Introduction

The Emawerly API runs over HTTP/HTTPS and talks JSON — clean, lightweight, and easy to debug.
It’s a RESTful API that uses standard HTTP methods and status codes to handle all requests and responses

Create an API token

→ Log into your Emawerly Platform backend as an admin, go to API → API Management, and spin up a new token.
→ Make sure you copy it somewhere safe and configure all the required permissions before saving.

Using the API

All available endpoints are listed below, along with sample request/response payloads.
Authentication is handled via the authtoken header, and data operations (POST/PUT) use the multipart-form type.

If REST APIs aren’t really your playground, it’s a good idea to bring in a pro to handle third-party integrations. A basic understanding of REST architecture is required — this module assumes you already know your way around it.

Sample usage (example command)

Scenario: Your token is  jEheVytlAoFl7F8MqUQ7jAo2hOXAS and that you need to list all available customers of your Emawerly’s installation, through a cURL request.

Use Case: You will need to execute the following terminal command:

				
					curl -H "authtoken: jEheVytlAoFl7F8MqUQ7jAo2hOXAS" https://mysite.com/api/customers
				
			

The response that you are supposed to receive, under a 200 OK status code, will be similar to the following:

				
					[
   {
      "stripe_id" : null,
      "active" : "1",
      "vat" : "1234567890",
      "address" : "Test Address",
      "billing_country" : "0",
      "phonenumber" : "1234567890",
      "registration_confirmed" : "1",
      "longitude" : null,
      "billing_city" : "",
      "state" : "Test State",
      "shipping_zip" : "",
      "billing_zip" : "",
      "city" : "Test City",
      "shipping_country" : "0",
      "billing_street" : "",
      "datecreated" : "2019-11-29 12:34:56",
      "company" : "Jk Technologies",
      "shipping_street" : "",
      "zip" : "123456",
      "billing_state" : "",
      "leadid" : null,
      "addedfrom" : "8",
      "userid" : "3",
      "default_language" : "english",
      "shipping_state" : "",
      "show_primary_contact" : "0",
      "country" : "102",
      "default_currency" : "3",
      "shipping_city" : "",
      "latitude" : null,
      "website" : "https://example.com"
   },
   {
      "website" : "https://example2.com",
      "latitude" : null,
      "default_currency" : "0",
      "shipping_city" : "London",
      "country" : "235",
      "show_primary_contact" : "0",
      "shipping_state" : "Greater London",
      "default_language" : "",
      "addedfrom" : "1",
      "userid" : "1",
      "leadid" : null,
      "billing_state" : "Greater London",
      "zip" : "WC1 ASW",
      "shipping_street" : "123 Road Street",
      "company" : "Sample Company LTD",
      "datecreated" : "2019-04-02 13:38:28",
      "billing_street" : "123 Road Street",
      "shipping_country" : "235",
      "city" : "London",
      "billing_zip" : "WC1 ASW",
      "shipping_zip" : "WC1 ASW",
      "longitude" : null,
      "registration_confirmed" : "1",
      "billing_city" : "London",
      "state" : "Greater London",
      "phonenumber" : "+44 210 7298299",
      "billing_country" : "235",
      "address" : "123 Road Street",
      "vat" : "123456789",
      "active" : "1",
      "stripe_id" : null
   }
]
				
			

Custom fields

All commands do support custom fields (starting from version 1.0.2).

Please take a look at the Custom Fields section in order to ensure the correct implementation of each request that includes Custom Fields.

Items

Items - Request Invoice Item's information

GET

yourdomain.com/api/items/:id

Header

FieldTypeDescription

authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription

Item

Object

item information.

Error 4xx

NameTypeDescription
statusBooleanRequest status.
messageStringNo data were found.
				
					Success-Response:
    HTTP/1.1 200 OK
    {
	      "itemid": "1",
       "rate": "100.00",
       "taxrate": "5.00",
       "taxid": "1",
       "taxname": "PAYPAL",
       "taxrate_2": "9.00",
       "taxid_2": "2",
       "taxname_2": "CGST",
       "description": "JBL Soundbar",
       "long_description": "The JBL Cinema SB110 is a hassle-free soundbar",
       "group_id": "0",
       "group_name": null,
       "unit": ""
    }
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Items - Search Invoice Item's information

GET

yourdomain.com/api/items/search/:keysearch

Header

FieldTypeDescription

authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearch

String

Search Keywords

Success 200

FieldTypeDescription
ItemObjectItem Information

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.

				
					Success-Response:
HTTP/1.1 200 OK
{
  "rate": "100.00",
  "id": "1",
  "name": "(100.00) JBL Soundbar",
  "subtext": "The JBL Cinema SB110 is a hassle-free soundbar..."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Subscriptions

Subscriptions - Add New Subscription

POST

yourdomain.com/api/subscriptions/

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

name

String

New subscription name.

description

Text

Detailed description of the subscription.

description_in_item

TinyInt

Indicates if the description is included in the item (1 or 0).

clientid

Int

Client ID.

date

Date

Subscription start date (YYYY-MM-DD).

terms

Text

Subscription terms.

currency

Int

Currency ID.

tax_id

Int

Tax ID.

stripe_tax_id_2

Varchar


Stripe tax ID.

stripe_plan_id

Text

Stripe plan ID.

stripe_subscription_id

Text

Stripe Subscription ID.

tax_id_2

Int

Second tax ID.

next_billing_cycle

BigInt

Next billing cycle timestamp.

ends_at

BigInt

Subscription end timestamp.

status

Varchar

Subscription status (e.g., active).

quantity

Int

Subscription quantity.

project_id

Int

Associated project ID.

hash

Varchar

Unique hash identifier.

created

DateTime

Creation timestamp (YYYY-MM-DD HH:MM:SS).

created_from

Int

ID of the creator.

date_subscribed

DateTime

Subscription date (YYYY-MM-DD HH:MM:SS).

in_test_environment

Int

Indicates if the subscription is in a test environment (1 or 0).

last_sent_at

DateTime

Last sent timestamp (YYYY-MM-DD HH:MM:SS).

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Success message.

Error 4xx

JSON
NameDescription
DataNotAddedData could not be added.
				
					Success-Response:
HTTP/1.1 200 OK
{
    "status": true,
    "message": "Data Added Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 400 Bad Request
{
    "status": false,
    "error": "Data not Added"
}
				
			

Subscriptions - Delete a Subscription

DELETE

yourdomain.com/api/subscriptions/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
ididID for data Deletion.

Error 4xx

JSON
NameDescription
				
					Success-Response:
HTTP/1.1 200 OK
 {
     "status": true,
     "message": "Delete Successful."
 }
				
			
				
					Error-Response:
   HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "Delete Fail."
}
				
			

Subscriptions - Request Subscription Information

GET

yourdomain.com/api/subscriptions/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

id

Data id ID.

Success 200

FieldTypeDescription
DataObjectInformation

Error 4xx

JSON
NameDescription

DataNotFound

The id of the data was not found.
				
