GET /customerManagement/customer/{ID}
- Partially supported (i.e. only fields and sub entities that conform to Salesforce model are mapped)
Retrieving the Customer is a supported service (with partial field alignment). Only GET by ID will be supported.
RESOURCE | ELEMENT | SALESFORCE FIELD | OTB MAPPING |
---|---|---|---|
CustomerAccount { | |||
id | Account.ID | YES | |
href | Resource Locator | GENERATED | |
name | Account.Name | YES | |
description | Account.Description | YES | |
status | NO | ||
accountType | Account.Type | YES | |
creditLimit | NO | ||
pin | NO | ||
receivableBalance | NO | ||
customerAccountTaxExemption[] | NO | ||
customerAccountRelationship[] | NO | ||
contact[] | Account__r.Contact | YES | |
customer | NO | ||
customerAccountBalance[] | NO | ||
paymentPlan[] | NO | ||
lastModified | Account.lastModifiedDate | YES | |
} | |||
CustomerAccountTaxExemption{ | NO | ||
issuingJurisdiction | NO | ||
certificateNumber | NO | ||
reason | NO | ||
validFor | NO | ||
} | |||
CustomerAccountRelationship{ | NO | ||
relationshipType | NO | ||
validFor | NO | ||
customerAccount[] | NO | ||
} | |||
Contact{ | |||
contactType | Account__r.Contact.RecordTypeId.DeveloperName | YES | |
validFor | NO | ||
contactName | Account__r.Contact.Name | YES | |
partyRoleType | Account__r.Contact.AccountContactRole.Role | YES | |
contactMedium[] | YES | ||
relatedParty | NO | ||
} | |||
CustomerRef{ | |||
id | NO | ||
href | NO | ||
name | NO | ||
description | NO | ||
} | NO | ||
CustomerAccountBalance{ | NO | ||
type | NO | ||
amount | NO | ||
validFor | NO | ||
status | NO | ||
} | |||
PaymentPlan{ | NO | ||
status | NO | ||
type | NO | ||
priority | NO | ||
amount | NO | ||
paymentFrequency | NO | ||
numberOfPayments | NO | ||
validFor | NO | ||
paymentMean | NO | ||
} | |||
ValidFor{ | NO | ||
startDateTime | NO | ||
endDateTime | NO | ||
} | |||
CustomerAccountRef{ | NO | ||
id | NO | ||
href | NO | ||
name | NO | ||
description | NO | ||
status | NO | ||
} | |||
ContactMedium{ | |||
type | Account.Contact.[emai,phone,etc.] | YES | |
validFor | NO | ||
medium | Account.Contact.[emai,phone,etc.] | YES | |
preferred | NO | ||
} | |||
Reference{ | NO | ||
id | NO | ||
href | NO | ||
role | NO | ||
name | NO | ||
} | |||
PaymentMeanRef{ | NO | ||
id | NO | ||
href | NO | ||
name | NO | ||
} | |||
Medium { | NO | ||
city | NO | ||
country | NO | ||
emailAddress | NO | ||
type | NO | ||
number | NO | ||
postcode | NO | ||
stateOrProvince | NO | ||
streetOne | NO | ||
streetTwo | NO | ||
} |
PUT /customerManagement/customer/{ID}
- Partially supported (i.e. only fields and sub entities that conform to Salesforce model are mapped)
The PUT operation will only support updating fields (will not support blank fields for example) - similar to PATCH operation
RESOURCE | ELEMENT | SALESFORCE FIELD | OTB MAPPING |
---|---|---|---|
CustomerAccount { | |||
id | Account.ID | NO | |
href | Resource Locator | GENERATED | |
name | Account.Name | YES | |
description | Account.Description | YES | |
status | NEW | ||
accountType | Account.Type | YES | |
creditLimit | NEW | ||
pin | NEW | ||
receivableBalance | NO | ||
customerAccountTaxExemption[] | NO | ||
customerAccountRelationship[] | NO | ||
contact[] | Account__r.Contact | YES | |
customer | NO | ||
customerAccountBalance[] | NO | ||
