API Documentation

Auto-generated reference for the AmpleoCRM REST API, entities, and fields.

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Authentication

AmpleoCRM uses Keycloak (self-hosted, EU) as the identity provider via OpenID Connect (OIDC).

Web Application (Blazor UI)

The Blazor UI uses cookie-based authentication with OIDC redirect to Keycloak:

User → Blazor App → OIDC Redirect → Keycloak Login → ID Token + Access Token → Cookie
  • Session cookies with 8-hour expiry (sliding)
  • Login: GET /Account/Login - redirects to Keycloak
  • Logout: POST /Account/Logout - signs out of cookie + Keycloak
API Authentication (Token-based)

For programmatic access (e.g., Outlook Add-in, integrations), use the token endpoint:

EndpointMethodDescription
/api/v1/auth/login POST Authenticate with email and password. Returns access token, refresh token, and expiry.
/api/v1/auth/refresh POST Exchange a refresh token for a new access token.
Login Request
POST /api/v1/auth/login
Content-Type: application/json

{
  "email": "user@example.com",
  "password": "your-password"
}
Login Response
{
  "accessToken": "eyJ...",
  "refreshToken": "eyJ...",
  "expiresIn": 300
}
Using the Access Token

Include the access token in the Authorization header for all API requests:

Authorization: Bearer eyJ...
Custom Claims

Keycloak tokens include custom claims used by AmpleoCRM:

ClaimDescription
subKeycloak user ID
ampleo_tenant_idTenant identifier
ampleo_business_unit_idBusiness unit identifier
ampleo_rolesUser roles (comma-separated)
ampleo_team_idsTeam memberships

Authorization & Roles

Role Hierarchy

Roles are hierarchical - higher roles inherit all permissions of lower roles:

User Manager Admin System Admin
RolePermissions
userFull read access to tenant data. Standard CRUD on owned records.
managerUser permissions + metadata/configuration access.
adminManager permissions + user management, settings, data import.
system_adminUnrestricted cross-tenant access. Platform operators only.
Record-Level Security

Entities that implement ownership (IOwnedEntity) enforce record-level access based on permission levels:

LevelAccess Filter
OwnOnly records where OwnerId == currentUserId
TeamRecords owned by current user or team members
BusinessUnitRecords in the same business unit
OrganizationAll records in the tenant (no filter)
Tenant Isolation

All API requests are scoped to the authenticated user's tenant. Tenant isolation is enforced at 4 layers:

  1. DI Context - TenantContext.TenantId set per request
  2. EF Global Filters - automatic WHERE TenantId = @current on all queries
  3. PostgreSQL RLS - Row-Level Security policies at the database level
  4. Integration Tests - cross-tenant access verified by test suite

API Endpoints

All entity operations use a generic REST API. Replace {entityType} with the entity system name (e.g., Company, Contact).

Base URL: /api/v1/{entityType}

MethodEndpointDescription
GET /api/v1/{entityType} List records with filtering, sorting, and pagination
GET /api/v1/{entityType}/{id} Get a single record by ID (UUID)
POST /api/v1/{entityType} Create a new record
PATCH /api/v1/{entityType}/{id} Partial update of an existing record
DELETE /api/v1/{entityType}/{id} Delete a record
Example: Create a Company
POST /api/v1/Company
Authorization: Bearer eyJ...
Content-Type: application/json

{
  "name": "Acme Corp",
  "email": "info@acme.dk",
  "phone": "+45 12345678"
}
Example: List with Query Parameters
GET /api/v1/Company?page=1&pageSize=25&orderBy=name&orderDesc=false&search=acme
Authorization: Bearer eyJ...
Response Format (List)
{
  "data": [ { "id": "...", "name": "...", ... } ],
  "page": 1,
  "pageSize": 25,
  "totalCount": 42
}

Filtering & Pagination

Query Parameters
ParameterTypeDefaultDescription
pageint1Page number (1-based)
pageSizeint25Results per page (max varies per entity)
orderBystring-Field name to sort by (camelCase)
orderDescboolfalseSort descending
searchstring-Quick search across searchable fields
filterstring[]-Column filters: filter=field:op=value
Filter Operators

Filters use the format filter=fieldName:operator=value. Multiple filters can be combined.

OperatorDescriptionExample
eqEqualsfilter=industry:eq=3
neqNot equalsfilter=status:neq=0
containsString containsfilter=name:contains=acme
gtGreater thanfilter=amount:gt=1000
ltLess thanfilter=amount:lt=5000
gteGreater than or equalfilter=amount:gte=1000
lteLess than or equalfilter=amount:lte=5000
nullIs nullfilter=email:null=true
Concurrency Control

Updates use optimistic concurrency via PostgreSQL's xmin system column (exposed as rowVersion). If the record was modified between read and update, the API returns 409 Conflict.

Discovery & Metadata Endpoints

These endpoints allow clients to discover available entities and their schemas dynamically.

MethodEndpointDescription
GET /api/v1/$discovery/entities List all available entities with field counts and extension info
GET /api/v1/$discovery/entities/{entityType} Get field schema for a specific entity (names, types, relationships)
GET /api/v1/$metadata/entities List all entity types with display names and CRUD permissions
GET /api/v1/$metadata/entities/{entityType} Detailed metadata: fields with labels, types, constraints, sections

Audit API

All entity mutations (create, update, delete) are automatically audited. The audit trail is read-only and append-only.

MethodEndpointDescription
GET /api/v1/{entityType}/{id}/history Get audit history for a specific record
GET /api/v1/$audit/recent Get recent activity across all entities for the current tenant

Both endpoints support page and pageSize query parameters.

Entity Reference

All 62 entities and their fields, auto-generated from the metadata registry. Fields marked as system are auto-managed and read-only.