					Success-Response:
HTTP/1.1 200 OK
[
    {
     'name' => varchar 'New  subscription'
     'description' => text 'This is a detailed description of subscription'
     'description_in_item' => tinyint '1'
     'clientid' => int '123'
     'date' => date '2024-01-31'
     'terms' => text 'subscription payment is due'
     'currency ' => int '4'
     'tax_id ' => int '456'
     'stripe_tax_id_2' => varchar 'tax-789' 
     'stripe_plan_id' => text 'subscription_ABC'
     'stripe_subscription_id' => text 'subscription_ABC'
     'tax_id_2': int '12',
     'stripe_subscription_id' => text 'sub_123456789'
     'next_billing_cycle' => bigint '1643808000'
     'ends_at' => bigint '1646486400'
     'status' => varchar 'active'
     'quantity' => int '5'
     'project_id' => int '789'
     'hash' => varchar 'a1b2c3' 
     'created' => datetime '2024-01-31 12:34:56'
     'created_from' => int '1' 
     'date_subscribed' => datetime '2024-01-31 10:00:00'
     'in_test_environment' => int '1' 
     'last_sent_at' => datetime '2024-01-31 14:45:00'
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "No data were found"
}
				
			

Subscriptions - Request all Subscriptions

GET

yourdomain.com/api/subscriptions/

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription
DataObjectInformation

Error 4xx

JSON
NameDescription

DataNotFound

The id of the data was not found.
				
					Success-Response:
HTTP/1.1 200 OK
[
    {
     'name' => varchar 'New  subscription'
     'description' => text 'This is a detailed description of subscription'
     'description_in_item' => tinyint '1'
     'clientid' => int '123'
     'date' => date '2024-01-31'
     'terms' => text 'subscription payment is due'
     'currency ' => int '4'
     'tax_id ' => int '456'
     'stripe_tax_id_2' => varchar 'tax-789' 
     'stripe_plan_id' => text 'subscription_ABC'
     'stripe_subscription_id' => text 'subscription_ABC'
     'tax_id_2': int '12',
     'stripe_subscription_id' => text 'sub_123456789'
     'next_billing_cycle' => bigint '1643808000'
     'ends_at' => bigint '1646486400'
     'status' => varchar 'active'
     'quantity' => int '5'
     'project_id' => int '789'
     'hash' => varchar 'a1b2c3' 
     'created' => datetime '2024-01-31 12:34:56'
     'created_from' => int '1' 
     'date_subscribed' => datetime '2024-01-31 10:00:00'
     'in_test_environment' => int '1' 
     'last_sent_at' => datetime '2024-01-31 14:45:00'
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "No data were found"
}
				
			

Subscriptions - Update a Subscription

PUT

yourdomain.com/api/subscriptions/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
ididID for update data.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Data Update Successful."
}
				
			
				
					Error-Response:
    HTTP/1.1 404 Not Found
 {
      "status": false,
      "message": "Data Not Acceptable OR Not Provided"
 }

{
   "status": false,
   "message": "Data Update Fail."
}
				
			

Timesheets

Timesheets - Add New Timesheet

POST

yourdomain.com/api/timesheets/

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
task_idNumberTask ID related to the timesheet.
start_timeStringStart time in HH:MM:SS format.
end_timeStringEnd time in HH:MM:SS format.
staff_idNumberStaff ID who is logging time.
hourly_rateNumberHourly rate (e.g., 5.00).
noteStringNotes related to the timesheet.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Data Added Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Data not Added"
}
				
			

Timesheets - Delete a Timesheet

DELETE

yourdomain.com/api/timesheets/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
ididID for data Deletion.

Error 4xx

JSON
NameDescription
				
					Success-Response:
HTTP/1.1 200 OK
 {
     "status": true,
     "message": "Delete Successful."
 }
				
			
				
					Error-Response:
   HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "Delete Fail."
}
				
			

Timesheets - Request Timesheet Information

GET

yourdomain.com/api/timesheets/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

id

Data id ID.

Success 200

FieldTypeDescription
DataObjectInformation

Error 4xx

JSON
NameDescription

DataNotFound

The id of the data was not found.
				
					Success-Response:
HTTP/1.1 200 OK
[
    {
        "task_id": "2",
        "start_time": "10:00:00",
        "end_time": "12:00:00",
        "staff_id ": "2",
        "hourly_rate": "5.00",
        "note": "testing note",
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "No data were found"
}
				
			

Timesheets - Request all Timesheets

GET

yourdomain.com/api/timesheets/

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription
DataObjectInformation

Error 4xx

JSON
NameDescription

DataNotFound

The id of the data was not found.
				
					Success-Response:
HTTP/1.1 200 OK
[
    {
        "task_id": "2",
        "start_time": "10:00:00",
        "end_time": "12:00:00",
        "staff_id ": "2",
        "hourly_rate": "5.00",
        "note": "testing note",
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "No data were found"
}
				
			

Timesheets - Update a Timesheet

PUT

yourdomain.com/api/timesheets/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
ididID for update data.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Data Update Successful."
}
				
			
				
					Error-Response:
    HTTP/1.1 404 Not Found
 {
      "status": false,
      "message": "Data Not Acceptable OR Not Provided"
 }

{
   "status": false,
   "message": "Data Update Fail."
}
				
			

Calendar Events

Calendar_Events - Create a new Calendar Event

POST

yourdomain.com/api/calendar/

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
titleStringRequired event title.
description

String

Optional event description.
startDateRequired event start date.
reminder_before_typeStringRequired value of reminder before type.
reminder_before

Number

Required value of reminder before.
color

String

Optional event color.
userid

Number

Required user id.
isstartnotified

Number

Required isstartnotified status.
public

Number

Required public status.
				
					Success-Response:
HTTP/1.1 200 OK
 {
     "status": true,
     "message": "Data Added Successfully"
 }
				
			
				
					Error-Response:
   HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "Data Creation Failed"
}
				
			

Calendar_Events - Delete a Calendar Event

DELETE

yourdomain.com/api/calendar/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
IDNumber

ID for data Deletion.

				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Data Deleted Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Data Delete Fail"
}
				
			

Calendar_Events - Get All Calendar Events

GET

yourdomain.com/api/calendar/

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area
				
					Success-Response:
HTTP/1.1 200 OK
[
    {
        "eventid": "1",
        "title": "Hello",
        "description": "test",
        "userid": "1",
        "start": "2023-12-12 07:00:00",
        "end": 2023-12-12 07:00:00,
        "public": "1",
        "color": "#03a9f4",
        "isstartnotified": "0",
        "reminder_before": "30",
        "reminder_before_type": "minutes"
    },
    {
        "eventid": "2",
        "title": "Hello2",
        "description": "test2",
        "userid": "2",
        "start": "2022-12-12 07:00:00",
        "end": 2022-12-12 07:00:00,
        "public": "0",
        "color": "#03a9f4",
        "isstartnotified": "0",
        "reminder_before": "3",
        "reminder_before_type": "hours"
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "No data were found"
}
				
			

Calendar_Events - Request Specific Event Information

GET

yourdomain.com/api/calendar/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
ididEvent data by id.
				
