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Welcome to Propertyware’s API—a powerful, RESTful programming interface that lets you leverage valuable Propertyware data.
Before you can use Propertyware’s API, you’ll need to make some tweaks to your account settings.
In order to start creating your keys and making requests, you’ll need to enable the API.
Tip: You’ll need an administrator user role with access to Administration Setup > API Keys to set things up properly.
Let's Begin!
Sign in to your Propertyware account from your browser.
Open the Setup page
On the left navigation bar, expand Administration Setup and then click API Keys.
If you are having issues accessing the API keys page within your account you can submit a Support request for assistance.
Account-level API keys authenticate every request and keep things secure.
API keys have two components: a “client ID” and a “secret”.
Whenever you make a request, you’ll need the API key’s client ID and secret. If you forget it, make a mistake, or try to use information that’s linked to a deleted key, the API will return a 401
response code.
Tip: We compiled a list of best practices that detail how securely store API keys. Give it a read!
Now that the Open API is enabled, you’ll be able to create API keys. You’re almost there!
How to create an API key
Enter a clear, memorable name and description for your API key. It’ll make it easier to locate the right key when you make a request.
Now, choose which pieces of Propertyware data you want this API key to have access to by selecting the corresponding radio buttons. Once finished, click GENERATE KEY.
You have successfully created an API key! The client id and secret associated to this key will be presented.
Important: This is your only chance to record the secret. Make sure it’s stored somewhere secure! If it’s forgotten, you’ll need to delete this key and start from scratch.
You have now successfully created an API key and have everything you need to send requests to the Propertyware API!
Before moving on to making your first request please review Keeping API Keys Safe for an overview on securely storing your API keys.
If you are having issues creating API keys you can submit a Support request for assistance.
Based on their permissions, API keys could have full access to your account’s Propertyware data. It’s important that you only grant access to trusted applications, securely record secrets, and consider a password manager to stay organized.
You’ve done a great job setting up your account, Now, we’ll walk you through how to access your data. It’s very straightforward and should only take a few minutes!
Tip: Looking for the right HTTP client? If you’re just getting started, we recommend Postman.
If you haven't yet done so, obtain your API key client ID and secret from your Propertyware account. Your API key is how the Propertyware API authenticates requests and ensures only you can access your data.
The Propertyware API supports any standard HTTP client. If you're looking for a user-friendly HTTP client application, we recommend Postman – it allows you to access the Propertyware API without writing code. We’ll use Postman for our example below to demonstrate sending an API request.
Let's dive in and make a simple request to get all the Buildings in your account. This will confirm your connectivity to our platform and validate the keys you created on our website. Simply follow the instructions below.
client ID
, your secret
and your organization iD
respectively in these request headers: x-propertyware-client-id
x-propertyware-client-secret
x-propertyware-system-id
(organization id)The organization id uniquely identifies your Propertyware account and is an additional measure to enforce proper access to the correct data. Your client id and secret pair will only work with the organization it belongs to.
Your full request should look similar to the image below.
Review the parameters of your request on last time. Once finished, click Send.
If successful, you should see a JSON response and a 200
HTTP status code. Congratulations! You've connected to the Propertyware API.
You now have the knowledge required to make requests for any of our resources.
If you've received an error response please review the JSON response message for a description of how to resolve the issue. You can also see more information about HTTP status codes in the Response Codes section. If you are still having trouble making a request after reviewing these sections please submit a Support request.
The Propertyware API is built upon standard REST conventions. It's designed to use consistent resource-oriented URLs, accept and return JSON-encoded messages, and use standard HTTP status codes and verbs.
The base URL for production environment API requests is: https://api.propertyware.com/pw/api/v1/rest
In order to ensure all requests and responses are secure between the API consumer and Propertyware servers, requests must be made using the https
protocol. Any requests not made with the https
protocol will be refused by the Propertyware API platform.
Note: URL paths are case-sensitive to stay consistent with common REST standards. If your request doesn’t align with the documented URL path, you’ll receive a
404
response code reminding you of this constraint.
The Propertyware API is version controlled. Versioning ensures backwards-incompatible changes to the API don’t impact any existing integrations.
Propertyware uses only a major version nomenclature to manage changes. The current version of the Propertyware API is version 1. By specifying a version in the resource request URL, you'll get expected responses regardless of future changes to the API. Here's an example of calling version 1 of the retrieve all leases resource:
https://api.propertyware.com/pw/api/rest/v1/leases
Any request submitted without the version in the URL path will result in a 404
error response code.
The Propertyware API will continue to evolve to ensure it meets the needs of our customers. Changes will be defined as either backwards-compatible or backwards-incompatible.
We’ll provide advance notice for all API releases–regardless of the type of modifications being made.
Backward-compatible changes are modifications to the API that shouldn't impact existing integrations. They'll apply to the current version of the API. Simply put: you won’t need to change the version to consume new changes like these.
It's important as you develop against the Propertyware API that you ensure these types of changes don't impact your integration. Here's are examples of backward-compatible modifications.
All backward-compatible changes to the API will be documented in the Changelog.
When backwards-incompatible changes to the API occur, a new version of the API will be released. You’ll need to update the URL path to consume resources under the new API version.
Backwards-incompatible changes include:
New versions of the API will have full reference documentation and an upgrade guide.
The Propertyware API uses API key’s client IDs and secrets to authenticate requests.
An organization ID, an API key client ID and secret must be passed in every request header using the following parameters:
x-propertyware-client-id
x-propertyware-client-secret
x-propertyware-system-id
Failing to provide both of them in the request header will cause the API to return a 401
HTTP status code.
All top-level API resources support bulk fetches. For instance, you can retrieve all Portfolios. These resources also allow for filtering criteria. Each resource has descriptions of the filter criteria available.
In addition to filtering, our API gives you the ability to control the returned data’s pagination and the sort order.
Endpoints that return result sets allow for pagination using limit
and offset
request parameters to reduce the amount of data returned.
The limit
request parameter will cap the number of results that come back in the response. If you don't specify a limit
value, a default of 100 results are returned. The maximum limit
value is 500. If a limit
value is specified greater than 500, it will be overridden to the default to 500.
The offset
request parameter indicates the record position within the resultset to start at when returning the results. The offset
is zero-based and is inclusive. If no offset
value is submitted it will default to 0.
The total resultset count is returned in the HTTP Header X-Total-Count
As an example, let's say we make a request to retrieve all rental properties with no paging parameters. Our response indicates in the X-Total-Count
header that there are 150 total rental properties. We want to get only the last 50 results so we would submit a request with the offset
set to 100 and the limit
set to 50.
Note: The
limit
andoffset
parameter names are case-sensitive. If they aren't formatted correctly, the API will return a404
HTTP status code.
You can specify the sort order of returned data by assigning properties from the returned object to the orderby
parameter in the querystring. For example:
orderby=name
By default, the sort is performed in ascending order. To specify sort order, use "asc" for ascending or "desc" for descending. For example:
orderby=name desc
Additionally, you can sort by multiple properties by comma separating the properties. For example:
orderby=abbreviation asc,name desc
Note: While the
orderby
parameter is case-sensitive, the properties specified in theorderby
value aren't.
The Propertyware API supports standard HTTP status codes.
Response Code | Description |
---|---|
200 OK | Everything worked as expected. |
400 Bad Request | The request was unacceptable, often due to missing a required parameter. |
401 Unauthorized | The API client ID and secret weren’t provided or they’re no longer valid. Be sure that the client ID and secret combination are correct and they are still active. |
403 Forbidden | The API key doesn't have permission to perform the request. This could be due to authorization for the given endpoint or an inability to access given entities within the platform (e.g. properties). |
404 Not Found | The requested resource doesn't exist. |
415 Unsupported Media Type | Ensure you have the appropriate content-type header value set on your request. Each resource is documented with media type(s) that are accepted. |
429 Too Many Requests | Too many requests against the API too quickly. We recommend an exponential backoff of your requests. |
500 and above - Server Errors | Something went wrong on Propertyware's end. Review the JSON response message for more details about the error. |
If you are unable to resolve your issue after reviewing the API documentation our support team can assist you.
Beta has been removed to facilitate 'Retrieve all bills','Retrieve all bill payments','Retrieve a bill payment','Retrieve all vendor checks' and 'Retrieve a bill'.
Create/update/Retrieve VendorCheck endpoint change from bills/vendorChecks to bills/vendorChecks.
A new API has been introduced to enable adding multiple automatic charges to leases. URL : /leases/autocharges (POST)
General ledger GET end point('/accounting/generalledger') is updated to filter only 7 days duration of transactions earlier it is 30 days.
New field added "referenceNumber" in "rentAutoCharge" of create lease request.
New API introduced to update unit custom fields URL : /units/customfields (PUT) Access Permissions : Unit - Write
New API introduced to update building custom fields URL : /buildings/customfields (PUT) Access Permissions : Building - Write
An additional property , 'ready' (indicating ready to lease), has been added to create the building API. However, the 'unitCount' property value is incorrect when using the create building API.
Beta has been removed to facilitate building updates and creation in bulk for Building APi.
"Retrieve all lease journal entries". this is an extension for existing endpoint. leaseID will be part of the request params in new endpoint.
existing url: https://api.propertyware.com/pw/api/rest/v1/leases/journalentries/{leaseID} (Will be discontinued in future once new URL is being used)
New url: https://api.propertyware.com/pw/api/rest/v1/leases/journalentries
(leaseID can be sent as a request parameters)
"Retrieve all lease auto charges". this is an extension for existing endpoint. leaseID will be part of the request params in new endpoint.
existing url: https://api.propertyware.com/pw/api/rest/v1/{leaseID}/autocharges (Will be discontinued in future once new URL is being used)
New url: https://api.propertyware.com/pw/api/rest/v1/leases/autocharges
(leaseID can be sent as a request parameters)
New field "publishedForRent" is added in Building and Unit responses.
New field "role" is added in prospect contact response.
Beta has been removed to facilitate Contact update.
Allowed GET Lease charges/payments/refunds/creditmemos/adjustments, filtered by "glAccountId"
Resources providing access to accounting data such as general ledger accounts and financial transactions.
Creates a bank deposit.
Required permission:
- Write
saveBankDepositDTO
bankGLAccountID required | integer <int64> Bank general ledger account ID. |
dateOpened required | string <date> Date opened. |
listOfTxIDs required | string Comma separated list of Transaction IDs. |
description | string Description |
{- "bankGLAccountID": 0,
- "dateOpened": "2019-08-24",
- "description": "string",
- "listOfTxIDs": "string"
}
{- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "dateOpened": "string",
- "description": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "name": "string",
- "status": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Delete a Bank Deposit.Delete
bankDepositID required | integer <int64> Bank Deposit ID |
{- "body": { },
- "statusCode": "100"
}
Note: This operation is still in beta and might be subject to breaking changes. Production integrations should be avoided at this stage.
Retrieves a list of general ledger transactions.Read
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results to transactions associated with a specific lease. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
ownerID | integer <int64> Filters results to transactions associated with a specific owner. |
portfolioID | integer <int64> Filters results to transactions associated with a specific Portfolio. |
postDateEnd | string <date> Filters results to any transaction with post date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with post date on or after to the date specified. |
vendorID | integer <int64> Filters results to transactions associated with a specific vendor. |
[- {
- "comment": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "glentries": [
- {
- "buildingID": 0,
- "comment": "string",
- "credit": 0,
- "debit": 0,
- "glaccountCode": "string",
- "glaccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "ownerID": 0,
- "transactionType": "string",
- "txDate": "2019-08-24",
- "vendorID": 0
}
]
Retrieves a list of general ledger accounts.
Required permission:
- Read
Sortable by: accountcode
, id
, accountnumber
accountCode | string Filters results to accounts with a specific code. |
accountNumber | string Filters results to accounts with a specific number. |
includeDeactivated | boolean Include deactivated results if a |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
parentGLAccountId | integer <int64> Filters results to accounts that are a children of a specific parent account. |
[- {
- "accountCode": "string",
- "accountNumber": "string",
- "accountType": "string",
- "active": false,
- "autoApplyPrepayment": false,
- "bankAccountHolder": "string",
- "bankAccountNumber": "string",
- "bankAddress": "string",
- "bankAddress2": "string",
- "bankCity": "string",
- "bankInstitution": "string",
- "bankRoutingNumber": "string",
- "bankState": "string",
- "bankZip": "string",
- "camRecoveryAccount": false,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeApplicable": false,
- "name": "string",
- "parentGLAccountId": 0,
- "parentRef": "string",
- "paymentPriority": 0,
- "rentAccount": false,
- "section8": false,
- "securityDepositAccount": false,
- "taxAccount": false,
- "transferBalanceToRetainedEarnings": false
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Create a general ledger account.Write
saveAccountDTO
accountNumber required | string Account number. |
accountType required | integer <int32> Valid account types - 1:Bank, 2:Credit Card, 5:Current Asset, 12:Non-Current Asset, 6:Current Liability, 13:Non-Current Liability, 7:Equity, 8:Income, 9:Expense, 10:Non-Operating Income, 11:Non-Operating Expense. |
code required | string Account code. |
description required | string Description. |
autoApplyPrepayment | boolean Indicates if prepayments should be auto applied. |
object Bank DTO for Request | |
object Credit Card Account DTO for Request | |
object Current Asset DTO for Request | |
object Current Liability DTO for Request | |
object Equity DTO for Request | |
object Expense DTO for Request | |
object Income DTO for Request | |
object Non Current Asset DTO for Request | |
object Non Current Liability DTO for Request | |
object Non Operating Expense DTO for Request | |
object Non Operating Income DTO for Request | |
parentGLAccountId | integer <int64> Parent account ID. |
taxable | boolean Indicates if the account is taxable. |
{- "accountNumber": "string",
- "accountType": 0,
- "autoApplyPrepayment": false,
- "bank": {
- "bankAccountHolder": "string",
- "bankAccountHolderSSNMasked": "string",
- "bankAccountNumberDecrypted": "string",
- "bankAccountType": 0,
- "bankAddress": "string",
- "bankAddress2": "string",
- "bankCity": "string",
- "bankInstitution": "string",
- "bankRoutingNumberDecrypted": "string",
- "bankState": "string",
- "bankTransitFraction": "string",
- "bankZip": "string",
- "depositTicketType": 0,
- "nachaCompanyID": "string",
- "nachaEnabled": false,
- "nachaImmediateDestinationNumber": "string",
- "nachaImmediateOriginNumber": "string",
- "nachaOriginatingDFINumber": "string"
}, - "code": "string",
- "creditCard": {
- "creditCardNumber": "string"
}, - "currentAsset": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "currentLiability": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "securityDepositAccount": false,
- "taxAccount": false
}, - "description": "string",
- "equity": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false,
- "transferBalanceToRetainedEarnings": false
}, - "expense": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "income": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "section8": false,
- "taxAccount": false
}, - "nonCurrentAsset": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false
}, - "nonCurrentLiability": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "securityDepositAccount": false,
- "taxAccount": false
}, - "nonOperatingExpense": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "nonOperatingIncome": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "parentGLAccountId": 0,
- "taxable": false
}
{- "accountCode": "string",
- "accountNumber": "string",
- "accountType": "string",
- "active": false,
- "autoApplyPrepayment": false,
- "bankAccountHolder": "string",
- "bankAccountNumber": "string",
- "bankAddress": "string",
- "bankAddress2": "string",
- "bankCity": "string",
- "bankInstitution": "string",
- "bankRoutingNumber": "string",
- "bankState": "string",
- "bankZip": "string",
- "camRecoveryAccount": false,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeApplicable": false,
- "name": "string",
- "parentGLAccountId": 0,
- "parentRef": "string",
- "paymentPriority": 0,
- "rentAccount": false,
- "section8": false,
- "securityDepositAccount": false,
- "taxAccount": false,
- "transferBalanceToRetainedEarnings": false
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates general ledger accounts in bulk.Write
saveAccountDTOS
accountNumber required | string Account number. |
accountType required | integer <int32> Valid account types - 1:Bank, 2:Credit Card, 5:Current Asset, 12:Non-Current Asset, 6:Current Liability, 13:Non-Current Liability, 7:Equity, 8:Income, 9:Expense, 10:Non-Operating Income, 11:Non-Operating Expense. |
code required | string Account code. |
description required | string Description. |
autoApplyPrepayment | boolean Indicates if prepayments should be auto applied. |
object Bank DTO for Request | |
object Credit Card Account DTO for Request | |
object Current Asset DTO for Request | |
object Current Liability DTO for Request | |
object Equity DTO for Request | |
object Expense DTO for Request | |
object Income DTO for Request | |
object Non Current Asset DTO for Request | |
object Non Current Liability DTO for Request | |
object Non Operating Expense DTO for Request | |
object Non Operating Income DTO for Request | |
parentGLAccountId | integer <int64> Parent account ID. |
taxable | boolean Indicates if the account is taxable. |
[- {
- "accountNumber": "string",
- "accountType": 0,
- "autoApplyPrepayment": false,
- "bank": {
- "bankAccountHolder": "string",
- "bankAccountHolderSSNMasked": "string",
- "bankAccountNumberDecrypted": "string",
- "bankAccountType": 0,
- "bankAddress": "string",
- "bankAddress2": "string",
- "bankCity": "string",
- "bankInstitution": "string",
- "bankRoutingNumberDecrypted": "string",
- "bankState": "string",
- "bankTransitFraction": "string",
- "bankZip": "string",
- "depositTicketType": 0,
- "nachaCompanyID": "string",
- "nachaEnabled": false,
- "nachaImmediateDestinationNumber": "string",
- "nachaImmediateOriginNumber": "string",
- "nachaOriginatingDFINumber": "string"
}, - "code": "string",
- "creditCard": {
- "creditCardNumber": "string"
}, - "currentAsset": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "currentLiability": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "securityDepositAccount": false,
- "taxAccount": false
}, - "description": "string",
- "equity": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false,
- "transferBalanceToRetainedEarnings": false
}, - "expense": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "income": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "section8": false,
- "taxAccount": false
}, - "nonCurrentAsset": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false
}, - "nonCurrentLiability": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "securityDepositAccount": false,
- "taxAccount": false
}, - "nonOperatingExpense": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "nonOperatingIncome": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "parentGLAccountId": 0,
- "taxable": false
}
]
[- {
- "id": 0
}
]
Retrieves a general ledger account.
