1680 lines
43 KiB
YAML
1680 lines
43 KiB
YAML
swagger: "2.0"
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info:
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version: 1.2.7
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title: "crm"
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description: "Customer Information Microservice"
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termsOfService: "http://taxnexus.net/terms/"
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contact:
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email: "noc@taxnexus.net"
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license:
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name: "Proprietary - Copyright (c) 2018-2021 by Taxnexus, Inc."
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securityDefinitions:
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ApiKeyAuth:
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type: "apiKey"
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in: "header"
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name: "X-API-Key"
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schemes:
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- "http"
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basePath: "/v1"
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host: "crm.fabric.tnxs.net:8080"
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consumes:
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- "application/json"
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produces:
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- "application/json"
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parameters:
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accountIdQuery:
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description: Taxnexus Record Id of an Account
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in: query
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name: accountId
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required: false
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type: string
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accountRequest:
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description: An array of new Account records
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in: body
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name: accountRequest
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required: true
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schema:
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$ref: "#/definitions/AccountRequest"
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activeQuery:
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description: Only retrieve active records?
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in: query
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name: active
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required: false
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type: boolean
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companyIdQuery:
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description: Taxnexus Company record ID
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in: query
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name: companyId
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required: false
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type: string
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leadIdQuery:
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description: Taxnexus Lead record ID
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in: query
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name: leadId
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required: false
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type: string
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contactIdQuery:
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description: Taxnexus Contact record ID
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in: query
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name: contactId
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required: false
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type: string
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emailQuery:
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description: Email address used for identity lookup
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in: query
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name: email
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required: false
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type: string
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contactRequest:
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description: An array of new Contact records
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in: body
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name: contactsRequest
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required: true
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schema:
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$ref: "#/definitions/ContactRequest"
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leadRequest:
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description: An array of new Lead records
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in: body
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name: leadRequest
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required: true
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schema:
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$ref: "#/definitions/LeadRequest"
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companyRequest:
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description: An array of new Contact records
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in: body
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name: companiesRequest
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required: true
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schema:
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$ref: "#/definitions/CompanyRequest"
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limitQuery:
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description: "How many objects to return at one time"
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format: int64
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in: query
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name: limit
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required: false
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type: integer
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nameQuery:
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description: The Name of this Object
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in: query
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name: name
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required: false
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type: string
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offsetQuery:
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description: How many objects to skip?
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format: int64
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in: query
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name: offset
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required: false
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type: integer
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typeQuery:
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description: The Type of this Object
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in: query
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name: type
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required: false
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type: string
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responses:
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AccessForbidden:
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description: "Access forbidden, account lacks access"
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headers:
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Access-Control-Allow-Origin:
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type: string
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schema:
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$ref: "#/definitions/Error"
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AccountBasicResponse:
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description: Taxnexus Response with Account objects with Contacts
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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schema:
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$ref: "#/definitions/AccountBasicResponse"
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AccountResponse:
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description: Taxnexus Response with Account objects with Contacts
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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schema:
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$ref: "#/definitions/AccountResponse"
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AccountObservableResponse:
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description: Taxnexus Response with an array of Account objects
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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schema:
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items:
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$ref: "#/definitions/Account"
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type: array
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CompanyResponse:
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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description: Taxnexus Response with Company objects
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schema:
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$ref: "#/definitions/CompanyResponse"
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CompanyObservableResponse:
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description: Taxnexus Response with an array of Company objects
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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schema:
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items:
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$ref: "#/definitions/Company"
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type: array
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Conflict:
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description: Conflict
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headers:
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Access-Control-Allow-Origin:
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type: string
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schema:
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$ref: "#/definitions/Error"
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ContactResponse:
