Introduction
The essensys Operate API enables easy integration with other systems to enhance existing capabilities or build custom applications. You can use the dark panel on the right hand side to view example JSON requests and responses.
We have created example starter projects for IOS Swift 3, Android (Java), Android (Kotlin) and PHP.
Example Android Studio 2 (Java) project:
Example Android Studio 3 (Kotlin) project:
Example iOS (Swift 3) project:
Example PHP code:
- https://gitlab.com/essensys-public/operate-examples/operate-php
Records, Queries, Filters
The essensys Operate API can return individual records by appending the id to the endpoint, or can be queried for multiple records conforming to some criteria. The fields returned can be reduced to a defined subset.
Records
Each endpoint can typically access individual records using an id.
For example
https://operate-api.essensys.tech/api/1.0/DraftInvoiceLine/1219
Queries
You can query the API by providing an expression after the endpoint:
For example: return all the Calendars where the resourceid is 2726
https://operate-api.essensys.tech/api/1.0/DraftInvoiceLine?Calendar?where=[resource]=%272726%27
Note: %27 is the URL encoding for ‘
Fields
The response from the API can be reduced to a defined subset of fields by appending a list of fields at the end of the query:
&fields=[field1,field2,...,fieldN]
For example
Return contactname, duration, startdate and enddate for calendar with resource id of 2726.
https://uat.hubcreate.com/api/1.0/Calendar?where=[resource]=%272726%27AND[startdate]%3E=%272016-09-01%27AND[enddate]%3C=%272016-09-30%27&fields=[contactname,duration,startdate,enddate]
Where a GET request returns an Array of one or more items. Included with the fields will be
| Field | Type | Description |
|---|---|---|
| row_num | int | incremented integer for the JSON response starting at 1 |
HTTP Methods
GET
curl https://operate-api.essensys.tech/api/1.0/account/572467 \
-H 'Authorization: Bearer gAA...X-w'
Need header: - “Authorization: Bearer nnnnn…” where nnnnn… is access token.
PUT
curl -X PUT \
-H 'Authorization: Bearer gAAAAI...q3w' \
-d data='{"accounts": [{"clientname": "The Client Name","clienttype": "2","enddate": "22/10/2013","startdate": "22/10/2013"}]}' \
https://operate-api.essensys.tech/api/1.0/account
Need header: - “Authorization: Bearer gAAAAI…q3w” where gAAAAI…q3w is access token.
Need to pass data=‘{…}’ where {…} is the JSON object
DELETE
curl -X DELETE \
-H "Content-type: application/x-www-form-urlencoded; charset=utf-8" \
-H "Authorization: Bearer xxxxx" \
-d "itemid=1" \
https://operate-api.essensys.tech/api/1.0/brand
Need headers: - “Authorization: Bearer nnnnn…” where nnnnn… is access token. - “Content-type: application/x-www-form-urlencoded; charset=utf-8”
Need to pass data “itemid=NNNN” where NNNN is the identifier
Datatypes
Overview
All datatypes are wrapped in strings in the JSON response / JSON body, for example from Account “billday”: “3”
The following types are defined in addition to string to help describe the contents of those strings:
| Type | Description |
|---|---|
| boolean | true or false |
| int | Integer can be positive or negative whole number. |
| currency | value including the currency symbol e.g. £33.50 |
| date | date and time ISO 8601 see Dates below for more information |
| decimal | a value with decimal places. |
| object | contains a JSON object with its fields and datatypes. |
| percent | number followed by % |
| time | hh:mm |
Dates
ISO 8601 combined date and time with UTC offset.
Queries can use certain abbreviations of full date and time strings.
For example:
[creationdate]>=‘2017’
[creationdate]>=‘2017-05-01’
Authentication
Access and Refresh Tokens:
curl -H 'application/x-www-form-urlencoded; charset=utf-8' \
-X POST \
-d 'grant_type=password&client_id=trustedclient&client_secret=8bf2d32e-dddd-yyyy-xxxx-38c2fc413858&scope=hubapi&username=nnnnnnnn@domain.com&password=password' \
https://operate-api.essensys.tech/oauth2/token
Access and Refresh Token extracted from JSON response (note tokens trunked below)
{
"access_token":"QFrMNc34O4.....4O4F",
"token_type":"bearer",
"expires_in":120,
"refresh_token":"D1xGAAA....0ENHB_1kZ0EN",
"scope":"hubapi"
}
essensys Operate uses the OAuth 2.0 protocol for authentication and authorization. To start making calls to the API you can follow the steps below:
- One time app Registration to get client secret.
Please contact support@essensys.tech to arrange this.
- At each app startup, obtain access and refresh token.
This is done by passing the client_secret from the App registration to:
https://operate-api.essensys.tech/oauth2/token
Note: Add header for the content type for the call:
'Content Type: application/x-www-form-urlencoded; charset=utf-8'
- Once you have the access token this is passed in the header to calls made to the API:
'Authorization: Bearer gAA...X-w'
Accounts
Account
https://operate-api.essensys.tech/api/1.0/account/
Accounts represent business entities. There are three types of Account records: Prospect, Customer or Broker.
Account is the key endpoint for creating, modifying and deleting a Prospect, Customer or Broker.
An Account has an Account Type default value for Account Type is -1 Customer.
Group Account is used to organize Accounts that belong to the same customer, who use different locations.
Account Code, Account Fixed Exchange Rate, Activity History, Batch Charge Sheet, Booking Charge, Booking Conflict, Calendar, Current Charge, Draft Invoice, Email Group, Group Account, Invoice Line, Journals, Licence, Metered Batch Charge Sheet, Note, Open Task, Opportunity, Payment, Standard Discount, Task, Tour, Transaction and Volume Discount can reference accountid
GET https://operate-api.essensys.tech/api/1.0/account/572467
curl https://operate-api.essensys.tech/api/1.0/Account/572467 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "b60ba154-4269-4292-bbbb-ad75f21974da",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "06/07/2017 16:02:02",
"accounts": [
{
"row_num": "1",
"clientname": "Test2",
"outputvalue_clientname": "Test2",
"accounttype_id": "-1",
"outputvalue_accounttype_id": "Customer",
"accountid": "572467",
"outputvalue_accountid": "572467",
"balance": "0.0000",
"outputvalue_balance": "0.0000",
"broker": "0",
"agentcontact": "0",
"brokerfirstname": null,
"outputvalue_brokerfirstname": null,
"brokerlastname": null,
"outputvalue_brokerlastname": null,
"campaign_id": "0",
"chargevat": "true",
"outputvalue_chargevat": "true",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"companylogourl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_companylogourl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-06T14:20:03+00:00",
"outputvalue_creationdate": "2017-07-06T14:20:03+00:00",
"earliesttransactiondateallowed": "1899-12-31T00:00:00+00:00",
"outputvalue_earliesttransactiondateallowed": "1899-12-31T00:00:00+00:00",
"emailinvoice": "true",
"outputvalue_emailinvoice": "true",
"enddate": "2017-06-22T00:00:00+00:00",
"outputvalue_enddate": "2017-06-22T00:00:00+00:00",
"fulladdress": null,
"outputvalue_fulladdress": null,
"hasactivelicence": "0",
"outputvalue_hasactivelicence": "0",
"includebfwd": "false",
"outputvalue_includebfwd": "false",
"showcalldetails": "false",
"outputvalue_showcalldetails": "false",
"includeitemisedbill": "true",
"outputvalue_includeitemisedbill": "true",
"includestatement": "false",
"outputvalue_includestatement": "false",
"isexternal": "false",
"outputvalue_isexternal": "false",
"isresidential": "true",
"outputvalue_isresidential": "true",
"isvirtual": "false",
"outputvalue_isvirtual": "false",
"leaddadiagent": "false",
"outputvalue_leaddadiagent": "false",
"leaddadiid": "595fb39d-8478-42cb-89e8-a926178df779",
"outputvalue_leaddadiid": "595fb39d-8478-42cb-89e8-a926178df779",
"location": "0",
"meetingpackageid": "0",
"onaccount": "false",
"outputvalue_onaccount": "false",
"onlinebill": "0",
"outputvalue_onlinebill": "0",
"organization": "1",
"outputvalue_organization": "essensys Ltd",
"overridediscount": "0",
"outputvalue_overridediscount": "0%",
"user_id": "0",
"printinvoice": "false",
"outputvalue_printinvoice": "false",
"recordtype": "1",
"outputvalue_recordtype": "Account",
"registeredaddresssingleline": null,
"outputvalue_registeredaddresssingleline": null,
"registeredfulladdress": null,
"outputvalue_registeredfulladdress": null,
"singlelineaddress": null,
"outputvalue_singlelineaddress": null,
"startdate": "2017-10-22T00:00:00+00:00",
"outputvalue_startdate": "2017-10-22T00:00:00+00:00",
"updatedate": "2017-07-06T14:25:44+00:00",
"outputvalue_updatedate": "2017-07-06T14:25:44+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"accounts": [
{
"clientname": "",
"accounttype_id": "Item from list",
"clienttype": "Item from list",
"enddate": "22/10/2013",
"startdate": "22/10/2013"
}
]
}
PUT (Full) JSON Body
{
"accounts": [
{
"accountalias": "Darren",
"clientname": "Darren",
"accounttype_id": "Item from list",
"accountsid": "",
"addressline1": "",
"addressline2": "",
"addressline3": "",
"agenttype": "Item from list",
"bankaccountname": "",
"accno": "",
"bankcode": "",
"billday": "Selected item",
"broker": "Item from list",
"agentcontact": "Item from list",
"agentemail": "darren@domain.com",
"agentreference": "",
"campaign_id": "Item from list",
"chargevat": "True",
"clienttype": "Item from list",
"companylogo": "",
"companyno": "",
"contact": "",
"country": "",
"county": "",
"creditlimit": "£0.00",
"ddreference": "Darren ",
"ddi": "",
"departmentnumber": "",
"emailaddress": "darren@domain.com",
"emailinvoice": "True",
"enddate": "22/10/2013",
"faxno": "+44 845 303 1000",
"firstname": "Darren",
"forwardaddresscountry": "",
"forwardaddresscounty": "",
"forwardaddressfax": "",
"forwardaddressfirstname": "",
"forwardaddresslastname": "",
"forwardaddressline1": "",
"forwardaddressline2": "",
"forwardaddressline3": "",
"forwardaddresspostcode": "",
"forwardaddresstelephone": "+44 845 303 1000",
"forwardaddresstown": "Town",
"freetext": "",
"groupaccount": "Item from list",
"includebfwd": "True",
"showcalldetails": "True",
"includeitemisedbill": "True",
"includestatement": "True",
"industry": "Item from list",
"invoicebccaddress": "darren@rjmetis.com",
"invoiceccaddress": "darren@rjmetis.com",
"invoiceemailaddress": "darren@rjmetis.com",
"lastname": "Smith",
"leadsource": "Item from list",
"leaddadiagent": "True",
"location": "Item from list",
"meetingpackageid": "Item from list",
"mobileno": "07111 211211",
"bankname": "Bank PLC",
"onaccount": "True",
"onlinebill": "True",
"shopperreference": "",
"overridediscount": "100%",
"user_id": "Item from list",
"paymenttoken": "",
"postcode": "",
"printinvoice": "True",
"registeredaddresscountry": "",
"registeredaddresscounty": "",
"registeredaddressline1": "",
"registeredaddressline2": "",
"registeredaddressline3": "",
"registeredaddresspostcode": "",
"registeredtelephone": "+44 845 303 1000",
"registeredaddresstown": "",
"regisiteredfax": "",
"rentalpaymentterm": "Item from list",
"rentalpaymenttype": "Item from list",
"siccode": "",
"standardpaymentterm": "Item from list",
"paymenttype": "Item from list",
"startdate": "22/10/2013",
"phoneno": "+44 845 303 1000",
"town": "Town",
"vatno": "",
"website": "http://www.spacedadi.com"
}
]
}
curl -X PUT \
-H 'Authorization: Bearer gAA...X-w' \
-d data='{"accounts": [{"clientname": "The Client Name","clienttype": "2","enddate": "22/10/2013","startdate": "22/10/2013"}]}' \
https://operate-api.essensys.tech/api/1.0/account
DELETE
curl -X DELETE \
-H "Content-type: application/x-www-form-urlencoded; charset=utf-8" \
-H "Authorization: Bearer xxxxx" \
-d "itemid=572467" \
https://operate-api.essensys.tech/api/1.0/account
| Field | Type | Size | Description |
|---|---|---|---|
| accountalias | string | 255 | |
| accountid | int | Reference to the Account | |
| accounttype_id | int | accounttypeid from Account Type | |
| addressline1 | string | 255 | |
| addressline2 | string | 255 | |
| addressline3 | string | 255 | |
| agentcontact | int | contactid from Contact the broker who brought the client. | |
| agentemail | string | 255 | |
| agentreference | string | 255 | |
| agenttype | int | agenttypeid from Agent Type | |
| balance | decimal | 18 | |
| bankaccountname | string | 255 | |
| bankcode | string | 255 | |
| bankname | string | ||
| billday | int | Day of the month 1-31 | |
| broker | int | accountid from Account. The broker through which the account has been acquired. | |
| brokerfirstname | string | 255 | |
| brokerlastname | string | 255 | |
| campaign_id | int | campaignid from Email Campaign | |
| chargevat | boolean | ||
| clientname | string | ||
| clientType | int | from Client Type | |
| companylogourl | string | ||
| companyno | string | 255 | |
| contact | string | 255 | |
| country | string | 255 | |
| county | string | 255 | |
| createdby | string | fullname from User | |
| creationdate | date | ||
| creditlimit | currency | The maximum amount of credit extended to a client. | |
| ddi | string | 20 | Direct Debit Instructions |
| ddreference | string | 255 | |
| departmentnumber | string | 255 | The Department within your Organization that manages the Account. |
| deposit | currency | ||
| earliesttransactiondateallowed | date | When the first transaction can be recorded. | |
| emailaddress | string | ||
| emailinvoice | boolean | Account opts to receive invoices via email. | |
| enddate | date | End date of the business relationship. | |
| faxno | string | ||
| firstname | string | 255 | |
| forwardaddresscountry | string | 255 | |
| forwardaddresscounty | string | 255 | |
| forwardaddressfax | string | 255 | |
| forwardaddressfirstname | string | 255 | |
| forwardaddresslastname | string | 255 | |
| forwardaddressline1 | string | 255 | |
| forwardaddressline2 | string | 255 | |
| forwardaddressline3 | string | 255 | |
| forwardaddresspostcode | string | 20 | |
| forwardaddresstelephone | string | 255 | |
| forwardaddresstown | string | 255 | |
| freetext | string | 255 | |
| fulladdress | string | ||
| groupaccount | int | groupaccountid from Group Account | |
| hasactivelicence | boolean | ||
| includebfwd | boolean | ||
| includeitemisedbill | boolean | Select if the client requires a detailed bill, per item | |
| includestatement | boolean | ||
| industry | int | industryid from Industry | |
| invoicebccaddress | string | ||
| invoiceccaddress | string | ||
| invoiceemailaddress | string | ||
| isexternal | boolean | Account not renting longterm. | |
| isresidential | boolean | Account occupies an office longterm. | |
| isvirtual | boolean | Account only uses virtual services. | |
| lastinvoicedate | date | ||
| leaddadiagent | boolean | ||
| leaddadiid | string | ||
| leadsource | int | leadsourceid from Lead Source | |
| location | int | locationid from Location. The building where Account is registered. | |
| meetingpackageid | int | meetingpackageid from Meeting Package | |
| mobileno | |||
| onaccount | boolean | Portal purchases not invoiced immediately, but added to account. | |
| onlinebill | boolean | Account views invoices on Portal. | |
| organization | int | organizationid from Organization | |
| overridediscount | percent | ||
| phoneno | string | ||
| postcode | string | 20 | |
| printinvoice | boolean | ||
| recordtype | int | recordtypeid from Record Type | |
| registeredaddresscountry | string | 255 | |
| registeredaddresscounty | string | 255 | |
| registeredaddressline1 | string | 255 | |
| registeredaddressline2 | string | 255 | |
| registeredaddressline3 | string | 255 | |
| registeredaddresssingleline | string | ||
| registeredaddresstown | string | ||
| regisiteredfax | string | 20 | |
| registeredfulladdress | string | ||
| registeredtelephone | string | 20 | |
| rentalpaymentterm | string | 255 | paymenttermname from Payment Term Represents how much time an Account has between their billing date and Invoice due date for rental related invoices. |
| rentalpaymenttype | string | 255 | paymenttermname from Payment Type Represents the payment method used for rental services. |
| shopperreference | string | 255 | |
| showcalldetails | boolean | ||
| siccode | string | 255 | |
| singlelineaddress | string | 4000 | |
| standardpaymentterm | int | paymenttermid from Payment Term How much time an Account has between their billing date and Invoice due date for all invoices except rental related. | |
| startdate | date | Date when business relationship starts. | |
| town | string | 50 | |
| unitnumbers | string | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| user_id | int | userid from User | |
| vatno | string | 255 | |
| website | string | 255 |
Account Code
https://operate-api.essensys.tech/api/1.0/accountcode
Account Codes are used to identify the account to charge for Device Imports.
GET https://operate-api.essensys.tech/api/1.0/accountcode/2
curl https://operate-api.essensys.tech/api/1.0/accountcode/2 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "94d2a785-5152-4f83-aaef-fc8866eef5e8",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 13:20:16",
"accountcodes": [
{
"row_num": "1",
"account": "12",
"outputvalue_account": "UK Marketing Team",
"accountcode": "1",
"outputvalue_accountcode": "1",
"accountcodeid": "2",
"outputvalue_accountcodeid": "2",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T13:17:00+00:00",
"outputvalue_creationdate": "2017-08-08T13:17:00+00:00",
"deviceimport": "1",
"outputvalue_deviceimport": "Elephant Call Logger",
"updatedate": "2017-08-08T13:17:00+00:00",
"outputvalue_updatedate": "2017-08-08T13:17:00+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"accountcodes": [
{
"account": "12",
"accountcode": "1",
"deviceimport": "1"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| account | int | accountid from Account | |
| accountcode | string | 255 | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| deviceimport | int | deviceimportid from Device Import | |
| recordtype | int | recordtypeid from Record Type | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Account Fixed Exchange Rate
https://operate-api.essensys.tech/api/1.0/accountfixedexchangerate
Sets a fixed exchange rate for an Account.
GET https://operate-api.essensys.tech/api/1.0/accountfixedexchangerate/1
curl https://operate-api.essensys.tech/api/1.0/accountfixedexchangerate/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "7284e8f4-25e6-4b81-9e7a-63815516588a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 12:46:25",
"accountfixedexchangerates": [
{
"row_num": "1",
"account": "12",
"outputvalue_account": "UK Marketing Team",
"accountfixedexchangerateid": "1",
"outputvalue_accountfixedexchangerateid": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T12:45:55+00:00",
"outputvalue_creationdate": "2017-08-08T12:45:55+00:00",
"currencycode": "1",
"outputvalue_currencycode": "1",
"enddate": "2013-10-22T00:00:00+00:00",
"outputvalue_enddate": "2013-10-22T00:00:00+00:00",
"exchangerate": "1.1",
"outputvalue_exchangerate": "1.1",
"sitecurrency": "GBP",
"outputvalue_sitecurrency": "GBP",
"startdate": "2013-10-22T00:00:00+00:00",
"outputvalue_startdate": "2013-10-22T00:00:00+00:00",
"updatedate": "2017-08-08T12:45:55+00:00",
"outputvalue_updatedate": "2017-08-08T12:45:55+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"accountfixedexchangerates": [
{
"account": "12",
"currencycode": "1",
"enddate": "22/10/2013",
"exchangerate": "1.1",
"startdate": "22/10/2013"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| account | int | accountid from Account | |
| accountfixedexchangerateid | int | Reference to the Account Fixed Exchange Rate | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| currencycode | int | currencyid from Currency | |
| enddate | date | ||
| exchangerate | decimal | The exchange rate applied to an account. | |
| sitecurrency | string | ||
| startdate | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Account Type
https://operate-api.essensys.tech/api/1.0/accounttype
Default Account Types are: Prospect, Customer and Broker. Custom types can be created using a new Record Type.
An Account requires a reference to an accounttypeid.
GET https://operate-api.essensys.tech/api/1.0/AccountType/-6
curl https://operate-api.essensys.tech/api/1.0/accounttype/-6 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "4780cb1a-a67e-4f84-9329-375e940691b3",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 10:20:01",
"accounttypes": [
{
"row_num": "1",
"accounttypename": "Converted Lead",
"outputvalue_accounttypename": "Converted Lead",
"accounttypeid": "-6",
"outputvalue_accounttypeid": "-6",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2015-08-06T06:26:11+00:00",
"outputvalue_creationdate": "2015-08-06T06:26:11+00:00",
"updatedate": "2015-08-06T06:26:11+00:00",
"outputvalue_updatedate": "2015-08-06T06:26:11+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| accounttypename | string | ||
| accounttypeid | int | reference to the Account Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Group Account
https://operate-api.essensys.tech/api/1.0/groupaccount
Group Accounts are used to organize Accounts that belong to one customer, who may exist across multiple locations.
GET https://operate-api.essensys.tech/api/1.0/groupaccount/1
curl https://operate-api.essensys.tech/api/1.0/groupaccount/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "8decafa8-c898-45ae-8021-4118b4095b93",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "14/08/2017 13:18:15",
"groupaccounts": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-14T13:18:11+00:00",
"outputvalue_creationdate": "2017-08-14T13:18:11+00:00",
"groupaccountid": "1",
"outputvalue_groupaccountid": "1",
"groupaccountname": "Test Group Account",
"outputvalue_groupaccountname": "Test Group Account",
"updatedate": "2017-08-14T13:18:11+00:00",
"outputvalue_updatedate": "2017-08-14T13:18:11+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (minimum and full) JSON Body
{
"groupaccounts": [
{
"groupaccountid": "",
"groupaccountname": "Darren"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| groupaccountid | int | Reference to the Group Account | |
| groupaccountname | string | 255 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Meeting Credit
https://operate-api.essensys.tech/api/1.0/reservationdiscount
Gives clients free hours against meeting rooms/services for a set amount of time.
GET https://operate-api.essensys.tech/api/1.0/ReservationDiscount/1
{
"response": {
"id": "95a61f22-2341-4b02-bba4-bf852db960cf",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 13:52:53",
"reservationdiscounts": [
{
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-13T13:52:53",
"outputvalue_creationdate": "2017-07-13T13:52:53",
"discount": "12345",
"outputvalue_discount": "12345",
"validfrom": "2013-10-22T00:00:00",
"outputvalue_validfrom": "2013-10-22T00:00:00",
"volume": "12345",
"outputvalue_volume": "12345",
"reservationdiscountid": "1",
"outputvalue_reservationdiscountid": "1",
"validto": "2013-10-22T00:00:00",
"outputvalue_validto": "2013-10-22T00:00:00",
"updatedate": "2017-07-13T13:52:53",
"outputvalue_updatedate": "2017-07-13T13:52:53",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
]
}
}
PUT (minimum) JSON Body
{
"reservationdiscounts": [
{
"productgroup_id": "Item from list"
}
]
}
PUT (full) JSON Body
{
"reservationdiscounts": [
{
"accountname": "Item from list",
"discount": "1,2345",
"discount_type": "Selected item",
"validfrom": "22/10/2013",
"volume": "1,2345",
"productgroup_id": "Item from list",
"validto": "22/10/2013"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| discount | Percent discounted from unit price. | ||
| validfrom | date | ||
| volume | int | ||
| reservationdiscountid | int | Reference to the reservation discount | |
| validto | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Accounts Receivable
Accounts Receivable
Provides a snapshot of the financial situation of your customers’ Accounts (e.g. balance, credit limit).
GET Only
https://operate-api.essensys.tech/api/1.0/accountsreceivable
GET https://operate-api.essensys.tech/api/1.0/AccountsReceivable/7
curl https://operate-api.essensys.tech/api/1.0/AccountsReceivable/7 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "cda93a50-e18f-47fb-b7e3-5dd2abfcf160",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "06/07/2017 13:40:00",
"accountsreceivables": [
{
"row_num": "1",
"accountsreceivableid": "7",
"outputvalue_accountsreceivableid": "7",
"accountsreceivablename": "UK Sales Team",
"outputvalue_accountsreceivablename": "UK Sales Team",
"accountsid": "2",
"outputvalue_accountsid": "2",
"amountpaid": "0",
"outputvalue_amountpaid": "0",
"balance": "0.0000",
"outputvalue_balance": "0.0000",
"createdby": "RJMETIS\\smith",
"outputvalue_createdby": "RJMETIS\\smith",
"creationdate": "2016-07-01T09:53:53+00:00",
"outputvalue_creationdate": "2016-07-01T09:53:53+00:00",
"earliesttransactiondateallowed": "1899-12-31T00:00:00+00:00",
"outputvalue_earliesttransactiondateallowed": "1899-12-31T00:00:00+00:00",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"organization": "1",
"outputvalue_organization": "essensys Ltd",
"telephone": "07764 447 414",
"outputvalue_telephone": "07764 447 414",
"updatedate": "2016-07-12T15:54:06+00:00",
"outputvalue_updatedate": "2016-07-12T15:54:06+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountsid | int | accountsid from Account | |
| accountsreceivableid | int | reference to the Accounts Receivable item. | |
| accountsreceivablename | string | ||
| amountpaid | currency | The amount that the client has paid out of the outstanding balance. | |
| balance | decimal | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| earliesttransactiondateallowed | date | ||
| location | int | locationid from Location | |
| organization | int | organizationid from Organization | |
| telephone | string | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Accounts Receivable Payment Type
https://operate-api.essensys.tech/api/1.0/accountsreceivablepaymenttype
Stores information on the type of payment made: e.g.: via credit card, direct debit, cash, etc.
GET https://operate-api.essensys.tech/api/1.0/AccountsReceivablePaymentType/5
curl https://operate-api.essensys.tech/api/1.0/AccountsReceivablePaymentType/5 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "e8678f89-5129-4a2c-b458-8c69c58b302a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 16:44:54",
"accountsreceivablepaymenttypes": [
{
"row_num": "1",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2016-01-23T16:55:38+00:00",
"outputvalue_creationdate": "2016-01-23T16:55:38+00:00",
"paymenttype": "Direct Debit",
"outputvalue_paymenttype": "Direct Debit",
"paymenttypeid": "5",
"outputvalue_paymenttypeid": "5",
"updatedate": "2016-01-23T16:55:38+00:00",
"outputvalue_updatedate": "2016-01-23T16:55:38+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| paymenttype | string | 255 | |
| paymenttypeid | int | Reference to the Payment Type. | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Transaction
https://operate-api.essensys.tech/api/1.0/transaction
A financial record representing a payment made by or to you.
GET https://operate-api.essensys.tech/api/1.0/transaction/1100
{
"response": {
"id": "433786a8-595a-41e6-a42b-f4b852d79c42",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 13:32:02",
"transactions": [
{
"row_num": "1",
"accountname": null,
"outputvalue_accountname": null,
"account": "2",
"accountno": null,
"outputvalue_accountno": null,
"amount": "0.0000",
"outputvalue_amount": "0.0000",
"bankcode": null,
"outputvalue_bankcode": null,
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-03T09:49:46+00:00",
"outputvalue_creationdate": "2017-08-03T09:49:46+00:00",
"credit": "0.0000",
"outputvalue_credit": "0.0000",
"date": "2013-10-22T00:00:00+00:00",
"outputvalue_date": "2013-10-22T00:00:00+00:00",
"ddagreed": "0",
"outputvalue_ddagreed": "0",
"ddreference": null,
"outputvalue_ddreference": null,
"debit": "0.0000",
"outputvalue_debit": "0.0000",
"bacsexported": "0",
"outputvalue_bacsexported": "0",
"finalddamount": "0.0000",
"outputvalue_finalddamount": "0.0000",
"gross": "0",
"outputvalue_gross": "0",
"includeinbacsexport": "false",
"outputvalue_includeinbacsexport": "false",
"net": "0",
"outputvalue_net": "0",
"outstanding": "0.0000",
"outputvalue_outstanding": "0.0000",
"paymenttype": "1",
"outputvalue_paymenttype": "Cheque",
"paymenttypename": "Cheque",
"outputvalue_paymenttypename": "Cheque",
"invoicenumber": "Test",
"outputvalue_invoicenumber": "Test",
"reference": "Test",
"outputvalue_reference": "Test",
"status": "4",
"outputvalue_status": "4",
"tax": "0",
"outputvalue_tax": "0",
"transactionname": "Payment Received",
"outputvalue_transactionname": "Payment Received",
"transactionid": "1100",
"outputvalue_transactionid": "1100",
"updatedate": "2017-08-03T09:49:46+00:00",
"outputvalue_updatedate": "2017-08-03T09:49:46+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| account | int | accountid from Account | |
| accountname | string | 255 | |
| accountno | string | 255 | |
| amount | decimal | ||
| bacsexported | boolean | ||
| bankcode | string | 255 | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| credit | decimal | ||
| date | date | ||
| ddagreed | boolean | ||
| ddreference | string | 255 | |
| debit | decimal | ||
| finalddamount | decimal | ||
| gross | |||
| includeinbacsexport | boolean | ||
| invoicenumber | string | 255 | |
| outstanding | decimal | ||
| paymenttype | int | paymenttypeid from Payment Type | |
| reference | string | 255 | |
| status | int | 4 = Unbooked, 5 = Booked | |
| tax | int | taxid from Tax | |
| transactionid | int | Reference to the Transaction | |
| transactionname | string | 255 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Bookings
Meeting room bookings are found using the Calendar endpoint.
Calendar belongs to a resource Product, which in turn belongs to a Location.
Each booking needs to be associated with an Account.
Bookings can be confirmed or provisional and they can be updated, cancelled or deleted. Each booking can be accompanied by a Booking Form and/or an Invoice. If an Invoice is not generated, bookings will produce Charge Sheet.
Calendar
https://operate-api.essensys.tech/api/1.0/calendar
Key endpoint for creating, modifying and deleting bookings.
Booking Charge and Booking Conflict can reference a bookingid.
GET https://operate-api.essensys.tech/api/1.0/calendar/629
curl https://operate-api.essensys.tech/api/1.0/calendar/629 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "411cb25f-7556-472f-b88b-fafb57eb887b",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 11:18:22",
"calendars": [
{
"row_num": "1",
"account": "62",
"outputvalue_account": "essensys",
"accountname": "essensys",
"outputvalue_accountname": "essensys",
"bookedby": "Ben Smith",
"outputvalue_bookedby": "Ben Smith",
"bookingtitle": "Ben Smith ",
"outputvalue_bookingtitle": "Ben Smith ",
"bookingid": "629",
"outputvalue_bookingid": "629",
"cateringfacilities": null,
"outputvalue_cateringfacilities": null,
"clearancetime": "0",
"outputvalue_clearancetime": "0",
"contact": "79",
"outputvalue_contact": "Ben Smith",
"contactemail": "ben.smith@essensys.tech",
"outputvalue_contactemail": "ben.smith@essensys.tech",
"contactname": "Ben Smith",
"outputvalue_contactname": "Ben Smith",
"createdby": "Darren Smith",
"outputvalue_createdby": "Darren Smith",
"creationdate": "2016-10-19T14:08:36+00:00",
"outputvalue_creationdate": "2016-10-19T14:08:36+00:00",
"datebooked": "2016-10-19T14:08:36+00:00",
"outputvalue_datebooked": "2016-10-19T14:08:36+00:00",
"discountpercent": "0",
"outputvalue_discountpercent": "0",
"discounthours": null,
"outputvalue_discounthours": null,
"duration": "0.5 Hrs",
"outputvalue_duration": "0.5 Hrs",
"durationhours": "0.5",
"outputvalue_durationhours": "0.5",
"enddate": "2016-10-21T11:30:00+00:00",
"outputvalue_enddate": "2016-10-21T11:30:00+00:00",
"end_date": "2016-10-21T11:30:00+00:00",
"outputvalue_end_date": "2016-10-21T11:30:00+00:00",
"id": "629",
"outputvalue_id": "629",
"invoiced": "false",
"outputvalue_invoiced": "false",
"unit_id": "150",
"outputvalue_unit_id": "150",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"locationname": "Aldgate Tower",
"outputvalue_locationname": "Aldgate Tower",
"multiplebooking": "false",
"outputvalue_multiplebooking": "false",
"notes": null,
"outputvalue_notes": null,
"organization": "1",
"outputvalue_organization": "essensys Ltd",
"outlookappointmentid": "AQMkADRlYzcyNmRmLTM3MjQtNGU4Mi05MDY0LTFhM2E2MjkyZGYxZgBGAAAD7FSYOKOH-U6JNUXQuRqn0AcAXIYGgYzJq0eXtP86IL0yUQAAAgENAAAAXIYGgYzJq0eXtP86IL0yUQABgsjlGgAAAA==",
"outputvalue_outlookappointmentid": "AQMkADRlYzcyNmRmLTM3MjQtNGU4Mi05MDY0LTFhM2E2MjkyZGYxZgBGAAAD7FSYOKOH-U6JNUXQuRqn0AcAXIYGgYzJq0eXtP86IL0yUQAAAgENAAAAXIYGgYzJq0eXtP86IL0yUQABgsjlGgAAAA==",
"priceoverridden": "false",
"outputvalue_priceoverridden": "false",
"productgroup": "27",
"outputvalue_productgroup": "Meeting Rooms",
"recurringbooking": "false",
"outputvalue_recurringbooking": "false",
"relatedspaceproducts": null,
"outputvalue_relatedspaceproducts": null,
"resource": "150",
"outputvalue_resource": "Round Table Room",
"resourcename": "Round Table Room",
"outputvalue_resourcename": "Round Table Room",
"startdate": "2016-10-21T11:00:00+00:00",
"outputvalue_startdate": "2016-10-21T11:00:00+00:00",
"start_date": "2016-10-21T11:00:00+00:00",
"outputvalue_start_date": "2016-10-21T11:00:00+00:00",
"statusname": "1",
"outputvalue_statusname": "1",
"text": "Ben Smith ",
"outputvalue_text": "Ben Smith ",
"updatedate": "2016-10-19T14:08:36+00:00",
"outputvalue_updatedate": "2016-10-19T14:08:36+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith",
"webbooking": "false",
"outputvalue_webbooking": "false"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"calendars": [
{
"bookingtitle": "",
"webbooking": "True"
}
]
}
PUT (Full) JSON Body
{
"calendars": [
{
"account": "Item from list",
"bookedby": "Darren Smith",
"bookingcolor": "1,2345",
"bookingtitle": "Darren Smith",
"cateringresource": "Item from list",
"contact": "Item from list",
"datebooked": "22/10/2013 12:23",
"delegaterate": "Item from list",
"discountpercentapplied": "1,2345",
"enddate": "22/10/2013 12:23",
"invoiced": "True",
"leadsource": "Darren Smith",
"location": "Item from list",
"multiplebooking": "True",
"discounthoursapplied": "1,2345",
"notes": "This is very long text which can go over multiple lines",
"originalbookingid": "1,2345",
"outlookappointmentid": "Darren Smith",
"priceoverridden": "True",
"recurringbooking": "True",
"reservationdiscount": "1,2345",
"resource": "Item from list",
"startdate": "22/10/2013 12:23",
"statusname": "Selected item",
"webbooking": "True"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| account | int | accountid from Account | |
| accountname | string | ||
| bookedby | string | ||
| bookingtitle | string | ||
| bookingid | int | Reference to the Calendar. | |
| cateringfacilities | string | 32767 | |
| clearancetime | int | ||
| contact | int | contactid from Contact | |
| contactemail | string | ||
| contactname | string | fullname from Contact | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| datebooked | date | ||
| discountpercent | percent | ||
| discounthours | Amount of hours with a discounted price. | ||
| duration | string | ||
| durationhours | |||
| enddate | date | ||
| end_date | date | ||
| id | int | Reference to the Calendar. (same as bookingid) | |
| invoiced | boolean | ||
| unit_id | |||
| location | int | locationid from Locaton | |
| locationname | string | ||
| multiplebooking | boolean | ||
| notes | string | 4000 | |
| organization | int | organizationid from Organization | |
| outlookappointmentid | string | ||
| priceoverridden | boolean | ||
| productgroup | int | productgroupid from Product Group | |
| recurringbooking | boolean | ||
| relatedspaceproducts | string | 4000 | |
| resource | int | productid from Product | |
| resourcename | string | 255 | |
| startdate | date | ||
| start_date | date | ||
| statusname | int | 1 = Confirmed, 2 = Provisional, 3 = Unassigned, 4 = Cancelled | |
| text | string | 255 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| webbooking | boolean |
Booking Charge
https://operate-api.essensys.tech/api/1.0/BookingCharge
A Booking Charge is added via a Charge Sheet. When invoiced, the Charge Sheet will be added as an Invoice Line.
Note: the identifier is the chargesheetid
GET https://operate-api.essensys.tech/api/1.0/BookingCharge/1274
curl https://operate-api.essensys.tech/api/1.0/BookingCharge/1274 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "548dc240-7c42-4f1e-a821-fd93cb32775a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 16:01:20",
"bookingcharges": [
{
"row_num": "1",
"accountname": "62",
"outputvalue_accountname": "essensys",
"booking": "1275",
"outputvalue_booking": "Sam Carter ",
"chargesheetid": "1274",
"outputvalue_chargesheetid": "1274",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"createdby": "Darren Smith",
"outputvalue_createdby": "Darren Smith",
"creationdate": "2016-10-20T16:58:44+00:00",
"outputvalue_creationdate": "2016-10-20T16:58:44+00:00",
"delegatecharge": "false",
"outputvalue_delegatecharge": "false",
"datefrom": "2016-10-20T18:00:00+00:00",
"outputvalue_datefrom": "2016-10-20T18:00:00+00:00",
"locationname": "1",
"outputvalue_locationname": "Aldgate Tower",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"markup": "0",
"outputvalue_markup": "0",
"markuptype": "0",
"outputvalue_markuptype": "0",
"product": "145",
"outputvalue_product": "Boardroom",
"productgroup": "27",
"outputvalue_productgroup": "Meeting Rooms",
"quantity": "1",
"outputvalue_quantity": "1",
"referencetext": null,
"outputvalue_referencetext": null,
"tax": "2",
"outputvalue_tax": "0.175",
"dateto": "2016-10-20T19:00:00+00:00",
"outputvalue_dateto": "2016-10-20T19:00:00+00:00",
"totalprice": "0",
"outputvalue_totalprice": "0",
"unitprice": "0.0000",
"outputvalue_unitprice": "0.0000",
"updatedate": "2016-10-20T16:58:44+00:00",
"outputvalue_updatedate": "2016-10-20T16:58:44+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"bookingcharges": [
{
"accountname": "",
"booking": "",
"datefrom": "22/10/2013 12:23",
"product": "",
"quantity": "1,2345",
"tax": "",
"dateto": "22/10/2013 12:23",
"unitprice": "£0.00"
}
]
}
PUT (Full) JSON Body
{
"bookingcharges": [
{
"accountname": "",
"booking": "",
"bundledproduct": "",
"delegatecharge": "True",
"datefrom": "22/10/2013 12:23",
"product": "",
"quantity": "1,2345",
"referencetext": "Darren Smith",
"tax": "",
"dateto": "22/10/2013 12:23",
"unitprice": "£0.00"
}
]
}
The following are returned on a GET request. (Note excluding _outputvalue pairs).
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| booking | int | bookingid from Calendar | |
| chargesheetid | int | reference for the booking charge | |
| clienttype | int | clienttypeid from Client Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| delegatecharge | boolean | ||
| datefrom | date | ||
| locationname | int | locationid from Location | |
| location | int | locationid from Location | |
| markup | string | ||
| markuptype | int | 1 = % , 2 = Currency Amount | |
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | |||
| referencetext | string | 255 | Displayed on the Booking Charge itself and on the Invoice. Can be null. |
| tax | int | taxid from Tax | |
| dateto | date | ||
| totalprice | currency | ||
| unitprice | currency | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Booking Conflict
GET first 10 records, listed by oldest first.
https://operate-api.essensys.tech/api/1.0/bookingconflict?startrecord=1&endrecord=10
GET first 10 records since a specified date, listed by oldest first.
https://operate-api.essensys.tech/api/1.0/BookingConflict?startrecord=1&endrecord=10&where=[startdate]>='2017-01-01'
GET https://operate-api.essensys.tech/api/1.0/bookingconflict/
{
"response": {
"id": "40be0290-5bf7-4ba7-9db1-b0f6431252b2",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 08:27:33",
"bookingconflicts": [
{
"row_num": "1",
"account": "62",
"outputvalue_account": "essensys",
"accountname": "essensys",
"outputvalue_accountname": "essensys",
"bookingtitle": "Ben Smith",
"outputvalue_bookingtitle": "Ben Smith",
"bookingid": "629",
"outputvalue_bookingid": "629",
"clearancetime": "0",
"outputvalue_clearancetime": "0",
"createdby": "Darren Smith",
"outputvalue_createdby": "Darren Smith",
"creationdate": "2016-10-19T14:08:36+00:00",
"outputvalue_creationdate": "2016-10-19T14:08:36+00:00",
"enddate": "2016-10-21T11:30:00+00:00",
"outputvalue_enddate": "2016-10-21T11:30:00+00:00",
"end_date": "2016-10-21T11:30:00+00:00",
"outputvalue_end_date": "2016-10-21T11:30:00+00:00",
"id": "629",
"outputvalue_id": "629",
"unit_id": "150",
"outputvalue_unit_id": "150",
"lead": "62",
"outputvalue_lead": "essensys",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"locationname": "Aldgate Tower",
"outputvalue_locationname": "Aldgate Tower",
"productgroup": "27",
"outputvalue_productgroup": "Meeting Rooms",
"resource": "150",
"outputvalue_resource": "Round Table Room",
"resourcename": "Round Table Room",
"outputvalue_resourcename": "Round Table Room",
"startdate": "2016-10-21T11:00:00+00:00",
"outputvalue_startdate": "2016-10-21T11:00:00+00:00",
"start_date": "2016-10-21T11:00:00+00:00",
"outputvalue_start_date": "2016-10-21T11:00:00+00:00",
"statusname": "1",
"outputvalue_statusname": "1",
"text": "Ben Smith ",
"outputvalue_text": "Ben Smith ",
"updatedate": "2016-10-19T14:08:36+00:00",
"outputvalue_updatedate": "2016-10-19T14:08:36+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith"
}
],
"totalCount": "1"
}
}
The following are returned on a GET request. (Note excluding _outputvalue pairs).
| Field | Type | Size | Description |
|---|---|---|---|
| account | int | accountid from Account | |
| accountname | string | clientname from Account | |
| bookingtitle | string | bookingtitle from Calendar | |
| bookingid | int | bookingid from Calendar | |
| clearancetime | Time needed to clear the room and prepare for the next booking. | ||
| createdby | string | 255 | createdby from Calendar |
| creationdate | date | creationdate from Calendar | |
| enddate | date | enddate from Calendar | |
| end_date | date | end_date from Calendar | |
| id | int | id from Calendar | |
| unit_id | int | unit_id from Calendar | |
| lead | int | lead from Calendar | |
| location | int | locationid from Location | |
| locationname | string | locationname from Location | |
| productgroup | int | productgroupid from Product Group | |
| resource | int | resource from Calendar | |
| resourcename | string | resourcename from Calendar (Typically this is the meeting room name) | |
| startdate | date | startdate from Calendar | |
| start_date | date | start_date from Calendar | |
| statusname | int | 1 = Confirmed, 2 = Provisional, 3 = Unassigned 4 = Cancelled | |
| text | string | text from Calendar | |
| updatedate | date | updatedate from Calendar | |
| updatedby | string | 255 | updatedby from Calendar |
Cancellation Policy
https://operate-api.essensys.tech/api/1.0/cancellationpolicy
Allows you to choose whether to charge an Account when a Booking is cancelled within a certain timeframe before the actual booking date.
GET https://operate-api.essensys.tech/api/1.0/cancellationpolicy/3
curl https://operate-api.essensys.tech/api/1.0/cancellationpolicy/3 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "250c63ff-bd88-48b2-90e7-3cc53c6bbcc6",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/08/2017 16:06:17",
"cancellationpolicys": [
{
"row_num": "1",
"cancellationpolicyid": "3",
"outputvalue_cancellationpolicyid": "3",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-12T16:06:10+00:00",
"outputvalue_creationdate": "2017-08-12T16:06:10+00:00",
"noofdays": "10",
"outputvalue_noofdays": "10",
"productgroup": "24",
"outputvalue_productgroup": "Office Rent",
"updatedate": "2017-08-12T16:06:10+00:00",
"outputvalue_updatedate": "2017-08-12T16:06:10+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"cancellationpolicys": [
{
"clienttype": "1",
"noofdays": "10",
"percentagecharge": "10%",
"percentcharge": "10%",
"productgroup": "24"
}
]
}
DELETE https://operate-api.essensys.tech/api/1.0/cancellationpolicy
curl -X DELETE \
-H "Content-type: application/x-www-form-urlencoded; charset=utf-8" \
-H "Authorization: Bearer gAAAABw..." \
-d "itemid=3" \
https://operate-api.essensys.tech/api/1.0/cancellationpolicy
| Field | Type | Size | Description |
|---|---|---|---|
| cancellationpolicyid | int | Reference to the Cancellation Policy | |
| clienttype | int | clienttypeid from Client Type | |
| createdby | string | 255 | fullname from User |
| noofdays | int | ||
| percentagecharge | percent | ||
| productgroup | int | productgroupid from Product Group | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Day Delegate Rate
https://operate-api.essensys.tech/api/1.0/daydelegaterate
Day Delegate Rates apply meeting room booking and service charges per person per day.
GET https://operate-api.essensys.tech/api/1.0/daydelegaterate/2
curl https://operate-api.essensys.tech/api/1.0/daydelegaterate/2 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "25d5c0ac-9b63-4aac-a227-7eca3ddbf6a1",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "24/07/2017 16:08:24",
"daydelegaterates": [
{
"row_num": "1",
"cateringupto": "0.0000",
"outputvalue_cateringupto": "0.0000",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-24T16:08:18+00:00",
"outputvalue_creationdate": "2017-07-24T16:08:18+00:00",
"daydelegateratename": "Day Rate 20",
"outputvalue_daydelegateratename": "Day Rate 20",
"daydelegaterateid": "2",
"outputvalue_daydelegaterateid": "2",
"facilitiesupto": "0.0000",
"outputvalue_facilitiesupto": "0.0000",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"minimumdelegates": "12345",
"outputvalue_minimumdelegates": "12345",
"updatedate": "2017-07-24T16:08:18+00:00",
"outputvalue_updatedate": "2017-07-24T16:08:18+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"daydelegaterates": [
{
"cateringupto": "£0.00",
"daydelegateratename": "Day Rate 20",
"facilitiesupto": "£0.00",
"location": "1",
"minimumdelegates": "12",
"unitprice": "£20.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| cateringupto | decimal | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| daydelegateratename | string | ||
| daydelegaterateid | int | Reference to the Day Delegate Rate | |
| facilitiesupto | decimal | ||
| location | int | locationid from Location | |
| minimumdelegates | int | ||
| unitprice | currency | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Charges
Adds charges for ad-hoc product or service purchases, generating Batch Sheets, Charge Sheets or Metered Batch Sheets.
