Soft1

Reference

The Soft1 Connector provides an API to work with Soft1 objects

This connector is available in the following products and regions:

Service	Class	Regions
Logic Apps	Standard	All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD)
Power Automate	Standard	All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)
Power Apps	Standard	All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD)

Contact
Name	Constantine Elias
Email	cfe@softone.gr

Connector Metadata
Publisher	SoftOne Technologies S.A
Website	https://www.softone.gr
Privacy policy	https://www.softone.gr/privacy-policy/
Categories	Business Management;Sales and CRM

The Soft1 Connector provides an API to work with Soft1 objects in order to create automated workflows between Soft1 applications and our favourite apps and services.

Prerequisites

To use this integration, you will need access to a Soft1 installation with Soft1 Microsoft Power Connector module enabled. To make a connection, select Sign In. You will be prompted to provide your Soft1 Serial Number, Username and Password. After the connection is created you're ready to start using this integration.

How to get credentials

To obtain credentials a web account must be configured with access to the Soft1 Microsoft Power Connector module - this account (Username and Password) and your installation serial number will be used for authentication by the Soft1 connector.

Getting started with your connector

Soft1 Connector provides four triggers :

* When a record is created or modified
* When a record is deleted
* When a record is modified
* When a record is created

Each trigger returns a key (id) of the specified of object that was created, modified or deleted, but not its data. In order to fetch the data of this object you have to use the corresponding Get Action filling the field "KEY" with the key returned by the trigger. For example, when a new customer is inserted in Soft1, our trigger "When a record is created" returns the key of the new record and then the Action "Get Customer" returns the customer's data.

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Get Cheque	Returns all data (or the selected ones from LOCATEINFO) of a record of an Cheque Object
Get Collections Document	Returns all data (or the selected ones from LOCATEINFO) of a record of a Collections Object.
Get Contact	Returns all data (or the selected ones from LOCATEINFO) of a record of a contact object
Get Customer	Returns all data (or the selected ones from LOCATEINFO) of a record of a Customer Object.
Get Draft entry	Returns all data (or the selected ones from LOCATEINFO) of a record of a Draft entry object
Get Email	Returns all data (or the selected ones from LOCATEINFO) of a record of a Email Object
Get Expenses	Returns all data (or the selected ones from LOCATEINFO) of a record of an Expense Object.
Get Expenses Document	Returns all data (or the selected ones from LOCATEINFO) of a record of an Expenses Object.
Get Item	Returns all data (or the selected ones from LOCATEINFO) of a record of an Item Object.
Get Meeting	Returns all data (or the selected ones from LOCATEINFO) of a record of a Meeting Object.
Get Payments Document	Returns all data (or the selected ones from LOCATEINFO) of a record of a Payment Object.
Get Project	Returns all data (or the selected ones from LOCATEINFO) of a record of a project object
Get Purchases Document	Returns all data (or the selected ones from LOCATEINFO) of a record of a Purchase Object.
Get Sales Document	Returns all data (or the selected ones from LOCATEINFO) of a record of a Sales Object.
Get Services	Returns all data (or the selected ones from LOCATEINFO) of a record of an Service Object.
Get Stock Document	Returns all data (or the selected ones from LOCATEINFO) of a record of a Stock Document Object.
Get Supplier	Returns all data (or the selected ones from LOCATEINFO) of a record of a Supplier Object.
Get System parameters	Returns parameters of the installation
Get Task	Returns all data (or the selected ones from LOCATEINFO) of a record of a Task Object.
Insert or Modify Cheque	Insert or Modify the data of a Cheque Object identified by a KEY (Cheque ID) . If the KEY is empty or missing a record is inserted.he data of a record in an Cheque Object identified by a KEY. If the KEY is empty or missing a record is inserted.
Insert or Modify Collections Document	Insert or Modify the data of a Collections document Object identified by a KEY (Document ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Contact	Insert or Modify the data of a Contact Object identified by a KEY (Contact ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Customer	Insert or Modify the data of a Customer Object identified by a KEY (Customer ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Draft entry	Insert or Modify the data of a Draft entry Object identified by a KEY (Draft entry ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Email	Insert or Modify the data of an Email Object identified by a KEY (Email ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Expenses	Insert or Modify the data of an Expense Object identified by a KEY (Expense ID) . If the KEY is empty or missing a record is inserted.he data of a record in an Expense Object identified by a KEY. If the KEY is empty or missing a record is inserted.
Insert or Modify Expenses Document	Insert or Modify the data of an Expenses document object identified by a KEY (Document ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Item	Insert or Modify the data of an Item Object identified by a KEY (Item ID) . If the KEY is empty or missing a record is inserted.he data of a record in an Item Object identified by a KEY. If the KEY is empty or missing a record is inserted.
Insert or Modify Meeting	Insert or Modify the data of a Meeting Object identified by a KEY (Meeting ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Payments Document	Insert or Modify the data of a Payments document Object identified by a KEY (Document ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Project	Insert or Modify the data of a Project Object identified by a KEY (Project ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Purchases Document	Insert or Modify the data of a Purchase document Object identified by a KEY (Document ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Sales Document	Insert or Modify the data of a Sales Document record, identified by a KEY. If the KEY is empty or missing, a new record will be created
Insert or Modify Service	Insert or Modify the data of a Service Object identified by a KEY (Service ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Stock Document	Insert or Modify the data of a Stock Document record, identified by a KEY. If the KEY is empty or missing, a new record will be created
Insert or Modify Supplier	Insert or Modify the data of a Supplier Object identified by a KEY (Supplier ID) . If the KEY is empty or missing a record is inserted.
Insert or Modify Task	Insert or Modify the data of a Task Object identified by a KEY (Task ID) . If the KEY is empty or missing a record is inserted.
Insert Remote Key	Insert third-party application ID to a Soft1 Object
Microservice	Makes a call to a Soft1 microservice. Insert request's body and web service's endpoint.

Get Cheque

Operation ID:: GetCheque

Returns all data (or the selected ones from LOCATEINFO) of a record of an Cheque Object

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify cheque's form
KEY	KEY	True	string	Insert a valid cheque record ID
LOCATEINFO	LOCATEINFO	True	string	Specify cheque's desired fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the cheque's record
Remote Key	remoteKey	string	Third party application ID
bank	data.CHEQUE.BANK	string	The cheque's bank
bank code	data.CHEQUE.BANK_BANK_CODE	string	The cheque's bank code
bank name	data.CHEQUE.BANK_BANK_NAME	string	The cheque's bank name
balance	data.CHEQUE.CHEQUEBAL	string	The cheque's balance
number	data.CHEQUE.CHEQUENUMBER	string	The cheque's number
state	data.CHEQUE.CHEQUESTATES	string	The cheque's state
value	data.CHEQUE.CHEQUEVAL	string	The cheque's value
company	data.CHEQUE.COMPANY	string	The cheque's company
issuer address	data.CHEQUE.CREATORADDR	string	The cheque's issuer address
issuer name	data.CHEQUE.CREATORNAME	string	The cheque's issuer name
issuer telephone	data.CHEQUE.CREATORPHONE	string	The cheque's issuer telephone
receipt date	data.CHEQUE.CRTDATE	string	The cheque's receipt date
issue date	data.CHEQUE.DATEOFS	string	The cheque's issue date
due date	data.CHEQUE.FINALDATE	date-time	The cheque's due date
holder address	data.CHEQUE.HOLDERADDR	string	The cheque's holder address
holder name	data.CHEQUE.HOLDERNAME	string	The cheque's holder name
issuer T.R.No	data.CHEQUE.PUBLISHERAFM	string	The cheque's issuer Tax Registration Number
comments	data.CHEQUE.REMARKS	string	The cheque's comments
series	data.CHEQUE.SERIES	string	The cheque's series
currency	data.CHEQUE.SOCURRENCY	string	The cheque's currency
holder code	data.CHEQUE.TRDRPOSSESSOR_TRDR_CODE	string	The cheque's holder code
issuer code	data.CHEQUE.TRDRPUBLISHER_TRDR_CODE	string	The cheque's issuer code
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Collections Document

Operation ID:: GetCFNCUSDOC

Returns all data (or the selected ones from LOCATEINFO) of a record of a Collections Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY	True	string	Insert a valid document record ID
LOCATEINFO	LOCATEINFO	True	string	Specify document's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the document record
Remote Key	remoteKey	string	Third party application ID
Credit cards	data.CARDLINES	array of object	Credit cards data array
No.	data.CARDLINES.CRDCARDNUM	string	The credit card's number
ID	data.CARDLINES.CREDITCARDS	string	The credit card's name and ID
line number	data.CARDLINES.LINENUM	string	The credit card's line number
line value	data.CARDLINES.LINEVAL	string	The credit card's line value
Cashes	data.CASHLINES	array of object	Cashes data array
line No.	data.CASHLINES.LINENUM	string	The cash's line number
line value	data.CASHLINES.LINEVAL	string	The cash's line value
currency	data.CASHLINES.SOCURRENCY	string	The cash's currency
collector	data.CFNCUSDOC.COLLECTOR	string	The document's collector ID
collector surname	data.CFNCUSDOC.COLLECTOR_PRSNIN_NAME2	string	The document's collector surname
company	data.CFNCUSDOC.COMPANY	string	The document's company name and ID
code	data.CFNCUSDOC.FINCODE	string	The document's code
project	data.CFNCUSDOC.PRJC	string	The document's project ID
project name	data.CFNCUSDOC.PRJC_PRJC_NAME	date-time	The document's project name
comments	data.CFNCUSDOC.REMARKS	string	Comments about the document
salesman	data.CFNCUSDOC.SALESMAN	string	The document's salesman ID
salesman surname	data.CFNCUSDOC.SALESMAN_PRSNIN_NAME2	string	The document's salesman surname
series	data.CFNCUSDOC.SERIES	string	The document's series
total	data.CFNCUSDOC.SUMAMNT	string	The document's total value
customer	data.CFNCUSDOC.TRDR	string	The document's customer ID
customer code	data.CFNCUSDOC.TRDR_TRDR_CODE	string	The document's customer code
customer name	data.CFNCUSDOC.TRDR_TRDR_NAME	string	The document's customer name
transaction date	data.CFNCUSDOC.TRNDATE	date-time	The document's transaction date
Cheque	data.CHEQUELINES	array of object	Cheques data array
due date	data.CHEQUELINES.CFINALDATE	date-time	CFINALDATE
code	data.CHEQUELINES.CODE	string	CODE
series	data.CHEQUELINES.CSERIES	string	CSERIES
line number	data.CHEQUELINES.LINENUM	string	LINENUM
line value	data.CHEQUELINES.LINEVAL	string	LINEVAL
transaction type	data.CHEQUELINES.TPRMS	string	TPRMS
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Contact