Required permission:
- Read
glAccountID required | integer <int64> GL Account ID |
{- "accountCode": "string",
- "accountNumber": "string",
- "accountType": "string",
- "active": false,
- "autoApplyPrepayment": false,
- "bankAccountHolder": "string",
- "bankAccountNumber": "string",
- "bankAddress": "string",
- "bankAddress2": "string",
- "bankCity": "string",
- "bankInstitution": "string",
- "bankRoutingNumber": "string",
- "bankState": "string",
- "bankZip": "string",
- "camRecoveryAccount": false,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeApplicable": false,
- "name": "string",
- "parentGLAccountId": 0,
- "parentRef": "string",
- "paymentPriority": 0,
- "rentAccount": false,
- "section8": false,
- "securityDepositAccount": false,
- "taxAccount": false,
- "transferBalanceToRetainedEarnings": false
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates a general ledger account.Write
glAccountID required | integer <int64> GL Account ID |
saveAccountDTO
accountNumber required | string Account number. |
accountType required | integer <int32> Valid account types - 1:Bank, 2:Credit Card, 5:Current Asset, 12:Non-Current Asset, 6:Current Liability, 13:Non-Current Liability, 7:Equity, 8:Income, 9:Expense, 10:Non-Operating Income, 11:Non-Operating Expense. |
code required | string Account code. |
description required | string Description. |
autoApplyPrepayment | boolean Indicates if prepayments should be auto applied. |
object Bank DTO for Request | |
object Credit Card Account DTO for Request | |
object Current Asset DTO for Request | |
object Current Liability DTO for Request | |
object Equity DTO for Request | |
object Expense DTO for Request | |
object Income DTO for Request | |
object Non Current Asset DTO for Request | |
object Non Current Liability DTO for Request | |
object Non Operating Expense DTO for Request | |
object Non Operating Income DTO for Request | |
parentGLAccountId | integer <int64> Parent account ID. |
taxable | boolean Indicates if the account is taxable. |
{- "accountNumber": "string",
- "accountType": 0,
- "autoApplyPrepayment": false,
- "bank": {
- "bankAccountHolder": "string",
- "bankAccountHolderSSNMasked": "string",
- "bankAccountNumberDecrypted": "string",
- "bankAccountType": 0,
- "bankAddress": "string",
- "bankAddress2": "string",
- "bankCity": "string",
- "bankInstitution": "string",
- "bankRoutingNumberDecrypted": "string",
- "bankState": "string",
- "bankTransitFraction": "string",
- "bankZip": "string",
- "depositTicketType": 0,
- "nachaCompanyID": "string",
- "nachaEnabled": false,
- "nachaImmediateDestinationNumber": "string",
- "nachaImmediateOriginNumber": "string",
- "nachaOriginatingDFINumber": "string"
}, - "code": "string",
- "creditCard": {
- "creditCardNumber": "string"
}, - "currentAsset": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "currentLiability": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "securityDepositAccount": false,
- "taxAccount": false
}, - "description": "string",
- "equity": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false,
- "transferBalanceToRetainedEarnings": false
}, - "expense": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "income": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "section8": false,
- "taxAccount": false
}, - "nonCurrentAsset": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false
}, - "nonCurrentLiability": {
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "securityDepositAccount": false,
- "taxAccount": false
}, - "nonOperatingExpense": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "nonOperatingIncome": {
- "camRecoveryAccount": false,
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "rentAccount": false,
- "taxAccount": false
}, - "parentGLAccountId": 0,
- "taxable": false
}
{- "accountCode": "string",
- "accountNumber": "string",
- "accountType": "string",
- "active": false,
- "autoApplyPrepayment": false,
- "bankAccountHolder": "string",
- "bankAccountNumber": "string",
- "bankAddress": "string",
- "bankAddress2": "string",
- "bankCity": "string",
- "bankInstitution": "string",
- "bankRoutingNumber": "string",
- "bankState": "string",
- "bankZip": "string",
- "camRecoveryAccount": false,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeApplicable": false,
- "name": "string",
- "parentGLAccountId": 0,
- "parentRef": "string",
- "paymentPriority": 0,
- "rentAccount": false,
- "section8": false,
- "securityDepositAccount": false,
- "taxAccount": false,
- "transferBalanceToRetainedEarnings": false
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Delete a general ledger account.Delete
glAccount required | integer <int64> GL Account ID |
Retrieves a list of owner contributions.
Required permission:
- Read
Sortable by: postdate
, createddate
, lastmodifieddatetime
, id
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results to with portfolioID. |
postDateEnd | string <date> Filters results to any transaction with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with a start date on or after the date specified. |
[- {
- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string"
}
]
Creates an owner contribution for a specified owner contact.
Required permission:
- Write
saveOwnerContributionDTO
amount required | number <double> Amount. |
contactID required | integer <int64> Id of the contact associated with this owner contribution. |
date required | string <date> Post Date. |
destinationAccountID required | integer <int64> Id of the bank account where the payment will be deposited. |
glAccountID required | integer <int64> Id of the general ledger account associated with this owner contribution. |
paymentType required | string Enum: "CHECK" "CHECK21" "CASHIERS_CHECK" "CREDIT_CARD" "CASH" "MONEY_ORDER" "OTHER" "CLICKPAY" "SECTION8" "EPAY" "ECHECK" "NACHA" "RENTMONEY" "PUBLIC_ASSISTANCE" Payment Type. |
portfolioID required | integer <int64> Id of the portfolio to apply the payment to. |
refNo required | string Reference No. |
comments | string Comments. |
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string"
}
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Delete Owner Contribution.Delete
ownerContributionID required | integer <int64> Owner Contribution ID |
{- "body": { },
- "statusCode": "100"
}
Retrieves a list of owner draws.
Required permission:
- Read
Sortable by: postdate
, createddate
, lastmodifieddatetime
, portfolioid
, id
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results to with portfolioID. |
postDateEnd | string <date> Filters results to any transaction with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with a start date on or after the date specified. |
[- {
- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountId": 0,
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string"
}
]
Creates an owner draw for a specified owner contact.
Required permission:
- Write
saveOwnerDrawDTO
amount required | number <double> Amount. |
contactID required | integer <int64> Id of the contact associated with this owner draw. |
date required | string <date> Post Date. |
destinationAccountID required | integer <int64> Id of the bank account where the payment will be made from. |
glAccountID required | integer <int64> Id of the general ledger account associated with this owner draw. |
portfolioID required | integer <int64> Id of the portfolio associated with this owner draw. |
toBePrinted required | boolean Indicates if Check is to be printed. |
comments | string Comments. |
refNo | string Check no required when payment method is Hand written check (i.e toBePrinted = false). |
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "portfolioID": 0,
- "refNo": "string",
- "toBePrinted": false
}
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountId": 0,
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string"
}
Updates an owner draw for a specified owner contact.
Required permission:
- Write
drawID required | integer <int64> Owner Draw ID |
saveOwnerDrawDTO
amount required | number <double> Amount. |
contactID required | integer <int64> Id of the contact associated with this owner draw. |
date required | string <date> Post Date. |
destinationAccountID required | integer <int64> Id of the bank account where the payment will be made from. |
glAccountID required | integer <int64> Id of the general ledger account associated with this owner draw. |
portfolioID required | integer <int64> Id of the portfolio associated with this owner draw. |
toBePrinted required | boolean Indicates if Check is to be printed. |
comments | string Comments. |
refNo | string Check no required when payment method is Hand written check (i.e toBePrinted = false). |
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "portfolioID": 0,
- "refNo": "string",
- "toBePrinted": false
}
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountId": 0,
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string"
}
Retrieves a list of bills.
Required permission:
- Read
Sortable by: createddate
, billdate
, billnumber
, lastmodifieddatetime
, duedate
, id
billDateEnd | string <date> Filters results to any bill with a billing date on or prior to the date specified. |
billDateStart | string <date> Filters results to any bill with a billing date on or after to the date specified. |
dueDateEnd | string <date> Filters results to any bill with a due date on or prior to the date specified. |
dueDateStart | string <date> Filters results to any bill with a due date on or after to the date specified. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
markupGLAccountID | integer <int64> Filters results to bills associated with a specific markup general ledger account. |
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
paid | boolean Filters results by the bill's paid status. If no status is specified, bills with any status will be returned. |
portfolioID | integer <int64> Filters results to bills associated with a specific portfolio. |
vendorID | integer <int64> Filters results to bills associated with a specific vendor. |
workOrderID | integer <int64> Filters results to bills associated with a specific work order. |
[- {
- "amount": 0,
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingAbbr": "string",
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioAbbr": "string",
- "portfolioID": 0,
- "unitAbbr": "string",
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "credit": false,
- "dueDate": "2019-08-24",
- "expenseRecoveries": [
- {
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "leaseID": 0
}
], - "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupGLAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
]
Creates a bill.
Required permission:
- Write
saveBillDTO
billDate required | string <date> Bill date. |
required | Array of objects Splits list. |
dueDate required | string <date> Bill Due date. |
vendorID required | integer <int64> Related vendor ID. |
billNumber | integer <int32> Bill number. |
comments | string Description. |
markupAccountID | integer <int64> Markup general ledger account ID. |
markupPercentage | number <double> Markup percentage. |
paymentDate | string <date> Payment Date. |
refNo | string Reference number. |
terms | string Bill terms. |
workOrderID | integer <int64> WorkOrder ID associated to this Bill. |
{- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "dueDate": "2019-08-24",
- "markupAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
{- "amount": 0,
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingAbbr": "string",
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioAbbr": "string",
- "portfolioID": 0,
- "unitAbbr": "string",
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "credit": false,
- "dueDate": "2019-08-24",
- "expenseRecoveries": [
- {
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "leaseID": 0
}
], - "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupGLAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
Creates bills in bulk.
Required permission:
- Write
saveBillDTOs
billDate required | string <date> Bill date. |
required | Array of objects Splits list. |
dueDate required | string <date> Bill Due date. |
vendorID required | integer <int64> Related vendor ID. |
billNumber | integer <int32> Bill number. |
comments | string Description. |
markupAccountID | integer <int64> Markup general ledger account ID. |
markupPercentage | number <double> Markup percentage. |
paymentDate | string <date> Payment Date. |
refNo | string Reference number. |
terms | string Bill terms. |
workOrderID | integer <int64> WorkOrder ID associated to this Bill. |
[- {
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "dueDate": "2019-08-24",
- "markupAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
]
[- {
- "id": 0
}
]
Creates a credit.
Required permission:
- Write
saveCreditDTO
billDate required | string <date> Credit Date. |
required | Array of objects Splits list. |
vendorID required | integer <int64> Related vendor ID. |
comments | string Description. |
refNo | string Reference number. |
workOrderID | integer <int64> Related workorder ID. |
{- "billDate": "2019-08-24",
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "refNo": "string",
- "vendorID": 0,
- "workOrderID": 0
}
{- "amount": 0,
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingAbbr": "string",
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioAbbr": "string",
- "portfolioID": 0,
- "unitAbbr": "string",
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "credit": false,
- "dueDate": "2019-08-24",
- "expenseRecoveries": [
- {
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "leaseID": 0
}
], - "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupGLAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
Update an existing Credit.
Required permission:
- Write
creditID required | integer <int64> Credit ID |
saveCreditDTO
billDate required | string <date> Credit Date. |
required | Array of objects Splits list. |
vendorID required | integer <int64> Related vendor ID. |
comments | string Description. |
refNo | string Reference number. |
workOrderID | integer <int64> Related workorder ID. |
{- "billDate": "2019-08-24",
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "refNo": "string",
- "vendorID": 0,
- "workOrderID": 0
}
{- "amount": 0,
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingAbbr": "string",
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioAbbr": "string",
- "portfolioID": 0,
- "unitAbbr": "string",
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "credit": false,
- "dueDate": "2019-08-24",
- "expenseRecoveries": [
- {
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "leaseID": 0
}
], - "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupGLAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Create a Bill PaymentWrite
saveBillPaymentDTO
Array of objects Bills to pay. | |
checkNumber | string Payment check number. |
memo | string Memo. |
paymentAccountID | integer <int64> Bank Account to pay from. |
paymentDate | string <date> Payment Date. |
paymentMethod | string Enum: "Check" "Cash" "Bank Bill Pay" "Online Bank Transfer" Payment method. |
vendorID | integer <int64> Vendor ID to Pay. |
{- "bills": [
- {
- "billSplits": [
- {
- "amountToPay": 0,
- "id": 0
}
], - "id": 0
}
], - "checkNumber": "string",
- "memo": "string",
- "paymentAccountID": 0,
- "paymentDate": "2019-08-24",
- "paymentMethod": "Check",
- "vendorID": 0
}
{- "amount": 0,
- "bills": [
- {
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "amountPaidByBillPayment": 0,
- "buildingID": 0,
- "comments": "string",
- "id": 0,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "id": 0
}
], - "checkNumber": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "memo": "string",
- "nameOnCheck": "string",
- "paymentAccountID": 0,
- "paymentDate": "2019-08-24",
- "paymentMethod": "PAYMENT_METHOD_CHECK",
- "toBePrinted": false,
- "vendorID": 0
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Update a Bill PaymentWrite
billPaymentID required | integer <int64> Bill Payment ID |
saveBillPaymentDTO
Array of objects Bills to pay. | |
checkNumber | string Payment check number. |
memo | string Memo. |
paymentAccountID | integer <int64> Bank Account to pay from. |
paymentDate | string <date> Payment Date. |
paymentMethod | string Enum: "Check" "Cash" "Bank Bill Pay" "Online Bank Transfer" Payment method. |
vendorID | integer <int64> Vendor ID to Pay. |
{- "bills": [
- {
- "billSplits": [
- {
- "amountToPay": 0,
- "id": 0
}
], - "id": 0
}
], - "checkNumber": "string",
- "memo": "string",
- "paymentAccountID": 0,
- "paymentDate": "2019-08-24",
- "paymentMethod": "Check",
- "vendorID": 0
}
{- "amount": 0,
- "bills": [
- {
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "amountPaidByBillPayment": 0,
- "buildingID": 0,
- "comments": "string",
- "id": 0,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "id": 0
}
], - "checkNumber": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "memo": "string",
- "nameOnCheck": "string",
- "paymentAccountID": 0,
- "paymentDate": "2019-08-24",
- "paymentMethod": "PAYMENT_METHOD_CHECK",
- "toBePrinted": false,
- "vendorID": 0
}
Retrieves a list of bill payments.
Required permission:
- Read
Sortable by: createddate
, vendorid
, lastmodifieddatetime
, paymentdate
, checknumber
, id
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
paymentDateEnd | string <date> Filters results to any payment with a date on or prior to the date specified. |
paymentDateStart | string <date> Filters results to any payment with a date on or after to the date specified. |
paymentGLAccountID | integer <int64> Filters results to bills associated with a specific payment general ledger account. |
vendorID | integer <int64> Filters results to bills associated with a specific vendor. |
[- {
- "amount": 0,
- "bills": [
- {
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "amountPaidByBillPayment": 0,
- "buildingID": 0,
- "comments": "string",
- "id": 0,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "id": 0
}
], - "checkNumber": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "memo": "string",
- "nameOnCheck": "string",
- "paymentAccountID": 0,
- "paymentDate": "2019-08-24",
- "paymentMethod": "PAYMENT_METHOD_CHECK",
- "toBePrinted": false,
- "vendorID": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates bill payments in bulk.Write
saveBillPaymentDTOS
Array of objects Bills to pay. | |
checkNumber | string Payment check number. |
memo | string Memo. |
paymentAccountID | integer <int64> Bank Account to pay from. |
paymentDate | string <date> Payment Date. |
paymentMethod | string Enum: "Check" "Cash" "Bank Bill Pay" "Online Bank Transfer" Payment method. |
vendorID | integer <int64> Vendor ID to Pay. |
[- {
- "bills": [
- {
- "billSplits": [
- {
- "amountToPay": 0,
- "id": 0
}
], - "id": 0
}
], - "checkNumber": "string",
- "memo": "string",
- "paymentAccountID": 0,
- "paymentDate": "2019-08-24",
- "paymentMethod": "Check",
- "vendorID": 0
}
]
[- {
- "id": 0
}
]
Retrieves a specific bill payment.
Required permission:
- Read
billPaymentID required | integer <int64> Bill Payment ID |
{- "amount": 0,
- "bills": [
- {
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "amountPaidByBillPayment": 0,
- "buildingID": 0,
- "comments": "string",
- "id": 0,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "id": 0
}
], - "checkNumber": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "memo": "string",
- "nameOnCheck": "string",
- "paymentAccountID": 0,
- "paymentDate": "2019-08-24",
- "paymentMethod": "PAYMENT_METHOD_CHECK",
- "toBePrinted": false,
- "vendorID": 0
}
Note: This operation is still in beta and might be subject to breaking changes. Production integrations should be avoided at this stage.
Retrieves a list of Vendor checks.Read
postdate
, createddate
, vendorid
, lastmodifieddatetime
, id
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results associated with a specific portfolio. |
postDateEnd | string <date> Filters results to any transaction with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with a start date on or after the date specified. |
vendorID | integer <int64> Filters results to transactions associated with a specific vendor. |
[- {
- "amount": 0,
- "checkSplits": [
- {
- "amount": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "payeePayer": "string",
- "paymentType": "string",
- "portfolioID": 0,
- "refNo": "string",
- "toBePrinted": false,
- "vendorID": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates a Vendor check.Write
saveCheckDTO
checkDate required | string <date> Check Date. |
destinationAccountID required | integer <int64> ID of the bank general ledger account where the payment will be made from. |
Array of objects Check Split list. | |
comments | string Comments. |
refNo | string Check Ref No. |
toBePrinted | boolean Indicates if Check is to be printed. |
vendorID | integer <int64> Id of the vendor associated with this check. |
{- "checkDate": "2019-08-24",
- "checkSplits": [
- {
- "amount": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "destinationAccountID": 0,
- "refNo": "string",
- "toBePrinted": false,
- "vendorID": 0
}
{- "amount": 0,
- "checkSplits": [
- {
- "amount": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "payeePayer": "string",
- "paymentType": "string",
- "portfolioID": 0,
- "refNo": "string",
- "toBePrinted": false,
- "vendorID": 0
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Update an existing Vendor check.Write
vendorCheckID required | integer <int64> Vendor Check ID |
saveCheckDTO
checkDate required | string <date> Check Date. |
destinationAccountID required | integer <int64> ID of the bank general ledger account where the payment will be made from. |
Array of objects Check Split list. | |
comments | string Comments. |
refNo | string Check Ref No. |
toBePrinted | boolean Indicates if Check is to be printed. |
vendorID | integer <int64> Id of the vendor associated with this check. |
{- "checkDate": "2019-08-24",
- "checkSplits": [
- {
- "amount": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "destinationAccountID": 0,
- "refNo": "string",
- "toBePrinted": false,
- "vendorID": 0
}
{- "amount": 0,
- "checkSplits": [
- {
- "amount": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "payeePayer": "string",
- "paymentType": "string",
- "portfolioID": 0,
- "refNo": "string",
- "toBePrinted": false,
- "vendorID": 0
}
Retrieves a specific bill.
Required permission:
- Read
billID required | integer <int64> Bill ID |
{- "amount": 0,
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingAbbr": "string",
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioAbbr": "string",
- "portfolioID": 0,
- "unitAbbr": "string",
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "credit": false,
- "dueDate": "2019-08-24",
- "expenseRecoveries": [
- {
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "leaseID": 0
}
], - "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupGLAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Delete a Bill.Delete
billID required | integer <int64> Bill ID |
{- "body": { },
- "statusCode": "100"
}
Update an existing bill.
Required permission:
- Write
billId required | integer <int64> Bill ID |
saveBillDTO
billDate required | string <date> Bill date. |
required | Array of objects Splits list. |
dueDate required | string <date> Bill Due date. |
vendorID required | integer <int64> Related vendor ID. |
billNumber | integer <int32> Bill number. |
comments | string Description. |
markupAccountID | integer <int64> Markup general ledger account ID. |
markupPercentage | number <double> Markup percentage. |
paymentDate | string <date> Payment Date. |
refNo | string Reference number. |
terms | string Bill terms. |
workOrderID | integer <int64> WorkOrder ID associated to this Bill. |
{- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioID": 0,
- "unitID": 0
}
], - "comments": "string",
- "dueDate": "2019-08-24",
- "markupAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
{- "amount": 0,
- "billDate": "2019-08-24",
- "billNumber": 0,
- "billSplits": [
- {
- "amount": 0,
- "amountPaid": 0,
- "buildingAbbr": "string",
- "buildingID": 0,
- "comments": "string",
- "glAccountID": 0,
- "id": 0,
- "markupDiscountSplit": false,
- "paid": false,
- "portfolioAbbr": "string",
- "portfolioID": 0,
- "unitAbbr": "string",
- "unitID": 0
}
], - "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "credit": false,
- "dueDate": "2019-08-24",
- "expenseRecoveries": [
- {
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "leaseID": 0
}
], - "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupGLAccountID": 0,
- "markupPercentage": 0,
- "paymentDate": "2019-08-24",
- "refNo": "string",
- "terms": "string",
- "vendorID": 0,
- "workOrderID": 0
}
Retrieves a list of buildings.
Required permission:
- Read
Sortable by: createddate
, idnumber
, name
, abbreviation
, lastmodifieddatetime
, id
includeCustomFields | boolean Default: false Include custom fields in the response. |
includeDeactivated | boolean Filters results to buildings with a deactivated records. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results to buildings associated with a specific lease. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results to buildings associated with a specific portfolio. |
publishedForRent | boolean Filters results by the building's "published for rent" status. If no value is specified, buildings with any status will be returned. |
vacant | boolean Filters results by the building's vacancy status. If no value is specified, buildings with any status will be returned. |
[- {
- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "applicationFeeRule": "string",
- "areaUnits": "Sq Ft",
- "category": "RESIDENTIAL",
- "countUnit": 0,
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "ftbDeductable": 0,
- "ftbWithholdingPercentage": 0,
- "ftbWithholdingType": "string",
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceLaborSurchargeAmount": 0,
- "maintenanceLaborSurchargeType": "string",
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitAmount": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "multiUnit": "string",
- "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "propertyType": "Apartment",
- "ready": false,
- "reasonForPropertyLost": "string",
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
]
Creates a building.