					Success-Response:
HTTP/1.1 200 OK
[
    {
        "eventid": "1",
        "title": "Hello",
        "description": "test",
        "userid": "1",
        "start": "2023-12-12 07:00:00",
        "end": 2023-12-12 07:00:00,
        "public": "1",
        "color": "#03a9f4",
        "isstartnotified": "0",
        "reminder_before": "30",
        "reminder_before_type": "minutes"
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
    "status": false,
    "message": "No data were found"
}
				
			

Calendar_Events - Update a Calendar Event

PUT

yourdomain.com/api/calendar/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
unique

id

ID for update data.

				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Data Update Successful."
}
				
			
				
					Error-Response:
   HTTP/1.1 404 Not Found
{
     "status": false,
     "message": "Data Update Fail"
}
				
			

Contacts

Contacts - Add New Contact

POST

yourdomain.com/api/contacts/

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
customer_idNumberMandatory Customer id.
firstname

String

Mandatory First Name
lastnameStringMandatory Last Name
email

String

Mandatory E-mail
title (optional)StringOptional Position
phonenumber (optional)

String

Optional Phone Number
direction (optional)StringOptional Direction (rtl or ltr) Default value: rtl
password (optional)StringOptional password (only required if you pass send_set_password_email parameter)
is_primary (optional)

String

Optional Primary Contact (set on or don't pass it) Default value: on

donotsendwelcomeemail (optional)(optional)

String

Optional Do Not Send Welcome Email (set on or don't pass it)
send_set_password_email (optional)

String

Optional Send Set Password Email (set on or don't pass it)
permissions (optional)

Array

Optional Permissions for this contact(["1", "2", "3", "4", "5", "6" ]) [ "1", // Invoices permission "2", // Estimates permission "3", // Contracts permission "4", // Proposals permission "5", // Support permission "6" // Projects permission ]
invoice_emails (optional)

String

Optional E-Mail Notification for Invoices (set value same as name or don't pass it) Default value: invoice_emails

estimate_emails (optional)

String

Optional E-Mail Notification for Estimate (set value same as name or don't pass it) Default value: estimate_emails

credit_note_emails (optional)

String

Optional E-Mail Notification for Credit Note (set value same as name or don't pass it) Default value: credit_note_emails

project_emails (optional)

String

Optional E-Mail Notification for Project (set value same as name or don't pass it) Default value: project_emails

ticket_emails (optional)

String

Optional E-Mail Notification for Tickets (set value same as name or don't pass it) Default value: ticket_emails

task_emails (optional)

String

Optional E-Mail Notification for Task (set value same as name or don't pass it) Default value: task_emails

contract_emails (optional)

String

Optional E-Mail Notification for Contract (set value same as name or don't pass it) Default value: contract_emails

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Contact added successfully.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Contact add fail
email

String

This Email is already exists
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Contact added successfully"
}
				
			
				
					Error-Response:
Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Contact add fail"
}
				
			

Contacts - Delete Contact

DELETE

yourdomain.com/api/delete/contacts/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
customer_id

Number

unique Customer id

Success 200

FieldTypeDescription

status

String

Request status.

message

StringContact Deleted Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Contact Delete Fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Contact Deleted Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Contact Delete Fail"
}
				
			

Contacts - List all Contacts of a Customer

GET

yourdomain.com/api/contacts/:customer_id/:contact_id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

customer_id

Number

Mandatory Customer unique ID
contact_id

Number

Optional Contact unique ID Note : if you don't pass Contact id then it will list all contacts of the customer

Success 200

FieldTypeDescription
ContactObjectContact information

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found
				
					Success-Response:
    HTTP/1.1 200 OK
	{
		"id": "6",
		"userid": "1",
		"company": "xyz",
		"vat": "",
		"phonenumber": "1234567890",
		"country": "0",
		"city": "",
		"zip": "360005",
		"state": "",
		"address": "",
		"website": "",
		"datecreated": "2020-08-19 20:07:49",
		"active": "1",
		"leadid": null,
		"billing_street": "",
		"billing_city": "",
		"billing_state": "",
		"billing_zip": "",
		"billing_country": "0",
		"shipping_street": "",
		"shipping_city": "",
		"shipping_state": "",
		"shipping_zip": "",
		"shipping_country": "0",
		"longitude": null,
		"latitude": null,
		"default_language": "english",
		"default_currency": "0",
		"show_primary_contact": "0",
		"stripe_id": null,
		"registration_confirmed": "1",
		"addedfrom": "1"
	}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Contacts - Search Contact Information

GET

yourdomain.com/api/contacts/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords

Success 200

FieldTypeDescription
ContactObjectContact information

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found
				
					Success-Response:
 HTTP/1.1 200 OK
 {
    "id": "8",
    "userid": "1",
    "is_primary": "0",
    "firstname": "chirag",
    "lastname": "jagani",
    "email": "useremail@gmail.com",
    "phonenumber": "",
    "title": null,
    "datecreated": "2020-05-19 20:07:49",
    "password": "$2a$08$6DLJFalqvJGVymCwW2ppNe9HOG5YUP04vzthXZjOFFUQknxfG6QHe",
    "new_pass_key": null,
    "new_pass_key_requested": null,
    "email_verified_at": "2020-08-28 21:36:06",
    "email_verification_key": null,
    "email_verification_sent_at": null,
    "last_ip": null,
    "last_login": null,
    "last_password_change": null,
    "active": "1",
    "profile_image": null,
    "direction": null,
    "invoice_emails": "0",
    "estimate_emails": "0",
    "credit_note_emails": "0",
    "contract_emails": "0",
    "task_emails": "0",
    "project_emails": "0",
    "ticket_emails": "0",
    "company": "trueline",
    "vat": "",
    "country": "0",
    "city": "",
    "zip": "",
    "state": "",
    "address": "",
    "website": "",
    "leadid": null,
    "billing_street": "",
    "billing_city": "",
    "billing_state": "",
    "billing_zip": "",
    "billing_country": "0",
    "shipping_street": "",
    "shipping_city": "",
    "shipping_state": "",
    "shipping_zip": "",
    "shipping_country": "0",
    "longitude": null,
    "latitude": null,
    "default_language": "english",
    "default_currency": "0",
    "show_primary_contact": "0",
    "stripe_id": null,
    "registration_confirmed": "1",
    "addedfrom": "1"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Contacts - Update Contact Information

PUT

yourdomain.com/api/contacts/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Mandatory Customer Contact id.

firstname

String

Mandatory First Name

lastname

String

Mandatory Last Name

email

String

Mandatory E-mail

title (optional)

String

Optional Position

phonenumber (optional)

String

Optional Phone Number

direction (optional)

String

Optional Direction (rtl or ltr) Default value: rtl

password (optional)

String

Optional password (only required if you pass send_set_password_email parameter)

is_primary (optional)

