Open API, powered by Propertyware (1.0)

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Introduction

Welcome to Propertyware’s API—a powerful, RESTful programming interface that lets you leverage valuable Propertyware data.

Account Configuration

Before you can use Propertyware’s API, you’ll need to make some tweaks to your account settings.


Enabling the API

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!

  1. Sign in to your Propertyware account from your browser.

  2. Open the Setup page

  3. 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.

API Keys

Account-level API keys authenticate every request and keep things secure.

API keys have two components: a “client ID” and a “secret”.

  • Client IDs are similar to usernames. They’re used to identify your Propertyware API key and are safe to share.
  • Secrets are similar to passwords. They must be kept confidential.

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!

Creating API Keys

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

  1. On the API Keys page, click Create API Key. A modal will appear.

  1. 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.

  2. 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.

  3. 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.

Keeping API Keys Safe

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.

  • Avoid hard-coding client IDs and secrets inside source files.
  • Avoid storing client IDs and secrets in any files that may be committed to source control, particularly cloud-based source control platforms.
  • Apply restrictions to client IDs and secrets shared with your staff. You can restrict a key to particular Propertyware entities or to read-only access (GET resources only).
  • Avoid sharing client IDs and secrets across public, insecure platforms.
  • Establish a process to regularly recreate your client IDs and secrets from your Propertyware account.

How to Make a Request

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.

Let's Get Started!

Step 1: Get Your API Key

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.

Step 2: Install a HTTP client

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.

Step 3: Make a Sample 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.

  1. Open the Postman application.
  2. Open the verb menu and select GET.
  3. Enter the request endpoint in the field next to GET.
  4. To authenticate the request, enter your 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.

  1. Review the parameters of your request on last time. Once finished, click Send.

  2. 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.

API Overview

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.

Base URL

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.

API Versioning

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.

Releasing Changes to the API

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

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.

  • Adding new API resources and/or endpoints.
  • Adding new optional request parameters to existing API methods.
  • Adding new properties to existing API responses and non-required properties for request messages.
  • Changing property order in existing API responses.

All backward-compatible changes to the API will be documented in the Changelog.

Backwards-incompatible Changes

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:

  • Removing a property from a request and/or response message.
  • Changing the name of a property in a message.
  • Adding a required parameter to a request message.
  • Changing existing enumeration values.

New versions of the API will have full reference documentation and an upgrade guide.

Authentication

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.

Bulk Request Options

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.

Pagination

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

Pagination Example

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 and offset parameter names are case-sensitive. If they aren't formatted correctly, the API will return a 404 HTTP status code.

Sorting Results

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 the orderby value aren't.

Response Codes

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.

API Date Format

  • For all request and response date fields allowing ISO date format: YYYY-MM-DD (e.g.2019-08-24).
  • For all request and response dateAndTime fields format is allowing: YYYY-MM-dd'T'HH:mm:ssXXX (e.g.2022-06-28T08:47:13Z).

Support

If you are unable to resolve your issue after reviewing the API documentation our support team can assist you.

Changelog

2024-05-12

  • A new filed "arBalance" is added to Lease response for below end points
    • Retrieve a lease ( GET - /leases/{leaseID} - set query parameter "includeOtherBalances = true" to include lease arBalance)
    • Retrieve all leases ( GET - /leases )
    • Create a lease (POST - /leases)
    • Update a lease (PUT - /leases/{leaseID})

2024-04-23

  • Beta has been removed to facilitate Update an owner draw ( PUT - /accounting/ownerdraws/{drawID} )

2024-04-10

  • Beta has been removed to facilitate Update a Credit ( PUT - /bills/credit/{creditID} )
  • Beta has been removed to facilitate Update a Bill ( PUT - /bills/{billId} )
  • Beta has been removed to facilitate Create word orders in bulk. ( POST - /workorders/bulk )
  • A new field "amount" is added to Bill response for below end points
    • Retrieve a bill ( GET - /bills/{billID} )
    • Retrieve all bills ( GET - /bills/ )
    • Create a Bill ( POST - /bills/ )
    • Update Bill ( PUT - /bills/{billId} )
    • Create a Credit ( POST - /bills/credit )
    • Update a Credit ( PUT - /bills/credit/{creditID} )
  • Update a Contact ( PUT - /contacts/{contactID} ) is allowed to update any Contact Type
  • A new field "managementFeesType" is added to CREATE building(POST), UPDATE building(PUT), GET buildings(GET) end points. Existing "managementFeeType" is deprecated and should not be used.
  • Few fields from CREATE building are not updating with a POST request. Resolved the issue and impacted fields are targetDeposit, targetRentUnits.
  • Few fields from UPDATE building are not updating with a PUT request. Resolved the issue and impacted fields are numberOfBathrooms, numberOfBedRooms, targetRent, targetDeposit, targetRentUnits, marketingName, managementFlatFee, managementFeeType, petsAllowed, postingTitle, shortDescription, yearBuilt.
  • The 'account' field has been removed, and the data type for the 'dueDay' field has been changed from String to Integer in the response for the ( POST - /leases/autocharges ) endpoint.
  • Fixed the issue - date field value getting saved as today date for Create Lease Charge, Update Lease Charge, Create Bulk Charges, Create a Lease Payment, Update a Lease Payment, Create a Lease Refund APs.
  • Work order id validation is implemented for Create Bill, Update Bill, Create Credit, Update Credit APIs.

2024-03-24

  • New API introduced to update existing workorder custom fields.
    URL : /workorders/customfields (PUT)
    Access Permissions : WorkOrder - Write
  • A new field "role" is added to GET lease contacts end point (/leases/{leaseID}/contacts)
  • A new field "role" is added to "contact" in GET lease end point (/leases/{leaseID})
  • A new field "role" is added to "contact" in GET All leases end point (/leases)

2024-03-11

  • New API introduced to update existing contact custom fields.
    URL : /contacts/customfields (PUT)
    Access Permissions : Contacts - Write
  • Beta has been removed to facilitate create a bank deposit, create an owner contribution, create an owner draw requests.
  • New API introduced to update existing portfolio custom fields.
    URL : /portfolios/customfields (PUT)
    Access Permissions : Portfolio - Write
  • New API introduced to update existing vendor custom fields.
    URL : /vendors/customfields (PUT)
    Access Permissions : Vendor - Write
  • Beta has been removed to facilitate 'Create a bill', 'Create bills in bulk', 'Create a credit' Rest API's.

2024-02-25

  • 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

2024-02-11

  • Beta has been removed to facilitate Retrieves a list of owner draws,Retrieves a list of owner contributions,Retrieves a list of general ledger accounts and Retrieves a general ledger account.
  • New filed "description" is added in General ledger account(accounting/glaccounts - GET & accounting/glaccounts/{glAccountID} - GET) endpoint response.
  • New field "specificLocation" is added in Workorder create/update request.
  • New field "requiredMaterials" is added in Workorder create/update request.
  • New field "publishToTenantPortal" is added in Workorder create/update request.
  • New field "publishToOwnerPortal" is added in Workorder create/update request.
  • New field "publishToTenantPortal" is added in Workorder GET response.
  • New field "publishToOwnerPortal" is added in Workorder GET response.
  • New API introduced to update lease custom fields
    URL : /leases/customfields (PUT)
    Access Permissions : Lease - Write (An additional permission is required "Custom Field - write" will be introduced with 2024-02-25 release)
  • New API introduced to update prospect custom fields
    URL : /prospects/customfields (PUT)
    Access Permissions : prospect - Write (An additional permission is required "Custom Field - write" will be introduced with 2024-02-25 release)

2024-01-24

  • Beta has been removed to facilitate WorkOrder task update.
  • Beta has been removed to facilitate retrieve vendor general ledger account.
  • New field "source" is added in Workorder create/update request.
  • Beta has been removed to facilitate Unit update.