Required permission:
- Write
saveBuildingDTO
abbreviation required | string [ 1 .. 12 ] characters Abbreviation of Building. |
category required | string Enum: "RESIDENTIAL" "COMMERCIAL" Building category. |
countUnit required | integer <int32> Indicates number of units in the building. Applicable for multi unit building creation and updating a single family building to multi unit building |
name required | string [ 1 .. 100 ] characters Name of the building. |
portfolioID required | integer <int64> ID of the portfolio associated with this building. |
propertyType required | string Enum: "NONE" "APARTMENT" "CONDO" "COMMERCIAL" "DU_FOUR_PLEX" "HOUSE" "SECTION_8_AFFORDABLE" "SENIOR" "SHORT_TERM_VACATION" "STUDENT" "TOWNHOUSE" "OTHER" Property type. |
rentable required | boolean This is required field. False value indicates Multifamily building, True value indicates single family building. |
type required | string Indicates Building type like Office, Industrial, Retail, Healthcare, Government, Airport, Garage/Parking, Apartment Building, Duplex / Triplex, Mobile Home / RV Community etc. |
object Address. | |
allocationMethod | string Enum: "By Square Foot" "By Percent" Allocation method. |
availableDate | string <date> Date the building is available for leasing. |
customNaming | string if we selected naming as "Custom" then enter the customer naming value |
description | string Marketing description. |
floorNumber | integer <int32> Floor number. |
managementFeesType | string Enum: "MANAGE_FEE_NONE" "MANAGE_FEE_GREATER_OF_FLAT_OR_PERCENTAGE" "MANAGE_FEE_FLAT_PLUS_PERCENTAGE" Indicates management fee type of a building. |
managementFeeType | string Indicates management fee type of a building. This field is deprecated and should not be used. Instead, use the new field 'managementFeesType'. |
managementFlatFee | number <double> Indicates management flat fee. |
marketingName | string Marketing name. |
naming | string Enum: "UNIT" "SUITE" "SPACE" "CUSTOM" Unit naming |
neighborhood | string [ 0 .. 30 ] characters Neighborhood. |
numberBathrooms | number <double> [ 0 .. 10 ] Number of Bath rooms in the Building. Applicable for single family buildings |
numberBedrooms | integer <int32> [ 0 .. 20 ] Number of bedrooms in the building. Applicable for single family buildings |
numbered | string Enum: "Alpha" "Numeric" Unit creation format. |
numberFloors | integer <int32> Number of floors. |
otherTenantCharges | string Other tenant charges. |
parcelNumber | string Parcel number. |
petsAllowed | boolean Pets allowed. |
postingTitle | string Marketing posting title. |
publishedForRent | string Enum: "Yes" "No" Published for rent. |
ready | boolean Ready to Lease |
searchTag | string [ 0 .. 25 ] characters Search tag name. |
shortDescription | string Marketing short description. |
targetDeposit | number <double> Target deposit amount. Applicable for single family buildings |
targetRent | number <double> Market rent for the building. Applicable for single family buildings |
targetRentUnits | string Enum: "DOLLAR_PER_SQ_FT_MONTH" "DOLLAR_PER_SQ_FT_YEAR" "DOLLAR_PER_SQ_M_MONTH" "DOLLAR_PER_SQ_M_YEAR" "DOLLAR_PER_MONTH" "DOLLAR_PER_WEEK" "DOLLAR_PER_NIGHT" Property target rent units. Applicable for single family buildings |
totalArea | number <double> Building area. |
unitType | string Indicates Unit type like Condo,Lower Unit,Side By Side Duplex,Upper Unit,Townhome,Land,Commercial etc. |
yearBuilt | integer <int32> Building built year. |
{- "abbreviation": "string",
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allocationMethod": "By Square Foot",
- "availableDate": "2019-08-24",
- "category": "RESIDENTIAL",
- "countUnit": 0,
- "customNaming": "string",
- "description": "string",
- "floorNumber": 0,
- "managementFeeType": "string",
- "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0,
- "marketingName": "string",
- "name": "string",
- "naming": "UNIT",
- "neighborhood": "string",
- "numberBathrooms": 10,
- "numberBedrooms": 20,
- "numberFloors": 0,
- "numbered": "Alpha",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "portfolioID": 0,
- "postingTitle": "string",
- "propertyType": "NONE",
- "publishedForRent": "Yes",
- "ready": false,
- "rentable": false,
- "searchTag": "string",
- "shortDescription": "string",
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "unitType": "string",
- "yearBuilt": 0
}
{- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "applicationFeeRule": "string",
- "areaUnits": "Sq Ft",
- "category": "RESIDENTIAL",
- "countUnit": 0,
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "ftbDeductable": 0,
- "ftbWithholdingPercentage": 0,
- "ftbWithholdingType": "string",
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceLaborSurchargeAmount": 0,
- "maintenanceLaborSurchargeType": "string",
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitAmount": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "multiUnit": "string",
- "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "propertyType": "Apartment",
- "ready": false,
- "reasonForPropertyLost": "string",
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
Creates buildings in bulk.
Required permission:
- Write
saveBuildingDTOS
abbreviation required | string [ 1 .. 12 ] characters Abbreviation of Building. |
category required | string Enum: "RESIDENTIAL" "COMMERCIAL" Building category. |
countUnit required | integer <int32> Indicates number of units in the building. Applicable for multi unit building creation and updating a single family building to multi unit building |
name required | string [ 1 .. 100 ] characters Name of the building. |
portfolioID required | integer <int64> ID of the portfolio associated with this building. |
propertyType required | string Enum: "NONE" "APARTMENT" "CONDO" "COMMERCIAL" "DU_FOUR_PLEX" "HOUSE" "SECTION_8_AFFORDABLE" "SENIOR" "SHORT_TERM_VACATION" "STUDENT" "TOWNHOUSE" "OTHER" Property type. |
rentable required | boolean This is required field. False value indicates Multifamily building, True value indicates single family building. |
type required | string Indicates Building type like Office, Industrial, Retail, Healthcare, Government, Airport, Garage/Parking, Apartment Building, Duplex / Triplex, Mobile Home / RV Community etc. |
object Address. | |
allocationMethod | string Enum: "By Square Foot" "By Percent" Allocation method. |
availableDate | string <date> Date the building is available for leasing. |
customNaming | string if we selected naming as "Custom" then enter the customer naming value |
description | string Marketing description. |
floorNumber | integer <int32> Floor number. |
managementFeesType | string Enum: "MANAGE_FEE_NONE" "MANAGE_FEE_GREATER_OF_FLAT_OR_PERCENTAGE" "MANAGE_FEE_FLAT_PLUS_PERCENTAGE" Indicates management fee type of a building. |
managementFeeType | string Indicates management fee type of a building. This field is deprecated and should not be used. Instead, use the new field 'managementFeesType'. |
managementFlatFee | number <double> Indicates management flat fee. |
marketingName | string Marketing name. |
naming | string Enum: "UNIT" "SUITE" "SPACE" "CUSTOM" Unit naming |
neighborhood | string [ 0 .. 30 ] characters Neighborhood. |
numberBathrooms | number <double> [ 0 .. 10 ] Number of Bath rooms in the Building. Applicable for single family buildings |
numberBedrooms | integer <int32> [ 0 .. 20 ] Number of bedrooms in the building. Applicable for single family buildings |
numbered | string Enum: "Alpha" "Numeric" Unit creation format. |
numberFloors | integer <int32> Number of floors. |
otherTenantCharges | string Other tenant charges. |
parcelNumber | string Parcel number. |
petsAllowed | boolean Pets allowed. |
postingTitle | string Marketing posting title. |
publishedForRent | string Enum: "Yes" "No" Published for rent. |
ready | boolean Ready to Lease |
searchTag | string [ 0 .. 25 ] characters Search tag name. |
shortDescription | string Marketing short description. |
targetDeposit | number <double> Target deposit amount. Applicable for single family buildings |
targetRent | number <double> Market rent for the building. Applicable for single family buildings |
targetRentUnits | string Enum: "DOLLAR_PER_SQ_FT_MONTH" "DOLLAR_PER_SQ_FT_YEAR" "DOLLAR_PER_SQ_M_MONTH" "DOLLAR_PER_SQ_M_YEAR" "DOLLAR_PER_MONTH" "DOLLAR_PER_WEEK" "DOLLAR_PER_NIGHT" Property target rent units. Applicable for single family buildings |
totalArea | number <double> Building area. |
unitType | string Indicates Unit type like Condo,Lower Unit,Side By Side Duplex,Upper Unit,Townhome,Land,Commercial etc. |
yearBuilt | integer <int32> Building built year. |
[- {
- "abbreviation": "string",
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allocationMethod": "By Square Foot",
- "availableDate": "2019-08-24",
- "category": "RESIDENTIAL",
- "countUnit": 0,
- "customNaming": "string",
- "description": "string",
- "floorNumber": 0,
- "managementFeeType": "string",
- "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0,
- "marketingName": "string",
- "name": "string",
- "naming": "UNIT",
- "neighborhood": "string",
- "numberBathrooms": 10,
- "numberBedrooms": 20,
- "numberFloors": 0,
- "numbered": "Alpha",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "portfolioID": 0,
- "postingTitle": "string",
- "propertyType": "NONE",
- "publishedForRent": "Yes",
- "ready": false,
- "rentable": false,
- "searchTag": "string",
- "shortDescription": "string",
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "unitType": "string",
- "yearBuilt": 0
}
]
[- {
- "id": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an existing building custom fieldsWrite
saveCustomFieldDTO
entityId required | integer <int64> Unique identifier of an entity custom field associated to. |
required | Array of objects List of Custom fields to update |
{- "entityId": 0,
- "fieldSetDTOS": [
- {
- "name": "string",
- "value": "string"
}
]
}
{- "body": { },
- "statusCode": "100"
}
Retrieves a specific building.
Required permission:
- Read
buildingID required | integer <int64> Building ID |
includeCustomFields | boolean Default: true Include custom fields in the response. |
{- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "applicationFeeRule": "string",
- "areaUnits": "Sq Ft",
- "category": "RESIDENTIAL",
- "countUnit": 0,
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "ftbDeductable": 0,
- "ftbWithholdingPercentage": 0,
- "ftbWithholdingType": "string",
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceLaborSurchargeAmount": 0,
- "maintenanceLaborSurchargeType": "string",
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitAmount": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "multiUnit": "string",
- "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "propertyType": "Apartment",
- "ready": false,
- "reasonForPropertyLost": "string",
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
Updates a building.
Required permission:
- Write
buildingID required | integer <int64> Building ID |
updateBuildingDTO
abbreviation required | string [ 1 .. 12 ] characters Abbreviation of Building. |
countUnit required | integer <int32> Indicates number of units in the building. Applicable for multi unit building creation and updating a single family building to multi unit building |
name required | string [ 1 .. 100 ] characters Name of the building. |
propertyType required | string Enum: "NONE" "APARTMENT" "CONDO" "COMMERCIAL" "DU_FOUR_PLEX" "HOUSE" "SECTION_8_AFFORDABLE" "SENIOR" "SHORT_TERM_VACATION" "STUDENT" "TOWNHOUSE" "OTHER" Property type. |
rentable required | boolean This is required field. False value indicates Multifamily building, True value indicates single family building. |
type required | string Indicates Building type like Office, Industrial, Retail, Healthcare, Government, Airport, Garage/Parking, Apartment Building, Duplex / Triplex, Mobile Home / RV Community etc. |
object Address. | |
allocationMethod | string Enum: "By Square Foot" "By Percent" Allocation method. |
availableDate | string <date> Date the building is available for leasing. |
customNaming | string if we selected naming as "Custom" then enter the customer naming value |
description | string Marketing description. |
floorNumber | integer <int32> Floor number. |
managementFeesType | string Enum: "MANAGE_FEE_NONE" "MANAGE_FEE_GREATER_OF_FLAT_OR_PERCENTAGE" "MANAGE_FEE_FLAT_PLUS_PERCENTAGE" Indicates management fee type of a building. |
managementFeeType | string Indicates management fee type of a building. This field is deprecated and should not be used. Instead, use the new field 'managementFeesType'. |
managementFlatFee | number <double> Indicates management flat fee. |
marketingName | string Marketing name. |
naming | string Enum: "UNIT" "SUITE" "SPACE" "CUSTOM" Unit naming |
neighborhood | string [ 0 .. 30 ] characters Neighborhood. |
numberBathrooms | number <double> [ 0 .. 10 ] Number of Bath rooms in the Building. Applicable for single family buildings |
numberBedrooms | integer <int32> [ 0 .. 20 ] Number of bedrooms in the building. Applicable for single family buildings |
numbered | string Enum: "Alpha" "Numeric" Unit creation format. |
numberFloors | integer <int32> Number of floors. |
otherTenantCharges | string Other tenant charges. |
parcelNumber | string Parcel number. |
petsAllowed | boolean Pets allowed. |
postingTitle | string Marketing posting title. |
publishedForRent | string Enum: "Yes" "No" Published for rent. |
ready | boolean Ready to Lease |
searchTag | string [ 0 .. 25 ] characters Search tag name. |
shortDescription | string Marketing short description. |
targetDeposit | number <double> Target deposit amount. Applicable for single family buildings |
targetRent | number <double> Market rent for the building. Applicable for single family buildings |
targetRentUnits | string Enum: "DOLLAR_PER_SQ_FT_MONTH" "DOLLAR_PER_SQ_FT_YEAR" "DOLLAR_PER_SQ_M_MONTH" "DOLLAR_PER_SQ_M_YEAR" "DOLLAR_PER_MONTH" "DOLLAR_PER_WEEK" "DOLLAR_PER_NIGHT" Property target rent units. Applicable for single family buildings |
totalArea | number <double> Building area. |
unitType | string Indicates Unit type like Condo,Lower Unit,Side By Side Duplex,Upper Unit,Townhome,Land,Commercial etc. |
yearBuilt | integer <int32> Building built year. |
{- "abbreviation": "string",
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allocationMethod": "By Square Foot",
- "availableDate": "2019-08-24",
- "countUnit": 0,
- "customNaming": "string",
- "description": "string",
- "floorNumber": 0,
- "managementFeeType": "string",
- "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0,
- "marketingName": "string",
- "name": "string",
- "naming": "UNIT",
- "neighborhood": "string",
- "numberBathrooms": 10,
- "numberBedrooms": 20,
- "numberFloors": 0,
- "numbered": "Alpha",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "propertyType": "NONE",
- "publishedForRent": "Yes",
- "ready": false,
- "rentable": false,
- "searchTag": "string",
- "shortDescription": "string",
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "unitType": "string",
- "yearBuilt": 0
}
{- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "applicationFeeRule": "string",
- "areaUnits": "Sq Ft",
- "category": "RESIDENTIAL",
- "countUnit": 0,
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "ftbDeductable": 0,
- "ftbWithholdingPercentage": 0,
- "ftbWithholdingType": "string",
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceLaborSurchargeAmount": 0,
- "maintenanceLaborSurchargeType": "string",
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitAmount": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "multiUnit": "string",
- "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "propertyType": "Apartment",
- "ready": false,
- "reasonForPropertyLost": "string",
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
Retrieves all the conversations of a building.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
buildingID required | integer <int64> Building ID |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Filters results by the conversation type. |
[- {
- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
]
Retrieves a specific building conversation.
Required permission:
- Read
buildingID required | integer <int64> Building ID |
conversationID required | integer <int64> Conversation ID |
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific building conversation.Delete
buildingID required | integer <int64> Building ID |
conversationID required | integer <int64> Conversation ID |
{- "body": { },
- "statusCode": "100"
}
Note: This operation is still in beta and might be subject to breaking changes. Production integrations should be avoided at this stage.
Retrieves all the management fee rules of a building.Read
buildingID required | integer <int64> Building ID |
[- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
]
Retrieves all the property managers of a building.
Required permission:
- Read
buildingID required | integer <int64> Building ID |
[- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
]
Retrieves all the notes of a building.
Required permission:
- Read
buildingID required | integer <int64> Building ID |
[- {
- "body": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "private": true,
- "subject": "string"
}
]
Retrieves a list of contacts.
Required permission:
- Read
Sortable by: firstname
, createddate
, lastname
, email
, type
, lastmodifieddatetime
, id
includeCustomFields | boolean Default: false includeCustomFields |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Enum: "TENANT" "PROSPECT" "OWNER" "VENDOR" "OTHER" Filters results by the contact type. |
[- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allowESignature": false,
- "altEmail": "string",
- "birthDate": "2019-08-24",
- "category": "string",
- "comments": "string",
- "company": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "firstName": "string",
- "gender": "UNKNOWN",
- "homePhone": "string",
- "id": 0,
- "jobTitle": "string",
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastName": "string",
- "middleName": "string",
- "mobilePhone": "string",
- "nameOnCheck": "string",
- "namedOnLease": false,
- "otherPhone": "string",
- "salutation": "string",
- "suffix": "string",
- "type": "TENANT",
- "workPhone": "string"
}
]
Creates a contact.
Required permission:
- Write
saveContactDTO
firstName required | string [ 1 .. 30 ] characters First Name. |
lastName required | string [ 1 .. 30 ] characters Last Name. |
object Address. | |
allowESignature | boolean Indicate if the contact can receive eSignature request e-mail messages sent through Propertyware. |
altEmail | string Alternate Email Address. |
birthDate | string <date> Date of Birth. |
category | string Indicate contact category. Send empty "" value if contact is Uncategorized. Applicable only for CREATE Contact. |
comments | string Description. |
company | string [ 1 .. 75 ] characters Company where the contact is employed. |
string E-mail Address. | |
fax | string Fax. |
gender | string Enum: "UNKNOWN" "MALE" "FEMALE" "DECLINE_TO_STATE" Gender. |
homePhone | string [ 1 .. 22 ] characters Home Phone. |
jobTitle | string [ 1 .. 75 ] characters Professional title or position for the contact. |
middleName | string [ 1 .. 30 ] characters Middle Name. |
mobilePhone | string [ 1 .. 22 ] characters Mobile Phone. |
namedOnLease | boolean Is Named On Lease. |
nameOnCheck | string [ 1 .. 100 ] characters Name On Check. |
otherPhone | string [ 1 .. 22 ] characters Other Phone. |
salutation | string Salutation. Allowed values are : '', 'Mr.', 'Mrs.', 'Ms.', 'Dr.', 'Prof.' |
searchTag | string SearchTag. |
suffix | string Suffix. |
workPhone | string [ 1 .. 22 ] characters Work Phone. |
{- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allowESignature": false,
- "altEmail": "string",
- "birthDate": "2019-08-24",
- "category": "string",
- "comments": "string",
- "company": "string",
- "email": "string",
- "fax": "string",
- "firstName": "string",
- "gender": "UNKNOWN",
- "homePhone": "string",
- "jobTitle": "string",
- "lastName": "string",
- "middleName": "string",
- "mobilePhone": "string",
- "nameOnCheck": "string",
- "namedOnLease": false,
- "otherPhone": "string",
- "salutation": "string",
- "searchTag": "string",
- "suffix": "string",
- "workPhone": "string"
}
{- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allowESignature": false,
- "altEmail": "string",
- "birthDate": "2019-08-24",
- "category": "string",
- "comments": "string",
- "company": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "firstName": "string",
- "gender": "UNKNOWN",
- "homePhone": "string",
- "id": 0,
- "jobTitle": "string",
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastName": "string",
- "middleName": "string",
- "mobilePhone": "string",
- "nameOnCheck": "string",
- "namedOnLease": false,
- "otherPhone": "string",
- "salutation": "string",
- "suffix": "string",
- "type": "TENANT",
- "workPhone": "string"
}
Creates contacts in bulk.