String

Optional Primary Contact (set on or don't pass it) Default value: on

donotsendwelcomeemail (optional)(optional)

String

Optional Do Not Send Welcome Email (set on or don't pass it)

send_set_password_email (optional)

String

Optional Send Set Password Email (set on or don't pass it)

permissions (optional)

Array

Optional Permissions for this contact(["1", "2", "3", "4", "5", "6" ])
[
"1", // Invoices permission
"2", // Estimates permission
"3", // Contracts permission
"4", // Proposals permission
"5", // Support permission
"6" // Projects permission
]

invoice_emails (optional)

String

Optional E-Mail Notification for Invoices (set value same as name or don't pass it) Default value: invoice_emails

estimate_emails (optional)

String

Optional E-Mail Notification for Estimate (set value same as name or don't pass it) Default value: estimate_emails

credit_note_emails (optional)

String

Optional E-Mail Notification for Credit Note (set value same as name or don't pass it) Default value: credit_note_emails

project_emails (optional)

String

Optional E-Mail Notification for Project (set value same as name or don't pass it) Default value: project_emails

ticket_emails (optional)

String

Optional E-Mail Notification for Tickets (set value same as name or don't pass it) Default value: ticket_emails

task_emails (optional)

String

Optional E-Mail Notification for Task (set value same as name or don't pass it) Default value: task_emails

contract_emails (optional)

String

Optional E-Mail Notification for Contract (set value same as name or don't pass it) Default value: contract_emails

Success 200

NameTypeDescription

status

Boolean

Request status.

message

String

Contact updated successful

Error 4xx

NameTypeDescription
emailStringThis Email is already exists

status

Boolean

Request status.

message

String

Contact add fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Contact Updated Successfully"
}
				
			
				
					Error-Response:
Error-Response:
    HTTP/1.1 409 Conflict
    {
      "status": false,
      "error": {
			"email":"This Email is already exists"
		},
		"message": "This Email is already exists"
    }
				
			

Contracts

Contracts - Add New Contract

POST

yourdomain.com/api/contracts

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
subjectStringMandatory. Contract subject
datestartDateMandatory. Contract start date
clientNumberMandatory. Customer ID
dateendDateOptional. Contract end date
contract_type

Number

Optional. Contract type

contract_value

Number

Optional. Contract value

description

String

Optional. Contract description
content

String

Optional. Contract content

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Contracts Added Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Contract add fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Contract Added Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Contract ID Exists"
}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "newitems[]": "The Start date field is required"
	    },
	    "message": "<p>The Start date field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "subtotal": "The Subject field is required"
	    },
	    "message": "<p>The Subject field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "total": "The Customer ID is required"
	    },
	    "message": "<p>The Customer ID is required</p>\n"
	}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Contract ID Exists"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Contract ID Exists"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Contract ID Exists"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Contract ID Exists"
}
				
			

Contracts - Delete Contract

DELETE

yourdomain.com/api/contracts/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription

status

String

Request status.

message

StringContact Deleted Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Contract Delete Fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Contract Deleted Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Contract Delete Fail"
}
				
			

Contracts - Request Contract information

GET

yourdomain.com/api/contracts/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
idNumberContact unique ID

Success 200

FieldTypeDescription

Contact

Objectinformation.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found
				
					Success-Response:
  HTTP/1.1 200 OK
	    {
	    "id": "1",
	    "content": "",
	    "description": "Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.",
	    "subject": "New Contract",
	    "client": "9",
	    "datestart": "2022-11-21",
	    "dateend": "2027-11-21",
	    "contract_type": "1",
	    "project_id": "0",
	    "addedfrom": "1",
	    "dateadded": "2022-11-21 12:45:58",
	    "isexpirynotified": "0",
	    "contract_value": "13456.00",
	    "trash": "0",
	    "not_visible_to_client": "0",
	    "hash": "31caaa36b9ea1f45a688c7e859d3ae70",
	    "signed": "0",
	    "signature": null,
	    "marked_as_signed": "0",
	    "acceptance_firstname": null,
	    "acceptance_lastname": null,
	    "acceptance_email": null,
	    "acceptance_date": null,
	    "acceptance_ip": null,
	    "short_link": null,
	    "name": "Development Contracts",
	    "userid": "9",
	    "company": "8web",
	    "vat": "",
	    "phonenumber": "",
	    "country": "0",
	    "city": "",
	    "zip": "",
	    "state": "",
	    "address": "",
	    "website": "",
	    "datecreated": "2022-08-11 14:07:26",
	    "active": "1",
	    "leadid": null,
	    "billing_street": "",
	    "billing_city": "",
	    "billing_state": "",
	    "billing_zip": "",
	    "billing_country": "0",
	    "shipping_street": "",
	    "shipping_city": "",
	    "shipping_state": "",
	    "shipping_zip": "",
	    "shipping_country": "0",
	    "longitude": null,
	    "latitude": null,
	    "default_language": "",
	    "default_currency": "0",
	    "show_primary_contact": "0",
	    "stripe_id": null,
	    "registration_confirmed": "1",
	    "type_name": "Development Contracts",
	    "attachments": [],
	    "customfields": [],
	    }
				
			

Credit Notes

Credit_Notes - Add New Credit Notes

POST

yourdomain.com/api/credit_notes

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

clientid

Number

Mandatory. Customer id

date

Date

Mandatory. Credit Note Date

number

Number

Mandatory. Credit Note Number

currency

Number

Mandatory. currency field

newitems

Array

Mandatory. New Items to be added

billing_street

String

Optional. Street Address

billing_city (optional)

String

Optional. City Name for billing

billing_state (optional)

String

Optional. Name of state for billing

billing_zip (optional)

Number

Optional. Zip code
billing_country (optional)

Number

Optional. Country code
shipping_street (optional)

String

Optional. Address of shipping
shipping_city (optional)

String

Optional. City name for shipping
shipping_state (optional)

String

Optional. Name of state for shipping
shipping_zip (optional)

Number

Optional. Zip code for shipping

shipping_country (optional)

Number

Optional. Country code
discount_type (optional)

String

Optional. before_tax / after_tax discount type
Admin (optional)

String

Note] Optional. Admin Note

subtotalDecimalMandatory. calculation based on item Qty, Rate and Tax
total

Decimal

Mandatory. calculation based on subtotal, Discount and
clientnote (optional)

String

Optional. client notes
terms (optional)

String

Optional. Terms

Success 200

NameTypeDescription

status

Boolean

Request status.

message

String

Credit Note Added Successfully

Error 4xx

FieldTypeDescription

status

Boolean

Request status.

message

String

Credit Note add fail

newitems[]

String

The Items field is required

number

String

The Credit Note number is already in use

subtotal

String

The Sub Total field is required

total

String

The Total field is required

				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Credit Note Added Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Credit Note Add Fail"
}
				
			
				