Operation ID:: GetContact

Returns all data (or the selected ones from LOCATEINFO) of a record of a contact object

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify contact's form
KEY	KEY	True	string	Insert a valid contact record ID
LOCATEINFO	LOCATEINFO	True	string	Specify document's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Brief caption of the contact record
Remote Key	remoteKey	string	Third party application ID
address	data.PRSNOUT.ADDRESS	string	The address of the contact
T.R.No	data.PRSNOUT.AFM	string	Tax Registration Number of the contact
geographical area	data.PRSNOUT.AREAS	string	The contact's geographical area ID and name
Date of birth	data.PRSNOUT.BIRTHDATE	string	The date of birth of the contact
branch	data.PRSNOUT.BRANCH	string	The contact's branch name and ID
city	data.PRSNOUT.CITY	string	The contact's city
code	data.PRSNOUT.CODE	string	The code of the contact
country	data.PRSNOUT.COUNTRY	string	The contact's country ID and name
district	data.PRSNOUT.DISTRICT	string	The location area of the contact
first email	data.PRSNOUT.EMAIL	string	The first email address of the contact
second email	data.PRSNOUT.EMAIL1	string	The second email address of the contact
fax	data.PRSNOUT.FAX	string	The fax number of the contact
ID card No	data.PRSNOUT.IDENTITYNUM	string	The contact's ID card number
tax office	data.PRSNOUT.IRSDATA	string	The tax office of the contact
Active	data.PRSNOUT.ISACTIVE	string	Is contact active?
mobile telephone	data.PRSNOUT.MOBILEPHONE	string	The contact's mobile telephone
name	data.PRSNOUT.NAME	string	The contact's name
surname	data.PRSNOUT.NAME2	string	The contact's surname
nationality	data.PRSNOUT.NATIONALITY	string	The contact's nationality ID and name
Tel. 1	data.PRSNOUT.PHONE1	string	The first telephone number of the contact
Tel. 2	data.PRSNOUT.PHONE2	string	The second telephone number of the contact
internal telephone	data.PRSNOUT.PHONEEXT	string	The contact's internal telephone
personal telephone	data.PRSNOUT.PHONELOCAL	string	The contact's home telephone
comments	data.PRSNOUT.REMARKS	string	The contact's comments
gender	data.PRSNOUT.SOSEX	string	The gender of the contact
web page	data.PRSNOUT.WEBPAGE	string	The contact's web page
zip	data.PRSNOUT.ZIP	string	The contact's zip code
Attached item	data.XTRDOCDATA	array of object	Attached items data array
line No.	data.XTRDOCDATA.LINENUM	string	Line number of the attached item
name	data.XTRDOCDATA.NAME	string	File name of the attached item
url	data.XTRDOCDATA.SOFNAME	string	Url address of the attached item
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Customer

Operation ID:: GetCustomer

Returns all data (or the selected ones from LOCATEINFO) of a record of a Customer Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify customer's form
KEY	KEY	True	string	Insert a valid customer record ID
LOCATEINFO	LOCATEINFO	True	string	Specify customer's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	A descriptive caption of the record.
Remote Key	remoteKey	string	Third party application ID
primary Address	data.CUSTOMER.ADDRESS	string	The primary address of the customer
T.R.No	data.CUSTOMER.AFM	string	tax registration number of the customer
geographical area	data.CUSTOMER.AREAS	string	The Geographical area of the customer
city	data.CUSTOMER.CITY	string	The city of the customer
Code	data.CUSTOMER.CODE	string	Customer's code
discount (%)	data.CUSTOMER.DISCOUNT	string	Percentage (%) discount of the customer
location area	data.CUSTOMER.DISTRICT	string	The location area of the customer
e-mail	data.CUSTOMER.EMAIL	string	The email address of the customer
fax	data.CUSTOMER.FAX	string	The FAX number of the customer
tax Office	data.CUSTOMER.IRSDATA	string	The tax office of the customer
Active	data.CUSTOMER.ISACTIVE	string	Is customer active?
profession	data.CUSTOMER.JOBTYPETRD	string	The profession of the customer
name	data.CUSTOMER.NAME	string	The name of the customer
primary telephone	data.CUSTOMER.PHONE01	string	The primary phone number of the customer
comments	data.CUSTOMER.REMARKS	string	Comments on customer record
tax category	data.CUSTOMER.VATSTS	string	The tax category of the customer
zip	data.CUSTOMER.ZIP	string	The zip code of the customer
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Draft entry

Operation ID:: GetDraftEntry

Returns all data (or the selected ones from LOCATEINFO) of a record of a Draft entry object

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY	True	string	Insert a valid document record ID
LOCATEINFO	LOCATEINFO	True	string	Specify document's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Brief caption of the draft entry record
Remote Key	remoteKey	string	Third party application ID
address	data.SODRAFT.ADDRESS	string	The draft entry's address
T.R.No	data.SODRAFT.AFM	string	The draft entry's Tax Registration Number
city	data.SODRAFT.CITY	string	The draft entry's city
code	data.SODRAFT.CODE	string	The draft entry's code
country	data.SODRAFT.COUNTRY	string	The draft entry's country
area	data.SODRAFT.DISTRICT	string	The draft entry's area
prefecture	data.SODRAFT.DISTRICT1	string	The draft entry's prefecture
category	data.SODRAFT.DRAFTTYPE	string	The draft entry's category
company email	data.SODRAFT.EMAIL	string	The draft entry's company email
business email	data.SODRAFT.EMAIL1	string	The draft entry's business email
personal email	data.SODRAFT.EMAIL2	string	The draft entry's personal email
ID card No	data.SODRAFT.IDENTITYNUM	string	The draft entry's ID card number
activity	data.SODRAFT.JOBTYPETRD	string	The draft entry's activity
mobile telephone	data.SODRAFT.MOBILEPHONE	string	The draft entry's mobile telephone
name/title	data.SODRAFT.NAMEC	string	The draft entry's name/title
first name	data.SODRAFT.NAMEF	string	The draft entry's first name
surname	data.SODRAFT.NAMEL	string	The draft entry's surname
General Com. Reg.	data.SODRAFT.NUMCG	string	The draft entry's General Commercial Registry
business telephone	data.SODRAFT.PHONE1	string	The draft entry's business telephone
internal telephone	data.SODRAFT.PHONEEXT	string	The draft entry's internal telephone
personal telephone	data.SODRAFT.PHONELOCAL	string	The draft entry's personal telephone
comments	data.SODRAFT.REMARKS	string	The draft entry's comments
title	data.SODRAFT.SOTITLENAME	string	The draft entry's title
web page	data.SODRAFT.WEBPAGE	string	The draft entry's web page
zip	data.SODRAFT.ZIP	string	The draft entry's zip code
branch	data.SODRAFTLNK.BRANCH	string	The draft entry's branch name and ID
business unit	data.SODRAFTLNK.BUSUNITS	string	The draft entry's business unit name and ID
department	data.SODRAFTLNK.DEPART	string	The draft entry's department
project	data.SODRAFTLNK.PRJC	string	The draft entry's project
source	data.SODRAFTLNK.PRJCLEAD	string	The draft entry's source name and ID
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Email

Operation ID:: GetSOEMAIL

Returns all data (or the selected ones from LOCATEINFO) of a record of a Email Object