Required permission:
- Write
saveContactDTOS
firstName required | string [ 1 .. 30 ] characters First Name. |
lastName required | string [ 1 .. 30 ] characters Last Name. |
object Address. | |
allowESignature | boolean Indicate if the contact can receive eSignature request e-mail messages sent through Propertyware. |
altEmail | string Alternate Email Address. |
birthDate | string <date> Date of Birth. |
category | string Indicate contact category. Send empty "" value if contact is Uncategorized. Applicable only for CREATE Contact. |
comments | string Description. |
company | string [ 1 .. 75 ] characters Company where the contact is employed. |
string E-mail Address. | |
fax | string Fax. |
gender | string Enum: "UNKNOWN" "MALE" "FEMALE" "DECLINE_TO_STATE" Gender. |
homePhone | string [ 1 .. 22 ] characters Home Phone. |
jobTitle | string [ 1 .. 75 ] characters Professional title or position for the contact. |
middleName | string [ 1 .. 30 ] characters Middle Name. |
mobilePhone | string [ 1 .. 22 ] characters Mobile Phone. |
namedOnLease | boolean Is Named On Lease. |
nameOnCheck | string [ 1 .. 100 ] characters Name On Check. |
otherPhone | string [ 1 .. 22 ] characters Other Phone. |
salutation | string Salutation. Allowed values are : '', 'Mr.', 'Mrs.', 'Ms.', 'Dr.', 'Prof.' |
searchTag | string SearchTag. |
suffix | string Suffix. |
workPhone | string [ 1 .. 22 ] characters Work Phone. |
[- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allowESignature": false,
- "altEmail": "string",
- "birthDate": "2019-08-24",
- "category": "string",
- "comments": "string",
- "company": "string",
- "email": "string",
- "fax": "string",
- "firstName": "string",
- "gender": "UNKNOWN",
- "homePhone": "string",
- "jobTitle": "string",
- "lastName": "string",
- "middleName": "string",
- "mobilePhone": "string",
- "nameOnCheck": "string",
- "namedOnLease": false,
- "otherPhone": "string",
- "salutation": "string",
- "searchTag": "string",
- "suffix": "string",
- "workPhone": "string"
}
]
[- {
- "id": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an existing contact custom fieldsWrite
saveCustomFieldDTO
entityId required | integer <int64> Unique identifier of an entity custom field associated to. |
required | Array of objects List of Custom fields to update |
{- "entityId": 0,
- "fieldSetDTOS": [
- {
- "name": "string",
- "value": "string"
}
]
}
{- "body": { },
- "statusCode": "100"
}
Retrieves a specific contact.
Required permission:
- Read
contactID required | integer <int64> Contact ID |
includeCustomFields | boolean Default: true includeCustomFields |
{- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allowESignature": false,
- "altEmail": "string",
- "birthDate": "2019-08-24",
- "category": "string",
- "comments": "string",
- "company": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "firstName": "string",
- "gender": "UNKNOWN",
- "homePhone": "string",
- "id": 0,
- "jobTitle": "string",
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastName": "string",
- "middleName": "string",
- "mobilePhone": "string",
- "nameOnCheck": "string",
- "namedOnLease": false,
- "otherPhone": "string",
- "salutation": "string",
- "suffix": "string",
- "type": "TENANT",
- "workPhone": "string"
}
Updates a contact.
Required permission:
- Write
contactID required | integer <int64> Contact ID |
saveContactDTO
firstName required | string [ 1 .. 30 ] characters First Name. |
lastName required | string [ 1 .. 30 ] characters Last Name. |
object Address. | |
allowESignature | boolean Indicate if the contact can receive eSignature request e-mail messages sent through Propertyware. |
altEmail | string Alternate Email Address. |
birthDate | string <date> Date of Birth. |
category | string Indicate contact category. Send empty "" value if contact is Uncategorized. Applicable only for CREATE Contact. |
comments | string Description. |
company | string [ 1 .. 75 ] characters Company where the contact is employed. |
string E-mail Address. | |
fax | string Fax. |
gender | string Enum: "UNKNOWN" "MALE" "FEMALE" "DECLINE_TO_STATE" Gender. |
homePhone | string [ 1 .. 22 ] characters Home Phone. |
jobTitle | string [ 1 .. 75 ] characters Professional title or position for the contact. |
middleName | string [ 1 .. 30 ] characters Middle Name. |
mobilePhone | string [ 1 .. 22 ] characters Mobile Phone. |
namedOnLease | boolean Is Named On Lease. |
nameOnCheck | string [ 1 .. 100 ] characters Name On Check. |
otherPhone | string [ 1 .. 22 ] characters Other Phone. |
salutation | string Salutation. Allowed values are : '', 'Mr.', 'Mrs.', 'Ms.', 'Dr.', 'Prof.' |
searchTag | string SearchTag. |
suffix | string Suffix. |
workPhone | string [ 1 .. 22 ] characters Work Phone. |
{- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allowESignature": false,
- "altEmail": "string",
- "birthDate": "2019-08-24",
- "category": "string",
- "comments": "string",
- "company": "string",
- "email": "string",
- "fax": "string",
- "firstName": "string",
- "gender": "UNKNOWN",
- "homePhone": "string",
- "jobTitle": "string",
- "lastName": "string",
- "middleName": "string",
- "mobilePhone": "string",
- "nameOnCheck": "string",
- "namedOnLease": false,
- "otherPhone": "string",
- "salutation": "string",
- "searchTag": "string",
- "suffix": "string",
- "workPhone": "string"
}
{- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allowESignature": false,
- "altEmail": "string",
- "birthDate": "2019-08-24",
- "category": "string",
- "comments": "string",
- "company": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "firstName": "string",
- "gender": "UNKNOWN",
- "homePhone": "string",
- "id": 0,
- "jobTitle": "string",
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastName": "string",
- "middleName": "string",
- "mobilePhone": "string",
- "nameOnCheck": "string",
- "namedOnLease": false,
- "otherPhone": "string",
- "salutation": "string",
- "suffix": "string",
- "type": "TENANT",
- "workPhone": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a contact.Delete
contactID required | integer <int64> Contact ID |
{- "body": { },
- "statusCode": "100"
}
Retrieves all the conversations of a contact.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
contactID required | integer <int64> Contact ID |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Filters results by the conversation type. |
[- {
- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
]
Retrieves a specific contact conversation.
Required permission:
- Read
contactID required | integer <int64> Contact ID |
conversationID required | integer <int64> Conversation ID |
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific contact conversation.Delete
contactID required | integer <int64> Contact ID |
conversationID required | integer <int64> Conversation ID |
{- "body": { },
- "statusCode": "100"
}
Retrieve list of custom field definitions.
Required permission:
- Read
entityType required | string Entity type, allowed entity types (Asset, Building, Contact, Lease, Portfolio, Prospect, Unit, Vendor, WorkOrder, ServiceAgreement) |
[- {
- "dataType": "string",
- "defaultValue": "string",
- "fieldName": "string",
- "groupName": "string",
- "requiredField": "string"
}
]
Retrieves a list of documents associated with a specific entity.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
entityId | integer <int64> Filters results to documents associated with a specific entity id. entity ID is not required for “DESKTOP” and “OTHER”. Remaining entities need “entity ID”. |
entityType required | string Enum: "APPOINTMENT" "ASSET" "BILL" "BANK_DEPOSIT" "BILL_PAYMENT" "BUILDING" "CONTACT" "FLOOR_PLAN" "DESKTOP" "EMAIL_TEMPLATE" "INSPECTION" "LEASE" "OTHER" "PORTFOLIO" "PROSPECT" "RECONCILIATION" "TASK" "TRANSACTION" "UNIT" "VENDOR" "WORK_ORDER" Filters results to documents associated with a specific entity type. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
[- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "entityId": 0,
- "entityType": "APPOINTMENT",
- "fileName": "string",
- "fileType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false
}
]
Upload a document
Required permission:
- Write
entityId required | integer <int64> Unique identifier of an entity document is attached to. |
entityType required | string Entity type Document is attached to (Asset, Bill, Bank Deposit, Building, Desktop, Lease, Owner, Portfolio, Prospect, Prospect Contact, Tenant, Unit, Vendor, Check, Credit, Service Agreement, Journal Entry, Work Order) |
publishToOwnerPortal | boolean Indicates if the document is published to the owner portal. |
publishToTenantPortal | boolean Indicates if the document is published to the tenant portal. |
{- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "entityId": 0,
- "entityType": "APPOINTMENT",
- "fileName": "string",
- "fileType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false
}
Retrieves the metadata of a specific document.
Required permission:
- Read
documentId required | integer <int64> ID of the document to retrieve |
{- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "entityId": 0,
- "entityType": "APPOINTMENT",
- "fileName": "string",
- "fileType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false
}
Updates the metadata of a specific document.
Required permission:
- Write
documentId required | integer <int64> ID of the document to be updated |
updateDocumentDTO
fileName required | string Name of the document. |
description | string Description of the document. |
publishToOwnerPortal | boolean Indicates if the document is published to the owner portal. |
publishToTenantPortal | boolean Indicates if the document is published to the tenant portal. |
{- "description": "string",
- "fileName": "string",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false
}
{- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "entityId": 0,
- "entityType": "APPOINTMENT",
- "fileName": "string",
- "fileType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific document and its associated content.Delete
documentId required | integer <int64> ID of the document to delete |
{- "body": { },
- "statusCode": "100"
}
Retrieve a temporary download URL for a specific document.
Required permission:
- Read
documentId required | integer <int64> ID of the document to download |
Retrieves a list of inspections.
Required permission:
- Read
Sortable by: createddate
, number
, lastmodifieddatetime
, status
, id
buildingID | integer <int64> Filters results to inspections associated with a specific building. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results to inspections associated with a specific portfolio. |
status | string Filters results to inspections with a specific status. |
type | string Filters results to inspections with a specific type. |
[- {
- "buildingID": 0,
- "closedDateAndTime": "2019-08-24T14:15:22Z",
- "comment": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "inspectedDateAndTime": "2019-08-24T14:15:22Z",
- "inspectionAreas": [
- {
- "id": 0,
- "items": [
- {
- "comments": "string",
- "id": 0,
- "name": "string",
- "status": "string"
}
], - "name": "string"
}
], - "inspectorID": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "notesToInspector": "string",
- "number": 0,
- "portfolioID": 0,
- "scheduledDateAndTime": "2019-08-24T14:15:22Z",
- "status": "string",
- "templateName": "string",
- "type": "string"
}
]
Retrieves a specific inspection.
Required permission:
- Read
inspectionId required | integer <int64> Inspection ID |
includeCustomFields | boolean Default: true includeCustomFields |
{- "buildingID": 0,
- "closedDateAndTime": "2019-08-24T14:15:22Z",
- "comment": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "inspectedDateAndTime": "2019-08-24T14:15:22Z",
- "inspectionAreas": [
- {
- "id": 0,
- "items": [
- {
- "comments": "string",
- "id": 0,
- "name": "string",
- "status": "string"
}
], - "name": "string"
}
], - "inspectorID": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "notesToInspector": "string",
- "number": 0,
- "portfolioID": 0,
- "scheduledDateAndTime": "2019-08-24T14:15:22Z",
- "status": "string",
- "templateName": "string",
- "type": "string"
}
Retrieves a list of leases.
Required permission:
- Read
Sortable by: startdate
, idnumber
, scheduledmoveoutdate
, enddate
, lastmodifieddatetime
, status
, moveoutdate
, id
, moveindate
buildingID | integer <int64> Filters results to leases associated with a specific building. |
endDateEnd | string <date> Filters results to any lease with a end date on or prior to the date specified. |
endDateStart | string <date> Filters results to any lease with a end date on or after the date specified. |
includeCustomFields | boolean Default: false includeCustomFields |
includeOtherBalances | boolean Default: false includeOtherBalances |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
moveInDateEnd | string <date> Filters results to any lease with a move-in date on or prior to the date specified. |
moveInDateStart | string <date> Filters results to any lease with a move-in date on or after the date specified. |
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results to leases associated with a specific portfolio. |
scheduleMoveOutDateEnd | string <date> Filters results to any lease with a move-out date on or prior to the date specified. |
scheduleMoveOutDateStart | string <date> Filters results to any lease with a move-out date on or after the date specified. |
startDateEnd | string <date> Filters results to any lease with a start date on or prior to the date specified. |
startDateStart | string <date> Filters results to any lease with a start date on or after the date specified. |
status | string Filters results to inspections with a specific status. |
unitID | integer <int64> Filters results to leases associated with a specific unit. |
[- {
- "active": false,
- "addendums": [
- {
- "description": "string",
- "id": 0,
- "name": "string"
}
], - "arBalance": 0,
- "baseRent": 0,
- "buildingID": 0,
- "comments": "string",
- "contacts": [
- {
- "company": "string",
- "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "namedOnLease": false,
- "primary": false,
- "role": "string",
- "workPhone": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "endDate": "2019-08-24",
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeRule": "string",
- "leaseBalance": 0,
- "leaseName": "string",
- "location": "string",
- "moveInDate": "2019-08-24",
- "moveOutDate": "2019-08-24",
- "noticeGivenDate": "2019-08-24",
- "paymentRestriction": "string",
- "portfolioID": 0,
- "publicAssistanceProgram": "string",
- "reasonForLeaving": "string",
- "scheduleMoveOutDate": "2019-08-24",
- "searchTag": "string",
- "signedDate": "2019-08-24",
- "startDate": "2019-08-24",
- "status": "string",
- "tenantsOptsIntoAssetProtectionPlan": "string",
- "terminatedDate": "2019-08-24",
- "unitID": 0
}
]
Creates a new lease.
Required permission:
- Write
saveLeaseDTO
endDate required | string <date> End date of the lease term. |
moveInDate required | string <date> Move In Date. |
primaryContactID required | integer <int64> Primary contact ID, Should be one of tenant IDs. |
startDate required | string <date> Start date of the lease term. |
tenantIDs required | Array of integers <int64> List of tenant IDs. |
unitID required | integer <int64> Unit/Building ID associated with this lease. |
baseRent | number <double> Property base rent. |
comments | string Comments. |
leasingFeeAmount | number <double> Move in leasing fee amount. |
leasingFeeDate | string <date> Move in leasing fee post date. |
leasingFeeRefNo | string Move in leasing fee reference number. |
moveOutDate | string <date> Move Out Date. |
postFirstCharge | boolean Indicates how to post first rent charge while move in. |
prorateMonth | string Enum: "DO_NOT_PRORATE" "FIRST_MONTH_PRORATE" "SECOND_MONTH_PRORATE" Indicates how to post first rent charge while move in. |
publicAssistanceProgram | string Public assistance program. Allowed values are 'None', 'Section 8', 'SCRIE', 'Rent Control', 'EDEN INC. - Shelter Care Plus', 'CLC', 'DHAP', 'FEMA', 'Harris County' etc. |
object Auto charge request | |
scheduleMoveOutDate | string <date> Scheduled move out date. |
searchTag | string Search tag. |
secDepAmount | number <double> Move in security deposit amount. |
secDepChargeDate | string <date> Move in security deposit charge date. |
signedDate | string <date> Lease signed date. |
status | string Indicates lease status. Allowed values are 'Active', 'Active - Notice Given', 'Draft', 'Eviction', 'Terminated' etc. |
{- "baseRent": 0,
- "comments": "string",
- "endDate": "2019-08-24",
- "leasingFeeAmount": 0,
- "leasingFeeDate": "2019-08-24",
- "leasingFeeRefNo": "string",
- "moveInDate": "2019-08-24",
- "moveOutDate": "2019-08-24",
- "postFirstCharge": false,
- "primaryContactID": 0,
- "prorateMonth": "DO_NOT_PRORATE",
- "publicAssistanceProgram": "string",
- "rentAutoCharge": {
- "amount": 0,
- "description": "string",
- "dueDay": 0,
- "endDate": "2019-08-24",
- "frequency": "WEEKLY",
- "glAccountID": 0,
- "referenceNumber": "string",
- "startDate": "2019-08-24"
}, - "scheduleMoveOutDate": "2019-08-24",
- "searchTag": "string",
- "secDepAmount": 0,
- "secDepChargeDate": "2019-08-24",
- "signedDate": "2019-08-24",
- "startDate": "2019-08-24",
- "status": "string",
- "tenantIDs": [
- 0
], - "unitID": 0
}
{- "active": false,
- "addendums": [
- {
- "description": "string",
- "id": 0,
- "name": "string"
}
], - "arBalance": 0,
- "baseRent": 0,
- "buildingID": 0,
- "comments": "string",
- "contacts": [
- {
- "company": "string",
- "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "namedOnLease": false,
- "primary": false,
- "role": "string",
- "workPhone": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "endDate": "2019-08-24",
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeRule": "string",
- "leaseBalance": 0,
- "leaseName": "string",
- "location": "string",
- "moveInDate": "2019-08-24",
- "moveOutDate": "2019-08-24",
- "noticeGivenDate": "2019-08-24",
- "paymentRestriction": "string",
- "portfolioID": 0,
- "publicAssistanceProgram": "string",
- "reasonForLeaving": "string",
- "scheduleMoveOutDate": "2019-08-24",
- "searchTag": "string",
- "signedDate": "2019-08-24",
- "startDate": "2019-08-24",
- "status": "string",
- "tenantsOptsIntoAssetProtectionPlan": "string",
- "terminatedDate": "2019-08-24",
- "unitID": 0
}
Retrieves a list of adjustments.
Required permission:
- Read
Sortable by: leaseid
, postdate
, id
glAccountID | integer <int64> Filters results with GLAccount ID. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results with Lease ID. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results associated with a specific portfolio. |
postDateEnd | string <date> Filters results to any transaction with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with a start date on or after the date specified. |
status | string Filters results to with Lease Status. |
[- {
- "amount": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "portfolioID": 0,
- "refNo": "string"
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates a lease adjustment.Write
saveAdjustmentDTO
amount required | number <double> Amount, should be negative. |
leaseID required | integer <int64> Id of the lease associated with the Adjustment. |
comments | string Comments. |
date | string <date> Lease Adjustment date. |
refNo | string Reference number. |
{- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "leaseID": 0,
- "refNo": "string"
}
{- "amount": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "portfolioID": 0,
- "refNo": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an lease adjustment.Write
adjustmentID required | integer <int64> Adjustment ID |
saveAdjustmentDTO
amount required | number <double> Amount, should be negative. |
leaseID required | integer <int64> Id of the lease associated with the Adjustment. |
comments | string Comments. |
date | string <date> Lease Adjustment date. |
refNo | string Reference number. |
{- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "leaseID": 0,
- "refNo": "string"
}
{- "amount": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "portfolioID": 0,
- "refNo": "string"
}
Retrieves all the auto charges of a lease.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results with Lease ID. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
[- {
- "amount": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "dueDay": 0,
- "endDate": "2019-08-24",
- "frequency": "WEEKLY",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastPostDate": "2019-08-24",
- "leaseID": 0,
- "referenceNumber": "string",
- "startDate": "2019-08-24"
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates lease auto charges.Write
autoChargeDTOS
required | Array of objects List of Auto charges. |
leaseID required | integer <int64> Lease ID. |
{- "charges": [
- {
- "amount": 0,
- "description": "string",
- "dueDay": 0,
- "endDate": "2019-08-24",
- "frequency": "WEEKLY",
- "glAccountID": 0,
- "referenceNumber": "string",
- "startDate": "2019-08-24"
}
], - "leaseID": 0
}
[- {
- "amount": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "dueDay": 0,
- "endDate": "2019-08-24",
- "frequency": "WEEKLY",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastPostDate": "2019-08-24",
- "leaseID": 0,
- "referenceNumber": "string",
- "startDate": "2019-08-24"
}
]
Retrieves a list of lease charges.