					Error-Response:
    HTTP/1.1 409 Conflict
    {
      "status": false,
      "error": {
			"number":"The Credit Note number is already in use"
		},
		"message": "The Credit Note number is already in use"
    }
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "newitems[]": "The Items field is required"
	    },
	    "message": "<p>The Items field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "subtotal": "The Sub Total field is required"
	    },
	    "message": "<p>The Sub Total field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "total": "The Total field is required"
	    },
	    "message": "<p>The Total field is required</p>\n"
	}
				
			

Credit_Notes - Delete Credit Note

DELETE

yourdomain.com/api/credit_notes/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Credit Note Deleted Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Credit Note Delete Fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Credit Note Deleted Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Credit Note Delete Fail"
}
				
			

Credit_Notes - Request Credit notes information

GET

yourdomain.com/api/credit_notes/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription
Credit

Object

notes information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
    HTTP/1.1 200 OK
    {
	        "id": "2",
	        "clientid": "1",
	        "deleted_customer_name": null,
	        "number": "2",
        "prefix": "CN-",
	        "number_format": "1",
	        "datecreated": "2021-07-30 16:29:46",
	        "date": "2021-08-02",
	        "adminnote": "adminnote2",
        "terms": "",
	        "clientnote": "",
	        "currency": "1",
	        "subtotal": "1200.00",
	        "total_tax": "0.00",
	        "total": "1200.00",
	        "adjustment": "0.00",
	        "addedfrom": "1",
	        "status": "1",
	        "project_id": "0",
	        "discount_percent": "0.00",
	        "discount_total": "0.00",
	        "discount_type": "",
	        "billing_street": "Test",
	        "billing_city": "Test",
	        "billing_state": "Test",
	        "billing_zip": "3000",
	        "billing_country": "102",
	        "shipping_street": "Test",
	        "shipping_city": "Test",
	        "shipping_state": "Test",
	        "shipping_zip": "3000",
	        "shipping_country": "102",
	        "include_shipping": "1",
	        "show_shipping_on_credit_note": "1",
	        "show_quantity_as": "1",
	        "reference_no": "",
	        "userid": "1",
	        "company": "Test",
	        "vat": "",
	        "phonenumber": "01324568903",
	        "country": "102",
	        "city": "Test",
	        "zip": "3000",
	        "state": "Test",
	        "address": "Test",
	        "website": "",
	        "active": "1",
	        "leadid": null,
	        "longitude": null,
	        "latitude": null,
	        "default_language": "",
	        "default_currency": "0",
	        "show_primary_contact": "0",
	        "stripe_id": null,
	        "registration_confirmed": "1",
	        "credit_note_id": "2",
	        "customfields": []
	    }
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Credit_Notes - Search credit notes item information

GET

yourdomain.com/api/credit_notes/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords

Success 200

FieldTypeDescription
credit

Object

notes Information
				
					Success-Response:
	HTTP/1.1 200 OK
    {
	        "id": "2",
	        "clientid": "1",
	        "deleted_customer_name": null,
	        "number": "2",
        "prefix": "CN-",
	        "number_format": "1",
	        "datecreated": "2021-07-30 16:29:46",
	        "date": "2021-08-02",
	        "adminnote": "adminnote2",
        "terms": "",
	        "clientnote": "",
	        "currency": "1",
	        "subtotal": "1200.00",
	        "total_tax": "0.00",
	        "total": "1200.00",
	        "adjustment": "0.00",
	        "addedfrom": "1",
	        "status": "1",
	        "project_id": "0",
	        "discount_percent": "0.00",
	        "discount_total": "0.00",
	        "discount_type": "",
	        "billing_street": "Test",
	        "billing_city": "Test",
	        "billing_state": "Test",
	        "billing_zip": "3000",
	        "billing_country": "102",
	        "shipping_street": "Test",
	        "shipping_city": "Test",
	        "shipping_state": "Test",
	        "shipping_zip": "3000",
	        "shipping_country": "102",
	        "include_shipping": "1",
	        "show_shipping_on_credit_note": "1",
	        "show_quantity_as": "1",
	        "reference_no": "",
	        "userid": "1",
	        "company": "test",
	        "vat": "",
	        "phonenumber": "01324568903",
	        "country": "102",
	        "city": "Test",
	        "zip": "3000",
	        "state": "Test",
	        "address": "Test",
	        "website": "",
	        "active": "1",
	        "leadid": null,
	        "longitude": null,
	        "latitude": null,
	        "default_language": "",
	        "default_currency": "0",
	        "show_primary_contact": "0",
	        "stripe_id": null,
	        "registration_confirmed": "1",
	        "credit_note_id": "2",
	        "customfields": []
	    }
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Credit_Notes - Update a Credit Note

PUT

yourdomain.com/api/credit_notes

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

clientid

Number

Mandatory. Customer id

date

Date

Mandatory. Credit Note Date

number

Number

Mandatory. Credit Note Number

currency

Number

Mandatory. currency field

newitems

Array

Mandatory. New Items to be added

items

Array

Mandatory. Existing items with Id
removed_items

Array

Optional. Items to be removed

billing_street

String

Optional. Street Address

billing_city (optional)

String

Optional. City Name for billing

billing_state (optional)

String

Optional. Name of state for billing

billing_zip (optional)

Number

Optional. Zip code

billing_country (optional)

Number

Optional. Country code

shipping_street (optional)

String

Optional. Address of shipping

shipping_city (optional)

String

Optional. City name for shipping

shipping_state (optional)

String

Optional. Name of state for shipping

shipping_zip (optional)

Number

Optional. Zip code for shipping

shipping_country (optional)

Number

Optional. Country code

discount_type (optional)

String

Optional. before_tax / after_tax discount type

Admin (optional)

String

Note] Optional. Admin Note

subtotal

Decimal

Mandatory. calculation based on item Qty, Rate and Tax

total

Decimal

Mandatory. calculation based on subtotal, Discount and

clientnote (optional)

String

Optional. client notes

terms (optional)

String

Optional. Terms

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Credit Note Updated Successfully

Error 4xx

FieldTypeDescription

status

Boolean

Request status.

message

String

Credit Note Update Fail

newitems[]

String

The Items field is required

number

String

The Credit Note number is already in use

subtotal

String

The Sub Total field is required

total

String

The Total field is required

				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Credit Note Updated Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Credit Note Update Fail"
}
				
			
				
					Error-Response:
    HTTP/1.1 409 Conflict
    {
      "status": false,
      "error": {
			"number":"The Credit Note number is already in use"
		},
		"message": "The Credit Note number is already in use"
    }
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "newitems[]": "The Items field is required"
	    },
	    "message": "<p>The Items field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "subtotal": "The Sub Total field is required"
	    },
	    "message": "<p>The Sub Total field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "total": "The Total field is required"
	    },
	    "message": "<p>The Total field is required</p>\n"
	}
				
			

Custom Fields

Custom_Fields - Add Custom Fields

Submit URL for POST request of the custom fields remains the same for each endpoint (ie api/contacts for Contacts endpoint, api/invoices for Invoices endpoint, etc..)