2024-01-09

  • 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"

2023-10-24

  • Retrieve a General Ledger Account

2023-08-28

  • Update a document

2023-07-11

  • Delete a document

2023-07-11

  • Retrieve all documents
  • Retrieve a document
  • Download a document

2023-06-10

  • Lease contacts are included in Retrieve all leases API response
  • Lease contacts are included in Retrieve a lease API response

2023-04-24

  • Bulk Insertion: Prospects
  • Bulk Insertion: Bill Payments

2023-04-11

  • Bulk Insertion: Portfolios
  • Bulk Insertion: Buildings
  • Bulk Insertion: Units

2023-03-19

  • Bulk insertion: contacts

2023-03-08

  • Bulk insertion: bills

2023-01-24

  • Custom fields in "Get all" endpoints
  • Prospect creation
  • Bill removals

2022-10-25

  • API Read operations for non-financial data

2022-09-21

  • API Read operations available

Accounting

Resources providing access to accounting data such as general ledger accounts and financial transactions.

Create a bank deposit

Creates a bank deposit.

Required permission:
GENERAL LEDGER - Write

Request Body schema: application/json

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

Responses

Request samples

Content type
application/json
{
  • "bankGLAccountID": 0,
  • "dateOpened": "2019-08-24",
  • "description": "string",
  • "listOfTxIDs": "string"
}

Response samples

Content type
application/json
{
  • "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"
}

Delete a Bank Deposit (BETA)

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.

Required permission:
GENERAL LEDGER - Delete
path Parameters
bankDepositID
required
integer <int64>

Bank Deposit ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve all general ledger transactions (BETA)

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.

At least of the following date ranges must be passed as a filter: * `lastModifiedDateStart`-`lastModifiedDateEnd` * `createdDateStart`-`createdDateEnd`

Required permission:
GENERAL LEDGER - Read
query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all the general ledger accounts

Retrieves a list of general ledger accounts.

Required permission:
GL ACCOUNTS - Read

Sortable by: accountcode, id, accountnumber

query Parameters
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 true value is passed. If no value is specified, only active accounts will be returned.

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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a general ledger account (BETA)

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.

Required permission:
GL ACCOUNTS - Write
Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "accountNumber": "string",
  • "accountType": 0,
  • "autoApplyPrepayment": false,
  • "bank": {
    },
  • "code": "string",
  • "creditCard": {
    },
  • "currentAsset": {
    },
  • "currentLiability": {
    },
  • "description": "string",
  • "equity": {
    },
  • "expense": {
    },
  • "income": {
    },
  • "nonCurrentAsset": {
    },
  • "nonCurrentLiability": {
    },
  • "nonOperatingExpense": {
    },
  • "nonOperatingIncome": {
    },
  • "parentGLAccountId": 0,
  • "taxable": false
}

Response samples

Content type
application/json
{
  • "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
}

Create general ledger accounts in bulk (BETA)

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.

Required permission:
GL ACCOUNTS - Write
Request Body schema: application/json

saveAccountDTOS

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a general ledger account

Retrieves a general ledger account.

Required permission:
GL ACCOUNTS - Read

path Parameters
glAccountID
required
integer <int64>

GL Account ID

Responses

Response samples

Content type
application/json
{
  • "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
}

Update a general ledger account (BETA)

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.

Required permission:
GL ACCOUNTS - Write
path Parameters
glAccountID
required
integer <int64>

GL Account ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "accountNumber": "string",
  • "accountType": 0,
  • "autoApplyPrepayment": false,
  • "bank": {
    },
  • "code": "string",
  • "creditCard": {
    },
  • "currentAsset": {
    },
  • "currentLiability": {
    },
  • "description": "string",
  • "equity": {
    },
  • "expense": {
    },
  • "income": {
    },
  • "nonCurrentAsset": {
    },
  • "nonCurrentLiability": {
    },
  • "nonOperatingExpense": {
    },
  • "nonOperatingIncome": {
    },
  • "parentGLAccountId": 0,
  • "taxable": false
}

Response samples

Content type
application/json
{
  • "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
}

Delete a general ledger account (BETA)

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.

Required permission:
GL ACCOUNTS - Delete
path Parameters
glAccount
required
integer <int64>

GL Account ID

Responses

Retrieve all the owner contributions

Retrieves a list of owner contributions.

Required permission:
PORTFOLIOS - Read

Sortable by: postdate, createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create an owner contribution

Creates an owner contribution for a specified owner contact.

Required permission:
PORTFOLIOS - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "contactID": 0,
  • "date": "2019-08-24",
  • "destinationAccountID": 0,
  • "glAccountID": 0,
  • "paymentType": "CHECK",
  • "portfolioID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "paymentType": "CHECK",
  • "portfolioID": 0,
  • "refNo": "string"
}

Delete Owner Contribution (BETA)

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.

Required permission:
PORTFOLIOS - Delete
path Parameters
ownerContributionID
required
integer <int64>

Owner Contribution ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve all the owner draws

Retrieves a list of owner draws.

Required permission:
PORTFOLIOS - Read

Sortable by: postdate, createddate, lastmodifieddatetime, portfolioid, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create an owner draw

Creates an owner draw for a specified owner contact.

Required permission:
PORTFOLIOS - Write

Request Body schema: application/json

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).

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "contactID": 0,
  • "date": "2019-08-24",
  • "destinationAccountID": 0,
  • "glAccountID": 0,
  • "portfolioID": 0,
  • "refNo": "string",
  • "toBePrinted": false
}

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "paymentType": "CHECK",
  • "portfolioID": 0,
  • "refNo": "string"
}

Update an owner draw

Updates an owner draw for a specified owner contact.

Required permission:
PORTFOLIOS - Write

path Parameters
drawID
required
integer <int64>

Owner Draw ID

Request Body schema: application/json

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).

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "contactID": 0,
  • "date": "2019-08-24",
  • "destinationAccountID": 0,
  • "glAccountID": 0,
  • "portfolioID": 0,
  • "refNo": "string",
  • "toBePrinted": false
}

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "paymentType": "CHECK",
  • "portfolioID": 0,
  • "refNo": "string"
}

Bills

Resources providing access to bills and bill payments.

Retrieve all bills

Retrieves a list of bills.

Required permission:
BILLS - Read

Sortable by: createddate, billdate, billnumber, lastmodifieddatetime, duedate, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

markupGLAccountID
integer <int64>

Filters results to bills associated with a specific markup general ledger account.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a bill

Creates a bill.

Required permission:
BILLS - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "billDate": "2019-08-24",
  • "billNumber": 0,
  • "billSplits": [
    ],
  • "comments": "string",
  • "dueDate": "2019-08-24",
  • "markupAccountID": 0,
  • "markupPercentage": 0,
  • "paymentDate": "2019-08-24",
  • "refNo": "string",
  • "terms": "string",
  • "vendorID": 0,
  • "workOrderID": 0
}

Response samples

Content type
application/json
{
  • "amount": 0,
  • "billDate": "2019-08-24",
  • "billNumber": 0,
  • "billSplits": [
    ],
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "credit": false,
  • "dueDate": "2019-08-24",
  • "expenseRecoveries": [
    ],
  • "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
}

Create bills in bulk

Creates bills in bulk.

Required permission:
BILLS - Write

Request Body schema: application/json

saveBillDTOs

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Create a credit

Creates a credit.

Required permission:
BILLS - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "billDate": "2019-08-24",
  • "billSplits": [
    ],
  • "comments": "string",
  • "refNo": "string",
  • "vendorID": 0,
  • "workOrderID": 0
}

Response samples

Content type
application/json
{
  • "amount": 0,
  • "billDate": "2019-08-24",
  • "billNumber": 0,
  • "billSplits": [
    ],
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "credit": false,
  • "dueDate": "2019-08-24",
  • "expenseRecoveries": [
    ],
  • "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 a Credit

Update an existing Credit.