Required permission:
- Read
Sortable by: leaseid
, postdate
, createddate
, lastmodifieddatetime
, id
glAccountID | integer <int64> Filters results with GLAccount ID. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results with Lease ID. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results associated with a specific portfolio. |
postDateEnd | string <date> Filters results to any transaction with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with a start date on or after the date specified. |
status | string Filters results to with Lease Status. |
[- {
- "amount": 0,
- "amountDue": 0,
- "amountPaid": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "parentTxID": 0,
- "payments": [
- {
- "accountID": 0,
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "payeePayer": "string",
- "paymentType": "CHECK",
- "receiptNumber": 0,
- "refNo": "string",
- "settledDate": "2019-08-24",
- "status": "string"
}
], - "portfolioID": 0,
- "refNo": "string"
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates a lease charge.Write
saveChargeDTO
amount required | number <double> Amount. |
date required | string <date> Post Date. |
glAccountID required | integer <int64> GL Account ID. |
leaseID required | integer <int64> Lease ID. |
comments | string Comments. |
refNo | string Charge reference No. |
{- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "leaseID": 0,
- "refNo": "string"
}
{- "amount": 0,
- "amountDue": 0,
- "amountPaid": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "parentTxID": 0,
- "payments": [
- {
- "accountID": 0,
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "payeePayer": "string",
- "paymentType": "CHECK",
- "receiptNumber": 0,
- "refNo": "string",
- "settledDate": "2019-08-24",
- "status": "string"
}
], - "portfolioID": 0,
- "refNo": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates lease charges in bulk.Write
saveChargeDTOS
amount required | number <double> Amount. |
date required | string <date> Post Date. |
glAccountID required | integer <int64> GL Account ID. |
leaseID required | integer <int64> Lease ID. |
comments | string Comments. |
refNo | string Charge reference No. |
[- {
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "leaseID": 0,
- "refNo": "string"
}
]
[- {
- "id": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates a lease charge.Write
chargeID required | integer <int64> Charge ID |
saveChargeDTO
amount required | number <double> Amount. |
date required | string <date> Post Date. |
glAccountID required | integer <int64> GL Account ID. |
leaseID required | integer <int64> Lease ID. |
comments | string Comments. |
refNo | string Charge reference No. |
{- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "glAccountID": 0,
- "leaseID": 0,
- "refNo": "string"
}
{- "amount": 0,
- "amountDue": 0,
- "amountPaid": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "parentTxID": 0,
- "payments": [
- {
- "accountID": 0,
- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "payeePayer": "string",
- "paymentType": "CHECK",
- "receiptNumber": 0,
- "refNo": "string",
- "settledDate": "2019-08-24",
- "status": "string"
}
], - "portfolioID": 0,
- "refNo": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific lease charge.Delete
chargeID required | integer <int64> Charge ID |
{- "body": { },
- "statusCode": "100"
}
Retrieves a list of credit memos.
Required permission:
- Read
Sortable by: leaseid
, postdate
, createddate
, lastmodifieddatetime
, id
glAccountID | integer <int64> Filters results with GLAccount ID. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results with Lease ID. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results associated with a specific portfolio. |
postDateEnd | string <date> Filters results to any transaction with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with a start date on or after the date specified. |
status | string Filters results to with Lease Status. |
[- {
- "amount": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "parentTxID": 0,
- "portfolioID": 0,
- "refNo": "string"
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an existing lease custom fieldsWrite
saveCustomFieldDTO
entityId required | integer <int64> Unique identifier of an entity custom field associated to. |
required | Array of objects List of Custom fields to update |
{- "entityId": 0,
- "fieldSetDTOS": [
- {
- "name": "string",
- "value": "string"
}
]
}
{- "body": { },
- "statusCode": "100"
}
Retrieves a list of lease discounts
Required permission:
- Read
Sortable by: leaseid
, postdate
, createddate
, lastmodifieddatetime
, id
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results to any LeaseID. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
postDateEnd | string <date> Filters results to any discount with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any discount with a start date on or after the date specified. |
[- {
- "amount": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "portfolioID": 0,
- "refNo": "string"
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates a lease discount.Write
saveDiscountDTO
amount required | number <double> Amount, should be negative. |
date required | string <date> Date. |
discountAccountID required | integer <int64> Discount GL Account ID. |
leaseID required | integer <int64> Id of the lease associated with this discount. |
comments | string Comments. |
refNo | string Ref No. |
{- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "discountAccountID": 0,
- "leaseID": 0,
- "refNo": "string"
}
{- "amount": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "portfolioID": 0,
- "refNo": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates a lease Discount.Write
discountID required | integer <int64> Discount ID |
saveDiscountDTO
amount required | number <double> Amount, should be negative. |
date required | string <date> Date. |
discountAccountID required | integer <int64> Discount GL Account ID. |
leaseID required | integer <int64> Id of the lease associated with this discount. |
comments | string Comments. |
refNo | string Ref No. |
{- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "discountAccountID": 0,
- "leaseID": 0,
- "refNo": "string"
}
{- "amount": 0,
- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "portfolioID": 0,
- "refNo": "string"
}
Retrieves a list of lease journal entries.
Required permission:
- Read
Sortable by: postdate
, createddate
, lastmodifieddatetime
, id
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results to transactions associated with a specific lease. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
postDateEnd | string <date> Filters results to any transaction with post date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with post date on or after to the date specified. |
{- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "string",
- "id": 0,
- "journalEntrySplitDTOS": [
- {
- "creditAmount": 0,
- "debitAmount": 0,
- "glAccountID": 0,
- "id": 0
}
], - "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "refNo": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates a lease journal entry.Write
saveLeaseJournalEntryDTO
comments required | string Comments. |
date required | string <date> Journal entry date. |
leaseID required | integer <int64> Lease id to apply journal entry. |
Array of objects Journal Entry Splits. | |
refNo | string Journal entry reference number. |
{- "comments": "string",
- "date": "2019-08-24",
- "journalEntrySplitDTOS": [
- {
- "creditAmount": 0,
- "debitAmount": 0,
- "glAccountID": 0
}
], - "leaseID": 0,
- "refNo": "string"
}
{- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "string",
- "id": 0,
- "journalEntrySplitDTOS": [
- {
- "creditAmount": 0,
- "debitAmount": 0,
- "glAccountID": 0,
- "id": 0
}
], - "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "refNo": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates a lease journal entry.Write
journalentryID required | integer <int64> Journal Entry ID |
updateLeaseJournalEntryDTO
comments required | string Comments. |
date required | string <date> Journal entry date. |
leaseID required | integer <int64> Lease id to apply journal entry. |
Array of objects Journal Entry Splits. | |
refNo | string Journal entry reference number. |
{- "comments": "string",
- "date": "2019-08-24",
- "journalEntrySplitDTOS": [
- {
- "creditAmount": 0,
- "debitAmount": 0,
- "glAccountID": 0,
- "id": 0
}
], - "leaseID": 0,
- "refNo": "string"
}
{- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "string",
- "id": 0,
- "journalEntrySplitDTOS": [
- {
- "creditAmount": 0,
- "debitAmount": 0,
- "glAccountID": 0,
- "id": 0
}
], - "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "refNo": "string"
}
Retrieves a specific lease journal entries.
Required permission:
- Read
Sortable by: postdate
, createddate
, lastmodifieddatetime
, id
leaseID required | integer <int64> Lease ID |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results to transactions associated with a specific lease. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
postDateEnd | string <date> Filters results to any transaction with post date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with post date on or after to the date specified. |
{- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "string",
- "id": 0,
- "journalEntrySplitDTOS": [
- {
- "creditAmount": 0,
- "debitAmount": 0,
- "glAccountID": 0,
- "id": 0
}
], - "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "refNo": "string"
}
Retrieves a list of lease payments.
Required permission:
- Read
Sortable by: leaseid
, postdate
, createddate
, lastmodifieddatetime
, id
glAccountID | integer <int64> Filters results with GLAccount ID. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results with Lease ID. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results associated with a specific portfolio. |
postDateEnd | string <date> Filters results to any transaction with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with a start date on or after the date specified. |
status | string Filters results to with Lease Status. |
[- {
- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "depositDate": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "id": 0,
- "isDeposited": false,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string",
- "status": "string"
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates a lease payment.Write
savePaymentDTO
amount required | number <double> Amount. |
contactID required | integer <int64> Id of the contact associated with lease payment |
date required | string <date> Post Date. |
depositDate required | string <date> Payment deposit date. |
destinationAccountID required | integer <int64> Bank GL account ID to deposit. |
leaseID required | integer <int64> Id of the lease associated with this payment. |
paymentType required | string Enum: "CHECK" "CHECK21" "CASHIERS_CHECK" "CREDIT_CARD" "CASH" "MONEY_ORDER" "OTHER" "CLICKPAY" "SECTION8" "EPAY" "ECHECK" "NACHA" "RENTMONEY" "PUBLIC_ASSISTANCE" Payment type. |
refNo required | string Payment reference number |
comments | string Comments. |
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "date": "2019-08-24",
- "depositDate": "2019-08-24",
- "destinationAccountID": 0,
- "leaseID": 0,
- "paymentType": "CHECK",
- "refNo": "string"
}
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "depositDate": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "id": 0,
- "isDeposited": false,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string",
- "status": "string"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates a lease payment.Write
entityID required | integer <int64> Lease Payment ID |
savePaymentDTO
amount required | number <double> Amount. |
contactID required | integer <int64> Id of the contact associated with lease payment |
date required | string <date> Post Date. |
depositDate required | string <date> Payment deposit date. |
destinationAccountID required | integer <int64> Bank GL account ID to deposit. |
leaseID required | integer <int64> Id of the lease associated with this payment. |
paymentType required | string Enum: "CHECK" "CHECK21" "CASHIERS_CHECK" "CREDIT_CARD" "CASH" "MONEY_ORDER" "OTHER" "CLICKPAY" "SECTION8" "EPAY" "ECHECK" "NACHA" "RENTMONEY" "PUBLIC_ASSISTANCE" Payment type. |
refNo required | string Payment reference number |
comments | string Comments. |
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "date": "2019-08-24",
- "depositDate": "2019-08-24",
- "destinationAccountID": 0,
- "leaseID": 0,
- "paymentType": "CHECK",
- "refNo": "string"
}
{- "amount": 0,
- "comments": "string",
- "contactID": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "depositDate": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "id": 0,
- "isDeposited": false,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "lines": [
- {
- "buildingID": 0,
- "credit": 0,
- "debit": 0,
- "glAccountID": 0,
- "id": 0,
- "portfolioID": 0,
- "unitID": 0
}
], - "paymentType": "CHECK",
- "portfolioID": 0,
- "refNo": "string",
- "status": "string"
}
Retrieves a list of tenant refunds.
Required permission:
- Read
Sortable by: leaseid
, postdate
, createddate
, lastmodifieddatetime
, id
glAccountID | integer <int64> Filters results with GLAccount ID. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
leaseID | integer <int64> Filters results with Lease ID. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results associated with a specific portfolio. |
postDateEnd | string <date> Filters results to any transaction with a start date on or prior to the date specified. |
postDateStart | string <date> Filters results to any transaction with a start date on or after the date specified. |
status | string Filters results to with Lease Status. |
[- {
- "amount": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "payeePayer": "string",
- "portfolioID": 0,
- "refNo": "string",
- "toBePrinted": false
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Creates a lease refund.Write
saveRefundDTO
amount required | number <double> Amount. |
date required | string <date> Post Date. |
destinationAccountID required | integer <int64> Id of the bank account to send the refund from. |
glAccountID required | integer <int64> Id of the general ledger account associated with the refund. |
leaseID required | integer <int64> Id of the lease associated with the refund. |
comments | string Comments. |
refNo | string Reference number. |
toBePrinted | boolean Indicates if the check is to be printed. |
toPrimaryTenant | boolean Indicates if refund is for primary contact only |
{- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "leaseID": 0,
- "refNo": "string",
- "toBePrinted": false,
- "toPrimaryTenant": false
}
{- "amount": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "payeePayer": "string",
- "portfolioID": 0,
- "refNo": "string",
- "toBePrinted": false
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Update an lease refund.Write
refundID required | integer <int64> Refund ID |
saveRefundDTO
amount required | number <double> Amount. |
date required | string <date> Post Date. |
destinationAccountID required | integer <int64> Id of the bank account to send the refund from. |
glAccountID required | integer <int64> Id of the general ledger account associated with the refund. |
leaseID required | integer <int64> Id of the lease associated with the refund. |
comments | string Comments. |
refNo | string Reference number. |
toBePrinted | boolean Indicates if the check is to be printed. |
toPrimaryTenant | boolean Indicates if refund is for primary contact only |
{- "amount": 0,
- "comments": "string",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "leaseID": 0,
- "refNo": "string",
- "toBePrinted": false,
- "toPrimaryTenant": false
}
{- "amount": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "destinationAccountID": 0,
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "payeePayer": "string",
- "portfolioID": 0,
- "refNo": "string",
- "toBePrinted": false
}
Note: This operation is still in beta and might be subject to breaking changes. Production integrations should be avoided at this stage.
Retrieves a list of all lease statusesRead
[- {
- "defineActive": true,
- "id": 0,
- "orderIndex": 0,
- "portalLoginEnabled": true,
- "readonly": true,
- "status": "string"
}
]
Retrieves all the conversations of a lease.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
leaseID required | integer <int64> Lease ID |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Filters results by the conversation type. |
[- {
- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
]
Creates a specific lease conversation.
Required permission:
- Write
leaseID required | integer <int64> Lease ID |
saveConversationDTO
text required | string Comment text. |
type required | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Conversation type. |
{- "text": "string",
- "type": "MANAGEMENT_TEAM"
}
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Retrieves a specific lease conversation.
Required permission:
- Read
conversationID required | integer <int64> Conversation ID |
leaseID required | integer <int64> Lease ID |
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific lease conversation.Delete
conversationID required | integer <int64> Conversation ID |
leaseID required | integer <int64> Lease ID |
{- "body": { },
- "statusCode": "100"
}
Adds comment to a lease conversation.
Required permission:
- Write
conversationID required | integer <int64> Conversation ID |
leaseID required | integer <int64> Lease ID |
saveCommentDTO
text required | string Comment text. |
{- "text": "string"
}
{- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
Retrieves a specific lease.
Required permission:
- Read
leaseId required | integer <int64> Lease ID |
includeCustomFields | boolean Default: true includeCustomFields |
{- "active": false,
- "addendums": [
- {
- "description": "string",
- "id": 0,
- "name": "string"
}
], - "arBalance": 0,
- "baseRent": 0,
- "buildingID": 0,
- "comments": "string",
- "contacts": [
- {
- "company": "string",
- "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "namedOnLease": false,
- "primary": false,
- "role": "string",
- "workPhone": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "endDate": "2019-08-24",
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeRule": "string",
- "leaseBalance": 0,
- "leaseName": "string",
- "location": "string",
- "moveInDate": "2019-08-24",
- "moveOutDate": "2019-08-24",
- "noticeGivenDate": "2019-08-24",
- "paymentRestriction": "string",
- "portfolioID": 0,
- "publicAssistanceProgram": "string",
- "reasonForLeaving": "string",
- "scheduleMoveOutDate": "2019-08-24",
- "searchTag": "string",
- "signedDate": "2019-08-24",
- "startDate": "2019-08-24",
- "status": "string",
- "tenantsOptsIntoAssetProtectionPlan": "string",
- "terminatedDate": "2019-08-24",
- "unitID": 0
}
Updates an existing lease.
Required permission:
- Write
leaseId required | integer <int64> Lease ID |
leaseDTO
endDate required | string <date> End date of the lease term. |
moveInDate required | string <date> Move In Date. |
primaryContactID required | integer <int64> Primary contact ID, Should be one of tenant IDs. |
startDate required | string <date> Start date of the lease term. |
tenantIDs required | Array of integers <int64> List of tenant IDs. |
unitID required | integer <int64> Unit/Building ID associated with this lease. |
baseRent | number <double> Property base rent. |
comments | string Comments. |
leasingFeeAmount | number <double> Move in leasing fee amount. |
leasingFeeDate | string <date> Move in leasing fee post date. |
leasingFeeRefNo | string Move in leasing fee reference number. |
moveOutDate | string <date> Move Out Date. |
postFirstCharge | boolean Indicates how to post first rent charge while move in. |
prorateMonth | string Enum: "DO_NOT_PRORATE" "FIRST_MONTH_PRORATE" "SECOND_MONTH_PRORATE" Indicates how to post first rent charge while move in. |
publicAssistanceProgram | string Public assistance program. Allowed values are 'None', 'Section 8', 'SCRIE', 'Rent Control', 'EDEN INC. - Shelter Care Plus', 'CLC', 'DHAP', 'FEMA', 'Harris County' etc. |
object Auto charge request | |
scheduleMoveOutDate | string <date> Scheduled move out date. |
searchTag | string Search tag. |
secDepAmount | number <double> Move in security deposit amount. |
secDepChargeDate | string <date> Move in security deposit charge date. |
signedDate | string <date> Lease signed date. |
status | string Indicates lease status. Allowed values are 'Active', 'Active - Notice Given', 'Draft', 'Eviction', 'Terminated' etc. |
{- "baseRent": 0,
- "comments": "string",
- "endDate": "2019-08-24",
- "leasingFeeAmount": 0,
- "leasingFeeDate": "2019-08-24",
- "leasingFeeRefNo": "string",
- "moveInDate": "2019-08-24",
- "moveOutDate": "2019-08-24",
- "postFirstCharge": false,
- "primaryContactID": 0,
- "prorateMonth": "DO_NOT_PRORATE",
- "publicAssistanceProgram": "string",
- "rentAutoCharge": {
- "amount": 0,
- "description": "string",
- "dueDay": 0,
- "endDate": "2019-08-24",
- "frequency": "WEEKLY",
- "glAccountID": 0,
- "referenceNumber": "string",
- "startDate": "2019-08-24"
}, - "scheduleMoveOutDate": "2019-08-24",
- "searchTag": "string",
- "secDepAmount": 0,
- "secDepChargeDate": "2019-08-24",
- "signedDate": "2019-08-24",
- "startDate": "2019-08-24",
- "status": "string",
- "tenantIDs": [
- 0
], - "unitID": 0
}
{- "active": false,
- "addendums": [
- {
- "description": "string",
- "id": 0,
- "name": "string"
}
], - "arBalance": 0,
- "baseRent": 0,
- "buildingID": 0,
- "comments": "string",
- "contacts": [
- {
- "company": "string",
- "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "namedOnLease": false,
- "primary": false,
- "role": "string",
- "workPhone": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "endDate": "2019-08-24",
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeRule": "string",
- "leaseBalance": 0,
- "leaseName": "string",
- "location": "string",
- "moveInDate": "2019-08-24",
- "moveOutDate": "2019-08-24",
- "noticeGivenDate": "2019-08-24",
- "paymentRestriction": "string",
- "portfolioID": 0,
- "publicAssistanceProgram": "string",
- "reasonForLeaving": "string",
- "scheduleMoveOutDate": "2019-08-24",
- "searchTag": "string",
- "signedDate": "2019-08-24",
- "startDate": "2019-08-24",
- "status": "string",
- "tenantsOptsIntoAssetProtectionPlan": "string",
- "terminatedDate": "2019-08-24",
- "unitID": 0
}
Retrieves all the auto charges of a lease.
Required permission:
- Read
leaseId required | integer <int64> Lease ID |
[- {
- "amount": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "dueDay": 0,
- "endDate": "2019-08-24",
- "frequency": "WEEKLY",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastPostDate": "2019-08-24",
- "leaseID": 0,
- "referenceNumber": "string",
- "startDate": "2019-08-24"
}
]
Note: This operation is still in beta and might be subject to breaking changes. Production integrations should be avoided at this stage.
Retrieves all the auto ePayments of a lease.Read
leaseId required | integer <int64> Lease ID |
{- "account": "string",
- "amount": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "endDate": "2019-08-24",
- "feeAmount": 0,
- "frequency": "WEEKLY",
- "glAccountID": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastPostDate": "2019-08-24",
- "startDate": "2019-08-24"
}
Note: This operation is still in beta and might be subject to breaking changes. Production integrations should be avoided at this stage.
Retrieves all the auto journal entries of a lease.Read
leaseId required | integer <int64> Lease ID |
{- "comments": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "credit": "string",
- "debit": "string",
- "endDate": "2019-08-24",
- "frequency": "WEEKLY",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastPostDate": "2019-08-24",
- "name": "string",
- "nextPostDate": "2019-08-24",
- "payDay": "string",
- "startDate": "2019-08-24"
}
Retrieves all the contacts of a lease.
Required permission:
- Read
leaseId required | integer <int64> Lease ID |
includeCustomFields | boolean Default: false includeCustomFields |
[- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "allowESignature": false,
- "altEmail": "string",
- "birthDate": "2019-08-24",
- "category": "string",
- "comments": "string",
- "company": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "firstName": "string",
- "gender": "UNKNOWN",
- "homePhone": "string",
- "id": 0,
- "jobTitle": "string",
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lastName": "string",
- "middleName": "string",
- "mobilePhone": "string",
- "nameOnCheck": "string",
- "namedOnLease": false,
- "otherPhone": "string",
- "role": "string",
- "salutation": "string",
- "suffix": "string",
- "type": "TENANT",
- "workPhone": "string"
}
]
Retrieves all the custom fields of a lease.
Required permission:
- Read
leaseId required | integer <int64> Lease ID |
[- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
]
Retrieves all the documents of a lease.