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify the email's form
KEY	KEY	True	string	Insert a valid email record ID
LOCATEINFO	LOCATEINFO	True	string	Specify email's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Brief caption of the record
Remote Key	remoteKey	string	Third party application ID
operator	data.SOACTION.ACTOR	string	Operator of the task
operator contact	data.SOACTION.ACTPRSN	string	Contact of the task's operator
status	data.SOACTION.ACTSTATUS	string	The task's status
subject	data.SOACTION.COMMENTS	string	The subject of the task
due date	data.SOACTION.FINALDATE	date-time	Due date of the task
start date	data.SOACTION.FROMDATE	date-time	Start date of the task
ordered By	data.SOACTION.ORDEREDBY	string	Orderer of the task
ordered by contact	data.SOACTION.ORDPRSN	string	Contact of the task's orderer
priority	data.SOACTION.PRIORITY	string	Priority of the task
project	data.SOACTION.PRJC	string	The project of the task
comments	data.SOACTION.REMARKS	string	Comments about the task
series	data.SOACTION.SERIES	string	The series of the task
completed	data.SOACTION.TASKCOMPLETE	string	Is task completed?
customer ID	data.SOACTION.TRDR	string	The task's customer ID
customer name	data.SOACTION.TRDR_GENTRDR_NAME	string	The task's customer name
insert date	data.SOACTION.TRNDATE	date-time	The date the task was created
from address	data.SOMAIL.FROMADDRESS	string	The mailbox owner's and sender's address
sender	data.SOMAIL.FROMNAME	string	The mailbox owner's and sender's name
date	data.SOMAIL.MAILDATE	date-time	E-mail's date
BCC	data.SOMAIL.SOBCC	string	The Bcc recipients of the message
body	data.SOMAIL.SOBODY	string	The body of the message
CC	data.SOMAIL.SOCC	string	The Cc recipients of the message
To	data.SOMAIL.SOTO	string	The recipients of the message
Attached item	data.XTRDOCDATA	array of object	Attached items data array
line No.	data.XTRDOCDATA.LINENUM	string	Line number of the attached item
name	data.XTRDOCDATA.NAME	string	File name of the attached item
url	data.XTRDOCDATA.SOFNAME	string	Url address of the attached item
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Expenses

Operation ID:: GetExpense

Returns all data (or the selected ones from LOCATEINFO) of a record of an Expense Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify expense's form
KEY	KEY	True	string	Insert a valid expense record ID
LOCATEINFO	LOCATEINFO	True	string	Specify service's desired fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the expense's record
Remote Key	remoteKey	string	Third party application ID
code	data.LINEITEM.CODE	string	The expense's code
Active	data.LINEITEM.ISACTIVE	string	Is expense active?
invoicing category	data.LINEITEM.LISOURCETYPE	string	The expense's invoicing category
commercial category	data.LINEITEM.MTRCATEGORY	string	The expense's commercial category
type	data.LINEITEM.MTRTYPE	string	The expense's type
description	data.LINEITEM.NAME	string	The expense's name
comments	data.LINEITEM.REMARKS	string	The expense's comments
Fee value	data.LINEITEM.SOPAYVALUE	string	The expense's fee value
VAT Group	data.LINEITEM.VAT	string	The expense's Value Added Tax
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Expenses Document

Operation ID:: GetExpensesDoc

Returns all data (or the selected ones from LOCATEINFO) of a record of an Expenses Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY	True	string	Insert a valid document record ID
LOCATEINFO	LOCATEINFO		string	Specify document's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the document record
Remote Key	remoteKey	string	Third party application ID
Expenses	data.LINLINES	array of object	Expenses data array
line number	data.LINLINES.LINENUM	string	The document's expense line No.
line value	data.LINLINES.LINEVAL	string	The document's expense line value
ID	data.LINLINES.MTRL	string	ID of the document's expense
code	data.LINLINES.MTRL_ITEM_CODE	string	Code of the document's expense
name	data.LINLINES.MTRL_ITEM_NAME	string	The document's expense name
VAT ID	data.LINLINES.VAT	string	The document's expense Value Added Tax ID
VAT amount	data.LINLINES.VATAMNT	string	The document's expense Value Added Tax value
company	data.LINSUPDOC.COMPANY	string	The document's company ID and Name
code	data.LINSUPDOC.FINCODE	string	The document's code
payment	data.LINSUPDOC.PAYMENT	string	The document's payment method
series	data.LINSUPDOC.SERIES	string	The document's series
currency	data.LINSUPDOC.SOCURRENCY	string	The document's payment currency
total	data.LINSUPDOC.SUMAMNT	string	The document's total value
supplier ID	data.LINSUPDOC.TRDR	string	The document's supplier ID
supplier T.R.No	data.LINSUPDOC.TRDR_SUPPLIER_AFM	string	The document's supplier Tax Registration Number
supplier name	data.LINSUPDOC.TRDR_SUPPLIER_NAME	string	The document's supplier name
transaction date	data.LINSUPDOC.TRNDATE	date-time	The document's transaction date
VAT amount	data.LINSUPDOC.VATAMNT	string	The document's Value Added Tax amount
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Item

Operation ID:: GetItem

Returns all data (or the selected ones from LOCATEINFO) of a record of an Item Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify item's form
KEY	KEY	True	string	Insert a valid item record ID
LOCATEINFO	LOCATEINFO	True	string	Specify item's desired fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the item's record
Remote Key	remoteKey	string	Third party application ID
code	data.ITEM.CODE	string	The item's code
Active	data.ITEM.ISACTIVE	string	Is item active?
commercial category	data.ITEM.MTRCATEGORY	string	The item's commercial category
item Group	data.ITEM.MTRGROUP	string	The item's group
base unit of measure	data.ITEM.MTRUNIT1	string	The item's base unit of measure
description	data.ITEM.NAME	string	The item's name
retail price	data.ITEM.PRICER	string	The item's retail price
wholesale price	data.ITEM.PRICEW	string	The item's wholesale price
comments	data.ITEM.REMARKS	string	The item's comments
discount (%)	data.ITEM.SODISCOUNT	string	The item's discount
VAT Group	data.ITEM.VAT	string	The item's Value Added Tax
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Meeting

Operation ID:: GetMeeting

Returns all data (or the selected ones from LOCATEINFO) of a record of a Meeting Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify meeting's form
KEY	KEY	True	string	Insert a valid meeting record ID
LOCATEINFO	LOCATEINFO	True	string	Specify meeting's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the meeting record
Remote Key	remoteKey	string	Third party application ID
operator	data.SOACTION.ACTOR	string	Operator of the meeting
operator contact	data.SOACTION.ACTPRSN	string	Contact of the meeting's operator
status	data.SOACTION.ACTSTATUS	string	The meeting's status
subject	data.SOACTION.COMMENTS	string	The subject of the meeting
due date	data.SOACTION.FINALDATE	date-time	Due date of the meeting
start date	data.SOACTION.FROMDATE	date-time	Start date of the meeting
ordered By	data.SOACTION.ORDEREDBY	string	Orderer of the meeting
ordered by contact	data.SOACTION.ORDPRSN	string	Contact of the meeting's orderer
priority	data.SOACTION.PRIORITY	string	Priority of the meeting
project	data.SOACTION.PRJC	string	The project of the meeting
comments	data.SOACTION.REMARKS	string	Comments about the meeting
series	data.SOACTION.SERIES	string	The series of the meeting
completed	data.SOACTION.TASKCOMPLETE	string	Is meeting completed?
customer ID	data.SOACTION.TRDR	string	The meeting's customer ID
customer name	data.SOACTION.TRDR_GENTRDR_NAME	string	The meeting's customer name
insert date	data.SOACTION.TRNDATE	date-time	The date the meeting was created
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Payments Document

Operation ID:: GetCfnsupdoc

Returns all data (or the selected ones from LOCATEINFO) of a record of a Payment Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY	True	string	Insert a valid document record ID
LOCATEINFO	LOCATEINFO	True	string	Specify document's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the document record
Remote Key	remoteKey	string	Third party application ID
Credit cards	data.CARDLINES	array of object	Credit cards data array
No.	data.CARDLINES.CRDCARDNUM	string	The credit card's number
ID	data.CARDLINES.CREDITCARDS	string	The credit card's name and ID
line number	data.CARDLINES.LINENUM	string	The credit card's line number
line value	data.CARDLINES.LINEVAL	string	The credit card's line value
Cashes	data.CASHLINES	array of object	Cashes data array
line number	data.CASHLINES.LINENUM	string	The cash's line number
line value	data.CASHLINES.LINEVAL	string	The cash's line value
line currency	data.CASHLINES.SOCURRENCY	string	The cash's currency
reason	data.CFNSUPDOC.COMMENTS	string	The document's reason
company	data.CFNSUPDOC.COMPANY	string	The document's company name and ID
code	data.CFNSUPDOC.FINCODE	string	The document's code
project	data.CFNSUPDOC.PRJC	string	The document's project ID
project name	data.CFNSUPDOC.PRJC_PRJC_NAME	date-time	The document's project name
series	data.CFNSUPDOC.SERIES	string	The document's series
total	data.CFNSUPDOC.SUMAMNT	string	The document's total value
supplier	data.CFNSUPDOC.TRDR	string	The document's supplier ID
supplier address	data.CFNSUPDOC.TRDR_TRDR_ADDRESS	string	The document's supplier address
supplier T.R.No	data.CFNSUPDOC.TRDR_TRDR_AFM	string	The document's supplier Tax Registration Number (T.R.No)
supplier code	data.CFNSUPDOC.TRDR_TRDR_CODE	string	The document's supplier code
supplier tax office	data.CFNSUPDOC.TRDR_TRDR_IRSDATA	string	The document's supplier tax office
supplier name	data.CFNSUPDOC.TRDR_TRDR_NAME	string	The document's supplier name
transaction date	data.CFNSUPDOC.TRNDATE	date-time	The document's transaction date
Cheque	data.CHEQUELINES	array of object	Cheques data array
due date	data.CHEQUELINES.CFINALDATE	date-time	CFINALDATE
code	data.CHEQUELINES.CODE	string	CODE
series	data.CHEQUELINES.CSERIES	string	CSERIES
line number	data.CHEQUELINES.LINENUM	string	LINENUM
line value	data.CHEQUELINES.LINEVAL	string	LINEVAL
transaction type	data.CHEQUELINES.TPRMS	string	TPRMS
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Project

Operation ID:: GetProject

Returns all data (or the selected ones from LOCATEINFO) of a record of a project object