Batch Sheets charge multiple customers for products/services within the same Product Group.
Charge Sheets add one charge, per customer, per product/service. When invoiced, the Charge Sheet will be added as an Invoice Line.
Metered Batch Sheets allow readings to be added, to charge for metered services such as electricity.
Batch Sheet
https://operate-api.essensys.tech/api/1.0/BatchSheet
Batch Sheets charge multiple customers for products/services within the same Product Group.
Metered Batch Sheet can reference a batchsheetid.
GET https://operate-api.essensys.tech/api/1.0/BatchSheet/6815
curl https://operate-api.essensys.tech/api/1.0/BatchSheet/6815 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "14305c38-402d-4290-a78a-656cd4f6fd6d",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 10:06:46",
"batchsheets": [
{
"row_num": "1",
"actualtotal": "0",
"outputvalue_actualtotal": "0",
"approved": "false",
"outputvalue_approved": "false",
"batchdate": "2016-10-28T17:08:00+00:00",
"outputvalue_batchdate": "2016-10-28T17:08:00+00:00",
"batchsheetid": "6815",
"outputvalue_batchsheetid": "6815",
"completed": "false",
"outputvalue_completed": "false",
"createdby": "Lisa Martin",
"outputvalue_createdby": "Lisa Martin",
"creationdate": "2016-10-28T17:08:21+00:00",
"outputvalue_creationdate": "2016-10-28T17:08:21+00:00",
"batchsheetname": "New Batch Sheet",
"outputvalue_batchsheetname": "New Batch Sheet",
"estimatedtotal": "0.0000",
"outputvalue_estimatedtotal": "0.0000",
"grandtotal": "0",
"outputvalue_grandtotal": "0",
"location": "0",
"productgroup": "0",
"taxtotal": "0",
"outputvalue_taxtotal": "0",
"updatedate": "2016-10-28T17:08:21+00:00",
"outputvalue_updatedate": "2016-10-28T17:08:21+00:00",
"updatedby": "Lisa Martin",
"outputvalue_updatedby": "Lisa Martin",
"variance": "0",
"outputvalue_variance": "0"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"batchsheets": [
{
"approved": "True",
"batchdate": "22/10/2013",
"completed": "True",
"batchsheetname": "Darren Smith",
"location": "Item from list",
"productgroup": "Item from list"
}
]
}
PUT (Full) JSON Body
{
"batchsheets": [
{
"approved": "True",
"batchdate": "22/10/2013",
"completed": "True",
"batchsheetname": "Darren Smith",
"estimatedtotal": "£0.00",
"location": "Item from list",
"productgroup": "Item from list"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| actualtotal | |||
| approved | boolean | ||
| batchdate | date | ||
| batchsheetid | int | Reference to the Batch Sheet | |
| completed | boolean | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| batchsheetname | string | ||
| estimatedtotal | decimal | ||
| grandtotal | |||
| location | |||
| productgroup | |||
| taxtotal | |||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| variance |
Batch Charge Sheet
https://operate-api.essensys.tech/api/1.0/batchchargesheet
Batch Sheets are a quick way to add ad-hoc product or service charges
GET https://operate-api.essensys.tech/api/1.0/batchchargesheet/1274
curl https://operate-api.essensys.tech/api/1.0/batchchargesheet/1274 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "70c78ce7-c85b-4e12-8135-1ab1f120f876",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 10:13:00",
"batchchargesheets": [
{
"row_num": "4",
"accountname": "62",
"outputvalue_accountname": "essensys",
"batchsheet": "1275",
"outputvalue_batchsheet": "New Batch",
"chargesheetid": "1274",
"outputvalue_chargesheetid": "1274",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"createdby": "Darren Smith",
"outputvalue_createdby": "Darren Smith",
"creationdate": "2016-10-20T16:58:44+00:00",
"outputvalue_creationdate": "2016-10-20T16:58:44+00:00",
"datefrom": "2016-10-20T18:00:00+00:00",
"outputvalue_datefrom": "2016-10-20T18:00:00+00:00",
"locationname": "1",
"outputvalue_locationname": "Aldgate Tower",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"markup": "0",
"outputvalue_markup": "0",
"markuptype": "0",
"outputvalue_markuptype": "0",
"product": "145",
"outputvalue_product": "Boardroom",
"productgroup": "27",
"outputvalue_productgroup": "Meeting Rooms",
"quantity": "2",
"outputvalue_quantity": "1",
"referencetext": null,
"outputvalue_referencetext": null,
"tax": "2",
"outputvalue_tax": "0.175",
"dateto": "2016-10-20T19:00:00+00:00",
"outputvalue_dateto": "2016-10-20T19:00:00+00:00",
"totalprice": "10.0",
"outputvalue_totalprice": "0",
"unitprice": "5.0000",
"outputvalue_unitprice": "0.0000",
"updatedate": "2016-10-20T16:58:44+00:00",
"outputvalue_updatedate": "2016-10-20T16:58:44+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"batchchargesheets": [
{
"accountname": "12",
"batchsheet": "Item from list",
"datefrom": "22/10/2013 12:23",
"product": "73",
"quantity": "1",
"tax": "5",
"dateto": "22/10/2013 12:23",
"unitprice": "5.00"
}
]
}
PUT (Full) JSON Body
{
"batchchargesheets": [
{
"accountname": "Item from list",
"batchsheet": "Item from list",
"datefrom": "22/10/2013 12:23",
"product": "73",
"quantity": "1.5",
"referencetext": "",
"tax": "5",
"dateto": "22/10/2013 12:23",
"unitprice": "5.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| batchsheet | int | ||
| chargesheetid | int | ||
| clienttype | int | clienttypeid from Client Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| datefrom | date | ||
| locationname | int | locationid from Location | |
| location | int | locationid from Location | |
| markup | string | % or currency value | |
| markuptype | int | 1 = % , 2 = Currency Amount | |
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | decimal | ||
| referencetext | string | 255 | |
| tax | int | taxid from Tax | |
| dateto | date | ||
| totalprice | decimal | ||
| unitprice | decimal | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Charge Sheet
https://operate-api.essensys.tech/api/1.0/chargesheet
Charge Sheets add one charge, per customer, per product/service. When invoiced, the Charge Sheet will be added as an Invoice Line.
GET https://operate-api.essensys.tech/api/1.0/chargesheet/452326
curl https://operate-api.essensys.tech/api/1.0/chargesheet/452326 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "acd36e9f-8d07-4a77-9d7f-9a046b45ad0a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 11:21:51",
"chargesheets": [
{
"row_num": "1",
"accountfullname": "Test",
"outputvalue_accountfullname": "Test",
"accountname": "277754",
"outputvalue_accountname": "Test",
"chargesheetid": "452326",
"outputvalue_chargesheetid": "452326",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"createdby": "Josephine Smith",
"outputvalue_createdby": "Josephine Smith",
"creationdate": "2017-07-07T10:00:55+00:00",
"outputvalue_creationdate": "2017-07-07T10:00:55+00:00",
"datefrom": "2017-07-07T11:00:00+00:00",
"outputvalue_datefrom": "2017-07-07T11:00:00+00:00",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"product": "145",
"outputvalue_product": "Boardroom",
"productgroup": "27",
"outputvalue_productgroup": "Meeting Rooms",
"quantity": "1",
"outputvalue_quantity": "1",
"tax": "5",
"outputvalue_tax": "20% Tax rate",
"dateto": "2017-07-07T11:00:49+00:00",
"outputvalue_dateto": "2017-07-07T11:00:49+00:00",
"totalprice": "0",
"outputvalue_totalprice": "0",
"unitprice": "0.0000",
"outputvalue_unitprice": "0.0000",
"updatedate": "2017-07-07T10:00:55+00:00",
"outputvalue_updatedate": "2017-07-07T10:00:55+00:00",
"updatedby": "Josephine Smith",
"outputvalue_updatedby": "Josephine Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"chargesheets": [
{
"accountname": "2",
"datefrom": "22/7/2017 12:23",
"product": "73",
"quantity": "1",
"tax": "1",
"dateto": "22/7/2017 12:30",
"unitprice": "£1.00"
}
]
}
PUT (Full) JSON Body
{
"chargesheets": [
{
"accountname": "2",
"datefrom": "22/7/2017 12:20",
"product": "73",
"quantity": "1",
"referencetext": "",
"tax": "1",
"dateto": "22/7/2017 12:30",
"unitprice": "£1.00"
}
]
}
DELETE https://operate-api.essensys.tech/api/1.0/chargesheet
curl -X DELETE \
-H "Content-type: application/x-www-form-urlencoded; charset=utf-8" \
-H "Authorization: Bearer gAAAABw..." \
-d "itemid=452326" \
https://operate-api.essensys.tech/api/1.0/chargesheet
| Field | Type | Size | Description |
|---|---|---|---|
| accountfullname | string | ||
| accountname | int | ||
| chargesheetid | int | Reference to the Charge Sheet | |
| clienttype | int | clienttypeid from Client Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| datefrom | date | ||
| location | int | locationid from Location | |
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | decimal | ||
| tax | int | taxid from Tax | |
| dateto | date | ||
| totalprice | currency | ||
| unitprice | currency | ||
| updatedby | string | 255 | fullname from User |
| updatedate | date |
Current Charge
https://operate-api.essensys.tech/api/1.0/currentcharge
A list of any charges which will be in the next bill run and is read only.
GET https://operate-api.essensys.tech/api/1.0/currentcharge/1019
curl https://operate-api.essensys.tech/api/1.0/currentcharge/1019 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "4d469fb8-f130-42f8-b879-8bccd38abeb5",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "24/07/2017 15:42:21",
"currentcharges": [
{
"row_num": "1",
"account": "62",
"outputvalue_account": "essensys",
"createdby": "Darren Smith",
"outputvalue_createdby": "Darren Smith",
"creationdate": "2016-10-20T05:27:06+00:00",
"outputvalue_creationdate": "2016-10-20T05:27:06+00:00",
"currentchargeid": "1019",
"outputvalue_currentchargeid": "1019",
"loggedby": {
"@xml:space": "preserve",
"#significant-whitespace": " "
},
"outputvalue_loggedby": {
"@xml:space": "preserve",
"#significant-whitespace": " "
},
"net": "0",
"outputvalue_net": "0",
"product": "Boardroom",
"outputvalue_product": "Boardroom",
"productgroup": "Meeting Rooms",
"outputvalue_productgroup": "Meeting Rooms",
"quantity": "1",
"outputvalue_quantity": "1",
"referencetext": null,
"outputvalue_referencetext": null,
"startdate": "2016-10-21T09:00:00+00:00",
"outputvalue_startdate": "2016-10-21T09:00:00+00:00",
"taxrate": "0.2",
"outputvalue_taxrate": "0.2%",
"unitprice": "0.0000",
"outputvalue_unitprice": "0.0000",
"updatedate": "2016-10-20T05:27:06+00:00",
"outputvalue_updatedate": "2016-10-20T05:27:06+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| account | int | accountid from Account | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| currentchargeid | int | Reference to the Current Charge | |
| loggedby | object | ||
| net | currency | ||
| product | string | 255 | |
| productgroup | string | 255 | |
| quantity | int | ||
| referencetext | string | 255 | |
| startdate | date | ||
| taxrate | decimal | ||
| unitprice | decimal | ||
| updatedby | string | 255 | fullname from User |
| updatedate | date |
Device Import
https://operate-api.essensys.tech/api/1.0/deviceimport
Import Charges via .csv files from third party applications or devices.
GET https://operate-api.essensys.tech/api/1.0/deviceimport
curl https://operate-api.essensys.tech/api/1.0/deviceimport \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "1181056f-dfa1-4bca-8eb1-5d2e2d883b09",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/08/2017 09:51:30",
"deviceimports": [
{
"batchno": "12345",
"outputvalue_batchno": "12345",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-15T09:51:29",
"outputvalue_creationdate": "2017-08-15T09:51:29",
"importdate": "2017-01-01T00:00:00",
"outputvalue_importdate": "2017-01-01T00:00:00",
"deviceimportname": "123",
"outputvalue_deviceimportname": "",
"deviceimportid": "5",
"outputvalue_deviceimportid": "5",
"updatedate": "2017-08-15T09:51:29",
"outputvalue_updatedate": "2017-08-15T09:51:29",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
]
}
}
PUT (Minimum) JSON Body
{
"deviceimports": [
{
"batchno": "12345",
"importdate": "01/01/2017",
"deviceimportname": "123",
}
]
}
PUT (Full) JSON Body
{
"deviceimports": [
{
"batchno": "1,2345",
"importdate": "22/10/2013",
"deviceimportname": "Item from list",
"deviceimportid": "Darren",
"importdata": "Darren",
"location": "Item from list",
"importstatus": "Selected item",
"user": "Item from list"
}
]
}
PUT Response
{
"response": {
"id": "aa8a6b9c-67d2-4679-a855-d5c49a185d61",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 07:54:52",
"deviceimports": [
{
"batchno": "123",
"outputvalue_batchno": "123",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-25T07:54:52",
"outputvalue_creationdate": "2017-07-25T07:54:52",
"importdate": "2017-07-24T00:00:00",
"outputvalue_importdate": "2017-07-24T00:00:00",
"deviceimportid": "2",
"outputvalue_deviceimportid": "2",
"updatedate": "2017-07-25T07:54:52",
"outputvalue_updatedate": "2017-07-25T07:54:52",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
]
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| batchno | int | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| deviceimportname | int | ||
| deviceimportid | int | Reference to the Device Import | |
| importdata | string | 400000 | |
| importdate | date | ||
| location | int | locationid from Location | |
| importstatus | int | 0 = Processing, 1 = Nothing Imported, 2=Imported with Errors, 3 = Imported Successfully | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| user |
Device Import Map
https://operate-api.essensys.tech/api/1.0/deviceimportmap
A custom map of fields to import from third party applications when using Device Import to add charges to Accounts.
GET https://operate-api.essensys.tech/api/1.0/deviceimportmap/8
curl https://operate-api.essensys.tech/api/1.0/deviceimportmap/8 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "c8902925-d05d-422f-a656-ec298bdd5a4a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 14:41:14",
"deviceimportmaps": [
{
"row_num": "1",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2009-05-29T09:34:04+00:00",
"outputvalue_creationdate": "2009-05-29T09:34:04+00:00",
"deviceimportmapid": "8",
"outputvalue_deviceimportmapid": "8",
"devicename": "Teamphone",
"outputvalue_devicename": "Teamphone",
"fileext": "CSV",
"outputvalue_fileext": "CSV",
"filetype": "0",
"outputvalue_filetype": "0",
"ignorezerovalues": "true",
"outputvalue_ignorezerovalues": "true",
"clearlastrows": "0",
"outputvalue_clearlastrows": "0",
"firstrowfields": "0",
"outputvalue_firstrowfields": "0",
"updatedate": "2009-05-29T09:34:04+00:00",
"outputvalue_updatedate": "2009-05-29T09:34:04+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin",
"useitemcolumn": "true",
"outputvalue_useitemcolumn": "true"
}
],
"totalCount": "1"
}
}
PUT (Minimum & Full) JSON Body
{
"deviceimportmaps": [
{
"deviceimportmapid": "",
"devicename": "",
"fileext": "Selected item",
"filetype": "Selected item",
"ignorezerovalues": "True",
"clearlastrows": "123",
"firstrowfields": "123",
"useitemcolumn": "True"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| deviceimportmapid | int | Reference to the Device Import Map | |
| devicename | string | ||
| fileext | string | ||
| filetype | |||
| ignorezerovalues | |||
| clearlastrows | |||
| firstrowfields | |||
| updatedby string | fullname from User | ||
| updatedate | date | ||
| useitemcolumn | boolean |
Metered Batch Sheet
https://operate-api.essensys.tech/api/1.0/meteredbatchsheet
Charge clients for metered services. You can add readings every month and bill each Account for the amount they use.
Batch Sheet is also referenced by batchsheetid.
GET https://operate-api.essensys.tech/api/1.0/meteredbatchsheet/11803
{
"response": {
"id": "e2109795-370f-41d1-a370-05df2f2e1448",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/08/2017 09:28:37",
"meteredbatchsheets": [
{
"row_num": "1",
"actualtotal": "0",
"outputvalue_actualtotal": "0",
"approved": "true",
"outputvalue_approved": "true",
"batchdate": "2017-10-22T00:00:00+00:00",
"outputvalue_batchdate": "2017-10-22T00:00:00+00:00",
"batchsheetid": "11803",
"outputvalue_batchsheetid": "11803",
"completed": "true",
"outputvalue_completed": "true",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-15T09:27:39+00:00",
"outputvalue_creationdate": "2017-08-15T09:27:39+00:00",
"batchsheetname": "Test 987",
"outputvalue_batchsheetname": "Test 987",
"grandtotal": "0",
"outputvalue_grandtotal": "0",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"product": "73",
"outputvalue_product": "Room 1",
"productgroup": "23",
"taxtotal": "0",
"outputvalue_taxtotal": "0",
"updatedate": "2017-08-15T09:27:39+00:00",
"outputvalue_updatedate": "2017-08-15T09:27:39+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"meteredbatchsheets": [
{
"approved": "True",
"batchdate": "22/10/2013",
"completed": "True",
"batchsheetname": "",
"location": "1",
"product": "73",
"productgroup": "23"
}
]
}
PUT (Full) JSON Body
{
"meteredbatchsheets": [
{
"approved": "True",
"batchdate": "22/10/2013",
"completed": "True",
"batchsheetname": "",
"estimatedtotal": "£0.00",
"location": "Item from list",
"product": "Item from list",
"productgroup": "Item from list"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| actualtotal | currency | ||
| approved | boolean | ||
| batchdate | date | ||
| batchsheetid | int | Reference to the Metered Batch Sheet | |
| completed | boolean | ||
| batchsheetname | string | ||
| estimatedtotal | currency | ||
| grandtotal | currency | ||
| location | int | locationid from Location | |
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| taxtotal | currency | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Metered Batch Charge Sheet
https://operate-api.essensys.tech/api/1.0/meteredbatchchargesheet
Note: The id for a Metered Batch Charge Sheet is chargesheetid
GET https://operate-api.essensys.tech/api/1.0/meteredbatchchargesheet/628
{
"response": {
"id": "03d897a9-d89a-457f-98b4-b502393957bf",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 12:29:41",
"meteredbatchchargesheets": [
{
"row_num": "1",
"accountname": "essensys",
"outputvalue_accountname": "essensys",
"account": "62",
"outputvalue_account": "essensys",
"batchsheet": "629",
"outputvalue_batchsheet": "New Batch",
"chargesheetid": "628",
"outputvalue_chargesheetid": "628",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"createdby": "Darren Smith",
"outputvalue_createdby": "Darren Smith",
"creationdate": "2016-10-19T14:08:37+00:00",
"outputvalue_creationdate": "2016-10-19T14:08:37+00:00",
"datefrom": "2016-10-21T11:00:00+00:00",
"outputvalue_datefrom": "2016-10-21T11:00:00+00:00",
"locationname": "1",
"outputvalue_locationname": "Aldgate Tower",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"office": "150",
"outputvalue_office": "Round Table Room",
"product": "150",
"outputvalue_product": "Round Table Room",
"productgroup": "27",
"outputvalue_productgroup": "Meeting Rooms",
"quantity": "1",
"outputvalue_quantity": "1",
"referencetext": null,
"outputvalue_referencetext": null,
"tax": "2",
"outputvalue_tax": "0.175",
"dateto": "2016-10-21T11:30:00+00:00",
"outputvalue_dateto": "2016-10-21T11:30:00+00:00",
"totalprice": "0.0000",
"outputvalue_totalprice": "0.0000",
"unitprice": "0.0000",
"outputvalue_unitprice": "0.0000",
"updatedate": "2016-10-19T14:08:37+00:00",
"outputvalue_updatedate": "2016-10-19T14:08:37+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"meteredbatchchargesheets": [
{
"account": "Item from list",
"batchsheet": "Item from list",
"datefrom": "22/10/2013 12:23",
"newmeterreading": "1,2345",
"product": "Item from list",
"office": "Item from list",
"previousmeterreading": "12345",
"quantity": "12",
"tax": "Item from list",
"dateto": "22/10/2013 12:23",
"unitprice": "£0.00"
}
]
}
PUT (Full) JSON Body
{
"meteredbatchchargesheets": [
{
"account": "Item from list",
"batchsheet": "Item from list",
"datefrom": "22/10/2013 12:23",
"newmeterreading": "1,2345",
"product": "Item from list",
"office": "Item from list",
"previousmeterreading": "12345",
"quantity": "12",
"referencetext": "Darren",
"tax": "Item from list",
"dateto": "22/10/2013 12:23",
"unitprice": "£0.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | string | ||
| account | int | accountid from Account | |
| batchsheet | int | ||
| chargesheetid | int | Reference to the Metered Batch Charge Sheet | |
| clienttype | int | clienttypeid from Client Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| datefrom | date | ||
| locationname | int | locationid from Location | |
| location | int | locationid from Location | |
| office | int | productid from Product | |
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | |||
| referencetext | |||
| tax | int | taxid from Tax | |
| dateto | date | ||
| totalprice | decimal | ||
| unitprice | decimal | ||
| updatedby | string | 255 | fullname from User |
| updatedate | date |
Contacts
Contacts are associated to a Lead or Account. Contacts are end users of the Operate Portal they do not have access to Operate.
A User defines a staff member with access to Operate.
Contact
https://operate-api.essensys.tech/api/1.0/contact
A contact is a person to whom you can communicate through Operate. A Contact can be associated with a Lead or an Account.
Access History, Account, Activity History, Calendar, Extension, Licence, Licence Member, Note, Shout Out, Shout Out Reply, Task, Tour and Tracking Entries can make reference to a contactid
GET https://operate-api.essensys.tech/api/1.0/Contact/230
curl https://operate-api.essensys.tech/api/1.0/Contact/230 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "92f0588c-a5c0-4bb7-b20b-09379859be9f",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "17/07/2017 14:37:48",
"contacts": [
{
"row_num": "1",
"address_id": "389075",
"outputvalue_address_id": "M",
"checkedin": "false",
"outputvalue_checkedin": "false",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"communityprofileactive": "true",
"outputvalue_communityprofileactive": "true",
"companylogourl": "/SPACECONTROL/v2/Themes/Clean/Images/Default/avatar.gif",
"output_companylogourl": "/SPACECONTROL/v2/Themes/Clean/Images/Default/avatar.gif",
"fullname": "M M",
"outputvalue_fullname": "M M",
"contactid": "230",
"outputvalue_contactid": "230",
"createdby": "live",
"outputvalue_createdby": "live",
"creationdate": "2017-05-31T11:10:34+00:00",
"outputvalue_creationdate": "2017-05-31T11:10:34+00:00",
"emailaddress": "support@.com",
"outputvalue_emailaddress": "support@.com",
"optout": "false",
"outputvalue_optout": "false",
"firstname": "M",
"outputvalue_firstname": "M",
"hasactivelicence": "0",
"outputvalue_hasactivelicence": "0",
"privatephoneno": null,
"outputvalue_privatephoneno": null,
"contactimageurl": "/SPACECONTROL/v2/Themes/Clean/Images/Default/avatar.gif",
"output_contactimageurl": "/SPACECONTROL/v2/Themes/Clean/Images/Default/avatar.gif",
"invitedfromportal": "false",
"outputvalue_invitedfromportal": "false",
"lastname": "M",
"outputvalue_lastname": "M",
"leadname": "389075",
"outputvalue_leadname": "M",
"locationname": "1",
"outputvalue_locationname": "Aldgate Tower",
"newsletter": "true",
"outputvalue_newsletter": "true",
"numberbeingfollowed": "0",
"outputvalue_numberbeingfollowed": "0",
"numberoffollowers": "0",
"outputvalue_numberoffollowers": "0",
"password": "",
"outputvalue_password": "",
"portalaccesslevel": "0",
"outputvalue_portalaccesslevel": "0",
"profilepercentcomplete": "0",
"outputvalue_profilepercentcomplete": "0%",
"companyprofileactive": "true",
"outputvalue_companyprofileactive": "true",
"receiveshoutoutemails": "true",
"outputvalue_receiveshoutoutemails": "true",
"receivestatusupdateemails": "true",
"outputvalue_receivestatusupdateemails": "true",
"remaininghours": "0m",
"outputvalue_remaininghours": "0m",
"phoneno": null,
"outputvalue_phoneno": null,
"title": "Test",
"outputvalue_title": "Test",
"updatedate": "2017-05-31T11:10:34+00:00",
"outputvalue_updatedate": "2017-05-31T11:10:34+00:00",
"updatedby": "live",
"outputvalue_updatedby": "live"
}
],
"totalCount": "1"
}
}
PUT (minimum) JSON Body
{
"contacts": [
{
"firstname": "Darren Smith",
"mobilecellno": "07111 211211"
}
]
}
PUT (full) JSON Body
{
"contacts": [
{
"address_id": "Item from list",
"assistantsname": "Darren Smith",
"ud_carregno": "Darren Smith",
"communityprofileactive": "True",
"communitystatus": "Selected item",
"companylogo": "",
"contacttypeid": "Item from list",
"department": "Darren Smith",
"dislikestags": "This is very long text which can go over multiple lines",
"dateofbirth": "22/10/2013",
"emailaddress": "darren@domain.com",
"optout": "True",
"expertisetags": "This is very long text which can go over multiple lines",
"ext": "",
"facebookaccount": "http://www.spacedadi.com",
"faxno": "+44 845 303 1000",
"firstname": "Darren Smith",
"flickraccount": "http://www.spacedadi.com",
"privatephoneno": "+44 845 303 1000",
"contactimage": "",
"importantnote": "This is text area",
"instagramaccount": "http://www.spacedadi.com",
"interestingfacts": "This is very long text which can go over multiple lines",
"invitedfromportal": "True",
"jobfunction": "Darren Smith",
"lastloggedin": "22/10/2013 12:23",
"lastname": "Darren Smith",
"leadname": "Item from list",
"likestags": "This is very long text which can go over multiple lines",
"linkedinaccount": "http://www.spacedadi.com",
"managersname": "Darren Smith",
"mobilecellno": "07111 211211",
"newsletter": "True",
"opportunityname": "Item from list",
"user_id": "Item from list",
"password": "This is encrypted text",
"pinno": "Darren Smith",
"pinterestaccount": "http://www.spacedadi.com",
"portalaccesslevel": "Selected item",
"profilepercentcomplete": "100%",
"companyprofileactive": "True",
"receiveshoutoutemails": "True",
"receivestatusupdateemails": "True",
"salutation": "Darren Smith",
"ud_sendvisitormessage": "True",
"swipecard": "Darren Smith",
"socialtags": "This is very long text which can go over multiple lines",
"phoneno": "+44 845 303 1000",
"title": "Darren Smith",
"twitteraccount": "http://www.spacedadi.com",
"socialwebsites": "This is very long text which can go over multiple lines",
"whatdoido": "This is very long text which can go over multiple lines",
"whaticareabout": "This is very long text which can go over multiple lines"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| address_id | int | ||
| checkedin | boolean | ||
| clienttype | int | clienttypeid from Client Type | |
| communityprofileactive | boolean | ||
| companylogourl | string | ||
| contacttypeid | int | contacttypeid from Contact Type | |
| contactid | int | Reference to the Contact | |
| contactimageurl | string | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| emailaddress | string | ||
| firstname | string | ||
| fullname | string | ||
| hasactivelicence | int | 0 = false | |
| invitedfromportal | boolean | ||
| jobfunction | string | 40 | |
| lastname | string | 40 | |
| leadname | int | ||
| likestags | string | 4000 | |
| locationname | int | locationid from Location | |
| newsletter | boolean | ||
| numberbeingfollowed | int | ||
| numberoffollowers | int | ||
| optout | boolean | ||
| password | string | 50 | Encrypted |
| phoneno | string | ||
| pinno | string | ||
| pinterestaccount | string | ||
| portalaccesslevel | int | 0 = Basic, 1 = Admin, 2 = Mid | |
| profilepercentcomplete | percent | ||
| companyprofileactive | boolean | ||
| receiveshoutoutemails | boolean | ||
| receivestatusupdateemails | boolean | ||
| remaininghours | Hours remaining from their active access plan, if any | ||
| salutation | string | 255 | |
| socialtags | string | 4000 | |
| socialwebsites | string | 4000 | |
| swipecard | string | 255 | |
| title | string | 20 | |
| twitteraccount | string | ||
| updatedate | date | ||
| updatedby | string | fullname from User | |
| user_id | int | userid from User | |
| whatdoido | string | 4000 | |
| whaticareabout | string | 4000 |
Contact Type
https://operate-api.essensys.tech/api/1.0/contacttype
Contact Types may include: Primary, Sales or Billing Contacts
GET https://operate-api.essensys.tech/api/1.0/contacttype/593
curl https://operate-api.essensys.tech/api/1.0/contacttype/593 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "682a7481-3179-4717-a0a4-f6a33b083a12",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 16:25:55",
"contacttypes": [
{
"row_num": "1",
"contacttypename": "Primary Contact",
"outputvalue_contacttypename": "Primary Contact",
"contacttypeid": "593",
"outputvalue_contacttypeid": "593",
"creationdate": "2011-01-15T17:25:00+00:00",
"outputvalue_creationdate": "2011-01-15T17:25:00+00:00",
"updatedate": "2011-01-15T17:25:00+00:00",
"outputvalue_updatedate": "2011-01-15T17:25:00+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| contacttypename | string | ||
| contacttypeid | int | reference to the contact type | |
| creationdate | date | ||
| updatedate | date |
Job Titles
https://operate-api.essensys.tech/api/1.0/lookupjobtitles
GET https://operate-api.essensys.tech/api/1.0/lookupjobtitles/28
{
"response": {
"id": "79e1af97-5531-41a5-85d1-3577456126ae",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 11:01:13",
"lookupjobtitless": [
{
"row_num": "1",
"creationdate": "2009-05-29T09:39:58+00:00",
"outputvalue_creationdate": "2009-05-29T09:39:58+00:00",
"jobtitle": "Managing Director",
"outputvalue_jobtitle": "Managing Director",
"jobtitlesid": "28",
"outputvalue_jobtitlesid": "28",
"updatedate": "2009-05-29T09:39:58+00:00",
"outputvalue_updatedate": "2009-05-29T09:39:58+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| jobtitle | string | the job title | |
| jobtitlesid | int | reference to the Job Title | |
| updatedate | date |
Credit Notes
A document that provides credit to a customer - either for a billing error or an overcharge. A Credit Note will include the Location and Account for which it is being issued, as well as the Credit Note Reason and Credit Note Type.
A Credit Note Template can be applied to the final document, issued to the customer. All Credit Notes are initially created as a Draft Credit Note. They contain one or more Credit Note Lines.
Draft Credit Note
https://operate-api.essensys.tech/api/1.0/draftcreditnote
A Credit Note not yet approved, to which changes can be made.
GET https://operate-api.essensys.tech/api/1.0/draftcreditnote/1082
curl https://operate-api.essensys.tech/api/1.0/draftcreditnote/1082 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "4aa3b444-6d76-4d9e-b365-f8eb7d2b59f2",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 08:12:38",
"draftcreditnotes": [
{
"row_num": "1",
"accountname": "347810",
"outputvalue_accountname": "Josephine Smith",
"approved": "false",
"outputvalue_approved": "false",
"bfwd": "0.0000",
"outputvalue_bfwd": "0.0000",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"createdby": "Josephine Smith",
"outputvalue_createdby": "Josephine Smith",
"creationdate": "2017-06-26T08:33:36+00:00",
"outputvalue_creationdate": "2017-06-26T08:33:36+00:00",
"creditnoteid": "1082",
"outputvalue_creditnoteid": "1082",
"creditnotereason": "582",
"outputvalue_creditnotereason": "Client was overcharged",
"creditnotestatus": "2",
"outputvalue_creditnotestatus": "2",
"status": "2",
"outputvalue_status": "2",
"creditnotetemplate": "0",
"creditnotetype": "584",
"outputvalue_creditnotetype": "Human Error",
"emailinvoice": "false",
"outputvalue_emailinvoice": "false",
"emailaddress": "support@meetingrooms.com",
"outputvalue_emailaddress": "support@meetingrooms.com",
"gross": "-3.6",
"outputvalue_gross": "-3.6",
"invoiceemailaddress": "support@meetingrooms.com",
"outputvalue_invoiceemailaddress": "support@meetingrooms.com",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"net": "-3",
"outputvalue_net": "-3",
"organization": "1",
"outputvalue_organization": "essensys Ltd",
"recordtype": "0",
"tax": "-0.6",
"outputvalue_tax": "-0.6",
"updatedate": "2017-07-06T09:51:29+00:00",
"outputvalue_updatedate": "2017-07-06T09:51:29+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT minimum JSON body
{
"draftcreditnotes": [
{
"accountname": "",
"creditnotedate": "22/10/2017",
"creditnotenumber": "",
"creditnotetemplate": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| approved | boolean | ||
| bfwd | decimal | ||
| clienttype | int | clienttypeid from Client Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| creditnoteid | int | Reference to the Draft Credit Note | |
| creditnotereason | int | creditnotereasonid from Crediut Note Reason | |
| creditnotestatus | |||
| creditnotetemplate | int | ||
| creditnotetype | int | creditnotetypeid from Credit Note | |
| emailinvoice | boolean | ||
| emailaddress | string | ||
| gross | decimal | ||
| invoiceemailaddress | string | ||
| location | int | locationid from Location | |
| net | decimal | ||
| organization | int | organizationid from Organization | |
| recordtype | int | recordtypeid from Record Type | |
| tax | decimal | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Draft Credit Note Line
https://operate-api.essensys.tech/api/1.0/draftcreditnoteline
A credit transaction added to a Draft Credit Note.
GET https://operate-api.essensys.tech/api/1.0/draftcreditnoteline/1248
curl https://operate-api.essensys.tech/api/1.0/draftcreditnoteline/1248 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "a63f4a6c-01bf-439c-bff9-c72709356f07",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 12:58:02",
"draftcreditnotelines": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T12:57:16+00:00",
"outputvalue_creationdate": "2017-08-08T12:57:16+00:00",
"creditnote": "1082",
"discountfromlist": "0.0000",
"outputvalue_discountfromlist": "0.0000",
"draftcreditnotelineid": "1248",
"outputvalue_draftcreditnotelineid": "1248",
"from": "2013-10-22T00:00:00+00:00",
"outputvalue_from": "2013-10-22T00:00:00+00:00",
"listprice": "0.0000",
"outputvalue_listprice": "0.0000",
"markup": "0",
"outputvalue_markup": "0",
"markuptype": "0",
"outputvalue_markuptype": "0",
"order": "1",
"outputvalue_order": "1",
"product": "73",
"outputvalue_product": "Room 1",
"productgroup": "24",
"outputvalue_productgroup": "Office Rent",
"quantity": "1",
"outputvalue_quantity": "1",
"taxrate": "0",
"outputvalue_taxrate": "0%",
"to": "2013-10-22T00:00:00+00:00",
"outputvalue_to": "2013-10-22T00:00:00+00:00",
"updatedate": "2017-08-08T12:57:16+00:00",
"outputvalue_updatedate": "2017-08-08T12:57:16+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"draftcreditnotelines": [
{
"creditnote": "1082",
"from": "22/10/2013",
"product": "73",
"to": "22/10/2013"
}
]
}
PUT (Full) JSON Body
{
"draftcreditnotelines": [
{
"bundledproduct": "Item from list",
"creditnote": "1082",
"discountfromlist": "",
"draftcreditnotelineid": "",
"from": "22/10/2013",
"listprice": "5.00",
"markuptype": "Selected item",
"product": "73",
"quantity": "1",
"referencetext": "",
"tax": "5",
"to": "22/10/2013",
"totalprice": "",
"unitprice": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| bundledproduct | |||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| creditnote | int | creditnoteid from Draft Credit Note | |
| discountfromlist | |||
| draftcreditnotelineid | int | Reference to the Draft Credit Note Line | |
| from | date | ||
| listprice | |||
| markup | string | % or currency value | |
| markuptype | int | 1 = % , 2 = Currency Amount | |
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | |||
| referencetext | |||
| tax | int | taxid from Tax | |
| taxrate | decimal | taxrate from Tax | |
| to | date | ||
| unitprice | |||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Credit Note
https://operate-api.essensys.tech/api/1.0/creditnote
GET https://operate-api.essensys.tech/api/1.0/creditnote
PUT (Minimum) JSON Body
{
"creditnotes": [
{
"accountname": "Item from list",
"creditnotedate": "22/10/2013",
"creditnotenumber": "Darren Smith",
"status": "Selected item"
}
]
}
PUT (Full) JSON Body
{
"creditnotes": [
{
"accountname": "Item from list",
"approved": "True",
"creditnotecomment": "This is very long text which can go over multiple lines",
"creditnotedate": "22/10/2013",
"creditnotenumber": "Darren Smith",
"creditnotereason": "Item from list",
"creditnotetext": "Darren Smith",
"creditnotetype": "Item from list",
"gross": "£0.00",
"location": "Item from list",
"net": "£0.00",
"status": "Selected item",
"tax": "£0.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| approved | boolean | ||
| creditnotecomment | string | 4000 | |
| creditnotedate | date | ||
| creditnotenumber | string | 255 | |
| creditnotereason | int | creditnotereasonid from Credit Note Reason | |
| creditnotetext | string | 255 | |
| creditnotetype | int | creditnotetypeid from Credit Note Type | |
| gross | currency | ||
| location | int | locationid from Location | |
| net | currency | ||
| status | |||
| tax | currency |
Credit Note Line
https://operate-api.essensys.tech/api/1.0/creditnoteline
A row of a Credit Note, representing a credit transaction.
GET https://operate-api.essensys.tech/api/1.0/creditnoteline/19
curl https://operate-api.essensys.tech/api/1.0/creditnoteline/19 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "cbf9dac6-583b-4755-91f8-b766b778a7e6",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 08:21:08",
"creditnotelines": [
{
"row_num": "1",
"bundledproduct": "0",
"createdby": "DOMAIN\\mari",
"outputvalue_createdby": "DOMAIN\\mari",
"creationdate": "2016-07-01T17:07:33+00:00",
"outputvalue_creationdate": "2016-07-01T17:07:33+00:00",
"creditnote": "342",
"discountfromlist": "500",
"outputvalue_discountfromlist": "500",
"creditnotelineid": "19",
"outputvalue_creditnotelineid": "19",
"from": "2016-01-01T00:00:00+00:00",
"outputvalue_from": "2016-01-01T00:00:00+00:00",
"listprice": "1000",
"outputvalue_listprice": "1000",
"markup": "0",
"outputvalue_markup": "0",
"markuptype": "0",
"outputvalue_markuptype": "0",
"order": "1",
"outputvalue_order": "1",
"product": "74",
"outputvalue_product": "Room 2",
"productgroup": "24",
"outputvalue_productgroup": "Office Rent",
"quantity": "1",
"outputvalue_quantity": "1",
"referencetext": "<FROM> - <TO>",
"outputvalue_referencetext": "<FROM> - <TO>",
"tax": "5",
"outputvalue_tax": "0.2",
"taxrate": "0.2",
"outputvalue_taxrate": "20%",
"to": "2016-01-31T00:00:00+00:00",
"outputvalue_to": "2016-01-31T00:00:00+00:00",
"unitprice": "500",
"outputvalue_unitprice": "500",
"updatedate": "2016-07-01T17:07:33+00:00",
"outputvalue_updatedate": "2016-07-01T17:07:33+00:00",
"updatedby": "DOMAIN\\mari",
"outputvalue_updatedby": "DOMAIN\\mari"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| bundledproduct | |||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| creditnote | int | creditnoteid from Credit Note | |
| creditnotelineid | int | ||
| discountfromlist | |||
| from | date | ||
| listprice | |||
| markup | string | % or currency value | |
| markuptype | int | 1 = % , 2 = Currency Amount | |
| order | |||
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | |||
| referencetext | string | ||
| tax | int | taxid from Tax | |
| taxrate | decimal | taxrate from Tax | |
| to | date | ||
| unitprice | |||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Credit Note Reason
https://operate-api.essensys.tech/api/1.0/lookupcreditnotereason
Why the Credit Note is being issued. Default reasons are: Billing Error or Client was overcharged.
Credit Note and Draft Credit Note both use a creditnotereasonid.
GET https://operate-api.essensys.tech/api/1.0/lookupcreditnotereason/582
curl https://operate-api.essensys.tech/api/1.0/lookupcreditnotereason/582 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "0ec2032e-3f95-4151-b73a-e634e30a9844",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 08:18:27",
"lookupcreditnotereasons": [
{
"row_num": "1",
"creationdate": "2010-10-01T10:23:17+00:00",
"outputvalue_creationdate": "2010-10-01T10:23:17+00:00",
"creditnotereasonname": "Client was overcharged",
"outputvalue_creditnotereasonname": "Client was overcharged",
"creditnotereasonid": "582",
"outputvalue_creditnotereasonid": "582",
"updatedate": "2010-10-01T10:23:17+00:00",
"outputvalue_updatedate": "2010-10-01T10:23:17+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| creditnotereasonname | string | ||
| creditnotereasonid | int | Reference to the Credit Note Reason | |
| updatedate | date |
Credit Note Template
https://operate-api.essensys.tech/api/1.0/creditnotetemplate
Customizable template for use with Credit Note.
PUT (minimum) JSON Body
{
"creditnotetemplates": [
{
"templatename": "Darren Smith",
"templateid": "Darren Smith",
"mergefield": "Item from list",
"papersize": "Selected item",
"termsandconditions": {
"strong": "html"
},
"title": "Darren Smith"
}
]
}
PUT (full) JSON Body
{
"creditnotetemplates": [
{
"marginbottom": "1,2345",
"templatename": "Darren Smith",
"templateid": "Darren Smith",
"marginleft": "1,2345",
"mergefield": "Item from list",
"papersize": "Selected item",
"marginright": "1,2345",
"templatehtml": {
"strong": "html"
},
"termsandconditions": {
"strong": "html"
},
"title": "Darren Smith",
"margintop": "1,2345"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| marginbottom | |||
| marginleft | |||
| marginright | |||
| margintop | |||
| mergefield | Pulls customer specific information onto the template. | ||
| papersize | string | A4, US Letter | |
| templatename | |||
| templateid | |||
| termsandconditions | object | Adds T&Cs to the template. | |
| title | string |
Credit Note Type
https://operate-api.essensys.tech/api/1.0/lookupcreditnotetype
Default types are: ‘Human error’ and ‘System error’
Used by Credit Note,
GET https://operate-api.essensys.tech/api/1.0/lookupcreditnotetype/584
curl https://operate-api.essensys.tech/api/1.0/lookupcreditnotetype/584 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "12892444-9a56-4d9e-a39f-dec10958df90",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 09:04:28",
"lookupcreditnotetypes": [
{
"row_num": "1",
"creationdate": "2010-10-01T10:23:17+00:00",
"outputvalue_creationdate": "2010-10-01T10:23:17+00:00",
"creditnotetypename": "Human Error",
"outputvalue_creditnotetypename": "Human Error",
"creditnotetypeid": "584",
"outputvalue_creditnotetypeid": "584",
"updatedate": "2010-10-01T10:23:17+00:00",
"outputvalue_updatedate": "2010-10-01T10:23:17+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| creditnotetypename | string | 255 | |
| creditnotetypeid | int | Reference to the Credit Note Type | |
| updatedate | date |
Inventory
Items that are being used within your business, but are not necessarily sold as standalone products. For example, furniture.
Inventory Item
https://operate-api.essensys.tech/api/1.0/inventoryitem
An item being used within your business but not sold as a Product
GET https://operate-api.essensys.tech/api/1.0/inventoryitem/1
{
"response": {
"id": "8e0765aa-b398-4a04-8309-de0b35d0010e",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/07/2017 10:50:23",
"inventoryitems": [
{
"row_num": "1",
"availableat": "Aldgate Tower",
"outputvalue_availableat": "Aldgate Tower",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2011-01-15T17:44:15+00:00",
"outputvalue_creationdate": "2011-01-15T17:44:15+00:00",
"group": "40",
"outputvalue_group": "Keys & Security Fobs",
"inventoryid": "1",
"outputvalue_inventoryid": "1",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"name": "Security Fob",
"outputvalue_name": "Security Fob",
"recordtype": "10284",
"outputvalue_recordtype": "InventoryItem",
"unitcost": "0.0000",
"outputvalue_unitcost": "0.0000",
"unitprice": "0.0000",
"outputvalue_unitprice": "0.0000",
"updatedate": "2011-01-15T17:44:15+00:00",
"outputvalue_updatedate": "2011-01-15T17:44:15+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin",
"vendor": null,
"outputvalue_vendor": null
}
],
"totalCount": "1"
}
}
PUT (full) JSON Body
{
"inventoryitems": [
{
"group": "Item from list",
"inventoryid": "",
"location": "Item from list",
"name": ""
}
]
}
PUT (full) JSON Body
{
"inventoryitems": [
{
"availableat": "Select Item 1, Selected Item 2",
"custom1": "",
"custom2": "",
"custom3": "",
"custom4": "",
"group": "Item from list",
"inventoryid": "",
"leadtime": "",
"location": "Item from list",
"manufacturer": "Item from list",
"name": "",
"notes": "This is very long text which can go over multiple lines",
"partnumber": "",
"reorderlevel": "1,2345",
"reorderquantity": "1,2345",
"unitcost": "£0.00",
"unitprice": "£0.00",
"vendor": "Item from list"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| availableat | string | locationname from Location, | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| group | int | inventorygroupsid from Inventory Group | |
| inventoryid | int | reference to the Inventory Item | |
| leadtime | |||
| location | int | locationid from Location | |
| manufacturer | int | manufacturerid from Manufacturers | |
| name | string | ||
| notes | string | 4000 | from Note |
| partnumber | string | 255 | |
| recordtype | int | recordtypeid from Record Type | |
| reorderlevel | |||
| reorderquantity | |||
| unitcost | decimal | ||
| unitprice | decimal | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| vendor | int | vendorsid from Vendors |
Inventory Group
https://operate-api.essensys.tech/api/1.0/lookupinventorygroups
A group of Inventory Items. Defaults are: Car Park Permit, Furniture, Keys and Security Fobs
GET https://operate-api.essensys.tech/api/1.0/lookupinventorygroups\40
{
"response": {
"id": "9d604250-6972-496f-a46b-c3c9206c29ce",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/07/2017 10:53:13",
"lookupinventorygroupss": [
{
"row_num": "1",
"creationdate": "2009-05-29T09:41:33+00:00",
"outputvalue_creationdate": "2009-05-29T09:41:33+00:00",
"inventorygroup": "Keys & Security Fobs",
"outputvalue_inventorygroup": "Keys & Security Fobs",
"inventorygroupsid": "40",
"outputvalue_inventorygroupsid": "40",
"updatedate": "2009-05-29T09:41:33+00:00",
"outputvalue_updatedate": "2009-05-29T09:41:33+00:00"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"lookupinventorygroupss": [
{
"inventorygroup": "Name of the Group"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| inventorygroup | string | 255 | |
| inventorygroupsid | int | Reference to the Inventory Group | |
| updatedate | date |
Contact Inventory Item
https://operate-api.essensys.tech/api/1.0/contactinventoryitems
GET https://operate-api.essensys.tech/api/1.0/contactinventoryitems/1
curl https://operate-api.essensys.tech/api/1.0/contactinventoryitems/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "87b2dc1f-cbe2-41c6-86c3-786ebe4ef26b",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 16:55:39",
"contactinventoryitemss": [
{
"contactinventoryitemid": "1",
"outputvalue_contactinventoryitemid": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-13T16:55:39",
"outputvalue_creationdate": "2017-07-13T16:55:39",
"date": "2013-10-22T00:00:00",
"outputvalue_date": "2013-10-22T00:00:00",
"quantity": "12345",
"outputvalue_quantity": "12345",
"transactiontype": "0",
"outputvalue_transactiontype": "0",
"updatedate": "2017-07-13T16:55:39",
"outputvalue_updatedate": "2017-07-13T16:55:39",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
]
}
}
PUT (minimum) JSON Body
{
"contactinventoryitemss": [
{
"account": "Item from list",
"contact": "Item from list",
"contactinventoryitemid": "Darren Smith",
"date": "22/10/2013",
"inventoryitem": "Item from list",
"quantity": "123",
"transactiontype": "Selected item"
}
]
}
PUT (full) JSON Body
{
"contactinventoryitemss": [
{
"account": "Item from list",
"contact": "Item from list",
"contactinventoryitemid": "Darren Smith",
"date": "22/10/2013",
"installdate": "22/10/2013",
"inventoryitem": "Item from list",
"notes": "This is very long text which can go over multiple lines",
"quantity": "123",
"transactiontype": "Selected item"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| contactinventoryitemid | int | Reference to the contact inventory item | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| date | date | ||
| quantity | int | ||
| transactiontype | int | Specifies the status of the Contact Inventory Item. Defaults are: 0 = Ordered, 1 = Received, 2 = Shipped, 3 = Allocated, 4 = Returned | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Manufacturers
https://operate-api.essensys.tech/api/1.0/lookupmanufacturers
GET https://operate-api.essensys.tech/api/1.0/lookupmanufacturers/641
{
"response": {
"id": "df8266b5-5974-40b3-8ebb-9c29ce648c96",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 13:44:17",
"lookupmanufacturerss": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-13T13:44:13+00:00",
"outputvalue_creationdate": "2017-07-13T13:44:13+00:00",
"manufacturer": "Darren Smith",
"outputvalue_manufacturer": "Darren Smith",
"manufacturersid": "641",
"outputvalue_manufacturersid": "641",
"updatedate": "2017-07-13T13:44:13+00:00",
"outputvalue_updatedate": "2017-07-13T13:44:13+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (minimum and full) JSON Body
{
"lookupmanufacturerss": [
{
"manufacturer": "Darren Smith"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| manufacturer | string | ||
| manufacturersid | int | Reference to the Manufacturer | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Invoices
Bills customers for purchased products or services. When first creating an invoice, it is a Draft Invoice. It will only become a valid Invoice after approval.