Required permission:
- Read
leaseId required | integer <int64> Lease ID |
[- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "entityId": 0,
- "entityType": "APPOINTMENT",
- "fileName": "string",
- "fileType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false
}
]
Retrieves all the notes of a lease.
Required permission:
- Read
leaseId required | integer <int64> Lease ID |
[- {
- "body": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "date": "2019-08-24",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "private": true,
- "subject": "string"
}
]
Retrieves all the work orders of a lease.
Required permission:
- Read
leaseId required | integer <int64> Lease ID |
[- {
- "age": 0,
- "approved": false,
- "approvedDate": "2019-08-24",
- "assignedVendors": [
- {
- "address": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "name": "string",
- "otherPhone": "string",
- "phone": "string"
}
], - "authorizedToEnter": "NO",
- "buildingID": 0,
- "category": "string",
- "completedDate": "2019-08-24",
- "contractNumber": "string",
- "costEstimate": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "dateToEnter": "2019-08-24T14:15:22Z",
- "description": "string",
- "hourEstimate": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lease": "string",
- "location": "string",
- "maintenanceNotice": "string",
- "managedBy": "string",
- "number": 0,
- "portfolioID": 0,
- "priority": "HIGH",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false,
- "requestedBy": "string",
- "requiredMaterials": "string",
- "scheduledEndDate": "2019-08-24",
- "searchTag": "string",
- "source": "string",
- "specificLocation": "string",
- "startDate": "2019-08-24",
- "status": "string",
- "type": "string"
}
]
Retrieves a list of portfolios.
Required permission:
- Read
Sortable by: createddate
, name
, abbreviation
, lastmodifieddatetime
, id
includeCustomFields | boolean Default: false includeCustomFields |
includeDeactivated | boolean Filters results to portfolios with a deactivated records. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
[- {
- "abbreviation": "string",
- "active": false,
- "cashAccrual": "COMPANY_DEFAULT",
- "closingDate": "2019-08-24",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "defaultBankAccountID": 0,
- "defaultBankAccountNumberAndDescription": "string",
- "defaultSecurityDepositBankAccountID": 0,
- "defaultSecurityDepositBankAccountNumberAndDescription": "string",
- "doNotPayOwnerDraw": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "maintenanceSpendingLimit": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "modifiedBy": "string",
- "name": "string",
- "ownerStatementReportID": 0,
- "owners": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "name": "string",
- "otherPhone": "string",
- "percentageOwnership": 0,
- "workPhone": "string"
}
], - "stickyNote": "string",
- "targetOperatingReserve": 0
}
]
Creates a portfolio.
Required permission:
- Write
savePortfolioDTO
abbreviation required | string Abbreviated name assigned to the portfolio. |
name required | string Name of the portfolio. |
cashAccrual | string Enum: "COMPANY_DEFAULT" "CASH" "ACCRUAL" Cash or accrual accounting basis. |
closingDate | string <date> Date when the accounting period for the portfolio will close. |
defaultBankAccountID | integer <int64> Portfolio Default Bank Account ID |
defaultSecdepAccountID | integer <int64> Portfolio Default Security Deposit Bank Account ID |
doNotPayOwnerDraw | boolean Indicates that the owner should not be paid owner draws. |
maintenanceSpendingLimit | number <double> Monthly or yearly Maintenance Spending Limit set for the portfolio for maintenance bills created by work orders. |
maintenanceSpendingLimitTime | string Enum: "NO_LIMIT" "DOLLAR_PER_MONTH" "DOLLAR_PER_YEAR" Monthly or Yearly Maintenance Spending Limit Time set for the portfolio for maintenance bills created by work orders. |
ownerIds | Array of integers <int64> Portfolio owner Ids |
Array of objects Portfolio owners. | |
ownerStatementReportID | integer <int64> Portfolio Owner Statement Report ID |
stickyNote | string Sticky notes. Maximum 500 characters. |
targetOperatingReserve | number <double> Minimum balance to be maintained within the portfolio at all times. |
{- "abbreviation": "string",
- "cashAccrual": "COMPANY_DEFAULT",
- "closingDate": "2019-08-24",
- "defaultBankAccountID": 0,
- "defaultSecdepAccountID": 0,
- "doNotPayOwnerDraw": false,
- "maintenanceSpendingLimit": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "name": "string",
- "ownerIds": [
- 0
], - "ownerStatementReportID": 0,
- "owners": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "otherPhone": "string",
- "percentageOwnership": 0,
- "workPhone": "string"
}
], - "stickyNote": "string",
- "targetOperatingReserve": 0
}
{- "abbreviation": "string",
- "active": false,
- "cashAccrual": "COMPANY_DEFAULT",
- "closingDate": "2019-08-24",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "defaultBankAccountID": 0,
- "defaultBankAccountNumberAndDescription": "string",
- "defaultSecurityDepositBankAccountID": 0,
- "defaultSecurityDepositBankAccountNumberAndDescription": "string",
- "doNotPayOwnerDraw": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "maintenanceSpendingLimit": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "modifiedBy": "string",
- "name": "string",
- "ownerStatementReportID": 0,
- "owners": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "name": "string",
- "otherPhone": "string",
- "percentageOwnership": 0,
- "workPhone": "string"
}
], - "stickyNote": "string",
- "targetOperatingReserve": 0
}
Creates Portfolios in bulk.
Required permission:
- Write
savePortfolioDTOS
abbreviation required | string Abbreviated name assigned to the portfolio. |
name required | string Name of the portfolio. |
cashAccrual | string Enum: "COMPANY_DEFAULT" "CASH" "ACCRUAL" Cash or accrual accounting basis. |
closingDate | string <date> Date when the accounting period for the portfolio will close. |
defaultBankAccountID | integer <int64> Portfolio Default Bank Account ID |
defaultSecdepAccountID | integer <int64> Portfolio Default Security Deposit Bank Account ID |
doNotPayOwnerDraw | boolean Indicates that the owner should not be paid owner draws. |
maintenanceSpendingLimit | number <double> Monthly or yearly Maintenance Spending Limit set for the portfolio for maintenance bills created by work orders. |
maintenanceSpendingLimitTime | string Enum: "NO_LIMIT" "DOLLAR_PER_MONTH" "DOLLAR_PER_YEAR" Monthly or Yearly Maintenance Spending Limit Time set for the portfolio for maintenance bills created by work orders. |
ownerIds | Array of integers <int64> Portfolio owner Ids |
Array of objects Portfolio owners. | |
ownerStatementReportID | integer <int64> Portfolio Owner Statement Report ID |
stickyNote | string Sticky notes. Maximum 500 characters. |
targetOperatingReserve | number <double> Minimum balance to be maintained within the portfolio at all times. |
[- {
- "abbreviation": "string",
- "cashAccrual": "COMPANY_DEFAULT",
- "closingDate": "2019-08-24",
- "defaultBankAccountID": 0,
- "defaultSecdepAccountID": 0,
- "doNotPayOwnerDraw": false,
- "maintenanceSpendingLimit": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "name": "string",
- "ownerIds": [
- 0
], - "ownerStatementReportID": 0,
- "owners": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "otherPhone": "string",
- "percentageOwnership": 0,
- "workPhone": "string"
}
], - "stickyNote": "string",
- "targetOperatingReserve": 0
}
]
[- {
- "id": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an existing portfolio custom fieldsWrite
saveCustomFieldDTO
entityId required | integer <int64> Unique identifier of an entity custom field associated to. |
required | Array of objects List of Custom fields to update |
{- "entityId": 0,
- "fieldSetDTOS": [
- {
- "name": "string",
- "value": "string"
}
]
}
{- "body": { },
- "statusCode": "100"
}
Retrieves a specific portfolio.
Required permission:
- Read
portfolioID required | integer <int64> Portfolio ID |
includeCustomFields | boolean Default: true includeCustomFields |
{- "abbreviation": "string",
- "active": false,
- "cashAccrual": "COMPANY_DEFAULT",
- "closingDate": "2019-08-24",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "defaultBankAccountID": 0,
- "defaultBankAccountNumberAndDescription": "string",
- "defaultSecurityDepositBankAccountID": 0,
- "defaultSecurityDepositBankAccountNumberAndDescription": "string",
- "doNotPayOwnerDraw": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "maintenanceSpendingLimit": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "modifiedBy": "string",
- "name": "string",
- "ownerStatementReportID": 0,
- "owners": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "name": "string",
- "otherPhone": "string",
- "percentageOwnership": 0,
- "workPhone": "string"
}
], - "stickyNote": "string",
- "targetOperatingReserve": 0
}
Updates an existing portfolio.
Required permission:
- Write
portfolioID required | integer <int64> Portfolio ID |
savePortfolioDTO
abbreviation required | string Abbreviated name assigned to the portfolio. |
name required | string Name of the portfolio. |
cashAccrual | string Enum: "COMPANY_DEFAULT" "CASH" "ACCRUAL" Cash or accrual accounting basis. |
closingDate | string <date> Date when the accounting period for the portfolio will close. |
defaultBankAccountID | integer <int64> Portfolio Default Bank Account ID |
defaultSecdepAccountID | integer <int64> Portfolio Default Security Deposit Bank Account ID |
doNotPayOwnerDraw | boolean Indicates that the owner should not be paid owner draws. |
maintenanceSpendingLimit | number <double> Monthly or yearly Maintenance Spending Limit set for the portfolio for maintenance bills created by work orders. |
maintenanceSpendingLimitTime | string Enum: "NO_LIMIT" "DOLLAR_PER_MONTH" "DOLLAR_PER_YEAR" Monthly or Yearly Maintenance Spending Limit Time set for the portfolio for maintenance bills created by work orders. |
ownerIds | Array of integers <int64> Portfolio owner Ids |
Array of objects Portfolio owners. | |
ownerStatementReportID | integer <int64> Portfolio Owner Statement Report ID |
stickyNote | string Sticky notes. Maximum 500 characters. |
targetOperatingReserve | number <double> Minimum balance to be maintained within the portfolio at all times. |
{- "abbreviation": "string",
- "cashAccrual": "COMPANY_DEFAULT",
- "closingDate": "2019-08-24",
- "defaultBankAccountID": 0,
- "defaultSecdepAccountID": 0,
- "doNotPayOwnerDraw": false,
- "maintenanceSpendingLimit": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "name": "string",
- "ownerIds": [
- 0
], - "ownerStatementReportID": 0,
- "owners": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "otherPhone": "string",
- "percentageOwnership": 0,
- "workPhone": "string"
}
], - "stickyNote": "string",
- "targetOperatingReserve": 0
}
{- "abbreviation": "string",
- "active": false,
- "cashAccrual": "COMPANY_DEFAULT",
- "closingDate": "2019-08-24",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "defaultBankAccountID": 0,
- "defaultBankAccountNumberAndDescription": "string",
- "defaultSecurityDepositBankAccountID": 0,
- "defaultSecurityDepositBankAccountNumberAndDescription": "string",
- "doNotPayOwnerDraw": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "maintenanceSpendingLimit": 0,
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "modifiedBy": "string",
- "name": "string",
- "ownerStatementReportID": 0,
- "owners": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "name": "string",
- "otherPhone": "string",
- "percentageOwnership": 0,
- "workPhone": "string"
}
], - "stickyNote": "string",
- "targetOperatingReserve": 0
}
Retrieves all the conversations of a portfolio.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
portfolioID required | integer <int64> Portfolio ID |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Filters results by the conversation type. |
[- {
- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
]
Retrieves a specific portfolio conversation.
Required permission:
- Read
conversationID required | integer <int64> Conversation ID |
portfolioID required | integer <int64> Portfolio ID |
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific portfolio conversation.Delete
conversationID required | integer <int64> Conversation ID |
portfolioID required | integer <int64> Portfolio ID |
{- "body": { },
- "statusCode": "100"
}
Retrieves a list of prospects.
Required permission:
- Read
Sortable by: createddate
, type
, lastmodifieddatetime
, status
, id
buildingID | integer <int64> Filters results to prospects associated with a specific building. |
includeCustomFields | boolean Default: false includeCustomFields |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results to prospects associated with a specific portfolio. |
status | string Filters results to prospects with a specific status. |
type | string Filters results to prospects with a specific type. |
[- {
- "applicationFeePaid": false,
- "assignedToFullName": "string",
- "buildingID": 0,
- "cityDesired": "string",
- "comments": "string",
- "contacts": [
- {
- "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "role": "string",
- "workPhone": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "currentHomeType": "string",
- "currentRentMortgage": 0,
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "hasPets": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseEndDate": "2019-08-24",
- "leaseStartDate": "2019-08-24",
- "moveInDate": "2019-08-24",
- "neighborhoodDesired": "string",
- "numberBathrooms": 0,
- "numberBedrooms": 0,
- "numberOfPets": 0,
- "petType": "string",
- "petWeights": "string",
- "portfolioID": 0,
- "preferredContactMethod": "string",
- "propertyAddress": "string",
- "propertyAddress2": "string",
- "propertyArea": 0,
- "propertyAreaUnits": "string",
- "propertyCity": "string",
- "propertyCountry": "string",
- "propertyNumberBathrooms": 0,
- "propertyNumberBedrooms": 0,
- "propertyState": "string",
- "propertyZip": "string",
- "reasonForMoving": "string",
- "rent": 0,
- "rentMax": 0,
- "rentMin": 0,
- "securityDeposit": 0,
- "source": "string",
- "stateDesired": "string",
- "status": "string",
- "timeAtCurrentResidence": "string",
- "type": "string",
- "typeOfInquiry": "string",
- "unitDesired": "string",
- "unitID": 0,
- "unitTypeDesired": "string",
- "zipDesired": "string"
}
]
Creates a specific prospect.
Required permission:
- Write
saveProspectDTO
buildingID | integer <int64> Unique identifier of the building associated with the prospect. |
comments | string This is a description of the Prospect. |
Array of objects Prospect contacts. | |
currentHomeType | string Prospect Current Home Type. |
currentRentMortgage | number <double> Prospect Current Home Mortgage. |
hasPets | boolean Prospect Has Pets. |
moveInDate | string <date> Prospect Move In Date. |
neighborhoodDesired | string Prospect Neighborhood Desired. |
numberBathrooms | number <double> Prospect Number Of Bathrooms. |
numberBedrooms | integer <int32> Prospect Number Of Bedrooms. |
numberOfPets | integer <int32> Prospect Number Of Pets. |
petType | string Prospect Pet Type. |
petWeights | string Prospect Pet Weights. |
preferredContactMethod | string Prospect Preferred Contact Method. |
propertyAddress | string Property Address. |
propertyAddress2 | string Property Address Continued. |
propertyCity | string Property City. |
propertyCountry | string Property Country. |
propertyNumberBathrooms | number <double> Property Number Of Bath rooms. |
propertyNumberBedrooms | integer <int32> Property Number Of Bedrooms. |
propertyState | string Property State. |
propertyZip | string Property Zip. |
reasonForMoving | string Prospect Reason For Moving. |
rentMax | number <double> Prospect Rent Maximum. |
rentMin | number <double> Prospect Rent Minimum. |
source | string Prospect Source. |
status | string Prospect Status. |
timeAtCurrentResidence | string Prospect Time At Current Residence. |
type | string Prospect Type. |
typeOfInquiry | string Prospect Type Of Inquiry. |
{- "buildingID": 0,
- "comments": "string",
- "contacts": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "otherPhone": "string",
- "percentageship": 0,
- "workPhone": "string"
}
], - "currentHomeType": "string",
- "currentRentMortgage": 0,
- "hasPets": false,
- "moveInDate": "2019-08-24",
- "neighborhoodDesired": "string",
- "numberBathrooms": 0,
- "numberBedrooms": 0,
- "numberOfPets": 0,
- "petType": "string",
- "petWeights": "string",
- "preferredContactMethod": "string",
- "propertyAddress": "string",
- "propertyAddress2": "string",
- "propertyCity": "string",
- "propertyCountry": "string",
- "propertyNumberBathrooms": 0,
- "propertyNumberBedrooms": 0,
- "propertyState": "string",
- "propertyZip": "string",
- "reasonForMoving": "string",
- "rentMax": 0,
- "rentMin": 0,
- "source": "string",
- "status": "string",
- "timeAtCurrentResidence": "string",
- "type": "string",
- "typeOfInquiry": "string"
}
{- "applicationFeePaid": false,
- "assignedToFullName": "string",
- "buildingID": 0,
- "cityDesired": "string",
- "comments": "string",
- "contacts": [
- {
- "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "role": "string",
- "workPhone": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "currentHomeType": "string",
- "currentRentMortgage": 0,
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "hasPets": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseEndDate": "2019-08-24",
- "leaseStartDate": "2019-08-24",
- "moveInDate": "2019-08-24",
- "neighborhoodDesired": "string",
- "numberBathrooms": 0,
- "numberBedrooms": 0,
- "numberOfPets": 0,
- "petType": "string",
- "petWeights": "string",
- "portfolioID": 0,
- "preferredContactMethod": "string",
- "propertyAddress": "string",
- "propertyAddress2": "string",
- "propertyArea": 0,
- "propertyAreaUnits": "string",
- "propertyCity": "string",
- "propertyCountry": "string",
- "propertyNumberBathrooms": 0,
- "propertyNumberBedrooms": 0,
- "propertyState": "string",
- "propertyZip": "string",
- "reasonForMoving": "string",
- "rent": 0,
- "rentMax": 0,
- "rentMin": 0,
- "securityDeposit": 0,
- "source": "string",
- "stateDesired": "string",
- "status": "string",
- "timeAtCurrentResidence": "string",
- "type": "string",
- "typeOfInquiry": "string",
- "unitDesired": "string",
- "unitID": 0,
- "unitTypeDesired": "string",
- "zipDesired": "string"
}
Creates prospects in bulk.
Required permission:
- Write
saveProspectDTOS
buildingID | integer <int64> Unique identifier of the building associated with the prospect. |
comments | string This is a description of the Prospect. |
Array of objects Prospect contacts. | |
currentHomeType | string Prospect Current Home Type. |
currentRentMortgage | number <double> Prospect Current Home Mortgage. |
hasPets | boolean Prospect Has Pets. |
moveInDate | string <date> Prospect Move In Date. |
neighborhoodDesired | string Prospect Neighborhood Desired. |
numberBathrooms | number <double> Prospect Number Of Bathrooms. |
numberBedrooms | integer <int32> Prospect Number Of Bedrooms. |
numberOfPets | integer <int32> Prospect Number Of Pets. |
petType | string Prospect Pet Type. |
petWeights | string Prospect Pet Weights. |
preferredContactMethod | string Prospect Preferred Contact Method. |
propertyAddress | string Property Address. |
propertyAddress2 | string Property Address Continued. |
propertyCity | string Property City. |
propertyCountry | string Property Country. |
propertyNumberBathrooms | number <double> Property Number Of Bath rooms. |
propertyNumberBedrooms | integer <int32> Property Number Of Bedrooms. |
propertyState | string Property State. |
propertyZip | string Property Zip. |
reasonForMoving | string Prospect Reason For Moving. |
rentMax | number <double> Prospect Rent Maximum. |
rentMin | number <double> Prospect Rent Minimum. |
source | string Prospect Source. |
status | string Prospect Status. |
timeAtCurrentResidence | string Prospect Time At Current Residence. |
type | string Prospect Type. |
typeOfInquiry | string Prospect Type Of Inquiry. |
[- {
- "buildingID": 0,
- "comments": "string",
- "contacts": [
- {
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "otherPhone": "string",
- "percentageship": 0,
- "workPhone": "string"
}
], - "currentHomeType": "string",
- "currentRentMortgage": 0,
- "hasPets": false,
- "moveInDate": "2019-08-24",
- "neighborhoodDesired": "string",
- "numberBathrooms": 0,
- "numberBedrooms": 0,
- "numberOfPets": 0,
- "petType": "string",
- "petWeights": "string",
- "preferredContactMethod": "string",
- "propertyAddress": "string",
- "propertyAddress2": "string",
- "propertyCity": "string",
- "propertyCountry": "string",
- "propertyNumberBathrooms": 0,
- "propertyNumberBedrooms": 0,
- "propertyState": "string",
- "propertyZip": "string",
- "reasonForMoving": "string",
- "rentMax": 0,
- "rentMin": 0,
- "source": "string",
- "status": "string",
- "timeAtCurrentResidence": "string",
- "type": "string",
- "typeOfInquiry": "string"
}
]
[- {
- "id": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an existing prospect custom fieldsWrite
saveCustomFieldDTO
entityId required | integer <int64> Unique identifier of an entity custom field associated to. |
required | Array of objects List of Custom fields to update |
{- "entityId": 0,
- "fieldSetDTOS": [
- {
- "name": "string",
- "value": "string"
}
]
}
{- "body": { },
- "statusCode": "100"
}
Retrieves a specific prospect.
