Returns client financial data
Client Financial
| Parameter | Mandatory | Description | Examples | More Info |
|---|---|---|---|---|
| API | Yes | The API area | clients.json | |
| General | Yes | Parameters described in overview | Authorization: Bearer <access_token> header — see Synergist API Authentication | Structure of an API call |
| Model Structure | Yes | Name of model required | modelstructure=clientfinancial | Using data models |
| View | No | Stored filter applied | Using views | |
| Sort | No | Change the view's default sort order | sort=CLIENT | Sorting |
| Filters | No | Filter by a key field | Filters | |
| Company | Yes | The company number | company=1 | |
| Identifier | Yes | Client ID | client=1/P0909 |
Example request (OAuth 2.0):
Authorization: Bearer <access_token>
http://<SERVER>/jsonapi/clients.json?company=1&version=6&&company=1&style=modeldata&modelstructure=clientfinancial&client=1/P0909
Example request (legacy username/password):
http://<SERVER>/jsonapi/clients.json?company=1&version=6&&company=1&style=modeldata&modelstructure=clientfinancial&client=1/P0909&user=<username>&password=<password>
Example response:
{
"responsecode": 1,
"responsestatus": "OK",
"errorcode": 0,
"errormessage": "",
"totalrows": 1,
"totalpages": 1,
"responsemessage": "",
"pagerows": 0,
"pagenumber": 1,
"success": true,
"data": [
{
"clientUuid": "CA1D229D72D8EB47A659669DD39FE48D",
"clientTimeStampModified": 1554299566,
"clientRecordVersionNumber": 16,
"clientChargeTypeDescription": "Quote",
"clientInvestment": 0,
"clientTurnover": 0,
"clientJobPhaseStatus": "Company Default",
"clientTaxCodeDescripton": "1 (20%)",
"clientCode": "26/C0127",
"clientName": "Amazon",
"clientMultiCurrency": true,
"clientNominal": "",
"clientNominalPurchase": "",
"clientEbillingRef": "",
"clientODCreditLimit": 0,
"clientPaymentTermsDescription": "Immediate",
"clientPaymentTermsInternal": 3,
"clientPOMarkUp": true,
"clientPOMarkUpPercent": 100,
"clientPostingAccount": "",
"clientChargeType": true,
"clientCurrencycode": "",
"clientCurrency": "- Base currency -",
"clientInvestmentOpenBal": 0,
"clientJobPrefix": "",
"clientVatReg": "4344333",
"clientTaxCode": 1,
"clientTaxRate": 20,
"clientDefaultStatus": 0
}
]
}Note: needs 12.2 for custom fields
