lib/swagger/sf-gate-kvision.yaml

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2021-08-05 19:37:53 +00:00
swagger: "2.0"
info:
title: "sf-gate"
version: 1.2.7
description: "Salesforce Gateway Microservice"
termsOfService: "http://taxnexus.net/terms/"
contact:
email: "noc@taxnexus.net"
license:
name: "Proprietary - Copyright (c) 2018-2021 by Taxnexus, Inc."
schemes:
- "http"
basePath: "/v1"
host: "sf-gate.fabric.tnxs.net:8080"
securityDefinitions:
ApiKeyAuth:
type: apiKey
in: header
name: X-API-Key
security:
- ApiKeyAuth: []
consumes:
- application/json
produces:
- application/json
parameters:
accountIdQuery:
description:
Taxnexus Id of the Account to be used a record retrieval
in: query
name: accountId
required: false
type: string
accountIdQueryRequired:
description:
Taxnexus Id of the Account to be used a record retrieval
in: query
name: accountId
required: true
type: string
accountNumberQuery:
description:
The Taxnexus Account Number of the Account to be used a record
retrieval
in: query
name: accountNumber
required: false
type: string
accountRequest:
description: A request with an array of Account Objects
in: body
name: accountRequest
required: true
schema:
$ref: "#/definitions/AccountRequest"
accountTypeQuery:
description: The Type of this Object
enum:
- channel_partner_member
- channel_partner_prospect
- new
- other
- system
- tax_administrator_member
- tax_administrator_prospect
- taxpayer_customer
- taxpayer_prospect
in: query
name: type
required: false
type: string
activeQuery:
description: Retrieve only active records?
in: query
name: active
required: false
type: boolean
addressQuery:
description: Postal Address URL encoded; partial addresses allowed
in: query
name: address
required: false
type: string
apiKeyQuery:
description: Taxnexus Id of the User to be retrieved
in: query
name: apikey
required: false
type: string
authorityIdQuery:
description: Taxnexus Id of the Authority to be retrieved
in: query
name: authorityId
required: false
type: string
authorityRequestBody:
description: A request with an array of Authority Objects
in: body
name: authorityRequest
required: true
schema:
$ref: "#/definitions/AuthorityRequest"
roleIdQuery:
description: Taxnexus Id of the Role to be retrieved
in: query
name: roleId
required: false
type: string
backendIdQuery:
description: Taxnexus Id of the Backend to be retrieved
in: query
name: backendId
required: false
type: string
cashReceiptIdQuery:
description: Taxnexus Record Id of a Cash Receipt
in: query
name: cashReceiptId
required: false
type: string
clusterIdQuery:
description: Taxnexus Record Id of a Cluster
in: query
name: clusterId
required: false
type: string
databaseIdQuery:
description: Taxnexus Record Id of a Database
in: query
name: databaseId
required: false
type: string
tenantIdQuery:
description: Taxnexus Record Id of a Tenant
in: query
name: tenantId
required: false
type: string
tenantRequest:
description: An array of Tenant records
in: body
name: CTenantRequest
required: true
schema:
$ref: "#/definitions/TenantRequest"
companyIdQuery:
description: Taxnexus Id of the Company to be retrieved
in: query
name: companyId
required: false
type: string
contactIdQuery:
description: Taxnexus Id of the Contact to be retrieved
in: query
name: contactId
required: false
type: string
contactRequest:
description: An array of new Contact records
in: body
name: contactsRequest
required: true
schema:
$ref: "#/definitions/ContactRequest"
countryIdQuery:
description: The Country Taxnexus ID
in: query
name: countryId
required: false
type: string
countryQuery:
description: The Country abbreviation (2 char)
in: query
name: country
required: false
type: string
countyIdQuery:
description: The County Taxnexus ID
in: query
name: countyId
required: false
type: string
countyQuery:
description: The County Name
in: query
name: county
required: false
type: string
dateFromQuery:
description: The Starting Date for an object retrieval
in: query
name: dateFrom
required: false
type: string
dateToQuery:
description: The Ending Date for an object retrieval
in: query
name: dateTo
required: false
type: string
documentIdQuery:
description: Taxnexus Id of the Document to be retrieved
in: query
name: documentId
required: false
type: string
domainIdQuery:
description: Taxnexus Id of the Domain to be retrieved
in: query
name: domainId
required: false
type: string
domainQuery:
description: "The Tax Domain to rate (cannabis, sales or telecom)"
in: query
name: name
required: false
type: string
filingIdQuery:
description: Taxnexus Id of the Filing to be retrieved
in: query
name: filingId
required: false
type: string
filingTypeIdQuery:
description: Taxnexus Record Id of a Filing
in: query
name: filingTypeId
required: false
type: string
glBalanceIdQueryRequired:
description: Taxnexus Id of a GL Balance Record
in: query
name: glbalanceId
required: true
type: string
idRequestBody:
description: An array of existing Taxnexus Record IDs
in: body
name: idsRequest
required: true
schema:
$ref: "#/definitions/IdsRequest"
ingestIdQuery:
description: Taxnexus Record Id of an Ingest
in: query
name: ingestId
required: false
type: string
invoiceIdQuery:
description: Taxnexus Id of the Invoice to be retrieved
in: query
name: invoiceId
required: false
type: string
jobIdQuery:
description: Taxnexus Record Id of a Job record
in: query
name: jobId
required: false
type: string
licenseIdQuery:
description: Taxnexus Id of the License to be retrieved
in: query
name: licenseId
required: false
type: string
licenseTypeIdQuery:
description: Taxnexus Id of the License Type to be retrieved
in: query
name: licensetypeId
required: false
type: string
limitQuery:
description: "How many objects to return at one time"
format: int64
in: query
name: limit
required: false
type: integer
masterQuery:
description: Retrieve only master records?
in: query
name: master
required: false
type: boolean
nameQuery:
description: The Name of this Object
in: query
name: name
required: false
type: string
offsetQuery:
description: How many objects to skip? (default 0)
format: int64
in: query
name: offset
required: false
type: integer
orderIdQuery:
description: Taxnexus Id of the Company to be retrieved
in: query
name: orderId
required: false
type: string
periodIdQuery:
description: Taxnexus Id of the Period to be used a record retrieval
in: query
name: periodId
required: false
type: string
periodIdQueryRequired:
description:
Taxnexus Id of the Period to be used in a record retrieval
in: query
name: periodId
required: true
type: string
periodNameQueryRequired:
description: The Taxnexus Accounting Period
in: query
name: period
required: false
type: string
placeIdQuery:
description: The City name (must be accompanied by State)
in: query
name: placeId
required: false
type: string
placeQuery:
description: The City name (must be accompanied by State)
in: query
name: place
required: false
type: string
poIdQuery:
description: Taxnexus Id of the Purchase Order to be retrieved
in: query
name: poId
required: false
type: string
productIdQuery:
description:
Taxnexus Id of the Account to be used a record retrieval
in: query
name: productId
required: false
type: string
productRequestBody:
description: A request with an array of Product Objects
in: body
name: productRequest
required: true
schema:
$ref: "#/definitions/ProductRequest"
productdQuery:
description: Taxnexus Id of the Product to be retrieved
in: query
name: productId
required: false
type: string
quoteIdQuery:
description: Taxnexus Id of the Company to be retrieved
in: query
name: quoteId
required: false
type: string
serviceIdQuery:
description: Service ID
in: query
name: serviceId
type: string
stateIdQuery:
description: The State or Province abbreviation (2 char)
in: query
name: stateId
required: false
type: string
stateQuery:
description: The State or Province abbreviation (2 char)
in: query
name: state
required: false
type: string
statementIdQuery:
description: Taxnexus Id of the Company to be retrieved
in: query
name: statementId
required: false
type: string
submissionIdQuery:
description: Taxnexus Id of the Submisssion to be retrieved
in: query
name: submissionId
required: false
type: string
subscriptionIdQuery:
description: Taxnexus Id of the Subscription to be retrieved
in: query
name: subscriptionId
required: false
type: string
taxTypeAccountIdQuery:
description: Taxnexus Id of the Tax Type Account to be retrieved
in: query
name: taxtypeaccountId
required: false
type: string
taxTypeIdQuery:
description: Taxnexus Id of the Tax Type to be retrieved