Required permission:
- Read
prospectID required | integer <int64> Prospect ID |
includeCustomFields | boolean Default: true includeCustomFields |
{- "applicationFeePaid": false,
- "assignedToFullName": "string",
- "buildingID": 0,
- "cityDesired": "string",
- "comments": "string",
- "contacts": [
- {
- "email": "string",
- "firstName": "string",
- "homePhone": "string",
- "id": 0,
- "lastName": "string",
- "mobilePhone": "string",
- "role": "string",
- "workPhone": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "currentHomeType": "string",
- "currentRentMortgage": 0,
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "hasPets": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseEndDate": "2019-08-24",
- "leaseStartDate": "2019-08-24",
- "moveInDate": "2019-08-24",
- "neighborhoodDesired": "string",
- "numberBathrooms": 0,
- "numberBedrooms": 0,
- "numberOfPets": 0,
- "petType": "string",
- "petWeights": "string",
- "portfolioID": 0,
- "preferredContactMethod": "string",
- "propertyAddress": "string",
- "propertyAddress2": "string",
- "propertyArea": 0,
- "propertyAreaUnits": "string",
- "propertyCity": "string",
- "propertyCountry": "string",
- "propertyNumberBathrooms": 0,
- "propertyNumberBedrooms": 0,
- "propertyState": "string",
- "propertyZip": "string",
- "reasonForMoving": "string",
- "rent": 0,
- "rentMax": 0,
- "rentMin": 0,
- "securityDeposit": 0,
- "source": "string",
- "stateDesired": "string",
- "status": "string",
- "timeAtCurrentResidence": "string",
- "type": "string",
- "typeOfInquiry": "string",
- "unitDesired": "string",
- "unitID": 0,
- "unitTypeDesired": "string",
- "zipDesired": "string"
}
Retrieves the campaign details of a prospect.
Required permission:
- Read
prospectID required | integer <int64> Prospect ID |
{- "acceptedCallTrackingTerms": false,
- "callTrackingCampaignID": "string",
- "callTrackingEnabled": false,
- "callTrackingForwardTo": "string",
- "callTrackingForwardToAfterHours": "string",
- "callTrackingPhoneNumber": "string",
- "callTrackingReferrer": "string",
- "callTrackingSearchPhrase": "string",
- "campaignSource": {
- "callTrackingGroupID": "string",
- "default": true,
- "id": 0,
- "name": "string",
- "referrerDomain": "string"
}, - "code": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "description": "string",
- "endDate": "2019-08-24",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "name": "string",
- "startDate": "2019-08-24",
- "targetProspectType": "string",
- "timezone": "string"
}
Retrieves all the conversations of a prospect.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
prospectID required | integer <int64> Prospect ID |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Filters results by the conversation type. |
[- {
- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
]
Creates a specific prospect conversation.
Required permission:
- Write
prospectID required | integer <int64> Prospect ID |
saveConversationDTO
text required | string Comment text. |
type required | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Conversation type. |
{- "text": "string",
- "type": "MANAGEMENT_TEAM"
}
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Retrieves a specific prospect conversation.
Required permission:
- Read
conversationID required | integer <int64> Conversation ID |
prospectID required | integer <int64> Prospect ID |
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific prospect conversation.Delete
conversationID required | integer <int64> Conversation ID |
prospectID required | integer <int64> Prospect ID |
{- "body": { },
- "statusCode": "100"
}
Retrieves a list of units.
Required permission:
- Read
Sortable by: createddate
, idnumber
, name
, abbreviation
, lastmodifieddatetime
, id
buildingID | integer <int64> Filters results to units associated with a specific building. |
includeCustomFields | boolean Default: false includeCustomFields |
includeDeactivated | boolean Include inactive units in the results. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results to units associated with a specific portfolio. |
publishedForRent | boolean Filters results by the unit's "published for rent" status. If no value is specified, units with any status will be returned. |
type | string Filters results to units with a specific type. |
vacant | boolean Filters results by the unit's vacancy status. If no value is specified, units with any status will be returned. |
[- {
- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "areaUnits": "Sq Ft",
- "buildingID": 0,
- "category": "RESIDENTIAL",
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "ready": false,
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
]
Creates a unit.
Required permission:
- Write
saveUnitDTO
abbreviation required | string [ 1 .. 12 ] characters Abbreviation of Unit. |
buildingID required | integer <int64> Id of the building associated with this unit. |
category required | string Enum: "RESIDENTIAL" "COMMERCIAL" Unit Category. |
name required | string Name of the unit. |
portfolioID required | integer <int64> Id of the portfolio associated with this unit. |
type required | string Indicates Unit type like Business Office,Medical Office,Showroom,R and D,Assigned Parking (Indoor),Assigned Parking (Outdoor),Warehouse,Restaurant,Shopping Mall Retail,Street Retail,Manufacturing,House,Town House,Apartment,Flat,Studio,Loft,Assigned Parking (Indoor),Assigned Parking (Outdoor) etc. |
object Address. | |
availableDate | string <date> Unit Available date to lease. |
county | string Unit region of a state. |
description | string [ 0 .. 65535 ] characters Marketing Description. |
floorNumber | integer <int32> Enum: 0 1 2 Floor number. |
neighborhood | string [ 0 .. 30 ] characters Neighborhood. |
numberBathrooms | number <double> Enum: 0 1 1.5 2 2.5 3 3.5 4 4.5 5 5.5 6 6.5 7 7.5 8 8.5 9 9.5 10 Number of bathrooms in the unit. |
numberBedrooms | integer <int32> [ 0 .. 20 ] Number of bedrooms in the unit. |
ready | boolean Indicates if property is ready to be leased. |
reasonForPropertyLost | string Enum: "EMPTY" "ABANDONED" "FORECLOSURE" "MGR_RETURNED_TO_OWNER" "OTB_AS_FRBO" "OWNER_MOVED_BACK" "REFERRED_TO_SALES" "REFERRED_TO_SALES_OR_SOLD" Reason for property lost. |
residential | boolean Is Unit is Residential or Commercial. |
searchTag | string [ 0 .. 25 ] characters Search tag. |
targetDeposit | number <double> Target deposit amount. |
targetRent | number <double> Market rent for the unit. |
targetRentUnits | string Enum: "DOLLAR_PER_SQ_FT_MONTH" "DOLLAR_PER_SQ_FT_YEAR" "DOLLAR_PER_SQ_M_MONTH" "DOLLAR_PER_SQ_M_YEAR" "DOLLAR_PER_MONTH" "DOLLAR_PER_WEEK" "DOLLAR_PER_NIGHT" Property target rent units. |
totalArea | number <double> Unit Area. |
{- "abbreviation": "string",
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "availableDate": "2019-08-24",
- "buildingID": 0,
- "category": "RESIDENTIAL",
- "county": "string",
- "description": "string",
- "floorNumber": 0,
- "name": "string",
- "neighborhood": "string",
- "numberBathrooms": 0,
- "numberBedrooms": 20,
- "portfolioID": 0,
- "ready": false,
- "reasonForPropertyLost": "EMPTY",
- "residential": false,
- "searchTag": "string",
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string"
}
{- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "areaUnits": "Sq Ft",
- "buildingID": 0,
- "category": "RESIDENTIAL",
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "ready": false,
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
Creates units in bulk.
Required permission:
- Write
saveUnitDTOS
abbreviation required | string [ 1 .. 12 ] characters Abbreviation of Unit. |
buildingID required | integer <int64> Id of the building associated with this unit. |
category required | string Enum: "RESIDENTIAL" "COMMERCIAL" Unit Category. |
name required | string Name of the unit. |
portfolioID required | integer <int64> Id of the portfolio associated with this unit. |
type required | string Indicates Unit type like Business Office,Medical Office,Showroom,R and D,Assigned Parking (Indoor),Assigned Parking (Outdoor),Warehouse,Restaurant,Shopping Mall Retail,Street Retail,Manufacturing,House,Town House,Apartment,Flat,Studio,Loft,Assigned Parking (Indoor),Assigned Parking (Outdoor) etc. |
object Address. | |
availableDate | string <date> Unit Available date to lease. |
county | string Unit region of a state. |
description | string [ 0 .. 65535 ] characters Marketing Description. |
floorNumber | integer <int32> Enum: 0 1 2 Floor number. |
neighborhood | string [ 0 .. 30 ] characters Neighborhood. |
numberBathrooms | number <double> Enum: 0 1 1.5 2 2.5 3 3.5 4 4.5 5 5.5 6 6.5 7 7.5 8 8.5 9 9.5 10 Number of bathrooms in the unit. |
numberBedrooms | integer <int32> [ 0 .. 20 ] Number of bedrooms in the unit. |
ready | boolean Indicates if property is ready to be leased. |
reasonForPropertyLost | string Enum: "EMPTY" "ABANDONED" "FORECLOSURE" "MGR_RETURNED_TO_OWNER" "OTB_AS_FRBO" "OWNER_MOVED_BACK" "REFERRED_TO_SALES" "REFERRED_TO_SALES_OR_SOLD" Reason for property lost. |
residential | boolean Is Unit is Residential or Commercial. |
searchTag | string [ 0 .. 25 ] characters Search tag. |
targetDeposit | number <double> Target deposit amount. |
targetRent | number <double> Market rent for the unit. |
targetRentUnits | string Enum: "DOLLAR_PER_SQ_FT_MONTH" "DOLLAR_PER_SQ_FT_YEAR" "DOLLAR_PER_SQ_M_MONTH" "DOLLAR_PER_SQ_M_YEAR" "DOLLAR_PER_MONTH" "DOLLAR_PER_WEEK" "DOLLAR_PER_NIGHT" Property target rent units. |
totalArea | number <double> Unit Area. |
[- {
- "abbreviation": "string",
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "availableDate": "2019-08-24",
- "buildingID": 0,
- "category": "RESIDENTIAL",
- "county": "string",
- "description": "string",
- "floorNumber": 0,
- "name": "string",
- "neighborhood": "string",
- "numberBathrooms": 0,
- "numberBedrooms": 20,
- "portfolioID": 0,
- "ready": false,
- "reasonForPropertyLost": "EMPTY",
- "residential": false,
- "searchTag": "string",
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string"
}
]
[- {
- "id": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an existing unit custom fieldsWrite
saveCustomFieldDTO
entityId required | integer <int64> Unique identifier of an entity custom field associated to. |
required | Array of objects List of Custom fields to update |
{- "entityId": 0,
- "fieldSetDTOS": [
- {
- "name": "string",
- "value": "string"
}
]
}
{- "body": { },
- "statusCode": "100"
}
Retrieves a specific unit.
Required permission:
- Read
unitID required | integer <int64> Unit ID |
includeCustomFields | boolean Default: true includeCustomFields |
{- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "areaUnits": "Sq Ft",
- "buildingID": 0,
- "category": "RESIDENTIAL",
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "ready": false,
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
Update as unit.
Required permission:
- Write
unitID required | integer <int64> Unit ID |
saveUnitDTO
abbreviation required | string [ 1 .. 12 ] characters Abbreviation of Unit. |
buildingID required | integer <int64> Id of the building associated with this unit. |
category required | string Enum: "RESIDENTIAL" "COMMERCIAL" Unit Category. |
name required | string Name of the unit. |
portfolioID required | integer <int64> Id of the portfolio associated with this unit. |
type required | string Indicates Unit type like Business Office,Medical Office,Showroom,R and D,Assigned Parking (Indoor),Assigned Parking (Outdoor),Warehouse,Restaurant,Shopping Mall Retail,Street Retail,Manufacturing,House,Town House,Apartment,Flat,Studio,Loft,Assigned Parking (Indoor),Assigned Parking (Outdoor) etc. |
object Address. | |
availableDate | string <date> Unit Available date to lease. |
county | string Unit region of a state. |
description | string [ 0 .. 65535 ] characters Marketing Description. |
floorNumber | integer <int32> Enum: 0 1 2 Floor number. |
neighborhood | string [ 0 .. 30 ] characters Neighborhood. |
numberBathrooms | number <double> Enum: 0 1 1.5 2 2.5 3 3.5 4 4.5 5 5.5 6 6.5 7 7.5 8 8.5 9 9.5 10 Number of bathrooms in the unit. |
numberBedrooms | integer <int32> [ 0 .. 20 ] Number of bedrooms in the unit. |
ready | boolean Indicates if property is ready to be leased. |
reasonForPropertyLost | string Enum: "EMPTY" "ABANDONED" "FORECLOSURE" "MGR_RETURNED_TO_OWNER" "OTB_AS_FRBO" "OWNER_MOVED_BACK" "REFERRED_TO_SALES" "REFERRED_TO_SALES_OR_SOLD" Reason for property lost. |
residential | boolean Is Unit is Residential or Commercial. |
searchTag | string [ 0 .. 25 ] characters Search tag. |
targetDeposit | number <double> Target deposit amount. |
targetRent | number <double> Market rent for the unit. |
targetRentUnits | string Enum: "DOLLAR_PER_SQ_FT_MONTH" "DOLLAR_PER_SQ_FT_YEAR" "DOLLAR_PER_SQ_M_MONTH" "DOLLAR_PER_SQ_M_YEAR" "DOLLAR_PER_MONTH" "DOLLAR_PER_WEEK" "DOLLAR_PER_NIGHT" Property target rent units. |
totalArea | number <double> Unit Area. |
{- "abbreviation": "string",
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "availableDate": "2019-08-24",
- "buildingID": 0,
- "category": "RESIDENTIAL",
- "county": "string",
- "description": "string",
- "floorNumber": 0,
- "name": "string",
- "neighborhood": "string",
- "numberBathrooms": 0,
- "numberBedrooms": 20,
- "portfolioID": 0,
- "ready": false,
- "reasonForPropertyLost": "EMPTY",
- "residential": false,
- "searchTag": "string",
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string"
}
{- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "areaUnits": "Sq Ft",
- "buildingID": 0,
- "category": "RESIDENTIAL",
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "ready": false,
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
Retrieves all the conversations of a unit.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
unitID required | integer <int64> Unit ID |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Filters results by the conversation type. |
[- {
- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
]
Retrieves a specific unit conversation.
Required permission:
- Read
conversationID required | integer <int64> Conversation ID |
unitID required | integer <int64> Unit ID |
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific unit conversation.Delete
conversationID required | integer <int64> Conversation ID |
unitID required | integer <int64> Unit ID |
{- "body": { },
- "statusCode": "100"
}
Retrieves all the custom fields of a unit.
Required permission:
- Read
unitID required | integer <int64> Unit ID |
[- {
- "abbreviation": "string",
- "active": false,
- "address": {
- "address": "string",
- "addressCont": "string",
- "city": "string",
- "country": "string",
- "postalCode": "string",
- "stateRegion": "string"
}, - "amenities": [
- {
- "code": "string",
- "id": 0,
- "name": "string",
- "type": "string"
}
], - "areaUnits": "Sq Ft",
- "buildingID": 0,
- "category": "RESIDENTIAL",
- "county": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "floorNumber": 0,
- "id": 0,
- "idNumber": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "leaseID": 0,
- "maintenanceNotice": "string",
- "maintenanceSpendingLimitTime": "NO_LIMIT",
- "management": {
- "managementContractEndDate": "2019-08-24",
- "managementContractStartDate": "2019-08-24",
- "managementFeeType": "string",
- "managementFees": [
- {
- "accountCode": "string",
- "accountNumber": "string",
- "id": 0,
- "manager": "string",
- "managersCommissionPercentage": 0,
- "passThrough": false,
- "percentage": 0
}
], - "managementFeesType": "MANAGE_FEE_NONE",
- "managementFlatFee": 0
}, - "marketing": {
- "availableDate": "2019-08-24",
- "comments": "string",
- "featured": false,
- "featuredForRent": false,
- "featuredForSale": false,
- "forSale": false,
- "latitude": 0,
- "leaseTerms": 0,
- "leaseTermsUnits": "string",
- "longitude": 0,
- "marketingName": "string",
- "mlsLeaseNumber": "string",
- "mlsNumber": "string",
- "otherTenantCharges": "string",
- "parcelNumber": "string",
- "petsAllowed": false,
- "postingTitle": "string",
- "publishedForRent": false,
- "publishedForSale": false,
- "salePrice": 0,
- "saleTerms": "string",
- "shortDescription": "string",
- "smokingAllowed": false,
- "specials": "string"
}, - "name": "string",
- "neighborhood": "string",
- "numberFloors": 0,
- "numberOfBathrooms": 0,
- "numberOfBedrooms": 0,
- "portfolioID": 0,
- "propertyManagerList": [
- {
- "email": "string",
- "id": 0,
- "name": "string",
- "roleAsString": "string",
- "userID": 0
}
], - "ready": false,
- "rentable": false,
- "searchTag": "string",
- "status": "string",
- "syndicate": false,
- "targetDeposit": 0,
- "targetRent": 0,
- "targetRentUnits": "DOLLAR_PER_SQ_FT_MONTH",
- "totalArea": 0,
- "type": "string",
- "website": "string",
- "yearBuilt": 0
}
]
Retrieves a list of vendors.
Required permission:
- Read
Sortable by: createddate
, vendortype
, lastmodifieddatetime
, id
active | boolean Filters results by the vendor's status. If no value is specified, vendors with any status will be returned. |
includeCustomFields | boolean Default: false includeCustomFields |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Filters results to units with a specific type. |
[- {
- "accountNumber": "string",
- "active": false,
- "address": "string",
- "address2": "string",
- "alertEmail": "string",
- "city": "string",
- "comments": "string",
- "companyName": "string",
- "country": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "creditLimit": 0,
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "defaultBillSplitAccountId": 0,
- "defaultMarkupDiscountPercentage": 0,
- "description": "string",
- "eligible1099": false,
- "email": "string",
- "fax": "string",
- "id": 0,
- "includeCompanyNameOn1099": false,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupAccountId": 0,
- "name": "string",
- "nameOnCheck": "string",
- "otherPhone": "string",
- "paymentTermDaysToPay": 0,
- "paymentTerms": "string",
- "phone": "string",
- "searchTag": "string",
- "state": "string",
- "syncToVMM": false,
- "taxId": "string",
- "taxPayerName": "string",
- "timeTracking": "string",
- "type": "string",
- "website": "string",
- "zip": "string"
}
]
Creates a vendor.