In this example, we will use the following form data which corresponds to the following custom field types:

custom_fields[invoice][1] = Input Type
custom_fields[invoice][2] = Number
custom_fields[invoice][3] = Textarea
custom_fields[invoice][4] = Radio
custom_fields[invoice][5] = Checkbox
custom_fields[invoice][6] = Multiselect
custom_fields[invoice][7] = Date
custom_fields[invoice][8] = Datetime
custom_fields[invoice][9] = Color
custom_fields[invoice][10] = Link

POST

yourdomain.com/N/A

Parameter

FieldTypeDescription

custom_fields[customFieldType]

string/array

Custom Field Key should be same as field_name returned from Search custom field values' information

				
					Success-Response:
HTTP/1.1 200 OK
 Same as Original request
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
Same as Original request
				
			

Custom_Fields - Delete Custom Fields

To remove particular custom field value you can use Update action and an empty value in the custom field. Note: When you delete any record the corresponding custom field data will be automatically deleted.

DELETE

yourdomain.com/N/A

Custom_Fields - Request Custom Fields

Custom fields’ data will be returned combined with other request’s information during the initial GET request of each available endpoint (Contacts, Invoices etc) with their respective label and value key

GET

yourdomain.com/N/A
				
					Success-Response:
HTTP/1.1 200 OK
    {
        "id": "1",
        "sent": "0",
        "datesend": null,
        "clientid": "1",
        "deleted_customer_name": null,
        "number": "10",
        "prefix": "INV-",
        "number_format": "1",
        "datecreated": "2021-05-14 00:44:52",
        "date": "2021-08-28",
        "duedate": "2021-09-27",
        "currency": "1",
        "subtotal": "110.00",
        "total_tax": "0.00",
        "total": "110.00",
        "adjustment": "0.00",
        "addedfrom": "0",
        "hash": "4222d2f53404324ea73535d3c0f2c3f0",
        "status": "1",
        "clientnote": "",
        "adminnote": "",
        "last_overdue_reminder": null,
        "cancel_overdue_reminders": "1",
        "allowed_payment_modes": "a:2:{i:0;s:1:\"1\";i:1;s:1:\"2\";}",
        "token": null,
        "discount_percent": "0.00",
        "discount_total": "0.00",
        "discount_type": "",
        "recurring": "0",
        "recurring_type": null,
        "custom_recurring": "0",
        "cycles": "0",
        "total_cycles": "0",
        "is_recurring_from": null,
        "last_recurring_date": null,
        "terms": "",
        "sale_agent": "0",
        "billing_street": "billing address",
        "billing_city": "billing city name",
        "billing_state": "billing state name",
        "billing_zip": "billing zip code",
        "billing_country": "0",
        "shipping_street": "shipping address",
        "shipping_city": "city name",
        "shipping_state": "state name",
        "shipping_zip": "zip code",
        "shipping_country": "0",
        "include_shipping": "1",
        "show_shipping_on_invoice": "1",
        "show_quantity_as": "1",
        "project_id": "0",
        "subscription_id": "0",
        "short_link": null,
        "symbol": "$",
        "name": "USD",
        "decimal_separator": ".",
        "thousand_separator": ",",
        "placement": "before",
        "isdefault": "1",
        "currencyid": "1",
        "currency_name": "USD",
        "total_left_to_pay": "110.00",
        "items": [
            {
                "id": "1",
                "rel_id": "1",
                "rel_type": "invoice",
                "description": "item description",
                "long_description": "item long description",
                "qty": "1.00",
                "rate": "10.00",
                "unit": "1",
                "item_order": "1",
                "customfields": [
                    {
                        "label": "Input 1",
                        "value": "test 12 item 1"
                    },
                    {
                        "label": "Number 1",
                        "value": "10"
                    },
                    {
                        "label": "Textarea 1",
                        "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"
                    },
                    {
                        "label": "Select 1",
                        "value": "Option 1"
                    },
                    {
                        "label": "Multiselect 1",
                        "value": "Option 1, Option 2"
                    },
                    {
                        "label": "Checkbox 1",
                        "value": "Option 1, Option 3"
                    },
                    {
                        "label": "Datepicker 1",
                        "value": "2021-05-06"
                    },
                    {
                        "label": "Datetime Picker 1",
                        "value": "2021-05-06 00:23:25"
                    },
                    {
                        "label": "Colorpicker 1",
                        "value": "#ffffff"
                    },
                    {
                        "label": "Hyperlink 1",
                        "value": "<a>Link</a>"
                    }
                ]
            },
            {
                "id": "2",
                "rel_id": "1",
                "rel_type": "invoice",
                "description": "updated item 2 description",
                "long_description": "updated item 2 logn description",
                "qty": "1.00",
                "rate": "100.00",
                "unit": "",
                "item_order": "2",
                "customfields": [
                    {
                        "label": "Input 1",
                        "value": "test 12 item 2"
                    },
                    {
                        "label": "Number 1",
                        "value": "10"
                    },
                    {
                        "label": "Textarea 1",
                        "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"
                    },
                    {
                        "label": "Select 1",
                        "value": "Option 1"
                    },
                    {
                        "label": "Multiselect 1",
                        "value": "Option 1, Option 2"
                    },
                    {
                        "label": "Checkbox 1",
                        "value": "Option 1, Option 3"
                    },
                    {
                        "label": "Datepicker 1",
                        "value": "2021-05-06"
                    },
                    {
                        "label": "Datetime Picker 1",
                        "value": "2021-05-06 00:23:25"
                    },
                    {
                        "label": "Colorpicker 1",
                        "value": "#ffffff"
                    },
                    {
                        "label": "Hyperlink 1",
                        "value": "<a>Link</a>"
                    }
                ]
            }
        ],
        "attachments": [],
        "visible_attachments_to_customer_found": false,
        "client": {
            "userid": "1",
            "company": "updated company",
            "vat": "",
            "phonenumber": "",
            "country": "0",
            "city": "",
            "zip": "",
            "state": "",
            "address": "",
            "website": "",
            "datecreated": "2021-05-14 00:15:06",
            "active": "1",
            "leadid": null,
            "billing_street": "",
            "billing_city": "",
            "billing_state": "",
            "billing_zip": "",
            "billing_country": "0",
            "shipping_street": "",
            "shipping_city": "",
            "shipping_state": "",
            "shipping_zip": "",
            "shipping_country": "0",
            "longitude": null,
            "latitude": null,
            "default_language": "",
            "default_currency": "0",
            "show_primary_contact": "0",
            "stripe_id": null,
            "registration_confirmed": "1",
            "addedfrom": "0"
        },
        "payments": [],
        "scheduled_email": null,
        "customfields": [
            {
                "label": "Input 1",
                "value": "test 12"
            },
            {
                "label": "Number 1",
                "value": "10"
            },
            {
                "label": "Textarea 1",
                "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"
            },
            {
                "label": "Select 1",
                "value": "Option 1"
            },
            {
                "label": "Multiselect 1",
                "value": "Option 1, Option 2"
            },
            {
                "label": "Checkbox 1",
                "value": "Option 1, Option 3"
            },
            {
                "label": "Datepicker 1",
                "value": "2021-05-06"
            },
            {
                "label": "Datetime Picker 1",
                "value": "2021-05-06 00:23:25"
            },
            {
                "label": "Colorpicker 1",
                "value": "#ffffff"
            },
            {
                "label": "Hyperlink 1",
                "value": "<a>Link</a>"
            }
        ]
    }
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
Same as Original request
				
			

Custom_Fields - Request Values of Custom Fields

GET

yourdomain.com/api/custom_fields/:FieldBelongsto/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

FieldBelongsto

string

Belongs to Mandatory Field Belongs to.