Required permission:
BILLS - Write

path Parameters
creditID
required
integer <int64>

Credit ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "billDate": "2019-08-24",
  • "billSplits": [
    ],
  • "comments": "string",
  • "refNo": "string",
  • "vendorID": 0,
  • "workOrderID": 0
}

Response samples

Content type
application/json
{
  • "amount": 0,
  • "billDate": "2019-08-24",
  • "billNumber": 0,
  • "billSplits": [
    ],
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "credit": false,
  • "dueDate": "2019-08-24",
  • "expenseRecoveries": [
    ],
  • "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
}

Create a Bill Payment (BETA)

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 Payment

Required permission:
VENDORS - Write
Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "bills": [
    ],
  • "checkNumber": "string",
  • "memo": "string",
  • "paymentAccountID": 0,
  • "paymentDate": "2019-08-24",
  • "paymentMethod": "Check",
  • "vendorID": 0
}

Response samples

Content type
application/json
{
  • "amount": 0,
  • "bills": [
    ],
  • "checkNumber": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "id": 0,
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "lines": [
    ],
  • "memo": "string",
  • "nameOnCheck": "string",
  • "paymentAccountID": 0,
  • "paymentDate": "2019-08-24",
  • "paymentMethod": "PAYMENT_METHOD_CHECK",
  • "toBePrinted": false,
  • "vendorID": 0
}

Update a Bill Payment (BETA)

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 Payment

Required permission:
VENDORS - Write
path Parameters
billPaymentID
required
integer <int64>

Bill Payment ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "bills": [
    ],
  • "checkNumber": "string",
  • "memo": "string",
  • "paymentAccountID": 0,
  • "paymentDate": "2019-08-24",
  • "paymentMethod": "Check",
  • "vendorID": 0
}

Response samples

Content type
application/json
{
  • "amount": 0,
  • "bills": [
    ],
  • "checkNumber": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "id": 0,
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "lines": [
    ],
  • "memo": "string",
  • "nameOnCheck": "string",
  • "paymentAccountID": 0,
  • "paymentDate": "2019-08-24",
  • "paymentMethod": "PAYMENT_METHOD_CHECK",
  • "toBePrinted": false,
  • "vendorID": 0
}

Retrieve all bill payments

Retrieves a list of bill payments.

Required permission:
BILLS - Read

Sortable by: createddate, vendorid, lastmodifieddatetime, paymentdate, checknumber, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create bill payments in bulk (BETA)

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.

Required permission:
VENDORS - Write
Request Body schema: application/json

saveBillPaymentDTOS

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a bill payment

Retrieves a specific bill payment.

Required permission:
BILLS - Read

path Parameters
billPaymentID
required
integer <int64>

Bill Payment ID

Responses

Response samples

Content type
application/json
{
  • "amount": 0,
  • "bills": [
    ],
  • "checkNumber": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "id": 0,
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "lines": [
    ],
  • "memo": "string",
  • "nameOnCheck": "string",
  • "paymentAccountID": 0,
  • "paymentDate": "2019-08-24",
  • "paymentMethod": "PAYMENT_METHOD_CHECK",
  • "toBePrinted": false,
  • "vendorID": 0
}

Retrieve all Vendor checks (BETA)

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.

Required permission:
VENDORS - Read

Sortable by: postdate, createddate, vendorid, lastmodifieddatetime, id
query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a Vendor check (BETA)

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.

Required permission:
VENDORS - Write
Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "checkDate": "2019-08-24",
  • "checkSplits": [
    ],
  • "comments": "string",
  • "destinationAccountID": 0,
  • "refNo": "string",
  • "toBePrinted": false,
  • "vendorID": 0
}

Response samples

Content type
application/json
{
  • "amount": 0,
  • "checkSplits": [
    ],
  • "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
}

Update a Vendor check (BETA)

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.

Required permission:
VENDORS - Write
path Parameters
vendorCheckID
required
integer <int64>

Vendor Check ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "checkDate": "2019-08-24",
  • "checkSplits": [
    ],
  • "comments": "string",
  • "destinationAccountID": 0,
  • "refNo": "string",
  • "toBePrinted": false,
  • "vendorID": 0
}

Response samples

Content type
application/json
{
  • "amount": 0,
  • "checkSplits": [
    ],
  • "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
}

Retrieve a bill

Retrieves a specific bill.

Required permission:
BILLS - Read

path Parameters
billID
required
integer <int64>

Bill ID

Responses

Response samples

Content type
application/json
{
  • "amount": 0,
  • "billDate": "2019-08-24",
  • "billNumber": 0,
  • "billSplits": [
    ],
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "credit": false,
  • "dueDate": "2019-08-24",
  • "expenseRecoveries": [
    ],
  • "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
}

Delete a Bill (BETA)

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.

Required permission:
BILLS - Delete
path Parameters
billID
required
integer <int64>

Bill ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Update a Bill

Update an existing bill.

Required permission:
BILLS - Write

path Parameters
billId
required
integer <int64>

Bill ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "billDate": "2019-08-24",
  • "billNumber": 0,
  • "billSplits": [
    ],
  • "comments": "string",
  • "dueDate": "2019-08-24",
  • "markupAccountID": 0,
  • "markupPercentage": 0,
  • "paymentDate": "2019-08-24",
  • "refNo": "string",
  • "terms": "string",
  • "vendorID": 0,
  • "workOrderID": 0
}

Response samples

Content type
application/json
{
  • "amount": 0,
  • "billDate": "2019-08-24",
  • "billNumber": 0,
  • "billSplits": [
    ],
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "credit": false,
  • "dueDate": "2019-08-24",
  • "expenseRecoveries": [
    ],
  • "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
}

Buildings

Resources providing access to buildings.

Retrieve all buildings

Retrieves a list of buildings.

Required permission:
BUILDINGS - Read

Sortable by: createddate, idnumber, name, abbreviation, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a building

Creates a building.

Required permission:
BUILDINGS - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "abbreviation": "string",
  • "address": {
    },
  • "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
}

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "address": {
    },
  • "amenities": [
    ],
  • "applicationFeeRule": "string",
  • "areaUnits": "Sq Ft",
  • "category": "RESIDENTIAL",
  • "countUnit": 0,
  • "county": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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": {
    },
  • "marketing": {
    },
  • "multiUnit": "string",
  • "name": "string",
  • "neighborhood": "string",
  • "numberFloors": 0,
  • "numberOfBathrooms": 0,
  • "numberOfBedrooms": 0,
  • "portfolioID": 0,
  • "propertyManagerList": [
    ],
  • "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
}

Create buildings in bulk

Creates buildings in bulk.

Required permission:
BUILDINGS - Write

Request Body schema: application/json

saveBuildingDTOS

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Update a building custom fields (BETA)

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 fields

Required permission:
BUILDINGS - Write
Request Body schema: application/json

saveCustomFieldDTO

entityId
required
integer <int64>

Unique identifier of an entity custom field associated to.

required
Array of objects

List of Custom fields to update

Responses

Request samples

Content type
application/json
{
  • "entityId": 0,
  • "fieldSetDTOS": [
    ]
}

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve a building

Retrieves a specific building.

Required permission:
BUILDINGS - Read

path Parameters
buildingID
required
integer <int64>

Building ID

query Parameters
includeCustomFields
boolean
Default: true

Include custom fields in the response.

Responses

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "address": {
    },
  • "amenities": [
    ],
  • "applicationFeeRule": "string",
  • "areaUnits": "Sq Ft",
  • "category": "RESIDENTIAL",
  • "countUnit": 0,
  • "county": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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": {
    },
  • "marketing": {
    },
  • "multiUnit": "string",
  • "name": "string",
  • "neighborhood": "string",
  • "numberFloors": 0,
  • "numberOfBathrooms": 0,
  • "numberOfBedrooms": 0,
  • "portfolioID": 0,
  • "propertyManagerList": [
    ],
  • "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
}

Update a building

Updates a building.