Draft Invoice
A DraftInvoice is an Invoice that has not yet been approved and is subject to changes. A DraftInvoice contains one or more Draft Invoice Lines, the DraftInvoiceLine is a row of a DraftInvoice.
GET https://operate-api.essensys.tech/api/1.0/draftinvoice/374
curl https://operate-api.essensys.tech/api/1.0/draftinvoice/374 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "2c87bc93-2af3-471b-9c26-c2139415bbce",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 10:48:28",
"draftinvoices": [
{
"row_num": "1",
"accountname": "7",
"outputvalue_accountname": "UK Sales Team",
"approved": "false",
"outputvalue_approved": "false",
"bfwd": "0.0000",
"outputvalue_bfwd": "0.0000",
"clienttype": "1",
"outputvalue_clienttype": "Residential",
"createdby": "RJMETIS\\ersan",
"outputvalue_createdby": "RJMETIS\\ersan",
"creationdate": "2016-07-12T15:54:06+00:00",
"outputvalue_creationdate": "2016-07-12T15:54:06+00:00",
"invoicedescription": "Standard Invoice",
"outputvalue_invoicedescription": "Standard Invoice",
"emailinvoices": "true",
"outputvalue_emailinvoices": "true",
"emailaddress": "joe.murray@essensys.tech",
"outputvalue_emailaddress": "joe.murray@essensys.tech",
"endingbalance": "3144.1",
"outputvalue_endingbalance": "3144.1",
"gross": "3144.1",
"outputvalue_gross": "3144.1",
"invoiceemailaddress": "joe.murray@essensys.tech",
"outputvalue_invoiceemailaddress": "joe.murray@essensys.tech",
"invoicesort": "UK Sales Team",
"outputvalue_invoicesort": "UK Sales Team",
"status": "2",
"outputvalue_status": "2",
"invoicestatus": "2",
"outputvalue_invoicestatus": "2",
"invoiceid": "374",
"outputvalue_invoiceid": "374",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"net": "2953.42",
"outputvalue_net": "2953.42",
"officeorder": "false",
"outputvalue_officeorder": "false",
"invoicetype": "1",
"outputvalue_invoicetype": "1",
"organization": "1",
"outputvalue_organization": "essensys Ltd",
"paymentscredits": "0",
"outputvalue_paymentscredits": "0",
"tax": "190.68",
"outputvalue_tax": "190.68",
"updatedate": "2016-07-12T15:54:06+00:00",
"outputvalue_updatedate": "2016-07-12T15:54:06+00:00",
"updatedby": "RJMETIS\\ersan",
"outputvalue_updatedby": "RJMETIS\\ersan"
}
],
"totalCount": "1"
}
}
PUT (minimum) JSON Body
{
"draftinvoices": [
{
"accountname": "Item from list",
"invoicedate": "22/10/2013",
"invoicenumber": "",
"status": ""
}
]
}
PUT (full) JSON Body
{
"draftinvoices": [
{
"accountname": "Item from list",
"accountref": "",
"approved": "True",
"duedate": "22/10/2013",
"invoicedate": "22/10/2013",
"invoicenumber": "",
"invoicestatus": "2",
"status": "2",
"invoicetemplate": "Item from list",
"invoicetext": "",
"invoicetext1": "",
"invoicetext2": "",
"location": "Item from list",
"officeorder": "12345",
"invoicetype": "12345"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| accountref | string | 255 | |
| approved | boolean | For a draft invoice this will be false. | |
| bfwd | decimal | ||
| clienttype | int | clienttypeid from Client Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| invoicedescription | string | 255 | |
| emailinvoices | boolean | ||
| emailaddress | string | 4000 | |
| endingbalance | decimal | ||
| gross | decimal | ||
| invoiceemailaddress | string | ||
| invoicesort | string | 255 | |
| invoicestatus | int | 3 = Draft, 4 = Final | |
| invoiceid | int | Reference to the Draft Invoice | |
| invoicetype | int | ||
| location | int | locationid from Location | |
| net | decimal | ||
| officeorder | boolean | ||
| organization | int | organizationid from Organization | |
| paymentscredits | decimal | ||
| status | int | 3 = Draft, 4 = Final | |
| tax | decimal | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Draft Invoice Line
https://operate-api.essensys.tech/api/1.0/draftinvoiceline
A row of a Draft Invoice, representing a charge. A Charge Sheet becomes a Draft Invoice Line when billed.
GET https://operate-api.essensys.tech/api/1.0/draftinvoiceline/16
curl https://operate-api.essensys.tech/api/1.0/draftinvoiceline/16 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "6e5e22e3-8041-420b-aa41-7f52bb68bd93",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 14:29:19",
"draftinvoicelines": [
{
"row_num": "1",
"bundledproduct": "0",
"createdby": "RJMETIS\\mari",
"outputvalue_createdby": "RJMETIS\\mari",
"creationdate": "2013-04-12T10:32:59+00:00",
"outputvalue_creationdate": "2013-04-12T10:32:59+00:00",
"discountfromlist": "0.0000",
"outputvalue_discountfromlist": "0.0000",
"draftinvoicelineid": "16",
"outputvalue_draftinvoicelineid": "16",
"from": "2013-04-12T00:00:00+00:00",
"outputvalue_from": "2013-04-12T00:00:00+00:00",
"invoice": "340",
"listprice": "2000",
"outputvalue_listprice": "2000",
"markup": "0",
"outputvalue_markup": "0",
"markuptype": "0",
"outputvalue_markuptype": "0",
"originalbundle": "0",
"outputvalue_originalbundle": "0",
"originallicenceitemschedule": "0",
"outputvalue_originallicenceitemschedule": "0",
"product": "64",
"outputvalue_product": "Deposit",
"productgroup": "20",
"quantity": "1",
"outputvalue_quantity": "1",
"referencetext": null,
"outputvalue_referencetext": null,
"tax": "5",
"outputvalue_tax": "0.2",
"taxrate": "0.2",
"outputvalue_taxrate": "20%",
"to": "2013-04-12T00:00:00+00:00",
"outputvalue_to": "2013-04-12T00:00:00+00:00",
"unitprice": "2000",
"outputvalue_unitprice": "2000",
"updatedate": "2013-04-12T10:32:59+00:00",
"outputvalue_updatedate": "2013-04-12T10:32:59+00:00",
"updatedby": "RJMETIS\\mari",
"outputvalue_updatedby": "RJMETIS\\mari"
}
],
"totalCount": "1"
}
}
PUT (minimum) JSON Body
{
"invoicelines": [
{
"draftinvoicelineid": "",
"from": "22/10/2013",
"invoice": "",
"product": "",
"to": "22/10/2013"
}
]
}
PUT (full) JSON Body
{
"invoicelines": [
{
"bundledproduct": "Item from list",
"discountfromlist": "£0.00",
"draftinvoicelineid": "Darren Smith",
"from": "22/10/2013",
"invoice": "Item from list",
"listprice": "£0.00",
"markuptype": "",
"product": "",
"quantity": "12345",
"tax": "",
"to": "22/10/2013",
"totalprice": "£0.00",
"unitprice": "£0.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| bundledproduct | int | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| discountfromlist | currency | ||
| draftinvoicelineid | int | Reference to the Draft Invoice Line | |
| from | date | ||
| invoice | int | invoiceid from Draft Invoice | |
| listprice | currency | ||
| markup | string | % or currency amount | |
| markuptype | int | 1 = % , 2 = Currency Amount | |
| originalbundle | int | ||
| originallicenceitemschedule | int | ||
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | |||
| referencetext | string | 255 | |
| tax | int | taxid from Tax | |
| taxrate | decimal | ||
| to | date | ||
| unitprice | currency | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Invoice
https://operate-api.essensys.tech/api/1.0/invoice
An Invoice is created as a Draft Invoice
Invoice Line, License Proforma Invoice and Tax Summary can reference an invoiceid.
GET https://operate-api.essensys.tech/api/1.0/invoice/
{
"response": {
"id": "e29d24e9-d0b2-4a79-abb1-642a03129598",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "03/08/2017 12:21:14",
"invoices": [
{
"row_num": "1",
"accountname": "15",
"outputvalue_accountname": "",
"approved": "true",
"outputvalue_approved": "true",
"bfwd": "502",
"outputvalue_bfwd": "502",
"clienttype": "1",
"outputvalue_clienttype": "Resident",
"createdby": "Nicoleta Smith",
"outputvalue_createdby": "Nicoleta Smith",
"creationdate": "2016-11-04T11:10:31+03:00",
"outputvalue_creationdate": "2016-11-04T11:10:31+03:00",
"invoicedescription": "Standard Invoice",
"outputvalue_invoicedescription": "Standard Invoice",
"duedate": "2017-01-31T00:00:00+03:00",
"outputvalue_duedate": "2017-01-31T00:00:00+03:00",
"emailinvoices": "true",
"outputvalue_emailinvoices": "true",
"invoiceemailaddress": "Nicoleta.Smith@gmail.com",
"outputvalue_invoiceemailaddress": "Nicoleta.Smith@gmail.com",
"emailaddress": null,
"outputvalue_emailaddress": null,
"endingbalance": "742",
"outputvalue_endingbalance": "742",
"gross": "240",
"outputvalue_gross": "240",
"invoicedate": "2017-01-05T00:00:00+03:00",
"outputvalue_invoicedate": "2017-01-05T00:00:00+03:00",
"invoicenumber": "08",
"outputvalue_invoicenumber": "08",
"invoicetemplate": "6",
"outputvalue_invoicetemplate": "Default Classic Invoice",
"invoicetext": null,
"outputvalue_invoicetext": null,
"invoicetext1": null,
"outputvalue_invoicetext1": null,
"invoiceid": "403",
"outputvalue_invoiceid": "403",
"location": "1",
"outputvalue_location": "Chelsea Towers",
"net": "200",
"outputvalue_net": "200",
"organization": "1",
"outputvalue_organization": "",
"paid": "false",
"outputvalue_paid": "false",
"paymentscredits": "0",
"outputvalue_paymentscredits": "0",
"recordtype": "0",
"status": "5",
"outputvalue_status": "5",
"tax": "40",
"outputvalue_tax": "40",
"updatedate": "2017-05-26T14:49:59+03:00",
"outputvalue_updatedate": "2017-05-26T14:49:59+03:00",
"updatedby": "Christine Smith",
"outputvalue_updatedby": "Christine Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | |||
| bfwd | currency | localized format e.g. £0.00 | |
| datepaid | date | ||
| gross | currency | localized format e.g. £0.00 | |
| invoicedate | date | ||
| invoicenumber | automatically and consecutively allocated to invoices | ||
| location | int | locationid from Location | |
| net | currency | localized format e.g. £0.00 | |
| paid | boolean | ||
| status | |||
| transactionreference |
Invoice Line
https://operate-api.essensys.tech/api/1.0/invoiceline
A row of an Invoice, representing a charge.
Note: reference to an invoiceline is by draftinvoicelineid
GET https://operate-api.essensys.tech/api/1.0/invoiceline/22
{
"response": {
"id": "d36a8cea-29bc-40f3-a88e-e338744108fc",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/07/2017 11:29:25",
"invoicelines": [
{
"row_num": "1",
"accountsid": "1",
"outputvalue_accountsid": "1",
"bundledproduct": "0",
"createdby": "RJMETIS\\mari",
"outputvalue_createdby": "RJMETIS\\mari",
"creationdate": "2016-07-01T17:07:34+00:00",
"outputvalue_creationdate": "2016-07-01T17:07:34+00:00",
"discountfromlist": "500",
"outputvalue_discountfromlist": "500",
"draftinvoicelineid": "22",
"outputvalue_draftinvoicelineid": "22",
"from": "2016-04-01T00:00:00+00:00",
"outputvalue_from": "2016-04-01T00:00:00+00:00",
"glcode": "1000",
"outputvalue_glcode": "1000",
"invoice": "345",
"listprice": "1000",
"outputvalue_listprice": "1000",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"markup": "0",
"outputvalue_markup": "0",
"markuptype": "0",
"outputvalue_markuptype": "0",
"order": "1",
"outputvalue_order": "1",
"originalbundle": "0",
"outputvalue_originalbundle": "0",
"product": "74",
"outputvalue_product": "Room 2",
"productgroup": "24",
"outputvalue_productgroup": "Office Rent",
"quantity": "1",
"outputvalue_quantity": "1",
"referencetext": "01/04/2016 - 30/04/2016",
"outputvalue_referencetext": "01/04/2016 - 30/04/2016",
"tax": "5",
"outputvalue_tax": "0.2",
"taxcode": "1",
"outputvalue_taxcode": "1",
"taxname": "5",
"outputvalue_taxname": "20% Tax rate",
"taxrate": "0.2",
"outputvalue_taxrate": "20%",
"to": "2016-04-30T00:00:00+00:00",
"outputvalue_to": "2016-04-30T00:00:00+00:00",
"updatedate": "2016-07-01T17:07:34+00:00",
"outputvalue_updatedate": "2016-07-01T17:07:34+00:00",
"updatedby": "RJMETIS\\mari",
"outputvalue_updatedby": "RJMETIS\\mari"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountsid | int | accountsid from Account Note this is different from accountid | |
| bundledproduct | |||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| discountfromlist | |||
| draftinvoicelineid | int | Reference to the Invoice Line | |
| from | date | ||
| glcode | string | 255 | General Ledger Code applied to all Products. Typically used when performing Financial Exports to third party applications. |
| invoice | int | invoiceid from Invoice | |
| listprice | currency | ||
| location | int | locationid from Location | |
| markup | string | % or currency amount | |
| markuptype | int | 1 = % , 2 = Currency Amount | |
| order | |||
| originalbundle | |||
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | |||
| referencetext | string | 255 | |
| tax | int | taxid from Tax | |
| taxcode | string | 10 | |
| taxname | int | taxid from Tax | |
| taxrate | taxrate from Tax | ||
| to | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Invoice Number
https://operate-api.essensys.tech/api/1.0/invoicenumber
Each Invoice is allocated an Invoice Number. The allocation is consecutive and may include a Prefix depending on the Location, Client Type or Organization
GET https://operate-api.essensys.tech/api/1.0/invoicenumber/5
{
"response": {
"id": "abf48327-0df9-4709-9a49-9981f29f41cd",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 14:48:48",
"invoicenumbers": [
{
"row_num": "1",
"createdby": "DOMAIN\\smith",
"outputvalue_createdby": "DOMAIN\\smith",
"creationdate": "2016-07-01T09:50:54+00:00",
"outputvalue_creationdate": "2016-07-01T09:50:54+00:00",
"invoicenumberid": "5",
"outputvalue_invoicenumberid": "5",
"invoiceprefix": "7A-",
"outputvalue_invoiceprefix": "7A-",
"invoicenumber": "0",
"outputvalue_invoicenumber": "0",
"updatedate": "2016-07-01T09:50:54+00:00",
"outputvalue_updatedate": "2016-07-01T09:50:54+00:00",
"updatedby": "DOMAIN\\smith",
"outputvalue_updatedby": "DOMAIN\\smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| invoicenumberid | int | Reference to the Invoice Number | |
| invoiceprefix | string | Alphanumeric field that goes before the invoice number. It can be configured per Organization, Location or Client Type. | |
| invoicenumber | |||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Invoice Order
https://operate-api.essensys.tech/api/1.0/invoiceorder
GET
{
"response": {
"id": "51176d14-ac8b-4a53-9ff2-7ae5f15474b8",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 14:57:18",
"invoiceorders": [
{
"row_num": "1",
"createdby": "DOMAIN\\smith",
"outputvalue_createdby": "DOMAIN\\smith",
"creationdate": "2016-07-01T09:57:45+00:00",
"outputvalue_creationdate": "2016-07-01T09:57:45+00:00",
"sortorder": "1",
"outputvalue_sortorder": "1",
"productgroup": "Office Rent",
"outputvalue_productgroup": "Office Rent",
"productgroupid": "24",
"outputvalue_productgroupid": "24",
"updatedate": "2016-07-01T09:57:45+00:00",
"outputvalue_updatedate": "2016-07-01T09:57:45+00:00",
"updatedby": "DOMAIN\\smith",
"outputvalue_updatedby": "DOMAIN\\smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| sortorder | |||
| productgroup | string | ||
| productgroupid | int | productgroupid from Product Group | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Invoice Summary
A summarized view of invoiced transactions that only contains totals per Product Group.
GET
{
"response": {
"id": "682ee1a4-c9b0-469a-94aa-d9b124ed823e",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "01/08/2017 10:11:21",
"invoicesummarys": [
{
"row_num": "1",
"createdby": "live",
"outputvalue_createdby": "live",
"creationdate": "2017-05-05T13:58:22+00:00",
"outputvalue_creationdate": "2017-05-05T13:58:22+00:00",
"creditnoteid": "1011",
"draftcreditnoteid": "1011",
"draftinvoiceid": "1011",
"invoiceid": "1011",
"invoicesummaryname": "Office Rent",
"outputvalue_invoicesummaryname": "Office Rent",
"invoicesummaryid": "00001011000024",
"outputvalue_invoicesummaryid": "00001011000024",
"order": "1",
"outputvalue_order": "1",
"recordtype": "0",
"summarytotal": "428.57",
"outputvalue_summarytotal": "428.57",
"updatedate": "2017-05-05T13:58:22+00:00",
"outputvalue_updatedate": "2017-05-05T13:58:22+00:00",
"updatedby": "live",
"outputvalue_updatedby": "live"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| creditnoteid | int | ||
| draftcreditnoteid | int | ||
| draftinvoiceid | int | ||
| invoiceid | int | ||
| invoicesummaryname | string | ||
| invoicesummaryid | string | Reference to the Invoice Summary | |
| order | |||
| recordtype | int | recordtypeid from Record Type | |
| summarytotal | decimal | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Journals
A Journal entry within Accounts Receivable. Journals can either be credit or debit. Journals are associated to a GL Code and can be allocated to an Invoice.
Journal
https://operate-api.essensys.tech/api/1.0/journal
GET https://operate-api.essensys.tech/api/1.0/journal/
{
"response": {
"id": "4b36fcc1-d525-4c9b-8c03-f29141c41ec9",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "22/08/2017 10:54:51",
"journals": [
{
"row_num": "1",
"accountname": "12",
"outputvalue_accountname": "UK Marketing Team",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-22T10:54:39+00:00",
"outputvalue_creationdate": "2017-08-22T10:54:39+00:00",
"glcode": "1000",
"journaldate": "2017-08-22T00:00:00+00:00",
"outputvalue_journaldate": "2017-08-22T00:00:00+00:00",
"journalcreditid": "1114",
"outputvalue_journalcreditid": "1114",
"journalid": "1114",
"outputvalue_journalid": "1114",
"journaltype": "12",
"outputvalue_journaltype": "12",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"reference": "Test 12",
"outputvalue_reference": "Test 12",
"updatedate": "2017-08-22T10:54:39+00:00",
"outputvalue_updatedate": "2017-08-22T10:54:39+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON body
{
"journals": [
{
"accountname": "12",
"glcode": "1000",
"journaldate": "22/10/2013",
"journaltype": "12",
"reference": ""
}
]
}
PUT (Full) JSON body
{
"journals": [
{
"accountname": "12",
"allocateto": "Darren Smith",
"amount": "£0.00",
"comments": "This is very long text which can go over multiple lines",
"paymentcurrencycode": "",
"paymentexchangerate": "125",
"glcode": "1000",
"journaldate": "22/10/2013",
"journalproduct": "",
"journaltype": "12",
"reference": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| allocateto | string | 32767 | |
| amount | currency | ||
| comments | string | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| glcode | int | glcodeid from GL Code | |
| journalcreditid | int | ||
| journaldate | date | ||
| journalid | int | Reference to the Journal | |
| journalproduct | int | productid from Product | |
| journaltype | int | 12=Journal Credit , 13=Journal Debit | |
| location | int | locationid from Location | |
| paymentcurrencycode | string | currencyname from ExchangeRate | |
| paymentexchangerate | decimal | exchangerate from ExchangeRate | |
| reference | string | 255 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Leads
Leads are enquiries that companies or individuals submit to your organization.
A Lead can be added manually or sent automatically Web To Lead.
All Leads require a Location. All come from a Lead Source which can vary from a broker to a walk-in. Leads can be rejected (Lead Rejection Reasons) or overturned (Lead Overturn Reasons).
Lead
https://operate-api.essensys.tech/api/1.0/lead
An enquiry that a business entity makes to your Organization.
Activity History, Note, Unreadable Lead and Web To Lead can reference a leadid.
GET https://operate-api.essensys.tech/api/1.0/Lead/64
{
"response": {
"id": "c1d77c36-2cc6-4240-ad38-636354cc910f",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 11:39:18",
"leads": [
{
"row_num": "1",
"addressline1": null,
"outputvalue_addressline1": null,
"addressline2": null,
"outputvalue_addressline2": null,
"addressline3": null,
"outputvalue_addressline3": null,
"broker": "0",
"agentcontact": "0",
"agentemail": null,
"outputvalue_agentemail": null,
"brokerfirstname": null,
"outputvalue_brokerfirstname": null,
"brokerlastname": null,
"outputvalue_brokerlastname": null,
"agentreference": null,
"outputvalue_agentreference": null,
"leadstatus": "0",
"outputvalue_leadstatus": "0",
"brokerupdated": "true",
"outputvalue_brokerupdated": "true",
"budget": null,
"outputvalue_budget": null,
"campaign_id": "0",
"clienttype": "0",
"leadname": "Coalition",
"outputvalue_leadname": "Coalition",
"leadconverted": "true",
"outputvalue_leadconverted": "true",
"leadconvertedby": "Administrator",
"outputvalue_leadconvertedby": "Administrator",
"leadconverteddate": "2016-11-29T16:42:39+00:00",
"outputvalue_leadconverteddate": "2016-11-29T16:42:39+00:00",
"country": null,
"outputvalue_country": null,
"county": null,
"outputvalue_county": null,
"createdby": "Administrator",
"outputvalue_createdby": "Administrator",
"creationdate": "2016-11-29T16:37:59+00:00",
"outputvalue_creationdate": "2016-11-29T16:37:59+00:00",
"daysopen": "0",
"outputvalue_daysopen": "0",
"deadlead": "false",
"outputvalue_deadlead": "false",
"deadreason": null,
"outputvalue_deadreason": null,
"emailaddress": "a@a.com",
"outputvalue_emailaddress": "a@a.com",
"enquirydate": "2016-11-29T16:33:44+00:00",
"outputvalue_enquirydate": "2016-11-29T16:33:44+00:00",
"eventenddate": "2001-01-01T00:00:00+00:00",
"outputvalue_eventenddate": "2001-01-01T00:00:00+00:00",
"eventstartdate": "2001-01-01T00:00:00+00:00",
"outputvalue_eventstartdate": "2001-01-01T00:00:00+00:00",
"eventname": null,
"outputvalue_eventname": null,
"firstname": "Wellie",
"outputvalue_firstname": "Wellie",
"industry": "Accounting",
"outputvalue_industry": "Accounting",
"multidaybooking": "false",
"outputvalue_multidaybooking": "false",
"lastname": "Smith",
"outputvalue_lastname": "Smith",
"leadsource": "Walk in",
"outputvalue_leadsource": "Walk in",
"leadstatusid": "2",
"outputvalue_leadstatusid": "2",
"leadtype": null,
"outputvalue_leadtype": null,
"leaddadilead": "false",
"outputvalue_leaddadilead": "false",
"leadid": "64",
"outputvalue_leadid": "64",
"locationname": "4",
"outputvalue_locationname": "7th Avenue",
"locationrequired": null,
"outputvalue_locationrequired": null,
"mobileno": "1234567",
"outputvalue_mobileno": "1234567",
"numberofpeople": null,
"outputvalue_numberofpeople": null,
"otherneeds": null,
"outputvalue_otherneeds": null,
"user_id": "27",
"outputvalue_user_id": "Anthony Smith",
"postcode": null,
"outputvalue_postcode": null,
"qualityofspace": null,
"outputvalue_qualityofspace": null,
"recordtype": "2",
"outputvalue_recordtype": "Lead",
"region_id": "0",
"secondeventenddate": "2001-01-01T00:00:00+00:00",
"outputvalue_secondeventenddate": "2001-01-01T00:00:00+00:00",
"secondeventstartdate": "2001-01-01T00:00:00+00:00",
"outputvalue_secondeventstartdate": "2001-01-01T00:00:00+00:00",
"size": null,
"outputvalue_size": null,
"spacetype": null,
"outputvalue_spacetype": null,
"noofduplicates": "0",
"outputvalue_noofduplicates": "0",
"phoneno": "123456",
"outputvalue_phoneno": "123456",
"term": null,
"outputvalue_term": null,
"timing": null,
"outputvalue_timing": null,
"town": null,
"outputvalue_town": null,
"updatedate": "2016-11-29T16:42:39+00:00",
"outputvalue_updatedate": "2016-11-29T16:42:39+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator",
"webtolead": "false",
"outputvalue_webtolead": "false",
"website": "www.example.com",
"outputvalue_website": "www.example.com"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"leads": [
{
"locationname": "Item from list"
}
]
}
PUT (Full) JSON Body
{
"leads": [
{
"addressline1": "",
"addressline2": "",
"addressline3": "",
"broker": "Item from list",
"agentcontact": "Item from list",
"agentemail": "darren@domain.com",
"agentreference": "",
"leadstatus": "Selected item",
"brokerupdated": "True",
"budget": "",
"campaign_id": "Item from list",
"clienttype": "Item from list",
"leadname": "Darren Smith",
"leadconverted": "True",
"leadconvertedby": "Darren Smith",
"leadconverteddate": "22/10/2013 12:23",
"country": "",
"county": "",
"deaddate": "22/10/2013 12:23",
"deadreason": "Item from list",
"emailaddress": "darren@domain.com",
"enquirydate": "22/10/2013 12:23",
"eventenddate": "22/10/2013 12:23",
"eventstartdate": "22/10/2013 12:23",
"eventname": "",
"faxno": "+44 845 303 1000",
"firstname": "Darren",
"floor": "",
"ud_iaminterestedin": "Select Item 1, Selected Item 2",
"industry": "Item from list",
"multidaybooking": "True",
"lastname": "Smith",
"leadsource": "Item from list",
"leadstatusid": "Selected item",
"leadtype": "Item from list",
"leaddadilead": "True",
"locationname": "Item from list",
"locationrequired": "",
"mobileno": "07111 211211",
"noofattendees": "1,2345",
"numberofpeople": "",
"otherneeds": "This is text area",
"user_id": "Item from list",
"postcode": "",
"qualityofspace": "",
"region_id": "Item from list",
"registeredaddresscountry": "",
"registeredaddresscounty": "",
"registeredaddressline1": "",
"registeredaddressline2": "",
"registeredaddressline3": "",
"registeredaddresspostcode": "",
"registeredaddresstown": "",
"secondeventenddate": "22/10/2013 12:23",
"secondeventstartdate": "22/10/2013 12:23",
"size": "",
"spacetype": "",
"startdate": "22/10/2013",
"phoneno": "+44 845 303 1000",
"term": "",
"ud_timeline": "Selected item",
"timing": "",
"ud_tourrequested": "True",
"town": "",
"webtolead": "True",
"website": "http://www.spacedadi.com"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| addressline1 | string | 255 | |
| addressline2 | string | 255 | |
| addressline3 | string | 255 | |
| broker | int | accountid from Account | |
| agentcontact | int | ||
| agentemail | string | 255 | |
| brokerfirstname | string | ||
| brokerlastname | string | ||
| agentreference | string | 255 | |
| brokerupdated | boolean | ||
| budget | string | ||
| campaign_id | int | campaignid from Email Campaign | |
| clienttype | int | clienttypeid from Client Type | |
| country | string | 255 | Countries |
| county | string | 255 | Counties |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| daysopen | int | ||
| deadlead | false | ||
| deadreason | int | Dead Lead Reason | |
| emailaddress | string | ||
| enquirydate | date | ||
| eventenddate | date | ||
| eventstartdate | date | ||
| eventname | string | 255 | |
| firstname | string | 255 | |
| industry | string | industry from Industry | |
| lastname | string | 255 | |
| leadconverted | boolean | ||
| leadconvertedby | string | 255 | |
| leadconverteddate | date | ||
| leaddadilead | boolean | ||
| leadid | int | Reference to the lead | |
| leadname | string | ||
| leadsource | string | from Lead Source | |
| leadstatusid | int | ||
| leadtype | int | leadtypeid from Lead Type | |
| leadstatus | int | ||
| locationname | int | locationid from Location | |
| locationrequired | string | 255 | |
| mobileno | string | ||
| multidaybooking | boolean | ||
| numberofpeople | string | 255 | |
| otherneeds | string | 4000 | |
| user_id | int | userid from User | |
| postcode | string | 10 | |
| qualityofspace | string | 255 | |
| recordtype | int | recordtypeid from Record Type | |
| region_id | int | regionid from Region | |
| registeredaddresscountry | string | 255 | |
| registeredaddresscounty | string | 255 | |
| registeredaddressline1 | string | 255 | |
| registeredaddressline2 | string | 255 | |
| registeredaddressline3 | string | 255 | |
| registeredaddresspostcode | string | 20 | |
| registeredaddresstown | string | 255 | |
| secondeventenddate | date | ||
| secondeventstartdate | date | ||
| size | string | 255 | SqFt |
| spacetype | string | ||
| noofduplicates | int | ||
| phoneno | string | ||
| term | string | 255 | |
| timing | string | ||
| town | string | 255 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| webtolead | boolean | ||
| website | string |
Dead Lead Reason
https://operate-api.essensys.tech/api/1.0/deadleadreason
GET https://operate-api.essensys.tech/api/1.0/deadleadreason/540
curl https://operate-api.essensys.tech/api/1.0/deadleadreason/540 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "9ecb4570-7fc8-4619-a0a4-57c49aebd751",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "24/07/2017 16:18:38",
"deadleadreasons": [
{
"row_num": "1",
"creationdate": "2009-08-13T15:22:45+00:00",
"outputvalue_creationdate": "2009-08-13T15:22:45+00:00",
"deadleadreason": "Window Shopper ",
"outputvalue_deadleadreason": "Window Shopper ",
"deadleadreasonid": "540",
"outputvalue_deadleadreasonid": "540",
"updatedate": "2009-08-13T15:22:45+00:00",
"outputvalue_updatedate": "2009-08-13T15:22:45+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| deadleadreason | string | 255 | |
| deadleadreasonid | int | Reference to the Dead Lead Reason | |
| updatedate | date |
Lead Overturn Reasons
https://operate-api.essensys.tech/api/1.0/lookupleadoverturnreasons
GET https://operate-api.essensys.tech/api/1.0/lookupleadoverturnreasons/558
{
"response": {
"id": "f3513531-7dfd-43ee-8aee-7d42dde11837",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "01/08/2017 10:38:34",
"lookupleadoverturnreasonss": [
{
"row_num": "1",
"creationdate": "2009-08-13T15:27:44+00:00",
"outputvalue_creationdate": "2009-08-13T15:27:44+00:00",
"leadoverturnreason": "Overturn",
"outputvalue_leadoverturnreason": "Overturn",
"leadoverturnreasonsid": "558",
"outputvalue_leadoverturnreasonsid": "558",
"updatedate": "2009-08-13T15:27:44+00:00",
"outputvalue_updatedate": "2009-08-13T15:27:44+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| leadoverturnreason | string | 255 | |
| leadoverturnreasonsid | int | Reference to the Lead Overturn Reason | |
| updatedate | date |
Lead Rejection Reasons
https://operate-api.essensys.tech/api/1.0/lookupleadrejectionreasons
GET https://operate-api.essensys.tech/api/1.0/lookupleadrejectionreasons/559
{
"response": {
"id": "092cb0da-216f-4bc8-a5d2-285b75a38845",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "01/08/2017 10:36:24",
"lookupleadrejectionreasonss": [
{
"row_num": "1",
"creationdate": "2009-08-13T15:28:04+00:00",
"outputvalue_creationdate": "2009-08-13T15:28:04+00:00",
"leadrejectionreason": "Duplicate",
"outputvalue_leadrejectionreason": "Duplicate",
"leadrejectionreasonsid": "559",
"outputvalue_leadrejectionreasonsid": "559",
"updatedate": "2009-08-13T15:28:04+00:00",
"outputvalue_updatedate": "2009-08-13T15:28:04+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| leadrejectionreason | string | 255 | |
| leadrejectionreasonsid | int | Reference to the Lead Reject Reason | |
| updatedate | date |
Lead Source
https://operate-api.essensys.tech/api/1.0/leadsource
Represents the original source of a Lead. This could be a broker, walk-in, website, etc.
GET https://operate-api.essensys.tech/api/1.0/leadsource/596
{
"response": {
"id": "bced2e72-7039-477d-95d4-c614d727820c",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 17:49:54",
"leadsources": [
{
"row_num": "1",
"creationdate": "2011-01-15T17:29:00+00:00",
"outputvalue_creationdate": "2011-01-15T17:29:00+00:00",
"leadsource": "Email Campaign",
"outputvalue_leadsource": "Email Campaign",
"leadsourceid": "596",
"outputvalue_leadsourceid": "596",
"updatedate": "2011-01-15T17:29:00+00:00",
"outputvalue_updatedate": "2011-01-15T17:29:00+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| leadsource | string | ||
| leadsourceid | int | Reference to the Lead Source | |
| updatedate | date |
Lead Type
https://operate-api.essensys.tech/api/1.0/leadtype
Used by Lead and Opportunity
GET https://operate-api.essensys.tech/api/1.0/leadtype/568
{
"response": {
"id": "d073db06-06ee-4eb4-9311-68645643f278",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 17:57:06",
"leadtypes": [
{
"row_num": "1",
"creationdate": "2009-08-13T15:31:35+00:00",
"outputvalue_creationdate": "2009-08-13T15:31:35+00:00",
"leadtypename": "Hot Lead ",
"outputvalue_leadtypename": "Hot Lead ",
"leadtypeid": "568",
"outputvalue_leadtypeid": "568",
"updatedate": "2009-08-13T15:31:35+00:00",
"outputvalue_updatedate": "2009-08-13T15:31:35+00:00"
}
],
"totalCount": "1"
}
}
PUT (Full) JSON Body
{
"leadtypes": [
{
"leadtypename": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| leadtypename | string | 255 | |
| leadtypeid | int | Reference to the Lead Type | |
| updatedate | date |
Unreadable Lead
https://operate-api.essensys.tech/api/1.0/unreadablelead
A Lead sent to your LeadDADI address with a missing or incorrect .xml attachment.
PUT (Full) JSON Body
{
"unreadableleads": [
{
"leadhtml": {
"strong": "html"
},
"preview": "",
"datereceived": "22/10/2013 12:23",
"datesent": "22/10/2013 12:23",
"subject": "",
"unreadableleadid": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| leadhtml | object | ||
| preview | string | ||
| datereceived | date | ||
| datesent | date | ||
| subject | string | ||
| unreadableleadid | Reference to the Unreadable Lead |
Web To Lead
https://operate-api.essensys.tech/api/1.0/webtolead
Web To Lead uses an HTML Form to capture Leads from a website into Operate.
PUT (Minimum) JSON Body
{
"webtoleads": [
{
"htmlbody": {
"strong": "html"
},
"recordtypevalues": "Item from list",
"selectedfields": "",
"defaultleadcreator": "Item from list",
"webtoleadname": ""
}
]
}
PUT (Full) JSON Body
{
"webtoleads": [
{
"returnurl": "http://www.spacedadi.com",
"enabled": "True",
"htmlbody": {
"strong": "html"
},
"recordtypevalues": "Item from list",
"selectedfields": "",
"defaultleadcreator": "Item from list",
"webtoleadname": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| defaultleadcreator | int | userid from User | |
| htmlbody | object | 32767 | |
| enabled | boolean | ||
| recordtype | int | recordtypeid from Record Type | |
| recordtypevalues | |||
| returnurl | string | 255 | |
| selectedfields | string | 32767 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| webtoleadid | int | Reference to the WebToLead | |
| webtoleadname | string | 255 |
Licensing
Licences represent the contract agreements that you sign with your customers’ Accounts.
They allow you to keep track of all of the terms agreed upon, as well as the Products that each customer chooses to purchase from your organization.
Licence
https://operate-api.essensys.tech/api/1.0/licence
A License is comprised of License Items.
A license requires a Location and an Account.
Activity History, Break Date, Licence Item, Licence Proforma Invoice Line, Licence Proforma Tax Summary, Note and Task can reference a Licence by its licenceid.