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description: Taxnexus Response with an array of Contact objects
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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schema:
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$ref: "#/definitions/ContactResponse"
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ContactObservableResponse:
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description: Taxnexus Response with an array of Contact objects
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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schema:
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items:
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$ref: "#/definitions/Contact"
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type: array
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LeadResponse:
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description: Taxnexus Response with an array of Lead objects
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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schema:
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$ref: "#/definitions/LeadResponse"
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LeadObservableResponse:
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description: Taxnexus Response with an array of Lead objects
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headers:
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Access-Control-Allow-Origin:
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type: string
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Cache-Control:
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type: string
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schema:
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items:
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$ref: "#/definitions/Lead"
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type: array
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DeleteResponse:
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description:
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Taxnexus Response with Message Objects with Delete Status
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headers:
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Access-Control-Allow-Origin:
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type: string
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schema:
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$ref: "#/definitions/DeleteResponse"
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InvalidDataError:
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headers:
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Access-Control-Allow-Origin:
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type: string
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description: Invalid data was sent
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schema:
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$ref: "#/definitions/InvalidError"
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NotFound:
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description: Resource was not found
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headers:
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Access-Control-Allow-Origin:
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type: string
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schema:
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$ref: "#/definitions/Error"
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ServerError:
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description: Server Internal Error
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headers:
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Access-Control-Allow-Origin:
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type: string
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schema:
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$ref: "#/definitions/Error"
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Unauthorized:
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description: "Access unauthorized, invalid API-KEY was used"
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headers:
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Access-Control-Allow-Origin:
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type: string
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schema:
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$ref: "#/definitions/Error"
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UnprocessableEntity:
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description: "Unprocessable Entity, likely a bad parameter"
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headers:
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Access-Control-Allow-Origin:
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type: string
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schema:
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$ref: "#/definitions/Error"
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CORSResponse:
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description: CORS OPTIONS response
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headers:
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Access-Control-Allow-Origin:
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type: string
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Access-Control-Allow-Headers:
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type: string
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Access-Control-Allow-Methods:
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type: string
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Access-Control-Expose-Headers:
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type: string
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Access-Control-Max-Age:
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type: string
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Access-Control-Allow-Credentials:
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type: string
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Cache-Control:
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type: string
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paths:
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/accounts:
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delete:
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description: Delete Taxnexus Account record
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operationId: deleteAccount
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parameters:
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- $ref: "#/parameters/accountIdQuery"
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responses:
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"200":
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$ref: "#/responses/DeleteResponse"
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"401":
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$ref: "#/responses/Unauthorized"
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"403":
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$ref: "#/responses/AccessForbidden"
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"404":
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$ref: "#/responses/NotFound"
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"422":
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$ref: "#/responses/UnprocessableEntity"
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"500":
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$ref: "#/responses/ServerError"
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security:
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- ApiKeyAuth: []
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summary: Delete An Account
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tags:
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- Accounts
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get:
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description: Return a list of all available Accounts
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operationId: getAccounts
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parameters:
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- $ref: "#/parameters/limitQuery"
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- $ref: "#/parameters/nameQuery"
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- $ref: "#/parameters/offsetQuery"
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- $ref: "#/parameters/activeQuery"
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- $ref: "#/parameters/accountIdQuery"
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- $ref: "#/parameters/emailQuery"
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responses:
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"200":
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$ref: "#/responses/AccountResponse"
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"401":
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$ref: "#/responses/Unauthorized"
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"403":
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$ref: "#/responses/AccessForbidden"
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"404":
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$ref: "#/responses/NotFound"
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"422":
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$ref: "#/responses/UnprocessableEntity"
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"500":
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$ref: "#/responses/ServerError"
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security:
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- ApiKeyAuth: []
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summary: Get a list of accounts
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tags:
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- Accounts
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options:
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description: CORS support
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operationId: accountOptions
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responses:
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"200":
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$ref: "#/responses/CORSResponse"
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tags:
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- cors
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post:
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description: Account record to be added
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operationId: postAccounts
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parameters:
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- $ref: "#/parameters/accountRequest"
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responses:
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"200":
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$ref: "#/responses/AccountResponse"
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"401":
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$ref: "#/responses/Unauthorized"