Required permission:
BUILDINGS - Write

path Parameters
buildingID
required
integer <int64>

Building ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "abbreviation": "string",
  • "address": {
    },
  • "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
}

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "address": {
    },
  • "amenities": [
    ],
  • "applicationFeeRule": "string",
  • "areaUnits": "Sq Ft",
  • "category": "RESIDENTIAL",
  • "countUnit": 0,
  • "county": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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": {
    },
  • "marketing": {
    },
  • "multiUnit": "string",
  • "name": "string",
  • "neighborhood": "string",
  • "numberFloors": 0,
  • "numberOfBathrooms": 0,
  • "numberOfBedrooms": 0,
  • "portfolioID": 0,
  • "propertyManagerList": [
    ],
  • "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
}

Delete a building (BETA)

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 building.

Required permission:
BUILDINGS - Delete
path Parameters
buildingID
required
integer <int64>

Building ID

Responses

Retrieve all building conversations

Retrieves all the conversations of a building.

Required permission:
BUILDINGS - Read

Sortable by: createddate, lastmodifieddatetime, id

path Parameters
buildingID
required
integer <int64>

Building ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a building conversation

Retrieves a specific building conversation.

Required permission:
BUILDINGS - Read

path Parameters
buildingID
required
integer <int64>

Building ID

conversationID
required
integer <int64>

Conversation ID

Responses

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Delete a building conversation (BETA)

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.

Required permission:
BUILDINGS - Delete
path Parameters
buildingID
required
integer <int64>

Building ID

conversationID
required
integer <int64>

Conversation ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieves all the management fee rules of a building. (BETA)

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.

Required permission:
BUILDINGS - Read
path Parameters
buildingID
required
integer <int64>

Building ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieves all the property managers of a building

Retrieves all the property managers of a building.

Required permission:
BUILDINGS - Read

path Parameters
buildingID
required
integer <int64>

Building ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieves all the notes of a building.

Retrieves all the notes of a building.

Required permission:
BUILDINGS - Read

path Parameters
buildingID
required
integer <int64>

Building ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Contacts

Resources providing access to contacts.

Retrieve all contacts

Retrieves a list of contacts.

Required permission:
CONTACTS - Read

Sortable by: firstname, createddate, lastname, email, type, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a contact

Creates a contact.

Required permission:
CONTACTS - Write

Request Body schema: application/json

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.

email
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.

Responses

Request samples

Content type
application/json
{
  • "address": {
    },
  • "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"
}

Response samples

Content type
application/json
{
  • "address": {
    },
  • "allowESignature": false,
  • "altEmail": "string",
  • "birthDate": "2019-08-24",
  • "category": "string",
  • "comments": "string",
  • "company": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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"
}

Create contacts in bulk

Creates contacts in bulk.

Required permission:
CONTACTS - Write

Request Body schema: application/json

saveContactDTOS

Array ()
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.

email
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all contact categories

Retrieves a list of contact categories.

Required permission:
CONTACTS - Read

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Update a contact custom fields (BETA)

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 fields

Required permission:
CONTACTS - Write
Request Body schema: application/json

saveCustomFieldDTO

entityId
required
integer <int64>

Unique identifier of an entity custom field associated to.

required
Array of objects

List of Custom fields to update

Responses

Request samples

Content type
application/json
{
  • "entityId": 0,
  • "fieldSetDTOS": [
    ]
}

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve a contact

Retrieves a specific contact.

Required permission:
CONTACTS - Read

path Parameters
contactID
required
integer <int64>

Contact ID

query Parameters
includeCustomFields
boolean
Default: true

includeCustomFields

Responses

Response samples

Content type
application/json
{
  • "address": {
    },
  • "allowESignature": false,
  • "altEmail": "string",
  • "birthDate": "2019-08-24",
  • "category": "string",
  • "comments": "string",
  • "company": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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"
}

Update a contact

Updates a contact.

Required permission:
CONTACTS - Write

path Parameters
contactID
required
integer <int64>

Contact ID

Request Body schema: application/json

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.

email
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.

Responses

Request samples

Content type
application/json
{
  • "address": {
    },
  • "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"
}

Response samples

Content type
application/json
{
  • "address": {
    },
  • "allowESignature": false,
  • "altEmail": "string",
  • "birthDate": "2019-08-24",
  • "category": "string",
  • "comments": "string",
  • "company": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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"
}

Delete a contact (BETA)

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.

Required permission:
CONTACTS - Delete
path Parameters
contactID
required
integer <int64>

Contact ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve all contact conversations

Retrieves all the conversations of a contact.

Required permission:
CONTACTS - Read

Sortable by: createddate, lastmodifieddatetime, id

path Parameters
contactID
required
integer <int64>

Contact ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a contact conversation

Retrieves a specific contact conversation.

Required permission:
CONTACTS - Read

path Parameters
contactID
required
integer <int64>

Contact ID

conversationID
required
integer <int64>

Conversation ID

Responses

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Delete a contact conversation (BETA)

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.

Required permission:
CONTACTS - Delete
path Parameters
contactID
required
integer <int64>

Contact ID

conversationID
required
integer <int64>

Conversation ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Custom field definitions

Resources providing access to custom fields definitions.

Retrieve list of custom field definitions.

Retrieve list of custom field definitions.

Required permission:
CUSTOM FIELD - Read

path Parameters
entityType
required
string

Entity type, allowed entity types (Asset, Building, Contact, Lease, Portfolio, Prospect, Unit, Vendor, WorkOrder, ServiceAgreement)

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Documents

Resources providing access to documents.

Retrieve all documents

Retrieves a list of documents associated with a specific entity.

Required permission:
DOCUMENTS - Read

Sortable by: createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

orderby
string

Indicates the field(s) and direction to sort the results in the response.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Upload a document

Upload a document

Required permission:
DOCUMENTS - Write

query Parameters
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.

Request Body schema: application/octet-stream
string <binary>

Responses

Response samples

Content type
application/json
{
  • "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
}

Retrieve a document

Retrieves the metadata of a specific document.

Required permission:
DOCUMENTS - Read

path Parameters
documentId
required
integer <int64>

ID of the document to retrieve

Responses

Response samples

Content type
application/json
{
  • "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
}

Update a document

Updates the metadata of a specific document.

Required permission:
DOCUMENTS - Write

path Parameters
documentId
required
integer <int64>

ID of the document to be updated

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "description": "string",
  • "fileName": "string",
  • "publishToOwnerPortal": false,
  • "publishToTenantPortal": false
}

Response samples

Content type
application/json
{
  • "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
}

Delete a document (BETA)

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.

Required permission:
DOCUMENTS - Delete
path Parameters
documentId
required
integer <int64>

ID of the document to delete

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Download a document

Retrieve a temporary download URL for a specific document.

Required permission:
DOCUMENTS - Read

path Parameters
documentId
required
integer <int64>

ID of the document to download

Responses

Response samples

Content type
No sample

Health check

API health check resources.

Health check

Indicates whether the API is up and running correctly.

Responses

Inspections

Resources providing access to inspections.

Retrieve all inspections

Retrieves a list of inspections.

Required permission:
INSPECTIONS - Read

Sortable by: createddate, number, lastmodifieddatetime, status, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a inspection

Retrieves a specific inspection.

Required permission:
INSPECTIONS - Read

path Parameters
inspectionId
required
integer <int64>

Inspection ID

query Parameters
includeCustomFields
boolean
Default: true

includeCustomFields

Responses

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "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"
}

Leases

Resources providing access to rental property leases.

Retrieve all leases

Retrieves a list of leases.

Required permission:
LEASES - Read

Sortable by: startdate, idnumber, scheduledmoveoutdate, enddate, lastmodifieddatetime, status, moveoutdate, id, moveindate

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 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>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a lease

Creates a new lease.

