doing Business As' name
type: string
DUNSNumber:
description: D-U-N-S Number
type: string
DandBCompanyID:
description: D-n-B Company
type: string
DefaultAddress:
$ref: "#/definitions/Address"
DefaultBackendID:
description: Default Backend ID
type: string
DefaultDeliveryContactID:
description: Default Delivery Address Contact ID
type: string
DefaultEndUserID:
description: Default End User Contact ID
type: string
Description:
description: Description
type: string
EIN:
description: EIN
type: string
Email:
description: Main Account Email
type: string
EnrollmentStatus:
description: Enrollment Status
type: string
Fax:
description: Fax
type: string
ID:
description: Taxnexus Account Id
type: string
ISPCustomer:
description: ISP Customer?
type: boolean
Industry:
description: Industry
type: string
IsCustomerPortal:
description: Customer Portal Account
type: boolean
IsPartner:
description: Partner Account
type: boolean
JigSaw:
description: Data.com Key
type: string
LastModifiedByID:
description: Last Modified By User ID
type: string
LastModifiedDate:
description: Last Modified Date
type: string
MSPCustomer:
description: MSP Customer?
type: boolean
NAICSCode:
description: NAICS Code
type: string
NAICSDesc:
description: NAICS Description
type: string
Name:
description: Account Name
type: string
NumberOfEmployees:
description: Employee Count Estimate
format: int64
type: number
NumberOfLocations:
description: Number of Locations Estimate
format: int64
type: number
OpenCharges:
description: Open Charges
format: double
type: number
OrderContactID:
description: Vendor Order Contact ID
type: string
OrderEmail:
description: Order Email
type: string
OwnerID:
description: Account Owner User ID
type: string
Ownership:
description: Ownership
type: string
ParentFK:
description: Parent Foreign Key
type: string
ParentID:
description: Parent Account
type: string
Phone:
description: Phone
type: string
PlaceID:
description:
The ID of the Place situs record that applies to this Account
type: string
PreparerID:
description: Tax Preparer Contact ID
type: string
Rating:
description: Rating
type: string
RatingEngineID:
description: Rating Engine identifier
type: string
Ref:
description: External Reference ID
type: string
RevenueBase:
description: Rollup Revenue Base
format: double
type: number
RevenueNet:
description: Rollup Revenue Net
format: double
type: number
RevenueNotTaxable:
description: Rollup Revenue Not Taxable
format: double
type: number
SIC:
description: SIC Code
type: string
SICDesc:
description: SIC Description
type: string
ShippingAddress:
$ref: "#/definitions/Address"
ShippingCensusTract:
description: Shipping Census Tract
type: string
ShippingConactID:
description: Shipping Contact ID
type: string
ShippingCounty:
description: Shipping County
type: string
Site:
description: Account Site
type: string
Status:
description: Account Status
type: string
TaxExemption:
description: Tax Exemption
type: string
TaxOnTax:
description: Rollup Tax On Tax
format: double
type: number
TelecomCustomer:
description: Telecom Customer?
type: boolean
TenantID:
description: Tenant Identifier
type: string
TickerSymbol:
description: Ticker Symbol
type: string
TradeStyle:
description: Tradestyle
type: string
Type:
description: Type
type: string
UnappliedPayments:
description: Unapplied Payments
format: double
type: number
UnitBase:
description: Rollup Unit Base
type: number
UpsellOpportunity:
description: Upsell Opportunity
type: string
WHMCSClientID:
description: WHMCS Client ID
format: int64
type: number
Website:
description: Website
type: string
XeroContactID:
description: Xero Contact ID
type: string
YearStarted:
description: Year Started
type: string
type: object
AccountBasic:
properties:
AccountNumber:
description: "Taxnexus Account Number of the OEM/Reseller "
type: string
BillingAddress:
$ref: "#/definitions/Address"
BillingContactID:
description: Contact ID
type: string
CompanyID:
description: Taxnexus OEM/Reseller Record Id
type: string
CoordinateID:
description:
The id of the Coordinate of the business establishment
type: string
CustomerID:
description: Taxpayer Customer Id designated by OEM/Reseller
type: string
DefaultAddress:
$ref: "#/definitions/Address"
type: string
DefaultBackendID:
description: Default Backend ID
type: string
DefaultDeliveryContactID:
description: Default Delivery Address Contact ID
type: string
DefaultEndUserID:
description: Contact ID
type: string
Email:
description: Taxpayer Public Email Address
type: string
Fax:
description: Taxpayer Fax Number
type: string
ID:
description: Taxpayer Account Record Id
type: string
Name:
description: Taxpayer Account Name (ignored for Tax Processing)
type: string
ParentFK:
description:
UUID Reference the master record that owns this item
type: string
Phone:
description: Taxpayer Public Phone Number
type: string
PreparerID:
description: Contact ID
type: string
Ref:
description: "Source System identifier for this record, if any"
type: string
ShippingAddress:
$ref: "#/definitions/Address"
description: Shipping Address
ShippingConactID:
description: Contact ID
type: string
Site:
description: Taxpayer Location Designation
type: string
TenantID:
description: Tenant Identifier
type: string
Type:
description: Account Type
type: string
Website:
description: Taxpayer Website
type: string
type: object
AccountBasicResponse:
properties:
Data:
items:
$ref: "#/definitions/AccountBasic"
type: array
Meta:
$ref: "#/definitions/ResponseMeta"
type: object
AccountRequest:
description: An array of Account objects with Contacts
properties:
Data:
items:
$ref: "#/definitions/Account"
type: array
type: object
AccountResponse:
description: An array of Account objects with Contacts
properties:
Data:
items:
$ref: "#/definitions/Account"
type: array
Meta:
$ref: "#/definitions/ResponseMeta"
type: object
Address:
properties:
City:
description: City
type: string
Country:
description: Country full name
type: string
CountryCode:
description: Country Code
type: string
PostalCode:
description: Postal Code
type: string
State:
description: State full name
type: string
StateCode:
description: State Code
type: string
Street:
description: Street number and name
type: string
type: object
Company:
properties:
AccountID:
description: Taxnexus ID of the Account that owns this Company
type: string
AccountNumberPrefix:
description: Account Number Prefix
type: string
BillingAddress:
$ref: "#/definitions/Address"
BillingAdvice:
description: Billing Advice
type: string
BillingContactID:
description: Contact ID
type: string
BillingEmail:
description: Billing Email
type: string
BillingPhone:
description: Billing Phone
type: string
BillingWebsite:
description: Billing Website
type: string
COATemplateID:
description: Chart of Accounts Template Account ID
type: string
ColorAccent1:
description: Color Accent1
type: string
ColorAccent2:
description: Color Accent2
type: string
ColorPrimary:
description: Color Primary
type: string
CreatedByID:
description: Created By User ID
type: string
CreatedDate:
description: Created Date
type: string
CustomerSuccessID:
description: User ID of default Customer Success user
type: string
DateClosed:
description: Date Closed
type: string
DefaultAddress:
$ref: "#/definitions/Address"
DefaultCompany:
description: Default Company?
type: boolean
FontBody:
description: Font Name for Body Text
type: string
FontHeading:
description: Font Name for Heading
type: string
FontHeadingNarrow:
description: Font Name for Heading Narrow
type: string
FontLink:
description: Font Names for CSS Link
type: string
FontMono:
description: Font Name for Monospace
type: string
ID:
description: Taxnexus Record Id
type: string
International:
description: International Customers?
type: boolean
LastAccountNumber:
description: Last Account Number
format: int64
type: number
LastModifiedByID:
description: Last Modified By User ID
type: string
LastModifiedDate:
description: Last Modified Date
type: string
LastTaxTypeNumber:
description: Last TaxType Number
format: int64
type: number
Logo:
description: Logo URL
type: string
Name:
description: Company Name
type: string
OwnerID:
description: The ID of the contact who owns this Company
type: string
PreparerID:
description: User ID of the default tax preparer
type: string
PricebookID:
description: The ID of the default Pricebook for this company
type: string
TenantID:
description: Tenant Identifier
type: string
UserTechLeadID:
description:
The ID of the contact who is the User Tech Lead for Company
type: string
type: object
CompanyRequest:
description: An array of Company objects
properties:
Data:
items:
$ref: "#/definitions/Company"
type: array
type: object
CompanyResponse:
description: An array of Company objects
properties:
Data:
items:
$ref: "#/definitions/Company"
type: array
Meta:
$ref: "#/definitions/ResponseMeta"
type: object
Contact:
properties:
AccountID:
description: The primary account ID of this contact
type: string
AssistantName:
description: Assistant Name
type: string
AssistantPhone:
description: Asst. Phone
type: string
BirthDate:
description: Birthdate
type: string
CreatedByID:
description: Created By User ID
type: string
CreatedDate:
description: Created Date
type: string
Department:
description: Department
type: string
Description:
description: Description
type: string
DoNotCall:
description: Do Not Call?
type: boolean
Email:
description: Email address
type: string
EmailBounceDate:
description: Email Bounce Date
type: string
EmailBouncedReason:
description: Email Bounce Reason
type: string
EnrollmentStatus:
description: Taxnexus Enrollment Status
type: string
Fax:
description: Fax Number
type: string
FirstName:
description: First Name
type: string
HasOptedOutOfEmail:
description: Email Opt Out
type: boolean
HasOptedOutOfFax:
description: Fax Opt Out
type: boolean
HomePhone:
description: Home Phone
type: string
ID:
description: Taxnexus Record Id
type: string
IsEmailBounced:
description: Does this contact have bounced emails?