GET https://operate-api.essensys.tech/api/1.0/licence
{
"response": {
"id": "ca46cdab-d861-4bf8-aad5-b2f16b645425",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "10/07/2017 13:54:47",
"licences": [
{
"row_num": "1",
"accountname": "65",
"outputvalue_accountname": "Coalition",
"workstations": "0",
"outputvalue_workstations": "0",
"additionaldeposit": "800",
"outputvalue_additionaldeposit": "800",
"additionalproductnames": null,
"outputvalue_additionalproductnames": null,
"additionalproductprices": null,
"outputvalue_additionalproductprices": null,
"additionalproductquantities": null,
"outputvalue_additionalproductquantities": null,
"additionalproducttotalprices": null,
"outputvalue_additionalproducttotalprices": null,
"addressline1": null,
"outputvalue_addressline1": null,
"addressline2": null,
"outputvalue_addressline2": null,
"addressline3": null,
"outputvalue_addressline3": null,
"agreementno": "0000000014",
"outputvalue_agreementno": "0000000014",
"agreementtype": "0",
"approvedby": "0",
"autorenew": "false",
"outputvalue_autorenew": "false",
"contactid": "155",
"outputvalue_contactid": "Wellie Chao",
"billingpattern": null,
"outputvalue_billingpattern": null,
"clienttype": "6",
"outputvalue_clienttype": "Residential",
"companyno": null,
"outputvalue_companyno": null,
"contact": "155",
"outputvalue_contact": "Wellie Chao",
"contractdiscount": "0",
"outputvalue_contractdiscount": "0%",
"contractlistprice": "0.0000",
"outputvalue_contractlistprice": "0.0000",
"contractservicenames": null,
"outputvalue_contractservicenames": null,
"contractserviceprices": null,
"outputvalue_contractserviceprices": null,
"contractservicequantities": null,
"outputvalue_contractservicequantities": null,
"contractservicetotalprices": null,
"outputvalue_contractservicetotalprices": null,
"contractvalue": "4243.2877",
"outputvalue_contractvalue": "4243.2877",
"countersignuser": "0",
"country": null,
"outputvalue_country": null,
"county": null,
"outputvalue_county": null,
"createdby": "Administrator",
"outputvalue_createdby": "Administrator",
"creationdate": "2016-12-07T16:41:19+00:00",
"outputvalue_creationdate": "2016-12-07T16:41:19+00:00",
"depositheld": "0.0000",
"outputvalue_depositheld": "0.0000",
"directdebit": "false",
"outputvalue_directdebit": "false",
"emailaddress": "a@a.com",
"outputvalue_emailaddress": "a@a.com",
"escalateby": "0",
"outputvalue_escalateby": "0",
"escalationmonths": "0",
"outputvalue_escalationmonths": "0",
"expansionvalue": "0.0000",
"outputvalue_expansionvalue": "0.0000",
"faxno": null,
"outputvalue_faxno": null,
"industry": null,
"outputvalue_industry": null,
"leadsource": "561",
"outputvalue_leadsource": "Walk in",
"licencename": "Agreement version1",
"outputvalue_licencename": "Agreement version1",
"licencestatus": "Draft",
"outputvalue_licencestatus": "Draft",
"licencetemplate": "1",
"outputvalue_licencetemplate": "Default Simple Licence",
"licencetype": "0",
"outputvalue_licencetype": "0",
"licenceid": "14",
"outputvalue_licenceid": "14",
"locationname": "4",
"outputvalue_locationname": "7th Avenue",
"mandatorychargesloaded": "false",
"outputvalue_mandatorychargesloaded": "false",
"meetingpackageid": "0",
"mobileno": null,
"outputvalue_mobileno": null,
"newmember": "false",
"outputvalue_newmember": "false",
"noticegiven": "1",
"outputvalue_noticegiven": "1",
"noticeperiod": "2",
"outputvalue_noticeperiod": "2",
"monthlyoffice": "400",
"outputvalue_monthlyoffice": "400",
"monthlyofficetax": "0.0000",
"outputvalue_monthlyofficetax": "0.0000",
"offices": "Room 11",
"outputvalue_offices": "Room 11",
"onboardingemailsent": "false",
"outputvalue_onboardingemailsent": "false",
"opportunity": "0",
"opportunitytype": "600",
"outputvalue_opportunitytype": "New Customer- Self Sourced",
"originallicenceagreementid": "0",
"outputvalue_originallicenceagreementid": "0",
"postcode": null,
"outputvalue_postcode": null,
"items": "Room 11",
"outputvalue_items": "Room 11",
"quoteid": "0",
"outputvalue_quoteid": "0",
"quoteoptionid": "0",
"registeredaddressline1": null,
"outputvalue_registeredaddressline1": null,
"registeredaddressline2": null,
"outputvalue_registeredaddressline2": null,
"registeredaddressline3": null,
"outputvalue_registeredaddressline3": null,
"registeredcountry": null,
"outputvalue_registeredcountry": null,
"registeredcounty": null,
"outputvalue_registeredcounty": null,
"registeredfaxno": null,
"outputvalue_registeredfaxno": null,
"registeredpostcode": null,
"outputvalue_registeredpostcode": null,
"registeredphoneno": null,
"outputvalue_registeredphoneno": null,
"registeredtown": null,
"outputvalue_registeredtown": null,
"renewalterm": "12",
"outputvalue_renewalterm": "12",
"renewed": "false",
"outputvalue_renewed": "false",
"renewing": "false",
"outputvalue_renewing": "false",
"rentuplift": "0",
"outputvalue_rentuplift": "0%",
"rentschedulemonths": "Dec 2016<br>Jan 2017<br>Feb 2017<br>Mar 2017<br>Apr 2017<br>May 2017<br>Jun 2017<br>Jul 2017<br>Aug 2017<br>Sep 2017<br>Oct 2017<br>Nov 2017<br>Dec 2017<br>",
"outputvalue_rentschedulemonths": "Dec 2016<br>Jan 2017<br>Feb 2017<br>Mar 2017<br>Apr 2017<br>May 2017<br>Jun 2017<br>Jul 2017<br>Aug 2017<br>Sep 2017<br>Oct 2017<br>Nov 2017<br>Dec 2017<br>",
"rentscheduleprices": "$200.00<br>$164.38<br>$200.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$78.90<br>",
"outputvalue_rentscheduleprices": "$200.00<br>$164.38<br>$200.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$400.00<br>$78.90<br>",
"rentvalue": "0.0000",
"outputvalue_rentvalue": "0.0000",
"rollinglicence": "true",
"outputvalue_rollinglicence": "true",
"rollingbreakdates": "false",
"outputvalue_rollingbreakdates": "false",
"salesperson": "25",
"outputvalue_salesperson": "Amanda Fanoun",
"schedule": "0",
"outputvalue_schedule": "One Off",
"serviceuplift": "0",
"outputvalue_serviceuplift": "0%",
"monthlyservice": "0.0000",
"outputvalue_monthlyservice": "0.0000",
"monthlyservicetax": "0.0000",
"outputvalue_monthlyservicetax": "0.0000",
"servicevalue": "0.0000",
"outputvalue_servicevalue": "0.0000",
"services": "Deposit US\nRoom 11",
"outputvalue_services": "Deposit US\nRoom 11",
"showbreakdates": "false",
"outputvalue_showbreakdates": "false",
"specialterms": null,
"outputvalue_specialterms": null,
"startdate": "2016-12-07T00:00:00+00:00",
"outputvalue_startdate": "2016-12-07T00:00:00+00:00",
"licencestatusid": "0",
"outputvalue_licencestatusid": "Draft",
"suminsured": "0.0000",
"outputvalue_suminsured": "0.0000",
"suretyaddress1": null,
"outputvalue_suretyaddress1": null,
"suretyaddress2": null,
"outputvalue_suretyaddress2": null,
"suretyaddress3": null,
"outputvalue_suretyaddress3": null,
"suretycountry": null,
"outputvalue_suretycountry": null,
"suretycounty": null,
"outputvalue_suretycounty": null,
"suretyemail": null,
"outputvalue_suretyemail": null,
"suretymobile": null,
"outputvalue_suretymobile": null,
"suretypostcode": null,
"outputvalue_suretypostcode": null,
"suretyrequired": "false",
"outputvalue_suretyrequired": "false",
"suretytelephone": null,
"outputvalue_suretytelephone": null,
"suretytown": null,
"outputvalue_suretytown": null,
"taxnumber": null,
"outputvalue_taxnumber": null,
"phoneno": "123456",
"outputvalue_phoneno": "123456",
"termmonths": "12",
"outputvalue_termmonths": "12",
"termdays": "0",
"outputvalue_termdays": "0",
"enddate": "2017-12-06T00:00:00+00:00",
"outputvalue_enddate": "2017-12-06T00:00:00+00:00",
"monthlytotal": "400",
"outputvalue_monthlytotal": "400",
"monthlygross": "400",
"outputvalue_monthlygross": "400",
"monthlytax": "0.0000",
"outputvalue_monthlytax": "0.0000",
"town": null,
"outputvalue_town": null,
"transferred": "false",
"outputvalue_transferred": "false",
"transferring": "false",
"outputvalue_transferring": "false",
"updatedate": "2016-12-07T16:41:19+00:00",
"outputvalue_updatedate": "2016-12-07T16:41:19+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator",
"valueofgoods": "0.0000",
"outputvalue_valueofgoods": "0.0000",
"virtualuplift": "0",
"outputvalue_virtualuplift": "0%",
"monthlyvirtual": "0.0000",
"outputvalue_monthlyvirtual": "0.0000",
"monthlyvirtualtax": "0.0000",
"outputvalue_monthlyvirtualtax": "0.0000",
"virtualvalue": "0.0000",
"outputvalue_virtualvalue": "0.0000"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON body
{
"licences": [
{
"accountname": "Item from list",
"licencename": "",
"locationname": "Item from list"
}
]
}
PUT (Full) JSON body
{
"licences": [
{
"accountname": "Item from list",
"accountreferencetext": "",
"workstations": "1,2345",
"addressline1": "",
"addressline2": "",
"addressline3": "",
"agreementtype": "Item from list",
"approvalrequestor": "Item from list",
"approvedby": "Item from list",
"autorenew": "True",
"contactid": "Item from list",
"billingpattern": "Selected item",
"clienttype": "Item from list",
"comments": "This is very long text which can go over multiple lines",
"companyno": "",
"contact": "Item from list",
"contractdiscount": "100%",
"contractlistprice": "£0.00",
"contractvalue": "£0.00",
"countersignuser": "Item from list",
"country": "",
"county": "Cornwall",
"dateecountersigned": "22/10/2013 12:23",
"dateesigned": "22/10/2013 12:23",
"datelicenceissued": "22/10/2013 12:23",
"datelicencesigned": "22/10/2013",
"datenoticegiven": "22/10/2013",
"depositheld": "£0.00",
"directdebit": "True",
"escalateby": "1,2345",
"escalationdate": "22/10/2013",
"escalationmonths": "1,2345",
"esignstatus": "This is encrypted text",
"excludedservices": "This is very long text which can go over multiple lines",
"expansionvalue": "£0.00",
"expectedmoveout": "22/10/2013",
"faxno": "+44 845 303 1000",
"includedservices": "This is very long text which can go over multiple lines",
"industry": "Item from list",
"licenceissuedby": "Darren",
"leadsource": "Item from list",
"licencename": "",
"licencetemplate": "Item from list",
"licencetype": "Selected item",
"locationname": "Item from list",
"mandatorychargesloaded": "True",
"meetingpackageid": "Item from list",
"mobileno": "07111 211211",
"newlicenceagreementid": "1,2345",
"newmember": "True",
"noticeperiod": "1,2345",
"officenames": "",
"onboardingemailsent": "True",
"opportunity": "Item from list",
"opportunitytype": "Item from list",
"originalenddate": "22/10/2013",
"originallicenceagreementid": "123",
"parkingspaces": "123",
"postcode": "",
"items": "",
"quoteid": "Item from list",
"quoteoptionid": "Item from list",
"unapprovedreason": "This is very long text which can go over multiple lines",
"referencetext": "",
"registeredaddressline1": "",
"registeredaddressline2": "",
"registeredaddressline3": "",
"registeredcountry": "",
"registeredcounty": "Cornwall",
"registeredfaxno": "+44 845 303 1000",
"registeredpostcode": "",
"registeredphoneno": "+44 845 303 1000",
"registeredtown": "",
"renewalstartdate": "22/10/2013",
"renewalterm": "1,2345",
"renewed": "True",
"renewing": "True",
"rentuplift": "100%",
"rentvalue": "£0.00",
"rollinglicence": "True",
"rollingbreakdates": "True",
"salesperson": "Item from list",
"schedule": "Item from list",
"serviceuplift": "100%",
"servicenames": "",
"servicevalue": "£0.00",
"showbreakdates": "True",
"specialterms": "This is very long text which can go over multiple lines",
"startdate": "22/10/2013",
"licencestatusid": "Item from list",
"suminsured": "£0.00",
"suretyaddress1": "",
"suretyaddress2": "",
"suretyaddress3": "",
"suretycontact": "",
"suretycountry": "",
"suretycounty": "",
"suretyemail": "darren@domain.com",
"suretymobile": "07111 211211",
"suretypostcode": "",
"suretyrequired": "True",
"suretytelephone": "+44 845 303 1000",
"suretytown": "",
"taxnumber": "",
"termmonths": "1,2345",
"termdays": "1,2345",
"enddate": "22/10/2013",
"terminatedby": "",
"terminatedon": "22/10/2013 12:23",
"terminationdate": "22/10/2013",
"town": "Town",
"transferred": "True",
"trlicenceagreementid": "1,2345",
"transferring": "True",
"valueofgoods": "£0.00",
"virtualuplift": "100%",
"virtualnames": "",
"virtualvalue": "£0.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| workstations | int | ||
| additionaldeposit | currency | ||
| additionalproductnames | |||
| additionalproductprices | |||
| additionalproductquantities | |||
| additionalproducttotalprices | |||
| addressline1 | string | 255 | |
| addressline2 | string | 255 | |
| addressline3 | string | 255 | |
| agreementno | string | 12 | |
| agreementtype | int | ||
| approvedby | |||
| autorenew | boolean | ||
| contactid | int | contactid from Contact | |
| billingpattern | |||
| clienttype | int | clienttypeid from Client Type | |
| companyno | |||
| contact | int | contactid from Contact | |
| contractdiscount | |||
| contractlistprice | decimal | ||
| contractservicenames | |||
| contractserviceprices | |||
| contractservicequantities | |||
| contractservicetotalprices | |||
| contractvalue | decimal | ||
| countersignuser | |||
| country | |||
| county | |||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| depositheld | decimal | ||
| directdebit | boolean | ||
| emailaddress | string | ||
| enddate | date | ||
| escalateby | |||
| escalationmonths | Months within which the price increases. | ||
| expansionvalue | |||
| faxno | |||
| industry | int | industryid from Industry | |
| items | string | ||
| leadsource | int | leadsourceid from Lead Source | |
| licencename | string | ||
| licencestatus | string | ||
| licencetemplate | int | ||
| licencetype | |||
| licenceid | int | Reference to the License | |
| locationname | int | locationid from Location | |
| mandatorychargesloaded | boolean | ||
| meetingpackageid | int | meetingpackageid from Meeting Package | |
| mobileno | |||
| monthlygross | |||
| monthlyoffice | |||
| monthlyofficetax | |||
| monthlyservice | decimal | ||
| monthlyservicetax | decimal | ||
| monthlytax | |||
| monthlytotal | |||
| monthlyvirtual | decimal | ||
| monthlyvirtualtax | decimal | ||
| newmember | boolean | ||
| noticegiven | boolean | ||
| noticeperiod | int | number of Months | |
| offices | string | ||
| onboardingemailsent | boolean | ||
| opportunity | int | opportunityid from Opportunity | |
| opportunitytype | int | opportunitytypeid from Opportunity Type | |
| originallicenceagreementid | int | Appears on licences that have been transferred or renewed. | |
| phoneno | string | ||
| postcode | string | 10 | |
| quoteid | |||
| quoteoptionid | |||
| registeredaddressline1 | string | 255 | |
| registeredaddressline2 | string | 255 | |
| registeredaddressline3 | string | 255 | |
| registeredcountry | string | 255 | Countries |
| registeredcounty | string | 255 | Counties |
| registeredfaxno | |||
| registeredpostcode | string | 10 | |
| registeredphoneno | |||
| registeredtown | string | 255 | |
| renewalterm | int | ||
| renewed | boolean | ||
| renewing | boolean | ||
| rentuplift | percent | ||
| rentschedulemonths | string | ||
| rentscheduleprices | string | ||
| rentvalue | decimal | ||
| rollinglicence | boolean | Does Licence automatically renew after the term expiration date. | |
| rollingbreakdates | boolean | ||
| salesperson | int | userid from User | |
| schedule | int | scheduletypeid from Schedule Type | |
| serviceuplift | percent | ||
| servicevalue | decimal | ||
| services | string | ||
| showbreakdates | boolean | ||
| specialterms | string | 32767 | |
| startdate | date | ||
| licencestatusid | |||
| suminsured | decimal | ||
| suretyaddress1 | string | 255 | |
| suretyaddress2 | string | 255 | |
| suretyaddress3 | string | 255 | |
| suretycontact | string | 255 | |
| suretycountry | string | 255 | |
| suretycounty | string | 255 | |
| suretyemail | string | 255 | |
| suretymobile | string | 255 | |
| suretypostcode | string | 255 | |
| suretyrequired | boolean | ||
| suretytelephone | string | 255 | |
| suretytown | string | 255 | |
| taxnumber | string | 255 | |
| termmonths | int | ||
| termdays | int | ||
| town | string | 255 | |
| transferred | boolean | ||
| transferring | boolean | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| valueofgoods | decimal | ||
| virtualuplift | percent | ||
| virtualvalue | decimal |
Licence Item
https://operate-api.essensys.tech/api/1.0/licenceitem
A Product or Service provided as part of a Licence.
GET https://operate-api.essensys.tech/api/1.0/LicenceItem/13
{
"response": {
"id": "630adb63-5234-417f-ae59-f0a229b88962",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 15:29:26",
"licenceitems": [
{
"row_num": "1",
"autocharge": "false",
"outputvalue_autocharge": "false",
"autoescalate": "true",
"outputvalue_autoescalate": "true",
"billinadvance": "0",
"outputvalue_billinadvance": "0",
"anniversary": "false",
"outputvalue_anniversary": "false",
"bundledproduct": "0",
"mandatorysqftcalc": "0.0000",
"outputvalue_mandatorysqftcalc": "0.0000",
"mandatorytovirtualclients": "false",
"outputvalue_mandatorytovirtualclients": "false",
"createdby": "Mari-Elena Smith",
"outputvalue_createdby": "Mari-Elena Smith",
"creationdate": "2016-07-01T17:07:33+00:00",
"outputvalue_creationdate": "2016-07-01T17:07:33+00:00",
"deposit": "0.0000",
"outputvalue_deposit": "0.0000",
"depositheld": "1000",
"outputvalue_depositheld": "1000",
"depositreturned": "0.0000",
"outputvalue_depositreturned": "0.0000",
"discountpercent": "0",
"outputvalue_discountpercent": "0%",
"discountamount": "0.0000",
"outputvalue_discountamount": "0.0000",
"enddate": "2016-09-30T00:00:00+00:00",
"outputvalue_enddate": "2016-09-30T00:00:00+00:00",
"schedule_id": "2",
"outputvalue_schedule_id": "Monthly",
"licence": "4",
"outputvalue_licence": "UK Delivery Team",
"licenceitemid": "13",
"outputvalue_licenceitemid": "13",
"listprice": "1000",
"outputvalue_listprice": "1000",
"listpricetotal": "0",
"outputvalue_listpricetotal": "0",
"mandatorycharge": "false",
"outputvalue_mandatorycharge": "false",
"mandatorychargetype": "0",
"outputvalue_mandatorychargetype": "0",
"officesize": "0",
"outputvalue_officesize": "0",
"mandatorychargepercentofall": "0",
"outputvalue_mandatorychargepercentofall": "0%",
"mandatorypercentofrent": "0",
"outputvalue_mandatorypercentofrent": "0%",
"prorata2ndpayment": "false",
"outputvalue_prorata2ndpayment": "false",
"product": "74",
"outputvalue_product": "Room 2",
"quantity": "1",
"outputvalue_quantity": "1",
"referencetext": "<FROM> - <TO>",
"outputvalue_referencetext": "<FROM> - <TO>",
"retainerproduct": "103",
"outputvalue_retainerproduct": "Deposit",
"retainerreferencetext": null,
"outputvalue_retainerreferencetext": null,
"retainertax": "3",
"outputvalue_retainertax": "Non-taxable",
"startdate": "2016-01-01T00:00:00+00:00",
"outputvalue_startdate": "2016-01-01T00:00:00+00:00",
"subtotal": "1000",
"outputvalue_subtotal": "1000",
"tax": "5",
"outputvalue_tax": "20% Tax rate",
"terminated": "false",
"outputvalue_terminated": "false",
"total": "1000",
"outputvalue_total": "1000",
"totaldeposit": "1000",
"outputvalue_totaldeposit": "1000",
"type": "0",
"outputvalue_type": "0",
"unitprice": "500",
"outputvalue_unitprice": "500",
"updatedate": "2016-07-01T17:09:21+00:00",
"outputvalue_updatedate": "2016-07-01T17:09:21+00:00",
"updatedby": "Mari-Elena Smith",
"outputvalue_updatedby": "Mari-Elena Smith",
"caneditmandatorycharge": "false",
"outputvalue_caneditmandatorycharge": "false",
"workstations": "6",
"outputvalue_workstations": "6"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| anniversary | boolean | ||
| autocharge | boolean | ||
| autoescalate | boolean | ||
| billinadvance | |||
| bundledproduct | |||
| caneditmandatorycharge | boolean | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| deposit | decimal | ||
| depositheld | |||
| depositreturned | decimal | ||
| discountpercent | |||
| discountamount | decimal | ||
| enddate | date | ||
| licence | int | licenceid from Licence | |
| licenceitemid | int | Reference to the License Item | |
| listprice | |||
| listpricetotal | |||
| mandatorycharge | boolean | ||
| mandatorychargetype | |||
| mandatorychargepercentofall | |||
| mandatorypercentofrent | |||
| mandatorysqftcalc | decimal | ||
| mandatorytovirtualclients | boolean | ||
| officesize | |||
| prorata2ndpayment | boolean | ||
| product | int | productid from Product | |
| quantity | |||
| referencetext | string | ||
| retainerproduct | int | ||
| retainerreferencetext | |||
| retainertax | |||
| schedule_id | int | scheduletypeid from Schedule Type | |
| startdate | date | ||
| subtotal | |||
| tax | int | taxid from Tax | |
| terminated | boolean | ||
| total | currency | ||
| totaldeposit | currency | ||
| type | |||
| unitprice | currency | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| workstations | int |
Licence Item Schedule
https://operate-api.essensys.tech/api/1.0/licenceitemschedule
Sets the billing schedule, pricing and discounts for Licence Items.
GET https://operate-api.essensys.tech/api/1.0/licenceitemschedule
{
"response": {
"id": "e5258d9c-f791-405c-b763-a6fa1f9c870e",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 15:57:20",
"licenceitemschedules": [
{
"row_num": "1",
"createdby": "DOMAIN\\mari",
"outputvalue_createdby": "DOMAIN\\mari",
"creationdate": "2016-07-01T17:07:33+00:00",
"outputvalue_creationdate": "2016-07-01T17:07:33+00:00",
"enddate": "2016-01-31T00:00:00+00:00",
"outputvalue_enddate": "2016-01-31T00:00:00+00:00",
"forceprice": "false",
"outputvalue_forceprice": "false",
"fullamount": "500",
"outputvalue_fullamount": "500",
"invoicenow": "false",
"outputvalue_invoicenow": "false",
"invoiced": "true",
"outputvalue_invoiced": "true",
"licenceitem": "13",
"outputvalue_licenceitem": "74",
"licenceitemscheduleid": "19",
"outputvalue_licenceitemscheduleid": "19",
"listprice": "1000",
"outputvalue_listprice": "1000",
"discountfromlist": "500",
"outputvalue_discountfromlist": "500",
"prorata": "false",
"outputvalue_prorata": "false",
"product": "74",
"outputvalue_product": "Room 2",
"quantity": "1",
"outputvalue_quantity": "1",
"referencetext": "<FROM> - <TO>",
"outputvalue_referencetext": "<FROM> - <TO>",
"schedule": "2",
"outputvalue_schedule": "Monthly",
"startdate": "2016-01-01T00:00:00+00:00",
"outputvalue_startdate": "2016-01-01T00:00:00+00:00",
"unitprice": "500",
"outputvalue_unitprice": "500",
"updatedate": "2016-07-01T17:07:33+00:00",
"outputvalue_updatedate": "2016-07-01T17:07:33+00:00",
"updatedby": "DOMAIN\\mari",
"outputvalue_updatedby": "DOMAIN\\mari"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| enddate | date | ||
| forceprice | boolean | ||
| fullamount | |||
| invoicenow | boolean | ||
| invoiced | boolean | ||
| licenceitem | int | licenceitemid from Licence Item | |
| licenceitemscheduleid | int | Reference to the Licence Item Schedule | |
| listprice | |||
| discountfromlist | |||
| prorata | boolean | ||
| product | int | productid from Product | |
| quantity | |||
| referencetext | string | 255 | |
| schedule | int | scheduletypeid from Schedule Type | |
| startdate | date | ||
| unitprice | |||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Break Date
https://operate-api.essensys.tech/api/1.0/breakdate
GET https://operate-api.essensys.tech/api/1.0/breakdate/1
curl https://operate-api.essensys.tech/api/1.0/breakdate/1 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "ee39ce98-1ed9-454e-abcf-7cf89340d283",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 10:28:10",
"breakdates": [
{
"breakdate": "2017-10-22T00:00:00",
"outputvalue_breakdate": "2017-10-22T00:00:00",
"breakdateid": "1",
"outputvalue_breakdateid": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T10:28:10",
"outputvalue_creationdate": "2017-08-08T10:28:10",
"interval": "12",
"outputvalue_interval": "12",
"licence": "14",
"outputvalue_licence": "Agreement version1",
"updatedate": "2017-08-08T10:28:10",
"outputvalue_updatedate": "2017-08-08T10:28:10",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
]
}
}
PUT (Minimum) JSON Body
{
"breakdates": [
{
"breakdate": "22/10/2017",
"licence": "14"
}
]
}
PUT (Full) JSON Body
{
"breakdates": [
{
"breakdate": "22/10/2017",
"interval": "12",
"licence": "14"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| breakdate | date | ||
| breakdateid | int | Reference to the Break Date | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| interval | decimal | Number of months. | |
| licence | int | licenceid from Licence | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Check List Item
https://operate-api.essensys.tech/api/1.0/checklistitem
This is an item of the Licence Checklist which tracks progress towards finalizing a Licence.
GET https://operate-api.essensys.tech/api/1.0/checklistitem/531
curl https://operate-api.essensys.tech/api/1.0/checklistitem/531 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "01cb21f8-a15f-463d-a6f8-40fb4a9c883b",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 13:32:22",
"lookupchecklistitems": [
{
"row_num": "1",
"checklistitem": "Direct Debit Mandate",
"outputvalue_checklistitem": "Direct Debit Mandate",
"checklistitemsid": "531",
"outputvalue_checklistitemsid": "531",
"creationdate": "2009-08-13T15:12:52+00:00",
"outputvalue_creationdate": "2009-08-13T15:12:52+00:00",
"updatedate": "2009-08-13T15:12:52+00:00",
"outputvalue_updatedate": "2009-08-13T15:12:52+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| checklistitem | string | 255 | |
| checklistitemsid | int | Reference to the Check List Item | |
| creationdate | date | ||
| updatedate | date |
Licence Check List Item
https://operate-api.essensys.tech/api/1.0/licencechecklistitem
Licences contain a checklist which you can customize and which contains items you need to check before activating a Licence. These typically represent steps to follow before activation.
GET https://operate-api.essensys.tech/api/1.0/licencechecklistitem/2
{
"response": {
"id": "5cd85ea5-51c7-46a5-9c30-760d28ec0972",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 13:25:55",
"licencechecklistitems": [
{
"row_num": "1",
"checked": "false",
"outputvalue_checked": "false",
"checkedby": null,
"outputvalue_checkedby": null,
"createdby": "Administrator",
"outputvalue_createdby": "Administrator",
"creationdate": "2016-12-07T16:41:21+00:00",
"outputvalue_creationdate": "2016-12-07T16:41:21+00:00",
"licence": "14",
"outputvalue_licence": "Agreement version1",
"checklistitem": "531",
"outputvalue_checklistitem": "Direct Debit Mandate",
"licencechecklistitemid": "2",
"outputvalue_licencechecklistitemid": "2",
"updatedate": "2016-12-07T16:41:21+00:00",
"outputvalue_updatedate": "2016-12-07T16:41:21+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| checked | boolean | ||
| checkedby | |||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| licence | int | licenseid from Licence | |
| checklistitem | int | checklistitemsid from Check List Item | |
| licencechecklistitemid | int | Reference to the Licence Check List Item | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Licence Member
https://operate-api.essensys.tech/api/1.0/licencemember
A Contact assigned to a Licenced Service.
PUT (Minimum and Full) JSON Body
{
"licencemembers": [
{
"contact": "Item from list",
"enddate": "22/10/2013",
"licencememberid": "",
"licenceitem": "Item from list",
"startdate": "22/10/2013"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| contact | int | contactid from Contact | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| enddate | date | ||
| licencememberid | int | Reference to the License Member | |
| licenceitem | int | licenceitemid from Licence Item | |
| startdate | date |
Licence Proforma Invoice
https://operate-api.essensys.tech/api/1.0/licenceproformainvoice
A Proforma Invoice generated when issuing a Licence. This invoice provides the customer with information on the Charges applied as part of the Licence. It becomes an Invoice once the Licence has been activated.
GET https://operate-api.essensys.tech/api/1.0/licenceproformainvoice/4
{
"response": {
"id": "edac0e5b-e4a0-486f-8714-c487803ae761",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 08:22:54",
"licenceproformainvoices": [
{
"row_num": "1",
"accountname": "6",
"outputvalue_accountname": "UK Delivery Team yes",
"accountref": null,
"outputvalue_accountref": null,
"approved": "0",
"outputvalue_approved": "0",
"bfwd": "0.0000",
"outputvalue_bfwd": "0.0000",
"createdby": "Mari-Elena Smith",
"outputvalue_createdby": "Mari-Elena Smith",
"creationdate": "2016-07-01T17:07:33+00:00",
"outputvalue_creationdate": "2016-07-01T17:07:33+00:00",
"duedate": "2017-07-27T08:22:54+00:00",
"outputvalue_duedate": "2017-07-27T08:22:54+00:00",
"emailaddress": "chelsea.djemal@essensys.tech",
"outputvalue_emailaddress": "chelsea.djemal@essensys.tech",
"gross": "0.0000",
"outputvalue_gross": "0.0000",
"invoicedate": "2017-07-27T08:22:54+00:00",
"outputvalue_invoicedate": "2017-07-27T08:22:54+00:00",
"invoiceid": "4",
"outputvalue_invoiceid": "4",
"invoicesort": "UK Delivery Team yes",
"outputvalue_invoicesort": "UK Delivery Team yes",
"status": "1",
"outputvalue_status": "1",
"invoicetext": null,
"outputvalue_invoicetext": null,
"invoicetext1": null,
"outputvalue_invoicetext1": null,
"invoicetext2": null,
"outputvalue_invoicetext2": null,
"location": "1",
"outputvalue_location": "Aldgate Tower",
"net": "0.0000",
"outputvalue_net": "0.0000",
"organization": "1",
"outputvalue_organization": "essensys Ltd",
"invoicenumber": "4",
"outputvalue_invoicenumber": "4",
"tax": "0.0000",
"outputvalue_tax": "0.0000",
"updatedate": "2016-07-01T17:09:21+00:00",
"outputvalue_updatedate": "2016-07-01T17:09:21+00:00",
"updatedby": "Mari-Elena Smith",
"outputvalue_updatedby": "Mari-Elena Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | String | ||
| accountref | |||
| approved | |||
| bfwd | decimal | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| duedate | date | ||
| emailaddress | string | ||
| gross | decimal | ||
| invoicedate | date | ||
| invoiceid | int | Reference to the Licence Proforma Invoice | |
| invoicesort | string | ||
| status | int | ||
| invoicetext | |||
| invoicetext1 | |||
| invoicetext2 | |||
| location | int | locatonid from Location | |
| net | decimal | ||
| organization | int | organizationid from Organization | |
| invoicenumber | int | ||
| tax | decimal | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Licence Proforma Invoice Line
https://operate-api.essensys.tech/api/1.0/licenceproformainvoiceline
A row of a Licence Proforma Invoice, representing a Charge.
GET https://operate-api.essensys.tech/api/1.0/licenceproformainvoiceline/463
{
"response": {
"id": "4163071d-ae55-4306-9c63-22b093d25008",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 08:38:37",
"licenceproformainvoicelines": [
{
"row_num": "1",
"createdby": "Administrator",
"outputvalue_createdby": "Administrator",
"creationdate": "2016-12-07T16:41:25+00:00",
"outputvalue_creationdate": "2016-12-07T16:41:25+00:00",
"discountfromlist": "200",
"outputvalue_discountfromlist": "200",
"from": "2016-12-07T00:00:00+00:00",
"outputvalue_from": "2016-12-07T00:00:00+00:00",
"invoicelineid": "463",
"outputvalue_invoicelineid": "463",
"licence": "14",
"outputvalue_licence": "Agreement version1",
"listprice": "400",
"outputvalue_listprice": "400",
"markup": "0",
"outputvalue_markup": "0",
"markuptype": "0",
"outputvalue_markuptype": "0",
"originalbundle": "0",
"outputvalue_originalbundle": "0",
"product": "82",
"outputvalue_product": "Room 11",
"productgroup": "24",
"outputvalue_productgroup": "Office Rent",
"quantity": "1",
"outputvalue_quantity": "1",
"tax": "3",
"outputvalue_tax": "0",
"taxrate": "0",
"outputvalue_taxrate": "0%",
"to": "2017-01-06T00:00:00+00:00",
"outputvalue_to": "2017-01-06T00:00:00+00:00",
"totalprice": "200",
"outputvalue_totalprice": "200",
"unitprice": "200",
"outputvalue_unitprice": "200",
"updatedate": "2016-12-07T16:41:25+00:00",
"outputvalue_updatedate": "2016-12-07T16:41:25+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"licenceproformainvoicelines": [
{
"from": "22/10/2013",
"invoicelineid": "",
"licence": "Item from list",
"product": "Item from list",
"to": "22/10/2013"
}
]
}
PUT (Full) JSON Body
{
"licenceproformainvoicelines": [
{
"btchno": "1,2345",
"bundledproduct": "Item from list",
"chargesheet": "Item from list",
"discountfromlist": "£0.00",
"from": "22/10/2013",
"invoicelineid": "",
"licence": "Item from list",
"listprice": "£0.00",
"markuptype": "Selected item",
"newmeterreading": "1,2345",
"originalbundle": "1,2345",
"previousmeterreading": "1,2345",
"product": "Item from list",
"quantity": "1,2345",
"referencetext": "",
"tax": "Item from list",
"to": "22/10/2013",
"totalprice": "£0.00",
"unitprice": "£0.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| btchno | |||
| bundledproduct | int | ||
| chargesheet | int | chargesheetid from Charge Sheet | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| discountfromlist | |||
| from | date | ||
| invoicelineid | int | Reference to the Licence Proforma Invoice Line | |
| license | int | licenceid from License | |
| listprice | currency | ||
| markup | string | % or currency amount | |
| markuptype | int | 1 = % , 2 = Currency Amount | |
| originalbundle | |||
| newmeterreading | |||
| previousmeterreading | |||
| product | int | productid from Product | |
| productgroup | int | productgroupid from Product Group | |
| quantity | |||
| referencetext | |||
| tax | int | taxid from Tax | |
| taxrate | |||
| to | date | ||
| totalprice | currency | ||
| unitprice | currency | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Licence Proforma Invoice Summary
https://operate-api.essensys.tech/api/1.0/licenceproformainvoicesummary
A summarized view of invoiced transactions through a Licence Proforma Invoice that only contains totals per Product Group.
GET https://operate-api.essensys.tech/api/1.0/licenceproformainvoicesummary/00000000024
{
"response": {
"id": "302016a3-b1c7-4ee9-8457-ad7dbd6cb0a1",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 09:28:18",
"licenceproformainvoicesummarys": [
{
"row_num": "1",
"createdby": "live",
"outputvalue_createdby": "live",
"creationdate": "2017-01-17T21:45:21+00:00",
"outputvalue_creationdate": "2017-01-17T21:45:21+00:00",
"invoicesummaryname": "Office Rent",
"outputvalue_invoicesummaryname": "Office Rent",
"invoicesummaryid": "00000000024",
"outputvalue_invoicesummaryid": "00000000024",
"licenceid": "0",
"order": "1",
"outputvalue_order": "1",
"recordtype": "0",
"updatedate": "2017-01-17T21:45:21+00:00",
"outputvalue_updatedate": "2017-01-17T21:45:21+00:00",
"updatedby": "live",
"outputvalue_updatedby": "live"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| invoicesummaryname | string | 255 | |
| invoicesummaryid | string | Reference to the Licence Proforma Invoice Summary | |
| licenceid | int | licenceid from Licence | |
| order | int | ||
| recordtype | int | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Licence Proforma Tax Summary
https://operate-api.essensys.tech/api/1.0/licenceproformataxsummary
A summarized view of invoiced tax through a Licence Proforma Invoice.
GET https://operate-api.essensys.tech/api/1.0/licenceproformataxsummary/00001700005
{
"response": {
"id": "12733884-5b12-4a39-9d41-5b8c2549d156",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 09:33:59",
"licenceproformataxsummarys": [
{
"row_num": "1",
"createdby": "live",
"outputvalue_createdby": "live",
"creationdate": "2017-06-02T09:16:09+00:00",
"outputvalue_creationdate": "2017-06-02T09:16:09+00:00",
"licenceid": "17",
"outputvalue_licenceid": "New Licence",
"recordtype": "0",
"taxrate": "0.2",
"outputvalue_taxrate": "20%",
"taxsummaryname": "20% Tax rate",
"outputvalue_taxsummaryname": "20% Tax rate",
"taxsummaryid": "00001700005",
"outputvalue_taxsummaryid": "00001700005",
"taxtotal": "85.714",
"outputvalue_taxtotal": "85.714",
"updatedate": "2017-06-02T09:16:09+00:00",
"outputvalue_updatedate": "2017-06-02T09:16:09+00:00",
"updatedby": "live",
"outputvalue_updatedby": "live"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| licenceid | int | licenceid from Licence | |
| recordtype | int | ||
| taxrate | decimal | ||
| taxsummaryname | string | 255 | |
| taxsummaryid | string | Reference to the Licence Proforma Tax Summary | |
| taxtotal | decimal | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Licence Status
https://operate-api.essensys.tech/api/1.0/licencestatus
The Licence lifecycle involves the following statuses:
- Draft - The licence is a draft - this means that it may still have changes applied.
- Issued - The licence setup is complete and is awaiting activation.
- Activated - The licence is active. This is the typical status of a currently ongoing licence.
- Expiring - This status applies for licences that have been fully billed for and there’s no remaining charge to determine a roll over.
- Expired - The licence has expired. This type of status occurs for licences for which the term has elapsed and there has been no active roll over, extension, renewal or transfer.
- Notice Given - This status applies to licences for which the customer has given a termination notice.
- Renewing - When you go to the Licence Renewal page on a Licence, but do not complete the process, the licence status will be Renewing until completion.
- Renewed - When the renewal process is completed, the licence status changes to Renewed. A new, active licence is created when this takes place.
- Transferring - Similarly to the Renewing status, Transferring is added to a licence for which transfer information has been saved into, but the process has not been completed.
- Transferred - This status is used for licences on which the transfer process has been completed.
- Terminated - The licence has been terminated.
GET https://operate-api.essensys.tech/api/1.0/LicenceStatus/1
{
"response": {
"id": "3cf25e58-10ab-4919-abb8-88bc16efd77d",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 11:05:48",
"licencestatuss": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2014-04-30T08:12:13+00:00",
"outputvalue_creationdate": "2014-04-30T08:12:13+00:00",
"licencestatusname": "Issued",
"outputvalue_licencestatusname": "Issued",
"licencestatusid": "1",
"outputvalue_licencestatusid": "1",
"updatedate": "2014-04-30T08:12:13+00:00",
"outputvalue_updatedate": "2014-04-30T08:12:13+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| licencestatusname | string | 255 | |
| licencestatusid | int | Reference to the License Status | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Movement History
https://operate-api.essensys.tech/api/1.0/movementhistory
A list of Licence renewals, transfers or terminations.
GET https://operate-api.essensys.tech/api/1.0/movementhistory/
{
"response": {
"id": "d635e299-46a0-4458-af00-bcc93d267ef7",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 12:00:08",
"movements": [
{
"row_num": "1",
"account": "6",
"outputvalue_account": "UK Delivery Team yes",
"checkinout": "Check In",
"outputvalue_checkinout": "Check In",
"createdby": "Mari-Elena Smith",
"outputvalue_createdby": "Mari-Elena Smith",
"creationdate": "2016-07-01T17:09:21+00:00",
"outputvalue_creationdate": "2016-07-01T17:09:21+00:00",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"movementtype": "22",
"outputvalue_movementtype": "Move In - New Client ",
"movementid": "1",
"outputvalue_movementid": "1",
"office": "true",
"outputvalue_office": "true",
"officesize": "0",
"outputvalue_officesize": "0",
"product": "74",
"outputvalue_product": "Room 2",
"rentalamount": "500",
"outputvalue_rentalamount": "500",
"salesperson": "19",
"outputvalue_salesperson": "Mari-Elena Smith",
"startdate": "2016-01-01T00:00:00+00:00",
"outputvalue_startdate": "2016-01-01T00:00:00+00:00",
"term": "9",
"outputvalue_term": "9",
"terminationreason": null,
"outputvalue_terminationreason": null,
"updatedate": "2016-08-08T07:53:10+00:00",
"outputvalue_updatedate": "2016-08-08T07:53:10+00:00",
"workstations": "6",
"outputvalue_workstations": "6"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| account | int | ||
| checkinout | string | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| location | int | locationid from Location | |
| movementtype | int | movementtypeid from Movement Type | |
| movementid | int | Reference to the Movement History | |
| office | boolean | ||
| officesize | |||
| product | int | productid from Product | |
| rentalamount | |||
| salesperson | int | ||
| startdate | date | ||
| term | |||
| terminationreason | |||
| updatedate | date | ||
| workstations | int |
Movement Type
https://operate-api.essensys.tech/api/1.0/movementtype
Determines what type of movement an Account is making. Used when renewing, transferring or terminating a Licence.
GET https://operate-api.essensys.tech/api/1.0/movementype/22
{
"response": {
"id": "e3914eea-159f-46fd-a3f7-194976330088",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 12:07:21",
"movementtypes": [
{
"row_num": "1",
"creationdate": "2009-05-29T09:39:17+00:00",
"outputvalue_creationdate": "2009-05-29T09:39:17+00:00",
"movementtypename": "Move In - New Client ",
"outputvalue_movementtypename": "Move In - New Client ",
"movementtypeid": "22",
"outputvalue_movementtypeid": "22",
"updatedate": "2009-05-29T09:39:17+00:00",
"outputvalue_updatedate": "2009-05-29T09:39:17+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| movementtypename | string | ||
| movementtypeid | int | Reference to the Movement Type | |
| updatedate | date |
Non Standard Terms
https://operate-api.essensys.tech/api/1.0/lookupnonstandardterms
Custom terms added to a Licence.
GET https://operate-api.essensys.tech/api/1.0/lookupnonstandardterms/599
{
"response": {
"id": "f2492c68-945d-4ffd-8bcb-6caa48e10159",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/07/2017 10:05:47",
"lookupnonstandardtermss": [
{
"row_num": "1",
"creationdate": "2011-01-15T17:31:35+00:00",
"outputvalue_creationdate": "2011-01-15T17:31:35+00:00",
"nonstandardterm": "5 Hours Free Meeting Rooms for 3 Months",
"outputvalue_nonstandardterm": "5 Hours Free Meeting Rooms for 3 Months",
"nonstandardtermsid": "599",
"outputvalue_nonstandardtermsid": "599",
"updatedate": "2011-01-15T17:31:35+00:00",
"outputvalue_updatedate": "2011-01-15T17:31:35+00:00"
}
],
"totalCount": "1"
}
}
PUT (minimum and full) JSON Body
{
"lookupnonstandardtermss": [
{
"nonstandardterm": "This is long text which can go over multiple lines"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| nonstandardterm | string | 32767 | |
| nonstandardtermsid | int | Reference to the non standard term | |
| updatedate | date |
Termination Reasons
https://operate-api.essensys.tech/api/1.0/lookupterminationresons
Define why a Licence has been terminated.
GET https://operate-api.essensys.tech/api/1.0/lookupterminationresons/587
{
"response": {
"id": "9793b3b5-56e2-4ffb-9afd-f53254ce0e22",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 14:14:15",
"lookupterminationresonss": [
{
"row_num": "1",
"creationdate": "2009-08-13T15:32:07+00:00",
"outputvalue_creationdate": "2009-08-13T15:32:07+00:00",
"terminationreason": "Moved to a competitor",
"outputvalue_terminationreason": "Moved to a competitor",
"terminationresonsid": "587",
"outputvalue_terminationresonsid": "587",
"updatedate": "2009-08-13T15:32:07+00:00",
"outputvalue_updatedate": "2009-08-13T15:32:07+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| terminationreason | string | ||
| terminationresonsid | int | Reference to the Termination Reason | |
| updatedate | date |
Transfer Reasons
https://operate-api.essensys.tech/api/1.0/lookuptransferreasons
Customizeable reasons why a Licence may be transferred.
GET https://operate-api.essensys.tech/api/1.0/lookuptransferreasons/645
{
"response": {
"id": "cc4f6dba-3b85-41ac-878f-850eb0a9b8b6",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 13:55:14",
"lookuptransferreasonss": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T13:53:21+00:00",
"outputvalue_creationdate": "2017-08-08T13:53:21+00:00",
"transferreason": "Test 22",
"outputvalue_transferreason": "Test 22",
"transferreasonsid": "645",
"outputvalue_transferreasonsid": "645",
"updatedate": "2017-08-08T13: 53:21+00:00",
"outputvalue_updatedate": "2017-08-08T13:53:21+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum & Full) JSON Body
{
"lookuptransferreasonss": [
{
"transferreason": "New Transfer Reason"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| transferreason | string | ||
| transferreasonsid | int | reference to the Transfer Reason | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Locations
Locations represent the buildings where your Organization is renting space; while Organizations represent the legal entity(ies) that you conduct business under.
Location
https://operate-api.essensys.tech/api/1.0/location
A Location represents your building and is associated to your entire Organization.
Account, Accounts Receivable, Assigned Client Type, Batch Charge Sheet, Booking Charge, Booking Conflict, Calendar, Charge Sheet, Contact, Credit Note, Day Delegate Rate,Device Import, Draft Invoice, Event, Inventory Item, Invoice, Invoice Line, Lead, Licence, Metered Batch Charge Sheet, Movement History, Opportunity, Package, Product, Space Promoter Location, Tracking Device and User can make reference to a locationid.
GET https://operate-api.essensys.tech/api/1.0/Location/1
{
"response": {
"id": "2a5c75fa-6db3-4097-a6dd-f47077c9170a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 13:04:11",
"locations": [
{
"row_num": "1",
"achsortcode": null,
"outputvalue_achsortcode": null,
"achaccountname": null,
"outputvalue_achaccountname": null,
"achaccountno": null,
"outputvalue_achaccountno": null,
"achbankaddress": null,
"outputvalue_achbankaddress": null,
"achbankname": null,
"outputvalue_achbankname": null,
"activepromoters": "5",
"outputvalue_activepromoters": "5",
"activerooms": "4",
"outputvalue_activerooms": "4",
"address1": null,
"outputvalue_address1": null,
"addressline2": null,
"outputvalue_addressline2": null,
"addressline3": null,
"outputvalue_addressline3": null,
"approvalpercent": "10",
"outputvalue_approvalpercent": "1000%",
"accountno": null,
"outputvalue_accountno": null,
"bankaddress": null,
"outputvalue_bankaddress": null,
"bankname": null,
"outputvalue_bankname": null,
"brand": "0",
"officehoursend": "2016-12-07T18:00:00+00:00",
"outputvalue_officehoursend": "2016-12-07T18:00:00+00:00",
"connectcalllogger": "false",
"outputvalue_connectcalllogger": "false",
"country": "United Kingdom",
"outputvalue_country": "United Kingdom",
"county": null,
"outputvalue_county": null,
"createdby": "UNKNOWN",
"outputvalue_createdby": "UNKNOWN",
"creationdate": "2009-08-05T08:40:42+00:00",
"outputvalue_creationdate": "2009-08-05T08:40:42+00:00",
"currency": "1",
"outputvalue_currency": "Pounds Sterling",
"discontinued": "false",
"outputvalue_discontinued": "false",
"email": null,
"outputvalue_email": null,
"enableapprovals": "true",
"outputvalue_enableapprovals": "true",
"fulladdress": "London<br />United Kingdom",
"outputvalue_fulladdress": "London<br />United Kingdom",
"iban": null,
"outputvalue_iban": null,
"inactiverooms": "3",
"outputvalue_inactiverooms": "3",
"invoiceprefix": "AT-",
"outputvalue_invoiceprefix": "AT-",
"officeimageurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_officeimageurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"officeimage2url": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_officeimage2url": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"officeimage3url": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_officeimage3url": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"officeimage4url": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_officeimage4url": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"officeimage5url": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_officeimage5url": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"locationuuid": "f6163bf1-fa2a-47e3-b15a-cc08eac2244f",
"outputvalue_locationuuid": "f6163bf1-fa2a-47e3-b15a-cc08eac2244f",
"locationid": "1",
"outputvalue_locationid": "1",
"hostimageurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_hostimageurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"contactemail": null,
"outputvalue_contactemail": null,
"contactmobile": null,
"outputvalue_contactmobile": null,
"contactname": null,
"outputvalue_contactname": null,
"contacttelephone": null,
"outputvalue_contacttelephone": null,
"map": "0,0",
"outputvalue_map": "0,0",
"onlinealias": null,
"outputvalue_onlinealias": null,
"officehoursstart": "2016-12-07T08:30:00+00:00",
"outputvalue_officehoursstart": "2016-12-07T08:30:00+00:00",
"postcode": null,
"outputvalue_postcode": null,
"published": "true",
"outputvalue_published": "true",
"recordtype": "9",
"outputvalue_recordtype": "Location",
"separateaccommadation": "false",
"outputvalue_separateaccommadation": "false",
"singlelineaddress": "London United Kingdom",
"outputvalue_singlelineaddress": "London United Kingdom",
"locationname": "Aldgate Tower",
"outputvalue_locationname": "Aldgate Tower",
"sortcode": null,
"outputvalue_sortcode": null,
"swiftcode": null,
"outputvalue_swiftcode": null,
"telephone": null,
"outputvalue_telephone": null,
"timezone": "35",
"outputvalue_timezone": "(UTC) Dublin, Edinburgh, Lisbon, London",
"town": "London",
"outputvalue_town": "London",
"updatedate": "2017-06-22T13:35:43+00:00",
"outputvalue_updatedate": "2017-06-22T13:35:43+00:00",
"updatedby": "Josephine Smith",
"outputvalue_updatedby": "Josephine Smith",
"usesitebankdetails": "false",
"outputvalue_usesitebankdetails": "false",
"wifiname": null,
"outputvalue_wifiname": null,
"wifipassword": null,
"outputvalue_wifipassword": null
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| achsortcode | string | 255 | |
| achaccountname | string | 255 | |
| achaccountno | string | 255 | |
| achbankaddress | string | 4000 | |
| achbankname | string | 255 | |
| activepromoters | int | ||
| activerooms | int | ||
| address1 | string | 255 | |
| addressline2 | string | 255 | |
| addressline3 | string | 255 | |
| approvalpercent | decimal | 1 = 100% | |
| accountno | string | 20 | |
| bankaddress | string | 255 | |
| bankname | string | 255 | |
| brand | int | brandid from Brand | |
| connectcalllogger | boolean | ||
| country | string | country from Countries | |
| county | string | county from Counties | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| currency | int | currencyid from Currency | |
| discontinued | boolean | ||
| string | |||
| enableapprovals | boolean | ||
| fulladdress | string | 4000 | |
| iban | string | 255 | |
| inactiverooms | int | ||
| invoiceprefix | string | 10 | |
| officehoursend | date | ||
| officeimageurl | string | ||
| officeimage2url | string | ||
| officeimage3url | string | ||
| officeimage4url | string | ||
| officeimage5url | string | ||
| locationuuid | string | 255 | |
| locationid | int | Reference to the location | |
| locationname | string | ||
| hostimageurl | string | ||
| contactemail | string | ||
| contactmobile | |||
| contactname | |||
| contacttelephone | |||
| map | string | lat, long | |
| onlinealias | string | 255 | Location Name to display on the Portal. |
| officehoursstart | date | ||
| postcode | string | ||
| published | boolean | ||
| recordtype | int | recordtypeid from Record Type | |
| separateaccommadation | boolean | ||
| singlelineaddress | string | ||
| sortcode | string | 255 | |
| swiftcode | string | 255 | |
| telephone | string | ||
| timezone | int | timezoneid from Timezone | |
| town | string | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| usesitebankdetails | boolean | ||
| wifiname | string | ||
| wifipassword | string |
Area
https://operate-api.essensys.tech/api/1.0/area
The Area represents the region where your building Location is found.
GET https://operate-api.essensys.tech/api/1.0/area/7
curl https://operate-api.essensys.tech/api/1.0/area/7 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "a2fbe614-efa6-41e4-a46a-86b2f38fb7a3",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "17/07/2017 13:54:50",
"areas": [
{
"row_num": "1",
"areaname": "North",
"outputvalue_areaname": "North",
"areaid": "7",
"outputvalue_areaid": "7",
"creationdate": "2009-05-29T09:35:14+00:00",
"outputvalue_creationdate": "2009-05-29T09:35:14+00:00",
"updatedate": "2009-05-29T09:35:14+00:00",
"outputvalue_updatedate": "2009-05-29T09:35:14+00:00"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
curl -H 'Authorization: Bearer gAA...X-w' \
-X PUT \
-d data='{ "areas": [ { "areaname": "North West Test Area" } ] }' \
https://operate-api.essensys.tech/api/1.0/area
{
"areas": [
{
"areaname": "West"
}
]
}
DELETE https://operate-api.essensys.tech/api/1.0/area
curl -X DELETE \
-H "Content-type: application/x-www-form-urlencoded; charset=utf-8" \
-H "Authorization: Bearer xxxxxx" \
-d "itemid=13" \
https://operate-api.essensys.tech/api/1.0/area
{
"response":{
"id":"cff97f2f-05b6-40d0-8235-8363ba1dfe2b",
"status":"OK",
"providername":"Operate API",
"datetimeutc":"12/08/2017 15:47:34"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| areaname | string | 255 | |
| areaid | int | Reference to the area | |
| creationdate | date | ||
| updatedate | date |
Assigned Client Type
https://operate-api.essensys.tech/api/1.0/assignedclienttype
Each Location has Client Types assigned to it in order to ensure all records are correctly stored for the entire Organization.