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify project's form
KEY	KEY	True	string	Insert a valid project record ID
LOCATEINFO	LOCATEINFO	True	string	Specify project's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Brief caption of the project record
status	data.PRJC.ACTSTATUS	string	The project's status
code	data.PRJC.CODE	string	The code of the project
due date	data.PRJC.FINALDATE	date-time	Due date of the project
start date	data.PRJC.FROMDATE	date-time	Start date of the project
Active	data.PRJC.ISACTIVE	string	Is project active?
name	data.PRJC.NAME	string	The project's name
ID	data.PRJC.PRJC	string	The project's ID
variation	data.PRJC.PRJCRM	string	The project's variation
comments	data.PRJC.REMARKS	string	The project's comments
Attached item	data.XTRDOCDATA	array of object	Attached items data array
line No.	data.XTRDOCDATA.LINENUM	string	Line number of the attached item
name	data.XTRDOCDATA.NAME	string	File name of the attached item
url	data.XTRDOCDATA.SOFNAME	string	Url address of the attached item
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Purchases Document

Operation ID:: GetPurdoc

Returns all data (or the selected ones from LOCATEINFO) of a record of a Purchase Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY	True	string	Insert a valid document record ID
LOCATEINFO	LOCATEINFO	True	string	Specify document's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Brief caption of the document record
Remote Key	remoteKey	string	Third party application ID
Items	data.ITELINES	array of object	Items data array
discount	data.ITELINES.DISC1PRC	string	The document's item discount
line number	data.ITELINES.LINENUM	string	The document's item line number
value	data.ITELINES.LINEVAL	string	The document's item line value
ID	data.ITELINES.MTRL	string	The document's item ID
code	data.ITELINES.MTRL_ITEM_CODE	string	Code of the document's item
name	data.ITELINES.MTRL_ITEM_NAME	string	The document's item name
price	data.ITELINES.PRICE	string	The document's item price
quantity	data.ITELINES.QTY	string	The document's item quantity
Company	data.MTRDOC.COMPANY	string	The document's company ID
Delivery date	data.MTRDOC.DELIVDATE	date-time	The document's delivery date
Shipping address	data.MTRDOC.SHIPPINGADDR	string	The document's shipping address
Warehouse	data.MTRDOC.WHOUSE	string	The document's warehouse name and ID
company	data.PURDOC.COMPANY	string	The document's company name and ID
discount (%)	data.PURDOC.DISC1PRC	string	The document's percentage(%) discount
discount value	data.PURDOC.DISC1VAL	string	The document's discount value
expenses	data.PURDOC.EXPN	string	The document's expenses
code	data.PURDOC.FINCODE	string	The document's code
type	data.PURDOC.FPRMS	string	The document's type
net amount	data.PURDOC.NETAMNT	string	The document's net amount
payment	data.PURDOC.PAYMENT	string	The document's payment method
project	data.PURDOC.PRJC	string	The document's project id
project code	data.PURDOC.PRJC_PRJC_CODE	string	The document's project code
project name	data.PURDOC.PRJC_PRJC_NAME	string	The document's project name
comments	data.PURDOC.REMARKS	string	The document's comments
series	data.PURDOC.SERIES	string	The series of the document
purpose of delivery	data.PURDOC.SHIPKIND	string	The document's purpose of delivery
currency	data.PURDOC.SOCURRENCY	string	The document's payment currency
total	data.PURDOC.SUMAMNT	string	The document's total value
supplier ID	data.PURDOC.TRDR	string	The document's supplier ID
supplier address	data.PURDOC.TRDR_SUPPLIER_ADDRESS	string	The document's supplier address
supplier T.R.No	data.PURDOC.TRDR_SUPPLIER_AFM	string	The document's supplier Tax Registration No.
supplier code	data.PURDOC.TRDR_SUPPLIER_CODE	string	The document's supplier code
supplier Tax Office	data.PURDOC.TRDR_SUPPLIER_IRSDATA	string	The document's supplier tax office
supplier profession	data.PURDOC.TRDR_SUPPLIER_JOBTYPETRD	string	The document's supplier profession
supplier name	data.PURDOC.TRDR_SUPPLIER_NAME	string	The document's supplier name
supplier phone	data.PURDOC.TRDR_SUPPLIER_PHONE01	string	The document's supplier telephone number
transaction date	data.PURDOC.TRNDATE	date-time	The transaction date of the document
VAT amount	data.PURDOC.VATAMNT	string	The document's Value Added Tax amount
Services	data.SRVLINES	array of object	Services data array
discount	data.SRVLINES.DISC1PRC	string	The document's service discount
line number	data.SRVLINES.LINENUM	string	The document's service line number
value	data.SRVLINES.LINEVAL	string	The document's service line value
ID	data.SRVLINES.MTRL	string	The document's service ID
code	data.SRVLINES.MTRL_SERVICE_CODE	date-time	Code of the document's service
name	data.SRVLINES.MTRL_SERVICE_NAME	string	The document's service name
price	data.SRVLINES.PRICE	string	The document's service price
quantity	data.SRVLINES.QTY	string	The document's service quantity
VAT Analysis	data.VATANAL	array of object	VAT analysis array
value subject to VAT	data.VATANAL.SUBVAL	string	Document's total value subject to VAT category
ID and category	data.VATANAL.VAT	string	VAT category's ID
value	data.VATANAL.VATVAL	string	Total value of VAT category
percent(%)	data.VATANAL.VAT_VAT_PERCNT	string	VAT category percent (%)
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Sales Document

Operation ID:: GetSaldoc

Returns all data (or the selected ones from LOCATEINFO) of a record of a Sales Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY	True	string	Insert a valid document record ID
LOCATEINFO	LOCATEINFO	True	string	Specify document's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the document record
Remote Key	remoteKey	string	Third party application ID
Items	data.ITELINES	array of object	Items data array
discount	data.ITELINES.DISC1PRC	string	The document's item discount
line number	data.ITELINES.LINENUM	string	The document's item line No.
line value	data.ITELINES.LINEVAL	string	The document's item line value
ID	data.ITELINES.MTRL	string	ID of the document's item
code	data.ITELINES.MTRL_ITEM_CODE	string	Code of the document's item
name	data.ITELINES.MTRL_ITEM_NAME	string	The document's item name
price	data.ITELINES.PRICE	string	The document's item price
quantity	data.ITELINES.QTY	string	The document's item quantity
Company	data.MTRDOC.COMPANY	string	The document's company ID
Delivery date	data.MTRDOC.DELIVDATE	date-time	The document's delivery date
Shipping address	data.MTRDOC.SHIPPINGADDR	string	The document's shipping address
Warehouse	data.MTRDOC.WHOUSE	string	The document's warehouse name and ID
company	data.SALDOC.COMPANY	string	The document's company name and ID
discount (%)	data.SALDOC.DISC1PRC	string	The document's percentage(%) discount
discount value	data.SALDOC.DISC1VAL	string	The document's discount value
expenses	data.SALDOC.EXPN	string	The document's expenses
code	data.SALDOC.FINCODE	string	The document's code
type	data.SALDOC.FPRMS	string	The document's type
net amount	data.SALDOC.NETAMNT	string	The document's net amount
payment	data.SALDOC.PAYMENT	string	The document's payment method
comments	data.SALDOC.REMARKS	string	The document's comments
series	data.SALDOC.SERIES	string	The document's series
purpose of delivery	data.SALDOC.SHIPKIND	string	The document's purpose of delivery
currency	data.SALDOC.SOCURRENCY	string	The document's payment currency
total	data.SALDOC.SUMAMNT	string	The document's total value
customer ID	data.SALDOC.TRDR	string	The document's customer ID
customer address	data.SALDOC.TRDR_CUSTOMER_ADDRESS	string	The document's customer address
customer T.R.No	data.SALDOC.TRDR_CUSTOMER_AFM	string	The document's customer Tax Registration Number
customer code	data.SALDOC.TRDR_CUSTOMER_CODE	string	The document's customer code
customer Tax Office	data.SALDOC.TRDR_CUSTOMER_IRSDATA	string	The document's customer tax office
customer profession	data.SALDOC.TRDR_CUSTOMER_JOBTYPETRD	string	The document's customer profession
customer name	data.SALDOC.TRDR_CUSTOMER_NAME	string	The document's customer name
customer phone	data.SALDOC.TRDR_CUSTOMER_PHONE01	string	The document's customer telephone number
transaction date	data.SALDOC.TRNDATE	date-time	The document's transaction date
VAT amount	data.SALDOC.VATAMNT	string	The document's Value Added Tax amount
Services	data.SRVLINES	array of object	Services data array
discount	data.SRVLINES.DISC1PRC	string	The document's service discount
line number	data.SRVLINES.LINENUM	string	The document's service line number
value	data.SRVLINES.LINEVAL	string	The document's service line value
ID	data.SRVLINES.MTRL	string	The document's service ID
code	data.SRVLINES.MTRL_SERVICE_CODE	string	Code of the document's service
name	data.SRVLINES.MTRL_SERVICE_NAME	string	The document's service name
price	data.SRVLINES.PRICE	string	The document's service price
quantity	data.SRVLINES.QTY	string	The document's service quantity
VAT Analysis	data.VATANAL	array of object	VAT analysis array
value subject to VAT	data.VATANAL.SUBVAL	string	Document's total value subject to VAT category
ID and category	data.VATANAL.VAT	string	VAT category's ID
value	data.VATANAL.VATVAL	string	Total value of VAT category
percent(%)	data.VATANAL.VAT_VAT_PERCNT	string	VAT category percent (%)
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Services