Required permission:
- Write
saveVendorDTO
companyName required | string Vendor Company Name |
name required | string Vendor Name |
nameOnCheck required | string Vendor Name On Check |
vendorType required | string Vendor type. This is a user configurable list with the following initial default values <Banking - General>,
<Banking - Mortgage>, <Banking - Investment>, <Contractors - Carpentry>, <Contractors - Dry Wall>, <Contractors - Electrical>, <Contractors - Fencing>, <Contractors - Flooring>, <Contractors - General>, <Contractors - HVAC>, <Contractors - Landscaping>, <Contractors - Masonry>, <Contractors - Miscellaneous>, <Contractors - Painting>, <Contractors - Paving>, <Contractors - Plumbing>, <Contractors - Roofing>, <Contractors - Sheet Metal>, <Contractors - Windows>, |
accountNumber | string Account Number |
address | string Address |
address2 | string Address2 |
alertEmail | string Alert Email |
city | string City |
country | string Country |
creditLimit | number <double> Credit Limit |
daysToPay | integer <int32> Enum: 0 5 10 15 30 45 60 90 Payment Terms days to pay. |
defaultBillSplitAccountId | integer <int64> Default bill split id |
defaultMarkupDiscountPercentage | number <double> Default markup discount |
description | string Description |
eligible1099 | boolean Eligible For 1099 |
string | |
fax | string Fax |
includeCompanyNameOn1099 | boolean Include company name on 1099 |
markupAccountId | integer <int64> Markup account id |
phone | string Phone |
searchTag | string Search Tag |
state | string State |
syncToVMM | boolean Sync to maintenance |
taxID | string Tax ID |
taxPayerName | string Tax Payer Name |
terms | string Payment Terms Description, default value('NET 30') |
timeTracking | boolean Time Tracking, is enabled or disabled |
website | string Website |
zip | string Zip |
{- "accountNumber": "string",
- "address": "string",
- "address2": "string",
- "alertEmail": "string",
- "city": "string",
- "companyName": "string",
- "country": "string",
- "creditLimit": 0,
- "daysToPay": 0,
- "defaultBillSplitAccountId": 0,
- "defaultMarkupDiscountPercentage": 0,
- "description": "string",
- "eligible1099": false,
- "email": "string",
- "fax": "string",
- "includeCompanyNameOn1099": false,
- "markupAccountId": 0,
- "name": "string",
- "nameOnCheck": "string",
- "phone": "string",
- "searchTag": "string",
- "state": "string",
- "syncToVMM": false,
- "taxID": "string",
- "taxPayerName": "string",
- "terms": "string",
- "timeTracking": false,
- "vendorType": "string",
- "website": "string",
- "zip": "string"
}
{- "accountNumber": "string",
- "active": false,
- "address": "string",
- "address2": "string",
- "alertEmail": "string",
- "city": "string",
- "comments": "string",
- "companyName": "string",
- "country": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "creditLimit": 0,
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "defaultBillSplitAccountId": 0,
- "defaultMarkupDiscountPercentage": 0,
- "description": "string",
- "eligible1099": false,
- "email": "string",
- "fax": "string",
- "id": 0,
- "includeCompanyNameOn1099": false,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupAccountId": 0,
- "name": "string",
- "nameOnCheck": "string",
- "otherPhone": "string",
- "paymentTermDaysToPay": 0,
- "paymentTerms": "string",
- "phone": "string",
- "searchTag": "string",
- "state": "string",
- "syncToVMM": false,
- "taxId": "string",
- "taxPayerName": "string",
- "timeTracking": "string",
- "type": "string",
- "website": "string",
- "zip": "string"
}
Creates Vendors in bulk.
Required permission:
- Write
saveVendorDTOS
companyName required | string Vendor Company Name |
name required | string Vendor Name |
nameOnCheck required | string Vendor Name On Check |
vendorType required | string Vendor type. This is a user configurable list with the following initial default values <Banking - General>,
<Banking - Mortgage>, <Banking - Investment>, <Contractors - Carpentry>, <Contractors - Dry Wall>, <Contractors - Electrical>, <Contractors - Fencing>, <Contractors - Flooring>, <Contractors - General>, <Contractors - HVAC>, <Contractors - Landscaping>, <Contractors - Masonry>, <Contractors - Miscellaneous>, <Contractors - Painting>, <Contractors - Paving>, <Contractors - Plumbing>, <Contractors - Roofing>, <Contractors - Sheet Metal>, <Contractors - Windows>, |
accountNumber | string Account Number |
address | string Address |
address2 | string Address2 |
alertEmail | string Alert Email |
city | string City |
country | string Country |
creditLimit | number <double> Credit Limit |
daysToPay | integer <int32> Enum: 0 5 10 15 30 45 60 90 Payment Terms days to pay. |
defaultBillSplitAccountId | integer <int64> Default bill split id |
defaultMarkupDiscountPercentage | number <double> Default markup discount |
description | string Description |
eligible1099 | boolean Eligible For 1099 |
string | |
fax | string Fax |
includeCompanyNameOn1099 | boolean Include company name on 1099 |
markupAccountId | integer <int64> Markup account id |
phone | string Phone |
searchTag | string Search Tag |
state | string State |
syncToVMM | boolean Sync to maintenance |
taxID | string Tax ID |
taxPayerName | string Tax Payer Name |
terms | string Payment Terms Description, default value('NET 30') |
timeTracking | boolean Time Tracking, is enabled or disabled |
website | string Website |
zip | string Zip |
[- {
- "accountNumber": "string",
- "address": "string",
- "address2": "string",
- "alertEmail": "string",
- "city": "string",
- "companyName": "string",
- "country": "string",
- "creditLimit": 0,
- "daysToPay": 0,
- "defaultBillSplitAccountId": 0,
- "defaultMarkupDiscountPercentage": 0,
- "description": "string",
- "eligible1099": false,
- "email": "string",
- "fax": "string",
- "includeCompanyNameOn1099": false,
- "markupAccountId": 0,
- "name": "string",
- "nameOnCheck": "string",
- "phone": "string",
- "searchTag": "string",
- "state": "string",
- "syncToVMM": false,
- "taxID": "string",
- "taxPayerName": "string",
- "terms": "string",
- "timeTracking": false,
- "vendorType": "string",
- "website": "string",
- "zip": "string"
}
]
[- {
- "id": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an existing vendor custom fieldsWrite
saveCustomFieldDTO
entityId required | integer <int64> Unique identifier of an entity custom field associated to. |
required | Array of objects List of Custom fields to update |
{- "entityId": 0,
- "fieldSetDTOS": [
- {
- "name": "string",
- "value": "string"
}
]
}
{- "body": { },
- "statusCode": "100"
}
Retrieves a specific vendor.
Required permission:
- Read
vendorID required | integer <int64> Vendor ID |
includeCustomFields | boolean Default: true includeCustomFields |
{- "accountNumber": "string",
- "active": false,
- "address": "string",
- "address2": "string",
- "alertEmail": "string",
- "city": "string",
- "comments": "string",
- "companyName": "string",
- "country": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "creditLimit": 0,
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "defaultBillSplitAccountId": 0,
- "defaultMarkupDiscountPercentage": 0,
- "description": "string",
- "eligible1099": false,
- "email": "string",
- "fax": "string",
- "id": 0,
- "includeCompanyNameOn1099": false,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "markupAccountId": 0,
- "name": "string",
- "nameOnCheck": "string",
- "otherPhone": "string",
- "paymentTermDaysToPay": 0,
- "paymentTerms": "string",
- "phone": "string",
- "searchTag": "string",
- "state": "string",
- "syncToVMM": false,
- "taxId": "string",
- "taxPayerName": "string",
- "timeTracking": "string",
- "type": "string",
- "website": "string",
- "zip": "string"
}
Retrieves the default general ledger account of a vendor.
Required permission:
- Read
vendorID required | integer <int64> Vendor ID |
{- "accountCode": "string",
- "accountNumber": "string",
- "accountType": "string",
- "active": false,
- "autoApplyPrepayment": false,
- "bankAccountHolder": "string",
- "bankAccountNumber": "string",
- "bankAddress": "string",
- "bankAddress2": "string",
- "bankCity": "string",
- "bankInstitution": "string",
- "bankRoutingNumber": "string",
- "bankState": "string",
- "bankZip": "string",
- "camRecoveryAccount": false,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "description": "string",
- "discountAccount": false,
- "escrowAccount": false,
- "excludeFrom1099": false,
- "excludeFromPayInFull": false,
- "excludeLateFee": false,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lateFeeApplicable": false,
- "name": "string",
- "parentGLAccountId": 0,
- "parentRef": "string",
- "paymentPriority": 0,
- "rentAccount": false,
- "section8": false,
- "securityDepositAccount": false,
- "taxAccount": false,
- "transferBalanceToRetainedEarnings": false
}
Retrieves all the conversations of a vendor.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
vendorID required | integer <int64> Vendor ID |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
type | string Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT" Filters results by the conversation type. |
[- {
- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
]
Retrieves a specific vendor conversation.
Required permission:
- Read
conversationID required | integer <int64> Conversation ID |
vendorID required | integer <int64> Vendor ID |
{- "comments": [
- {
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "text": "string"
}
], - "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "entityID": 0,
- "entityType": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "subject": "string",
- "type": "MANAGEMENT_TEAM"
}
Retrieves a list of work orders.
Required permission:
- Read
Sortable by: createddate
, number
, type
, lastmodifieddatetime
, status
, id
buildingID | integer <int64> Filters results to prospects associated with a specific building. |
completedDateEnd | string <date> Filters results to any payment with a date on or prior to the date specified. |
completedDateStart | string <date> Filters results to any payment with a date on or after to the date specified. |
includeCustomFields | boolean Default: false includeCustomFields |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
portfolioID | integer <int64> Filters results to prospects associated with a specific portfolio. |
priority | string Enum: "HIGH" "MEDIUM" "LOW" Filters results to work orders with a specific priority. |
status | string Filters results to work orders with a specific status. |
type | string Filters results to work orders with a specific type. |
[- {
- "age": 0,
- "approved": false,
- "approvedDate": "2019-08-24",
- "assignedVendors": [
- {
- "address": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "name": "string",
- "otherPhone": "string",
- "phone": "string"
}
], - "authorizedToEnter": "NO",
- "buildingID": 0,
- "category": "string",
- "completedDate": "2019-08-24",
- "contractNumber": "string",
- "costEstimate": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "dateToEnter": "2019-08-24T14:15:22Z",
- "description": "string",
- "hourEstimate": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lease": "string",
- "location": "string",
- "maintenanceNotice": "string",
- "managedBy": "string",
- "number": 0,
- "portfolioID": 0,
- "priority": "HIGH",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false,
- "requestedBy": "string",
- "requiredMaterials": "string",
- "scheduledEndDate": "2019-08-24",
- "searchTag": "string",
- "source": "string",
- "specificLocation": "string",
- "startDate": "2019-08-24",
- "status": "string",
- "type": "string"
}
]
Creates a work order.
Required permission:
- Write
saveWorkOrderDTO
buildingID required | integer <int64> Id of the building associated with this work order. |
authorizedToEnter | string Enum: "NO" "ANYTIME" "SPECIFIEDTIME" This field indicates if the tenant has granted the maintenance staff permission to enter the unit. |
category | string Category of the work order. |
costEstimate | number <double> Enter an estimate of the cost for performing the work outlined in the work order. |
dateToEnter | string <date> Authorized date to enter unit. |
description | string Description of the work order. |
hourEstimate | number <double> Estimated number of hours to complete the work order. |
hourToEnter | integer <int32> Hour to enter. Allowed Value : 0 , 1, 2 ... 23 |
minuteToEnter | integer <int32> Minute to enter. Allowed Value : 0, 10, 20, 30, 40, 50 |
priority | string Enum: "HIGH" "MEDIUM" "LOW" Priority of the work order. |
publishToOwnerPortal | boolean Publish To Owner Portal. Default=false |
publishToTenantPortal | boolean Publish To Tenant Portal. Default=false |
requestedBy | integer <int64> Id of the person that reported the problem, typically the tenant or owner associated with the buildings or units. |
requiredMaterials | string Required Materials |
scheduledEndDate | string <date> Date on which the work is scheduled to be completed. |
searchTag | string Enter a key term to allow you to quickly locate the work order. |
source | string Source of the work order. This is a user configurable list with the following initial default values : None, Telephone, In Person, Email, Website, Internal, Tenant Portal, Inspection |
specificLocation | string Specific Location |
startDate | string <date> Date on which the work was started. |
type | string This classifies the work order into one of the following types: General, Service Request, Turnover, Inspection, Estimate etc. |
unitIDs | Array of integers <int64> List of unit Ids that are attached to the building. |
{- "authorizedToEnter": "NO",
- "buildingID": 0,
- "category": "string",
- "costEstimate": 0,
- "dateToEnter": "2019-08-24",
- "description": "string",
- "hourEstimate": 0,
- "hourToEnter": 0,
- "minuteToEnter": 0,
- "priority": "HIGH",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false,
- "requestedBy": 0,
- "requiredMaterials": "string",
- "scheduledEndDate": "2019-08-24",
- "searchTag": "string",
- "source": "string",
- "specificLocation": "string",
- "startDate": "2019-08-24",
- "type": "string",
- "unitIDs": [
- 0
]
}
{- "age": 0,
- "approved": false,
- "approvedDate": "2019-08-24",
- "assignedVendors": [
- {
- "address": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "name": "string",
- "otherPhone": "string",
- "phone": "string"
}
], - "authorizedToEnter": "NO",
- "buildingID": 0,
- "category": "string",
- "completedDate": "2019-08-24",
- "contractNumber": "string",
- "costEstimate": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "dateToEnter": "2019-08-24T14:15:22Z",
- "description": "string",
- "hourEstimate": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lease": "string",
- "location": "string",
- "maintenanceNotice": "string",
- "managedBy": "string",
- "number": 0,
- "portfolioID": 0,
- "priority": "HIGH",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false,
- "requestedBy": "string",
- "requiredMaterials": "string",
- "scheduledEndDate": "2019-08-24",
- "searchTag": "string",
- "source": "string",
- "specificLocation": "string",
- "startDate": "2019-08-24",
- "status": "string",
- "type": "string"
}
Creates word orders in bulk.
Required permission:
- Write
saveWorkOrderDTOS
buildingID required | integer <int64> Id of the building associated with this work order. |
authorizedToEnter | string Enum: "NO" "ANYTIME" "SPECIFIEDTIME" This field indicates if the tenant has granted the maintenance staff permission to enter the unit. |
category | string Category of the work order. |
costEstimate | number <double> Enter an estimate of the cost for performing the work outlined in the work order. |
dateToEnter | string <date> Authorized date to enter unit. |
description | string Description of the work order. |
hourEstimate | number <double> Estimated number of hours to complete the work order. |
hourToEnter | integer <int32> Hour to enter. Allowed Value : 0 , 1, 2 ... 23 |
minuteToEnter | integer <int32> Minute to enter. Allowed Value : 0, 10, 20, 30, 40, 50 |
priority | string Enum: "HIGH" "MEDIUM" "LOW" Priority of the work order. |
publishToOwnerPortal | boolean Publish To Owner Portal. Default=false |
publishToTenantPortal | boolean Publish To Tenant Portal. Default=false |
requestedBy | integer <int64> Id of the person that reported the problem, typically the tenant or owner associated with the buildings or units. |
requiredMaterials | string Required Materials |
scheduledEndDate | string <date> Date on which the work is scheduled to be completed. |
searchTag | string Enter a key term to allow you to quickly locate the work order. |
source | string Source of the work order. This is a user configurable list with the following initial default values : None, Telephone, In Person, Email, Website, Internal, Tenant Portal, Inspection |
specificLocation | string Specific Location |
startDate | string <date> Date on which the work was started. |
type | string This classifies the work order into one of the following types: General, Service Request, Turnover, Inspection, Estimate etc. |
unitIDs | Array of integers <int64> List of unit Ids that are attached to the building. |
[- {
- "authorizedToEnter": "NO",
- "buildingID": 0,
- "category": "string",
- "costEstimate": 0,
- "dateToEnter": "2019-08-24",
- "description": "string",
- "hourEstimate": 0,
- "hourToEnter": 0,
- "minuteToEnter": 0,
- "priority": "HIGH",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false,
- "requestedBy": 0,
- "requiredMaterials": "string",
- "scheduledEndDate": "2019-08-24",
- "searchTag": "string",
- "source": "string",
- "specificLocation": "string",
- "startDate": "2019-08-24",
- "type": "string",
- "unitIDs": [
- 0
]
}
]
[- {
- "id": 0
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Updates an existing workorder custom fieldsWrite
saveCustomFieldDTO
entityId required | integer <int64> Unique identifier of an entity custom field associated to. |
required | Array of objects List of Custom fields to update |
{- "entityId": 0,
- "fieldSetDTOS": [
- {
- "name": "string",
- "value": "string"
}
]
}
{- "body": { },
- "statusCode": "100"
}
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Delete a Work Order.Delete
workOrderID required | integer <int64> Work Order ID |
{- "body": { },
- "statusCode": "100"
}
Retrieves a specific work order task.
Required permission:
- Read
taskID required | integer <int64> Task ID |
workOrderID required | integer <int64> Work Order ID |
[- {
- "completed": false,
- "completedTime": "2019-08-24T14:15:22Z",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "delegates": "string",
- "description": "string",
- "dueDate": "2019-08-24",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "privateTask": false,
- "starred": false,
- "tags": "string"
}
]
Note: Write access is only available to customers who have opted in to our beta program. Please reach out to support if you'd like to be included.
Deletes a specific work order task.Delete
taskID required | integer <int64> Task ID |
workOrderID required | integer <int64> Work Order ID |
{- "body": { },
- "statusCode": "100"
}
Retrieves a specific work order.
Required permission:
- Read
workOrderId required | integer <int64> Work Order ID |
includeCustomFields | boolean Default: true includeCustomFields |
{- "age": 0,
- "approved": false,
- "approvedDate": "2019-08-24",
- "assignedVendors": [
- {
- "address": "string",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "email": "string",
- "fax": "string",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "name": "string",
- "otherPhone": "string",
- "phone": "string"
}
], - "authorizedToEnter": "NO",
- "buildingID": 0,
- "category": "string",
- "completedDate": "2019-08-24",
- "contractNumber": "string",
- "costEstimate": 0,
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "customFields": [
- {
- "dataType": "string",
- "definitionID": 0,
- "fieldName": "string",
- "value": "string"
}
], - "dateToEnter": "2019-08-24T14:15:22Z",
- "description": "string",
- "hourEstimate": 0,
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "lease": "string",
- "location": "string",
- "maintenanceNotice": "string",
- "managedBy": "string",
- "number": 0,
- "portfolioID": 0,
- "priority": "HIGH",
- "publishToOwnerPortal": false,
- "publishToTenantPortal": false,
- "requestedBy": "string",
- "requiredMaterials": "string",
- "scheduledEndDate": "2019-08-24",
- "searchTag": "string",
- "source": "string",
- "specificLocation": "string",
- "startDate": "2019-08-24",
- "status": "string",
- "type": "string"
}
Retrieves a list of work order tasks.
Required permission:
- Read
Sortable by: createddate
, lastmodifieddatetime
, id
workOrderId required | integer <int64> Work Order ID |
completed | boolean Filters results by task status. |
dueDate | string <date> Filters results by due day. |
lastModifiedDateTimeEnd | string <date-time> Filters results to any item modified on or prior to the date time specified. |
lastModifiedDateTimeStart | string <date-time> Filters results to any item modified on or after the date time specified. |
limit | integer <int32> Default: 100
|
offset | integer <int32>
|
orderby | string Indicates the field(s) and direction to sort the results in the response. |
[- {
- "completed": false,
- "completedTime": "2019-08-24T14:15:22Z",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "delegates": "string",
- "description": "string",
- "dueDate": "2019-08-24",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "privateTask": false,
- "starred": false,
- "tags": "string"
}
]
Create a task to an workOrder.
Required permission:
- Write
workOrderId required | integer <int64> Work Order ID |
saveWorkOrderTaskDTO
description required | string Task description. |
completed | boolean Indicates if the task is completed. |
delegates | string Comma separated list of user ids to delegate the task to. |
dueDate | string <date> Task due date. |
isPrivate | boolean Indicates if the task is private. |
starred | boolean Indicates if the task is starred. |
tags | string Comma separated task tags. |
{- "completed": false,
- "delegates": "string",
- "description": "string",
- "dueDate": "2019-08-24",
- "isPrivate": false,
- "starred": false,
- "tags": "string"
}
{- "completed": false,
- "completedTime": "2019-08-24T14:15:22Z",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "delegates": "string",
- "description": "string",
- "dueDate": "2019-08-24",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "privateTask": false,
- "starred": false,
- "tags": "string"
}
Update an existing workOrder task.
Required permission:
- Write
taskId required | integer <int64> Task ID |
workOrderId required | integer <int64> Work Order ID |
saveWorkOrderTaskDTO
description required | string Task description. |
completed | boolean Indicates if the task is completed. |
delegates | string Comma separated list of user ids to delegate the task to. |
dueDate | string <date> Task due date. |
isPrivate | boolean Indicates if the task is private. |
starred | boolean Indicates if the task is starred. |
tags | string Comma separated task tags. |
{- "completed": false,
- "delegates": "string",
- "description": "string",
- "dueDate": "2019-08-24",
- "isPrivate": false,
- "starred": false,
- "tags": "string"
}
{- "completed": false,
- "completedTime": "2019-08-24T14:15:22Z",
- "createdBy": "string",
- "createdDateTime": "2019-08-24T14:15:22Z",
- "delegates": "string",
- "description": "string",
- "dueDate": "2019-08-24",
- "id": 0,
- "lastModifiedBy": "string",
- "lastModifiedDateTime": "2019-08-24T14:15:22Z",
- "privateTask": false,
- "starred": false,
- "tags": "string"
}