in: query
name: taxtypeId
required: false
type: string
taxnexuscodeIdQuery:
description: Taxnexus Id of the Taxnexus Code to be retrieved
in: query
name: taxnexuscodeId
required: false
type: string
templateIdQuery:
description: Taxnexus Record Id of a Template
in: query
name: templateId
required: false
type: string
typeQuery:
description: The Type of this Object
in: query
name: type
required: false
type: string
userIdQuery:
description: Taxnexus Id of the User to be retrieved
in: query
name: userId
required: false
type: string
notebookIdQuery:
description: Template ID
in: query
name: notebookId
type: string
notebookRequest:
description: An array of Notebook records
in: body
name: NotebookRequest
required: true
schema:
$ref: "#/definitions/NotebookRequest"
responses:
AccessForbidden:
description: "Access forbidden, account lacks access"
schema:
$ref: "#/definitions/Error"
AccountResponse:
description: Taxnexus Response with Account objects
schema:
$ref: "#/definitions/AccountResponse"
TenantResponse:
description: Taxnexus Response with Tenant objects
schema:
$ref: "#/definitions/TenantResponse"
CompanyResponse:
description: Taxnexus Response with Company objects
schema:
$ref: "#/definitions/CompanyResponse"
Conflict:
description: Conflict
schema:
$ref: "#/definitions/Error"
ContactResponse:
description: An array of Contact objects
schema:
$ref: "#/definitions/ContactResponse"
DeleteResponse:
description: An array of Message Objects with Delete Status
schema:
properties:
data:
items:
$ref: "#/definitions/Message"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
InvalidDataError:
description: Invalid data was sent
schema:
$ref: "#/definitions/InvalidError"
NotFound:
description: Resource was not found
schema:
$ref: "#/definitions/Error"
ProductResponse:
description: An array of Product objects
schema:
$ref: "#/definitions/ProductResponse"
RoleResponse:
description: Taxnexus Response with Role objects
schema:
$ref: "#/definitions/RoleResponse"
ServerError:
description: Server Internal Error
schema:
$ref: "#/definitions/Error"
TemplateResponse:
description: Taxnexus Response with Template objects
schema:
$ref: "#/definitions/TemplateResponse"
Unauthorized:
description: "Access unauthorized, invalid API-KEY was used"
schema:
$ref: "#/definitions/Error"
UnprocessableEntity:
description: "Unprocessable Entity, likely a bad parameter"
schema:
$ref: "#/definitions/Error"
UserResponse:
description: Taxnexus Response with User objects
schema:
$ref: "#/definitions/UserResponse"
NotebookResponse:
description: Taxnexus Response with Notebook objects
schema:
$ref: "#/definitions/NotebookResponse"
paths:
/accounts:
get:
description: Return a list of Accounts
operationId: getAccounts
parameters:
- $ref: "#/parameters/accountIdQuery"
- $ref: "#/parameters/activeQuery"
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
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"
summary: Get a list of accounts
tags:
- Accounts
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"
"500":
$ref: "#/responses/ServerError"
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"
"500":
$ref: "#/responses/ServerError"
summary: Update a single account
tags:
- Accounts
/roles:
get:
description: Return a list of Roles
operationId: getRoles
parameters:
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
- $ref: "#/parameters/roleIdQuery"
responses:
"200":
$ref: "#/responses/RoleResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Get a list of Roles
tags:
- Roles
/tenants:
get:
description: Return a list of Tenant records from the datastore
operationId: getTenants
parameters:
- $ref: "#/parameters/tenantIdQuery"
- $ref: "#/parameters/companyIdQuery"
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
responses:
"200":
$ref: "#/responses/TenantResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Get a list Tenants
tags:
- Tenants
post:
description: Create Tenants in Taxnexus
operationId: Tenants
parameters:
- $ref: "#/parameters/tenantRequest"
responses:
"200":
$ref: "#/responses/TenantResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Create new Tenants
tags:
- Tenants
put:
description: Update Tenant in Taxnexus
operationId: putTenants
parameters:
- $ref: "#/parameters/tenantRequest"