Operation ID:: GetService

Returns all data (or the selected ones from LOCATEINFO) of a record of an Service Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify service's form
KEY	KEY	True	string	Insert a valid service record ID
LOCATEINFO	LOCATEINFO	True	string	Specify service's desired fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the service's record
Remote Key	remoteKey	string	Third party application ID
code	data.SERVICE.CODE	string	The service's code
Active	data.SERVICE.ISACTIVE	string	Is service active?
commercial category	data.SERVICE.MTRCATEGORY	string	The service's commercial category
service Group	data.SERVICE.MTRGROUP	string	The service's group
base unit of measure	data.SERVICE.MTRUNIT1	string	The service's base unit of measure
description	data.SERVICE.NAME	string	The service's name
retail price	data.SERVICE.PRICER	string	The service's retail price
wholesale price	data.SERVICE.PRICEW	string	The service's wholesale price
comments	data.SERVICE.REMARKS	string	The service's comments
discount (%)	data.SERVICE.SODISCOUNT	string	The service's discount
VAT Group	data.SERVICE.VAT	string	The service's Value Added Tax
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Stock Document

Operation ID:: GetItedoc

Returns all data (or the selected ones from LOCATEINFO) of a record of a Stock Document Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY	True	string	Insert a valid document record ID
LOCATEINFO	LOCATEINFO	True	string	Specify document's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the document record
Remote Key	remoteKey	string	Third party application ID
reason	data.ITEDOC.COMMENTS	string	The document's reason
company	data.ITEDOC.COMPANY	string	The document's company ID and Name
code	data.ITEDOC.FINCODE	string	The document's code
comments	data.ITEDOC.REMARKS	string	The document's comments
series	data.ITEDOC.SERIES	string	The document's series
transaction date	data.ITEDOC.TRNDATE	date-time	The document's transaction date
Items	data.ITELINES	array of object	Items data array
discount	data.ITELINES.DISC1PRC	string	The document's item discount
line number	data.ITELINES.LINENUM	string	The document's item line No.
line value	data.ITELINES.LINEVAL	string	The document's item line value
ID	data.ITELINES.MTRL	string	ID of the document's item
code	data.ITELINES.MTRL_ITEM_CODE	string	Code of the document's item
name	data.ITELINES.MTRL_ITEM_NAME	string	The document's item name
price	data.ITELINES.PRICE	string	The document's item price
quantity	data.ITELINES.QTY	string	The document's item quantity
Company	data.MTRDOC.COMPANY	string	The document's company ID
Delivery date	data.MTRDOC.DELIVDATE	date-time	The document's delivery date
Shipping address	data.MTRDOC.SHIPPINGADDR	string	The document's shipping address
Warehouse	data.MTRDOC.WHOUSE	string	The document's warehouse name and ID
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get Supplier

Operation ID:: GetSupplier

Returns all data (or the selected ones from LOCATEINFO) of a record of a Supplier Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify supplier's form
KEY	KEY	True	string	Insert a valid supplier record ID
LOCATEINFO	LOCATEINFO	True	string	Specify supplier's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the supplier record
Remote Key	remoteKey	string	Third party application ID
Bank accounts	data.SUPBANKACC	array of object	Bank accounts data array
Bank name	data.SUPBANKACC.BANK	string	Bank account's bank name
code	data.SUPBANKACC.BANK_BANK_CODE	string	Bank's code
IBAN	data.SUPBANKACC.IBAN	string	International Bank Account number
line No.	data.SUPBANKACC.LINENUM	string	Bank account's line number
comments	data.SUPBANKACC.REMARKS	string	Comments about the bank account
address	data.SUPPLIER.ADDRESS	string	The primary address of the supplier
T.R.No	data.SUPPLIER.AFM	string	Tax registration number of the supplier
city	data.SUPPLIER.CITY	string	Percentage (%) discount of the customer
supplier code	data.SUPPLIER.CODE	string	Supplier record code
location area	data.SUPPLIER.DISTRICT	string	The location area of the supplier
e-mail	data.SUPPLIER.EMAIL	string	The email address of the supplier
FAX	data.SUPPLIER.FAX	string	The FAX number of the supplier
tax office	data.SUPPLIER.IRSDATA	string	The tax office of the supplier
Active	data.SUPPLIER.ISACTIVE	string	Is supplier active?
profession	data.SUPPLIER.JOBTYPETRD	string	The profession of the supplier
name	data.SUPPLIER.NAME	string	The name of the supplier
primary telephone	data.SUPPLIER.PHONE01	string	The primary phone number of the supplier
comments	data.SUPPLIER.REMARKS	string	Comments on supplier record
tax category	data.SUPPLIER.VATSTS	string	The tax category of the supplier
ZIP	data.SUPPLIER.ZIP	string	The zip code of the supplier
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Get System parameters

Operation ID:: GetSystemParams

Returns parameters of the installation

Returns

Name	Path	Type	Description
address	companyinfo.address	string	The adress of the company
T.R.No	companyinfo.afm	string	The Tax Registration Number of the company
address	companyinfo.branch.address	string	The address of the company's branch
location area	companyinfo.branch.district	string	The location area of the company's branch
name	companyinfo.branch.name	string	The name of the company's branch
zip	companyinfo.branch.zip	string	The zip code of the company's branch
location area	companyinfo.district	string	The location area of the company
email	companyinfo.email	string	The email of the company
Logo	companyinfo.image	string	Url of the company's logo
tax office	companyinfo.irsdata	string	The tax office of the company
name	companyinfo.name	string	The name of the company
telephone number	companyinfo.phone	string	The telephone number of the company
zip	companyinfo.zip	string	The zip code of the company
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Serial number	serialnumber	string	The serial number of the installation
Success	success	boolean	Is action successful?

Get Task

Operation ID:: GetSOTASK

Returns all data (or the selected ones from LOCATEINFO) of a record of a Task Object.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify task's form
KEY	KEY	True	string	Insert a valid task record ID
LOCATEINFO	LOCATEINFO	True	string	Specify task's desired data fields

Returns

Name	Path	Type	Description
Caption	caption	string	Descriptive caption of the task record
Remote Key	remoteKey	string	Third party application ID
operator	data.SOACTION.ACTOR	string	Operator of the task
operator contact	data.SOACTION.ACTPRSN	string	Contact of the task's operator
status	data.SOACTION.ACTSTATUS	string	The task's status
subject	data.SOACTION.COMMENTS	string	The subject of the task
due date	data.SOACTION.FINALDATE	date-time	Due date of the task
start date	data.SOACTION.FROMDATE	date-time	Start date of the task
ordered By	data.SOACTION.ORDEREDBY	string	Orderer of the task
ordered by contact	data.SOACTION.ORDPRSN	string	Contact of the task's orderer
priority	data.SOACTION.PRIORITY	string	Priority of the task
project	data.SOACTION.PRJC	string	The project of the task
comments	data.SOACTION.REMARKS	string	Comments about the task
series	data.SOACTION.SERIES	string	The series of the task
completed	data.SOACTION.TASKCOMPLETE	string	Is task completed?
customer ID	data.SOACTION.TRDR	string	The task's customer ID
customer name	data.SOACTION.TRDR_GENTRDR_NAME	string	The task's customer name
insert date	data.SOACTION.TRNDATE	date-time	The date the task was created
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
Success	success	boolean	Is action successful?

Insert or Modify Cheque

Operation ID:: SetCheque

Insert or Modify the data of a Cheque Object identified by a KEY (Cheque ID) . If the KEY is empty or missing a record is inserted.he data of a record in an Cheque Object identified by a KEY. If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify cheque's form
KEY	KEY		string	Enter a valid cheque record ID to modify it
Bank	BANK		string	Select bank or enter bank ID
Balance	CHEQUEBAL	True	string	Specify cheque's balance
Cheque Number	CHEQUENUMBER	True	string	Insert cheque's number
Status	CHEQUESTATES	True	string	Select cheque's status or enter status ID
Value	CHEQUEVAL	True	string	Specify cheque's value
Issuer address	CREATORADDR		string	Specify the issuer's address
Issuer name	CREATORNAME		string	Specify the issuer's name
Issuer telephone	CREATORPHONE		string	Specify the issuer's telephone
Receipt date	CRTDATE		string	Specify the cheque's receipt date in YYYY-MM-DD format, or leave it blank for today
Issue date	DATEOFS	True	string	Specify the cheque's issue date in YYYY-MM-DD format, or leave it blank for today
Due date	FINALDATE	True	date-time	Specify the cheque's due date in YYYY-MM-DD format, or leave it blank for today
Holder address	HOLDERADDR		string	Specify cheque's holder address
Holder name	HOLDERNAME		string	Specify cheque's holder name
Issuer T.R.No	PUBLISHERAFM		string	Specify the issuer's Tax Registration Number
Comments	REMARKS		string	Insert comments
Series	SERIES	True	string	Insert a cheque code