AccountType
Account Type
SettingsC R U D
Field Type Required Details
category Integer CategoryFilterable
name String NameMax length: 200 · Searchable · Filterable
number String NumberMax length: 50 · Searchable · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/AccountType · Max page size: 100
ActionItem
Action Item
SalesC R U D
Field Type Required Details
actionType Option TypeOptions: ActionItemType · Filterable
completedAt DateTime Completed At
createdEntityId Lookup Created Record
createdEntityType String Created Entity TypeMax length: 100
details Text DetailsMax length: 4000
isCompleted Boolean CompletedFilterable
isSelected Boolean SelectedFilterable
meetingNoteId Lookup Meeting Note→ MeetingNote · Filterable
name String ActionMax length: 500 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
sortOrder Integer Sort Order
suggestedAmount Decimal Amount
suggestedCompanyName String CompanyMax length: 200
suggestedDate DateTime Suggested Date
suggestedLineDescription String Line DescriptionMax length: 500
suggestedProductName String ProductMax length: 200
suggestedQuantity Decimal Quantity
suggestedRecipientEmail String Recipient EmailMax length: 500
suggestedSubject String SubjectMax length: 500
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ActionItem · Max page size: 100
Activity
Activity
SalesC R U D
Field Type Required Details
bulkEmailId Lookup Bulk Email→ BulkEmail · Filterable
conversationId String Conversation IDMax length: 500
description Html DescriptionMax length: 4000
duration Duration DurationFilterable
exchangeMessageId String Exchange Message IDMax length: 500
exchangeMessageIdRest String Exchange REST IDMax length: 500
internetMessageId String Internet Message IDMax length: 500 · Searchable
meetingNoteId Lookup Meeting Note→ MeetingNote
ownerId PolymorphicLookup OwnerFilterable
priority Option PriorityOptions: ActivityPriority · Filterable
regardingId PolymorphicLookup RegardingFilterable
scheduledEnd DateTime EndFilterable
scheduledStart DateTime StartFilterable
status Option StatusOptions: ActivityStatus · Filterable
subject String SubjectMax length: 500 · Searchable · Filterable
type Option TypeOptions: ActivityType · Filterable
clickCountsystem Integer Clicks
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
firstClickedAtsystem DateTime First Clicked
firstOpenedAtsystem DateTime First Opened
idsystem Lookup IDRead-only via API
openCountsystem Integer Opens
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
regardingTypesystem String Regarding TypeMax length: 100
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
trackingTokensystem String Tracking Token
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Activity · Max page size: 100
ActivityParticipant
Activity Participant
C R U D
Field Type Required Details
activityId Lookup Activity→ Activity
contactId Lookup Contact→ Contact
participationTypeMask Option RoleOptions: ParticipationTypeMask
userId Lookup User→ User
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerIdsystem PolymorphicLookup Owner
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ActivityParticipant · Max page size: 100
Asset
Asset
ServiceFieldServiceC R U D
Field Type Required Details
assetType Option TypeOptions: AssetType · Filterable
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
installedDate Date InstalledFilterable
locationId Lookup Location→ Location · Filterable
model String ModelMax length: 200 · Filterable
name String NameMax length: 200 · Searchable · Filterable
notes Text NotesMax length: 4000
ownerId PolymorphicLookup OwnerFilterable
serialNumber String Serial NumberMax length: 100 · Searchable · Filterable
status Option StatusOptions: AssetStatus · Filterable
warrantyEnd Date Warranty EndFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Asset · Max page size: 100
Budget
Budget
ProjectManagementC R U D
Field Type Required Details
accountTypeId Lookup Account Type→ AccountType · Filterable
amount Decimal Amount
budgetTemplateId Lookup Budget Template→ BudgetTemplate · Filterable
lineType Option Line TypeOptions: BudgetLineType · Filterable
name String NameMax length: 200 · Searchable · Filterable
regardingId PolymorphicLookup RegardingFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
regardingTypesystem String Regarding TypeMax length: 100
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Budget · Max page size: 100
BudgetTemplate
Budget Template
ProjectManagementC R U D
Field Type Required Details
description Text DescriptionMax length: 2000
name String NameMax length: 200 · Searchable · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/BudgetTemplate · Max page size: 100
BulkEmail
Bulk Email
CommunicationC R U D
Field Type Required Details
emailTemplateId Lookup Email Template→ EmailTemplate
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
recipientListId Lookup Recipient List→ RecipientList
scheduledAt DateTime Scheduled At
status Option StatusOptions: BulkEmailStatus · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
failureCountsystem Integer Failed
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
sentAtsystem DateTime Sent At
successCountsystem Integer Sent
tenantIdsystem Lookup TenantRead-only via API
totalRecipientssystem Integer Total Recipients
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/BulkEmail · Max page size: 100
CalculatedField
Calculated Field
SettingsC R U D
Field Type Required Details
decimalPlaces Integer Decimal Places
description Text DescriptionMax length: 2000
entityType String Entity TypeMax length: 100 · Filterable
format Option FormatOptions: CalculatedFieldFormat
isActive Boolean ActiveFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
sortOrder Integer Sort Order
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/CalculatedField · Max page size: 100
CaseRoutingCondition
Routing Condition
ServiceC R U D
Field Type Required Details
caseTypeId Lookup Case Type→ ServiceCaseType · Filterable
companyId Lookup Company→ Company · Filterable
field Option FieldOptions: ConditionField · Filterable
priority Option PriorityOptions: CasePriority
routingRuleId Lookup Routing Rule→ CaseRoutingRule · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/CaseRoutingCondition · Max page size: 100
CaseRoutingRule
Case Routing Rule
ServiceC R U D
Field Type Required Details
assignedToId Lookup Assigned To→ User · Filterable
isActive Boolean ActiveFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
queueId Lookup Queue→ ServiceQueue · Filterable
sortOrder Integer Sort OrderFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/CaseRoutingRule · Max page size: 100
Company
Company
SalesServiceC R U D
Field Type Required Details
accountManagerIdextension Lookup Account Manager→ User
address String AddressMax length: 500
allowEmail Boolean Allow EmailFilterable
allowMail Boolean Allow MailFilterable
allowMarketing Boolean Allow MarketingFilterable
allowPhone Boolean Allow PhoneFilterable
annualRevenue Currency Company Annual RevenueFilterable
city String CityMax length: 100 · Searchable · Filterable
companyStartDate Date Founded
companyType Option TypeOptions: CompanyType · Filterable
country String CountryMax length: 100 · Searchable · Filterable
creditRatingextension Option Credit RatingOptions: CreditRating
customerNumber String Customer NumberMax length: 50 · Searchable · Filterable
customerSinceextension DateTime Customer Since
cvrStatus String Registry StatusMax length: 100
description Text DescriptionMax length: 4000
email String EmailMax length: 320 · Searchable · Filterable
followUpDate DateTime Follow-up DateFilterable
followUpNote String Follow-up NoteMax length: 500
industry Option IndustryOptions: Industry · Filterable
industryCode String Industry CodeMax length: 20
industryName String Industry NameMax length: 500
internalNotesextension Text Internal NotesMax length: 4000
legalOwner String Legal OwnerMax length: 500
municipality String MunicipalityMax length: 200
name String Company NameMax length: 200 · Searchable · Filterable
numberOfEmployees Option Number of EmployeesOptions: NumberOfEmployees · Filterable
ownerId PolymorphicLookup OwnerFilterable
parentCompanyId Lookup Parent Company→ Company · Filterable
permissionUpdatedAt DateTime Permission UpdatedFilterable
phone String PhoneMax length: 50 · Searchable · Filterable
pNumber String P-NumberMax length: 50 · Searchable · Filterable
postalCode String Postal CodeMax length: 20 · Filterable
publicCompanyIdentifier String Public Company IDMax length: 50 · Searchable · Filterable
publicCompanyIdentifierType Option ID TypeOptions: PublicCompanyIdentifierType · Filterable
transactionCurrencyId Lookup Currency→ Currency · Filterable
vatNumberextension String VAT NumberMax length: 50
website String WebsiteMax length: 500 · Filterable
averageDealSizesystem Currency Avg. Deal Size
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
currentFiscalYearRevenuesystem Currency Revenue Current Fiscal Year
idsystem Lookup IDRead-only via API
lastFiscalYearRevenuesystem Currency Revenue Last Fiscal Year
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
totalPipelinesystem Currency Total Pipeline