Allowed values:
"Company",
"Leads",
"Customers",
"Contacts",
"Staff",
"Contracts",
"Tasks",
"Expenses",
"Invoice",
"Items",
"Note",
"Estimate",
"Contract",
"Proposal",
"Projects",
"Tickets"

id (optional)NumberOptional unique ID.

Success 200

FieldTypeDescription
CustomObjectCustom Fields information with values.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
  HTTP/1.1 200 OK
[
    {
        "field_name": "custom_fields[invoice][1]",
        "custom_field_id": "1",
        "label": "Input 1",
        "required": "0",
        "type": "input",
        "value": "input1 data"
    },
    {
        "field_name": "custom_fields[invoice][2]",
        "custom_field_id": "2",
        "label": "Number 1",
        "required": "0",
        "type": "number",
        "value": "12"
    },
    {
        "field_name": "custom_fields[invoice][3]",
        "custom_field_id": "3",
        "label": "Textarea 1",
        "required": "0",
        "type": "textarea",
        "value": "textarea content"
    },
    {
        "field_name": "custom_fields[invoice][4]",
        "custom_field_id": "4",
        "label": "Select 1",
        "required": "0",
        "type": "select",
        "value": "[\"Option 1\"]",
        "options": "[\"Option 1\",\"Option 2\",\"Option 3\"]"
    },
    {
        "field_name": "custom_fields[invoice][5]",
        "custom_field_id": "5",
        "label": "Multiselect 1",
        "required": "0",
        "type": "multiselect",
        "value": "[\"Option 1\",\" Option 2\"]",
        "options": "[\"Option 1\",\"Option 2\",\"Option 3\"]"
    },
    {
        "field_name": "custom_fields[invoice][6]",
        "custom_field_id": "6",
        "label": "Checkbox 1",
        "required": "0",
        "type": "checkbox",
        "value": "[\"Option 1\",\" Option 2\"]",
        "options": "[\"Option 1\",\"Option 2\",\"Option 3\"]"
    },
    {
        "field_name": "custom_fields[invoice][7]",
        "custom_field_id": "7",
        "label": "Datepicker 1",
        "required": "0",
        "type": "date_picker",
        "value": "2021-05-16"
    },
    {
        "field_name": "custom_fields[invoice][8]",
        "custom_field_id": "8",
        "label": "Datetime Picker 1",
        "required": "0",
        "type": "date_picker_time",
        "value": "2021-05-25 23:06:00"
    },
    {
        "field_name": "custom_fields[invoice][9]",
        "custom_field_id": "9",
        "label": "Colorpicker 1",
        "required": "0",
        "type": "colorpicker",
        "value": "#8f1b1b"
    },
    {
        "field_name": "custom_fields[invoice][10]",
        "custom_field_id": "10",
        "label": "Hyperlink 1",
        "required": "0",
        "type": "link",
        "value": "<a href=\"https://google.com\" target=\"_blank\">google</a>"
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Custom_Fields - Search custom field values' information

Custom fields’ data will be returned combined with other request’s information during the initial SEARCH request of each available endpoint (Contacts, Invoices etc) with their respective label and value key

GET

yourdomain.com/N/A
				
					Success-Response:
HTTP/1.1 200 OK
    [
        {
            "id": "1",
            "sent": "0",
            "datesend": null,
            "clientid": "1",
            "deleted_customer_name": null,
            "number": "10",
            "prefix": "INV-",
            "number_format": "1",
            "datecreated": "2021-05-14 00:15:06",
            "date": "2021-08-28",
            "duedate": "2021-09-27",
            "currency": "1",
            "subtotal": "110.00",
            "total_tax": "0.00",
            "total": "110.00",
            "adjustment": "0.00",
            "addedfrom": "0",
            "hash": "4222d2f53404324ea73535d3c0f2c3f0",
            "status": "1",
            "clientnote": "",
            "adminnote": "",
            "last_overdue_reminder": null,
            "cancel_overdue_reminders": "1",
            "allowed_payment_modes": "a:2:{i:0;s:1:\"1\";i:1;s:1:\"2\";}",
            "token": null,
            "discount_percent": "0.00",
            "discount_total": "0.00",
            "discount_type": "",
            "recurring": "0",
            "recurring_type": null,
            "custom_recurring": "0",
            "cycles": "0",
            "total_cycles": "0",
            "is_recurring_from": null,
            "last_recurring_date": null,
            "terms": "",
            "sale_agent": "0",
            "billing_street": "",
            "billing_city": "",
            "billing_state": "",
            "billing_zip": "",
            "billing_country": "0",
            "shipping_street": "",
            "shipping_city": "",
            "shipping_state": "",
            "shipping_zip": "",
            "shipping_country": "0",
            "include_shipping": "1",
            "show_shipping_on_invoice": "1",
            "show_quantity_as": "1",
            "project_id": "0",
            "subscription_id": "0",
            "short_link": null,
            "userid": "1",
            "company": "updated company",
            "vat": "",
            "phonenumber": "",
            "country": "0",
            "city": "",
            "zip": "",
            "state": "",
            "address": "",
            "website": "",
            "active": "1",
            "leadid": null,
            "longitude": null,
            "latitude": null,
            "default_language": "",
            "default_currency": "0",
            "show_primary_contact": "0",
            "stripe_id": null,
            "registration_confirmed": "1",
            "invoiceid": "1",
            "customfields": [
                {
                    "label": "Input 1",
                    "value": "test 12"
                },
                {
                    "label": "Number 1",
                    "value": "10"
                },
                {
                    "label": "Textarea 1",
                    "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"
                },
                {
                    "label": "Select 1",
                    "value": "Option 1"
                },
                {
                    "label": "Multiselect 1",
                    "value": "Option 1, Option 2"
                },
                {
                    "label": "Checkbox 1",
                    "value": "Option 1, Option 3"
                },
                {
                    "label": "Datepicker 1",
                    "value": "2021-05-06"
                },
                {
                    "label": "Datetime Picker 1",
                    "value": "2021-05-06 00:23:25"
                },
                {
                    "label": "Colorpicker 1",
                    "value": "#ffffff"
                },
                {
                    "label": "Hyperlink 1",
                    "value": "<a>Link</a>"
                }
            ]
        },
        {
            "id": "2",
            "sent": "0",
            "datesend": null,
            "clientid": "1",
            "deleted_customer_name": null,
            "number": "4",
            "prefix": "INV-",
            "number_format": "1",
            "datecreated": "2021-05-14 00:15:06",
            "date": "2021-05-28",
            "duedate": "2021-06-27",
            "currency": "1",
            "subtotal": "110.00",
            "total_tax": "0.00",
            "total": "110.00",
            "adjustment": "0.00",
            "addedfrom": "0",
            "hash": "630f8cc7ed2e6a70c4113ab24041bdf5",
            "status": "6",
            "clientnote": "",
            "adminnote": "",
            "last_overdue_reminder": null,
            "cancel_overdue_reminders": "1",
            "allowed_payment_modes": "a:2:{i:0;s:1:\"1\";i:1;s:1:\"2\";}",
            "token": null,
            "discount_percent": "0.00",
            "discount_total": "0.00",
            "discount_type": "",
            "recurring": "0",
            "recurring_type": null,
            "custom_recurring": "0",
            "cycles": "0",
            "total_cycles": "0",
            "is_recurring_from": null,
            "last_recurring_date": null,
            "terms": "",
            "sale_agent": "0",
            "billing_street": "",
            "billing_city": "",
            "billing_state": "",
            "billing_zip": "",
            "billing_country": "0",
            "shipping_street": "",
            "shipping_city": "",
            "shipping_state": "",
            "shipping_zip": "",
            "shipping_country": "0",
            "include_shipping": "1",
            "show_shipping_on_invoice": "1",
            "show_quantity_as": "1",
            "project_id": "0",
            "subscription_id": "0",
            "short_link": null,
            "userid": "1",
            "company": "updated company",
            "vat": "",
            "phonenumber": "",
            "country": "0",
            "city": "",
            "zip": "",
            "state": "",
            "address": "",
            "website": "",
            "active": "1",
            "leadid": null,
            "longitude": null,
            "latitude": null,
            "default_language": "",
            "default_currency": "0",
            "show_primary_contact": "0",
            "stripe_id": null,
            "registration_confirmed": "1",
            "invoiceid": "2",
            "customfields": [
                {
                    "label": "Input 1",
                    "value": "test 12"
                },
                {
                    "label": "Number 1",
                    "value": "10"
                },
                {
                    "label": "Textarea 1",
                    "value": "Lorem Ipsum is simply dummy text of the printing and typesetting industry"
                },
                {
                    "label": "Select 1",
                    "value": "Option 1"
                },
                {
                    "label": "Multiselect 1",
                    "value": "Option 1, Option 2"
                },
                {
                    "label": "Checkbox 1",
                    "value": "Option 1, Option 3"
                },
                {
                    "label": "Datepicker 1",
                    "value": "2021-05-06"
                },
                {
                    "label": "Datetime Picker 1",
                    "value": "2021-05-06 00:23:25"
                },
                {
                    "label": "Colorpicker 1",
                    "value": "#ffffff"
                },
                {
                    "label": "Hyperlink 1",
                    "value": "<a>Link</a>"
                }
            ]
        }
    ]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
Same as Original request
				