Returns

Body: setData200response

Insert or Modify Collections Document

Operation ID:: SetCFNCUSDOC

Insert or Modify the data of a Collections document Object identified by a KEY (Document ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
Credit card No.	CRDCARDNUM		string	Insert the credit card's number
Credit card	CREDITCARDS		integer	Select a credit card or enter the credit card's ID
Credit card line No.	LINENUM		integer	Specify the credit card's line number or leave it blank for default
Card line value	LINEVAL		integer	Specify the card line value
Cash line No.	LINENUM		integer	Specify the cash line number or leave it blank for default
Cash line value	LINEVAL		integer	Specify the cash line value
Collector	COLLECTOR		string	Select the Collector or enter the Collector ID
Reason	COMMENTS		string	Select the reason or enter the reason ID
Project	PRJC		string	Select the project or enter the project ID
Salesman	SALESMAN		string	Select the Salesman or enter the Salesman ID
Series	SERIES	True	string	Select the Series of the document or enter the Series ID
Customer	TRDR	True	string	Select the Customer or enter the Customer ID
Transaction date	TRNDATE		string	Specify transaction date in YYYY-MM-DD format or leave it blank for today
Cheque No.	CCHEQUENUMBER		string	Insert cheque No.
Cheque due date	CFINALDATE		date-time	Specify cheque's due date with format: YYYY-MM-DD or leave it blank for today's date
Cheque	CODE		string	Insert cheque code
Cheque series	CSERIES		integer	Select cheque series or enter cheque series ID
Cheque line number	LINENUM		integer	Specify the cheque line number or leave it blank for default
Cheque line value	LINEVAL		integer	Specify cheque line value
Cheque transaction type	TPRMS		integer	Select transaction type or enter transaction type ID
FORM	FORM		string	Specify the document's form
KEY	KEY		string	Enter a valid document record ID to modify it

Returns

Body: setData200response

Insert or Modify Contact

Operation ID:: SetContact

Insert or Modify the data of a Contact Object identified by a KEY (Contact ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify contact's form
KEY	KEY		string	Enter a valid contact ID to modify it
Address	ADDRESS		string	Specify the address of the contact
T.R.No	AFM		string	Specify the Tax Registration Number of the contact
Geographical Areas	AREAS		string	Select the geographical area
Date of birth	BIRTHDATE		date-time	Specify the date of birth of the contact in YYYY-MM-DD format, or leave it blank for today
City	CITY		string	Specify the city of the contact
Code	CODE	True	string	Insert a contact code
Country	COUNTRY		string	Select the country or enter the country ID
Area	DISTRICT		string	Specify the area of the contact
Prefecture	DISTRICT1		string	Specify the prefecture of the contact
Education level	EDUCAT		string	Select the education level of the contact
Email	EMAIL		string	Specify the email of the contact
Email 2	EMAIL1		string	Specify second email of the contact
Fax	FAX		string	Specify the fax number of the contact
ID card No	IDENTITYNUM		string	Specify the ID card number of the contact
Tax Office	IRSDATA		string	Select the tax office of the contact
Mobile telephone	MOBILEPHONE		string	Specify the mobile telephone number of the contact
Name	NAME	True	string	Specify the name of the contact
Surname	NAME2		string	Specify the surname of the contact
Father's name	NAME3		string	Specify the father's name of the contact
Mother's name	NAME4		string	Specify the mother's name of the contact
Name of spouse	NAME5		string	Specify the name of spouse of the contact
Nationality	NATIONALITY		string	Select the nationality or enter the nationality ID
Tel. 1	PHONE1		string	Specify first telephone number of the contact
Tel. 2	PHONE2		string	Specify second telephone number of the contact
Internal telephone	PHONEEXT		string	Specify the internal telephone number of the contact
Personal telephone	PHONELOCAL		string	Specify the personal telephone number of the contact
Comments	REMARKS		string	Insert comments
Gender	SOSEX		string	Select the gender of the contact. '1' for Male and '2' for Female
Web page	WEBPAGE		string	Specify the web page of the contact
Zip	ZIP		string	Specify the zip code of the contact
line No	LINENUM		string	Specify the line No. of the attached item
name	NAME		string	Specify the file name of the attached item
url	SOFNAME		string	Specify the url address of the attached item

Returns

Body: setData200response

Insert or Modify Customer

Operation ID:: SetCustomer

Insert or Modify the data of a Customer Object identified by a KEY (Customer ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify customer's form
KEY	KEY		string	Enter a valid customer ID to modify it
Primary Address	ADDRESS		string	Specify the primary address of the customer
T.R.No	AFM		string	Specify the tax registration number of the customer
Geographical Areas	AREAS		string	Select the geographical area
City	CITY		string	Specify the city of the customer
Code	CODE	True	string	Insert a customer code
Discount	DISCOUNT		integer	Specify the customer's discount
Location Area	DISTRICT		string	Specify the location area of the customer
e-mail	EMAIL		string	Specify the email address of the customer
Fax	FAX		string	Specify the fax number of the customer
Tax Office	IRSDATA		string	Select the tax office of the customer
Profession	JOBTYPETRD		string	Specify the profession of the customer
Name	NAME	True	string	Specify the name of the customer
Primary Telephone	PHONE01		string	Specify the primary telephone number of the customer
Comments	REMARKS		string	Insert comments
Tax Category	VATSTS		string	Select the tax category (0 for Exempted, 1 for Normal, 2 for Reduced)
Zip	ZIP		string	Specify the zip code of the customer

Returns

Body: setData200response

Insert or Modify Draft entry

Operation ID:: SetDraftEntry

Insert or Modify the data of a Draft entry Object identified by a KEY (Draft entry ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify draft entry's form
KEY	KEY		string	Enter a valid draft entry ID to modify it
Address	ADDRESS		string	Specify the address of the draft entry
T.R.No	AFM		string	Specify the tax registration number of the draft entry
City	CITY		string	Specify the city of the draft entry
Code	CODE	True	string	Insert a draft entry code
Country	COUNTRY		string	Specify the country of the draft entry
Area	DISTRICT		string	Specify the area of the draft entry
Prefecture	DISTRICT1		string	Specify the prefecture of the draft entry
Category	DRAFTTYPE		string	Specify the category of the draft entry
Company email	EMAIL		string	Specify the company email of the draft entry
Business email	EMAIL1		string	Specify the business email of the draft entry
Personal email	EMAIL2		string	Specify the personal email of the draft entry
ID card No	IDENTITYNUM		string	Specify the ID card number of the draft entry
Activity	JOBTYPETRD		string	Specify the activity of the draft entry
Mobile telephone	MOBILEPHONE		string	Specify the mobile telephone number of the draft entry
Name/Title	NAMEC		string	Specify the name/title of the draft entry
First name	NAMEF		string	Specify the first name of the draft entry
Surname	NAMEL		string	Specify the surname of the draft entry
General Com. Reg.	NUMCG		string	Specify the general commercial registry of the draft entry
Business telephone	PHONE1		string	Specify the business telephone number of the draft entry
Internal telephone	PHONEEXT		string	Specify the internal telephone number of the draft entry
Personal telephone	PHONELOCAL		string	Specify the personal telephone number of the draft entry
Comments	REMARKS		string	Insert comments
Title	SOTITLENAME		string	Specify the job title of the draft entry
Web page	WEBPAGE		string	Specify the web page of the draft entry
Zip	ZIP		string	Specify the zip code of the draft entry
Branch	BRANCH		string	Select the branch or enter the branch ID
Business unit	BUSUNITS		string	Select the business unit or enter the business unit ID
Department	DEPART		string	Select the department or enter the department ID
Project	PRJC		string	Select the project or enter the project ID
Source	PRJCLEAD		string	Select the source or enter the source ID

Returns

Body: setData200response

Insert or Modify Email

Operation ID:: SetSOEMAIL

Insert or Modify the data of an Email Object identified by a KEY (Email ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
Status	ACTSTATUS		string	Select status (0 for 'Indifferent', 1 for 'To be activated', 2 for 'In progress', 3 for 'Completed', 4 for 'Cancelled', 5 for 'Waiting', 6 for 'Postponed')
Subject	COMMENTS		string	Specify the subject of the mail
Series	SERIES	True	string	Select the Series of the E-mail or enter the Series ID
Mail date	TRNDATE		date-time	Specify the E-mail Date in YYYY-MM-DD format, or leave it blank for today
From (Send as)	FROMADDRESS		string	Email address to send mail from (requires "Send as" or "Send on behalf of" permission for that mailbox)
Sender	FROMNAME		string	Specify the mailbox's owner and sender's name
BCC	SOBCC		string	Specify email addresses separated by semicolons like someone@softone.gr
Body	SOBODY		string	Specify the body of the mail
CC	SOCC		string	Specify email addresses separated by semicolons like someone@softone.gr
To	SOTO		string	Specify email addresses separated by semicolons like someone@softone.gr
line No	LINENUM		string	Specify the line No. of the attached item
name	NAME		string	Specify the file name of the attached item
url	SOFNAME		string	Specify the url address of the attached item
FORM	FORM		string	Specify the form of the email
KEY	KEY		string	Enter a valid email record ID to modify it

Returns

Body: setData200response

Insert or Modify Expenses

Operation ID:: SetExpense

Insert or Modify the data of an Expense Object identified by a KEY (Expense ID) . If the KEY is empty or missing a record is inserted.he data of a record in an Expense Object identified by a KEY. If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify expense's form
KEY	KEY		string	Enter a valid expense record ID to modify it
Code	CODE	True	string	Insert an expense code
Invoicing category	LISOURCETYPE	True	string	Select invoicing category (12 for 'Suppliers', 13 for 'Customers', 14 for 'Cash accounts',15 for 'Debtors',16 for 'Creditors')
Commercial category	MTRCATEGORY		string	Specify the expense's commercial category
Type	MTRTYPE		string	Select expense's type (0 for 'Normal', 1 for 'Expense', 2 for 'VAT only')
Name	NAME	True	string	Specify the expense's name
Comments	REMARKS		string	Insert comments
Fee value	SOPAYVALUE		string	Select fee value (1 for 'Gross Salary', 2 for 'Deductions', 3 for 'Tax',4 for 'Stamp',5 for 'OGA Stamp')
Vat Group	VAT	True	string	Select the expense's Value Added Tax group or enter the Vat ID