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Company · Max page size: 100
CompanyFinanceLine
Financial Report
SalesC R U D
Field Type Required Details
assets Currency Total Assets
averageNumberOfEmployees Integer Avg. Employees
cash Currency Cash
companyId Lookup Company→ Company · Filterable
currentAssets Currency Current Assets
employeeBenefitsExpense Currency Employee Benefits
equity Currency Equity
grossProfitLoss Currency Gross Profit
liabilities Currency Total Liabilities
noncurrentAssets Currency Non-current Assets
operatingProfit Currency Operating Profit (EBIT)
periodEnd Date Period EndFilterable
periodStart Date Period StartSearchable · Filterable
profitLoss Currency Net Income
profitLossBeforeTax Currency Profit Before Tax
proposedDividend Currency Proposed Dividend
shorttermLiabilities Currency Short-term Liabilities
shorttermReceivables Currency Short-term Receivables
taxExpense Currency Tax Expense
transactionCurrencyId Lookup Currency→ Currency · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/CompanyFinanceLine · Max page size: 100
CompanyVisitGoal
Visit Goal
SalesC R U D
Field Type Required Details
companyId Lookup Company→ Company · Filterable
fiscalYear Integer Fiscal YearFilterable
note String NoteMax length: 500
ownerId Lookup Owner→ User · Filterable
targetVisits Integer Target Visits
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/CompanyVisitGoal · Max page size: 100
Contact
Contact
SalesServiceC R U D
Field Type Required Details
address String AddressMax length: 500
allowEmail Boolean Allow EmailFilterable
allowMail Boolean Allow MailFilterable
allowMarketing Boolean Allow MarketingFilterable
allowPhone Boolean Allow PhoneFilterable
alternatePhone1 String Alternate Phone 1Max length: 50 · Filterable
alternatePhone2 String Alternate Phone 2Max length: 50 · Filterable
city String CityMax length: 100 · Searchable · Filterable
companyId Lookup Company→ Company · Filterable
consentDateextension DateTime Consent Date
country String CountryMax length: 100 · Filterable
description Text DescriptionMax length: 4000
email String EmailMax length: 320 · Searchable · Filterable
firstName String First NameMax length: 100 · Searchable · Filterable
followUpDate DateTime Follow-up DateFilterable
followUpNote String Follow-up NoteMax length: 500
fullName String Full NameMax length: 200 · Searchable
jobTitle String Job TitleMax length: 200 · Searchable · Filterable
lastName String Last NameMax length: 100 · Searchable · Filterable
leadSource Option Lead SourceOptions: LeadSource · Filterable
linkedInUrlextension String LinkedIn URLMax length: 500
marketingConsentextension Boolean Marketing Consent
mobilePhone String Mobile PhoneMax length: 50 · Filterable
ownerId PolymorphicLookup OwnerFilterable
permissionUpdatedAt DateTime Permission UpdatedFilterable
phone String PhoneMax length: 50 · Searchable · Filterable
postalCode String Postal CodeMax length: 20 · Filterable
preferredChannelextension Option Preferred ChannelOptions: CommunicationChannel
preferredContactMethod Option Preferred Contact MethodOptions: PreferredContactMethod · Filterable
status Option StatusOptions: ContactStatus · Filterable
twitterHandleextension String Twitter/X HandleMax length: 50
campaignsystem String Campaign
consentGivenAtsystem DateTime Consent Given At
consentSourcesystem String Consent Source
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
sourcesystem String Source
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Contact · Max page size: 100
Contract
Contract
SalesC R U D
Field Type Required Details
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
description Text DescriptionMax length: 4000
endDate DateTime End DateFilterable
name String Contract NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
startDate DateTime Start DateFilterable
status Option StatusOptions: ContractStatus · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
externalCaseFileIdsystem String External Case File IDMax length: 500
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
signatureProvidersystem String Signature ProviderMax length: 100
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Contract · Max page size: 100
ContractSigner
Contract Signer
SalesC R U D
Field Type Required Details
contactId Lookup Contact→ Contact · Filterable
contractId Lookup Contract→ Contract · Filterable
email String EmailMax length: 320
name String NameMax length: 200 · Searchable
signingOrder Integer Signing Order
status Option StatusOptions: SignerStatus · Filterable
userId Lookup User→ User · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
externalSignerIdsystem String External Signer IDMax length: 500
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
signedAtsystem DateTime Signed At
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ContractSigner · Max page size: 100
DocumentTemplate
Document Template
Settingsmanager+C R U D
Field Type Required Details
content Text Content
description Text DescriptionMax length: 2000
entityType String Entity TypeMax length: 100 · Filterable
isActive Boolean ActiveFilterable
name String NameMax length: 200 · Searchable · Filterable
orientation String OrientationMax length: 20
paperSize String Paper SizeMax length: 20
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/DocumentTemplate · Max page size: 100
EmailTemplate
Email Template
CommunicationC R U D
Field Type Required Details
body Text BodyMax length: 100000
description Text DescriptionMax length: 2000
entityType String Entity TypeMax length: 100
fromName String From NameMax length: 200
isActive Boolean Active
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
replyToEmail String Reply-To EmailMax length: 320
subject String SubjectMax length: 500
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/EmailTemplate · Max page size: 100
Expense
Expense
FieldServiceC R U D
Field Type Required Details
accountTypeId Lookup Account Type→ AccountType · Filterable
amount Currency AmountFilterable
category Option CategoryOptions: ExpenseCategory · Filterable
companyId Lookup Company→ Company · Filterable
description Text DescriptionMax length: 4000
expenseDate Date Expense DateFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
status Option StatusOptions: ExpenseStatus · Filterable
transactionCurrencyId Lookup Currency→ Currency · Filterable
workTaskId Lookup Work Task→ WorkTask · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Expense · Max page size: 100
FollowUp
Follow-up
SalesC R U D
Field Type Required Details
completedAt DateTime Completed On
dueDate DateTime Due DateFilterable
entityType String Entity TypeMax length: 100 · Filterable
isCompleted Boolean CompletedFilterable
note Text NoteMax length: 2000
ownerId PolymorphicLookup OwnerFilterable
recordId PolymorphicLookup Record
title String TitleMax length: 200 · Searchable · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/FollowUp · Max page size: 100
GeneratedDocument
Document
C R U D
Field Type Required Details
content Text Content
contentType String Content TypeMax length: 100
documentType Option TypeOptions: DocumentType · Filterable
entityType String Entity TypeMax length: 100 · Filterable
fileName String File NameMax length: 500
name String NameMax length: 200 · Searchable · Filterable
orientation String OrientationMax length: 20
paperSize String Paper SizeMax length: 20
recordId Lookup Source Record
sizeBytes Integer File Size
templateId Lookup Template→ DocumentTemplate
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/GeneratedDocument · Max page size: 100
Goal
Goal
SalesC R U D
Field Type Required Details
actualValue Decimal Actual
description Text DescriptionMax length: 2000
fiscalYear Integer Fiscal YearFilterable
metric Option MetricOptions: GoalMetric · Filterable
month Integer MonthFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId Lookup Owner→ User · Filterable
periodType Option Period TypeOptions: GoalPeriodType · Filterable
quarter Integer QuarterFilterable
targetValue Decimal Target
year Integer YearFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Goal · Max page size: 100
Invoice
Invoice
SalesC R U D
Field Type Required Details
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
description Text DescriptionMax length: 4000
dueDate DateTime Due DateFilterable
invoiceDate DateTime Invoice DateFilterable
invoiceNumber String Invoice NumberMax length: 50 · Searchable · Filterable
name String Invoice NameMax length: 200 · Searchable · Filterable
opportunityId Lookup Opportunity→ Opportunity · Filterable
ownerId PolymorphicLookup OwnerFilterable
quoteId Lookup Quote→ Quote · Filterable
stage Option StageOptions: InvoiceStage · Filterable
totalAmount Currency Total Amount
totalAmountIncludingVat Currency Total Incl. VAT
totalDiscountAmount Currency Total Discount
totalLineAmount Currency Total Before Discount
transactionCurrencyId Lookup Currency→ Currency · Filterable
vatRate Decimal VAT Rate (%)Min: 0 · Max: 100
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
serviceAgreementIdsystem Lookup Service Agreement
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Invoice · Max page size: 100
InvoiceLine
Invoice Line
SalesC R U D
Field Type Required Details