GET https://operate-api.essensys.tech/api/1.0/assignedclienttype/84
curl https://operate-api.essensys.tech/api/1.0/assignedclienttype/84 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "4e53a240-8635-4b13-b7a7-2dae4feef5af",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "17/07/2017 13:59:46",
"assignedclienttypes": [
{
"row_num": "1",
"assignedclienttypeid": "84",
"outputvalue_assignedclienttypeid": "84",
"clienttype": "3",
"outputvalue_clienttype": "essensys Ltd - Virtual",
"creationdate": "2016-09-14T14:05:18+00:00",
"outputvalue_creationdate": "2016-09-14T14:05:18+00:00",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"organizationname": "essensys Ltd",
"outputvalue_organizationname": "essensys Ltd",
"updatedate": "2016-09-14T14:05:18+00:00",
"outputvalue_updatedate": "2016-09-14T14:05:18+00:00"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"assignedclienttypes": [
{
"assignedclienttypeid": "",
"clienttype": "",
"location": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| assignedclienttypeid | int | reference to the assignedclienttype | |
| clienttype | int | clienttypeid from Client Type | |
| creationdate | date | ||
| location | int | locationid from Location | |
| organizationname | string | 255 | |
| updatedate | date |
Region
https://operate-api.essensys.tech/api/1.0/region
The Region where a building is located.
Meeting Package Region also has a regionid.
GET https://operate-api.essensys.tech/api/1.0/region/
{
"response": {
"id": "b09842cf-8abd-40f4-9415-f9d3f610052d",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 09:39:21",
"regions": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-25T09:39:08+00:00",
"outputvalue_creationdate": "2017-07-25T09:39:08+00:00",
"regionname": "Region 51",
"outputvalue_regionname": "Region 51",
"regionid": "1",
"outputvalue_regionid": "1",
"updatedate": "2017-07-25T09:39:08+00:00",
"outputvalue_updatedate": "2017-07-25T09:39:08+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"regions": [
{
"regionname": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| regionname | string | ||
| regionid | int | Reference to the Region | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Opportunities
Opportunity
https://operate-api.essensys.tech/api/1.0/opportunity
An Opportunity is a qualified Lead. This means that you have gained a prospect Account and there is an opportunity for that prospect to become a customer.
Activity History, Licence, Note, Open Task and Task can reference an opportunityid.
GET https://operate-api.essensys.tech/api/1.0/Opportunity/10
{
"response": {
"id": "f753e34f-049f-4170-b208-420c32c82f55",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 17:18:41",
"opportunitys": [
{
"row_num": "1",
"accountname": "2",
"agentfee": null,
"outputvalue_agentfee": null,
"agreementsigned": "false",
"outputvalue_agreementsigned": "false",
"amount": "12000",
"outputvalue_amount": "12000",
"broker": "0",
"agentreference": null,
"outputvalue_agentreference": null,
"brokerstatus": "0",
"outputvalue_brokerstatus": "0",
"brokerupdated": "false",
"outputvalue_brokerupdated": "false",
"brokerfirstname": null,
"outputvalue_brokerfirstname": null,
"brokerlastname": null,
"outputvalue_brokerlastname": null,
"budget": null,
"outputvalue_budget": null,
"campaign_id": "0",
"checkindate": "2013-04-12T00:00:00+00:00",
"outputvalue_checkindate": "2013-04-12T00:00:00+00:00",
"classification_id": "1",
"outputvalue_classification_id": "Residential",
"contactfirstname": null,
"outputvalue_contactfirstname": null,
"contactlastname": null,
"outputvalue_contactlastname": null,
"termmonths": "12",
"outputvalue_termmonths": "12",
"contracttype": "0",
"createdby": "Administrator",
"outputvalue_createdby": "Administrator",
"creationdate": "2013-04-12T10:21:07+00:00",
"outputvalue_creationdate": "2013-04-12T10:21:07+00:00",
"lostdate": "2013-04-12T00:00:00+00:00",
"outputvalue_lostdate": "2013-04-12T00:00:00+00:00",
"daysopen": "1553",
"outputvalue_daysopen": "1553",
"enddate": "2014-04-11T00:00:00+00:00",
"outputvalue_enddate": "2014-04-11T00:00:00+00:00",
"enquirydate": "2013-04-12T00:00:00+00:00",
"outputvalue_enquirydate": "2013-04-12T00:00:00+00:00",
"expansionvalue": "0.0000",
"outputvalue_expansionvalue": "0.0000",
"forecast": "false",
"outputvalue_forecast": "false",
"leadsource": "Email Campaign",
"outputvalue_leadsource": "Email Campaign",
"leadtype": null,
"outputvalue_leadtype": null,
"leaddadilead": "false",
"outputvalue_leaddadilead": "false",
"locationname": "1",
"outputvalue_locationname": "Aldgate Tower",
"locationrequired": null,
"outputvalue_locationrequired": null,
"lostreason": null,
"outputvalue_lostreason": null,
"opentasks": "0",
"outputvalue_opentasks": "0",
"opportunityname": "test",
"outputvalue_opportunityname": "test",
"opportunitytype": "13",
"outputvalue_opportunitytype": "New Customer - Broker",
"opportunityid": "10",
"outputvalue_opportunityid": "10",
"otherneeds": null,
"outputvalue_otherneeds": null,
"user_id": "1",
"outputvalue_user_id": "Administrator ",
"parkingspaces": "2",
"outputvalue_parkingspaces": "2",
"probability": "0",
"outputvalue_probability": "0%",
"rate": null,
"outputvalue_rate": null,
"recordtype": "83",
"outputvalue_recordtype": "Opportunity",
"region_id": "0",
"salesperson_id": "1",
"outputvalue_salesperson_id": "Administrator ",
"size": null,
"outputvalue_size": null,
"stage": "-3",
"outputvalue_stage": "Checked In",
"startdate": "2013-04-12T00:00:00+00:00",
"outputvalue_startdate": "2013-04-12T00:00:00+00:00",
"termdays": "0",
"outputvalue_termdays": "0",
"timing": null,
"outputvalue_timing": null,
"typeofbusiness": "2",
"updatedate": "2013-04-12T10:32:59+00:00",
"outputvalue_updatedate": "2013-04-12T10:32:59+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator",
"viewed": "false",
"outputvalue_viewed": "false",
"webtolead": "false",
"outputvalue_webtolead": "false",
"won": "false",
"outputvalue_won": "false",
"workstations": "0",
"outputvalue_workstations": "0"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"opportunitys": [
{
"accountname": "12",
"closedate": "22/10/2017",
"locationname": "1",
"opportunityname": "My new op"
}
]
}
PUT (Full) JSON Body
{
"opportunitys": [
{
"accountname": "Item from list",
"agentfee": "0.00",
"agreementsigned": "True",
"amount": "0.00",
"broker": "Item from list",
"agentcontact": "Item from list",
"agentemail": "darren@smith.com",
"agentreference": "Darren Smith",
"brokerstatus": "Selected item",
"brokerupdated": "True",
"budget": "Darren Smith",
"campaign_id": "Item from list",
"checkindate": "22/10/2013",
"classification_id": "Item from list",
"closedate": "22/10/2013",
"contactname": "Item from list",
"termmonths": "1,2345",
"contracttype": "Item from list",
"lostdate": "22/10/2013",
"deaddate": "22/10/2013 12:23",
"enddate": "22/10/2013",
"enquirydate": "22/10/2013 12:23",
"expansionvalue": "£0.00",
"forecast": "True",
"leadsource": "Item from list",
"leadtype": "Item from list",
"leaddadilead": "True",
"locationname": "Item from list",
"locationrequired": "Darren Smith",
"lostreason": "Item from list",
"opportunityname": "Darren Smith",
"opportunitytype": "Item from list",
"otherneeds": "This is text area",
"overturnedbroker": "Item from list",
"overturnedagentcontact": "Item from list",
"overturnedagentemail": "darren@domain.com",
"overturnedagentreference": "Darren Smith",
"user_id": "Item from list",
"parkingspaces": "1",
"rate": "",
"region_id": "Item from list",
"salesperson_id": "Item from list",
"size": "",
"stage": "Item from list",
"startdate": "22/10/2013",
"termdays": "123",
"timing": "",
"viewed": "True",
"webtolead": "True",
"won": "True",
"ud_wonnotificationsent": "True",
"workstations": "1,2345"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| agentfee | currency | (decimal for PUT) | |
| agreementsigned | boolean | ||
| amount | currency | ||
| broker | int | accountid from Account | |
| agentreference | string | 255 | |
| brokerstatus | int | 0 Accepted, 1 Rejected, 2 Overturned, 3 Unallocated, 4 No Match, 9 Not Specified | |
| brokerupdated | boolean | ||
| brokerfirstname | string | 255 | |
| brokerlastname | string | 255 | |
| budget | string | 255 | |
| campaign_id | int | campaignid from Email Campaign | |
| checkindate | date | ||
| classification_id | int | ||
| contactfirstname | string | 255 | |
| contactlastname | string | 255 | |
| termmonths | int | ||
| contracttype | int | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| daysopen | int | ||
| enddate | date | ||
| enquirydate | date | ||
| expansionvalue | decimal | ||
| forecast | boolean | ||
| leadsource | string | leadsource from Lead Source | |
| leadtype | int | leadtypeid from Lead Type | |
| leaddadilead | boolean | ||
| locationname | int | locationid from Location | |
| locationrequired | boolean | ||
| lostdate | date | ||
| lostreason | int | opportuntylostreasonid from Opportunty Lost Reason | |
| opentasks | int | ||
| opportunityname | string | 255 | |
| opportunitytype | int | opportunitytypeid from Opportunity Type | |
| opportunityid | int | Reference to the Opportunity | |
| otherneeds | string | 4000 | |
| user_id | int | userid from User | |
| parkingspaces | int | ||
| probability | int | ||
| rate | string | 255 | |
| recordtype | int | recordtypeid from Record Type | |
| region_id | int | regionid from Region | |
| salesperson_id | int | ||
| size | string | 255 | |
| stage | int | stageid from Stage | |
| startdate | date | ||
| termdays | int | ||
| timing | string | 255 | |
| typeofbusiness | int | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| viewed | boolean | ||
| webtolead | boolean | ||
| won | boolean | ||
| workstations | int |
Contract Type
https://operate-api.essensys.tech/api/1.0/contracttype
Represents the type of contract that an Opportunity may sign. Defaults are: Commercial Lease and Licence.
GET https://operate-api.essensys.tech/api/1.0/contracttype
curl https://operate-api.essensys.tech/api/1.0/contracttype/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "e51971e2-45cf-4197-82a8-07043ebde648",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 16:26:39",
"contracttypes": [
{
"row_num": "1",
"contracttypename": "Licence ",
"outputvalue_contracttypename": "Licence ",
"contracttypeid": "1",
"outputvalue_contracttypeid": "1",
"creationdate": "2006-01-24T13:14:02+00:00",
"outputvalue_creationdate": "2006-01-24T13:14:02+00:00",
"updatedate": "2006-01-24T13:14:02+00:00",
"outputvalue_updatedate": "2006-01-24T13:14:02+00:00"
},
{
"row_num": "2",
"contracttypename": "Commercial Lease ",
"outputvalue_contracttypename": "Commercial Lease ",
"contracttypeid": "2",
"outputvalue_contracttypeid": "2",
"creationdate": "2006-01-24T13:14:02+00:00",
"outputvalue_creationdate": "2006-01-24T13:14:02+00:00",
"updatedate": "2006-01-24T13:14:02+00:00",
"outputvalue_updatedate": "2006-01-24T13:14:02+00:00"
}
],
"totalCount": "2"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| contracttypename | string | ||
| contracttypeid | int | Reference to the contract type | |
| creationdate | date | ||
| updatedate | date |
Opportunity Lost Reason
https://operate-api.essensys.tech/api/1.0/opportunitylostreason
Explains why an Opportunity has been lost.
GET https://operate-api.essensys.tech/api/1.0/OpportunityLostReason/572
{
"response": {
"id": "b69955d9-df9d-4bac-bb96-bb96487cafff",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 09:58:09",
"opportunitylostreasons": [
{
"row_num": "1",
"creationdate": "2009-08-13T15:32:12+00:00",
"outputvalue_creationdate": "2009-08-13T15:32:12+00:00",
"opportuntylostreasonname": "Wrong location ",
"outputvalue_opportuntylostreasonname": "Wrong location ",
"opportuntylostreasonid": "572",
"outputvalue_opportuntylostreasonid": "572",
"updatedate": "2009-08-13T15:32:12+00:00",
"outputvalue_updatedate": "2009-08-13T15:32:12+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| opportuntylostreasonname | string | 255 | |
| opportuntylostreasonid | int | Reference to the Opportunty Lost Reason | |
| updatedate | date |
Opportunity Type
https://operate-api.essensys.tech/api/1.0/opportunitytype
Provides details on what type of business could be conducted through the Opportunity.
GET https://operate-api.essensys.tech/api/1.0/opportunitytype/11
{
"response": {
"id": "3db52863-0ba7-4920-ac6d-51d87f2615a0",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 09:55:03",
"opportunitytypes": [
{
"row_num": "1",
"creationdate": "2009-05-29T09:35:13+00:00",
"outputvalue_creationdate": "2009-05-29T09:35:13+00:00",
"opportunitytypename": "Renewal",
"outputvalue_opportunitytypename": "Renewal",
"opportunitytypeid": "11",
"outputvalue_opportunitytypeid": "11",
"updatedate": "2009-05-29T09:35:13+00:00",
"outputvalue_updatedate": "2009-05-29T09:35:13+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| opportunitytypename | string | 255 | |
| opportunitytypeid | int | Reference to the Opportunity Type | |
| updatedate | date |
Stage
https://operate-api.essensys.tech/api/1.0/stage
Represents the progress made towards closing the Opportunity.
GET https://operate-api.essensys.tech/api/1.0/stage/-7
{
"response": {
"id": "dceba3ba-1c56-40b8-92be-58efe83a0a89",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "17/07/2017 15:43:50",
"stages": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2014-04-30T08:12:05+00:00",
"outputvalue_creationdate": "2014-04-30T08:12:05+00:00",
"disabledelete": "true",
"outputvalue_disabledelete": "true",
"stageorder": "999",
"outputvalue_stageorder": "999",
"friendlyname": "Viewing Arranged",
"outputvalue_friendlyname": "Viewing Arranged",
"hidden": "false",
"outputvalue_hidden": "false",
"percentage": "25",
"outputvalue_percentage": "25%",
"stagename": "Viewing Arranged",
"outputvalue_stagename": "Viewing Arranged",
"stageid": "-7",
"outputvalue_stageid": "-7",
"updatedate": "2014-04-30T08:12:05+00:00",
"outputvalue_updatedate": "2014-04-30T08:12:05+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| disabledelete | boolean | ||
| friendlyname | string | ||
| hidden | boolean | ||
| percentage | int | ||
| recordtype | int | recordtypeid from Record Type | |
| stageid | int | Reference to the Stage | |
| stagename | string | ||
| stageorder | int | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Organizations
Organization
https://operate-api.essensys.tech/api/1.0/organization
An Organization represents a legal entity that you conduct business under.
It is linked to all of your records via Client Types and Locations.
Note: A Location represents the buildings where you let space.
Account, Accounts Receivable, Calendar, Client Type, Draft Invoice, Financial Export Log, GL Code, Licence Proforma Invoice can reference an organizationid.
GET https://operate-api.essensys.tech/api/1.0/Organization/1
curl https://operate-api.essensys.tech/api/1.0/Organization/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "8879a71c-d8f2-4c31-8021-e3178cc255b8",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 13:09:13",
"organizations": [
{
"row_num": "1",
"aba": null,
"outputvalue_aba": null,
"achaccountname": null,
"outputvalue_achaccountname": null,
"achaccountno": null,
"outputvalue_achaccountno": null,
"achbankaddress": null,
"outputvalue_achbankaddress": null,
"achbankname": null,
"outputvalue_achbankname": null,
"virtualachurl": null,
"outputvalue_virtualachurl": null,
"addressline1": "1 Triton Square",
"outputvalue_addressline1": "1 Triton Square",
"lgladdress_1": "1 Triton Square",
"outputvalue_lgladdress_1": "1 Triton Square",
"addressline2": "Regents Place",
"outputvalue_addressline2": "Regents Place",
"lgladdress_3": null,
"outputvalue_lgladdress_3": null,
"addressline3": null,
"outputvalue_addressline3": null,
"agipassword": null,
"outputvalue_agipassword": null,
"accountname": "essensys Current Account",
"outputvalue_accountname": "essensys Current Account",
"accountno": "12345678",
"outputvalue_accountno": "12345678",
"bankaddress": "NatWest, 159 High Street, Rickmansworth",
"outputvalue_bankaddress": "NatWest, 159 High Street, Rickmansworth",
"bankname": "NatWest",
"outputvalue_bankname": "NatWest",
"sortcode": "112233",
"outputvalue_sortcode": "112233",
"companyno": "5959557",
"outputvalue_companyno": "5959557",
"lglcountry": "United Kingdom",
"outputvalue_lglcountry": "United Kingdom",
"lglcounty": null,
"outputvalue_lglcounty": null,
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2009-08-05T08:41:01+00:00",
"outputvalue_creationdate": "2009-08-05T08:41:01+00:00",
"virtualcreditcardurl": null,
"outputvalue_virtualcreditcardurl": null,
"ddfifthdigit": "n",
"outputvalue_ddfifthdigit": "n",
"ddfirstdigit": "n",
"outputvalue_ddfirstdigit": "n",
"ddforthdigit": "n",
"outputvalue_ddforthdigit": "n",
"ddoriginator1": "nn",
"outputvalue_ddoriginator1": "nn",
"ddoriginator2": "nn",
"outputvalue_ddoriginator2": "nn",
"ddoriginator3": "nn",
"outputvalue_ddoriginator3": "nn",
"ddseconddigit": "n",
"outputvalue_ddseconddigit": "n",
"ddsixthdigit": "n",
"outputvalue_ddsixthdigit": "n",
"ddthirddigit": "n",
"outputvalue_ddthirddigit": "n",
"earliestinvoicedate": "1899-12-31T00:00:00+00:00",
"outputvalue_earliestinvoicedate": "1899-12-31T00:00:00+00:00",
"exportfiletag": null,
"outputvalue_exportfiletag": null,
"fulladdress": "1 Triton Square<br />Regents Place<br />London<br />NW1 3DX<br />United Kingdom",
"outputvalue_fulladdress": "1 Triton Square<br />Regents Place<br />London<br />NW1 3DX<br />United Kingdom",
"iban": null,
"outputvalue_iban": null,
"logourl": "/spacecontrol/v2/controls/getobjectimage.aspx?operator=Essensys&moduleid=200&fieldid=25307&itemid=1",
"output_logourl": "/spacecontrol/v2/controls/getobjectimage.aspx?operator=Essensys&moduleid=200&fieldid=25307&itemid=1",
"merchantid": null,
"outputvalue_merchantid": null,
"legalentitycode": null,
"outputvalue_legalentitycode": null,
"organizationname": "essensys Ltd",
"outputvalue_organizationname": "essensys Ltd",
"organizationid": "1",
"outputvalue_organizationid": "1",
"paymentprocessor": "Stripe",
"outputvalue_paymentprocessor": "Stripe",
"lglpostcode": "NW1 3DX",
"outputvalue_lglpostcode": "NW1 3DX",
"processorcurrencycode": "GBP",
"outputvalue_processorcurrencycode": "GBP",
"enablerecurringpayments": "false",
"outputvalue_enablerecurringpayments": "false",
"processorpassword": null,
"outputvalue_processorpassword": null,
"processorsignature": null,
"outputvalue_processorsignature": null,
"processorusesandbox": "true",
"outputvalue_processorusesandbox": "true",
"processoruserid": "sk_test_WzUInabI3itxFQvacMOK2pjo",
"outputvalue_processoruserid": "sk_test_WzUInabI3itxFQvacMOK2pjo",
"recordtype": "0",
"singlelineaddress": "1 Triton Square,Regents Place London NW1 3DX United Kingdom",
"outputvalue_singlelineaddress": "1 Triton Square,Regents Place London NW1 3DX United Kingdom",
"swiftcode": null,
"outputvalue_swiftcode": null,
"vatnumber": "12345678GB",
"outputvalue_vatnumber": "12345678GB",
"lgltown": "London",
"outputvalue_lgltown": "London",
"updatedate": "2017-04-24T16:56:41+00:00",
"outputvalue_updatedate": "2017-04-24T16:56:41+00:00",
"updatedby": "Ben Smith",
"outputvalue_updatedby": "Ben Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"organizations": [
{
"organizationname": ""
}
]
}
PUT (Full) JSON Body
{
"organizations": [
{
"aba": "",
"achaccountname": "",
"achaccountno": "",
"achbankaddress": "",
"achbankname": "",
"virtualachurl": "http://www.spacedadi.com",
"lgladdress_1": "",
"addressline1": "",
"addressline2": "",
"lgladdress_3": "",
"addressline3": "",
"agipassword": "",
"accountname": "",
"accountno": "",
"bankaddress": "",
"bankname": "",
"sortcode": "",
"companyno": "",
"lglcountry": "",
"lglcounty": "",
"virtualcreditcardurl": "http://www.spacedadi.com",
"ddoriginator1": "",
"ddoriginator2": "",
"ddoriginator3": "",
"earliestinvoicedate": "22/10/2013",
"exportfiletag": "",
"iban": "",
"logo": "",
"merchantid": "",
"legalentitycode": "",
"organizationname": "",
"othercontactname": "",
"paymentprocessor": "",
"lglpostcode": "",
"processorcurrencycode": "",
"enablerecurringpayments": "True",
"processorpassword": "",
"processorsignature": "",
"processorusesandbox": "True",
"processoruserid": "",
"swiftcode": "",
"vatnumber": "",
"phoneno": "+44 845 303 1000",
"lgltown": "",
"website": "http://www.spacedadi.com"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| aba | string | 255 | |
| achaccountname | string | 255 | |
| achaccountno | string | 255 | |
| achbankaddress | string | 255 | |
| addressline1 | string | 40 | |
| addressline2 | string | 40 | |
| addressline3 | string | 30 | |
| agipassword | string | 255 | |
| accountname | string | 255 | |
| accountno | string | 20 | |
| bankname | string | 255 | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| companyno | string | 50 | |
| ddfifthdigit | string | 1 | |
| ddfirstdigit | string | 1 | |
| ddforthdigit | string | 1 | |
| ddoriginator1 | string | 2 | |
| ddoriginator2 | string | 2 | |
| ddoriginator3 | string | 2 | |
| ddseconddigit | string | 1 | |
| ddsixthdigit | string | 1 | |
| ddthirddigit | string | 1 | |
| earliestinvoicedate | date | ||
| enablerecurringpayments | boolean | ||
| exportfiletag | string | 20 | |
| fulladdress | string | 4000 | |
| iban | string | 255 | |
| lgladdress_1 | string | 40 | |
| lgladdress_3 | string | 30 | |
| lglcountry | string | 255 | from Countries |
| lglcounty | string | 30 | from Counties |
| lglpostcode | string | 20 | |
| lgltown | string | 30 | |
| logourl | string | 255 | |
| legalentitycode | string | 255 | |
| merchantid | string | 255 | |
| organizationname | string | 255 | displayname for the Organization |
| organizationid | int | Reference to the Organization | |
| paymentprocessor | string | 255 | |
| processorcurrencycode | string | 255 | currencycode from Currency |
| processorpassword | string | 255 | |
| processorsignature | string | 255 | |
| processorusesandbox | boolean | ||
| processoruserid | string | 255 | |
| recordtype | int | recordtypeid from Record Type | |
| singlelineaddress | string | 4000 | |
| sortcode | string | 20 | |
| swiftcode | string | 255 | |
| vatnumber | string | 20 | |
| virtualachurl | string | 255 | |
| virtualcreditcardurl | string | 255 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Client Type
https://operate-api.essensys.tech/api/1.0/clienttype
Client Types define your members based on their space and service use. Default types are: Resident, Club Member or Virtual. You can configure your own.
GET https://operate-api.essensys.tech/api/1.0/clienttype/1
curl https://operate-api.essensys.tech/api/1.0/clienttype/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "d4c846bb-eb0b-4fb8-9b04-075c03e9b8b6",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 10:52:50",
"clienttypes": [
{
"row_num": "1",
"chargeexternalrates": "false",
"outputvalue_chargeexternalrates": "false",
"clienttypeandorganization": "essensys Ltd - Residential",
"outputvalue_clienttypeandorganization": "essensys Ltd - Residential",
"clienttypename": "Residential",
"outputvalue_clienttypename": "Residential",
"clienttypeid": "1",
"outputvalue_clienttypeid": "1",
"createdby": "RJMETIS\\seby",
"outputvalue_createdby": "RJMETIS\\seby",
"creationdate": "2010-10-01T10:23:18+00:00",
"outputvalue_creationdate": "2010-10-01T10:23:18+00:00",
"organization": "1",
"outputvalue_organization": "essensys Ltd",
"webrescreditcard": "false",
"outputvalue_webrescreditcard": "false",
"residentialclassification": "true",
"outputvalue_residentialclassification": "true",
"updatedate": "2014-08-20T16:01:57+00:00",
"outputvalue_updatedate": "2014-08-20T16:01:57+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator",
"useinvoiceprefix": "false",
"outputvalue_useinvoiceprefix": "false",
"virtualclassification": "false",
"outputvalue_virtualclassification": "false"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| chargeexternalrates | boolean | ||
| clienttypeandorganization | string | ||
| clienttypename | string | ||
| clienttypeid | int | Reference to the Client Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| organization | int | organizationid from Organization | |
| webrescreditcard | boolean | ||
| residentialclassification | boolean | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| useinvoiceprefix | boolean | ||
| virtualclassification | boolean |
GL Code
https://operate-api.essensys.tech/api/1.0/glcode
A General Ledger Code associated to each product and used for accounting purposes. Ensure you add GL Codes if you export data to third party apps.
GET https://operate-api.essensys.tech/api/1.0/glcode/7
curl https://operate-api.essensys.tech/api/1.0/glcode/7 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "faad51a9-2a44-4392-a7e0-cbe33a3dcdf4",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 16:05:48",
"glcodes": [
{
"row_num": "1",
"clientretainer": "false",
"outputvalue_clientretainer": "false",
"controlaccount": "1",
"outputvalue_controlaccount": "1",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2005-06-06T16:20:22+00:00",
"outputvalue_creationdate": "2005-06-06T16:20:22+00:00",
"disabledelete": "1",
"outputvalue_disabledelete": "1",
"forfeitcode": "false",
"outputvalue_forfeitcode": "false",
"glcodename": "Deferred Income",
"outputvalue_glcodename": "Deferred Income",
"glcodeid": "7",
"outputvalue_glcodeid": "7",
"gocardless": "false",
"outputvalue_gocardless": "false",
"gocardlessfee": "false",
"outputvalue_gocardlessfee": "false",
"organization": "0",
"retainerliability": "false",
"outputvalue_retainerliability": "false",
"updatedate": "2005-06-06T16:20:22+00:00",
"outputvalue_updatedate": "2005-06-06T16:20:22+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"glcodes": [
{
"glcodename": "",
"organization": "Item from list"
}
]
}
PUT (Full) JSON Body
{
"glcodes": [
{
"clientretainer": "True",
"disabledelete": "True",
"forfeitcode": "True",
"glcode": "",
"glcodename": "",
"gocardless": "True",
"gocardlessfee": "True",
"organization": "Item from list",
"retainerliability": "True"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| clientretainer | boolean | ||
| controlaccount | int | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| disabledelete | boolean | ||
| forfeitcode | boolean | ||
| glcodename | string | ||
| glcodeid | int | Reference to the GL Code | |
| gocardless | boolean | ||
| gocardlessfee | boolean | ||
| organization | int | organizationid from Organization | |
| retainerliability | boolean | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Payments
Payments represent transactions made by other business entities (your Accounts towards your Organization).
Payments need a Payment Type (method) and can be made within a Payment Term if Accounts can pay within a certain timeframe after the Invoice date.
Payment
https://operate-api.essensys.tech/api/1.0/payment
Payments are received by your Organization as a result of Invoices or client Charges Payments are added via Accounts Receivable.
GET https://operate-api.essensys.tech/api/1.0/payment/1100
{
"response": {
"id": "5ed33547-3f6b-41e2-8ddd-c059764bb1e2",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "03/08/2017 09:49:56",
"payments": [
{
"row_num": "1",
"accountname": "2",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-03T09:49:46+00:00",
"outputvalue_creationdate": "2017-08-03T09:49:46+00:00",
"glcode": "1000",
"includeswithholdingtax": "false",
"outputvalue_includeswithholdingtax": "false",
"paymentdate": "2013-10-22T00:00:00+00:00",
"outputvalue_paymentdate": "2013-10-22T00:00:00+00:00",
"paymentid": "1100",
"outputvalue_paymentid": "1100",
"paymenttype": "1",
"outputvalue_paymenttype": "Cheque",
"reference": "Test",
"outputvalue_reference": "Test",
"updatedate": "2017-08-03T09:49:46+00:00",
"outputvalue_updatedate": "2017-08-03T09:49:46+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (minimum) JSON Body
{
"payments": [
{
"accountname": "Item from list",
"glcode": "Item from list",
"paymentdate": "22/10/2013",
"paymenttype": "Item from list",
"reference": ""
}
]
}
PUT (full) JSON Body
{
"payments": [
{
"accountname": "Item from list",
"allocateto": "",
"amountpaid": "£0.00",
"comments": "This is very long text which can go over multiple lines",
"paymentcurrencycode": "Item from list",
"paymentexchangerate": "12345",
"glcode": "Item from list",
"includeswithholdingtax": "True",
"paymentdate": "22/10/2013",
"paymenttype": "Item from list",
"reference": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| allocateto | string | 32767 | |
| amountpaid | currency | ||
| comments | string | ||
| glcode | int | glcodeid from GL Code | |
| includeswithholdingtax | boolean | ||
| paymentcurrencycode | int | currencyid from Currency | |
| paymentexchangerate | decimal | ||
| paymentdate | date | ||
| paymenttype | int | paymenttypeid from Accounts Receivable Payment Type | |
| reference | string | 255 |
Payment Term
https://operate-api.essensys.tech/api/1.0/paymentterm
Represents how much time an Account has between their billing date and Invoice due date.
GET https://operate-api.essensys.tech/api/1.0/PaymentTerm/1
{
"response": {
"id": "5fe60998-bfdb-4a5b-878f-e4882e631db5",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 15:07:38",
"paymentterms": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2002-07-24T16:29:21+00:00",
"outputvalue_creationdate": "2002-07-24T16:29:21+00:00",
"daysdue": "14",
"outputvalue_daysdue": "14",
"description": "to be paid within 14 days",
"outputvalue_description": "to be paid within 14 days",
"paymenttermname": "14 Days",
"outputvalue_paymenttermname": "14 Days",
"paymenttermid": "1",
"outputvalue_paymenttermid": "1",
"updatedate": "2002-07-24T16:29:21+00:00",
"outputvalue_updatedate": "2002-07-24T16:29:21+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| daysdue | int | ||
| description | string | 255 | |
| paymenttermname | string | 255 | |
| paymenttermid | int | reference to the Payment Term | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Payment Type
https://operate-api.essensys.tech/api/1.0/paymenttype
The payment methods used with Accounts Receivable.
GET https://operate-api.essensys.tech/api/1.0/paymenttype/3
{
"response": {
"id": "eb5212ac-d159-4096-b23e-ad0c25e7b184",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 16:18:27",
"paymenttypes": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"currency": "0",
"incbacstransfer": "false",
"outputvalue_incbacstransfer": "false",
"invoicetext": "will be collected from your credit card on the xxx of the month",
"outputvalue_invoicetext": "will be collected from your credit card on the xxx of the month",
"paymenttypename": "Credit card",
"outputvalue_paymenttypename": "Credit card",
"paymenttypeid": "3",
"outputvalue_paymenttypeid": "3",
"updatedate": "2005-06-06T16:19:56+00:00",
"outputvalue_updatedate": "2005-06-06T16:19:56+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| currency | int | currencyid from Currency | |
| incbacstransfer | boolean | ||
| invoicetext | string | 37676 | |
| paymenttypename | string | 255 | |
| paymenttypeid | int | Reference to the Payment Type | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Portal
Overview
The Portal allows members to join an Operator’s community, have their own Profile, book meeting rooms and Event, manage payment methods and pay for their Invoice. The Portal can be customized with a Portal Page.
Announcement
https://operate-api.essensys.tech/api/1.0/announcement/
Broadcast important messages and updates to your members. This is a Portal Specific feature.
GET https://operate-api.essensys.tech/api/1.0/Announcement/1
curl https://operate-api.essensys.tech/api/1.0/Announcement/1 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "f101d636-598f-4d51-bb17-26e2c726a5ab",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 14:01:29",
"announcements": [
{
"row_num": "1",
"announcementname": "Welcome to the new Portal",
"outputvalue_announcementname": "Welcome to the new Portal",
"description": "Welcome to the new Portal!",
"outputvalue_description": "Welcome to the new Portal!",
"announcementid": "1",
"outputvalue_announcementid": "1",
"createdby": "admin",
"outputvalue_createdby": "admin",
"location": "0",
"publishdate": "2016-09-07T12:13:00+00:00",
"outputvalue_publishdate": "2016-09-07T12:13:00+00:00",
"updatedate": "2016-09-07T12:14:25+00:00",
"outputvalue_updatedate": "2016-09-07T12:14:25+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| announcementname | string | ||
| description | string | ||
| announcementid | int | reference to the announcement | |
| createdby | string | fullname from User | |
| location | int | ||
| publishdate | date | ||
| updatedate | date | ||
| updatedby | string | fullname from User |
Attendee
https://operate-api.essensys.tech/api/1.0/eventattendee
This is a person who has registered for an Event. Attendees are created manually or automatically upon registration.
attendeeid is not referenced by any other items.
GET https://operate-api.essensys.tech/api/1.0/eventattendee/1
curl https://operate-api.essensys.tech/api/1.0/eventattendee/1 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "624d0702-efe1-4f77-80de-14ce877db5b9",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 16:54:24",
"eventattendees": [
{
"row_num": "1",
"firstname": "Mari-Elena",
"outputvalue_firstname": "Mari-Elena",
"feepaid": "0.0000",
"outputvalue_feepaid": "0.0000",
"attendeename": "Mari-Elena Smith",
"outputvalue_attendeename": "Mari-Elena Smith",
"attendeeid": "1",
"outputvalue_attendeeid": "1",
"company": null,
"outputvalue_company": null,
"createdby": "portal",
"outputvalue_createdby": "portal",
"creationdate": "2016-09-07T12:19:45+00:00",
"outputvalue_creationdate": "2016-09-07T12:19:45+00:00",
"registereddate": "2016-09-07T00:00:00+00:00",
"outputvalue_registereddate": "2016-09-07T00:00:00+00:00",
"email": "mari-elena.smith@essensys.tech",
"outputvalue_email": "mari-elena.smith@essensys.tech",
"event": "144",
"outputvalue_event": "JFF",
"lastname": "Smith",
"outputvalue_lastname": "Smith",
"phone": null,
"outputvalue_phone": null,
"updatedate": "2016-09-07T12:19:45+00:00",
"outputvalue_updatedate": "2016-09-07T12:19:45+00:00",
"updatedby": "portal",
"outputvalue_updatedby": "portal"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"eventattendees": [
{
"attendeeid": "Darren Smith",
"event": "Item from list"
}
]
}
PUT (Full) JSON Body
{
"eventattendees": [
{
"firstname": "Darren",
"feepaid": "£0.00",
"attendeeid": "Darren Smith",
"company": "",
"registereddate": "22/10/2013 12:23",
"email": "darren@domain.com",
"event": "Item from list",
"lastname": "Smith",
"phone": "+44 123 456 7890"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| attendeeid | int | Reference to the Attendee | |
| attendeename | string | 255 | |
| company | string | 255 | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| string | |||
| event | int | eventid from Event | |
| firstname | string | 255 | |
| feepaid | decimal | ||
| lastname | string | 255 | |
| phone | string | ||
| registereddate | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Event
https://operate-api.essensys.tech/api/1.0/event
Events take place at your location (or online). Operate allows adding events and lets members register for them using the Portal.
Attendee and Shout Out can reference an eventid.
GET https://operate-api.essensys.tech/api/1.0/event/144
{
"response": {
"id": "35da0fa0-31ca-41c3-84dc-f03163c1665a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 15:47:55",
"events": [
{
"row_num": "1",
"allowmultipleattendees": "true",
"outputvalue_allowmultipleattendees": "true",
"eventlink": "<a href='{portalurl}/events.aspx?EventName=JFF&EventId=144' target='new'>Book Event</a>",
"outputvalue_eventlink": "<a href='' target='new'>Book Event</a>",
"eventbookbutton": "",
"outputvalue_eventbookbutton": "",
"creationdate": "2016-09-07T12:18:08+00:00",
"outputvalue_creationdate": "2016-09-07T12:18:08+00:00",
"description": "JFF",
"outputvalue_description": "JFF",
"discontinued": "false",
"outputvalue_discontinued": "false",
"emailnotifyfrom": "[EVENTOWNEREMAIL]",
"outputvalue_emailnotifyfrom": "[EVENTOWNEREMAIL]",
"emailsendto": "[EMAIL]",
"outputvalue_emailsendto": "[EMAIL]",
"enablenonmemberpricing": "false",
"outputvalue_enablenonmemberpricing": "false",
"eventname": "JFF",
"outputvalue_eventname": "JFF",
"owneremail": "mari-elena.smith@essensys.tech",
"outputvalue_owneremail": "mari-elena.smith@essensys.tech",
"eventpictureurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_eventpictureurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"eventid": "144",
"outputvalue_eventid": "144",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"capacity": "60",
"outputvalue_capacity": "60",
"unitprice": "0.0000",
"outputvalue_unitprice": "0.0000",
"emailmessage": "Dear [FIRSTNAME]<br />\r\n<br />\r\nThanks for registering on [EVENTTITLE]",
"outputvalue_emailmessage": "Dear [FIRSTNAME]<br />\r\n<br />\r\nThanks for registering on [EVENTTITLE]",
"recordtype": "10309",
"outputvalue_recordtype": "Product",
"startdate": "2016-09-09T00:00:00+00:00",
"outputvalue_startdate": "2016-09-09T00:00:00+00:00",
"emailsubject": "Congrats uve registered",
"outputvalue_emailsubject": "Congrats uve registered",
"updatedate": "2016-09-07T12:18:08+00:00",
"outputvalue_updatedate": "2016-09-07T12:18:08+00:00"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"events": [
{
"eventname": "",
"eventid": "",
"location": "Item from list",
"mergefield": "Item from list"
}
]
}
PUT (Full) JSON Body
{
"events": [
{
"allowmultipleattendees": "True",
"description": "This is very long text which can go over multiple lines",
"discontinued": "True",
"emailnotifyfrom": "darren@domain.com",
"emailsendto": "Darren Smith",
"enablenonmemberpricing": "True",
"enddate": "22/10/2013 12:23",
"eventname": "Darren Smith",
"owneremail": "darren@domain.com",
"eventpicture": "",
"eventid": "Darren Smith",
"location": "Item from list",
"capacity": "1,2345",
"unitprice": "£0.00",
"mergefield": "Item from list",
"emailmessage": {
"strong": "html"
},
"nonmemberunitprice": "£0.00",
"startdate": "22/10/2013 12:23",
"emailsubject": "Darren Smith"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| allowmultipleattendees | boolean | ||
| eventlink | string | ||
| eventbookbutton | |||
| capacity | |||
| creationdate | date | ||
| description | string | ||
| discontinued | boolean | ||
| emailmessage | string | ||
| emailnotifyfrom | string | ||
| emailsendto | string | ||
| emailsubject | string | ||
| enablenonmemberpricing | boolean | ||
| eventname | string | ||
| owneremail | string | ||
| eventpictureurl | string | ||
| eventid | int | Reference to the Event | |
| location | int | locationid from Location | |
| unitprice | decimal | ||
| recordtype | int | recordtypeid from Record Type | |
| startdate | date | ||
| updatedate | date |
Portal Login
https://operate-api.essensys.tech/api/1.0/portallogons
Stores Portal User Login information.
PUT (Minimum) JSON Body
{
"portallogonss": [
{
"logonid": "",
"username": ""
}
]
}
PUT (Full) JSON Body
{
"portallogonss": [
{
"firstname": "Darren",
"lastname": "Smith",
"logindate": "22/10/2013 12:23",
"logonid": "",
"username": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| firstname | string | 255 | |
| lastname | string | 255 | |
| logindate | date | ||
| logonid | |||
| username | string | 255 |
Portal Page
https://operate-api.essensys.tech/api/1.0/portalpage
Custom HTML Pages that can be added to the Portal.
PUT (Minimum) JSON Body
{
"portalpages": [
{
"modulename": "Item from list",
"portalpagename": "",
"portalpageid": ""
}
]
}
PUT (Full) JSON Body
{
"portalpages": [
{
"availabletouse": "True",
"description": "This is text area",
"modulename": "Item from list",
"pagebody": {
"strong": "html"
},
"portalpagename": "",
"portalpageid": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| availabletouse | boolean | ||
| description | string | ||
| modulename | |||
| pagebody | |||
| portalpagename | string | 255 | |
| portalpageid | int | Reference to the Portal Page |
Shout Out
https://operate-api.essensys.tech/api/1.0/shoutout
Send notification messages to portal users.
GET https://operate-api.essensys.tech/api/1.0/shoutout/1
{
"response": {
"id": "60e0a29b-0877-4942-a437-cb9f198ffab1",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 16:01:40",
"shoutouts": [
{
"row_num": "1",
"contactid": "54",
"outputvalue_contactid": "Mari-Elena Smith",
"createdby": "Mari-Elena Smith",
"outputvalue_createdby": "Mari-Elena Smith",
"creationdate": "2016-09-07T12:19:45+00:00",
"outputvalue_creationdate": "2016-09-07T12:19:45+00:00",
"deleted": "false",
"outputvalue_deleted": "false",
"filterid": "0",
"outputvalue_filterid": "0",
"isshoutout": "true",
"outputvalue_isshoutout": "true",
"comments": "I have just registered for JFF at Triton Square on 09/09/2016<br/><br/><a href='/Portal/Events/events.aspx?EventName=JFF&EventId=144'>Join me at this event</a>",
"outputvalue_comments": "I have just registered for JFF at Triton Square on 09/09/2016<br/><br/><a href='/Portal/Events/events.aspx?EventName=JFF&EventId=144'>Join me at this event</a>",
"shoutoutid": "1",
"outputvalue_shoutoutid": "1",
"updatedate": "2016-09-07T12:19:45+00:00",
"outputvalue_updatedate": "2016-09-07T12:19:45+00:00",
"updatedby": "Mari-Elena Smith",
"outputvalue_updatedby": "Mari-Elena Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"shoutouts": [
{
"contactid": "22"
}
]
}
PUT (full) JSON Body
{
"shoutouts": [
{
"contactid": "22",
"deleted": "True",
"comments": "This is rich text"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| contactid | int | contactid from Contact | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| deleted | boolean | ||
| filterid | |||
| isshoutout | boolean | ||
| updatedby | string | 255 | fullname from User |
| updatedate | date |
Shout Out Reply
https://operate-api.essensys.tech/api/1.0/shoutoutreply
A message sent by a Portal user as a reply to a Shoutout.
GET https://operate-api.essensys.tech/api/1.0/shoutoutreply/1
{
"response": {
"id": "5d25be03-9eb3-4aeb-a607-fb7fe97fd51f",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 16:07:35",
"shoutoutreplys": [
{
"row_num": "1",
"contactid": "54",
"outputvalue_contactid": "Mari-Elena Smith",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-20T16:07:27+00:00",
"outputvalue_creationdate": "2017-07-20T16:07:27+00:00",
"deleted": "false",
"outputvalue_deleted": "false",
"filterid": "0",
"outputvalue_filterid": "0",
"isshoutout": "true",
"outputvalue_isshoutout": "true",
"shoutoutreplyid": "1",
"outputvalue_shoutoutreplyid": "1",
"updatedate": "2017-07-20T16:07:27+00:00",
"outputvalue_updatedate": "2017-07-20T16:07:27+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"shoutoutreplys": [
{
"contactid": "Item from list"
}
]
}
PUT (full) JSON Body
{
"shoutoutreplys": [
{
"contactid": "Item from list",
"deleted": "True",
"shoutoutid": "Item from list",
"comments": "This is rich text"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| contactid | int | contactid from Contact | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| deleted | boolean | ||
| filterid | |||
| isshoutout | boolean | ||
| shoutoutreplyid | int | Reference to the Shout Out Reply | |
| updatedby | string | 255 | fullname from User |
| updatedate | date |
Products
A Product represents anything you sell. Services are included here as well.
Examples of commonly used products are: desks, meeting rooms, offices.
A Product has a Product Group, a Location and a number of boolean fields such as office to determine the product type.
Product
A Product has a Product Group
Product Groups allow you to organize your products as per your needs; regardless of the product type.
A meeting room is a product, to find products that are meeting rooms we can filter on meetingRoom
https://operate-api.essensys.tech/api/1.0/product?where=[meetingRoom]=1
Batch Charge Sheet, Booking Charge, Calendar, Charge Sheet, Credit Note Line, Delegate Rate Product,Draft Credit Note Line, Draft Invoice Line, Invoice Line, Journals, License Item, Licence Item Schedule, Licence Proforma Invoice Line, Metered Batch Sheet, Metered Batch Sheet, Movement History, Package, Product Special Offer, Standard Discount and Volume Discount can reference the productid.
