Introduction

In the Sage Sales Management RESTful API, the following entities are supported:

Entity	Description	Base URL
Companies	Used to interact with companies	/companies
Contacts	Used to work with contacts	/contacts
Activities	Used for activities	/activities
Documents for Activities	Used to work with documents related to activities	/activities/[activityld]/documents
Opportunities	Used for opportunities	/opportunities
Products	Used for products	/products
List of Values	Used to get list of values for entities	/values
Internal Ids	Used to get the FM id of an entity by your system id (external id)	/internalids
Users	Used to obtain users	/users
Calendars	Used to obtain calendars	/calendars
Views	Used for views filters	/views
Sales order	Used for sales order	/salesorder
Sales order line	Used for sales order line	/salesorderline

In the seccions describing each entity, the following nomenclature will be used:

Mandatory: Y/N -> The field is not optional, must be informed when performing POST/PUT calls.
Read-only: Y/N -> The field is returned by the API, but if informed on a POST/PUT method, the call is silently discarded.
Important: Y/N ->The field is available on the Search by important fields. See section Search by important fields for more information.

Extra Fields

Every entity in the Sage Sales Management System can have extra fields, they are customer self-maintained fields included in the entity.

In the majority of cases, extra fields are treated as regular entity fields in text format. These types of fields can be recognized because they start with the prefix “z_” (without quotes).

For example: z_internal_currency, z_text_special, z_datetime are all valid extra fields.

The following json is an example of a Company with extra fields, you will notice a number of n extra fields at the end of the entity.

{

"id": "3400",

"name": "Test Company 2",

"address_1": "Company address 5",

"address_2": "Company address 6",

...

"z_extrafield_1": "Value extrafield 1",

"z_extrafield_2": "Value extrafield 2",

...

"z_extrafield_n": "Value extrafield n"

}

Extra fields can be operated as standard fields and always should be Strings (quotes).

Companies

Supported methods: CREATE, READ, UPDATE and DELETE.

The next table shows the company resource definition:

Field	Description	Mandatory	Read-only	Important
id	Unique identifier for the account (incremented on creation)		X
name	Name of the account	X		X
vat_number	Value Added Tax identification number of the account			X
ext_id	External id of the account from third party system (ERP, CRM, Accounting System)			X
address_1	Address line 1			X
address_2	Address line 2
postcode	A Postcode			X
province_name	Province name			X
city_name	City name			X
country_id	ID of the country for this account			X
phone	Phone number
phone_2	Other phone number
mobile_phone	Mobile phone number
fax	Fax number
email	Email address
website	Website URL
comment	Comments
permission_level	Permission level set from 1 to 5, 5 being the highest level of permission
visible_to_all	If yes, account is visible to everyone regardless of the level of permission
geocode_latitude	Geocode address for latitude coordinate
geocode_longitude	Geocode address for longitude coordinate
geocoded	If yes, account has geocode recorded (geocode_latitude, geocode_longitude). It’s calculated automatically by the system.		X
geolocalisation_accuracy	Accuracy radius based on information about cell towers and WiFi nodes that the mobile client can detect
account_type_id	ID of the type of account	X
account_status_id	ID of the status of account
branch_id	ID of the branch this account is assigned to
segment_id	ID of the segment this account is assigned to
sales_rep_id	ID of the owner sales representative responsible for this account
sales_rep_2_id	ID of a sales representative responsible for this account
sales_rep_3_id	ID of a sales representative responsible for this account
sales_rep_4_id	ID of a sales representative responsible for this account
sales_rep_5_id	ID of a sales representative responsible for this account
deleted_by	ID of the user who deleted the account		X
created_by	ID of the user who created the account		X
modified_by	ID of the user who modified the account		X
created_date	Date of creation of the account		X
modified_date	Date of the last modification of the account or Creation date if the record has not been modified yet		X
deleted_date	Date of deletion of the account		X
deleted	If yes, the account has been deleted (archived)		X
product_rate_id	ID of the default product's rate for company

Contacts

Supported methods: CREATE, READ, UPDATE and DELETE.