baseAmount Currency Base Amount
discountAmount Currency Discount Amount
discountType Option Discount TypeOptions: DiscountType
discountValue Decimal DiscountMin: 0
extendedAmount Currency Extended Amount
invoiceId Lookup Invoice→ Invoice · Filterable
productId Lookup Product→ Product · Filterable
quantity Decimal QuantityMin: 0
unitPrice Currency Unit Price
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/InvoiceLine · Max page size: 100
KnowledgeArticle
Knowledge Article
ServiceC R U D
Field Type Required Details
category Option CategoryOptions: ArticleCategory · Filterable
content Text ContentMax length: 50000
keywords String KeywordsMax length: 500 · Searchable
name String TitleMax length: 300 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
status Option StatusOptions: ArticleStatus · Filterable
summary Text SummaryMax length: 1000
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/KnowledgeArticle · Max page size: 100
Lead
Lead
SalesServiceCommunicationC R U D
Field Type Required Details
companyAction Option CompanyOptions: IntakeCompanyAction
companyId Lookup Existing Company→ Company
companyName String Company NameMax length: 500 · Searchable · Filterable
consentGiven Boolean Consent Given
contactAction Option ContactOptions: IntakeContactAction
contactId Lookup Existing Contact→ Contact
country String CountryMax length: 100 · Searchable · Filterable
email String EmailMax length: 500 · Searchable · Filterable
firstName String First NameMax length: 200 · Searchable
jobTitle String Job TitleMax length: 200
lastName String Last NameMax length: 200 · Searchable
leadSource Option Lead SourceOptions: LeadSource · Filterable
message Text MessageMax length: 4000
opportunityAction Option OpportunityOptions: IntakeOpportunityAction
ownerId PolymorphicLookup OwnerFilterable
phone String PhoneMax length: 50
publicCompanyIdentifier String Company IDMax length: 50 · Searchable · Filterable
publicCompanyIdentifierType Option ID TypeOptions: PublicCompanyIdentifierType · Filterable
source String Source TagMax length: 50
subject String SubjectMax length: 500
consentGivenAtsystem DateTime Consent Given At
convertedAtsystem DateTime Converted At
convertedCompanyIdsystem Lookup Created Company→ Company
convertedContactIdsystem Lookup Created Contact→ Contact
convertedOpportunityIdsystem Lookup Created Opportunity→ Opportunity
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
formIdsystem Lookup Web Form→ LeadCaptureForm
formTypesystem Option Form TypeOptions: LeadFormType
idsystem Lookup IdRead-only via API
nextFollowUpDatesystem DateTime Next Follow-upFilterable
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
statussystem Option StatusOptions: LeadStatus · Filterable
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Lead · Max page size: 100
LeadCaptureForm
Web Form
CommunicationC R U D
Field Type Required Details
captureTarget Option CreatesOptions: CaptureTarget · Filterable
consentText Text Consent TextMax length: 2000
createActivity Boolean Create Task
defaultCampaign String Default CampaignMax length: 200
fieldConfiguration Text Field ConfigurationMax length: 4000
formType Option Form TypeOptions: WebFormType · Filterable
name String NameMax length: 200
notifyUserId Lookup Notify User→ User
redirectUrl String Redirect URLMax length: 1000
requireConsent Boolean Require Consent
source String Source TagMax length: 50
status Option StatusOptions: LeadCaptureFormStatus · Filterable
styling Text Styling (JSON)Max length: 4000
successMessage Text Success MessageMax length: 2000
accessTokensystem String Access Token
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IdRead-only via API
ownerBusinessUnitIdsystem Lookup Owner Business Unit
ownerIdsystem Lookup Owner
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Updated AtRead-only via API
updatedBysystem Lookup Updated ByRead-only via API
Excluded from API: tenantId
API route: /api/v1/LeadCaptureForm · Max page size: 100
Location
Location
FieldServiceC R U D
Field Type Required Details
address String AddressMax length: 500 · Searchable
city String CityMax length: 200 · Searchable · Filterable
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
country String CountryMax length: 100 · Filterable
latitude Decimal Latitude
longitude Decimal Longitude
name String Location NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
postalCode String Postal CodeMax length: 20 · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Location · Max page size: 100
MaterialUsage
Material Usage
FieldServiceC R U D
Field Type Required Details
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
date DateTime DateFilterable
description Text NotesMax length: 4000
isBillable Boolean BillableFilterable
name String DescriptionMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
productId Lookup Product→ Product · Filterable
quantity Decimal Quantity
serviceCaseId Lookup Case→ ServiceCase · Filterable
totalAmount Decimal Total Amount
unitPrice Decimal Unit Price
workTaskId Lookup Work Task→ WorkTask · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/MaterialUsage · Max page size: 100
MediaFile
Media File
C R U D
Field Type Required Details
altText String Alt TextMax length: 500
contentType String Content TypeMax length: 100
context String ContextMax length: 100
fileName String File NameMax length: 500
fileSize Integer File Size
createdAtsystem DateTime Created AtRead-only via API
createdBysystem Lookup Created ByRead-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Updated AtRead-only via API
updatedBysystem Lookup Updated ByRead-only via API
API route: /api/v1/MediaFile · Max page size: 100
MeetingNote
Meeting Note
SalesC R U D
Field Type Required Details
meetingDate DateTime Meeting DateFilterable
noteText Text Meeting NotesMax length: 50000
ownerId PolymorphicLookup OwnerFilterable
regardingId PolymorphicLookup RegardingFilterable
title String TitleMax length: 500 · Searchable · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
regardingTypesystem String Regarding TypeMax length: 100
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/MeetingNote · Max page size: 100
Opportunity
Opportunity
SalesC R U D
Field Type Required Details
actualCloseDate DateTime Actual Close DateFilterable
companyId Lookup Company→ Company · Filterable
competitor String CompetitorMax length: 200 · Searchable · Filterable
contactId Lookup Contact→ Contact · Filterable
description Text DescriptionMax length: 4000
expectedCloseDate Date Expected Close DateFilterable
expectedRevenue Currency Expected RevenueFilterable
followUpDate Date Follow-up DateFilterable
followUpNote String Follow-up NoteMax length: 500
latestQuoteId Lookup Latest Quote→ Quote · Filterable
leadSource Option Lead SourceOptions: LeadSource · Filterable
lostReason Option Lost ReasonOptions: LostReason · Filterable
name String Opportunity NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
probability Integer Probability (%)Min: 0 · Max: 100 · Filterable
revenueType Option Revenue TypeOptions: RevenueType · Filterable
stage Option StageOptions: OpportunityStage · Filterable
totalAmount Currency Total Amount
totalAmountIncludingVat Currency Total Incl. VAT
totalDiscountAmount Currency Total Discount
totalLineAmount Currency Total Before Discount
transactionCurrencyId Lookup Currency→ Currency · Filterable
type Option TypeOptions: OpportunityType · Filterable
vatRate Decimal VAT Rate (%)Min: 0 · Max: 100
weightedRevenue Currency Weighted Revenue
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Opportunity · Max page size: 100
OpportunityLine
Opportunity Line
SalesC R U D
Field Type Required Details
baseAmount Currency Base Amount
discountAmount Currency Discount Amount
discountType Option Discount TypeOptions: DiscountType
discountValue Decimal DiscountMin: 0
extendedAmount Currency Extended Amount
opportunityId Lookup Opportunity→ Opportunity · Filterable
productId Lookup Product→ Product · Filterable
quantity Decimal QuantityMin: 0
unitPrice Currency Unit Price
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/OpportunityLine · Max page size: 100
PayType
Pay Type
SettingsC R U D
Field Type Required Details
name String NameMax length: 200 · Searchable · Filterable
number String NumberMax length: 50 · Searchable · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/PayType · Max page size: 100
Product
Product
SalesC R U D
Field Type Required Details
description Text DescriptionMax length: 4000
isActive Boolean ActiveFilterable
name String Product NameMax length: 200 · Searchable · Filterable
productGroupId Lookup Product Group→ ProductGroup · Filterable
productNumber String Product NumberMax length: 100 · Searchable · Filterable
transactionCurrencyId Lookup Currency→ Currency · Filterable
unitPrice Currency Unit PriceFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Product · Max page size: 100
ProductGroup
Product Group
SalesC R U D
Field Type Required Details
groupNumber String Group NumberMax length: 100 · Searchable · Filterable
name String NameMax length: 200 · Searchable · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ProductGroup · Max page size: 100
Project
Project