paymentPlan[] | NO | ||
lastModified | Account.lastModifiedDate | YES | |
} | |||
CustomerAccountTaxExemption{ | |||
issuingJurisdiction | NO | ||
certificateNumber | NO | ||
reason | NO | ||
validFor | NO | ||
} | |||
CustomerAccountRelationship{ | |||
relationshipType | NO | ||
validFor | NO | ||
customerAccount[] | NO | ||
} | |||
Contact{ | |||
contactType | Account__r.Contact.RecordTypeId.DeveloperName | YES | |
validFor | NO | ||
contactName | Account__r.Contact.Name | YES | |
partyRoleType | Account__r.Contact.AccountContactRole.Role | YES | |
contactMedium[] | YES | ||
relatedParty | NO | ||
} | |||
CustomerRef{ | |||
id | NO | ||
href | NO | ||
name | NO | ||
description | NO | ||
} | |||
CustomerAccountBalance{ | |||
type | NO | ||
amount | NO | ||
validFor | NO | ||
status | NO | ||
} | |||
PaymentPlan{ | |||
status | NO | ||
type | NO | ||
priority | NO | ||
amount | NO | ||
paymentFrequency | NO | ||
numberOfPayments | NO | ||
validFor | NO | ||
paymentMean | NO | ||
} | |||
ValidFor{ | |||
startDateTime | NO | ||
endDateTime | NO | ||
} | |||
CustomerAccountRef{ | |||
id | |||
href | |||
name | |||
description | |||
status | |||
} | |||
ContactMedium{ | |||
type | Account.Contact.[emai,phone,etc.] | YES | |
validFor | NO | ||
medium | Account.Contact.[emai,phone,etc.] | YES | |
preferred | NO | ||
} | |||
Reference{ | NO | ||
id | NO | ||
href | NO | ||
role | NO | ||
name | NO | ||
} | |||
PaymentMeanRef{ | |||
id | NO | ||
href | NO | ||
name | NO | ||
} | |||
Medium { | |||
city | NO | ||
country | NO | ||
emailAddress | NO | ||
type | NO | ||
number | NO | ||
postcode | NO | ||
stateOrProvince | NO | ||
streetOne | NO | ||
streetTwo | NO | ||
} |
PATCH /customerManagement/customerAccount/{ID}
- Partially supported (i.e. only fields and sub entities that conform to Salesforce model are mapped)
This service is a partial update (similar to the way Salesforce works)
RESOURCE | ELEMENT | SALESFORCE FIELD | OTB MAPPING |
---|---|---|---|
CustomerAccount { | |||
id | Account.ID | NO | |
href | Resource Locator | GENERATED | |
name | Account.Name | YES | |
description | Account.Description | YES | |
status | NEW | ||
accountType | Account.Type | YES | |
creditLimit | NEW | ||
pin | NEW | ||
receivableBalance | NO | ||
customerAccountTaxExemption[] | NO | ||
customerAccountRelationship[] | NO | ||
contact[] | Account__r.Contact | YES | |
customer | NO | ||
customerAccountBalance[] | NO | ||
paymentPlan[] | NO | ||
lastModified | Account.lastModifiedDate | YES | |
} | |||
CustomerAccountTaxExemption{ | |||
issuingJurisdiction | NO | ||
certificateNumber | NO | ||
reason | NO | ||
validFor | NO | ||
} | |||
CustomerAccountRelationship{ | |||
relationshipType | NO | ||
validFor | NO | ||
customerAccount[] | NO | ||
} | |||
Contact{ | |||
contactType | Account__r.Contact.RecordTypeId.DeveloperName | YES | |
validFor | NO | ||
contactName | Account__r.Contact.Name | YES | |
partyRoleType | Account__r.Contact.AccountContactRole.Role | YES | |
contactMedium[] | YES | ||
relatedParty | NO | ||
} | |||
CustomerRef{ | |||
id | NO | ||
href | NO | ||
name | NO | ||
description | NO | ||
} | |||
CustomerAccountBalance{ | |||
type | NO | ||
amount | NO | ||
validFor | NO | ||
status | NO | ||
} | |||
PaymentPlan{ | |||
status | NO | ||
type | NO | ||
priority | NO | ||