The next table shows the contact resource definition:

Field	Description	Mandatory	Read-only	Important
id	Unique identifier for the contact (incremented on creation)		X
gender	Gender of the contact (Man, Woman)	X
first_name	First Name of the contact	X		X
last_name	Last Name of the contact	X		X
address	Address line1 of the contact
postcode	Postcode of the contact			X
province_name	Province name of the contact			X
city_name	City name of the contact			X
country_id	ID of the country this contact is assigned to
mobile_phone	Mobile phone of the contact
landline_phone_number	Landline phone number of the contact
fax	Fax number of the contact
email	Email address of the contact	X		X
email_2	2nd Email address of the contact		X
email_3	3rd Email address of the contact		X
skype_id	Skype id of the contact
linkedin_web_address	LinkedIn web address of the contact
comment	Comments for the contact
permission_level	Permission level set from 1 to 5, 5 being the highest level of permission		X
sales_rep_id	ID of the Sales Rep user this contact is assigned to
account_id	ID of the account this contact is assigned to	X		X
contact_type_id	ID of the contact type for the contact
ext_id	External id of the contact from third party system (ERP, CRM, Your System)			X
deleted_by	ID of the user who deleted the contact		X
created_by	ID of the user who created the contact		X
modified_by	ID of the user who modified the contact		X
created_date	Date of creation of the contact		X
modified_date	Date of the last modification of the account		X
deleted_date	Date of deletion of the contact		X
deleted	If yes, the contact has been deleted (archived)		X

Activities

Supported methods: CREATE, READ, UPDATE and DELETE..

The next table shows the activity resource definition:

Field	Description	Mandatory	Read-only	Important
id	Unique identifier for the contact (incremented on creation)		X
comment	Comments for the activity
activity_date_time	Date and time of the activity	X
is_checkin	Yes if this is a check-in activity		X
checkin_type	Only relevant if is_checkin = True. Options are: Standard Checkin, Opportunity and FastCheckin
checkout_date_time	Check-out date and time of the activity, only used for check-out activity
geocode_latitude	Latitude of the activity only used for check-ins activity
geocode_longitude	Longitude of the activity only used for check-ins activity
geocoded	Yes if geocode exists for activity, only used for check-ins activity		X
geocode_accuracy	Geocode accuracy of the activity only used for check-ins activity
permission_level	Permission level set from 1 to 5, 5 being the highest level of permission
sales_rep_id	ID of the Sales Rep user this activity has been created for	X		X
contact_id	ID of the Contact this activity is assigned to			X
account_id	ID of the account this activity is assigned to	X		X
opportunity_id	ID of the opportunity this activity is assigned to			X
activity_type_id	ID of the activity type assigned to this activity. See [tblTiposGestion] for values	X
ext_id	External id of the activity from third party system (ERP,CRM,Accouting System)			X
deleted_by	ID of the user who deleted the activity		X
created_by	ID of the user who created the activity		X
modified_by	ID of the user who modified the activity		X
created_date	Date of creation of the contact		X
modified_date	Date of the last modification of the activity		X
deleted_date	Date of deletion of the activity		X
deleted	If yes, the activity has been deleted (archived)		X

Documents for Activities

Supported methods: READ and DELETE.

The next table shows the documents for activities resource definition. As it’s only for read and delete, the mandatory, read-only and important properties are not required.

Field	Description
Id	Unique identifier for the document
name	The name the document ( on the file system)
url	The url to download the document

This object will return the url of the document, the idea is to perform a second GET request to this endpoint to download the file, it will have an expiration time larger than 4 hours. Sometimes documents are zippedfor efficiency reasons.

Opportunities

Supported methods: CREATE, READ, UPDATE and DELETE.

The next table shows the opportunity resource definition:

Field	Description	Mandatory	Read-only	Important
id	Unique identifier for the opportunity (incremented on creation)		X
topic	Topic of the opportunity	X		X
comments	Comments for the opportunity
amount	Amount of the opportunity
probability	Probability of the opportunity	X
won_date	Date of which the opportunity has been won		X
lost_date	Date of which the opportunity has been lost		X
closing_date_expected	Date of which the opportunity is expected to be closed
closed_date	Date of which the opportunity has been closed
geolocalisation_accuracy	Accuracy radius based on information about cell towers and WiFi nodes that the mobile client can detect
geocoded	If yes, opportunity has geocode recorded (geocode_latitude, geocode_longitude)		X
geocode_longitude	Geocode address for latitude coordinate
geocode_latitude	Geocode address for longitude coordinate
address	Address line 1 of the opportunity
address_2	Address line 2 of the opportunity
postcode	Postcode of the opportunity			X
province_name	Province name of the opportunity			X
city_name	City name of the opportunity			X
country_id	ID of the country of the opportunity			X
permission_level	Permission level set from 1 to 5, 5 being the highest level of permission
status_id	ID of the status of the opportunity	X		X
sales_rep_id	ID of the Sales Rep the opportunity is assigned to	X
account_id_1	ID of a related account of the opportunity - Specific for construction industry	X		X
account_id_2	ID of a related account of the opportunity - Specific for construction industry
account_id_3	ID of a related account of the opportunity - Specific for construction industry
branch_id	ID of the branch the opportunity is assigned to
ext_id	External id of the opportunity from third party system (ERP, CRM, Accounting System, etc…)			X
deleted_by	ID of the user who deleted the opportunity		X
created_by	ID of the user who created the opportunity		X
modified_by	ID of the user who modified the opportunity		X
created_date	Date of creation of the opportunity		X
modified_date	Date of the last modification of the opportunity		X
deleted_date	Date of deletion of the opportunity		X
deleted	If yes, the opportunity has been deleted (archived)		X
currency_id	ID of the currency of the amount