Required permission:
LEASES - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "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": {
    },
  • "scheduleMoveOutDate": "2019-08-24",
  • "searchTag": "string",
  • "secDepAmount": 0,
  • "secDepChargeDate": "2019-08-24",
  • "signedDate": "2019-08-24",
  • "startDate": "2019-08-24",
  • "status": "string",
  • "tenantIDs": [
    ],
  • "unitID": 0
}

Response samples

Content type
application/json
{
  • "active": false,
  • "addendums": [
    ],
  • "arBalance": 0,
  • "baseRent": 0,
  • "buildingID": 0,
  • "comments": "string",
  • "contacts": [
    ],
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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
}

Retrieve all the adjustments

Retrieves a list of adjustments.

Required permission:
LEASES - Read

Sortable by: leaseid, postdate, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a lease adjustment (BETA)

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.

Required permission:
LEASES - Write
Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "date": "2019-08-24",
  • "leaseID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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"
}

Update a lease adjustment (BETA)

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.

Required permission:
LEASES - Write
path Parameters
adjustmentID
required
integer <int64>

Adjustment ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "date": "2019-08-24",
  • "leaseID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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"
}

Retrieve all lease auto charges (New)

Retrieves all the auto charges of a lease.

Required permission:
LEASES - Read

Sortable by: createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

orderby
string

Indicates the field(s) and direction to sort the results in the response.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create lease auto charges (BETA)

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.

Required permission:
LEASES - Write
Request Body schema: application/json

autoChargeDTOS

required
Array of objects

List of Auto charges.

leaseID
required
integer <int64>

Lease ID.

Responses

Request samples

Content type
application/json
{
  • "charges": [
    ],
  • "leaseID": 0
}

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all the lease charges

Retrieves a list of lease charges.

Required permission:
LEASES - Read

Sortable by: leaseid, postdate, createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a lease charge (BETA)

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.

Required permission:
LEASES - Write
Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "date": "2019-08-24",
  • "glAccountID": 0,
  • "leaseID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "portfolioID": 0,
  • "refNo": "string"
}

Create lease charges in bulk (BETA)

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.

Required permission:
LEASES - Write
Request Body schema: application/json

saveChargeDTOS

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Update a lease charge (BETA)

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.

Required permission:
LEASES - Write
path Parameters
chargeID
required
integer <int64>

Charge ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "date": "2019-08-24",
  • "glAccountID": 0,
  • "leaseID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "portfolioID": 0,
  • "refNo": "string"
}

Delete a lease charge (BETA)

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.

Required permission:
LEASES - Delete
path Parameters
chargeID
required
integer <int64>

Charge ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve all the credit memos

Retrieves a list of credit memos.

Required permission:
LEASES - Read

Sortable by: leaseid, postdate, createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Update a lease custom fields (BETA)

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 fields

Required permission:
LEASES - Write
Request Body schema: application/json

saveCustomFieldDTO

entityId
required
integer <int64>

Unique identifier of an entity custom field associated to.

required
Array of objects

List of Custom fields to update

Responses

Request samples

Content type
application/json
{
  • "entityId": 0,
  • "fieldSetDTOS": [
    ]
}

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve all the lease discounts

Retrieves a list of lease discounts

Required permission:
LEASES - Read

Sortable by: leaseid, postdate, createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a lease discount (BETA)

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.

Required permission:
LEASES - Write
Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "date": "2019-08-24",
  • "discountAccountID": 0,
  • "leaseID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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"
}

Updates a lease Discount (BETA)

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.

Required permission:
LEASES - Write
path Parameters
discountID
required
integer <int64>

Discount ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "date": "2019-08-24",
  • "discountAccountID": 0,
  • "leaseID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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"
}

Retrieve all lease journal entries (New)

Retrieves a list of lease journal entries.

Required permission:
LEASES - Read

Sortable by: postdate, createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
{
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "date": "string",
  • "id": 0,
  • "journalEntrySplitDTOS": [
    ],
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "leaseID": 0,
  • "refNo": "string"
}

Create a lease journal entry (BETA)

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.

Required permission:
LEASES - Write
Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "comments": "string",
  • "date": "2019-08-24",
  • "journalEntrySplitDTOS": [
    ],
  • "leaseID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "date": "string",
  • "id": 0,
  • "journalEntrySplitDTOS": [
    ],
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "leaseID": 0,
  • "refNo": "string"
}

Update a lease journal entry (BETA)

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.

Required permission:
LEASES - Write
path Parameters
journalentryID
required
integer <int64>

Journal Entry ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "comments": "string",
  • "date": "2019-08-24",
  • "journalEntrySplitDTOS": [
    ],
  • "leaseID": 0,
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "date": "string",
  • "id": 0,
  • "journalEntrySplitDTOS": [
    ],
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "leaseID": 0,
  • "refNo": "string"
}

Retrieve all lease journal entries

Retrieves a specific lease journal entries.

Required permission:
LEASES - Read

Sortable by: postdate, createddate, lastmodifieddatetime, id

path Parameters
leaseID
required
integer <int64>

Lease ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
{
  • "comments": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "date": "string",
  • "id": 0,
  • "journalEntrySplitDTOS": [
    ],
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "leaseID": 0,
  • "refNo": "string"
}

Retrieve all the lease payments

Retrieves a list of lease payments.

Required permission:
LEASES - Read

Sortable by: leaseid, postdate, createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a lease payment (BETA)

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.

Required permission:
LEASES - Write
Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "contactID": 0,
  • "date": "2019-08-24",
  • "depositDate": "2019-08-24",
  • "destinationAccountID": 0,
  • "leaseID": 0,
  • "paymentType": "CHECK",
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "paymentType": "CHECK",
  • "portfolioID": 0,
  • "refNo": "string",
  • "status": "string"
}

Update a lease payment (BETA)

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.

Required permission:
LEASES - Write
path Parameters
entityID
required
integer <int64>

Lease Payment ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "contactID": 0,
  • "date": "2019-08-24",
  • "depositDate": "2019-08-24",
  • "destinationAccountID": 0,
  • "leaseID": 0,
  • "paymentType": "CHECK",
  • "refNo": "string"
}

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "paymentType": "CHECK",
  • "portfolioID": 0,
  • "refNo": "string",
  • "status": "string"
}

Retrieve all the tenant refunds

Retrieves a list of tenant refunds.

Required permission:
LEASES - Read

Sortable by: leaseid, postdate, createddate, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a lease refund (BETA)

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.

Required permission:
LEASES - Write
Request Body schema: application/json

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

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "date": "2019-08-24",
  • "destinationAccountID": 0,
  • "glAccountID": 0,
  • "leaseID": 0,
  • "refNo": "string",
  • "toBePrinted": false,
  • "toPrimaryTenant": false
}

Response samples

Content type
application/json
{
  • "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
}

Update a lease refund (BETA)

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.

Required permission:
LEASES - Write
path Parameters
refundID
required
integer <int64>

Refund ID

Request Body schema: application/json

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

Responses

Request samples

Content type
application/json
{
  • "amount": 0,
  • "comments": "string",
  • "date": "2019-08-24",
  • "destinationAccountID": 0,
  • "glAccountID": 0,
  • "leaseID": 0,
  • "refNo": "string",
  • "toBePrinted": false,
  • "toPrimaryTenant": false
}

Response samples

Content type
application/json
{
  • "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
}

Retrieve all lease statuses (BETA)

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 statuses

Required permission:
LEASES - Read

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Delete a lease (BETA)

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 lease

Required permission:
LEASES - Delete
path Parameters
leaseID
required
integer <int64>

Lease ID

Responses

Retrieve all lease conversations

Retrieves all the conversations of a lease.

Required permission:
LEASES - Read

Sortable by: createddate, lastmodifieddatetime, id

path Parameters
leaseID
required
integer <int64>

Lease ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a lease conversation

Creates a specific lease conversation.