GET https://operate-api.essensys.tech/api/1.0/Product/73
{
"response": {
"id": "e40d6b30-761e-46be-ab43-8a41d01df918",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 14:32:41",
"products": [
{
"row_num": "1",
"actualworkstations": "0",
"outputvalue_actualworkstations": "0",
"allowzeroinvoice": "false",
"outputvalue_allowzeroinvoice": "false",
"availableat": "Aldgate Tower",
"outputvalue_availableat": "Aldgate Tower",
"allowzeropriceoninvoices": "true",
"outputvalue_allowzeropriceoninvoices": "true",
"canbookonwebsite": "false",
"outputvalue_canbookonwebsite": "false",
"catering": "false",
"outputvalue_catering": "false",
"clearancetime": "0",
"outputvalue_clearancetime": "0",
"costtype": "2",
"outputvalue_costtype": "2",
"creationdate": "2016-07-01T09:59:02+00:00",
"outputvalue_creationdate": "2016-07-01T09:59:02+00:00",
"currencyoccupier": "Vacant",
"outputvalue_currencyoccupier": "Vacant",
"desk": "false",
"outputvalue_desk": "false",
"discontinued": "false",
"outputvalue_discontinued": "false",
"hidefrominvoices": "0",
"outputvalue_hidefrominvoices": "0",
"extractcostfromcalllogger": "false",
"outputvalue_extractcostfromcalllogger": "false",
"facility": "false",
"outputvalue_facility": "false",
"frequency": "2",
"outputvalue_frequency": "Monthly",
"schedule_id": "2",
"outputvalue_schedule_id": "Monthly",
"revaccno": "1000",
"outputvalue_revaccno": "1000",
"hidefrompos": "true",
"outputvalue_hidefrompos": "true",
"dedubeimportedproducts": "false",
"outputvalue_dedubeimportedproducts": "false",
"includereservationdiscounts": "false",
"outputvalue_includereservationdiscounts": "false",
"includedincommissions": "false",
"outputvalue_includedincommissions": "false",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"locationname": "Aldgate Tower",
"outputvalue_locationname": "Aldgate Tower",
"published": "false",
"outputvalue_published": "false",
"outputvalue_mandatorycharge": "false",
"mandatorychargetype": "0",
"outputvalue_mandatorychargetype": "0",
"markuptype": "0",
"outputvalue_markuptype": "0",
"meetingroom": "false",
"outputvalue_meetingroom": "false",
"meetingroomimageurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_meetingroomimageurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"meetingroomtype": "0",
"meteredcharge": "false",
"outputvalue_meteredcharge": "false",
"minimumprice": "0.0000",
"outputvalue_minimumprice": "0.0000",
"productname": "Room 1",
"outputvalue_productname": "Room 1",
"noofpeople": "0",
"outputvalue_noofpeople": "0",
"timebasedplanhours": "0",
"outputvalue_timebasedplanhours": "0",
"office": "true",
"outputvalue_office": "true",
"officeandoccupier": "Room 1 - Vacant",
"outputvalue_officeandoccupier": "Room 1 - Vacant",
"officeimageurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_officeimageurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"officestatus": "4",
"outputvalue_officestatus": "Occupied",
"officetype": "Large Room",
"mandatorychargepercentofall": "0",
"outputvalue_mandatorychargepercentofall": "0%",
"mandatorypercentofrent": "0",
"outputvalue_mandatorypercentofrent": "0%",
"pictureurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"output_pictureurl": "/SPACECONTROL/v2/Controls/img/no_image.jpg",
"unitprice": "1000",
"outputvalue_unitprice": "1000",
"pricingdayhighestqualifier": "480",
"outputvalue_pricingdayhighestqualifier": "480",
"pricingdaylowestqualifier": "480",
"outputvalue_pricingdaylowestqualifier": "480",
"pricingdaymins": "480",
"outputvalue_pricingdaymins": "480",
"pricinghalfdayhighestqualifier": "240",
"outputvalue_pricinghalfdayhighestqualifier": "240",
"pricinghalfdaylowestqualifier": "240",
"outputvalue_pricinghalfdaylowestqualifier": "240",
"pricinghalfdaymins": "240",
"outputvalue_pricinghalfdaymins": "240",
"pricinghourlyhighestqualifier": "60",
"outputvalue_pricinghourlyhighestqualifier": "60",
"pricinghourlylowestqualifier": "60",
"outputvalue_pricinghourlylowestqualifier": "60",
"pricinghourlymins": "60",
"outputvalue_pricinghourlymins": "60",
"canbebundled": "false",
"outputvalue_canbebundled": "false",
"productcannotbediscounted": "false",
"outputvalue_productcannotbediscounted": "false",
"productcost": "0.0000",
"outputvalue_productcost": "0.0000",
"productgroup_id": "24",
"outputvalue_productgroup_id": "Office Rent",
"productgroupname": "Office Rent",
"outputvalue_productgroupname": "Office Rent",
"productuuid": "95cd76a6-cdc8-4b8d-b161-114edd0680d5",
"outputvalue_productuuid": "95cd76a6-cdc8-4b8d-b161-114edd0680d5",
"productid": "73",
"outputvalue_productid": "73",
"qualityofspace": null,
"outputvalue_qualityofspace": null,
"recordtype": "10315",
"outputvalue_recordtype": "Office",
"service": "0",
"outputvalue_service": "0",
"referencetext": "<FROM> - <TO>",
"outputvalue_referencetext": "<FROM> - <TO>",
"retainer": "false",
"outputvalue_retainer": "false",
"retainerproduct": "103",
"outputvalue_retainerproduct": "Deposit",
"retainertax": "3",
"outputvalue_retainertax": "Non-taxable",
"servicechargeitem": "false",
"outputvalue_servicechargeitem": "false",
"showreservations": "false",
"outputvalue_showreservations": "false",
"smsitem": "false",
"outputvalue_smsitem": "false",
"startdate": "2010-01-01T00:00:00+00:00",
"outputvalue_startdate": "2010-01-01T00:00:00+00:00",
"tax": "5",
"outputvalue_tax": "20% Tax rate",
"taxrate": "0.2",
"outputvalue_taxrate": "0.2%",
"timebasedplan": "false",
"outputvalue_timebasedplan": "false",
"updatedate": "2016-07-01T09:59:02+00:00",
"outputvalue_updatedate": "2016-07-01T09:59:02+00:00",
"caneditmandatorycharge": "false",
"outputvalue_caneditmandatorycharge": "false",
"virtualservice": "false",
"outputvalue_virtualservice": "false",
"withholdingtax": "false",
"outputvalue_withholdingtax": "false",
"workstations": "10",
"outputvalue_workstations": "10"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"products": [
{
"schedule_id": "1",
"productname": "Product Name",
"productgroup_id": "22"
}
]
}
PUT (Full) JSON Body
{
"products": [
{
"allowzeroinvoice": "True",
"availableat": "Select Item 1, Selected Item 2",
"allowzeropriceoninvoices": "True",
"canbookonwebsite": "True",
"clearancetime": "12345",
"complimentaryitems": "Select Item 1, Selected Item 2",
"costcentre": "",
"costtype": "Selected item",
"departmentno": "",
"description": "This is very long text which can go over multiple lines",
"desk": "True",
"discontinued": "True",
"hidefrominvoices": "True",
"enddate": "22/10/2013",
"extractcostfromcalllogger": "True",
"floor": "",
"frequency": "Item from list",
"schedule_id": "Item from list",
"revaccno": "",
"discrevaccno": "",
"defaccno": "",
"govecode": "",
"hidefrompos": "True",
"dedubeimportedproducts": "True",
"includereservationdiscounts": "True",
"includedincommissions": "True",
"itemid": "",
"location": "Item from list",
"published": "True",
"markup": "12345",
"markuptype": "Selected item",
"meetingroom": "True",
"meetingroomimage": "",
"meetingroomtype": "Item from list",
"meteredcharge": "True",
"minimumprice": "£0.00",
"productname": "",
"noofpeople": "12345",
"notes": "This is very long text which can go over multiple lines",
"timebasedplanhours": "1,2345",
"office": "True",
"officeimage": "",
"officesize": "1,2345",
"officestatus": "Item from list",
"officetype": "Item from list",
"onlinealias": "",
"picture": "",
"ports": "1,2345",
"unitprice": "£0.00",
"pricingdayext": "£0.00",
"pricingdayhighestqualifier": "12345",
"pricingdayint": "£0.00",
"pricingdaylowestqualifier": "12345",
"pricingdaymins": "12345",
"pricinghalfdayext": "£0.00",
"pricinghalfdayhighestqualifier": "12345",
"pricinghalfdayint": "£0.00",
"pricinghalfdaylowestqualifier": "12345",
"pricinghalfdaymins": "12345",
"pricinghourlyext": "£0.00",
"pricinghourlyhighestqualifier": "12345",
"pricinghourlyint": "£0.00",
"pricinghourlylowestqualifier": "12345",
"pricinghourlymins": "12345",
"canbebundled": "True",
"productcannotbediscounted": "True",
"productcost": "£0.00",
"productgroup_id": "Item from list",
"qualityofspace": "",
"service": "True",
"referencetext": "",
"relatedspace": "Select Item 1, Selected Item 2",
"retainer": "True",
"retainerproduct": "Item from list",
"servicechargeitem": "True",
"smsitem": "True",
"startdate": "22/10/2013",
"styles": "Select Item 1, Selected Item 2",
"tax": "Item from list",
"timebasedplan": "True",
"caneditmandatorycharge": "True",
"virtualservice": "True",
"withholdingtax": "True",
"workstations": "1,2345"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| actualworkstations | int | ||
| allowzeroinvoice | boolean | ||
| availableat | string | ||
| allowzeropriceoninvoices | boolean | ||
| canbebundled | boolean | ||
| canbookonwebsite | boolean | ||
| catering | boolean | ||
| clearancetime | Used for Meeting Rooms - Time needed to clear and prepare the room for the next booking. | ||
| costtype | int | 1 = % , 2 = Currency Amount | |
| creationdate | date | ||
| currencyoccupier | string | ||
| dedubeimportedproducts | boolean | ||
| desk | boolean | ||
| discontinued | boolean | ||
| extractcostfromcalllogger | boolean | ||
| facility | boolean | ||
| frequency | int | scheduletypeid from ScheduleType | |
| hidefrompos | boolean | ||
| hidefrominvoices | boolean | ||
| includereservationdiscounts | boolean | ||
| includedincommissions | boolean | ||
| location | int | locationid from Location | |
| locationname | string | locationname from Location | |
| markuptype | int | 1 = % , 2 = Currency Amount | |
| meetingroom | boolean | ||
| meetingroomimageurl | string | ||
| meetingroomtype | int | meetingroomtypeid from Meeting Room Type | |
| meteredcharge | boolean | ||
| minimumprice | decimal | ||
| noofpeople | int | ||
| office | boolean | ||
| officeandoccupier | string | ||
| officeimageurl | string | ||
| officestatus | int | suitestatusid from Office Status | |
| officetype | string | ||
| mandatorychargepercentofall | |||
| mandatorypercentofrent | |||
| pictureurl | string | ||
| pricingdayext | currency | ||
| pricingdayhighestqualifier | decimal | Defines the upper limit for a full day charge on a meeting room. | |
| pricingdayint | currency | ||
| pricingdaylowestqualifier | decimal | Defines the lower limit for a full day charge on a meeting room. | |
| pricingdaymins | decimal | ||
| pricinghalfdayext | currency | ||
| pricinghalfdayhighestqualifier | decimal | Defines the upper limit for a half day charge on a meeting room. | |
| pricinghalfdayint | currency | ||
| pricinghalfdaylowestqualifier | decimal | Defines the lower limit for a half day charge on a meeting room. | |
| pricinghalfdaymins | decimal | Defines how many minutes you want to include in a half day’s charge. | |
| pricinghourlyext | currency | ||
| pricinghourlyhighestqualifier | decimal | Defines the upper limit for a one hour charge on a meeting room. | |
| pricinghourlyint | currency | ||
| pricinghourlylowestqualifier | decimal | Defines the lower limit for a one hour charge on a meeting room. | |
| pricinghourlymins | decimal | Defines how many minutes you want to include in a one hour charge. | |
| productcannotbediscounted | boolean | ||
| productcost | decimal | Note: will appear as currency in GET response | |
| productgroup_id | int | productgroupid from Product Group | |
| productgroupname | string | productgroupname from Product Group | |
| productname | string | ||
| productuuid | string | ||
| productid | int | Reference to the Product | |
| published | boolean | ||
| qualityofspace | string | 255 | |
| recordtype | int | recordtypeid from Record Type | |
| referencetext | string | 255 | |
| retainer | boolean | ||
| retainerproduct | int | deposititemid from Deposit Item | |
| retainertax | int | ||
| revaccno | string | ||
| schedule_id | int | scheduletypeid from Schedule Type | |
| service | boolean | ||
| servicechargeitem | boolean | ||
| showreservations | boolean | ||
| smsitem | boolean | ||
| startdate | date | ||
| tax | int | taxid from Tax | |
| taxrate | decimal | taxrate from Tax | |
| timebasedplan | boolean | ||
| timebasedplanhours | decimal | ||
| unitprice | currency | ||
| updatedate | date | ||
| virtualservice | boolean | ||
| withholdingtax | boolean | ||
| workstations | int |
Delegate Rate Product
https://operate-api.essensys.tech/api/1.0/delegaterateproduct
This is a Product that can be added to meeting room bookings on the Calendar and charged per Delegate.
GET https://operate-api.essensys.tech/api/1.0/delegaterateproduct/3
curl https://operate-api.essensys.tech/api/1.0/delegaterateproduct/3 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "68111d52-eec0-4c7d-aad0-07e85ec7360a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 08:23:04",
"delegaterateproducts": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T08:22:17+00:00",
"outputvalue_creationdate": "2017-08-08T08:22:17+00:00",
"daydelegaterate": "12",
"product": "73",
"outputvalue_product": "Room 1",
"delegaterateproductid": "3",
"outputvalue_delegaterateproductid": "3",
"price": "20.5",
"outputvalue_price": "20.5",
"productgroupname": "Office Rent",
"outputvalue_productgroupname": "Office Rent",
"productname": "Room 1",
"outputvalue_productname": "Room 1",
"referencetext": "<FROM> - <TO>",
"outputvalue_referencetext": "<FROM> - <TO>",
"tax": "5",
"outputvalue_tax": "20% Tax rate",
"updatedate": "2017-08-08T08:22:17+00:00",
"outputvalue_updatedate": "2017-08-08T08:22:17+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"delegaterateproducts": [
{
"daydelegaterate": "12",
"product": "73",
"price": "20.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| daydelegaterate | int | daydelegaterateid from Day Delegate Rate | |
| delegaterateproductid | int | Reference to the Delegate Rate Product | |
| price | decimal | ||
| product | int | productid from Product | |
| productname | string | productname from Product | |
| productgroupname | string | productgroupname from Product | |
| referencetext | string | ||
| tax | int | taxid from Tax | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Delegate Rate Room
https://operate-api.essensys.tech/api/1.0/delegaterateroom
Represents a Meeting Room booked on the Calendar and charged per delegate instead of per hour.
GET https://operate-api.essensys.tech/api/1.0/delegaterateroom/1
curl https://operate-api.essensys.tech/api/1.0/delegaterateroom/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "04150179-9792-4ddd-8346-ce6f9d2864d6",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/08/2017 11:41:16",
"delegateraterooms": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-15T11:40:43+00:00",
"outputvalue_creationdate": "2017-08-15T11:40:43+00:00",
"daydelegaterate": "1",
"product": "73",
"outputvalue_product": "Room 1",
"delegaterateroomid": "1",
"outputvalue_delegaterateroomid": "1",
"locationname": "Aldgate Tower",
"outputvalue_locationname": "Aldgate Tower",
"productgroupname": "Office Rent",
"outputvalue_productgroupname": "Office Rent",
"productname": "Room 1",
"outputvalue_productname": "Room 1",
"updatedate": "2017-08-15T11:40:43+00:00",
"outputvalue_updatedate": "2017-08-15T11:40:43+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Full) JSON Body
{
"delegateraterooms": [
{
"daydelegaterate": "1",
"product": "73"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| daydelegaterate | int | daydelegaterateid from Day Delegate Rate | |
| delegaterateroomid | int | Reference to the Delegate Rate Room | |
| locationname | string | locationname from Location | |
| productgroupname | string | productgroupname from Product Group | |
| productname | string | productname from Product | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Deposit Item
https://operate-api.essensys.tech/api/1.0/deposititem
This product is held as deposit as part of a Licence.
Product can have a reference to a deposititemid.
GET https://operate-api.essensys.tech/api/1.0/deposititem/103
curl https://operate-api.essensys.tech/api/1.0/deposititem/103 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "f2410cca-890f-4e01-8366-ce470231d426",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 14:38:22",
"deposititems": [
{
"row_num": "1",
"creationdate": "2016-07-01T16:13:51+00:00",
"outputvalue_creationdate": "2016-07-01T16:13:51+00:00",
"deposititemname": "Deposit",
"outputvalue_deposititemname": "Deposit",
"deposititemid": "103",
"outputvalue_deposititemid": "103",
"recordtype": "10309",
"updatedate": "2016-07-01T16:13:51+00:00",
"outputvalue_updatedate": "2016-07-01T16:13:51+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| deposititemname | string | ||
| deposititemid | int | Reference to the Deposit Item | |
| recordtype | int | recordtypeid from Record Type | |
| updatedate | date |
Extension
https://operate-api.essensys.tech/api/1.0/extension
PUT (Minimum and Full) JSON Body
{
"extensions": [
{
"account": "Item from list",
"allowableminutes": "120",
"contact": "Item from list",
"extensionno": "",
"extensionid": "",
"stationidentifier": "",
"plan": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| account | int | accountid from Account | |
| allowableminutes | |||
| contact | int | contactid from Contact | |
| extensionno | string | 255 | |
| stationidentifier | |||
| plan | string | 255 |
Meeting Package
https://operate-api.essensys.tech/api/1.0/meetingpackage
Allocates free meeting room hours to an Account. Uses a Meeting Package Allowance, Meeting Package Region and Meeting Package Room Type to be defined first.
Account, Licence and Meeting Package Allowance can reference a meetingpackageid.
GET https://operate-api.essensys.tech/api/1.0/meetingpackage/1
{
"response": {
"id": "32f0f020-3f8c-4cab-aff6-260f0e21829a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 12:15:04",
"meetingpackages": [
{
"row_num": "1",
"allowancehours": "24",
"outputvalue_allowancehours": "24",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-20T12:14:57+00:00",
"outputvalue_creationdate": "2017-07-20T12:14:57+00:00",
"meetingpackagename": "My Package 24",
"outputvalue_meetingpackagename": "My Package 24",
"meetingpackageid": "1",
"outputvalue_meetingpackageid": "1",
"updatedate": "2017-07-20T12:14:57+00:00",
"outputvalue_updatedate": "2017-07-20T12:14:57+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"meetingpackages": [
{
"meetingpackagename": "My Package"
}
]
}
PUT (Full) JSON Body
{
"meetingpackages": [
{
"allowancehours": "10",
"meetingpackagename": "My Package"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| allowancehours | int | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| meetingpackageid | int | Reference to the Meeting Package | |
| meetingpackagename | string | 255 | |
| updatedby | string | 255 | fullname from User |
| updatedate | date |
Meeting Package Allowance
https://operate-api.essensys.tech/api/1.0/meetingpackageallowance
The amount of free hours allocated to an Account via a Meeting Package.
GET https://operate-api.essensys.tech/api/1.0/meetingpackageallowance/1
{
"response": {
"id": "499bfb6d-87b5-4908-9502-5ad62c8e97a0",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 09:38:51",
"meetingpackageallowances": [
{
"row_num": "1",
"allowancehours": "8",
"outputvalue_allowancehours": "8",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T09:38:13+00:00",
"outputvalue_creationdate": "2017-08-08T09:38:13+00:00",
"description": "Eight Hours",
"outputvalue_description": "Eight Hours",
"meetingpackage": "1",
"outputvalue_meetingpackage": "My Package 24",
"meetingpackageallowanceid": "1",
"outputvalue_meetingpackageallowanceid": "1",
"region": "1",
"outputvalue_region": "Region 51",
"updatedate": "2017-08-08T09:38:13+00:00",
"outputvalue_updatedate": "2017-08-08T09:38:13+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Full) JSON Body
{
"meetingpackageallowances": [
{
"allowancehours": "8",
"description": "Eight Hours",
"meetingpackage": "1",
"region": "1"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| allowancehours | |||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| description | string | ||
| meetingpackage | int | meetingpackageid from Meeting Package | |
| meetingpackageallowanceid | int | Reference to the Meeting Package Allowance | |
| region | int | regionid from Region | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Meeting Package Region
https://operate-api.essensys.tech/api/1.0/meetingpackageregion
The Region within which a Meeting Package is valid.
Meeting Package Region is an alias for Region. GET only.
GET https://operate-api.essensys.tech/api/1.0/meetingpackageregion/1
{
"response": {
"id": "ef91226a-651f-4dec-a84b-a6b499a3bc40",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 09:23:23",
"meetingpackageregions": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-25T09:39:08+00:00",
"outputvalue_creationdate": "2017-07-25T09:39:08+00:00",
"regionname": "Region 51",
"outputvalue_regionname": "Region 51",
"regionid": "1",
"outputvalue_regionid": "1",
"updatedate": "2017-07-25T09:39:08+00:00",
"outputvalue_updatedate": "2017-07-25T09:39:08+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| regionname | string | 255 | |
| regionid | int | Reference to the Meeting Package Region | |
| updatedby | string | 255 | fullname from User |
Meeting Package Room Type
https://operate-api.essensys.tech/api/1.0/meetingpackageroomtype
The Meeting Room Type available in a Meeting Package.
GET https://operate-api.essensys.tech/api/1.0/meetingpackageroomtype/2
{
"response": {
"id": "44370641-58e1-4369-9cd4-a5ccefbc7e4d",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 09:30:49",
"meetingpackageroomtypes": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T09:29:07+00:00",
"outputvalue_creationdate": "2017-08-08T09:29:07+00:00",
"included": "true",
"outputvalue_included": "true",
"meetingpackageallowance": "1",
"outputvalue_meetingpackageallowance": "1",
"meetingpackageroomtypeid": "2",
"outputvalue_meetingpackageroomtypeid": "2",
"meetingroomtype": "1",
"outputvalue_meetingroomtype": "",
"updatedate": "2017-08-08T09:29:07+00:00",
"outputvalue_updatedate": "2017-08-08T09:29:07+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"meetingpackageroomtypes": [
{
"included": "True",
"meetingpackageallowance": "0",
"meetingroomtype": "3"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| included | boolean | ||
| meetingpackageallowance | int | meetingpackageallowanceid from Meeting Package Allowance | |
| meetingpackageroomtypeid | int | Reference to the Meeting Package Room Type | |
| meetingroomtype | int | meetingroomtypeid from Meeting Room Type | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Meeting Room Type
https://operate-api.essensys.tech/api/1.0/meetingroomtype
Defines the type of rooms available; for example: Boardroom, Conference Room.
GET https://operate-api.essensys.tech/api/1.0/meetingroomtype/644
{
"response": {
"id": "986d5ed3-6cdb-4c36-b8cf-bc3aaa94220d",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 09:47:30",
"meetingroomtypes": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-25T09:47:25+00:00",
"outputvalue_creationdate": "2017-07-25T09:47:25+00:00",
"meetingroomtypeid": "644",
"outputvalue_meetingroomtypeid": "644",
"meetingroomtypename": "Type 51",
"outputvalue_meetingroomtypename": "Type 51",
"updatedate": "2017-07-25T09:47:25+00:00",
"outputvalue_updatedate": "2017-07-25T09:47:25+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"meetingroomtypes": [
{
"meetingroomtypeid": "",
"meetingroomtypename": "Type 51"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| meetingroomtypeid | int | Reference to the Meeting Room Type | |
| meetingroomtypename | string | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Office Status
https://operate-api.essensys.tech/api/1.0/officestatus
Defines whether an Office is vacant or occupied.
GET https://operate-api.essensys.tech/api/1.0/officestatus/3
{
"response": {
"id": "d86ad87b-e54f-456f-8de7-bdb5c15c1da2",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 09:52:57",
"officestatuss": [
{
"row_num": "1",
"creationdate": "2006-08-31T10:35:18+00:00",
"outputvalue_creationdate": "2006-08-31T10:35:18+00:00",
"suitestatusid": "3",
"outputvalue_suitestatusid": "3",
"suitestatusname": "Vacant",
"outputvalue_suitestatusname": "Vacant",
"updatedate": "2006-08-31T10:35:18+00:00",
"outputvalue_updatedate": "2006-08-31T10:35:18+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| suitestatusid | int | Reference to the Office Status | |
| suitestatusname | string | ||
| updatedate | date |
Office Type
https://operate-api.essensys.tech/api/1.0/officetype
Defines the type of Office (e.g. Corner office)
GET https://operate-api.essensys.tech/api/1.0/officetype/607
{
"response": {
"id": "4375a1e1-9fbf-45d2-b8a0-f1dd40e14224",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 09:54:58",
"officetypes": [
{
"row_num": "1",
"creationdate": "2011-01-15T17:35:34+00:00",
"outputvalue_creationdate": "2011-01-15T17:35:34+00:00",
"suitetypeid": "607",
"outputvalue_suitetypeid": "607",
"suitetypename": "Workshop",
"outputvalue_suitetypename": "Workshop",
"updatedate": "2011-01-15T17:35:34+00:00",
"outputvalue_updatedate": "2011-01-15T17:35:34+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| suitetypeid | int | Reference to the Office Type | |
| suitetypename | string | ||
| updatedate | date |
Package
https://operate-api.essensys.tech/api/1.0/package
GET https://operate-api.essensys.tech/api/1.0/package/1
{
"response": {
"id": "27690521-4c16-4c3c-aef8-1ebd439ca790",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 11:59:12",
"packages": [
{
"row_num": "1",
"autorenew": "false",
"outputvalue_autorenew": "false",
"autorenewlength": "0",
"outputvalue_autorenewlength": "0",
"availableonline": "false",
"outputvalue_availableonline": "false",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-25T11:59:05+00:00",
"outputvalue_creationdate": "2017-07-25T11:59:05+00:00",
"depositprice": "0.0000",
"outputvalue_depositprice": "0.0000",
"escalatelicence": "false",
"outputvalue_escalatelicence": "false",
"escalaterent": "0",
"outputvalue_escalaterent": "0%",
"escalateservices": "0",
"outputvalue_escalateservices": "0%",
"escalatevirtual": "0",
"outputvalue_escalatevirtual": "0%",
"escalationlength": "0",
"outputvalue_escalationlength": "0",
"featuredproduct": "false",
"outputvalue_featuredproduct": "false",
"packagehalfyearprice": "0.0000",
"outputvalue_packagehalfyearprice": "0.0000",
"hasdeposit": "false",
"outputvalue_hasdeposit": "false",
"hasincludedproducts": "false",
"outputvalue_hasincludedproducts": "false",
"hasmeetingpackage": "false",
"outputvalue_hasmeetingpackage": "false",
"hasnoticeperiod": "false",
"outputvalue_hasnoticeperiod": "false",
"hasoptionalextras": "false",
"outputvalue_hasoptionalextras": "false",
"hassetupfee": "false",
"outputvalue_hassetupfee": "false",
"increasepercent": "0",
"outputvalue_increasepercent": "0%",
"increasepricing": "false",
"outputvalue_increasepricing": "false",
"packageinternalhalfyearprice": "0.0000",
"outputvalue_packageinternalhalfyearprice": "0.0000",
"packageinternalmonthlyprice": "0.0000",
"outputvalue_packageinternalmonthlyprice": "0.0000",
"packageinternalquarterlyprice": "0.0000",
"outputvalue_packageinternalquarterlyprice": "0.0000",
"packageinternalyearlyprice": "0.0000",
"outputvalue_packageinternalyearlyprice": "0.0000",
"packageprice": "0.0000",
"outputvalue_packageprice": "0.0000",
"noticeperiod": "0",
"outputvalue_noticeperiod": "0",
"packagename": "My Package 22",
"outputvalue_packagename": "My Package 22",
"packageid": "1",
"outputvalue_packageid": "1",
"packagequarterlyprice": "0.0000",
"outputvalue_packagequarterlyprice": "0.0000",
"setupfeeprice": "0.0000",
"outputvalue_setupfeeprice": "0.0000",
"updatedate": "2017-07-25T11:59:05+00:00",
"outputvalue_updatedate": "2017-07-25T11:59:05+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith",
"packageyearlyprice": "0.0000",
"outputvalue_packageyearlyprice": "0.0000"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"packages": [
{
"packagename": ""
}
]
}
PUT (Full) JSON Body
{
"packages": [
{
"autorenew": "True",
"autorenewlength": "1,2345",
"availableonline": "True",
"classdata": "",
"clienttype": "",
"depositname": "",
"depositprice": "£0.00",
"depositproductid": "1,2345",
"emailbcc": "Darren Smith",
"emailbody": "",
"emailcc": "Darren Smith",
"emailfrom": "",
"emailsubject": "",
"emailto": "Darren Smith",
"escalatelicence": "True",
"escalaterent": "100%",
"escalateservices": "100%",
"escalatevirtual": "100%",
"escalationlength": "1,2345",
"featuredproduct": "True",
"features": "This is very long text which can go over multiple lines",
"packagehalfyearprice": "£0.00",
"hasdeposit": "True",
"hasincludedproducts": "True",
"hasmeetingpackage": "True",
"hasnoticeperiod": "True",
"hasoptionalextras": "True",
"hassetupfee": "True",
"increasepercent": "100%",
"increasepricing": "True",
"packageinternalhalfyearprice": "£0.00",
"packageinternalmonthlyprice": "£0.00",
"packageinternalquarterlyprice": "£0.00",
"packageinternalyearlyprice": "£0.00",
"locationids": "This is very long text which can go over multiple lines",
"meetingpackageid": "1,2345",
"moneylaundering": {
"strong": "html"
},
"packageprice": "£0.00",
"noticeperiod": "1,2345",
"onlineplansid": "Item from list",
"packagename": "",
"packageproductid": "12345",
"packagequarterlyprice": "£0.00",
"setupfeename": "",
"setupfeeprice": "£0.00",
"setupproductid": "12345",
"termsandconditions": {
"strong": "html"
},
"packageyearlyprice": "£0.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| autorenew | boolean | ||
| autorenewlength | decimal | ||
| availableonline | boolean | ||
| classdata | string | 500000 | |
| clienttype | string | 255 | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| depositprice | decimal | ||
| depositproductid | int | ||
| emailbcc | string | 32767 | |
| emailbody | string | ||
| emailcc | string | 32767 | |
| emailfrom | string | 32767 | |
| emailsubject | string | 32767 | |
| emailto | string | 32767 | |
| escalatelicence | boolean | ||
| escalaterent | percent | Increase pricing for rent | |
| escalateservices | percent | Increase pricing for services. | |
| escalatevirtual | percent | Increase pricing for virtual services. | |
| escalationlength | decimal | ||
| featuredproduct | booleam | ||
| hasdeposit | booleam | ||
| hasincludedproducts | booleamn | ||
| hasmeetingpackage | boolean | ||
| hasnoticeperiod | boolean | ||
| hasoptionalextras | boolean | ||
| hassetupfee | boolean | ||
| increasepercent | percent | ||
| increasepricing | boolean | ||
| packagehalfyearprice | decimal | ||
| packageinternalhalfyearprice | decimal | ||
| packageinternalmonthlyprice | decimal | ||
| packageinternalquarterlyprice | decimal | ||
| packageinternalyearlyprice | decimal | ||
| packageprice | decimal | ||
| noticeperiod | int | ||
| packagename | string | 255 | |
| packageid | int | Reference to the Package | |
| packagequarterlyprice | decimal | ||
| packageyearlyprice | decimal | ||
| setupfeeprice | decimal | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Product Group
https://operate-api.essensys.tech/api/1.0/productgroup
A Product has a Product Group.
Examples are: Catering, Meeting Rooms, Offices.
Batch Charge Sheet, Booking Charge, Booking Conflict, Calendar, Cancellation Policy, Charge Sheet, Credit Note Line, Draft Credit Note Line, Draft Invoice Line, Invoice Line, Invoice Order, Licence Proforma Invoice Line,Metered Batch Sheet and Product can reference a productgroupid.
GET https://operate-api.essensys.tech/api/1.0/productgroup/24
{
"response": {
"id": "00ee4e38-38fe-4199-8ea0-be4de7c659e0",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "24/07/2017 13:44:59",
"productgroups": [
{
"row_num": "1",
"advancedbill": "false",
"outputvalue_advancedbill": "false",
"cateringitems": "false",
"outputvalue_cateringitems": "false",
"createdby": "RJMETIS\\mari",
"outputvalue_createdby": "RJMETIS\\mari",
"creationdate": "2016-07-01T09:57:45+00:00",
"outputvalue_creationdate": "2016-07-01T09:57:45+00:00",
"detailinreferencetext": "false",
"outputvalue_detailinreferencetext": "false",
"itemrefinreferencetext": "false",
"outputvalue_itemrefinreferencetext": "false",
"facilitiesitems": "false",
"outputvalue_facilitiesitems": "false",
"nodiscount": "false",
"outputvalue_nodiscount": "false",
"noofproducts": "11",
"outputvalue_noofproducts": "11",
"productgroupname": "Office Rent",
"outputvalue_productgroupname": "Office Rent",
"productgroupid": "24",
"outputvalue_productgroupid": "24",
"showreservations": "false",
"outputvalue_showreservations": "false",
"showdetail": "false",
"outputvalue_showdetail": "false",
"sunjournaltypedebit": "SCSER",
"outputvalue_sunjournaltypedebit": "SCSER",
"sunjournaltypecredit": "SISER",
"outputvalue_sunjournaltypecredit": "SISER",
"updatedate": "2016-07-01T09:57:45+00:00",
"outputvalue_updatedate": "2016-07-01T09:57:45+00:00",
"updatedby": "RJMETIS\\mari",
"outputvalue_updatedby": "RJMETIS\\mari"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"productgroups": [
{
"productgroupname": "My Product Group"
}
]
}
PUT (Full) JSON Body
{
"productgroups": [
{
"advancedbill": "True",
"cateringitems": "True",
"text": "",
"detailinreferencetext": "True",
"itemrefinreferencetext": "True",
"departmentnumber": "True",
"facilitiesitems": "True",
"nodiscount": "True",
"noofproducts": "0",
"productgroupname": "My Product Group",
"showreservations": "True",
"showdetail": "True",
"sunjournaltypedebit": "",
"sunjournaltypecredit": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| advancedbill | boolean | ||
| cateringitems | boolean | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| departmentnumber | boolean | ||
| detailinreferencetext | boolean | ||
| itemrefinreferencetext | boolean | ||
| facilitiesitems | boolean | ||
| nodiscount | boolean | ||
| noofproducts | int | ||
| productgroupname | string | ||
| productgroupid | int | Reference to the Product Group | |
| showreservations | boolean | ||
| showdetail | boolean | ||
| sunjournaltypedebit | string | 5 | |
| sunjournaltypecredit | string | 5 | |
| text | string | 50 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Product Special Offer
https://operate-api.essensys.tech/api/1.0/productspecialoffer
Apply Special Offers to Products. The Offer is associated to individual Products, not Product Groups.
GET https://operate-api.essensys.tech/api/1.0/productspecialoffer/1
{
"response": {
"id": "3ffb7ef7-ddf5-4f89-a000-b2fa153ef229",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 08:14:50",
"productspecialoffers": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T08:14:07+00:00",
"outputvalue_creationdate": "2017-08-08T08:14:07+00:00",
"discount": "12",
"outputvalue_discount": "12",
"frequency": "2",
"outputvalue_frequency": "2",
"product": "73",
"outputvalue_product": "Room 1",
"productspecialofferid": "1",
"outputvalue_productspecialofferid": "1",
"updatedate": "2017-08-08T08:14:07+00:00",
"outputvalue_updatedate": "2017-08-08T08:14:07+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith",
"validfromdate": "2017-10-22T00:00:00+00:00",
"outputvalue_validfromdate": "2017-10-22T00:00:00+00:00",
"validfromtime": "1899-12-30T12:23:00+00:00",
"outputvalue_validfromtime": "1899-12-30T12:23:00+00:00",
"validtodate": "2017-10-22T00:00:00+00:00",
"outputvalue_validtodate": "2017-10-22T00:00:00+00:00",
"validtotime": "1899-12-30T12:23:00+00:00",
"outputvalue_validtotime": "1899-12-30T12:23:00+00:00"
}
],
"totalCount": "1"
}
}
PUT (Full) JSON Body
{
"productspecialoffers": [
{
"discount": "12",
"frequency": "2",
"product": "73",
"validfromdate": "22/10/2013",
"validfromtime": "12:23",
"validtodate": "22/10/2013",
"validtotime": "12:23"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| discount | decimal | ||
| frequency | int | Number of days | |
| product | int | productid from Product | |
| productspecialofferid | int | Reference to the Product Special Offer | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| validfromdate | date | ||
| validfromtime | time | ||
| validtodate | date | ||
| validtotime | time |
Standard Discount
https://operate-api.essensys.tech/api/1.0/standarddiscount
Apply a discount for specific Products or to certain Accounts. Standard Discounts need a start and end date to determine the period within which they are applied.
GET
{
"response": {
"id": "d361f5df-4612-4d9f-a4f5-587fedaa734f",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "08/08/2017 08:32:51",
"standarddiscounts": [
{
"row_num": "1",
"accountname": "12",
"outputvalue_accountname": "UK Marketing Team",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-08T08:32:05+00:00",
"outputvalue_creationdate": "2017-08-08T08:32:05+00:00",
"discount": "20",
"outputvalue_discount": "20",
"discount_type": "1",
"outputvalue_discount_type": "1",
"validfrom": "2013-10-22T00:00:00+00:00",
"outputvalue_validfrom": "2013-10-22T00:00:00+00:00",
"product_id": "73",
"outputvalue_product_id": "Room 1",
"standarddiscountid": "2",
"outputvalue_standarddiscountid": "2",
"validto": "2013-10-22T00:00:00+00:00",
"outputvalue_validto": "2013-10-22T00:00:00+00:00",
"updatedate": "2017-08-08T08:32:05+00:00",
"outputvalue_updatedate": "2017-08-08T08:32:05+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Full) JSON Body
{
"standarddiscounts": [
{
"accountname": "12",
"discount": "20.0",
"discount_type": "1",
"validfrom": "22/10/2013",
"product_id": "73",
"validto": "22/10/2013"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| discount | decimal | ||
| discount_type | |||
| validfrom | date | ||
| product_id | int | productid from Product | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| validto | date |
Tax
https://operate-api.essensys.tech/api/1.0/tax
Set tax rates according to your country’s regulations. Tax is applied to all products and services, unless exempt. It is a % of a product’s price, If required, Tax Breakdown can be applied.
GET https://operate-api.essensys.tech/api/1.0/Tax/1
{
"response": {
"id": "7ae0f1fc-73f6-4a97-b103-72f9f9466c47",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 12:22:12",
"taxs": [
{
"row_num": "1",
"firstbreakdown": "Local",
"outputvalue_firstbreakdown": "Local",
"firstbreakdownrate": "0",
"outputvalue_firstbreakdownrate": "0%",
"secondbreakdown": "State",
"outputvalue_secondbreakdown": "State",
"secondbreakdownrate": "0",
"outputvalue_secondbreakdownrate": "0%",
"thirdbreakdown": "Federal",
"outputvalue_thirdbreakdown": "Federal",
"thirdbreakdownrate": "0",
"outputvalue_thirdbreakdownrate": "0%",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2014-04-30T08:12:04+00:00",
"outputvalue_creationdate": "2014-04-30T08:12:04+00:00",
"cumulative": "false",
"outputvalue_cumulative": "false",
"defaultrate": "false",
"outputvalue_defaultrate": "false",
"sagetaxcode": "9",
"outputvalue_sagetaxcode": "9",
"taxbreakdown": "false",
"outputvalue_taxbreakdown": "false",
"taxname": "Exempt",
"outputvalue_taxname": "Exempt",
"taxrate": "0",
"outputvalue_taxrate": "0%",
"taxid": "1",
"outputvalue_taxid": "1",
"updatedate": "2014-04-30T08:12:04+00:00",
"outputvalue_updatedate": "2014-04-30T08:12:04+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith",
"withholdingtaxrate": "0",
"outputvalue_withholdingtaxrate": "0%"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"taxs": [
{
"taxbreakdown": "True",
"taxname": "Twenty Percent",
"taxrate": "20.0",
"withholdingtaxrate": "0.05"
}
]
}
PUT (Full) JSON Body
{
"taxs": [
{
"firstbreakdown": "Local",
"firstbreakdownrate": "0.1",
"secondbreakdown": "Regional",
"secondbreakdownrate": "0.2",
"thirdbreakdown": "National",
"thirdbreakdownrate": "0.3",
"cumulative": "True",
"defaultrate": "True",
"firsttaxrate": "",
"sagetaxcode": "",
"suntaxcode": "",
"taxbreakdown": "True",
"taxname": "Tax Name",
"taxrate": "17.5",
"withholdingtaxrate": "0.05"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| cumulative | boolean | ||
| defaultrate | boolean | ||
| firstbreakdown | string | ||
| firstbreakdownrate | decimal | Percent in decimal for PUT, GET response included % symbol (0.25 = 25%) | |
| sagetaxcode | int | ||
| secondbreakdown | string | ||
| secondbreakdownrate | decimal | Percent in decimal for PUT, GET response included % symbol (0.25 = 25%) | |
| taxbreakdown | boolean | ||
| taxname | string | 255 | |
| taxrate | decimal | Percent in decimal for PUT, GET response included % symbol (17.5 = 17.5%) | |
| taxid | int | Reference to the Tax | |
| thirdbreakdown | string | ||
| thirdbreakdownrate | decimal | Percent in decimal for PUT, GET response included % symbol (0.25 = 25%) | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| withholdingtaxrate | decimal | Percent in decimal for PUT, GET response included % symbol (0.25 = 25%) |
Volume Discount
https://operate-api.essensys.tech/api/1.0/volumediscount
This discount is provided when a certain volume of a Product or Service is acquired. Volume discounts can only be applied against individual Products and need a start and end date to determine the period within which they are valid.
GET https://operate-api.essensys.tech/api/1.0/volumediscount/1
{
"response": {
"id": "61257192-2ddd-4418-917c-6e747658eb03",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 12:15:45",
"volumediscounts": [
{
"row_num": "1",
"accountname": "10",
"outputvalue_accountname": "UK Accounts Team",
"creationdate": "2016-08-19T09:02:16+00:00",
"outputvalue_creationdate": "2016-08-19T09:02:16+00:00",
"discount": "50",
"outputvalue_discount": "50",
"validfrom": "2016-08-19T00:00:00+00:00",
"outputvalue_validfrom": "2016-08-19T00:00:00+00:00",
"item_id": "136",
"outputvalue_item_id": "Printing (per copy)",
"validto": "2016-09-18T23:59:00+00:00",
"outputvalue_validto": "2016-09-18T23:59:00+00:00",
"updatedate": "2016-08-19T09:02:16+00:00",
"outputvalue_updatedate": "2016-08-19T09:02:16+00:00",
"volume": "100",
"outputvalue_volume": "100",
"volumediscountid": "1",
"outputvalue_volumediscountid": "1"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| creationdate | date | ||
| discount | decimal | positive number with up to two decimal places | |
| validfrom | date | ||
| item_id | int | productid from Product | |
| validto | date | ||
| updatedate | date | ||
| volume | int | quantity needed for discount | |
| volumediscountid | int | reference to the Volume discount |
Tasks
Tasks are a team management feature, tasks are assigned to specific team members and can be tracked.
A Task is an item on a User’s to do list. You can assign tasks to yourself or other team members. They include a Task Type, Task Status and Task Priority, as well as a start and end date.
Task
https://operate-api.essensys.tech/api/1.0/task
A Task can be a call, email, meeting, etc on your to do list. Tasks can relate to Accounts, Contacts, Leads or Opportunities.
Tour can reference a taskid.
Task is referenced by taskid which is shared with Open Task
GET https://operate-api.essensys.tech/api/1.0/Task/138
{
"response": {
"id": "c96404d2-6510-49a4-8a4c-dc4b828022e9",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 12:25:40",
"tasks": [
{
"row_num": "1",
"accountname": "65",
"outputvalue_accountname": "myAccount",
"userid": "27",
"outputvalue_userid": "ajohn",
"comments": null,
"outputvalue_comments": null,
"createdby": "Administrator",
"outputvalue_createdby": "Administrator",
"creationdate": "2016-11-29T16:38:02+00:00",
"outputvalue_creationdate": "2016-11-29T16:38:02+00:00",
"emailaddress": "a@a.com",
"outputvalue_emailaddress": "a@a.com",
"enddate": "2016-11-29T16:48:02+00:00",
"outputvalue_enddate": "2016-11-29T16:48:02+00:00",
"enddatetime": "2016-11-29T16:48:02+00:00",
"outputvalue_enddatetime": "2016-11-29T16:48:02+00:00",
"endtime": "2016-11-29T16:48:02+00:00",
"outputvalue_endtime": "2016-11-29T16:48:02+00:00",
"islead": "0",
"outputvalue_islead": "0",
"address_id": "65",
"outputvalue_address_id": "myAccount",
"opportunityname": "24",
"outputvalue_opportunityname": "myAccount",
"priority": "-2",
"outputvalue_priority": "High",
"recordtype": "7",
"relatedto": "myAccount",
"outputvalue_relatedto": "myAccount",
"reminder": "true",
"outputvalue_reminder": "true",
"reminderminutes": "0",
"outputvalue_reminderminutes": "0",
"sendtooutlook": "false",
"outputvalue_sendtooutlook": "false",
"startdate": "2016-11-29T16:38:02+00:00",
"outputvalue_startdate": "2016-11-29T16:38:02+00:00",
"startdatetime": "2016-11-29T16:38:02+00:00",
"outputvalue_startdatetime": "2016-11-29T16:38:02+00:00",
"starttime": "2016-11-29T16:38:02+00:00",
"outputvalue_starttime": "2016-11-29T16:38:02+00:00",
"status": "0",
"outputvalue_status": "Not Started",
"subject": "please follow up on new lead assigned to you",
"outputvalue_subject": "please follow up on new lead assigned to you",
"taskid": "138",
"outputvalue_taskid": "138",
"tasktypeid": "-1",
"outputvalue_tasktypeid": "Call",
"uid": "2a524480-7d60-41d1-9da0-aa06792f1df8",
"outputvalue_uid": "2a524480-7d60-41d1-9da0-aa06792f1df8",
"updatedate": "2016-11-29T16:38:02+00:00",
"outputvalue_updatedate": "2016-11-29T16:38:02+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"tasks": [
{
"accountname": "Item from list",
"comments": "This is very long text which can go over multiple lines",
"priority": "Item from list",
"status": "Item from list",
"subject": "subject"
}
]
}
PUT (Full) JSON Body
{
"tasks": [
{
"accountname": "Item from list",
"userid": "Item from list",
"comments": "This is very long text which can go over multiple lines",
"contactid": "Item from list",
"enddatetime": "22/10/2013 12:23",
"address_id": "Item from list",
"licenceid": "Item from list",
"opportunityname": "Item from list",
"priority": "Item from list",
"quoteid": "Item from list",
"reminder": "True",
"reminderminutes": "12345",
"sendtooutlook": "True",
"startdatetime": "22/10/2013 12:23",
"status": "Item from list",
"subject": "subject",
"tasktypeid": "Item from list",
"uid": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| userid | int | ||
| comments | string | 32768 | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| emailaddress | string | 4000 | |
| enddate | date | ||
| enddatetime | date | ||
| endtime | date | ||
| islead | boolean | ||
| address_id | int | ||
| opportunityname | int | opportunityid from Opportunity | |
| priority | int | taskpriorityid from Task Priority | |
| recordtype | int | recordtypeid from Record Type | |
| relatedto | string | ||
| reminder | boolean | ||
| reminderminutes | decimal | ||
| sendtooutlook | boolean | ||
| startdate | date | ||
| startdatetime | date | ||
| starttime | date | ||
| status | int | taskstatusid from Task Status | |
| subject | string | ||
| taskid | int | Reference to the task | |
| tasktypeid | int | tasktypeid from Task Type | |
| uid | string | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Open Task
https://operate-api.essensys.tech/api/1.0/opentask
A Task that has not yet been completed.