Products

Supported methods: CREATE, READ, UPDATE and DELETE.

The next table shows the product resource definition:

Field	Description	Mandatory	Read-only	Important
id	Unique identifier for the product (incremented on creation)		X
model	Name of the product	X		X
description	A comment for the product			X
price	Selling price for the product	X
category_id	Id for the category of the product	X		X
cost	Manufacturing cost
not_available	If yes, the product is not available, otherwise it is accessible
family_id	Id for the family of the product			X
max_discount	Maximum possible discount (%) over the product's price
permission_level	Permission level set from 1 to 5, 5 being the highest level of permission
ext_id	External id of the product from third party system (ERP, CRM, Accounting System)			X
read_only	If yes, the product is read-only, otherwise it is not		X
deleted	If yes, the product has been deleted (archived)		X
deleted_date	Date of deletion of the product		X
deleted_by	ID of the user who deleted the product		X
created_date	Date of creation of the product		X
created_by	ID of the user who created the product		X
modified_date	Date of the last modification of the product		X
modified_by	ID of the user who modified the product		X

List of Values

Supported methods: CREATE, READ, UPDATE, and DELETE..

List of values are dynamic, which means they don’t have a standard definition format as others do. Depending on specific parameters informed on the calls, results would vary on each one, and therefore cannot be summarized.

For more information regarding reading data for this resource, you could address the topic: Search List of Values.

For more information regarding inserting/updating/deleting data for this resource, you could address the topic: Performing operations on Lists of Values

Internal Ids

Supported methods: READ

The next table shows the internal ids resource definition. As it’s only for read, the mandatory, read-only and important properties are not required:

Field	Description
type	Which entity type should be used for searching, allowed values are: • Company • User • Offer • Product • Contact • Activity • Schedule
Id	The entity’s internal id

Users

Supported methods: READ.

The next table shows the user resource definition. As it’s only for read, the mandatory and read-only properties are not required.

Field	Description	Important
Id	Unique identifier for the user
branch_id	ID of the branch the user is assigned to	X
branch_name	Name of the branch
email	Email of the user	X
enabled	The user is enabled: true/false
first_name	User’s first name	X
last_name	User’s last name	X
last_geocode_accuracy_meters	Last accuracy radius in meters based on information about cell towers an WiFi nodes that the mobile client can detect
last_geocode_date	The date when the last geocode address was saved
last_geocode_latitude	Last available geocode address for latitude coordinate
last_geocode_longitude	Last available geocode address for longitude coordinate
mobile_phone	The user’s cellphone number
permission_level	Permission level set from 1 to 5, 5 being the highest level of permission
responsible_user_id	The id of the user manager/responsible
user_type_id	The id for the user type	X
user_type_description	The user type description
ext_id	Externalid id of the user from third party system (ERP, CRM, Accounting System)	X
deleted	If yes, the user has been deleted (archived)
deleted_date	Date of deletion of the user
deleted_by	ID of the user who deleted the record
created_date	Date of creation of the user
created_by	ID of the user who created the user
modified_date	Date of the last modification of the user
modified_by	ID of the user who modified the user

Calendars

Supported methods: CREATE, READ, UPDATE, and DELETE.