Required permission:
LEASES - Write

path Parameters
leaseID
required
integer <int64>

Lease ID

Request Body schema: application/json

saveConversationDTO

text
required
string

Comment text.

type
required
string
Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT"

Conversation type.

Responses

Request samples

Content type
application/json
{
  • "text": "string",
  • "type": "MANAGEMENT_TEAM"
}

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Retrieve a lease conversation

Retrieves a specific lease conversation.

Required permission:
LEASES - Read

path Parameters
conversationID
required
integer <int64>

Conversation ID

leaseID
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Delete a lease conversation (BETA)

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.

Required permission:
LEASES - Delete
path Parameters
conversationID
required
integer <int64>

Conversation ID

leaseID
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Add comment to a lease conversation

Adds comment to a lease conversation.

Required permission:
LEASES - Write

path Parameters
conversationID
required
integer <int64>

Conversation ID

leaseID
required
integer <int64>

Lease ID

Request Body schema: application/json

saveCommentDTO

text
required
string

Comment text.

Responses

Request samples

Content type
application/json
{
  • "text": "string"
}

Response samples

Content type
application/json
{
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "id": 0,
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "text": "string"
}

Retrieve a lease

Retrieves a specific lease.

Required permission:
LEASES - Read

path Parameters
leaseId
required
integer <int64>

Lease ID

query Parameters
includeCustomFields
boolean
Default: true

includeCustomFields

Responses

Response samples

Content type
application/json
{
  • "active": false,
  • "addendums": [
    ],
  • "arBalance": 0,
  • "baseRent": 0,
  • "buildingID": 0,
  • "comments": "string",
  • "contacts": [
    ],
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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
}

Update a lease

Updates an existing lease.

Required permission:
LEASES - Write

path Parameters
leaseId
required
integer <int64>

Lease ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "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": {
    },
  • "scheduleMoveOutDate": "2019-08-24",
  • "searchTag": "string",
  • "secDepAmount": 0,
  • "secDepChargeDate": "2019-08-24",
  • "signedDate": "2019-08-24",
  • "startDate": "2019-08-24",
  • "status": "string",
  • "tenantIDs": [
    ],
  • "unitID": 0
}

Response samples

Content type
application/json
{
  • "active": false,
  • "addendums": [
    ],
  • "arBalance": 0,
  • "baseRent": 0,
  • "buildingID": 0,
  • "comments": "string",
  • "contacts": [
    ],
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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
}

Retrieve all lease auto charges

Retrieves all the auto charges of a lease.

Required permission:
LEASES - Read

path Parameters
leaseId
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all lease auto ePayments (BETA)

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.

Required permission:
LEASES - Read
path Parameters
leaseId
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
{
  • "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"
}

Retrieve all lease auto journal entries (BETA)

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.

Required permission:
LEASES - Read
path Parameters
leaseId
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
{
  • "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"
}

Retrieve all lease contacts

Retrieves all the contacts of a lease.

Required permission:
LEASES - Read

path Parameters
leaseId
required
integer <int64>

Lease ID

query Parameters
includeCustomFields
boolean
Default: false

includeCustomFields

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all lease custom fields

Retrieves all the custom fields of a lease.

Required permission:
LEASES - Read

path Parameters
leaseId
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all lease documents

Retrieves all the documents of a lease.

Required permission:
LEASES - Read

path Parameters
leaseId
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve the lease late fee rule

Retrieves the lease late fee rule.

Required permission:
LEASES - Read

path Parameters
leaseId
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
{
  • "dueDay": 0,
  • "feeType": "string",
  • "id": 0,
  • "minimumDue": 0,
  • "summary": "string"
}

Retrieve all lease notes

Retrieves all the notes of a lease.

Required permission:
LEASES - Read

path Parameters
leaseId
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all lease work orders

Retrieves all the work orders of a lease.

Required permission:
LEASES - Read

path Parameters
leaseId
required
integer <int64>

Lease ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Portfolios

Resources providing access to portfolios.

Retrieve all portfolios

Retrieves a list of portfolios.

Required permission:
PORTFOLIOS - Read

Sortable by: createddate, name, abbreviation, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

orderby
string

Indicates the field(s) and direction to sort the results in the response.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a portfolio

Creates a portfolio.

Required permission:
PORTFOLIOS - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "abbreviation": "string",
  • "cashAccrual": "COMPANY_DEFAULT",
  • "closingDate": "2019-08-24",
  • "defaultBankAccountID": 0,
  • "defaultSecdepAccountID": 0,
  • "doNotPayOwnerDraw": false,
  • "maintenanceSpendingLimit": 0,
  • "maintenanceSpendingLimitTime": "NO_LIMIT",
  • "name": "string",
  • "ownerIds": [
    ],
  • "ownerStatementReportID": 0,
  • "owners": [
    ],
  • "stickyNote": "string",
  • "targetOperatingReserve": 0
}

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "cashAccrual": "COMPANY_DEFAULT",
  • "closingDate": "2019-08-24",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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": [
    ],
  • "stickyNote": "string",
  • "targetOperatingReserve": 0
}

Create Portfolios in bulk

Creates Portfolios in bulk.

Required permission:
PORTFOLIOS - Write

Request Body schema: application/json

savePortfolioDTOS

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Update a portfolio custom fields (BETA)

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 fields

Required permission:
PORTFOLIOS - Write
Request Body schema: application/json

saveCustomFieldDTO

entityId
required
integer <int64>

Unique identifier of an entity custom field associated to.

required
Array of objects

List of Custom fields to update

Responses

Request samples

Content type
application/json
{
  • "entityId": 0,
  • "fieldSetDTOS": [
    ]
}

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve a portfolio

Retrieves a specific portfolio.

Required permission:
PORTFOLIOS - Read

path Parameters
portfolioID
required
integer <int64>

Portfolio ID

query Parameters
includeCustomFields
boolean
Default: true

includeCustomFields

Responses

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "cashAccrual": "COMPANY_DEFAULT",
  • "closingDate": "2019-08-24",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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": [
    ],
  • "stickyNote": "string",
  • "targetOperatingReserve": 0
}

Update a portfolio

Updates an existing portfolio.

Required permission:
PORTFOLIOS - Write

path Parameters
portfolioID
required
integer <int64>

Portfolio ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "abbreviation": "string",
  • "cashAccrual": "COMPANY_DEFAULT",
  • "closingDate": "2019-08-24",
  • "defaultBankAccountID": 0,
  • "defaultSecdepAccountID": 0,
  • "doNotPayOwnerDraw": false,
  • "maintenanceSpendingLimit": 0,
  • "maintenanceSpendingLimitTime": "NO_LIMIT",
  • "name": "string",
  • "ownerIds": [
    ],
  • "ownerStatementReportID": 0,
  • "owners": [
    ],
  • "stickyNote": "string",
  • "targetOperatingReserve": 0
}

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "cashAccrual": "COMPANY_DEFAULT",
  • "closingDate": "2019-08-24",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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": [
    ],
  • "stickyNote": "string",
  • "targetOperatingReserve": 0
}

Retrieve all portfolio conversations

Retrieves all the conversations of a portfolio.

Required permission:
PORTFOLIOS - Read

Sortable by: createddate, lastmodifieddatetime, id

path Parameters
portfolioID
required
integer <int64>

Portfolio ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a portfolio conversation

Retrieves a specific portfolio conversation.

Required permission:
PORTFOLIOS - Read

path Parameters
conversationID
required
integer <int64>

Conversation ID

portfolioID
required
integer <int64>

Portfolio ID

Responses

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Delete a portfolio conversation (BETA)

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.

Required permission:
PORTFOLIOS - Delete
path Parameters
conversationID
required
integer <int64>

Conversation ID

portfolioID
required
integer <int64>

Portfolio ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Prospects

Resources providing access to prospects.

Retrieve all prospects

Retrieves a list of prospects.