Returns

Body: setData200response

Insert or Modify Expenses Document

Operation ID:: SetExpensesDoc

Insert or Modify the data of an Expenses document object identified by a KEY (Document ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
Line No	LINENUM		string	Specify the item's line number or leave it blank for default
Line value	LINEVAL		string	Specify the expense's line value
Expense	MTRL		string	Select an expense or enter the expense ID
VAT	VAT		string	Select VAT or enter the VAT ID
Project	PRJC		string	Select the project or enter the project ID
Comments	REMARKS		string	Insert comments
Series	SERIES	True	string	Select the Series of the document or enter the Series ID
Supplier	TRDR	True	string	Select the Customer or enter the Customer ID
Transaction date	TRNDATE		string	Specify the transaction date in YYYY-MM-DD format, or leave it blank for today
FORM	FORM		string	Specify document's form
KEY	KEY		string	Enter a valid document record ID to modify it

Returns

Body: setData200response

Insert or Modify Item

Operation ID:: SetItem

Insert or Modify the data of an Item Object identified by a KEY (Item ID) . If the KEY is empty or missing a record is inserted.he data of a record in an Item Object identified by a KEY. If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify item's form
KEY	KEY		string	Enter a valid item record ID to modify it
Code	CODE	True	string	Insert an item code
Commercial category	MTRCATEGORY		string	Specify the item's commercial category
Item group	MTRGROUP		string	Select the item's group or enter the item's group ID
Base unit of measure	MTRUNIT1	True	string	Select the item's U.o.M or enter the U.o.M ID
Name	NAME	True	string	Specify the item's name
Retail price	PRICER		string	Specify the item's retail price
Wholesale price	PRICEW		string	Specify the item's wholesale price
Comments	REMARKS		string	Insert comments
Discount	SODISCOUNT		string	Specify the item's discount
Vat Group	VAT	True	string	Select the item's Value Added Tax group or enter the Vat ID

Returns

Body: setData200response

Insert or Modify Meeting

Operation ID:: SetMeeting

Insert or Modify the data of a Meeting Object identified by a KEY (Meeting ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
Operator	ACTOR		string	Select the operator or enter the operator ID
Operator contact	ACTPRSN		string	Select the contact of the operator or enter the contact ID
Status	ACTSTATUS		string	Select status (0 for 'Indifferent', 1 for 'To be activated', 2 for 'In progress', 3 for 'Completed', 4 for 'Cancelled', 5 for 'Waiting', 6 for 'Postponed')
Subject	COMMENTS		string	Specify the subject of the meeting
Due date	FINALDATE		date-time	Specify the date the meeting was created in YYYY-MM-DD format, or leave it blank for today
Start date	FROMDATE		date-time	Specify the date the meeting was created in YYYY-MM-DD format, or leave it blank for today
Ordered By	ORDEREDBY		string	Select the orderer or enter the orderer ID
Ordered By Contact	ORDPRSN		string	Select the contact of the orderer or enter the contact ID
Priority	PRIORITY		string	Select priority or enter a valid priority ID
Project	PRJC		string	Select the project or enter the project ID
Comments	REMARKS		string	Insert comments
Series	SERIES	True	string	Select the Series of the Meeting or enter the Series ID
Customer	TRDR		string	Select the customer or enter the customer ID
Insert date	TRNDATE		date-time	Specify the date the meeting was created in YYYY-MM-DD format, or leave it blank for today
line No	LINENUM		string	Specify the line No. of the attached item
name	NAME		string	Specify the file name of the attached item
url	SOFNAME		string	Specify the url address of the attached item
FORM	FORM		string	Specify the meeting's form
KEY	KEY		string	Enter a valid meeting record ID to modify it

Returns

Body: setData200response

Insert or Modify Payments Document

Operation ID:: SetCfnsupdoc

Insert or Modify the data of a Payments document Object identified by a KEY (Document ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
Credit card No.	CRDCARDNUM		string	Specify the credit card's number
Credit card	CREDITCARDS		integer	Select a credit card or enter a credit card ID
Credit card line No.	LINENUM		integer	Specify the credit card's line number or leave it blank for default
Card line value	LINEVAL		integer	Specify the credit card's line value
Cash line No.	LINENUM		integer	Specify the cash line number or leave it blank for default
Cash line value	LINEVAL		integer	Specify the cash line value
Project	PRJC		string	Select the project or enter the project ID
Comments	REMARKS		string	Insert comments
Series	SERIES	True	string	Select the series of the document or enter a series ID
Supplier	TRDR	True	string	Select the customer or enter the customer ID
Transaction date	TRNDATE		string	Specify transaction date in YYYY-MM-DD format or leave it blank for today
Cheque No.	CCHEQUENUMBER		string	Insert cheque No.
Cheque due date	CFINALDATE		date-time	Specify cheque's due date with format: YYYY-MM-DD or leave it blank for today's date
Cheque	CODE		string	Insert cheque code
Cheque series	CSERIES		integer	Select cheque series or enter cheque series ID
Cheque line number	LINENUM		integer	Specify the cheque line number or leave it blank for default
Cheque line value	LINEVAL		integer	Specify cheque line value
Cheque transaction type	TPRMS		integer	Select transaction type or enter transaction type ID
FORM	FORM		string	Specify document's form
KEY	KEY		string	Enter a valid document record ID to modify it

Returns

Body: setData200response

Insert or Modify Project

Operation ID:: SetProject

Insert or Modify the data of a Project Object identified by a KEY (Project ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify contact's form
KEY	KEY		string	Enter a valid contact ID to modify it
Status	ACTSTATUS		string	Select status (0 for 'Indifferent', 1 for 'To be activated', 2 for 'In progress', 3 for 'Completed', 4 for 'Cancelled', 5 for 'Waiting', 6 for 'Postponed')
Code	CODE	True	string	Insert a contact code
Due date	FINALDATE		date-time	Specify the due date of the task in YYYY-MM-DD format, or leave it blank for today
Start date	FROMDATE		date-time	Specify the date the task was created in YYYY-MM-DD format, or leave it blank for today
Name	NAME	True	string	Specify the name of the project
Variation	PRJCRM		string	Select variation (0 for 'Project', 1 for 'Campaign', 2 for 'Opportunity')
Comments	REMARKS		string	Insert comments
line No	LINENUM		string	Specify the line No. of the attached item
name	NAME		string	Specify the file name of the attached item
url	SOFNAME		string	Specify the url address of the attached item

Returns

Body: setData200response

Insert or Modify Purchases Document

Operation ID:: SetPurdoc

Insert or Modify the data of a Purchase document Object identified by a KEY (Document ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
Discount	DISC1PRC		integer	Specify the item's discount
Line No	LINENUM		string	Specify the item's line number or leave it blank for default
Line value	LINEVAL		string	Specify the item's line value
Item	MTRL		string	Select an item or enter the item id
Price	PRICE		string	Specify the item's price
Quantity	QTY		integer	Specify the item's quantity
Warehouse	WHOUSE	True	string	Select the warehouse or insert the warehouse ID
Discount	DISC1PRC		string	Specify the document's discount
Payment	PAYMENT		string	Select the payment method or enter the payment ID
Project	PRJC		string	Select the project or enter the project ID
Comments	REMARKS		string	Insert comments
Series	SERIES	True	string	Select the series of the document or enter the series ID
Currency	SOCURRENCY	True	string	Select the payment currency or enter the currency ID
Total	SUMAMNT		string	Specify the document's total value
Supplier	TRDR	True	string	Select the supplier or enter the supplier ID
Transaction date	TRNDATE		string	Specify the transaction date in YYYY-MM-DD format, or leave it blank for today
Discount	DISC1PRC		integer	Specify the service's discount
Line No.	LINENUM		string	Specify the service's line number or leave it blank for default
Line value	LINEVAL		string	Specify the service's line value
Service	MTRL		string	Select a service or enter the service id
Price	PRICE		string	Specify the service's price
Quantity	QTY		integer	Specify the service's quantity
FORM	FORM		string	Specify document's form
KEY	KEY		string	Enter a valid document record ID to modify it

Returns

Body: setData200response

Insert or Modify Sales Document

Operation ID:: SetSaldoc

Insert or Modify the data of a Sales Document record, identified by a KEY. If the KEY is empty or missing, a new record will be created

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY		string	Enter a valid document record ID to modify it
Discount	DISC1PRC		string	Specify the item's discount
Line No.	LINENUM		string	Specify the item's line number or leave it blank for default.
Line value	LINEVAL		string	Specify the item's line value
Item	MTRL		string	Select an item or enter the item ID
Price	PRICE		string	Specify the item's price
Quantity	QTY		string	Specify the item's quantity
Warehouse	WHOUSE	True	string	Select the warehouse or enter the warehouse ID
Discount	DISC1PRC		string	Specify the document's Discount
Discount value	DISC1VAL		string	Specify the document's Discount value
Net amount	NETAMNT		string	Specify the document's Net amount
Payment	PAYMENT	True	string	Select the payment method or enter the payment ID
Project	PRJC		string	Select the project or enter the project ID
Comments	REMARKS		string	Insert comments
Series	SERIES	True	string	Select the Series of the document or enter the Series ID
Currency	SOCURRENCY	True	string	Select the payment currency or enter the currency ID
Total	SUMAMNT		string	Specify the document's Total value
Customer	TRDR	True	string	Select the Customer or enter the Customer ID
Transaction date	TRNDATE		string	Specify the transaction date in YYYY-MM-DD format, or leave it blank for today
VAT	VATAMNT		string	Specify the document's Total VAT
Discount	DISC1PRC		integer	Specify the service's discount
Line No.	LINENUM		string	Specify the service's line number or leave it blank for default
Line value	LINEVAL		string	Specify the service's line value
Service	MTRL		string	Select a service or enter the service ID
Price	PRICE		string	Specify service's price
Quantity	QTY		integer	Specify the service's quantity