The nex table shows the calendar resource definition:

Field	Description	Mandatory	Read-only	Important
account_id	Id for the account associated to this calendar			X
account_name	Name of the account associated to this calendar		X
activity_type_id	Id of the activity type related to the calendar	X		X
activity_type_name	Description if activity type related to the calendar		X
all_day	The calendar is for the whole day: true/false		X
branch_id	Id of the branch the calendar is assigned to
brach_name	Name of the branch the calendar is linked to		X
comments	comments for the calendar		X
completed	the task was completed?:true/false
contact_id	The id of the contact associated to the calendar			X
contact_name	The full name of the contact associated to the calendar		X
created_by	ID of the user who created the calendar		X
created_date	Date of creation of the calendar		X
deleted	If true the calendar has been deleted (archived)		X
deleted_by	Id of the user who deleted the record		X
deleted_date	Date of deletion of the calendar		X
end_date	Ending full date of the calendar	X
ext_id	External id of the calendar from third party system ( ERP, CRM, Accounting System)			X
id	Unique identifier for the calendar
modified_by	Id of the user who modified the calendar		X
modified_date	Date of the last modification of the calendar		X
notification_minutes	The minutes before start_date to raise an alert
opportunity_id	Id of the opportunity the calendars is linked to			X
opportunity_reference	Reference of the opportunity the calendars is linked to		X
owner_id	Id of the owner for the calendar	X		X
owner_name	Full name of the owner for the calendar		X
permission_level	Permission level set from 1 to 5, 5 being the highest level of permission
read_only	If true, the calendar is read-only, otherwise it is not		X
send_notification	Send a notification: true/false
stard_date	Startinfg full date of the calendar	X
subject	The subject of the calendar	X		X
type	The type of calendar: Task/event	X		X

Views

Supported methods: CREATE, READ, UPDATE, and DELETE.

The table below shows the views resource definition:

Field	Description	Mandatory	Read-only	Important
id	Unique identifier for the view (incremented on creation)		X
name	Name of the view	X		X
entity	Entity where the view filter was applied	X		X
is_public	The view is visible to all users
is_active	Activate or deactivate a view
startdate	Date the view filter was made visible
enddate	Date until when the view filter will be visible
deleted	If yes, the view has been deleted (archived)		X
deleted_date	View has been deleted (or archived)		X
deleted_by	ID of the user who deleted the view		X
created_date	Creation date of the view		X
created_by	ID of the user who created the view		X
modified_date	Date the view was last modified		X
modified_by	ID of the user who modified the view		X
filter	The filter for the view
users	List of users who can see this view filter if set as a non-public view

Sales orders

Supported methods: CREATE, READ, UPDATE, and DELETE.

The next table shows the company resource definition:

Field	Description	Mandatory	Read-only	Important
id	Unique identifier for the sales order (incremented on creation)		X	X
topic	Topic of the sales order	X		X
comments	Comments of the sales order			X
account_id	Account identifier linked to the sales order			X
address	Address line			X
contact_id	Contact identifier linked to the sales order			X
status_id	Status identifier linked to the sales order			X
rate_id	Rate identifier linked to the sales order			X
discount_1	1st discount			X
discount_2	2nd discount			X
discount_3	3rd discount			X
discount_4	4th discount			X
deleted_by	ID of the user who deleted the account			X
created_by	ID of the user who created the account			X
modified_by	ID of the user who modified the account			X
created_date	Date of creation of the account			X
modified_date	Date of the last modification of the account or Creation date if the record has not been modified yet			X
deleted_date	Date of deletion of the account			X
deleted	If yes, the sales order has been deleted			X
sales_rep_id	Identifier of the REP sales			X
closing_date_expected	Expected closing date			X
closed_date	Closing date			X
amount	Amount			X
archived	If yes, the sales order has been archived			X
year	Current year of the sales order		X	X
number	Number		X	X
opportunity_id	Opportunity identifier linked to the sales order			X
currency_id	Currency identifier linked to the sales order			X
ext_id	External identifier linked to the sales order			X
branch_id	Branch identifier linked to the sales order			X

Sales orders lines

Supported methods: CREATE, READ, UPDATE, and DELETE.

The next table shows the company resource definition:

Field	Description	Mandatory	Read-only	Important
product_id	Identifier of the product linked to the sales order line			X
salesorder_id	Identifier of the sales order linked to the sales order line	X		X
quantity	Quantity of the sales order line			X
price	Price of the sales order line			X
discount_1	1st discount			X
discount_2	2nd discount			X
discount_3	3rd discount			X
discount_4	4th discount			X
final_price	Final price of the sales order line			X