Required permission:
PROSPECTS - Read

Sortable by: createddate, type, lastmodifieddatetime, status, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a prospect

Creates a specific prospect.

Required permission:
PROSPECTS - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "buildingID": 0,
  • "comments": "string",
  • "contacts": [
    ],
  • "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"
}

Response samples

Content type
application/json
{
  • "applicationFeePaid": false,
  • "assignedToFullName": "string",
  • "buildingID": 0,
  • "cityDesired": "string",
  • "comments": "string",
  • "contacts": [
    ],
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "currentHomeType": "string",
  • "currentRentMortgage": 0,
  • "customFields": [
    ],
  • "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"
}

Create prospects in bulk

Creates prospects in bulk.

Required permission:
UNITS - Write

Request Body schema: application/json

saveProspectDTOS

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Update a prospect custom fields (BETA)

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 fields

Required permission:
PROSPECTS - Write
Request Body schema: application/json

saveCustomFieldDTO

entityId
required
integer <int64>

Unique identifier of an entity custom field associated to.

required
Array of objects

List of Custom fields to update

Responses

Request samples

Content type
application/json
{
  • "entityId": 0,
  • "fieldSetDTOS": [
    ]
}

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve all prospect statuses

Retrieves a list of all prospect statuses

Required permission:
PROSPECTS - Read

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a prospect

Retrieves a specific prospect.

Required permission:
PROSPECTS - Read

path Parameters
prospectID
required
integer <int64>

Prospect ID

query Parameters
includeCustomFields
boolean
Default: true

includeCustomFields

Responses

Response samples

Content type
application/json
{
  • "applicationFeePaid": false,
  • "assignedToFullName": "string",
  • "buildingID": 0,
  • "cityDesired": "string",
  • "comments": "string",
  • "contacts": [
    ],
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "currentHomeType": "string",
  • "currentRentMortgage": 0,
  • "customFields": [
    ],
  • "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"
}

Retrieve prospect campaign

Retrieves the campaign details of a prospect.

Required permission:
PROSPECTS - Read

path Parameters
prospectID
required
integer <int64>

Prospect ID

Responses

Response samples

Content type
application/json
{
  • "acceptedCallTrackingTerms": false,
  • "callTrackingCampaignID": "string",
  • "callTrackingEnabled": false,
  • "callTrackingForwardTo": "string",
  • "callTrackingForwardToAfterHours": "string",
  • "callTrackingPhoneNumber": "string",
  • "callTrackingReferrer": "string",
  • "callTrackingSearchPhrase": "string",
  • "campaignSource": {
    },
  • "code": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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"
}

Retrieve all prospect conversations

Retrieves all the conversations of a prospect.

Required permission:
PROSPECTS - Read

Sortable by: createddate, lastmodifieddatetime, id

path Parameters
prospectID
required
integer <int64>

Prospect ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a prospect conversation

Creates a specific prospect conversation.

Required permission:
PROSPECTS - Write

path Parameters
prospectID
required
integer <int64>

Prospect ID

Request Body schema: application/json

saveConversationDTO

text
required
string

Comment text.

type
required
string
Enum: "MANAGEMENT_TEAM" "OWNER" "TENANT"

Conversation type.

Responses

Request samples

Content type
application/json
{
  • "text": "string",
  • "type": "MANAGEMENT_TEAM"
}

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Retrieve a prospect conversation

Retrieves a specific prospect conversation.

Required permission:
PROSPECTS - Read

path Parameters
conversationID
required
integer <int64>

Conversation ID

prospectID
required
integer <int64>

Prospect ID

Responses

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Delete a prospect conversation (BETA)

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.

Required permission:
PROSPECTS - Delete
path Parameters
conversationID
required
integer <int64>

Conversation ID

prospectID
required
integer <int64>

Prospect ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Units

Resources providing access to units.

Retrieve all units

Retrieves a list of units.

Required permission:
UNITS - Read

Sortable by: createddate, idnumber, name, abbreviation, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a unit

Creates a unit.

Required permission:
UNITS - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "abbreviation": "string",
  • "address": {
    },
  • "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"
}

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "address": {
    },
  • "amenities": [
    ],
  • "areaUnits": "Sq Ft",
  • "buildingID": 0,
  • "category": "RESIDENTIAL",
  • "county": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "floorNumber": 0,
  • "id": 0,
  • "idNumber": 0,
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "leaseID": 0,
  • "maintenanceNotice": "string",
  • "maintenanceSpendingLimitTime": "NO_LIMIT",
  • "management": {
    },
  • "marketing": {
    },
  • "name": "string",
  • "neighborhood": "string",
  • "numberFloors": 0,
  • "numberOfBathrooms": 0,
  • "numberOfBedrooms": 0,
  • "portfolioID": 0,
  • "propertyManagerList": [
    ],
  • "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
}

Create units in bulk

Creates units in bulk.

Required permission:
BUILDINGS - Write

Request Body schema: application/json

saveUnitDTOS

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Update a unit custom fields (BETA)

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 fields

Required permission:
UNITS - Write
Request Body schema: application/json

saveCustomFieldDTO

entityId
required
integer <int64>

Unique identifier of an entity custom field associated to.

required
Array of objects

List of Custom fields to update

Responses

Request samples

Content type
application/json
{
  • "entityId": 0,
  • "fieldSetDTOS": [
    ]
}

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve a unit

Retrieves a specific unit.

Required permission:
UNITS - Read

path Parameters
unitID
required
integer <int64>

Unit ID

query Parameters
includeCustomFields
boolean
Default: true

includeCustomFields

Responses

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "address": {
    },
  • "amenities": [
    ],
  • "areaUnits": "Sq Ft",
  • "buildingID": 0,
  • "category": "RESIDENTIAL",
  • "county": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "floorNumber": 0,
  • "id": 0,
  • "idNumber": 0,
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "leaseID": 0,
  • "maintenanceNotice": "string",
  • "maintenanceSpendingLimitTime": "NO_LIMIT",
  • "management": {
    },
  • "marketing": {
    },
  • "name": "string",
  • "neighborhood": "string",
  • "numberFloors": 0,
  • "numberOfBathrooms": 0,
  • "numberOfBedrooms": 0,
  • "portfolioID": 0,
  • "propertyManagerList": [
    ],
  • "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 a unit

Update as unit.

Required permission:
UNITS - Write

path Parameters
unitID
required
integer <int64>

Unit ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "abbreviation": "string",
  • "address": {
    },
  • "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"
}

Response samples

Content type
application/json
{
  • "abbreviation": "string",
  • "active": false,
  • "address": {
    },
  • "amenities": [
    ],
  • "areaUnits": "Sq Ft",
  • "buildingID": 0,
  • "category": "RESIDENTIAL",
  • "county": "string",
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "floorNumber": 0,
  • "id": 0,
  • "idNumber": 0,
  • "lastModifiedBy": "string",
  • "lastModifiedDateTime": "2019-08-24T14:15:22Z",
  • "leaseID": 0,
  • "maintenanceNotice": "string",
  • "maintenanceSpendingLimitTime": "NO_LIMIT",
  • "management": {
    },
  • "marketing": {
    },
  • "name": "string",
  • "neighborhood": "string",
  • "numberFloors": 0,
  • "numberOfBathrooms": 0,
  • "numberOfBedrooms": 0,
  • "portfolioID": 0,
  • "propertyManagerList": [
    ],
  • "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
}

Delete a unit (BETA)

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.

Required permission:
UNITS - Delete
path Parameters
unitID
required
integer <int64>

Unit ID

Responses

Retrieve all unit conversations

Retrieves all the conversations of a unit.

Required permission:
UNITS - Read

Sortable by: createddate, lastmodifieddatetime, id

path Parameters
unitID
required
integer <int64>

Unit ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a unit conversation

Retrieves a specific unit conversation.