Open Task is referenced by taskid which is shared with Task
GET https://operate-api.essensys.tech/api/1.0/opentask/154
{
"response": {
"id": "5af1b440-f754-4526-8a56-f6c3ef7796d1",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 14:59:12",
"opentasks": [
{
"row_num": "1",
"accountname": "76",
"outputvalue_accountname": "sdfgsdfg",
"userid": "0",
"comments": null,
"outputvalue_comments": null,
"createdby": "Darren Smith",
"outputvalue_createdby": "Darren Smith",
"creationdate": "2017-01-19T12:56:20+00:00",
"outputvalue_creationdate": "2017-01-19T12:56:20+00:00",
"emailaddress": null,
"outputvalue_emailaddress": null,
"enddate": "2017-01-19T13:06:20+00:00",
"outputvalue_enddate": "2017-01-19T13:06:20+00:00",
"enddatetime": "2017-01-19T13:06:20+00:00",
"outputvalue_enddatetime": "2017-01-19T13:06:20+00:00",
"endtime": "2017-01-19T13:06:20+00:00",
"outputvalue_endtime": "2017-01-19T13:06:20+00:00",
"islead": "0",
"outputvalue_islead": "0",
"address_id": "76",
"outputvalue_address_id": "sdfgsdfg",
"opportunityname": "27",
"outputvalue_opportunityname": "sdfgsdfg",
"priority": "-2",
"outputvalue_priority": "High",
"recordtype": "7",
"relatedto": "sdfgsdfg",
"outputvalue_relatedto": "sdfgsdfg",
"reminder": "true",
"outputvalue_reminder": "true",
"reminderminutes": "0",
"outputvalue_reminderminutes": "0",
"sendtooutlook": "false",
"outputvalue_sendtooutlook": "false",
"startdate": "2017-01-19T12:56:20+00:00",
"outputvalue_startdate": "2017-01-19T12:56:20+00:00",
"startdatetime": "2017-01-19T12:56:20+00:00",
"outputvalue_startdatetime": "2017-01-19T12:56:20+00:00",
"starttime": "2017-01-19T12:56:20+00:00",
"outputvalue_starttime": "2017-01-19T12:56:20+00:00",
"status": "0",
"outputvalue_status": "Not Started",
"subject": "please follow up on new lead assigned to you",
"outputvalue_subject": "please follow up on new lead assigned to you",
"taskid": "154",
"outputvalue_taskid": "154",
"tasktypeid": "-1",
"outputvalue_tasktypeid": "Call",
"uid": "3a3de6cd-bd99-4273-8e66-bf607e52cc60",
"outputvalue_uid": "3a3de6cd-bd99-4273-8e66-bf607e52cc60",
"updatedate": "2017-01-19T12:56:20+00:00",
"outputvalue_updatedate": "2017-01-19T12:56:20+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"opentasks": [
{
"accountname": "12",
"comments": "This is very long text which can go over multiple lines",
"priority": "-2",
"status": "1",
"subject": "The new task"
}
]
}
PUT (Full) JSON Body
{
"opentasks": [
{
"accountname": "12",
"userid": "",
"comments": "This is very long text which can go over multiple lines",
"contactid": "1",
"enddatetime": "22/10/2013 12:23",
"address_id": "1",
"licenceid": "1",
"opportunityname": "",
"priority": "1",
"quoteid": "1",
"reminder": "True",
"reminderminutes": "1,2345",
"sendtooutlook": "True",
"startdatetime": "22/10/2013 12:23",
"status": "-5",
"subject": "New Task",
"tasktypeid": "1",
"uid": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| userid | int | ||
| comments | string | 32768 | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| emailaddress | string | 4000 | |
| enddate | date | ||
| enddatetime | date | ||
| endtime | date | ||
| islead | boolean | ||
| address_id | int | accountid from Account | |
| opportunityname | int | opportunityid from opportunity | |
| priority | int | taskpriorityid from Task Priority | |
| quoteid | |||
| recordtype | int | ||
| relatedto | string | ||
| reminder | boolean | ||
| reminderminutes | |||
| sendtooutlook | boolean | ||
| startdate | date | ||
| startdatetime | date | ||
| starttime | date | ||
| status | int | taskstatusid from Task Status | |
| subject | string | 255 | |
| taskid | int | Reference to the Open Task | |
| tasktypeid | int | tasktypeid from Task Type | |
| uid | string | 255 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Task Priority
https://operate-api.essensys.tech/api/1.0/taskpriority
Sets a Priority for each of your Tasks. The Priority can be Low, Medium or High.
GET https://operate-api.essensys.tech/api/1.0/taskpriority/-2
{
"response": {
"id": "97975e17-1758-4fa7-b435-988b55a7fef8",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "17/07/2017 15:52:58",
"taskprioritys": [
{
"row_num": "1",
"priority": "High",
"outputvalue_priority": "High",
"taskpriorityid": "-2",
"outputvalue_taskpriorityid": "-2"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| priority | string | 50 | |
| taskpriorityid | int | Reference to the Task Priority |
Task Status
https://operate-api.essensys.tech/api/1.0/taskstatus
Task Statuses refer to the progress made on a Task. Standard statuses are:
- Not Started
- In Progress
- Completed
- Cancelled
- Deferred
- No Show
GET https://operate-api.essensys.tech/api/1.0/TaskStatus/-5
{
"response": {
"id": "c984eeaa-3dde-49e7-8723-f92e28df6643",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 09:23:49",
"taskstatuss": [
{
"row_num": "1",
"completedtask": "true",
"outputvalue_completedtask": "true",
"status": "No Show",
"outputvalue_status": "No Show",
"taskstatusid": "-5",
"outputvalue_taskstatusid": "-5"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| completedtask | boolean | ||
| status | string | 50 | |
| taskstatusid | int | reference to the Task Status |
Task Type
https://operate-api.essensys.tech/api/1.0/tasktype
Defines the Task based on the type of work to be done. Default types are:
- Task
- Call
- Meeting
- SMS
Activity History, Open Task, Task, Tour and Workflow can reference a tasktypeid
GET https://operate-api.essensys.tech/api/1.0/TaskType/-2
{
"response": {
"id": "a343b12f-cf06-49b3-9bc0-86e1ea061c09",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 09:19:53",
"tasktypes": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "1900-01-01T00:00:00+00:00",
"outputvalue_creationdate": "1900-01-01T00:00:00+00:00",
"tasktypename": "Email",
"outputvalue_tasktypename": "Email",
"tasktypeid": "-2",
"outputvalue_tasktypeid": "-2",
"updatedate": "1900-01-01T00:00:00+00:00",
"outputvalue_updatedate": "1900-01-01T00:00:00+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| tasktypename | string | 255 | |
| tasktypeid | int | Reference to the Task Type | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Other
All remaining endpoints not already included in grouping above.
Access History
https://operate-api.essensys.tech/api/1.0/contactvisits/
A list of all access information associated to a Contact.
Guest Access History also uses a contactvisitid but are different records. contactvisitid is not referenced by any other Items.
GET https://operate-api.essensys.tech/api/1.0/contactvisits/1
curl https://operate-api.essensys.tech/api/1.0/contactvisits/1 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "3f5fea8d-7ddc-48ec-8a12-c2723a4f12f4",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 12:36:08",
"contactvisitss": [
{
"row_num": "1",
"checkintype": "hubVisitor - Aldgate Tower",
"outputvalue_checkintype": "hubVisitor - Aldgate Tower",
"contactname": "88",
"outputvalue_contactname": "Chad Smith",
"contactvisitname": "Mari-Elena Smith",
"outputvalue_contactvisitname": "Mari-Elena Smith",
"contactvisitid": "1",
"outputvalue_contactvisitid": "1",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2015-08-06T06:30:32+00:00",
"outputvalue_creationdate": "2015-08-06T06:30:32+00:00",
"duration": "11h56m",
"outputvalue_duration": "11h56m",
"timecheckedin": "2015-07-27T12:04:25+00:00",
"outputvalue_timecheckedin": "2015-07-27T12:04:25+00:00",
"timecheckedout": "2015-07-28T00:00:00+00:00",
"outputvalue_timecheckedout": "2015-07-28T00:00:00+00:00",
"trackingdate": "2015-07-27T00:00:00+00:00",
"outputvalue_trackingdate": "2015-07-27T00:00:00+00:00",
"updatedate": "2015-08-06T06:30:32+00:00",
"outputvalue_updatedate": "2015-08-06T06:30:32+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| checkintype | string | ||
| contactname | int | contactid from Contact | |
| contactvisitname | string | ||
| contactvisitid | int | Reference to the Access History | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| duration | string | NNhNNm e.g. 11h56m | |
| timecheckedin | date | ||
| trackingdate | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Activity History
https://operate-api.essensys.tech/api/1.0/activityhistory
A list that includes all activity that has taken place on a record, either manually or automatically.
GET https://operate-api.essensys.tech/api/1.0/activityhistory/139
curl https://operate-api.essensys.tech/api/1.0/activityhistory/139 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "12a585a7-5002-460d-8327-056e486d475d",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 08:41:23",
"activityhistorys": [
{
"row_num": "1",
"accountname": "65",
"outputvalue_accountname": "myAccount",
"activityhstoryid": "139",
"outputvalue_activityhstoryid": "139",
"user_id": "1",
"outputvalue_user_id": "User",
"comments": "Thanks for your recent lead dated 29/11/2016",
"outputvalue_comments": "Thanks for your recent lead dated 29/11/2016",
"contactid": "0",
"createdby": "Administrator",
"outputvalue_createdby": "Administrator",
"creationdate": "2016-11-29T16:38:02+00:00",
"outputvalue_creationdate": "2016-11-29T16:38:02+00:00",
"filename": "0d82c314-b402-419c-928c-662fa46d8a08.eml",
"outputvalue_filename": "0d82c314-b402-419c-928c-662fa46d8a08.eml",
"leadid": "65",
"outputvalue_leadid": "myAccount",
"licenceid": "0",
"outputvalue_licenceid": "0",
"opportunityid": "24",
"outputvalue_opportunityid": "myAccount",
"priority": "0",
"outputvalue_priority": "Low",
"quoteid": "0",
"outputvalue_quoteid": "0",
"isread": "false",
"outputvalue_isread": "false",
"reminder": "false",
"outputvalue_reminder": "false",
"reminderminutes": "0",
"outputvalue_reminderminutes": "0",
"relatedthreads": "0",
"outputvalue_relatedthreads": "0",
"startdate": "2016-11-29T16:38:02+00:00",
"outputvalue_startdate": "2016-11-29T16:38:02+00:00",
"status": "-2",
"outputvalue_status": "Completed",
"subject": "Your Lead for myAccount has been accepted by [ORGANIZATION-ORGANIZATIONNAME]",
"outputvalue_subject": "Your Lead for myAccount has been accepted by [ORGANIZATION-ORGANIZATIONNAME]",
"task": "0",
"outputvalue_task": "0",
"tasktypeid": "-2",
"outputvalue_tasktypeid": "Email",
"updatedate": "2016-11-29T16:38:02+00:00",
"outputvalue_updatedate": "2016-11-29T16:38:02+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator"
}
],
"totalCount": "1"
}
}
PUT (minimum) JSON Body
{
"activityhistorys": [
{
"accountname": "12",
"activityhstoryid": "",
"comments": "This is very long text which can go over multiple lines",
"priority": "Item from list",
"status": "Item from list",
"subject": "Subject"
}
]
}
PUT (full) JSON Body
{
"activityhistorys": [
{
"accountname": "Item from list",
"activityhstoryid": "Darren Smith",
"user_id": "Item from list",
"comments": "This is very long text which can go over multiple lines",
"contactid": "Item from list",
"filename": "",
"leadid": "Item from list",
"licenceid": "Item from list",
"opportunityid": "Item from list",
"priority": "Item from list",
"quoteid": "Item from list",
"isread": "True",
"reminder": "True",
"reminderminutes": "1,2345",
"startdate": "22/10/2013 12:23",
"status": "Item from list",
"subject": "Darren Smith",
"tasktypeid": "Item from list"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| activityhstoryid | int | reference to the Activity History | |
| user_id | int | userid from User | |
| comments | string | 32768 | |
| contactid | int | contactid from Contact | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| filename | string | 255 | |
| leadid | int | leadid from Lead | |
| licenceid | int | licenceid from Licence | |
| opportunityid | int | opportunityid from Opportunity | |
| priority | int | ||
| quoteid | int | ||
| isread | boolean | ||
| reminder | boolean | ||
| reminderminutes | |||
| relatedthreads | |||
| startdate | date | ||
| status | int | taskstatusid from Task Status | |
| subject | string | 255 | |
| task | boolean | ||
| tasktypeid | int | tasktypeid from Task Type | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Agreement Type
https://operate-api.essensys.tech/api/1.0/lookupagreementtypes
Represents types of Licence and can include: Rentals or Services. These types are customizeable.
GET https://operate-api.essensys.tech/api/1.0/lookupagreementtypes/647
curl https://operate-api.essensys.tech/api/1.0/lookupagreementtypes/647 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "e1430abc-adfc-4050-8666-c1566b368e56",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/08/2017 15:01:40",
"lookupagreementtypess": [
{
"row_num": "1",
"agreementtype": "New",
"outputvalue_agreementtype": "New",
"agreementtypesid": "647",
"outputvalue_agreementtypesid": "647",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-08-12T15:00:55+00:00",
"outputvalue_creationdate": "2017-08-12T15:00:55+00:00",
"updatedate": "2017-08-12T15:00:55+00:00",
"outputvalue_updatedate": "2017-08-12T15:00:55+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"lookupagreementtypess": [
{
"agreementtype": "New"
}
]
}
DELETE https://operate-api.essensys.tech/api/1.0/lookupagreementtypes
curl -X DELETE \
-H "Content-type: application/x-www-form-urlencoded; charset=utf-8" \
-H "Authorization: Bearer xxxxx" \
-d "itemid=647" \
https://operate-api.essensys.tech/api/1.0/lookupagreementtypes
{
"response":{
"id":"f8518f0f-1b41-4722-ac5f-3de7e16ced0e",
"status":"OK",
"providername":"Operate API",
"datetimeutc":"12/08/2017 15:20:51"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| agreementtype | string | 255 | |
| agreementtypesid | int | Reference to the Agreement Type | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Agent Type
https://operate-api.essensys.tech/api/1.0/agenttype
The type of Agent bringing in a Lead. Defaults are: Commercial Agent and Web Broker.
GET https://operate-api.essensys.tech/api/1.0/agenttype/525
curl https://operate-api.essensys.tech/api/1.0/agenttype/525 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "a806891a-5538-4159-8456-ebcfdd90602e",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 11:13:16",
"agenttypes": [
{
"row_num": "2",
"agenttypename": "Commercial Agent",
"outputvalue_agenttypename": "Commercial Agent",
"agenttypeid": "525",
"outputvalue_agenttypeid": "525",
"creationdate": "2009-08-13T15:09:16+00:00",
"outputvalue_creationdate": "2009-08-13T15:09:16+00:00",
"updatedate": "2009-08-13T15:09:16+00:00",
"outputvalue_updatedate": "2009-08-13T15:09:16+00:00"
}
],
"totalCount": "2"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| agenttypename | string | 255 | |
| agenttypeid | int | Reference to the Agent Type | |
| creationdate | date | ||
| updatedate | date |
Business Type
https://operate-api.essensys.tech/api/1.0/businesstype
GET https://operate-api.essensys.tech/api/1.0/businesstype/43
curl https://operate-api.essensys.tech/api/1.0/businesstype/43 \
-H 'Authorization: Bearer gAAAAIsQFg_Nkh....fevnYzautrfLDg'
{
"response": {
"id": "c5c21f0e-1989-4073-873f-f24dc6e930ae",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 14:19:05",
"businesstypes": [
{
"row_num": "1",
"businesstypename": "Aviation",
"outputvalue_businesstypename": "Aviation",
"businesstypeid": "43",
"outputvalue_businesstypeid": "43",
"creationdate": "2009-02-04T16:26:28+00:00",
"outputvalue_creationdate": "2009-02-04T16:26:28+00:00",
"updatedate": "2009-02-04T16:26:28+00:00",
"outputvalue_updatedate": "2009-02-04T16:26:28+00:00"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"businesstypes": [
{
"businesstypename": "Construction"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| businesstypename | string | 255 | |
| businesstypeid | int | Reference to the Business Type | |
| creationdate | date | ||
| updatedate | date |
Campaign Types
https://operate-api.essensys.tech/api/1.0/lookupcampaigntypes
GET https://operate-api.essensys.tech/api/1.0/lookupcampaigntypes/643
curl https://operate-api.essensys.tech/api/1.0/lookupcampaigntypes/643 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "4868b2e4-18ee-415f-b9f0-56c5fdadf654",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 14:15:20",
"lookupcampaigntypess": [
{
"row_num": "1",
"campaigntype": "My Campaign Type",
"outputvalue_campaigntype": "My Campaign Type",
"campaigntypesid": "643",
"outputvalue_campaigntypesid": "643",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-20T14:15:16+00:00",
"outputvalue_creationdate": "2017-07-20T14:15:16+00:00",
"updatedate": "2017-07-20T14:15:16+00:00",
"outputvalue_updatedate": "2017-07-20T14:15:16+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum and Full) JSON Body
{
"lookupcampaigntypess": [
{
"campaigntype": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| campaigntype | string | 255 | |
| campaigntypesid | int | reference to the Campaign Type | |
| createdby | int | fullname from User | |
| creationdate | date | ||
| updatedby | int | fullname from User | |
| updatedate | date |
Check In Types
https://operate-api.essensys.tech/api/1.0/lookupcheckintypes
GET https://operate-api.essensys.tech/api/1.0/lookupcheckintypes/528
curl https://operate-api.essensys.tech/api/1.0/lookupcheckintypes/528 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "482f3b92-c9fb-47cb-a84c-c33100a59f0a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 13:50:30",
"lookupcheckintypess": [
{
"row_num": "1",
"checkintype": "Upgrade - Virtual to Residential ",
"outputvalue_checkintype": "Upgrade - Virtual to Residential ",
"checkintypesid": "528",
"outputvalue_checkintypesid": "528",
"creationdate": "2009-08-13T15:10:54+00:00",
"outputvalue_creationdate": "2009-08-13T15:10:54+00:00",
"updatedate": "2009-08-13T15:10:54+00:00",
"outputvalue_updatedate": "2009-08-13T15:10:54+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| checkintype | string | 255 | |
| checkintypesid | int | Reference to the Check In Type | |
| creationdate | date | ||
| updatedate | date |
Check Out Types
https://operate-api.essensys.tech/api/1.0/lookupcheckouttypes
GET https://operate-api.essensys.tech/api/1.0/lookupcheckouttypes/24
curl https://operate-api.essensys.tech/api/1.0/lookupcheckouttypes/24 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "44c40fb6-7e43-4829-ae0e-04326133623b",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 14:25:11",
"lookupcheckouttypess": [
{
"row_num": "1",
"checkouttype": "Upgrade - Larger office ",
"outputvalue_checkouttype": "Upgrade - Larger office ",
"checkouttypesid": "24",
"outputvalue_checkouttypesid": "24",
"creationdate": "2009-05-29T09:39:31+00:00",
"outputvalue_creationdate": "2009-05-29T09:39:31+00:00",
"updatedate": "2009-05-29T09:39:31+00:00",
"outputvalue_updatedate": "2009-05-29T09:39:31+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| checkouttype | string | 255 | |
| checkouttypesid | int | Reference to the Check In Type | |
| creationdate | date | ||
| updatedate | date |
Counties
https://operate-api.essensys.tech/api/1.0/lookupcounties
Provides a stanadrd list of county names
GET https://operate-api.essensys.tech/api/1.0/lookupcounties/277
curl https://operate-api.essensys.tech/api/1.0/lookupcounties/277 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "192878b2-6dfd-4909-8388-bde799ec70f2",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 14:32:35",
"lookupcountiess": [
{
"row_num": "1",
"countiesid": "277",
"outputvalue_countiesid": "277",
"county": "Cornwall",
"outputvalue_county": "Cornwall",
"creationdate": "2009-08-13T15:06:37+00:00",
"outputvalue_creationdate": "2009-08-13T15:06:37+00:00",
"updatedate": "2009-08-13T15:06:37+00:00",
"outputvalue_updatedate": "2009-08-13T15:06:37+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| countiesid | int | Reference to the county | |
| county | string | 255 | display name for the county |
| creationdate | date | ||
| updatedate | date |
Countries
https://operate-api.essensys.tech/api/1.0/lookupcountries
Provides a stanadrd list of country names
GET https://operate-api.essensys.tech/api/1.0/lookupcountries/263
curl https://operate-api.essensys.tech/api/1.0/lookupcountries/263 \
-H 'Authorization: Bearer gAA...X-w'
GET https://operate-api.essensys.tech/api/1.0/lookupcountries?startrecord=1&endrecord=10&where=[country]=‘United+Kingdom’`
curl https://operate-api.essensys.tech/api/1.0/lookupcountries?startrecord=1&endrecord=10&where=[country]='United+Kingdom' \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "5412c438-a4ce-4af2-a462-363af62f54f7",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 14:25:35",
"lookupcountriess": [
{
"row_num": "1",
"countriesid": "263",
"outputvalue_countriesid": "263",
"country": "United Kingdom",
"outputvalue_country": "United Kingdom",
"creationdate": "2009-08-13T15:05:45+00:00",
"outputvalue_creationdate": "2009-08-13T15:05:45+00:00",
"updatedate": "2009-08-13T15:05:45+00:00",
"outputvalue_updatedate": "2009-08-13T15:05:45+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| countriesid | int | Reference to the country | |
| country | string | 255 | display name for the country |
| creationdate | date | ||
| updatedate | date |
Credit Card
https://operate-api.essensys.tech/api/1.0/creditcard
GET https://operate-api.essensys.tech/api/1.0/creditcard/1
curl https://operate-api.essensys.tech/api/1.0/creditcard/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "47ac8187-1bae-43bb-8734-f7381565c9f9",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 14:30:26",
"creditcards": [
{
"row_num": "1",
"createdby": "RJMETIS\\smith",
"outputvalue_createdby": "RJMETIS\\smith",
"description": "Mastercard",
"outputvalue_description": "Mastercard",
"creditcardid": "1",
"outputvalue_creditcardid": "1",
"updatedate": "2005-06-06T16:19:48+00:00",
"outputvalue_updatedate": "2005-06-06T16:19:48+00:00",
"updatedby": "RJMETIS\\smith",
"outputvalue_updatedby": "RJMETIS\\smith"
}
],
"totalCount": "1"
}
}
PUT (Full) JSON Body
{
"creditcards": [
{
"description": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| description | string | ||
| creditcardid | int | Reference to the Credit Card | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Currency
https://operate-api.essensys.tech/api/1.0/currency
Details of predefined currencies
GET https://operate-api.essensys.tech/api/1.0/currency/1
curl https://operate-api.essensys.tech/api/1.0/currency/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "78228791-1b97-434f-b6c8-8100b7c8a9c6",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 10:21:50",
"currencys": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2014-04-30T08:12:04+00:00",
"outputvalue_creationdate": "2014-04-30T08:12:04+00:00",
"currencycode": "GBP",
"outputvalue_currencycode": "GBP",
"currencyformat": "£###,###,###,##0.00",
"outputvalue_currencyformat": "£###,###,###,##0.00",
"currencyname": "Pounds Sterling",
"outputvalue_currencyname": "Pounds Sterling",
"currencyid": "1",
"outputvalue_currencyid": "1",
"noofdecdigits": "2",
"outputvalue_noofdecdigits": "2",
"updatedate": "2014-04-30T08:12:04+00:00",
"outputvalue_updatedate": "2014-04-30T08:12:04+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| currencycode | string | 3 digit code | |
| currencyformat | string | template for formatting values of the currency | |
| currencyname | string | full name of the currency | |
| currencyid | int | reference to the currency | |
| noofdecdigits | int | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Email Campaign
https://operate-api.essensys.tech/api/1.0/emailcampaign
Organize emails, promote your space, measure campaign costs and response rates with Campaigns. They allow sending mass email messages to a Mailing List.
Email can reference a campaignid.
GET https://operate-api.essensys.tech/api/1.0/emailcampaign/1
curl https://operate-api.essensys.tech/api/1.0/emailcampaign/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "d3f2462c-f44f-4bf4-ae33-55f11a2ed82d",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "18/07/2017 16:46:32",
"emailcampaigns": [
{
"row_num": "1",
"active": "false",
"outputvalue_active": "false",
"actualcosts": "0.0000",
"outputvalue_actualcosts": "0.0000",
"budgetedcosts": "0.0000",
"outputvalue_budgetedcosts": "0.0000",
"campaignname": "test",
"outputvalue_campaignname": "test",
"campaignid": "1",
"outputvalue_campaignid": "1",
"createdby": "Josephine Smith",
"outputvalue_createdby": "Josephine Smith",
"creationdate": "2017-05-11T16:15:53+00:00",
"outputvalue_creationdate": "2017-05-11T16:15:53+00:00",
"description": null,
"outputvalue_description": null,
"expectedresponse": "0",
"outputvalue_expectedresponse": "0%",
"expectedrevenue": "0.0000",
"outputvalue_expectedrevenue": "0.0000",
"recordtype": "5",
"outputvalue_recordtype": "Email Campaign",
"startdate": "2017-05-19T00:00:00+00:00",
"outputvalue_startdate": "2017-05-19T00:00:00+00:00",
"updatedate": "2017-05-11T16:15:53+00:00",
"outputvalue_updatedate": "2017-05-11T16:15:53+00:00",
"updatedby": "Josephine Smith",
"outputvalue_updatedby": "Josephine Smith"
}
],
"totalCount": "1"
}
}
PUT (Full) JSON Body
{
"emailcampaigns": [
{
"active": "True",
"actualcosts": "£0.00",
"budgetedcosts": "£0.00",
"campaignname": "Darren Smith",
"description": "This is very long text which can go over multiple lines",
"enddate": "22/10/2013",
"expectedresponse": "100%",
"expectedrevenue": "£0.00",
"startdate": "22/10/2013"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| active | boolean | ||
| actualcosts | decimal | ||
| budgetedcosts | decimal | ||
| campaignname | string | 255 | |
| campaignid | int | Reference to the Email Campaign | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| description | string | 32768 | |
| expectedresponse | percent | ||
| expectedrevenue | decimal | ||
| recordtype | int | recordtypeid from Record Type |
Email Group
https://operate-api.essensys.tech/api/1.0/emailgroup
GET https://operate-api.essensys.tech/api/1.0/emailgroup/2
curl https://operate-api.essensys.tech/api/1.0/emailgroup/2 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "0441f40b-e585-49ca-b451-5786e7855efe",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 10:02:47",
"emailgroups": [
{
"row_num": "1",
"accountname": "83",
"outputvalue_accountname": "Test Limited",
"companyname": "Test Limited",
"outputvalue_companyname": "Test Limited",
"createdby": "live",
"outputvalue_createdby": "live",
"creationdate": "2017-05-11T11:28:56+00:00",
"outputvalue_creationdate": "2017-05-11T11:28:56+00:00",
"email": null,
"outputvalue_email": null,
"emailmembername": "Test ",
"outputvalue_emailmembername": "Test ",
"emailmemberid": "2",
"outputvalue_emailmemberid": "2",
"firstname": "Test",
"outputvalue_firstname": "Test",
"lastname": null,
"outputvalue_lastname": null,
"mailinglistid": "1",
"outputvalue_mailinglistid": "1",
"campaignemailmailinglistid": "1",
"outputvalue_campaignemailmailinglistid": "Name",
"updatedate": "2017-05-11T11:28:56+00:00",
"outputvalue_updatedate": "2017-05-11T11:28:56+00:00",
"updatedby": "live",
"outputvalue_updatedby": "live"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"emailgroups": [
{
"emailmembername": "Name"
}
]
}
PUT (Full) JSON Body
{
"emailgroups": [
{
"accountname": "Item from list",
"companyname": "",
"email": "darren@domain.com",
"emailmembername": "Darren Smith",
"firstname": "Darren ",
"lastname": "Smith",
"leadname": "Item from list",
"mailinglistid": "Item from list",
"campaignemailmailinglistid": "Item from list",
"title": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from Account | |
| campaignemailmailinglistid | int | ||
| companyname | string | 255 | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| string | |||
| emailmembername | string | 255 | |
| emailmemberid | int | Reference to the Email Group | |
| firstname | string | 255 | |
| lastname | string | 255 | |
| mailinglistid | int | mailinglistid from Mailing List | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Emails Sent
https://operate-api.essensys.tech/api/1.0/emailssent
GET https://operate-api.essensys.tech/api/1.0/emailssent/137
curl https://operate-api.essensys.tech/api/1.0/emailssent/137 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "9f552ddf-8e36-4a5a-b4be-7027c1c255d7",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 10:39:57",
"emailssents": [
{
"row_num": "1",
"body": "<strong>From: </strong>noreply@hubcreate.com<br /><strong>To: </strong>scott.smith@essensys.tech<br /><strong>CC: </strong><br /><strong>BCC: </strong><br /><strong>Subject: </strong>You have a new follower on essensys Portal!<br /><br />",
"outputvalue_body": "<strong>From: </strong>noreply@hubcreate.com<br /><strong>To: </strong>scott.smith@essensys.tech<br /><strong>CC: </strong><br /><strong>BCC: </strong><br /><strong>Subject: </strong>You have a new follower on essensys Portal!<br /><br /><font face=\"Verdana\">Mari-Elena Smith is now following you on the Member Portal!<br />\n<br />",
"createdby": "Mari-Elena Smith",
"outputvalue_createdby": "Mari-Elena Smith",
"creationdate": "2016-09-07T12:34:13+00:00",
"outputvalue_creationdate": "2016-09-07T12:34:13+00:00",
"emailfrom": "noreply@hubcreate.com",
"outputvalue_emailfrom": "noreply@hubcreate.com",
"emailto": "scott.smith@essensys.tech",
"outputvalue_emailto": "scott.smith@essensys.tech",
"emailssentid": "137",
"outputvalue_emailssentid": "137",
"datesent": "2016-09-07T12:34:13+00:00",
"outputvalue_datesent": "2016-09-07T12:34:13+00:00",
"subject": "You have a new follower on essensys Portal!",
"outputvalue_subject": "You have a new follower on essensys Portal!",
"updatedate": "2016-09-07T12:34:13+00:00",
"outputvalue_updatedate": "2016-09-07T12:34:13+00:00",
"updatedby": "Mari-Elena Smith",
"outputvalue_updatedby": "Mari-Elena Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"emailssents": [
{
"emailfrom": "",
"emailssentid": ""
}
]
}
PUT (Full) JSON Body
{
"emailssents": [
{
"body": {
"strong": "html"
},
"emailfrom": "",
"emailto": "",
"emailssentid": "",
"datesent": "22/10/2013 12:23",
"subject": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| body | string | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| emailfrom | string | 255 | |
| emailto | string | 4000 | |
| emailssentid | int | Reference to the Emails Sent | |
| subject | string | 4000 | |
| datesent | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Exchange Rate
https://operate-api.essensys.tech/api/1.0/exchangerate
GET https://operate-api.essensys.tech/api/1.0/exchangerate/1
{
"response": {
"id": "1f04b58d-1403-4e37-8d03-2c2e8ca4e6d6",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "31/08/2017 13:59:46",
"exchangerates": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2014-04-30T08:12:04+00:00",
"outputvalue_creationdate": "2014-04-30T08:12:04+00:00",
"currencycode": "GBP",
"outputvalue_currencycode": "GBP",
"currencyname": "Pounds Sterling",
"outputvalue_currencyname": "Pounds Sterling",
"exchangerate": "1",
"outputvalue_exchangerate": "1",
"exchangerateid": "1",
"outputvalue_exchangerateid": "1",
"updatedate": "2014-04-30T08:12:04+00:00",
"outputvalue_updatedate": "2014-04-30T08:12:04+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | |
| creationdate | date | ||
| currencycode | string | 3 | |
| currencyname | string | 255 | |
| exchangerate | decimal | ||
| exchangerateid | int | Reference to the Exchange Rate. | |
| updatedate | date | ||
| updatedby | string | 255 |
Financial Export Entry
https://operate-api.essensys.tech/api/1.0/financialexportentry
GET https://operate-api.essensys.tech/api/1.0/financialexportentry/
curl https://operate-api.essensys.tech/api/1.0/financialexportentry/ \
-H 'Authorization: Bearer gAA...X-w'
PUT (Minimum and Full) JSON Body
{
"financialexportentrys": [
{
"exported": "True",
"financialexport": "Item from list",
"financialexportentryid": "",
"entryname": "",
"resulttext": "",
"transactionid": "1,2345",
"transactionvalue": "£0.00"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| exported | boolean | ||
| financialexport | |||
| financialexportentryid | |||
| entryname | |||
| resulttext | |||
| transactionid | |||
| transactionvalue | currency |
Financial Export Log
https://operate-api.essensys.tech/api/1.0/financialexportlog
GET https://operate-api.essensys.tech/api/1.0/financialexportlog/1
curl https://operate-api.essensys.tech/api/1.0/financialexportlog/1 \
-H 'Authorization: Bearer gAA...X-w'
{
"response": {
"id": "13f61937-3a07-4c45-a4f6-f9a9384fdbd3",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 11:08:15",
"financialexportlogs": [
{
"row_num": "1",
"appname": "financialexport.xero.hubcreate.com",
"outputvalue_appname": "financialexport.xero.hubcreate.com",
"createdby": "Ben Smith",
"outputvalue_createdby": "Ben Smith",
"creationdate": "2017-02-15T11:00:46+00:00",
"outputvalue_creationdate": "2017-02-15T11:00:46+00:00",
"financialexportid": "1",
"outputvalue_financialexportid": "1",
"financialexportname": "Financial Export for booked transactions dated between 01/02/2017 and 28/02/2017",
"outputvalue_financialexportname": "Financial Export for booked transactions dated between 01/02/2017 and 28/02/2017",
"organization": "1",
"outputvalue_organization": "essensys Ltd",
"updatedate": "2017-02-15T11:00:46+00:00",
"outputvalue_updatedate": "2017-02-15T11:00:46+00:00",
"updatedby": "Ben Smith",
"outputvalue_updatedby": "Ben Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| appname | string | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| financialexportid | int | Reference to the Financial Export Log | |
| financialexportname | string | ||
| organization | int | organizationid from Organization | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Guest Access History
https://operate-api.essensys.tech/api/1.0/guestvisits
A list of all access information associated to a guest Contact.
Access History also uses a contactvisitid but are different records. contactvisitid is not referenced by any other Items.
GET https://operate-api.essensys.tech/api/1.0/guestvisits/1
{
"response": {
"id": "043660f5-d42e-43e5-90e6-f4507277eeeb",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 11:13:41",
"guestvisitss": [
{
"row_num": "1",
"checkintype": "hubVisitor - Aldgate Tower",
"outputvalue_checkintype": "hubVisitor - Aldgate Tower",
"contactvisitid": "1",
"outputvalue_contactvisitid": "1",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2015-08-06T06:30:32+00:00",
"outputvalue_creationdate": "2015-08-06T06:30:32+00:00",
"duration": "11h56m",
"outputvalue_duration": "11h56m",
"guestname": "Mari-Elena Smith",
"outputvalue_guestname": "Mari-Elena Smith",
"timecheckedin": "2015-07-27T12:04:25+00:00",
"outputvalue_timecheckedin": "2015-07-27T12:04:25+00:00",
"timecheckedout": "2015-07-28T00:00:00+00:00",
"outputvalue_timecheckedout": "2015-07-28T00:00:00+00:00",
"trackingdate": "2015-07-27T00:00:00+00:00",
"outputvalue_trackingdate": "2015-07-27T00:00:00+00:00",
"updatedate": "2015-08-06T06:30:32+00:00",
"outputvalue_updatedate": "2015-08-06T06:30:32+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| checkintype | string | ||
| contactvisitid | int | Reference to Guest Access History | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| duration | string | NNhNNm | |
| guestname | string | ||
| timecheckedin | date | ||
| timecheckedout | date | ||
| trackingdate | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Industry
https://operate-api.essensys.tech/api/1.0/industry
GET https://operate-api.essensys.tech/api/1.0/industry/45
{
"response": {
"id": "925808b8-ffe4-4544-9fa6-77dc91f9e189",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/07/2017 10:27:51",
"industrys": [
{
"row_num": "1",
"creationdate": "2009-02-04T16:26:28+00:00",
"outputvalue_creationdate": "2009-02-04T16:26:28+00:00",
"industry": "Accounting",
"outputvalue_industry": "Accounting",
"industryid": "45",
"outputvalue_industryid": "45",
"updatedate": "2009-02-04T16:26:28+00:00",
"outputvalue_updatedate": "2009-02-04T16:26:28+00:00"
}
],
"totalCount": "1"
}
}
PUT (minimum) JSON Body
{
"industrys": [
{
"industry": "",
}
]
}
PUT (full) JSON Body
{
"industrys": [
{
"industry": "",
"industryid": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| industry | string | ||
| industryid | int | Reference to the Industry | |
| updatedate | date |
Location Brand
https://operate-api.essensys.tech/api/1.0/onlineplanssite
GET https://operate-api.essensys.tech/api/1.0/onlineplanssite
PUT (Minimum) JSON Body
{
"onlineplanssites": [
{
"locationbrandname": "",
"locationbrandid": "",
"locationtextid": ""
}
]
}
PUT (Full) JSON Body
{
"onlineplanssites": [
{
"locationbrandname": "",
"locationtext": {
"strong": "html"
},
"locationbrandid": "",
"locationtextid": "",
"region": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| locationbrandname | string | 255 | |
| locationbrandid | |||
| locationtextid | |||
| region | string | 255 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Note
https://operate-api.essensys.tech/api/1.0/note
Allows adding more information on records when there is no dedicated field.
GET https://operate-api.essensys.tech/api/1.0/note/105
{
"response": {
"id": "74eb1646-d84d-484e-9bc5-616bddf3dec5",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "15/07/2017 10:11:30",
"notes": [
{
"row_num": "1",
"accountid": "7",
"outputvalue_accountid": "UK Sales Team",
"comments": null,
"outputvalue_comments": null,
"contactid": "0",
"createdby": "Administrator",
"outputvalue_createdby": "Administrator",
"creationdate": "2016-07-12T15:54:06+00:00",
"outputvalue_creationdate": "2016-07-12T15:54:06+00:00",
"filename": null,
"outputvalue_filename": null,
"leadid": "7",
"outputvalue_leadid": "UK Sales Team",
"noteid": "105",
"outputvalue_noteid": "105",
"opportunityid": "13",
"outputvalue_opportunityid": "UK Sales Team",
"subject": "Stage changed to Checked In by Administrator",
"outputvalue_subject": "Stage changed to Checked In by Administrator",
"updatedate": "2016-07-12T15:54:06+00:00",
"outputvalue_updatedate": "2016-07-12T15:54:06+00:00",
"updatedby": "Administrator",
"outputvalue_updatedby": "Administrator"
}
],
"totalCount": "1"
}
}
PUT (minimum) JSON Body
{
"notes": [
{
"comments": {
"strong": "html"
},
"subject": ""
}
]
}
PUT (full) JSON Body
{
"notes": [
{
"accountid": "Item from list",
"comments": {
"strong": "html"
},
"contactid": "Item from list",
"filename": "",
"leadid": "Item from list",
"licenceid": "Item from list",
"opportunityid": "Item from list",
"quoteid": "Item from list",
"subject": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountid | int | accountid from Account | |
| comments | object | ||
| contactid | int | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| filename | |||
| leadid | int | leadid from Lead |
Online Plan
https://operate-api.essensys.tech/api/1.0/onlineplan
Provides pricing plans for products and services sold via Operate.
GET https://operate-api.essensys.tech/api/1.0/onlineplan
{
"response": {
"id": "43dcaa62-a1b8-4d31-b178-534f23e2432b",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 14:06:23",
"onlineplans": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-27T14:06:18+00:00",
"outputvalue_creationdate": "2017-07-27T14:06:18+00:00",
"onlineplanlink": "<a href='{portalurl}/portal/onlineplans/onlineplans.aspx?onlineplan=1' target='new'>Preview Plan</a>",
"outputvalue_onlineplanlink": "<a href='{portalurl}/portal/onlineplans/onlineplans.aspx?onlineplan=1' target='new'>Preview Plan</a>",
"onlineplanname": "New Plan 27",
"outputvalue_onlineplanname": "New Plan 27",
"onlineplanid": "1",
"outputvalue_onlineplanid": "1",
"plantype": "General",
"outputvalue_plantype": "General",
"updatedate": "2017-07-27T14:06:18+00:00",
"outputvalue_updatedate": "2017-07-27T14:06:18+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"onlineplans": [
{
"onlineplanname": "Darren"
}
]
}
PUT (Full) JSON Body
{
"onlineplans": [
{
"choosepackagetext": {
"strong": "html"
},
"choosepackagetitle": "",
"description": "This is very long text which can go over multiple lines",
"onlineplanname": "",
"plantype": "Selected item",
"selectlocationtext": {
"strong": "html"
},
"selectalocationtitle": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| choosepackagetext | string | ||
| choosepackagetitle | string | 255 | |
| createdby | string | 255 | fullname from User |
| description | string | 32767 | |
| onlineplanlink | string | 255 | |
| onlineplanname | string | 255 | |
| onlineplanid | int | Reference to the Online Plan | |
| plantype | string | “General”, “Membership” | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Online Transaction
https://operate-api.essensys.tech/api/1.0/portaltransactions
An Online Transaction is referenced by paymenttransactionid.
PUT (Minimum) JSON Body
{
"portaltransactionss": [
{
"paymenttransactionname": "",
"paymenttransactionid": ""
}
]
}
PUT (Full) JSON Body
{
"portaltransactionss": [
{
"amount": "£0.00",
"description": "",
"email": "darren@domain.com",
"firstname": "Darren",
"lastname": "Smith",
"paymenttransactionname": "",
"paymenttransactionid": "",
"status": "Selected item",
"telephone": "+44 845 303 1000",
"title": "",
"transactiondate": "22/10/2013 12:23"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| amount | currency | ||
| description | string | 255 | |
| string | |||
| firstname | string | 255 | |
| lastname | string | 255 | |
| paymenttransactionname | string | 255 | |
| paymenttransactionid | int | Reference to the Online Transaction | |
| status | int | 0 Success, 1 Incomplete, 2 Completed, 3 Failed, 4 Cancelled, 5 Declined, 6 Unknown Error, 7 Under Review. | |
| telephone | string | ||
| title | string | 255 | |
| transactiondate | date |
Promo Code
https://operate-api.essensys.tech/api/1.0/promocode
Allows adding discounts to a specific Product and applying them by using the Promo Code.
GET https://operate-api.essensys.tech/api/1.0/promocode/1
{
"response": {
"id": "65bdfc11-1107-4b1a-b074-1a226a4efc87",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 15:34:42",
"promocodes": [
{
"row_num": "1",
"promocodename": "10%OFF",
"outputvalue_promocodename": "10%OFF",
"createdby": "Mari-Elena Smith",
"outputvalue_createdby": "Mari-Elena Smith",
"creationdate": "2016-09-07T12:08:17+00:00",
"outputvalue_creationdate": "2016-09-07T12:08:17+00:00",
"description": "10% off for September ",
"outputvalue_description": "10% off for September",
"discountamt": "10",
"outputvalue_discountamt": "10",
"discountpercent": "0",
"outputvalue_discountpercent": "0",
"issued": "100",
"outputvalue_issued": "100",
"promocodeid": "1",
"outputvalue_promocodeid": "1",
"updatedate": "2016-09-07T12:08:17+00:00",
"outputvalue_updatedate": "2016-09-07T12:08:17+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin",
"startdate": "2016-09-01T00:00:00+00:00",
"outputvalue_startdate": "2016-09-01T00:00:00+00:00",
"expirydate": "2016-09-30T00:00:00+00:00",
"outputvalue_expirydate": "2016-09-30T00:00:00+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| description | string | ||
| discountamt | |||
| discountpercent | |||
| expirydate | date | ||
| issued | |||
| promocodeid | int | Reference to the Promo Code | |
| promocodename | string | ||
| startdate | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Property Types
https://operate-api.essensys.tech/api/1.0/propertytypes
GET https://operate-api.essensys.tech/api/1.0/propertytypes/606
{
"response": {
"id": "1baabc5a-6a85-42ba-99d0-bb7a922cfdf0",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 16:47:43",
"lookuppropertytypess": [
{
"row_num": "1",
"creationdate": "2011-01-15T17:34:42+00:00",
"outputvalue_creationdate": "2011-01-15T17:34:42+00:00",
"propertytype": "Leased",
"outputvalue_propertytype": "Leased",
"propertytypesid": "606",
"outputvalue_propertytypesid": "606",
"updatedate": "2011-01-15T17:34:42+00:00",
"outputvalue_updatedate": "2011-01-15T17:34:42+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| propertytype | string | ||
| propertytypesid | int | Reference to the Property Type | |
| updatedate | date |
Quality Of Space
https://operate-api.essensys.tech/api/1.0/qualityofspace
PUT (minimum & full) JSON Body
{
"qualityofspaces": [
{
"qualityofspaceid": "",
"qualityofspacename": "Darren Smith"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| qualityofspaceid | int | Reference to the Quality of Space | |
| qualityofspacename | string |
Record Type
https://operate-api.essensys.tech/api/1.0/recordtype
Definitions for types of records stored in the system, such as [Account, Lead, Contact, Email Campaign, Note, Location etc.
GET https://operate-api.essensys.tech/api/1.0/recordtype/1
{
"response": {
"id": "968439b0-f0bb-4048-88d6-390169f54efc",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 14:06:06",
"recordtypes": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2014-02-19T09:12:24+00:00",
"outputvalue_creationdate": "2014-02-19T09:12:24+00:00",
"recordtypename": "Account",
"outputvalue_recordtypename": "Account",
"recordtypeid": "1",
"outputvalue_recordtypeid": "1",
"updatedate": "2014-02-19T09:12:24+00:00",
"outputvalue_updatedate": "2014-02-19T09:12:24+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| recordtypeid | int | reference to the Record Type | |
| recordtypename | string | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Schedule Type
https://operate-api.essensys.tech/api/1.0/sheduletype
GET https://operate-api.essensys.tech/api/1.0/sheduletype/2
{
"response": {
"id": "f265d74f-e190-49b8-bb7a-b51899655099",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 16:53:24",
"scheduletypes": [
{
"row_num": "1",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2002-08-11T07:39:11+00:00",
"outputvalue_creationdate": "2002-08-11T07:39:11+00:00",
"interval": "m",
"outputvalue_interval": "m",
"intervalnumber": "1",
"outputvalue_intervalnumber": "1",
"noofdays": "0",
"outputvalue_noofdays": "0",
"noofmonths": "1",
"outputvalue_noofmonths": "1",
"scheduletypeid": "2",
"outputvalue_scheduletypeid": "2",
"scheduletypename": "Monthly",
"outputvalue_scheduletypename": "Monthly",
"sortorder": "2",
"outputvalue_sortorder": "2",
"updatedate": "2005-06-06T16:20:05+00:00",
"outputvalue_updatedate": "2005-06-06T16:20:05+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| interval | |||
| intervalnumber | |||
| noofdays | |||
| noofmonths | |||
| scheduletypeid | int | Reference to the Schedule Type | |
| scheduletypename | string | ||
| sortorder | int | ||
| updatedate | date |
Security Group
https://operate-api.essensys.tech/api/1.0/securitygroup
Security Groups set access permissions to Operate Users. All users within the group will have the same permissions unless otherwise set on their individual Profiles.