responses:
"200":
$ref: "#/responses/TenantResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Update Tenants
tags:
- Tenants
/companies:
get:
description: Retrieve a Company record from the datastore
operationId: getCompanies
parameters:
- $ref: "#/parameters/companyIdQuery"
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
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"
summary: Get a Company record
tags:
- Companies
/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"
"500":
$ref: "#/responses/ServerError"
summary: Delete a Contact
tags:
- Contacts
get:
description: Return a list of all available Contacts
operationId: getContacts
parameters:
- $ref: "#/parameters/accountIdQuery"
- $ref: "#/parameters/activeQuery"
- $ref: "#/parameters/companyIdQuery"
- $ref: "#/parameters/contactIdQuery"
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
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"
summary: Get a list of contacts
tags:
- Contacts
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"
"500":
$ref: "#/responses/ServerError"
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"
"500":
$ref: "#/responses/ServerError"
summary: Update Contact
tags:
- Contacts
/products:
get:
description: Return a list of all available Products
operationId: getProducts
parameters:
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
- $ref: "#/parameters/productIdQuery"
- $ref: "#/parameters/activeQuery"
responses:
"200":
$ref: "#/responses/ProductResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Get a list of Products
tags:
- Products
/templates:
get:
description:
"Returns the PDF rendering template, or a link to where to get
the template"
operationId: getTemplates
parameters:
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
- $ref: "#/parameters/templateIdQuery"
responses:
"200":
$ref: "#/responses/TemplateResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Get PDF Rendering Templates
tags:
- Templates
/users:
get:
description: Return a list of User records from the datastore
operationId: getUsers
parameters:
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
- $ref: "#/parameters/userIdQuery"
- $ref: "#/parameters/activeQuery"
- $ref: "#/parameters/apiKeyQuery"
responses:
"200":
$ref: "#/responses/UserResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Get a list Users
tags:
- Users
/notebooks:
get:
description: Return a list of Notebook records from the datastore
operationId: getNotebooks
parameters:
- $ref: "#/parameters/notebookIdQuery"
- $ref: "#/parameters/limitQuery"
- $ref: "#/parameters/offsetQuery"
responses:
"200":
$ref: "#/responses/NotebookResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Get a list of Notebooks
tags:
- Notebooks
post:
description: Create Notebooks in Taxnexus
operationId: postNotebooks
parameters:
- $ref: "#/parameters/notebookRequest"
responses:
"200":
$ref: "#/responses/NotebookResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Create new Notebooks
tags:
- Notebooks
put:
description: Update Notebooks in Taxnexus
operationId: putNotebooks
parameters:
- $ref: "#/parameters/notebookRequest"
responses:
"200":
$ref: "#/responses/NotebookResponse"
"401":
$ref: "#/responses/Unauthorized"
"403":
$ref: "#/responses/AccessForbidden"
"404":
$ref: "#/responses/NotFound"
"422":
$ref: "#/responses/UnprocessableEntity"
"500":
$ref: "#/responses/ServerError"
summary: Update Notebooks
tags:
- Notebooks
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
type: number
amountinvoiced:
description: Amount Invoiced
type: number
amountpaid:
description: Amount Paid
type: number
annualrevenue:
description: Annual Revenue Estimate
format: double
type: number
balance:
description: Account Balance
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
dandbcompanyid:
description: D-n-B Company
type: string
dba:
description: This Account's 'Doing Business As' name
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
dunsnumber:
description: D-U-N-S Number
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
industry:
description: Industry
type: string
iscustomerportal:
description: Customer Portal Account
type: boolean
ispartner:
description: Partner Account
type: boolean
ispcustomer:
description: ISP Customer?