Required permission:
UNITS - Read

path Parameters
conversationID
required
integer <int64>

Conversation ID

unitID
required
integer <int64>

Unit ID

Responses

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Delete a unit conversation (BETA)

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.

Required permission:
UNITS - Delete
path Parameters
conversationID
required
integer <int64>

Conversation ID

unitID
required
integer <int64>

Unit ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve all unit custom fields

Retrieves all the custom fields of a unit.

Required permission:
UNITS - Read

path Parameters
unitID
required
integer <int64>

Unit ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Vendors

Resources providing access to vendors.

Retrieve all vendors

Retrieves a list of vendors.

Required permission:
VENDORS - Read

Sortable by: createddate, vendortype, lastmodifieddatetime, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a vendor

Creates a vendor.

Required permission:
VENDORS - Write

Request Body schema: application/json

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>, , , <Suppliers - Carpets>, <Suppliers - Electrical>, <Suppliers - General>, <Suppliers - Lighting>, <Suppliers - Lumber>, <Suppliers - Plumbing>, <Suppliers - Security>, <Suppliers - Stone>, <Suppliers - Tiling>, <Suppliers - Windows>, <Utilities - Communications>, <Utilities - Gas & Electric>, <Utilities - Waste Management>, <Utilities - Water>

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

email
string

EMail

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

Responses

Request samples

Content type
application/json
{
  • "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"
}

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "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"
}

Create Vendors in bulk

Creates Vendors in bulk.

Required permission:
VENDORS - Write

Request Body schema: application/json

saveVendorDTOS

Array ()
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>, , , <Suppliers - Carpets>, <Suppliers - Electrical>, <Suppliers - General>, <Suppliers - Lighting>, <Suppliers - Lumber>, <Suppliers - Plumbing>, <Suppliers - Security>, <Suppliers - Stone>, <Suppliers - Tiling>, <Suppliers - Windows>, <Utilities - Communications>, <Utilities - Gas & Electric>, <Utilities - Waste Management>, <Utilities - Water>

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

email
string

EMail

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

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Update a vendor custom fields (BETA)

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 fields

Required permission:
VENDORS - Write
Request Body schema: application/json

saveCustomFieldDTO

entityId
required
integer <int64>

Unique identifier of an entity custom field associated to.

required
Array of objects

List of Custom fields to update

Responses

Request samples

Content type
application/json
{
  • "entityId": 0,
  • "fieldSetDTOS": [
    ]
}

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve a vendor

Retrieves a specific vendor.

Required permission:
VENDORS - Read

path Parameters
vendorID
required
integer <int64>

Vendor ID

query Parameters
includeCustomFields
boolean
Default: true

includeCustomFields

Responses

Response samples

Content type
application/json
{
  • "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": [
    ],
  • "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"
}

Retrieve vendor GL account

Retrieves the default general ledger account of a vendor.

Required permission:
VENDORS - Read

path Parameters
vendorID
required
integer <int64>

Vendor ID

Responses

Response samples

Content type
application/json
{
  • "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
}

Retrieve all vendor conversations

Retrieves all the conversations of a vendor.

Required permission:
VENDORS - Read

Sortable by: createddate, lastmodifieddatetime, id

path Parameters
vendorID
required
integer <int64>

Vendor ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve a vendor conversation

Retrieves a specific vendor conversation.

Required permission:
VENDORS - Read

path Parameters
conversationID
required
integer <int64>

Conversation ID

vendorID
required
integer <int64>

Vendor ID

Responses

Response samples

Content type
application/json
{
  • "comments": [
    ],
  • "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"
}

Work orders

Resources providing access to work orders.

Retrieve all work orders

Retrieves a list of work orders.

Required permission:
WORK ORDERS - Read

Sortable by: createddate, number, type, lastmodifieddatetime, status, id

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

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.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a work order

Creates a work order.

Required permission:
WORK ORDERS - Write

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "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": [
    ]
}

Response samples

Content type
application/json
{
  • "age": 0,
  • "approved": false,
  • "approvedDate": "2019-08-24",
  • "assignedVendors": [
    ],
  • "authorizedToEnter": "NO",
  • "buildingID": 0,
  • "category": "string",
  • "completedDate": "2019-08-24",
  • "contractNumber": "string",
  • "costEstimate": 0,
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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"
}

Create work orders in bulk

Creates word orders in bulk.

Required permission:
WORK ORDERS - Write

Request Body schema: application/json

saveWorkOrderDTOS

Array ()
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.

Responses

Request samples

Content type
application/json
[
  • {
    }
]

Response samples

Content type
application/json
[
  • {
    }
]

Update a workorder custom fields (BETA)

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 fields

Required permission:
WORK ORDERS - Write
Request Body schema: application/json

saveCustomFieldDTO

entityId
required
integer <int64>

Unique identifier of an entity custom field associated to.

required
Array of objects

List of Custom fields to update

Responses

Request samples

Content type
application/json
{
  • "entityId": 0,
  • "fieldSetDTOS": [
    ]
}

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Delete a Work Order (BETA)

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.

Required permission:
WORK ORDERS - Delete
path Parameters
workOrderID
required
integer <int64>

Work Order ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve a work order task

Retrieves a specific work order task.

Required permission:
WORK ORDERS - Read

path Parameters
taskID
required
integer <int64>

Task ID

workOrderID
required
integer <int64>

Work Order ID

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Delete a work order task (BETA)

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.

Required permission:
WORK ORDERS - Delete
path Parameters
taskID
required
integer <int64>

Task ID

workOrderID
required
integer <int64>

Work Order ID

Responses

Response samples

Content type
application/json
{
  • "body": { },
  • "statusCode": "100"
}

Retrieve a work order

Retrieves a specific work order.

Required permission:
WORK ORDERS - Read

path Parameters
workOrderId
required
integer <int64>

Work Order ID

query Parameters
includeCustomFields
boolean
Default: true

includeCustomFields

Responses

Response samples

Content type
application/json
{
  • "age": 0,
  • "approved": false,
  • "approvedDate": "2019-08-24",
  • "assignedVendors": [
    ],
  • "authorizedToEnter": "NO",
  • "buildingID": 0,
  • "category": "string",
  • "completedDate": "2019-08-24",
  • "contractNumber": "string",
  • "costEstimate": 0,
  • "createdBy": "string",
  • "createdDateTime": "2019-08-24T14:15:22Z",
  • "customFields": [
    ],
  • "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"
}

Retrieve all work order tasks

Retrieves a list of work order tasks.

Required permission:
WORK ORDERS - Read

Sortable by: createddate, lastmodifieddatetime, id

path Parameters
workOrderId
required
integer <int64>

Work Order ID

query Parameters
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

limit indicates the maximum number of results to be returned in the response. limit can range between 1 and 500 and the default is 100.

offset
integer <int32>

offset indicates the position of the first record to return. The offset is zero-based and the default is 0.

orderby
string

Indicates the field(s) and direction to sort the results in the response.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a task to workOrder

Create a task to an workOrder.

Required permission:
WORK ORDERS - Write

path Parameters
workOrderId
required
integer <int64>

Work Order ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "completed": false,
  • "delegates": "string",
  • "description": "string",
  • "dueDate": "2019-08-24",
  • "isPrivate": false,
  • "starred": false,
  • "tags": "string"
}

Response samples

Content type
application/json
{
  • "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 a task in workOrder

Update an existing workOrder task.

Required permission:
WORK ORDERS - Write

path Parameters
taskId
required
integer <int64>

Task ID

workOrderId
required
integer <int64>

Work Order ID

Request Body schema: application/json

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.

Responses

Request samples

Content type
application/json
{
  • "completed": false,
  • "delegates": "string",
  • "description": "string",
  • "dueDate": "2019-08-24",
  • "isPrivate": false,
  • "starred": false,
  • "tags": "string"
}

Response samples

Content type
application/json
{
  • "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"
}