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"403":
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$ref: "#/responses/AccessForbidden"
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"404":
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$ref: "#/responses/NotFound"
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"422":
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$ref: "#/responses/UnprocessableEntity"
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"500":
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$ref: "#/responses/ServerError"
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security:
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- ApiKeyAuth: []
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summary: Add a new account to Taxnexus
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tags:
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- Accounts
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put:
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description: Update a single account specified by accountId
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operationId: putAccount
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parameters:
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- $ref: "#/parameters/accountRequest"
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responses:
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"200":
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$ref: "#/responses/AccountResponse"
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"401":
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$ref: "#/responses/Unauthorized"
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"403":
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$ref: "#/responses/AccessForbidden"
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"404":
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$ref: "#/responses/NotFound"
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"422":
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$ref: "#/responses/UnprocessableEntity"
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"500":
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$ref: "#/responses/ServerError"
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security:
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- ApiKeyAuth: []
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summary: Update a single account
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tags:
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- Accounts
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/accounts/observable:
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get:
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description: A list of accounts in a simple JSON array
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operationId: getAccountsObservable
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parameters:
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- $ref: "#/parameters/nameQuery"
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- $ref: "#/parameters/activeQuery"
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- $ref: "#/parameters/accountIdQuery"
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- $ref: "#/parameters/emailQuery"
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responses:
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"200":
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$ref: "#/responses/AccountObservableResponse"
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"401":
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$ref: "#/responses/Unauthorized"
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"403":
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$ref: "#/responses/AccessForbidden"
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"404":
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$ref: "#/responses/NotFound"
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"422":
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$ref: "#/responses/UnprocessableEntity"
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"500":
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$ref: "#/responses/ServerError"
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security:
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- ApiKeyAuth: []
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summary: Get Taxnexus Accounts in an observable array
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tags:
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- Accounts
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options:
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description: CORS support
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operationId: accountOptionsObservable
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responses:
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"200":
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$ref: "#/responses/CORSResponse"
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tags:
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- cors
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/companies:
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get:
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description: Retrieve Company records from the datastore
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operationId: getCompanies
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parameters:
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- $ref: "#/parameters/companyIdQuery"
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responses:
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"200":
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$ref: "#/responses/CompanyResponse"
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"401":
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$ref: "#/responses/Unauthorized"
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"403":
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$ref: "#/responses/AccessForbidden"
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"404":
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$ref: "#/responses/NotFound"
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"422":
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$ref: "#/responses/UnprocessableEntity"
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"500":
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$ref: "#/responses/ServerError"
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security:
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- ApiKeyAuth: []
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summary: Get Company records
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tags:
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- Companies
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options:
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description: CORS support
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operationId: companyOptions
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responses:
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"200":
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$ref: "#/responses/CORSResponse"
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tags:
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- cors
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post:
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description: Add new companies
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operationId: postCompanies
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parameters:
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- $ref: "#/parameters/companyRequest"
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responses:
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"200":
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$ref: "#/responses/CompanyResponse"
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"401":
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$ref: "#/responses/Unauthorized"
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"403":
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$ref: "#/responses/AccessForbidden"
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"404":
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$ref: "#/responses/NotFound"
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"422":
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$ref: "#/responses/UnprocessableEntity"
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"500":
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$ref: "#/responses/ServerError"
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security:
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- ApiKeyAuth: []
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summary: Add new companies
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tags:
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- Companies
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/companies/observable:
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get:
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description: A list of companies in a simple JSON array
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operationId: getCompaniesObservable
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parameters:
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- $ref: "#/parameters/companyIdQuery"
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responses:
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"200":
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$ref: "#/responses/CompanyObservableResponse"
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"401":
|
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$ref: "#/responses/Unauthorized"
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"403":
|
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$ref: "#/responses/AccessForbidden"
|
|
"404":
|
|
$ref: "#/responses/NotFound"
|
|
"422":
|
|
$ref: "#/responses/UnprocessableEntity"
|
|
"500":
|
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$ref: "#/responses/ServerError"
|
|
security:
|
|
- ApiKeyAuth: []
|
|
summary: Get Taxnexus Companies in an observable array
|
|
tags:
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|
- Companies
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options:
|
|
description: CORS support
|
|
operationId: companyObservableOptions
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|
responses:
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|
"200":
|
|
$ref: "#/responses/CORSResponse"
|
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tags:
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- cors
|
|
/contacts:
|
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delete:
|
|
description: Delete Taxnexus Contact record
|
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operationId: deleteContact
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|
parameters:
|
|
- $ref: "#/parameters/contactIdQuery"
|
|
responses:
|
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"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
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|
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
|