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
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
type: number
revenuenet:
description: Rollup Revenue Net
type: number
revenuenottaxable:
description: Rollup Revenue Not Taxable
type: number
shippingaddress:
$ref: "#/definitions/Address"
shippingcensustract:
description: Shipping Census Tract
type: string
shippingcontactid:
description: Shipping Contact ID
type: string
shippingcounty:
description: Shipping County
type: string
sic:
description: SIC Code
type: string
sicdesc:
description: SIC Description
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
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
type: number
unitbase:
description: Rollup Unit Base
type: number
upsellopportunity:
description: Upsell Opportunity
type: string
website:
description: Website
type: string
whmcsclientid:
description: WHMCS Client ID
format: int64
type: number
xerocontactid:
description: Xero Contact ID
type: string
yearstarted:
description: Year Started
type: string
type: object
AccountRequest:
properties:
data:
items:
$ref: "#/definitions/Account"
type: array
meta:
$ref: "#/definitions/RequestMeta"
type: object
AccountResponse:
description: An array of Account objects
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
required:
- city
- statecode
type: object
Authority:
properties:
accountid:
description: Account
type: string
addressline1:
description: Address Line 1
type: string
addressline2:
description: Address Line 2
type: string
btn:
description: Billing Telephone Number
type: string
city:
description: City
type: string
contactid:
description: Contact ID
type: string
country:
type: string
createdbyid:
description: Created By User ID
type: string
createddate:
description: Created Date
type: string
date:
type: string
dateapproved:
description: Date Approved
type: string
id:
description: Taxnexus Record Identifier
type: string
lastmodifiedbyid:
description: Last Modified By User ID
type: string
lastmodifieddate:
description: Last Modified Date
type: string
losingcarrier:
description: Losing Carrier
type: string
name:
description: Authority Number
type: string
nameline1:
description: Name Line 1
type: string
nameline2:
description: Name Line 2
type: string
opportunityid:
description: Opportunity ID
type: string
orderid:
description: Order ID
type: string
parentfk:
description:
UUID Reference the master record that owns this item
type: string
postalcode:
description: Zip Code
type: string
quoteid:
description: Quote ID
type: string
ref:
description: Source System identifier for this record, if any
type: string
state:
description: State
type: string
status:
description: Status
type: string
tenantid:
description: tenant identifier
type: string
transferdate:
description: Transfer Date
type: string
type:
description: Authority Type
type: string
type: object
AuthorityRequest:
properties:
data:
items:
$ref: "#/definitions/Authority"
type: array
meta:
$ref: "#/definitions/RequestMeta"
type: object
AuthorityResponse:
properties:
data:
items:
$ref: "#/definitions/Authority"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
Company:
properties:
accountid:
description: Taxnexus ID of the Account that owns this Company
type: string
accountnumberprefix:
description: Account Number Prefix
type: string
advancedperiodid:
description: The next period to be used in periodic billing
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
closedperiodid:
description: The last closed period
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
currentperiodid:
description: The current period
type: string
currentperiodstatus:
description: The current period's status value
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
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
emailbounceddate:
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
meta:
$ref: "#/definitions/RequestMeta"
required:
- meta
- data
type: object
ContactResponse:
properties:
data:
items:
$ref: "#/definitions/Contact"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
ContractBasic:
properties:
description:
description: Description
type: string
enddate:
description: Contract End Date
type: string
hourlyrate:
description: Hourly Rate
type: number
id:
description: Taxnexus Record Id
type: string
isactive:
description: Is Active?