ProjectManagementC R U D
Field Type Required Details
budget Currency BudgetFilterable
budgetTemplateId Lookup Budget Template→ BudgetTemplate · Filterable
companyId Lookup Company→ Company · Filterable
completedDate DateTime Completed DateFilterable
contactId Lookup Contact→ Contact · Filterable
description Text DescriptionMax length: 4000
endDate DateTime End DateFilterable
estimatedHours Integer Estimated HoursFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
periodType Integer Period Type
priority Option PriorityOptions: ProjectPriority · Filterable
progressPercent Integer Progress (%)Filterable
startDate DateTime Start DateFilterable
status Option StatusOptions: ProjectStatus · Filterable
transactionCurrencyId Lookup Currency→ Currency · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Project · Max page size: 100
ProjectActivity
Project Activity
ProjectManagementC R U D
Field Type Required Details
assignedToId Lookup Assigned To→ User · Filterable
budgetTemplateId Lookup Budget Template→ BudgetTemplate · Filterable
completedDate DateTime Completed DateFilterable
description String Description
endDate DateTime End DateFilterable
estimatedHours Integer Estimated HoursFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
predecessorId Lookup Predecessor→ ProjectActivity · Filterable
priority Option PriorityOptions: ProjectActivityPriority · Filterable
progressPercent Integer Progress (%)Filterable
projectId Lookup Project→ Project · Filterable
resourceTypeId Lookup Resource Type→ ResourceType · Filterable
startDate DateTime Start DateFilterable
status Option StatusOptions: ProjectActivityStatus · Filterable
workAreaId Lookup Work Area→ WorkArea · Filterable
workGroupId Lookup Work Group→ WorkGroup · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ProjectActivity · Max page size: 100
ProjectAllocation
Project Allocation
ProjectManagementC R U D
Field Type Required Details
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
periodNumber Integer PeriodFilterable
periodType Option Period TypeOptions: AllocationPeriodType · Filterable
plannedHours Decimal Planned HoursFilterable
projectId Lookup Project→ Project · Filterable
resourceId Lookup Resource→ User · Filterable
resourceTypeId Lookup Resource Type→ ResourceType · Filterable
year Integer YearFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ProjectAllocation · Max page size: 100
Quote
Quote
SalesC R U D
Field Type Required Details
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
description Text DescriptionMax length: 4000
name String Quote NameMax length: 200 · Searchable · Filterable
opportunityId Lookup Opportunity→ Opportunity · Filterable
ownerId PolymorphicLookup OwnerFilterable
revenueType Option Revenue TypeOptions: RevenueType · Filterable
stage Option StageOptions: QuoteStage · Filterable
totalAmount Currency Total Amount
totalAmountIncludingVat Currency Total Incl. VAT
totalDiscountAmount Currency Total Discount
totalLineAmount Currency Total Before Discount
transactionCurrencyId Lookup Currency→ Currency · Filterable
validFrom DateTime Valid FromFilterable
validTo DateTime Valid ToFilterable
vatRate Decimal VAT Rate (%)Min: 0 · Max: 100
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Quote · Max page size: 100
QuoteLine
Quote Line
SalesC R U D
Field Type Required Details
baseAmount Currency Base Amount
discountAmount Currency Discount Amount
discountType Option Discount TypeOptions: DiscountType
discountValue Decimal DiscountMin: 0
extendedAmount Currency Extended Amount
productId Lookup Product→ Product · Filterable
quantity Decimal QuantityMin: 0
quoteId Lookup Quote→ Quote · Filterable
unitPrice Currency Unit Price
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/QuoteLine · Max page size: 100
RecipientList
Recipient List
CommunicationC R U D
Field Type Required Details
description Text DescriptionMax length: 2000
memberCount Integer Member Count
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
status Option StatusOptions: RecipientListStatus · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/RecipientList · Max page size: 100
RecipientListMember
List Member
CommunicationC R U D
Field Type Required Details
displayName String NameMax length: 300
email String EmailMax length: 320
memberId PolymorphicLookup MemberFilterable
memberType String Member TypeMax length: 50
recipientListId Lookup Recipient List→ RecipientList
status Option StatusOptions: RecipientListMemberStatus · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/RecipientListMember · Max page size: 100
ResourceBooking
Resource Booking
ProjectManagementC R U D
Field Type Required Details
bookingType Option Booking TypeOptions: BookingType · Filterable
duration Duration DurationFilterable
endDate DateTime EndFilterable
isAttention Boolean Attention
isLocked Boolean Locked
isSystemUpdate Boolean System Update
name String NameMax length: 200 · Searchable · Filterable
note Text NoteMax length: 2000
ownerId PolymorphicLookup OwnerFilterable
resourceId Lookup Resource→ User · Filterable
startDate DateTime StartFilterable
status Option StatusOptions: BookingStatus · Filterable
workTaskId Lookup Work Task→ WorkTask · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ResourceBooking · Max page size: 100
ResourceCapacity
Resource Capacity
ProjectManagementC R U D
Field Type Required Details
availableHours Decimal Available HoursFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
periodNumber Integer PeriodFilterable
periodType Option Period TypeOptions: AllocationPeriodType
resourceTypeId Lookup Resource Type→ ResourceType · Filterable
year Integer YearFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ResourceCapacity · Max page size: 100
ResourceType
Resource Type
Settingsmanager+C R U D
Field Type Required Details
description Text DescriptionMax length: 2000
isActive Boolean ActiveFilterable
name String NameMax length: 200 · Searchable · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Business Unit→ BusinessUnit
ownerIdsystem PolymorphicLookup Owner
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ResourceType · Max page size: 100
Revenue
Revenue
SalesC R U D
Field Type Required Details
accountTypeId Lookup Account Type→ AccountType · Filterable
amount Currency AmountFilterable
companyId Lookup Company→ Company · Filterable
description Text DescriptionMax length: 4000
externalReference String External ReferenceMax length: 200 · Searchable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
productGroupId Lookup Product Group→ ProductGroup · Filterable
productId Lookup Product→ Product · Filterable
revenueDate Date Revenue DateFilterable
status Option StatusOptions: RevenueStatus · Filterable
transactionCurrencyId Lookup Currency→ Currency · Filterable
workTaskId Lookup Work Task→ WorkTask · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Revenue · Max page size: 100
ServiceAgreement
Service Agreement
ServiceFieldServiceC R U D
Field Type Required Details
billingMode Option Billing ModeOptions: BillingMode · Filterable
billingPeriod Option Billing PeriodOptions: BillingPeriod · Filterable
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
endDate Date End DateFilterable
locationId Lookup Location→ Location · Filterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
startDate Date Start DateFilterable
status Option StatusOptions: ServiceAgreementStatus · Filterable
transactionCurrencyId Lookup Currency→ Currency
vatRate Decimal VAT Rate
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
initialInvoiceCreatedsystem Boolean Initial Invoice Created
lastBilledThroughsystem DateTime Last Billed Through
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
totalAmountsystem Currency Total AmountFilterable
totalAmountIncludingVatsystem Currency Total Incl. VAT
totalLineAmountsystem Currency Total Line Amount
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ServiceAgreement · Max page size: 100
ServiceAgreementAsset
Agreement Asset
ServiceC R U D
Field Type Required Details
assetId Lookup Asset→ Asset · Filterable
note String NoteMax length: 1000
serviceAgreementId Lookup Service Agreement→ ServiceAgreement · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ServiceAgreementAsset · Max page size: 100
ServiceAgreementLine
Service Line
ServiceC R U D
Field Type Required Details
assetId Lookup Asset→ Asset · Filterable
assignedToId Lookup Fixed Resource→ User · Filterable
dayOfMonth Integer Day of MonthMin: 1 · Max: 31
description Text DescriptionMax length: 4000
duration Duration Duration
endDate Date End Date
endMode Option EndOptions: RecurrenceEndMode
frequency Option FrequencyOptions: RecurrenceFrequency
interval Integer IntervalMin: 1
leadTimeDays Integer Lead Time (days)Min: 0
locationId Lookup Location→ Location
monthlyMode Option Monthly ModeOptions: RecurrenceMonthlyMode
monthOfYear Integer MonthMin: 1 · Max: 12
name String NameMax length: 200 · Searchable · Filterable
occurrenceCount Integer OccurrencesMin: 1
onLocation Boolean On Location
ordinal Option OrdinalOptions: RecurrenceOrdinal
ordinalWeekday Option WeekdayOptions: Weekday
priority Option PriorityOptions: WorkTaskPriority
recurrenceSummary String RecurrenceMax length: 500