GET https://operate-api.essensys.tech/api/1.0/securitygroup/6
{
"response": {
"id": "c71c90ab-fdb0-409c-9839-b524779db72e",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 14:38:13",
"securitygroups": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2015-08-06T06:25:48+00:00",
"outputvalue_creationdate": "2015-08-06T06:25:48+00:00",
"securitygroupname": "Sales Administrator",
"outputvalue_securitygroupname": "Sales Administrator",
"securitygroupid": "6",
"outputvalue_securitygroupid": "6",
"updatedate": "2005-06-06T16:20:10+00:00",
"outputvalue_updatedate": "2005-06-06T16:20:10+00:00",
"updatedby": "sa",
"outputvalue_updatedby": "sa"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| securitygroupname | string | ||
| securitygroupid | int | Reference to the Security Group | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Setting
https://operate-api.essensys.tech/api/1.0/setting
GET https://operate-api.essensys.tech/api/1.0/setting
{
"response": {
"id": "7ca5178d-9c12-4999-b9ba-3f533281952c",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 15:47:16",
"settings": [
{
"row_num": "1",
"hide2ndpaymentdefault": "false",
"outputvalue_hide2ndpaymentdefault": "false",
"accountidlength": "8",
"outputvalue_accountidlength": "8",
"accountidmandatory": "false",
"outputvalue_accountidmandatory": "false",
"accountsidbysite": "true",
"outputvalue_accountsidbysite": "true",
"acincludecontractservices": "false",
"outputvalue_acincludecontractservices": "false",
"acincludeoneoffcharges": "false",
"outputvalue_acincludeoneoffcharges": "false",
"acincluderent": "true",
"outputvalue_acincluderent": "true",
"adjustfinalprorata": "false",
"outputvalue_adjustfinalprorata": "false",
"agenttypemandatory": "false",
"outputvalue_agenttypemandatory": "false",
"allowduplicateaccountsid": "false",
"outputvalue_allowduplicateaccountsid": "false",
"allowscheduleoncheckin": "false",
"outputvalue_allowscheduleoncheckin": "false",
"amountmonthly": "false",
"outputvalue_amountmonthly": "false",
"amountyearly": "true",
"outputvalue_amountyearly": "true",
"approvalnoticeperiod": "3",
"outputvalue_approvalnoticeperiod": "3",
"approvalpricepercent": "10",
"outputvalue_approvalpricepercent": "10",
"askaboutworkstations": "false",
"outputvalue_askaboutworkstations": "false",
"askdd": "false",
"outputvalue_askdd": "false",
"attachmentspath": "z:\\CentreCharge\\Attachments",
"outputvalue_attachmentspath": "z:\\CentreCharge\\Attachments",
"attachreservationemails": "true",
"outputvalue_attachreservationemails": "true",
"autoddreference": "false",
"outputvalue_autoddreference": "false",
"autogenerateaccountsid": "true",
"outputvalue_autogenerateaccountsid": "true",
"autoinvoicedate": "false",
"outputvalue_autoinvoicedate": "false",
"autorentinvoice": "true",
"outputvalue_autorentinvoice": "true",
"autoupdateindustries": "true",
"outputvalue_autoupdateindustries": "true",
"availableunitsonly": "true",
"outputvalue_availableunitsonly": "true",
"billingportalurl": null,
"outputvalue_billingportalurl": null,
"billoldclients": "2",
"outputvalue_billoldclients": "2",
"blueboxftpport": "21",
"outputvalue_blueboxftpport": "21",
"blueboxftpsecure": "false",
"outputvalue_blueboxftpsecure": "false",
"bundleditems": "false",
"outputvalue_bundleditems": "false",
"calculatedeposit": "true",
"outputvalue_calculatedeposit": "true",
"canselectlicencedocuments": "true",
"outputvalue_canselectlicencedocuments": "true",
"canterminatetransferredlicences": "false",
"outputvalue_canterminatetransferredlicences": "false",
"changerecurringprices": "false",
"outputvalue_changerecurringprices": "false",
"contractedusebreakdates": "false",
"outputvalue_contractedusebreakdates": "false",
"contractservicesprorataonly": "false",
"outputvalue_contractservicesprorataonly": "false",
"contractvaluechanged": "false",
"outputvalue_contractvaluechanged": "false",
"contractvalueuser": "0",
"outputvalue_contractvalueuser": "0",
"createdby": "portal",
"outputvalue_createdby": "portal",
"creationdate": "2016-07-12T09:44:28+00:00",
"outputvalue_creationdate": "2016-07-12T09:44:28+00:00",
"creditlimitequalsdeposit": "true",
"outputvalue_creditlimitequalsdeposit": "true",
"defaultopportunityclassification": "No Default Selected",
"outputvalue_defaultopportunityclassification": "No Default Selected",
"depositcalculation": "HighestPrice * 2",
"outputvalue_depositcalculation": "HighestPrice * 2",
"disable1partpayment": "true",
"outputvalue_disable1partpayment": "true",
"disableanniversary": "true",
"outputvalue_disableanniversary": "true",
"disablecreditsoninvoices": "true",
"outputvalue_disablecreditsoninvoices": "true",
"disablegettingstarted": "true",
"outputvalue_disablegettingstarted": "true",
"disablepartpayment1": "false",
"outputvalue_disablepartpayment1": "false",
"disablepartpaymentonly": "false",
"outputvalue_disablepartpaymentonly": "false",
"donotautoroll": "false",
"outputvalue_donotautoroll": "false",
"emailexpiredlicencerenewal": "false",
"outputvalue_emailexpiredlicencerenewal": "false",
"emailinvoices": "true",
"outputvalue_emailinvoices": "true",
"emailmandatory": "false",
"outputvalue_emailmandatory": "false",
"emailtransfercredits": "false",
"outputvalue_emailtransfercredits": "false",
"enableadvancedbilling": "false",
"outputvalue_enableadvancedbilling": "false",
"enablebilldays": "false",
"outputvalue_enablebilldays": "false",
"enablechecklist": "true",
"outputvalue_enablechecklist": "true",
"enableft": "true",
"outputvalue_enableft": "true",
"enablegroupaccounts": "false",
"outputvalue_enablegroupaccounts": "false",
"enableintercentrebilling": "false",
"outputvalue_enableintercentrebilling": "false",
"enableitbundles": "false",
"outputvalue_enableitbundles": "false",
"enablelicenceagreementprocess": "false",
"outputvalue_enablelicenceagreementprocess": "false",
"enablelistpricediscounts": "true",
"outputvalue_enablelistpricediscounts": "true",
"enablemovements": "true",
"outputvalue_enablemovements": "true",
"enableonlinebilling": "false",
"outputvalue_enableonlinebilling": "false",
"enableparkingspaces": "false",
"outputvalue_enableparkingspaces": "false",
"enablesurety": "false",
"outputvalue_enablesurety": "false",
"enablewithholdingtax": "false",
"outputvalue_enablewithholdingtax": "false",
"excludedservices": null,
"outputvalue_excludedservices": null,
"expiredlicencerenewalemail": "0",
"outputvalue_expiredlicencerenewalemail": "0",
"financialmonth": "4",
"outputvalue_financialmonth": "4",
"financialyear": "2009",
"outputvalue_financialyear": "2009",
"givenoticeemail": null,
"outputvalue_givenoticeemail": null,
"hideagreementtypes": "true",
"outputvalue_hideagreementtypes": "true",
"hidelicenceagents": "false",
"outputvalue_hidelicenceagents": "false",
"hidelicencecomments": "false",
"outputvalue_hidelicencecomments": "false",
"hidelicencehistory": "false",
"outputvalue_hidelicencehistory": "false",
"hidelicencesigned": "false",
"outputvalue_hidelicencesigned": "false",
"hidenotesonbookingform": "false",
"outputvalue_hidenotesonbookingform": "false",
"hidenoticetobreak": "false",
"outputvalue_hidenoticetobreak": "false",
"hideprobability": "true",
"outputvalue_hideprobability": "true",
"hiderenewalsuplifts": "false",
"outputvalue_hiderenewalsuplifts": "false",
"importsmtppassword": "RJmet1ss",
"outputvalue_importsmtppassword": "RJmet1ss",
"importsmtpserver": "smtp.emailsrvr.com",
"outputvalue_importsmtpserver": "smtp.emailsrvr.com",
"importsmtpusername": "data@rjmetis.com",
"outputvalue_importsmtpusername": "data@rjmetis.com",
"includedservices": null,
"outputvalue_includedservices": null,
"includeitemisedbill": "true",
"outputvalue_includeitemisedbill": "true",
"industrymandatory": "false",
"outputvalue_industrymandatory": "false",
"initialinvoice": "1",
"outputvalue_initialinvoice": "1",
"invoiceemailformat": "0",
"outputvalue_invoiceemailformat": "0",
"invoicenowrent": "1",
"outputvalue_invoicenowrent": "1",
"invoicenowservice": "1",
"outputvalue_invoicenowservice": "1",
"invoicenowvirtual": "1",
"outputvalue_invoicenowvirtual": "1",
"itemailaddress": null,
"outputvalue_itemailaddress": null,
"licenceagreementidprefix": null,
"outputvalue_licenceagreementidprefix": null,
"licencefeesonly": "true",
"outputvalue_licencefeesonly": "true",
"licencehide2ndprorata": "false",
"outputvalue_licencehide2ndprorata": "false",
"licencehideanniversary": "false",
"outputvalue_licencehideanniversary": "false",
"licencehidebankdetails": "true",
"outputvalue_licencehidebankdetails": "true",
"licencehidevat": "true",
"outputvalue_licencehidevat": "true",
"location": "0",
"mailtype": "2",
"outputvalue_mailtype": "2",
"mandatorychecklist": "false",
"outputvalue_mandatorychecklist": "false",
"mandatoryleadsite": "false",
"outputvalue_mandatoryleadsite": "false",
"mandatoryleadstatus": "false",
"outputvalue_mandatoryleadstatus": "false",
"mandatorynotice": "false",
"outputvalue_mandatorynotice": "false",
"mandatoryopportunitynoticeperiod": "false",
"outputvalue_mandatoryopportunitynoticeperiod": "false",
"mandatoryopportunityowner": "false",
"outputvalue_mandatoryopportunityowner": "false",
"mandatoryopportunitytype": "false",
"outputvalue_mandatoryopportunitytype": "false",
"meetingroomclassification": null,
"outputvalue_meetingroomclassification": null,
"mergeaccountinfo": "false",
"outputvalue_mergeaccountinfo": "false",
"msgbody": "Dear <FirstName>,\r<br />\r<br />Please find attached your invoice.\r<br />\r<br />Should you have any questions please email essensys Accounts on accounts@domain.tech \r<br />\r<br />Thank You\r<br />\r<br />",
"outputvalue_msgbody": "Dear <FirstName>,\r<br />\r<br />Please find attached your invoice.\r<br />\r<br />Should you have any questions please email essensys Accounts on accounts@domain.tech \r<br />\r<br />Thank You\r<br />\r<br />",
"msgsubject": "Invoice <Invoice Number> dated <Invoice Date> for <Client Name>",
"outputvalue_msgsubject": "Invoice <Invoice Number> dated <Invoice Date> for <Client Name>",
"ngpreview": "false",
"outputvalue_ngpreview": "false",
"nominalwarning": "true",
"outputvalue_nominalwarning": "true",
"noticeapprovalemailaddress": null,
"outputvalue_noticeapprovalemailaddress": null,
"noticebackdated": "0",
"outputvalue_noticebackdated": "0",
"noticemandatory": "false",
"outputvalue_noticemandatory": "false",
"noticeuserid": "1",
"outputvalue_noticeuserid": "1",
"onlysinglesiteselection": "false",
"outputvalue_onlysinglesiteselection": "false",
"partpayoninitinvoice": "false",
"outputvalue_partpayoninitinvoice": "false",
"prebillrunreportwarning": "false",
"outputvalue_prebillrunreportwarning": "false",
"previewemailedinvoices": "false",
"outputvalue_previewemailedinvoices": "false",
"previewinitialinvoice": "true",
"outputvalue_previewinitialinvoice": "true",
"priceapprovalemailaddress": null,
"outputvalue_priceapprovalemailaddress": null,
"pricinguserid": "1",
"outputvalue_pricinguserid": "1",
"printinvoices": "false",
"outputvalue_printinvoices": "false",
"promptcreatetask": "false",
"outputvalue_promptcreatetask": "false",
"proratasteps": "false",
"outputvalue_proratasteps": "false",
"recordtype": "0",
"remembertextsettings": "false",
"outputvalue_remembertextsettings": "false",
"removecreditsoncheckout": "false",
"outputvalue_removecreditsoncheckout": "false",
"renewaldonotbackfillschedule": "false",
"outputvalue_renewaldonotbackfillschedule": "false",
"rentincrease": "0",
"outputvalue_rentincrease": "0",
"reservationbody": null,
"outputvalue_reservationbody": null,
"reservationdisablequickclient": "false",
"outputvalue_reservationdisablequickclient": "false",
"reservationfullday": "480",
"outputvalue_reservationfullday": "480",
"reservationhalfday": "240",
"outputvalue_reservationhalfday": "240",
"reservationsubject": null,
"outputvalue_reservationsubject": null,
"revaccformat": null,
"outputvalue_revaccformat": null,
"reverseshortcodes": "false",
"outputvalue_reverseshortcodes": "false",
"rollforwardsteppeddiscounts": "true",
"outputvalue_rollforwardsteppeddiscounts": "true",
"roundprorata": "false",
"outputvalue_roundprorata": "false",
"samelocation": "true",
"outputvalue_samelocation": "true",
"selectanniversary": "false",
"outputvalue_selectanniversary": "false",
"sendtooutlook": "true",
"outputvalue_sendtooutlook": "true",
"separatedepositinvoice": "false",
"outputvalue_separatedepositinvoice": "false",
"separateproratainvoice": "false",
"outputvalue_separateproratainvoice": "false",
"separaterentserviceinvoice": "false",
"outputvalue_separaterentserviceinvoice": "false",
"servicedepositcalculation": "0",
"outputvalue_servicedepositcalculation": "0",
"serviceincrease": "0",
"outputvalue_serviceincrease": "0",
"settingid": "1",
"outputvalue_settingid": "1",
"settingname": "All Locations",
"outputvalue_settingname": "All Locations",
"setupmode": "false",
"outputvalue_setupmode": "false",
"setupwizardcomplete": "true",
"outputvalue_setupwizardcomplete": "true",
"shownewdashboard": "false",
"outputvalue_shownewdashboard": "false",
"showitemshortcodes": "false",
"outputvalue_showitemshortcodes": "false",
"showlicencesseparately": "true",
"outputvalue_showlicencesseparately": "true",
"showwatermark": "true",
"outputvalue_showwatermark": "true",
"sitelevelcurrency": "false",
"outputvalue_sitelevelcurrency": "false",
"smsgateway": "http://sms.domain.com",
"outputvalue_smsgateway": "http://sms.domain.com",
"smspassword": "",
"outputvalue_smspassword": "",
"smsusername": "",
"outputvalue_smsusername": "",
"smtppassword": "",
"outputvalue_smtppassword": "",
"smtpserver": "ad02.domain.com",
"outputvalue_smtpserver": "ad02.domain.com",
"smtpusername": "name@domain.com",
"outputvalue_smtpusername": "name@domain.com",
"specifytofrom": "false",
"outputvalue_specifytofrom": "false",
"termlicenceendofmonth": "false",
"outputvalue_termlicenceendofmonth": "false",
"tickupliftbydefault": "false",
"outputvalue_tickupliftbydefault": "false",
"timebased": "false",
"outputvalue_timebased": "false",
"transferbetweensites": "false",
"outputvalue_transferbetweensites": "false",
"transfercreditsuser": "0",
"outputvalue_transfercreditsuser": "0",
"uniqueddref": "true",
"outputvalue_uniqueddref": "true",
"untickinvoicedate": "true",
"outputvalue_untickinvoicedate": "true",
"updatedate": "2017-07-26T16:04:04+00:00",
"outputvalue_updatedate": "2017-07-26T16:04:04+00:00",
"updatedby": "Nojan Smith",
"outputvalue_updatedby": "Nojan Smith",
"updateoldlistprices": "true",
"outputvalue_updateoldlistprices": "true",
"usealphaids": "true",
"outputvalue_usealphaids": "true",
"usebillingcutoffs": "false",
"outputvalue_usebillingcutoffs": "false",
"useccnotdept": "false",
"outputvalue_useccnotdept": "false",
"useclientref": "false",
"outputvalue_useclientref": "false",
"useinvoicenumbers": "false",
"outputvalue_useinvoicenumbers": "false",
"useitemref": "true",
"outputvalue_useitemref": "true",
"usesquaremetres": "false",
"outputvalue_usesquaremetres": "false",
"virtualdepositcalculation": "HighestPrice * 1",
"outputvalue_virtualdepositcalculation": "HighestPrice * 1",
"virtualincrease": "0",
"outputvalue_virtualincrease": "0",
"weeklynoticeperiod": "false",
"outputvalue_weeklynoticeperiod": "false",
"workingdaysonly": "false",
"outputvalue_workingdaysonly": "false",
"yearlyprorata": "true",
"outputvalue_yearlyprorata": "true"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountsidbysite | boolean | ||
| accountidlength | |||
| accountidmandatory | boolean | ||
| acincludecontractservices | boolean | ||
| acincludeoneoffcharges | boolean | ||
| acincluderent | boolean | ||
| adjustfinalprorata | boolean | ||
| agenttypemandatory | boolean | ||
| allowduplicateaccountsid | boolean | ||
| allowscheduleoncheckin | boolean | ||
| amountmonthly | boolean | ||
| amountyearly | boolean | ||
| approvalnoticeperiod | boolean | ||
| approvalpricepercent | |||
| askaboutworkstations | boolean | ||
| askdd | boolean | ||
| attachmentspath | string | ||
| attachreservationemails | boolean | ||
| autoddreference | boolean | ||
| autogenerateaccountsid | boolean | ||
| autoinvoicedate | boolean | ||
| autorentinvoice | boolean | ||
| autoupdateindustries | boolean | ||
| availableunitsonly | boolean | ||
| billingportalurl | |||
| billoldclients | |||
| blueboxftpport | |||
| blueboxftpsecure | boolean | ||
| bundleditems | boolean | ||
| calculatedeposit | boolean | ||
| canselectlicencedocuments | boolean | ||
| canterminatetransferredlicences | boolean | ||
| changerecurringprices | boolean | ||
| contractedusebreakdates | boolean | ||
| contractservicesprorataonly | boolean | ||
| contractvaluechanged | boolean | ||
| contractvalueuser | |||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| creditlimitequalsdeposit | boolean | ||
| defaultopportunityclassification | string | ||
| depositcalculation | string | ||
| disable1partpayment | boolean | ||
| disableanniversary | boolean | ||
| disablecreditsoninvoices | boolean | ||
| disablegettingstarted | boolean | ||
| disablepartpayment1 | boolean | ||
| disablepartpaymentonly | boolean | ||
| donotautoroll | boolean | ||
| emailexpiredlicencerenewal | boolean | ||
| emailinvoices | boolean | ||
| emailmandatory | boolean | ||
| emailtransfercredits | boolean | ||
| enableadvancedbilling | boolean | ||
| enablebilldays | boolean | ||
| enablechecklist | boolean | ||
| enableft | boolean | ||
| enablegroupaccounts | boolean | ||
| enableintercentrebilling | boolean | ||
| enableitbundles | boolean | ||
| enablelicenceagreementprocess | boolean | ||
| enablelistpricediscounts | boolean | ||
| enablemovements | boolean | ||
| enableonlinebilling | boolean | ||
| enableparkingspaces | boolean | ||
| enablesurety | boolean | ||
| enablewithholdingtax | boolean | ||
| excludedservices | boolean | ||
| expiredlicencerenewalemail | boolean | ||
| financialmonth | int | ||
| financialyear | int | ||
| givenoticeemail | |||
| hideagreementtypes | boolean | ||
| hidelicenceagents | boolean | ||
| hidelicencecomments | boolean | ||
| hidelicencehistory | boolean | ||
| hidelicencesigned | boolean | ||
| hidenotesonbookingform | boolean | ||
| hidenoticetobreak | boolean | ||
| hideprobability | boolean | ||
| hiderenewalsuplifts | boolean | ||
| hide2ndpaymentdefault | boolean | ||
| importsmtppassword | string | ||
| importsmtpserver | string | ||
| importsmtpusername | string | ||
| includedservices | |||
| includeitemisedbill | boolean | ||
| industrymandatory | boolean | ||
| initialinvoice | |||
| invoiceemailformat | |||
| invoicenowrent | |||
| invoicenowservice | |||
| invoicenowvirtual | |||
| itemailaddress | |||
| licenceagreementidprefix | |||
| licencefeesonly | boolean | ||
| licencehide2ndprorata | boolean | ||
| licencehideanniversary | boolean | ||
| licencehidebankdetails | boolean | ||
| licencehidevat | boolean | ||
| location | |||
| mailtype | |||
| mandatorychecklist | boolean | ||
| mandatoryleadsite | boolean | ||
| mandatoryleadstatus | boolean | ||
| mandatorynotice | boolean | ||
| mandatoryopportunitynoticeperiod | boolean | ||
| mandatoryopportunityowner | boolean | ||
| mandatoryopportunitytype | boolean | ||
| meetingroomclassification | |||
| mergeaccountinfo | boolean | ||
| msgbody | string | ||
| msgsubject | string | ||
| ngpreview | boolean | ||
| nominalwarning | boolean | ||
| noticeapprovalemailaddress | |||
| noticebackdated | |||
| noticemandatory | boolean | ||
| noticeuserid | int | ||
| onlysinglesiteselection | boolean | ||
| partpayoninitinvoice | boolean | ||
| prebillrunreportwarning | boolean | ||
| previewemailedinvoices | boolean | ||
| previewinitialinvoice | boolean | ||
| priceapprovalemailaddress | |||
| pricinguserid | |||
| printinvoices | boolean | ||
| promptcreatetask | boolean | ||
| proratasteps | boolean | ||
| recordtype | |||
| remembertextsettings | boolean | ||
| removecreditsoncheckout | boolean | ||
| renewaldonotbackfillschedule | boolean | ||
| rentincrease | |||
| reservationbody | |||
| reservationdisablequickclient | boolean | ||
| reservationfullday | |||
| reservationhalfday | |||
| reservationsubject | |||
| revaccformat | |||
| reverseshortcodes | boolean | ||
| rollforwardsteppeddiscounts | boolean | ||
| roundprorata | boolean | ||
| samelocation | boolean | ||
| selectanniversary | boolean | ||
| sendtooutlook | boolean | ||
| separatedepositinvoice | boolean | ||
| separateproratainvoice | boolean | ||
| separaterentserviceinvoice | boolean | ||
| servicedepositcalculation | |||
| serviceincrease | |||
| settingid | |||
| settingname | string | ||
| setupmode | boolean | ||
| setupwizardcomplete | boolean | ||
| shownewdashboard | boolean | ||
| showitemshortcodes | boolean | ||
| showlicencesseparately | boolean | ||
| showwatermark | boolean | ||
| sitelevelcurrency | boolean | ||
| smsgateway | string | ||
| smspassword | string | ||
| smsusername | string | ||
| smtppassword | string | ||
| smtpserver | string | ||
| smtpusername | string | ||
| specifytofrom | boolean | ||
| termlicenceendofmonth | boolean | ||
| tickupliftbydefault | boolean | ||
| timebased | boolean | ||
| transferbetweensites | boolean | ||
| transfercreditsuser | |||
| uniqueddref | boolean | ||
| untickinvoicedate | boolean | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| updateoldlistprices | boolean | ||
| usealphaids | boolean | ||
| usebillingcutoffs | boolean | ||
| useccnotdept | boolean | ||
| useclientref | boolean | ||
| useinvoicenumbers | boolean | ||
| useitemref | boolean | ||
| usesquaremetres | boolean | ||
| virtualdepositcalculation | string | ||
| virtualincrease | |||
| weeklynoticeperiod | boolean | ||
| workingdaysonly | boolean | ||
| yearlyprorata | boolean |
Setup Checklist
https://operate-api.essensys.tech/api/1.0/setupchecklist
GET https://operate-api.essensys.tech/api/1.0/setupchecklist/1
{
"response": {
"id": "eaf9529b-80d5-4fcb-801a-b2731f9b8c53",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 15:01:20",
"setupchecklists": [
{
"row_num": "1",
"complete": "true",
"outputvalue_complete": "true",
"createdby": "WIN-45DBE2MCEUP\\Administrator",
"outputvalue_createdby": "WIN-45DBE2MCEUP\\Administrator",
"creationdate": "2017-05-31T15:22:55+00:00",
"outputvalue_creationdate": "2017-05-31T15:22:55+00:00",
"description": "<p>You have already set up your organization, now add your company logo.</p>",
"outputvalue_description": "<p>You have already set up your organization, now add your company logo.</p>",
"editbuttontext": "Edit Organization",
"outputvalue_editbuttontext": "Edit Organization",
"checklistgroup": "Organization & Location",
"outputvalue_checklistgroup": "Organization & Location",
"iconurl": "icon-Office-2",
"outputvalue_iconurl": "icon-Office-2",
"linkto": "/SPACECONTROL/mod/200/Organization",
"outputvalue_linkto": "/SPACECONTROL/mod/200/Organization",
"moreinfo": "",
"outputvalue_moreinfo": "",
"notrightnow": "false",
"outputvalue_notrightnow": "false",
"setupchecklistid": "1",
"outputvalue_setupchecklistid": "1",
"sortorder": "0",
"outputvalue_sortorder": "0",
"spa": "true",
"outputvalue_spa": "true",
"subject": "Organization",
"outputvalue_subject": "Organization",
"subtitle": "Add more information",
"outputvalue_subtitle": "Add more information",
"updatedate": "2017-05-31T15:22:55+00:00",
"outputvalue_updatedate": "2017-05-31T15:22:55+00:00",
"updatedby": "WIN-45DBE2MCEUP\\Administrator",
"outputvalue_updatedby": "WIN-45DBE2MCEUP\\Administrator"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"setupchecklists": [
{
"setupchecklistid": ""
}
]
}
PUT (full) JSON Body
{
"setupchecklists": [
{
"notrightnow": "True",
"setupchecklistid": "",
"spa": "True"
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| complete | boolean | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| description | string | ||
| editbuttontext | string | ||
| checklistgroup | string | ||
| iconurl | string | ||
| linkto | string | ||
| moreinfo | |||
| notrightnow | boolean | ||
| setupchecklistid | int | Reference to the Setup Checklist | |
| sortorder | |||
| spa | boolean | ||
| subject | string | ||
| subtitle | string | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Space Promoter
https://operate-api.essensys.tech/api/1.0/spacepromoter
This feature allows to publish meeting rooms to online meeting room aggregator websites.
GET https://operate-api.essensys.tech/api/1.0/spacepromoter/22
{
"response": {
"id": "3ab797a3-76a2-4239-89fc-c4145aa4e01c",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 16:20:55",
"spacepromoters": [
{
"row_num": "1",
"createdby": "sa",
"outputvalue_createdby": "sa",
"creationdate": "2014-05-16T08:50:30+00:00",
"outputvalue_creationdate": "2014-05-16T08:50:30+00:00",
"companylogourl": "/spacecontrol/v2/controls/getobjectimage.aspx?operator=Essensys&moduleid=330&fieldid=28064&itemid=22",
"output_companylogourl": "/spacecontrol/v2/controls/getobjectimage.aspx?operator=Essensys&moduleid=330&fieldid=28064&itemid=22",
"recordtype": "0",
"spacepromoterid": "22",
"outputvalue_spacepromoterid": "22",
"spacepromotername": "Meetingrooms.com",
"outputvalue_spacepromotername": "example.com",
"updatedate": "2017-05-31T09:37:15+00:00",
"outputvalue_updatedate": "2017-05-31T09:37:15+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| companylogourl | string | ||
| recordtype | int | recordtypeid from Record Type | |
| spacepromoterid | int | Reference to the Space Promoter | |
| spacepromotername | string | ||
| updatedby | string | 255 | fullname from User |
| updatedate | date |
Space Promoter Location
https://operate-api.essensys.tech/api/1.0/spacepromoterlocation
A location that is made available to online Meeting Room Aggregators via the Space Promoter feature.
GET https://operate-api.essensys.tech/api/1.0/spacepromoterlocation/5
{
"response": {
"id": "3ba17a65-c2c8-4265-a0dc-dee54615be76",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "20/07/2017 16:27:11",
"spacepromoterlocations": [
{
"row_num": "1",
"createdby": "Josephine Smith",
"outputvalue_createdby": "Josephine Smith",
"creationdate": "2017-03-07T18:07:01+00:00",
"outputvalue_creationdate": "2017-03-07T18:07:01+00:00",
"location": "1",
"outputvalue_location": "Aldgate Tower",
"promoter": "18",
"published": "false",
"outputvalue_published": "false",
"recordtype": "0",
"spacepromoterlocationid": "5",
"outputvalue_spacepromoterlocationid": "5",
"updatedate": "2017-03-10T13:36:05+00:00",
"outputvalue_updatedate": "2017-03-10T13:36:05+00:00",
"updatedby": "Josephine Smith",
"outputvalue_updatedby": "Josephine Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| location | int | locationid from Location | |
| promoter | int | ||
| published | boolean | ||
| recordtype | int | recordtypeid from Record Type | |
| spacepromoterlocationid | int | Reference to the Space Promoter Location | |
| updatedby | string | 255 | fullname from User |
| updatedate | date |
Tax Summary
https://operate-api.essensys.tech/api/1.0/taxsummary
GET https://operate-api.essensys.tech/api/1.0/taxsummary/0000101400005
{
"response": {
"id": "3e550b36-90e3-4e8c-9afd-64156776d320",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "27/07/2017 16:07:37",
"taxsummarys": [
{
"row_num": "1",
"createdby": "live",
"outputvalue_createdby": "live",
"creationdate": "2017-05-09T13:14:09+00:00",
"outputvalue_creationdate": "2017-05-09T13:14:09+00:00",
"creditnoteid": "1014",
"draftcreditnoteid": "1014",
"draftinvoiceid": "1014",
"invoiceid": "1014",
"recordtype": "0",
"taxrate": "0.2",
"outputvalue_taxrate": "20%",
"taxsummaryname": "20% Tax rate",
"outputvalue_taxsummaryname": "20% Tax rate",
"taxsummaryid": "0000101400005",
"outputvalue_taxsummaryid": "0000101400005",
"taxtotal": "0.16000000000000003",
"outputvalue_taxtotal": "0.16000000000000003",
"updatedate": "2017-05-09T13:14:09+00:00",
"outputvalue_updatedate": "2017-05-09T13:14:09+00:00",
"updatedby": "live",
"outputvalue_updatedby": "live"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | ||
| creationdate | date | ||
| creditnoteid | int | ||
| draftinvoiceid | int | ||
| invoiceid | int | ||
| recordtype | int | ||
| taxrate | decimal | ||
| taxsummaryname | string | ||
| taxsummaryid | string | ||
| taxtotal | decimal | ||
| updatedate | date | ||
| updatedby | string |
Timezone
https://operate-api.essensys.tech/api/1.0/timezone
Details for all timezones.
Location references a timezoneid.
GET https://operate-api.essensys.tech/api/1.0/timezone/35
{
"response": {
"id": "93df668c-c530-492e-af1d-0c06f1ef0e2c",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 10:33:08",
"timezones": [
{
"row_num": "1",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2016-03-03T11:42:50+00:00",
"outputvalue_creationdate": "2016-03-03T11:42:50+00:00",
"timezoneid": "35",
"outputvalue_timezoneid": "35",
"timezonename": "(UTC) Dublin, Edinburgh, Lisbon, London",
"outputvalue_timezonename": "(UTC) Dublin, Edinburgh, Lisbon, London",
"timezneoffset": "0",
"outputvalue_timezneoffset": "0",
"updatedate": "2016-03-03T11:42:50+00:00",
"outputvalue_updatedate": "2016-03-03T11:42:50+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| timezoneid | int | reference to the timezone | |
| timezonename | string | description of the timezone | |
| timezneoffset | int | offset in minutes from UTC (negative for west, positive for east) | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Tour
https://operate-api.essensys.tech/api/1.0/tour
Allows users to manage the tours they organize at their Location. Reminders can be set and the tour status can be updated to track progress.
GET https://operate-api.essensys.tech/api/1.0/tour/156
{
"response": {
"id": "5b129092-e50d-430f-bb15-7bddf6437d79",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 13:36:46",
"tours": [
{
"row_num": "1",
"accountname": "62",
"outputvalue_accountname": "essensys",
"userid": "41",
"outputvalue_userid": "Darren Smith",
"comments": null,
"outputvalue_comments": null,
"contactid": "89",
"outputvalue_contactid": "Darren Smith",
"createdby": "Darren Smith",
"outputvalue_createdby": "Darren Smith",
"creationdate": "2017-01-19T13:28:58+00:00",
"outputvalue_creationdate": "2017-01-19T13:28:58+00:00",
"emailaddress": null,
"outputvalue_emailaddress": null,
"enddate": "2017-01-19T13:43:29+00:00",
"outputvalue_enddate": "2017-01-19T13:43:29+00:00",
"enddatetime": "2017-01-19T13:43:29+00:00",
"outputvalue_enddatetime": "2017-01-19T13:43:29+00:00",
"endtime": "2017-01-19T13:43:29+00:00",
"outputvalue_endtime": "2017-01-19T13:43:29+00:00",
"islead": "0",
"outputvalue_islead": "0",
"address_id": "62",
"outputvalue_address_id": "essensys",
"locationname": "1",
"outputvalue_locationname": "Aldgate Tower",
"mobilecellno": "+447834438486",
"outputvalue_mobilecellno": "+447834438486",
"priority": "-2",
"outputvalue_priority": "High",
"recordtype": "7",
"relatedto": "Darren",
"outputvalue_relatedto": "Darren",
"reminder": "false",
"outputvalue_reminder": "false",
"reminderminutes": "0",
"outputvalue_reminderminutes": "0",
"sendconfirmation": "false",
"outputvalue_sendconfirmation": "false",
"sendtooutlook": "false",
"outputvalue_sendtooutlook": "false",
"startdate": "2017-01-19T13:28:29+00:00",
"outputvalue_startdate": "2017-01-19T13:28:29+00:00",
"startdatetime": "2017-01-19T13:28:29+00:00",
"outputvalue_startdatetime": "2017-01-19T13:28:29+00:00",
"starttime": "2017-01-19T13:28:29+00:00",
"outputvalue_starttime": "2017-01-19T13:28:29+00:00",
"status": "0",
"outputvalue_status": "Not Started",
"subject": "Tour",
"outputvalue_subject": "Tour",
"taskid": "156",
"outputvalue_taskid": "156",
"tasktypeid": "-4",
"outputvalue_tasktypeid": "Viewing",
"uid": "c28720d2-a11e-4753-bd11-df3ae5e6d13e",
"outputvalue_uid": "c28720d2-a11e-4753-bd11-df3ae5e6d13e",
"updatedate": "2017-01-19T13:28:58+00:00",
"outputvalue_updatedate": "2017-01-19T13:28:58+00:00",
"updatedby": "Darren Smith",
"outputvalue_updatedby": "Darren Smith"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| accountname | int | accountid from [Account(#account) | |
| comments | |||
| contactid | int | contactid from Contact | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| emailaddress | |||
| enddatetime | |||
| endtime | |||
| islead | |||
| address_id | |||
| locationname | int | locatonid from Location | |
| mobilecellno | |||
| priority | |||
| recordtype | int | recordtypeid from Record Type | |
| relatedto | |||
| reminder | boolean | ||
| reminderminutes | |||
| sendconfirmation | boolean | ||
| sendtooutlook | boolean | ||
| startdate | date | ||
| startdatetime | date | ||
| starttime | date | ||
| status | |||
| subject | string | ||
| taskid | int | Reference to the Tour | |
| tasktypeid | int | tasktypeid from Task Type | |
| uid | string | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| userid |
Towns
https://operate-api.essensys.tech/api/1.0/lookuptowns
GET https://operate-api.essensys.tech/api/1.0/lookuptowns/358
{
"response": {
"id": "d403c61c-f5a8-40de-ad19-b23ccd3cfdb5",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "25/07/2017 14:03:44",
"lookuptownss": [
{
"row_num": "1",
"creationdate": "2009-08-13T15:07:10+00:00",
"outputvalue_creationdate": "2009-08-13T15:07:10+00:00",
"town": "London",
"outputvalue_town": "London",
"townsid": "358",
"outputvalue_townsid": "358",
"updatedate": "2009-08-13T15:07:10+00:00",
"outputvalue_updatedate": "2009-08-13T15:07:10+00:00"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| creationdate | date | ||
| town | string | ||
| townsid | int | Reference to the Town | |
| updatedate | date |
Tracking Device
https://operate-api.essensys.tech/api/1.0/trackingdevice
GET https://operate-api.essensys.tech/api/1.0/trackingdevice/2
{
"response": {
"id": "7f925aa1-cc19-4137-9a2c-3cd9f116eb7a",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 17:07:26",
"trackingdevices": [
{
"row_num": "1",
"active": "true",
"outputvalue_active": "true",
"createdby": "admin",
"outputvalue_createdby": "admin",
"creationdate": "2016-10-18T16:32:33+00:00",
"outputvalue_creationdate": "2016-10-18T16:32:33+00:00",
"location": "4",
"outputvalue_location": "7th Avenue",
"trackingdevicename": "Reception Module - 7th Avenue",
"outputvalue_trackingdevicename": "Reception Module - 7th Avenue",
"trackingtype": "IN/OUT",
"outputvalue_trackingtype": "IN/OUT",
"trackingdeviceid": "2",
"outputvalue_trackingdeviceid": "2",
"uniquedeviceid": "ReceptionModule_4",
"outputvalue_uniquedeviceid": "ReceptionModule_4",
"updatedate": "2016-10-18T16:32:33+00:00",
"outputvalue_updatedate": "2016-10-18T16:32:33+00:00",
"updatedby": "admin",
"outputvalue_updatedby": "admin"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| active | boolean | ||
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| location | int | locationid from Location | |
| trackingdevicename | string | ||
| trackingtype | string | “IN/OUT” , “IN”, “OUT”, “LOCATED” | |
| trackingdeviceid | int | Reference to the Tracking Device | |
| uniquedeviceid | string | 20 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
Tracking Entries
https://operate-api.essensys.tech/api/1.0/trackingentries
GET https://operate-api.essensys.tech/api/1.0/trackingentries/8
{
"response": {
"id": "c79deae2-e844-4d51-b73c-421c1f2fe67f",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 17:03:20",
"trackingentriess": [
{
"row_num": "1",
"contact": "79",
"outputvalue_contact": "Ben Smith",
"contactid": "79",
"outputvalue_contactid": "79",
"createdby": "live",
"outputvalue_createdby": "live",
"creationdate": "2017-02-22T16:34:55+00:00",
"outputvalue_creationdate": "2017-02-22T16:34:55+00:00",
"deleted": "false",
"outputvalue_deleted": "false",
"guest": "false",
"outputvalue_guest": "false",
"trackingdeviceid": "2",
"outputvalue_trackingdeviceid": "Reception Module - 7th Avenue",
"trackingentriesname": "Ben Smith",
"outputvalue_trackingentriesname": "Ben Smith",
"trackingentriesid": "8",
"outputvalue_trackingentriesid": "8",
"trackingtype": "IN",
"outputvalue_trackingtype": "IN",
"updatedate": "2017-02-22T16:34:58+00:00",
"outputvalue_updatedate": "2017-02-22T16:34:58+00:00",
"updatedby": "live",
"outputvalue_updatedby": "live"
}
],
"totalCount": "1"
}
}
PUT (Minimum) JSON Body
{
"trackingentriess": [
{
"contact": "Item from list",
"contactid": "",
"guest": "True",
"guestcontact": "Item from list",
"trackingdeviceid": "Item from list",
"trackingentriesname": "",
"trackingentriesid": "",
"trackingtype": ""
}
]
}
PUT (Full) JSON Body
{
"trackingentriess": [
{
"contact": "Item from list",
"contactid": "",
"deleted": "True",
"guest": "True",
"guestcontact": "Item from list",
"macaddress": "",
"product": "Item from list",
"trackingdeviceid": "Item from list",
"trackingentriesname": "",
"trackingentriesid": "",
"trackingtype": ""
}
]
}
| Field | Type | Size | Description |
|---|---|---|---|
| contact | int | contactid from Contact | |
| contactid | int | contactid from Contact | |
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| deleted | boolean | ||
| guest | boolean | ||
| trackingdeviceid | int | trackingdeviceid from Tracking Device | |
| trackingentriesname | string | fullname from Contact | |
| trackingentriesid | int | reference to the tracking entry | |
| trackingtype | string | 20 | |
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
User
GET https://operate-api.essensys.tech/api/1.0/user
Users are your staff - they have their own login credentials, profiles and email signatures. Users have different permission levels which an Administrator can set.
Account, Activity History, Audit, Dashboard, Dashboard Stat, Licence, Organization, Setting, Task, Tour, User View and Workflow can reference a userid.
GET https://operate-api.essensys.tech/api/1.0/User/25
{
"response": {
"id": "0acc0360-3283-4651-a354-edacb0607f5e",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "12/07/2017 15:43:18",
"users": [
{
"row_num": "1",
"approvalpricepercent": "10",
"outputvalue_approvalpricepercent": "1000%",
"canapprovelicences": "false",
"outputvalue_canapprovelicences": "false",
"cancountersign": "false",
"outputvalue_cancountersign": "false",
"canseeprospects": "false",
"outputvalue_canseeprospects": "false",
"checklistdate": "2016-06-24T16:34:02+00:00",
"outputvalue_checklistdate": "2016-06-24T16:34:02+00:00",
"checklisttasks": "8",
"outputvalue_checklisttasks": "8",
"checklisttaskscomplete": "5",
"outputvalue_checklisttaskscomplete": "5",
"country": null,
"outputvalue_country": null,
"county": null,
"outputvalue_county": null,
"creationdate": "2016-09-30T14:24:11+00:00",
"outputvalue_creationdate": "2016-09-30T14:24:11+00:00",
"currencyid": "2",
"outputvalue_currencyid": "US Dollar",
"currencycode": "USD",
"outputvalue_currencycode": "USD",
"currentlocation": "0",
"outputvalue_currentlocation": "0",
"discontinued": "false",
"outputvalue_discontinued": "false",
"emailaddress": "amanda.smith@essensys.tech",
"outputvalue_emailaddress": "amanda.smith@essensys.tech",
"firstname": "Amanda",
"outputvalue_firstname": "Amanda",
"fullname": "Amanda Smith",
"outputvalue_fullname": "Amanda Smith",
"jeffenabled": "false",
"outputvalue_jeffenabled": "false",
"jeffusername": null,
"outputvalue_jeffusername": null,
"jobfunction": null,
"outputvalue_jobfunction": null,
"lastname": "Smith",
"outputvalue_lastname": "Smith",
"locationids": "4",
"outputvalue_locationids": "4",
"locations": "7th Avenue",
"outputvalue_locations": "7th Avenue",
"ntaccount": "amandasmith",
"outputvalue_ntaccount": "amandasmith",
"pictureurl": "/SPACECONTROL/v2/Themes/Clean/Images/Default/avatar.gif",
"output_pictureurl": "/SPACECONTROL/v2/Themes/Clean/Images/Default/avatar.gif",
"useraccesslevel": "Admin",
"outputvalue_useraccesslevel": "Admin",
"showchecklist": "false",
"outputvalue_showchecklist": "false",
"tier3": "false",
"outputvalue_tier3": "false",
"title": null,
"outputvalue_title": null,
"town": null,
"outputvalue_town": null,
"updatedate": "2016-09-30T14:24:11+00:00",
"outputvalue_updatedate": "2016-09-30T14:24:11+00:00",
"usergroup": null,
"outputvalue_usergroup": null,
"username": "amandasmith",
"outputvalue_username": "amandasmith",
"userid": "25",
"outputvalue_userid": "25"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| approvalpricepercent | int | ||
| canapprovelicences | boolean | ||
| cancountersign | boolean | ||
| canseeprospects | boolean | ||
| checklistdate | date | ||
| checklisttasks | int | ||
| checklisttaskscomplete | int | ||
| country | string | 255 | |
| county | string | 50 | |
| creationdate | date | ||
| currencyid | int | currencyid from Currency | |
| currencycode | string | currencycode from Currency | |
| currentlocation | |||
| discontinued | boolean | ||
| emailaddress | string | ||
| firstname | string | 30 | |
| fullname | string | 255 | |
| jeffenabled | boolean | ||
| jeffusername | string | 255 | |
| jobfunction | string | 30 | |
| lastname | string | ||
| locationids | int | locationid from Location | |
| locations | string | locationname from Location | |
| ntaccount | string | ||
| pictureurl | string | ||
| useraccesslevel | string | ||
| showchecklist | boolean | ||
| tier3 | boolean | ||
| title | string | 20 | |
| town | string | 50 | |
| updatedate | date | ||
| usergroup | string | 255 | |
| username | string | 255 | |
| userid | int | reference to the User |
Vendors
https://operate-api.essensys.tech/api/1.0/lookupvendors
Vendors sell products to your Organization so you can then provide them to your own customers.
GET https://operate-api.essensys.tech/api/1.0/lookupvendors
{
"response": {
"id": "60bcd518-72d7-48fe-a485-4fdb769717e4",
"status": "OK",
"providername": "Operate API",
"datetimeutc": "13/07/2017 12:39:15",
"lookupvendorss": [
{
"row_num": "1",
"createdby": "Paul Smith",
"outputvalue_createdby": "Paul Smith",
"creationdate": "2017-07-13T12:38:46+00:00",
"outputvalue_creationdate": "2017-07-13T12:38:46+00:00",
"updatedate": "2017-07-13T12:38:46+00:00",
"outputvalue_updatedate": "2017-07-13T12:38:46+00:00",
"updatedby": "Paul Smith",
"outputvalue_updatedby": "Paul Smith",
"vendor": "Darren Smith",
"outputvalue_vendor": "Darren Smith",
"vendorsid": "640",
"outputvalue_vendorsid": "640"
}
],
"totalCount": "1"
}
}
| Field | Type | Size | Description |
|---|---|---|---|
| createdby | string | 255 | fullname from User |
| creationdate | date | ||
| updatedate | date | ||
| updatedby | string | 255 | fullname from User |
| vendor | string | ||
| vendorsid | int | Reference to the Vendor |
Errors
| Error Code | Meaning |
|---|---|
| 400 | Bad Request |
| 401 | Unauthorized |
| 404 | Not Found |
| 500 | Internal Server Error |
| 503 | Service Unavailable |
2017-09-14 15:06