type: boolean
name:
description: Contract Name
type: string
parentfk:
description:
UUID Reference the master record that owns this item
type: string
paymentterms:
description: Payment Terms
type: string
pricebook2id:
description: Price Book
type: string
ref:
description: Source System identifier for this record, if any
type: string
startdate:
description: Contract Start Date
type: string
status:
description: Status
type: string
tenantid:
description: tenant identifier
type: string
type:
description: Contract Type
type: string
type: object
Error:
properties:
code:
format: int64
type: integer
fields:
type: string
message:
type: string
type: object
Ids:
description: Taxnexus Record Ids
items:
type: string
type: array
IdsRequest:
properties:
data:
items:
$ref: "#/definitions/Ids"
type: array
meta:
$ref: "#/definitions/RequestMeta"
type: object
InvalidError:
allOf:
- $ref: "#/definitions/Error"
- properties:
details:
items:
type: string
type: array
type: object
Message:
properties:
message:
type: string
ref:
type: string
status:
type: integer
type: object
Notebook:
description: Defines a Taxnexus Notebook
properties:
accountid:
description: Account
type: string
contactid:
description: Contact
type: string
createdbyid:
description: Created By
type: string
createddate:
description: Created Date
type: string
date:
description: Analysis Date
type: string
dateend:
description: End Date
type: string
datestart:
description: Start Date
type: string
description:
description: Description
type: string
id:
description: Record Id
type: string
items:
items:
$ref: "#/definitions/NotebookItem"
type: array
lastmodifiedbyid:
description: Last Modified By
type: string
lastmodifieddate:
description: Last Modifed Date
type: string
periodendid:
description: Ending Period
type: string
periodstartid:
description: Starting Period
type: string
preparerid:
description: Preparer
type: string
tenantid:
description: tenant identifier
type: string
title:
description: Title
type: string
type: object
NotebookItem:
description: An analysis item associated with a Notebook
properties:
id:
description: Record Id
type: string
itemname:
description: Developer name of component
type: string
notebookid:
description: The notebook that owns this Item
type: string
tenantid:
description: tenant identifier
type: string
title:
description: Display title
type: string
type: object
NotebookRequest:
description: An array of Notebook objects
properties:
data:
items:
$ref: "#/definitions/Notebook"
type: array
meta:
$ref: "#/definitions/RequestMeta"
type: object
NotebookResponse:
description: An array of Notebook objects
properties:
data:
items:
$ref: "#/definitions/Notebook"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
Pagination:
properties:
NextLink:
type: string
PLimit:
format: int64
type: integer
POffset:
format: int64
type: integer
PageSize:
format: int64
type: integer
SetSize:
format: int64
type: integer
type: object
Product:
properties:
AccountID:
description: The ID of the Account that owns this product
type: string
AgencyType:
description: Agency Type
type: string
AssetTracking:
description: Asset Tracking?
type: boolean
CreatedByID:
description: ID of who created this record instance
type: string
CreatedDate:
description: Date of record creation
type: string
Description:
description: Product Description
type: string
DescriptionSKU:
description: DescriptionSKU
type: string
DisplayURL:
description: Display URL
type: string
Family:
description: Product Family
type: string
ID:
description: Taxnexus Record Id
type: string
Image500:
description: Image (500)
type: string
ImageFull:
description: Image (Full)
type: string
InventoryTracking:
description: Inventory Tracking?
type: boolean
IsActive:
description: Active
type: boolean
IsGeneric:
description: isGeneric
type: boolean
LastModfiedDate:
description: Last Modified Date
type: string
LastModifiedByID:
description: Last modified by ID
type: string
MRCInterval:
description: MRC Interval
format: int64
type: number
MSRP:
description: MSRP
format: double
type: number
Manufacturer:
description: Manufacturer
type: string
ManufacturerProductCode:
description: Manufacturer Product Code
type: string
Name:
description: Product Name
type: string
ProductCode:
description: Product Code
type: string
Prorateable:
description: Prorateable?
type: boolean
Publish:
description: Publish?