Returns

Body: setData200response

Insert or Modify Service

Operation ID:: SetService

Insert or Modify the data of a Service Object identified by a KEY (Service ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify service's form
KEY	KEY		string	Enter a valid service record ID to modify it
Code	CODE	True	string	Insert a service code
Commercial category	MTRCATEGORY		string	Specify the service's commercial category
Service group	MTRGROUP		string	Select the service's group or enter the service's group ID
Base unit of measure	MTRUNIT1	True	string	Select the service's U.o.M or enter the U.o.M ID
Name	NAME	True	string	Specify the service's name
Retail price	PRICER		string	Specify the service's retail price
Wholesale price	PRICEW		string	Specify the service's wholesale price
Comments	REMARKS		string	Insert comments
Discount	SODISCOUNT		string	Specify the service's discount
Vat Group	VAT	True	string	Select the service's Value Added Tax group or enter the Vat ID

Returns

Body: setData200response

Insert or Modify Stock Document

Operation ID:: SetItedoc

Insert or Modify the data of a Stock Document record, identified by a KEY. If the KEY is empty or missing, a new record will be created

Parameters

Name	Key	Required	Type	Description
FORM	FORM		string	Specify document's form
KEY	KEY		string	Enter a valid document record ID to modify it
Reason	COMMENTS		string	Specify document's reason
Comments	REMARKS		string	Insert comments
Series	SERIES	True	string	Select the Series of the document or enter the Series ID
Transaction date	TRNDATE		string	Specify the transaction date in YYYY-MM-DD format, or leave it blank for today
Discount	DISC1PRC		string	Specify the item's discount
Line No.	LINENUM		string	Specify the item's line number or leave it blank for default.
Line value	LINEVAL		string	Specify the item's line value
Item	MTRL		string	Select an item or enter the item ID
Price	PRICE		string	Specify the item's price
Quantity	QTY		string	Specify the item's quantity
Warehouse	WHOUSE	True	string	Select the warehouse or enter the warehouse ID

Returns

Body: setData200response

Insert or Modify Supplier

Operation ID:: SetSupplier

Insert or Modify the data of a Supplier Object identified by a KEY (Supplier ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
Bank	BANK		string	Select a bank
IBAN	IBAN		string	Insert International Bank Account number
Bank account comments	REMARKS		string	Insert comments for this bank account
Address	ADDRESS		string	Specify the primary address of the supplier
T.R.No	AFM		string	Specify the tax registration number of the supplier
City	CITY		string	Specify the city of the supplier
Code	CODE	True	string	Insert a supplier code
Location area	DISTRICT		string	Specify the location area of the supplier
Email	EMAIL		string	Specify the email address of the supplier
FAX	FAX		string	Specify the fax number of the supplier
Tax office	IRSDATA		string	Select the tax office of the supplier
Profession	JOBTYPETRD		string	Specify the profession of the supplier
Name	NAME	True	string	Specify the name of the supplier
Primary telephone	PHONE01		string	Specify the primary telephone number of the supplier
Comments	REMARKS		string	Insert comments
ZIP	ZIP		string	Specify the zip code of the supplier
FORM	FORM		string	Specify supplier's form
KEY	KEY		string	Enter a valid supplier ID to modify it

Returns

Body: setData200response

Insert or Modify Task

Operation ID:: SetSOTASK

Insert or Modify the data of a Task Object identified by a KEY (Task ID) . If the KEY is empty or missing a record is inserted.

Parameters

Name	Key	Required	Type	Description
Operator	ACTOR		string	Select the operator or enter the operator ID
Operator contact	ACTPRSN		string	Select the contact of the operator or enter the contact ID
Status	ACTSTATUS		string	Select status (0 for 'Indifferent', 1 for 'To be activated', 2 for 'In progress', 3 for 'Completed', 4 for 'Cancelled', 5 for 'Waiting', 6 for 'Postponed')
Subject	COMMENTS		string	Specify the subject of the task
Due date	FINALDATE		date-time	Specify the due date of the task in YYYY-MM-DD format, or leave it blank for today
Start date	FROMDATE		date-time	Specify the date the task was created in YYYY-MM-DD format, or leave it blank for today
Ordered By	ORDEREDBY		string	Select the orderer or enter the orderer ID
Ordered By Contact	ORDPRSN		string	Select the contact of the orderer or enter the contact ID
Priority	PRIORITY		string	Select priority or enter a valid priority ID
Project	PRJC		string	Select the project or enter the project ID
Comments	REMARKS		string	Insert comments
Series	SERIES	True	string	Select the Series of the Task or enter the Series ID
Customer	TRDR		string	Select the customer or enter the customer ID
Insert date	TRNDATE		date-time	Specify the date the task was created in YYYY-MM-DD format, or leave it blank for today
line No	LINENUM		string	Specify the line No. of the attached item
name	NAME		string	Specify the file name of the attached item
url	SOFNAME		string	Specify the url address of the attached item
FORM	FORM		string	Specify the task's form
KEY	KEY		string	Enter a valid task record ID to modify it

Returns

Body: setData200response

Insert Remote Key

Operation ID:: SetRemoteKey

Insert third-party application ID to a Soft1 Object

Parameters

Name	Key	Required	Type	Description
KEY	KEY	True	string	Enter a valid Soft1 Object ID
Remote Key	REFID	True	string	Enter a valid third-party application ID
Soft1 Object	SOSOURCE	True	string	Select Soft1 Object

Returns

Body: setData200response

Microservice

Operation ID:: Microservice

Makes a call to a Soft1 microservice. Insert request's body and web service's endpoint.

Parameters

Name	Key	Required	Type	Description
Body	body	True	string	Insert request body
Endpoint	endpoint	True	string	Specify web service's url endpoint

Returns

Triggers

When a record is created	This operation triggers when there are newly created records of the selected object
When a record is created or modified	This operation triggers when there are newly created or modified records of the selected object
When a record is deleted	This operation triggers when a record of the selected object is deleted
When a record is modified	This operation triggers when there are modified records of the selected object

When a record is created

Operation ID:: WebhookOnInsert

This operation triggers when there are newly created records of the selected object

Parameters

Name	Key	Required	Type	Description
Condition	condition		string	Specify a condition
Object	object	True	string	Select an object that triggers this operation

Returns

Name	Path	Type	Description
ID	id	string	ID of the record that was created. Use with the corresponding 'Get' action to fetch the content of the record

When a record is created or modified

Operation ID:: Webhook

This operation triggers when there are newly created or modified records of the selected object

Parameters

Name	Key	Required	Type	Description
Condition	condition		string	Specify a condition
Object	object	True	string	Select an object that triggers this operation

Returns

Name	Path	Type	Description
ID	id	string	ID of the record that was created or modified. Use with the corresponding 'Get' action to fetch the content of the record

When a record is deleted

Operation ID:: WebhookOnDelete

This operation triggers when a record of the selected object is deleted

Parameters

Name	Key	Required	Type	Description
Condition	condition		string	Specify a condition
Object	object	True	string	Select an object that triggers this operation

Returns

Name	Path	Type	Description
ID	id	string	ID of the record that was deleted

When a record is modified

Operation ID:: WebhookOnUpdate

This operation triggers when there are modified records of the selected object

Parameters

Name	Key	Required	Type	Description
Condition	condition		string	Specify a condition
Object	object	True	string	Select an object that triggers this operation

Returns

Name	Path	Type	Description
ID	id	string	ID of the record that was modified. Use with the corresponding 'Get' action to fetch the content of the record

Definitions

setData200response

Name	Path	Type	Description
Error	error	string	Error message if action is unsuccessful
Error code	errorcode	integer	Error code if action is unsuccessful
ID	id	string	ID of the document record that was created or modified
Success	success	boolean	Is action successful?

Megosztás a következőn keresztül:

Soft1

Prerequisites

How to get credentials

Getting started with your connector

Throttling Limits

Actions

Get Cheque

Parameters

Returns

Get Collections Document

Parameters

Returns

Get Contact

Parameters

Returns

Get Customer

Parameters

Returns

Get Draft entry

Parameters

Returns

Get Email

Parameters

Returns

Get Expenses

Parameters

Returns

Get Expenses Document

Parameters

Returns

Get Item

Parameters

Returns

Get Meeting

Parameters

Returns

Get Payments Document

Parameters

Returns

Get Project

Parameters

Returns

Get Purchases Document

Parameters

Returns

Get Sales Document

Parameters

Returns

Get Services

Parameters

Returns

Get Stock Document

Parameters

Returns

Get Supplier

Parameters

Returns

Get System parameters

Returns

Get Task

Parameters

Returns

Insert or Modify Cheque

Parameters

Returns

Insert or Modify Collections Document

Parameters

Returns

Insert or Modify Contact

Parameters

Returns

Insert or Modify Customer

Parameters

Returns

Insert or Modify Draft entry

Parameters

Returns

Insert or Modify Email

Parameters