serviceAgreementId Lookup Service Agreement→ ServiceAgreement · Filterable
startDate Date Start Date
startHour Integer Start HourMin: 0 · Max: 23
startMinute Integer Start MinuteMin: 0 · Max: 59
weekdaysMask Integer Weekdays
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
lastGeneratedThroughsystem DateTime Last Generated Through
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ServiceAgreementLine · Max page size: 100
ServiceCase
Case
ServiceC R U D
Field Type Required Details
assignedToId Lookup Assigned To→ User · Filterable
caseTypeId Lookup Case Type→ ServiceCaseType · Filterable
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
description Text DescriptionMax length: 4000
intakeCompanyName String Submitted CompanyMax length: 500
intakeEmail String Submitted EmailMax length: 500
intakeFirstName String Submitted First NameMax length: 200
intakeJobTitle String Submitted Job TitleMax length: 200
intakeLastName String Submitted Last NameMax length: 200
intakePhone String Submitted PhoneMax length: 50
name String TitleMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
priority Option PriorityOptions: CasePriority · Filterable
queueId Lookup Queue→ ServiceQueue · Filterable
resolution Text ResolutionMax length: 4000
resolvedAt DateTime Resolved On
status Option StatusOptions: CaseStatus · Filterable
workAreaId Lookup Work Area→ WorkArea · Filterable
workGroupId Lookup Work Group→ WorkGroup · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
formIdsystem Lookup Web Form→ LeadCaptureForm
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ServiceCase · Max page size: 100
ServiceCaseType
Case Type
ServiceC R U D
Field Type Required Details
description Text DescriptionMax length: 2000
isActive Boolean ActiveFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ServiceCaseType · Max page size: 100
ServiceQueue
Queue
ServiceC R U D
Field Type Required Details
description Text DescriptionMax length: 2000
isActive Boolean ActiveFilterable
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/ServiceQueue · Max page size: 100
SubTask
Sub-Task
FieldServiceC R U D
Field Type Required Details
completedAt DateTime Completed At
description Text NotesMax length: 4000
lastResumedAt DateTime Last Resumed At
name String TitleMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
pausedAt DateTime Paused At
sortOrder Integer Sort Order
startedAt DateTime Started At
status Option StatusOptions: SubTaskStatus · Filterable
totalPauseSeconds Duration Pause Time
totalWorkSeconds Duration Work Time
workTaskId Lookup Work Task→ WorkTask · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/SubTask · Max page size: 100
Team
Team
Settingsmanager+C R U D
Field Type Required Details
description Text DescriptionMax length: 2000
name String Team NameMax length: 200 · Searchable · Filterable
ownerId Lookup Responsible→ User
businessUnitIdsystem Lookup Business Unit→ BusinessUnit
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/Team · Max page size: 100
TenantApiKey
API Key
Settingsadmin+C R U D
Field Type Required Details
allowedEntityTypes String Allowed Entity TypesMax length: 1000
expiresAt DateTime Expires At
name String NameMax length: 200
role String RoleMax length: 50
status Option StatusOptions: ApiKeyStatus · Filterable
apiKeysystem String API Key
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IdRead-only via API
keyHashsystem String Key Hash
keyPrefixsystem String Key Prefix
lastUsedAtsystem DateTime Last Used
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Updated AtRead-only via API
updatedBysystem Lookup Updated ByRead-only via API
usageCountsystem Integer Usage Count
Excluded from API: tenantId, apiKey
API route: /api/v1/TenantApiKey · Max page size: 100
TimeEntry
Time Entry
FieldServiceProjectManagementC R U D
Field Type Required Details
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
date DateTime DateFilterable
description Text NotesMax length: 4000
durationSeconds Duration DurationFilterable
endTime Time End Time
entryType Option TypeOptions: TimeEntryType · Filterable
isBillable Boolean BillableFilterable
name String DescriptionMax length: 200 · Searchable · Filterable
ownerId Lookup Owner→ User · Filterable
payTypeId Lookup Pay Type→ PayType · Filterable
regardingId PolymorphicLookup RegardingFilterable
startTime Time Start Time
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
isReconciledsystem Boolean ReconciledFilterable
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
reconciledAtsystem DateTime Reconciled On
regardingTypesystem String Regarding TypeMax length: 100
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/TimeEntry · Max page size: 100
User
User
ProjectManagementmanager+C R U D
Field Type Required Details
address String AddressMax length: 500
city String CityMax length: 200
displayName String Display NameMax length: 200 · Searchable · Filterable
employeeNumber String Employee NumberMax length: 50 · Searchable · Filterable
hireDate DateTime Hire Date
hourlyRateNormal Decimal Hourly Rate (Normal)
hourlyRateOvertime Decimal Hourly Rate (Overtime)
isActive Boolean ActiveFilterable
jobTitle String Job TitleMax length: 200 · Searchable · Filterable
mobilePhone String Mobile PhoneMax length: 50
payrollCodeNormal String Payroll Code (Normal)Max length: 20
payrollCodeOvertime String Payroll Code (Overtime)Max length: 20
phone String PhoneMax length: 50
postalCode String Postal CodeMax length: 20
resourceSortIndex Integer Sort OrderFilterable
resourceTypeId Lookup Resource Type→ ResourceType · Filterable
userType Option LicenseOptions: UserType · Filterable
weeklyHours Decimal Weekly HoursFilterable
businessUnitIdsystem Lookup Business Unit
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
emailsystem String EmailMax length: 320 · Searchable · Filterable
externalIdsystem String External
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Business Unit→ BusinessUnit
ownerIdsystem PolymorphicLookup Owner
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/User · Max page size: 100
WorkArea
Work Area
C R U D
Field Type Required Details
description Text DescriptionMax length: 2000
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
projectId Lookup Project→ Project · Filterable
sortOrder Integer Sort OrderFilterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/WorkArea · Max page size: 100
WorkGroup
Work Group
C R U D
Field Type Required Details
description Text DescriptionMax length: 2000
name String NameMax length: 200 · Searchable · Filterable
ownerId PolymorphicLookup OwnerFilterable
projectId Lookup Project→ Project · Filterable
sortOrder Integer Sort OrderFilterable
workAreaId Lookup Work Area→ WorkArea · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
ownerBusinessUnitIdsystem Lookup Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
rowVersionsystem Integer Row VersionRead-only via API
tenantIdsystem Lookup TenantRead-only via API
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/WorkGroup · Max page size: 100
WorkTask
Work Task
FieldServiceProjectManagementC R U D
Field Type Required Details
assignedToId Lookup Primary Resource→ User · Filterable
budgetTemplateId Lookup Budget Template→ BudgetTemplate · Filterable
caseNumber String Case NumberMax length: 50 · Searchable · Filterable
companyId Lookup Company→ Company · Filterable
contactId Lookup Contact→ Contact · Filterable
description Text DescriptionMax length: 4000
duration Duration DurationFilterable
isAttention Boolean Attention
isLocked Boolean Locked
isSystemUpdate Boolean System Update
locationId Lookup Location→ Location · Filterable
name String TitleMax length: 200 · Searchable · Filterable
onLocation Boolean On LocationFilterable
ownerId PolymorphicLookup OwnerFilterable
predecessorId Lookup Predecessor→ WorkTask · Filterable
priority Option PriorityOptions: WorkTaskPriority · Filterable
regardingId PolymorphicLookup RegardingFilterable
scheduledEnd DateTime Scheduled EndFilterable
scheduledStart DateTime Scheduled StartFilterable
status Option StatusOptions: WorkTaskStatus · Filterable
syncResourceBookings Boolean Sync Resource Bookings
transactionCurrencyId Lookup Currency→ Currency · Filterable
workAreaId Lookup Work Area→ WorkArea · Filterable
workGroupId Lookup Work Group→ WorkGroup · Filterable
createdAtsystem DateTime Created OnRead-only via API
createdBysystem Lookup Created By→ User · Read-only via API
idsystem Lookup IDRead-only via API
netAmountsystem Currency Net AmountFilterable
ownerBusinessUnitIdsystem Lookup Owning Business Unit→ BusinessUnit
ownerTypesystem String Owner Type
primaryResourceBookingIdsystem Lookup Primary Resource Booking→ ResourceBooking
regardingTypesystem String Regarding TypeMax length: 100
rowVersionsystem Integer Row VersionRead-only via API
serviceAgreementLineIdsystem Lookup Service Agreement Line
tenantIdsystem Lookup TenantRead-only via API
totalExpensessystem Currency Total ExpensesFilterable
totalRevenuesystem Currency Total RevenueFilterable
updatedAtsystem DateTime Modified OnRead-only via API
updatedBysystem Lookup Modified By→ User · Read-only via API
Excluded from API: tenantId
API route: /api/v1/WorkTask · Max page size: 2000