amount | NO | ||
paymentFrequency | NO | ||
numberOfPayments | NO | ||
validFor | NO | ||
paymentMean | NO | ||
} | |||
ValidFor{ | |||
startDateTime | NO | ||
endDateTime | NO | ||
} | |||
CustomerAccountRef{ | |||
id | |||
href | |||
name | |||
description | |||
status | |||
} | |||
ContactMedium{ | |||
type | Account.Contact.[emai,phone,etc.] | YES | |
validFor | NO | ||
medium | Account.Contact.[emai,phone,etc.] | YES | |
preferred | NO | ||
} | |||
Reference{ | NO | ||
id | NO | ||
href | NO | ||
role | NO | ||
name | NO | ||
} | |||
PaymentMeanRef{ | |||
id | NO | ||
href | NO | ||
name | NO | ||
} | |||
Medium { | |||
city | NO | ||
country | NO | ||
emailAddress | NO | ||
type | NO | ||
number | NO | ||
postcode | NO | ||
stateOrProvince | NO | ||
streetOne | NO | ||
streetTwo | NO | ||
} |
POST /customerManagement/customer
Partially supported (i.e. only fields and sub entities that conform to Salesforce model are mapped)
POST requests are supported to create accounts (This is an atomic creation request - i.e. can only create a single account at a time)
RESOURCE | ELEMENT | SALESFORCE FIELD | OTB MAPPING |
---|---|---|---|
CustomerAccount { | |||
id | Account.ID | NO | |
href | Resource Locator | GENERATED | |
name | Account.Name | YES | |
description | Account.Description | YES | |
status | NEW | ||
accountType | Account.Type | YES | |
creditLimit | NEW | ||
pin | NEW | ||
receivableBalance | NO | ||
customerAccountTaxExemption[] | NO | ||
customerAccountRelationship[] | NO | ||
contact[] | Account__r.Contact | YES | |
customer | NO | ||
customerAccountBalance[] | NO | ||
paymentPlan[] | NO | ||
lastModified | Account.lastModifiedDate | YES | |
} | |||
CustomerAccountTaxExemption{ | |||
issuingJurisdiction | NO | ||
certificateNumber | NO | ||
reason | NO | ||
validFor | NO | ||
} | |||
CustomerAccountRelationship{ | |||
relationshipType | NO | ||
validFor | NO | ||
customerAccount[] | NO | ||
} | |||
Contact{ | |||
contactType | Account__r.Contact.RecordTypeId.DeveloperName | YES | |
validFor | NO | ||
contactName | Account__r.Contact.Name | YES | |
partyRoleType | Account__r.Contact.AccountContactRole.Role | YES | |
contactMedium[] | YES | ||
relatedParty | NO | ||
} | |||
CustomerRef{ | |||
id | NO | ||
href | NO | ||
name | NO | ||
description | NO | ||
} | |||
CustomerAccountBalance{ | |||
type | NO | ||
amount | NO | ||
validFor | NO | ||
status | NO | ||
} | |||
PaymentPlan{ | |||
status | NO | ||
type | NO | ||
priority | NO | ||
amount | NO | ||
paymentFrequency | NO | ||
numberOfPayments | NO | ||
validFor | NO | ||
paymentMean | NO | ||
} | |||
ValidFor{ | |||
startDateTime | NO | ||
endDateTime | NO | ||
} | |||
CustomerAccountRef{ | NO | ||
id | NO | ||
href | NO | ||
name | NO | ||
description | NO | ||
status | NO | ||
} | |||
ContactMedium{ | |||
type | Account.Contact.[emai,phone,etc.] | YES | |
validFor | NO | ||
medium | Account.Contact.[emai,phone,etc.] | YES | |
preferred | NO | ||
} | |||
Reference{ | NO | ||
id | NO | ||
href | NO | ||
role | NO | ||
name | NO | ||
} | |||
PaymentMeanRef{ | |||
id | NO | ||
href | NO | ||
name | NO | ||
} | |||
Medium { | |||
city | NO | ||
country | NO | ||
emailAddress | NO | ||
type | NO | ||
number | NO | ||
postcode | NO | ||
stateOrProvince | NO | ||
streetOne | NO | ||
streetTwo | NO | ||
} |