type: boolean
IsProvisioned:
description: Is Provisioned?
type: boolean
LastModifiedByID:
description: Last Modified By User ID
type: string
LastModifiedDate:
description: Last Modified Date
type: string
LastName:
description: Last Name
type: string
LeadSource:
description: Lead Source
type: string
Level:
description: Level
type: string
LinkedIn:
description: LinkedIn Page
type: string
MailingAddress:
$ref: "#/definitions/Address"
MailingLists:
description: Mailing Lists
type: string
MobilePhone:
description: Mobile Phone
type: string
Name:
description: Full Name
type: string
OtherAddress:
$ref: "#/definitions/Address"
OtherPhone:
description: Other Phone
type: string
OwnerID:
description: The User ID of the user who owns this Contact
type: string
PersonalEmail:
description: Personal Email Address for this Contact
type: string
Phone:
description: Phone Number
type: string
PhotoURL:
description: URL of a photograph of this User
type: string
RecruitingStatus:
description: Recruiting Status
type: string
Ref:
description: "External reference to this contact, if any"
type: string
ReportsToID:
description: Reports To Contact ID
type: string
Salutation:
description: Contact Salutation
type: string
Status:
description: The Contact Status
type: string
TenantID:
description: Tenant Identifier
type: string
Title:
description: Contact Title
type: string
Type:
description: Contact Type
type: string
type: object
ContactRequest:
properties:
Data:
items:
$ref: "#/definitions/Contact"
type: array
type: object
ContactResponse:
properties:
Data:
items:
$ref: "#/definitions/Contact"
type: array
Meta:
$ref: "#/definitions/ResponseMeta"
type: object
DeleteResponse:
properties:
Data:
items:
$ref: "#/definitions/Message"
type: array
Meta:
$ref: "#/definitions/ResponseMeta"
type: object
Error:
properties:
Code:
format: int64
type: integer
Fields:
type: string
Message:
type: string
type: object
InvalidError:
allOf:
- $ref: "#/definitions/Error"
- properties:
details:
items:
type: string
type: array
type: object
Lead:
properties:
Address:
$ref: "#/definitions/Address"
Company:
description: Company
type: string
CreatedByID:
description: Created By User ID
type: string
CreatedDate:
description: Created Date
type: string
Description:
description: Description
type: string
Email:
description: Email
type: string
FirstName:
description: First Name
type: string
ID:
description: Taxnexus Record Id
type: string
LastModifiedByID:
description: Last Modified By User ID
type: string
LastModifiedDate:
description: Last Modified Date
type: string
LastName:
description: Last Name
type: string
MobilePhone:
description: Mobile
type: string
Name:
description: Name
type: string
OwnerId:
description: LeadBasic Owner
type: string
PartnerAccountId:
description: Partner Account
type: string
Phone:
description: Phone
type: string
ProductID:
description: Product
type: string
RefererURL:
description: referer_url
type: string
Status:
description: LeadBasic Status
type: string
TenantID:
description: Tenant Identifier
type: string
Title:
description: Title
type: string
Type:
description: Type
type: string
UTMCampaign:
description: utm_campaign
type: string
UTMContent:
description: utm_content
type: string
UTMMedium:
description: utm_medium
type: string
UTMSource:
description: utm_source
type: string
UTMTerm:
description: utm_term
type: string
Website:
description: Website
type: string
type: object
LeadRequest:
properties:
Data:
items:
$ref: "#/definitions/Lead"
type: array
type: object
LeadResponse:
properties:
Data:
items:
$ref: "#/definitions/Lead"
type: array
Meta:
$ref: "#/definitions/ResponseMeta"
type: object
Message:
properties:
message:
type: string
ref:
type: string
status:
format: int64
type: number
type: object
Pagination:
properties:
limit:
format: int64
type: number
pagesize:
format: int64
type: number
poffset:
format: int64
type: integer
setsize:
format: int64
type: number
type: object
RequestMeta:
properties:
TaxnexusAccount:
description: Taxnexus Account Number of the Reseller or OEM
type: string
required:
- TaxnexusAccount
type: object
ResponseMeta:
properties:
Contact:
description: Microservice Contact Info
type: string
Copyright:
description: Copyright Info
type: string
License:
description: License Information and Restrictions
type: string
OperationID:
description: Operation ID
type: string
Pagination:
$ref: "#/definitions/Pagination"
RequestIP:
description: Request IP Address
type: string
RequestType:
description: Request Type
type: string
RequestURL:
description: Request URL
type: string
ServerInfo:
description: Data Server Info
type: string
ServerResponseTime:
description: Data Server Response Time (ms)
type: string
ServerTimestamp:
description: Backend Server Timestamp
type: string
TaxnexusAccount:
description:
Taxnexus Account Number used for recording transactions
type: string
type: object