Option Sets

Pick-list values used by Option-type fields. The integer value is stored in the database; labels are resolved at the API/UI layer.

AccountTypeCategory
AccountType.category
Value Name Label (en) Active
1 Revenue Revenue
2 Expense Expense
ActionItemType
ActionItem.actionType
Value Name Label (en) Active
0 Task Task
1 Meeting Meeting
2 Email Email
3 Opportunity Opportunity
ActivityPriority
Activity.priority
Value Name Label (en) Active
1 Low Low
2 Normal Normal
3 High High
ActivityStatus
Activity.status
Value Name Label (en) Active
1 Planned Planned
2 Completed Completed
3 Received Received
4 Draft Draft
5 Sent Sent
ActivityType
Activity.type
Value Name Label (en) Active
1 Task Task
2 Call Phone Call
3 Meeting Meeting
4 Email Email
5 Note Note
AllocationPeriodType
Project.periodType
Value Name Label (en) Active
1 Week Week
2 Month Month
ApiKeyStatus
TenantApiKey.status
Value Name Label (en) Active
1 Active Active
2 Revoked Revoked
ArticleCategory
KnowledgeArticle.category
Value Name Label (en) Active
1 General General
2 FAQ FAQ
3 Troubleshooting Troubleshooting
4 HowTo How-To
5 Policy Policy
ArticleStatus
KnowledgeArticle.status
Value Name Label (en) Active
1 Draft Draft
2 Published Published
3 Archived Archived
AssetStatus
Asset.status
Value Name Label (en) Active
1 Active Active
2 Retired Retired
AssetType
Asset.assetType
Value Name Label (en) Active
1 Equipment Equipment
2 Installation Installation
3 Vehicle Vehicle
4 Software Software
5 Other Other
BillingMode
ServiceAgreement.billingMode
Value Name Label (en) Active
1 AtStart At start
2 PerVisit Per visit
3 PeriodEnd End of period
BillingPeriod
ServiceAgreement.billingPeriod
Value Name Label (en) Active
1 Monthly Monthly
2 Quarterly Quarterly
3 Yearly Yearly
BookingStatus
ResourceBooking.status
Value Name Label (en) Active
1 Planned Planned
2 Confirmed Confirmed
3 Cancelled Cancelled
BookingType
ResourceBooking.bookingType
Value Name Label (en) Active
1 Work Work
2 Vacation Vacation
3 Sick Sick
4 School School
5 Parental Parental Leave
6 Compensation Compensation
7 Other Other
BudgetLineType
Budget.lineType
Value Name Label (en) Active
1 Record Record
2 Template Template
BulkEmailStatus
BulkEmail.status
Value Name Label (en) Active
1 Draft Draft
2 Scheduled Scheduled
3 Sending Sending
4 Sent Sent
5 Failed Failed
CalculatedFieldFormat
CalculatedField.format
Value Name Label (en) Active
0 Number Number
1 Currency Currency
2 Percentage Percentage
CaptureTarget
LeadCaptureForm.captureTarget
Value Name Label (en) Active
1 Lead Lead
2 ServiceCase Service Case
CasePriority
ServiceCase.priority
Value Name Label (en) Active
1 Low Low
2 Normal Normal
3 High High
4 Critical Critical
CaseStatus
ServiceCase.status
Value Name Label (en) Active
1 New New
2 InProgress In Progress
3 WaitingOnCustomer Waiting on Customer
4 WaitingOnThirdParty Waiting on Third Party
5 Resolved Resolved
6 Cancelled Cancelled
CompanyType
Company.companyType
Value Name Label (en) Active
2 Prospect Prospect
3 Customer Customer
4 ExCustomer Ex-Customer
5 Partner Partner
6 Supplier Supplier
7 Vendor Vendor
8 Other Other
ConditionField
CaseRoutingCondition.field
Value Name Label (en) Active
1 Priority Priority
2 CaseType Case Type
3 Company Company
ContactStatus
Contact.status
Value Name Label (en) Active
1 Active Active
2 Inactive Inactive
ContractStatus
Contract.status
Value Name Label (en) Active
1 Draft Draft
2 Ready Ready
3 SentForSignature Sent for Signature
4 Signed Signed
5 Expired Expired
6 Cancelled Cancelled
DiscountType
OpportunityLine.discountType
Value Name Label (en) Active
1 Amount Amount
2 Percentage Percentage
DocumentType
GeneratedDocument.documentType
Value Name Label (en) Active
1 Generated Generated
2 Uploaded Uploaded
ExpenseCategory
Expense.category
Value Name Label (en) Active
1 Materials Materials
2 Travel Travel
3 Subcontractor Subcontractor
4 Equipment Equipment
5 Other Other
ExpenseStatus
Expense.status
Value Name Label (en) Active
1 Active Active
2 Archived Archived
3 Cancelled Cancelled
GoalMetric
Goal.metric
Value Name Label (en) Active
1 Revenue Revenue
2 OpportunityWonValue Opportunity Won Value
3 Meetings Meetings
4 OpportunitiesCreated Opportunities Created
5 OpportunitiesWon Opportunities Won
6 LeadsCreated Leads Created
GoalPeriodType
Goal.periodType
Value Name Label (en) Active
0 Year Year
1 FiscalYear Fiscal Year
2 Month Month
3 Quarter Quarter
4 FiscalQuarter Fiscal Quarter
Industry
Global
Value Name Label (en) Active
1 Technology Technology
2 Finance Finance
3 Healthcare Healthcare
4 Manufacturing Manufacturing
5 Retail Retail
6 Services Services
7 Construction Construction
8 Transportation Transportation
9 Education Education
10 Government Government
99 Other Other
IntakeCompanyAction
Lead.companyAction
Value Name Label (en) Active
1 UseExisting Use Existing
2 CreateNew Create New
3 DoNotCreate Do Not Create
IntakeContactAction
Lead.contactAction
Value Name Label (en) Active
1 UseExisting Use Existing
2 CreateNew Create New
3 DoNotCreate Do Not Create
IntakeOpportunityAction
Lead.opportunityAction
Value Name Label (en) Active
1 CreateNew Create New
2 DoNotCreate Do Not Create
InvoiceStage
Invoice.stage
Value Name Label (en) Active
1 Draft Draft
2 Active Active
3 Paid Paid
4 Cancelled Cancelled
LeadCaptureFormStatus
LeadCaptureForm.status
Value Name Label (en) Active
1 Active Active
2 Inactive Inactive
LeadFormType
Lead.formType
Value Name Label (en) Active