type: boolean
PublishUPC:
description: Publish UPC
type: string
QuantityUnitOfMeasure:
description: Quantity Unit Of Measure
type: string
Refundable:
description: Refundable?
type: boolean
SKU:
description: SKU
type: string
ShippingWeight:
description: Shipping Weight
format: double
type: number
Specifications:
description: Specifications
type: string
TaxnexusCode:
description: Taxnexus Code Name
type: string
TaxnexusCodeID:
description: Taxnexus Code
type: string
TenantID:
description: tenant identifier
type: string
Units:
description: Units
type: string
VendorID:
description: Vendor
type: string
VendorName:
description: Vendor Name
type: string
VendorPartNumber:
description: Vendor Part Number
type: string
VendorPrice:
description: Vendor Price
format: double
type: number
type: object
ProductRequest:
properties:
data:
items:
$ref: "#/definitions/Product"
type: array
meta:
$ref: "#/definitions/RequestMeta"
type: object
ProductResponse:
properties:
data:
items:
$ref: "#/definitions/Product"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
RequestMeta:
properties:
TaxnexusAccount:
description: Taxnexus Account Number of the Reseller or OEM
type: string
required:
- TaxnexusAccount
type: object
ResponseMeta:
properties:
Contact:
description: Contact Info
type: string
Copyright:
description: Copyright Info
type: string
Info:
description: API Information
type: string
License:
description: License Info
type: string
OperationID:
type: string
Pagination:
$ref: "#/definitions/Pagination"
RequestIP:
type: string
RequestType:
type: string
RequestURL:
type: string
ServerInfo:
type: string
ServerResponseTime:
type: string
ServerTimeStamp:
type: string
TaxnexusAccount:
type: string
UserID:
type: string
type: object
Role:
description: A functional role within a Tenant
properties:
auth0roleid:
description: the corresponding auth0 role
type: string
createdbyid:
description: created by
type: string
createddate:
description: created date
type: string
description:
description: role description
type: string
id:
description: record id
type: string
lastmodifiedbyid:
description: last modified by
type: string
lastmodifieddate:
description: last modifed date
type: string
rolename:
description: the name of this role
type: string
tenantid:
description: the id of the tenant that owns this role
type: string
type: object
RoleRequest:
description: An array of Role objects
properties:
data:
items:
$ref: "#/definitions/Role"
type: array
meta:
$ref: "#/definitions/RequestMeta"
type: object
RoleResponse:
description: An array of Role objects
properties:
data:
items:
$ref: "#/definitions/Role"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
Template:
properties:
CompanyID:
description: Company
type: string
CreatedByID:
type: string
CreatedDate:
type: string
Description:
description: Description
type: string
HTML:
description: HTML Body
format: byte
type: string
ID:
description: Taxnexus Record Id
type: string
IsActive:
description: Active?
type: boolean
IsMaster:
description: Master Template?
type: boolean
LastModifiedByID:
type: string
LastModifiedDate:
type: string
Name:
description: Template Name
type: string
ObjectType:
description: Object
type: string
RecordTypeName:
description: Record Type Name
type: string
Type:
description: Type
type: string
URL:
description: URL
type: string
tenantid:
description: tenant identifier
type: string
type: object
TemplateResponse:
properties:
data:
items:
$ref: "#/definitions/Template"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
Tenant:
description: Taxnexus Account Tenant
properties:
accountid:
description: The Account that owns this Tenant
type: string
active:
description: Is this Tenant currently active?
type: boolean
createdbyid:
description: Created By
type: string
createddate:
description: Created Date
type: string
id:
description: Record Id
type: string
lastmodifiedbyid:
description: Last Modified By
type: string
lastmodifieddate:
description: Last Modifed Date
type: string
roles:
items:
$ref: "#/definitions/Role"
type: array
status:
description: The current status of this Tenant
type: string
tenantname:
description: Name of the Tenant Resource
type: string
tenantusers:
items:
$ref: "#/definitions/TenantUser"
type: array
type:
description: Type of tenant
type: string
version:
description:
The version number of the Tenant Onboarding system used to
create this tenant
type: string
type: object
TenantRequest:
description: An array of Tenant objects
properties:
data:
items:
$ref: "#/definitions/Tenant"
type: array
meta:
$ref: "#/definitions/RequestMeta"
type: object
TenantResponse:
description: An array of Tenant objects
properties:
data:
items:
$ref: "#/definitions/Tenant"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
TenantUser:
description: Relationship object that connects users to a tenant
properties:
accesslevel:
description: The Tenant access level for this User
type: string
tenantid:
description: The Tenant ID
type: string
userid:
description: The User ID
type: string
type: object
User:
properties:
aboutme:
description: About Me
type: string
accountid:
description: Account ID
type: string
address:
$ref: "#/definitions/Address"
alias:
description: Alias
type: string
apikey:
description: API Key
type: string
auth0userid:
description: Auth0 User ID
type: string
communitynickname:
description: Nickname
type: string
companyname:
description: Company Name
type: string
contactid:
description: Contact
type: string
createdbyid:
description: Created User ID
type: string
createddate:
description: Date Created
type: string
delegatedapproverid:
description: Delegated Approver
type: string
department:
description: Department
type: string
division:
description: Division
type: string
email:
description: Email address
type: string
employeenumber:
description: Employee Number
type: string
endday:
description: Time day ends
type: string
environment:
description: Environment
type: string
extension:
description: Extension
type: string
fabricapikey:
description: Fabric API Key
type: string
fax:
description: Fax
type: string
firstname:
description: The first name
type: string
forecastenabled:
description: Allow Forecasting
type: boolean
fullphotourl:
description: Full Photo URL
type: string
id:
description: Taxnexus ID
type: string
isactive:
description: Active
type: boolean
isportalenabled:
description: Is the user enabled for Communities?
type: boolean
isprofilephotoactive:
description: Has Profile Photo
type: boolean
issystemcontrolled:
type: boolean
lastip:
description: ip address of last login
type: string
lastlogin:
description: last login time
type: string
lastmodifiedbyid:
description: Last Modified User ID
type: string
lastmodifieddate:
description: Last Modified Date
type: string
lastname:
description: The Last Name
type: string
logincount:
description: number of times user has logged in
format: int64
type: number
managerid:
description: Manager
type: string
mobilephone:
description: Mobile
type: string
name:
description: Name
type: string
outofofficemessage:
description: Out of office message
type: string
phone:
description: Phone
type: string
portalrole:
description: Portal Role Level
type: string
profileid:
description: Profile
type: string
receivesadmininfoemails:
description: Admin Info Emails
type: boolean
receivesinfoemails:
description: Info Emails
type: boolean
senderemail:
description: Email Sender Address
type: string
sendername:
description: Email Sender Name
type: string
signature:
description: Email Signature
type: string
smallphotourl:
description: Small Photo URL
type: string
startday:
description: The time day starts
type: string
taxnexusaccount:
description: Taxnexus Account
type: string
tenantid:
type: string
tenantusers:
items:
$ref: "#/definitions/TenantUser"
type: array
timezonesidkey:
description: Time Zone
type: string
title:
description: Title
type: string
username:
description: Username
type: string
userroleid:
description: Role
type: string
userroles:
items:
$ref: "#/definitions/UserRole"
type: array
usertype:
description: User Type
type: string
type: object
UserResponse:
description: An array of Print-Ready ingest Objects
properties:
data:
items:
$ref: "#/definitions/User"
type: array
meta:
$ref: "#/definitions/ResponseMeta"
type: object
UserRole:
description: Relationship object that connects user to a role
properties:
auth0roleid:
description: Linked role ID
type: string
description:
description: Role description
type: string
name:
description: Role Name
type: string
roleid:
description: The Role ID
type: string
userid:
description: The User ID
type: string
type: object