1 Contact Contact
2 Support Support
3 Enquiry Enquiry
LeadSource
Global
Value Name Label (en) Active
1 Website Website
2 Referral Referral
3 TradeShow Trade Show
4 ColdCall Cold Call
5 Advertisement Advertisement
6 SocialMedia Social Media
7 Partner Partner
99 Other Other
LeadStatus
Lead.status
Value Name Label (en) Active
1 Active Active
2 Qualified Qualified
3 Disqualified Disqualified
LostReason
Opportunity.lostReason
Value Name Label (en) Active
1 Price Price
2 Competitor Competitor
3 NoDecision No Decision
4 Timing Timing
5 Requirements Requirements Not Met
99 Other Other
NumberOfEmployees
Global
Value Name Label (en) Active
1 OneToTen 1-10
2 ElevenToFifty 11-50
3 FiftyOneToTwoHundred 51-200
4 TwoHundredOneToFiveHundred 201-500
5 FiveHundredOneToThousand 501-1000
6 OverThousand 1000+
OpportunityStage
Opportunity.stage
Value Name Label (en) Active
1 Qualification Qualification
2 Proposal Proposal
3 Negotiation Negotiation
100 Won Won
200 Lost Lost
OpportunityType
Opportunity.type
Value Name Label (en) Active
1 NewBusiness New Business
2 ExistingCustomer Existing Customer
3 Renewal Renewal
4 Upsell Upsell
ParticipationTypeMask
ActivityParticipant.participationTypeMask
Value Name Label (en) Active
1 From From
2 To To
3 CC CC
4 BCC BCC
5 Required Required
6 Optional Optional
7 Organizer Organizer
PreferredContactMethod
Global
Value Name Label (en) Active
1 Email Email
2 Phone Phone
3 Mail Mail
4 Any Any
ProjectActivityPriority
ProjectActivity.priority
Value Name Label (en) Active
1 Low Low
2 Normal Normal
3 High High
4 Critical Critical
ProjectActivityStatus
ProjectActivity.status
Value Name Label (en) Active
1 Planning Planning
2 Active Active
3 OnHold On Hold
4 Completed Completed
5 Cancelled Cancelled
ProjectPriority
Project.priority
Value Name Label (en) Active
1 Low Low
2 Normal Normal
3 High High
4 Critical Critical
ProjectStatus
Project.status
Value Name Label (en) Active
1 Planning Planning
2 Active Active
3 OnHold On Hold
4 Completed Completed
5 Cancelled Cancelled
PublicCompanyIdentifierType
Company.publicCompanyIdentifierType
Value Name Label (en) Active
1 CVR CVR
2 Orgnr_SE Org.nr. (SE)
3 Orgnr_NO Org.nr. (NO)
4 Y_tunnus Y-tunnus (FI)
5 KVK KVK (NL)
6 HRB HRB (DE)
7 CompanyNumber Company No. (UK)
8 SIREN SIREN (FR)
9 NIP NIP (PL)
10 Partita_IVA Partita IVA (IT)
11 CIF CIF (ES)
99 Other Company ID
QuoteStage
Quote.stage
Value Name Label (en) Active
1 Draft Draft
2 Sent Sent
3 Accepted Accepted
4 Rejected Rejected
RecipientListMemberStatus
RecipientListMember.status
Value Name Label (en) Active
1 Active Active
2 Unsubscribed Unsubscribed
3 Bounced Bounced
RecipientListStatus
RecipientList.status
Value Name Label (en) Active
1 Active Active
2 Inactive Inactive
RecurrenceEndMode
ServiceAgreementLine.endMode
Value Name Label (en) Active
1 Never No end date
2 AfterOccurrences End after N occurrences
3 OnDate End by date
RecurrenceFrequency
ServiceAgreementLine.frequency
Value Name Label (en) Active
1 Daily Daily
2 Weekly Weekly
3 Monthly Monthly
4 Yearly Yearly
RecurrenceMonthlyMode
ServiceAgreementLine.monthlyMode
Value Name Label (en) Active
1 DayOfMonth On day of month
2 DayOfWeek On the …
RecurrenceOrdinal
ServiceAgreementLine.ordinal
Value Name Label (en) Active
1 First First
2 Second Second
3 Third Third
4 Fourth Fourth
5 Last Last
RevenueStatus
Revenue.status
Value Name Label (en) Active
1 Active Active
2 Archived Archived
3 Cancelled Cancelled
RevenueType
Quote.revenueType
Value Name Label (en) Active
1 Entered Entered
2 Calculated Calculated
ServiceAgreementStatus
ServiceAgreement.status
Value Name Label (en) Active
1 Draft Draft
2 Active Active
3 Paused Paused
4 Expired Expired
5 Cancelled Cancelled
SignerStatus
ContractSigner.status
Value Name Label (en) Active
1 Pending Pending
2 Sent Sent
3 Opened Opened
4 Signed Signed
5 Rejected Rejected
SubTaskStatus
SubTask.status
Value Name Label (en) Active
1 NotStarted Not Started
2 InProgress In Progress
3 Paused Paused
4 Completed Completed
SupportTicketPriority
SupportTicket.priority
Value Name Label (en) Active
1 Low Low
2 Normal Normal
3 High High
SupportTicketStatus
SupportTicket.status
Value Name Label (en) Active
1 New New
2 InProgress In Progress
3 Resolved Resolved
4 Closed Closed
TimeEntryType
TimeEntry.entryType
Value Name Label (en) Active
1 Work Work
2 Travel Travel
3 Administrative Administrative
4 Break Break
UserType
User.userType
Value Name Label (en) Active
0 None No License
1 FullUser Full User
2 FieldAgent Field Agent
WebFormType
LeadCaptureForm.formType
Value Name Label (en) Active
1 Contact Contact
2 Support Support
3 Enquiry Enquiry
Weekday
ServiceAgreementLine.ordinalWeekday
Value Name Label (en) Active
1 Monday Monday
2 Tuesday Tuesday
3 Wednesday Wednesday
4 Thursday Thursday
5 Friday Friday
6 Saturday Saturday
7 Sunday Sunday
WorkTaskPriority
WorkTask.priority
Value Name Label (en) Active
1 Low Low
2 Normal Normal
3 High High
4 Critical Critical
WorkTaskStatus
WorkTask.status
Value Name Label (en) Active
1 New New
2 InProgress In Progress
3 OnHold On Hold
4 Completed Completed
5 Cancelled Cancelled
6 Planned Planned
7 Unconfirmed Unconfirmed
8 AwaitingCustomer Awaiting Customer
9 AwaitingSubcontractor Awaiting Subcontractor

This documentation is auto-generated from the entity metadata registry.

Generated at 2026-06-03 08:16 UTC · 62 entities · 1248 fields

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