			

Custom_Fields - Update Custom Fields

Submit URL for PUT request of the custom fields remains the same for each endpoint (ie api/contacts for Contacts endpoint, api/invoices for Invoices endpoint, etc..)

In this example, we will use the following form data which corresponds to the following custom field types:

custom_fields[invoice][1] = Input Type
custom_fields[invoice][2] = Number
custom_fields[invoice][3] = Textarea
custom_fields[invoice][4] = Radio
custom_fields[invoice][5] = Checkbox
custom_fields[invoice][6] = Multiselect
custom_fields[invoice][7] = Date
custom_fields[invoice][8] = Datetime
custom_fields[invoice][9] = Color
custom_fields[invoice][10] = Link

PUT

yourdomain.com/N/A

Parameter

FieldTypeDescription

custom_fields[customFieldType]

string/array

Custom Field JSON should be same as below with field_name and custom_field_id returned from Search custom field values' information

				
					Success-Response:
HTTP/1.1 200 OK
 Same as Original request
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
Same as Original request
				
			

Customers

Customers - Add New Customer

POST

yourdomain.com/api/customers

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
company StringMandatory Customer company.
vat (optional)StringOptional Vat.
phonenumber (optional)StringOptional Customer Phone.
website (optional)StringOptional Customer Website.
groups_in (optional)Number[]Optional Customer groups.
default_language (optional)

String

Optional Customer Default Language.
default_currency (optional)

String

Optional default currency.
address (optional)

String

Optional Customer address.
city (optional)StringOptional Customer City.
state (optional)StringOptional Customer state.
zip (optional)

String

Optional Zip Code.

partnership_type (optional)

String

Optional Customer partnership type.
country (optional)

String

Optional country.
billing_street (optional)StringOptional Billing Address: Street.
billing_city (optional)StringOptional Billing Address: City.
billing_state (optional)NumberOptional Billing Address: State.
billing_zip (optional)

String

Optional Billing Address: Zip.
billing_country (optional)StringOptional Billing Address: Country.
shipping_street (optional)StringOptional Shipping Address: Street.
shipping_city (optional)

String

Optional Shipping Address: City.
shipping_state (optional)terms (optional)

String

Optional Shipping Address: State.
shipping_zip (optional)

String

Optional Shipping Address: Zip.
shipping_country (optional)

String

Optional Shipping Address: Country.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Customer add successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Customer add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Customer add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Customer add fail."
}
				
			

Customers - Delete a Customer

DELETE

yourdomain.com/api/delete/customers/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
idNumberCustomer unique ID.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Customer Delete Successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Customer Delete Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Customer Delete Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Customer Delete Fail."
}
				
			

Customers - Request customer information

GET

yourdomain.com/api/customers/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
idNumbercustomer unique ID.

Success 200

FieldTypeDescription
customer

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
     "id": "28",
     "name": "Test1",
     "description": null,
     "status": "1",
     "clientid": "11",
     "billing_type": "3",
     "start_date": "2019-04-19",
     "deadline": "2019-08-30",
     "customer_created": "2019-07-16",
     "date_finished": null,
     "progress": "0",
     "progress_from_tasks": "1",
     "customer_cost": "0.00",
     "customer_rate_per_hour": "0.00",
     "estimated_hours": "0.00",
     "addedfrom": "5",
     "rel_type": "customer",
     "potential_revenue": "0.00",
     "potential_margin": "0.00",
     "external": "E",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Customers - Search Customer Information

GET

yourdomain.com/api/customers/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords.

Success 200

FieldTypeDescription
customer

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
     "id": "28",
     "name": "Test1",
     "description": null,
     "status": "1",
     "clientid": "11",
     "billing_type": "3",
     "start_date": "2019-04-19",
     "deadline": "2019-08-30",
     "customer_created": "2019-07-16",
     "date_finished": null,
     "progress": "0",
     "progress_from_tasks": "1",
     "customer_cost": "0.00",
     "customer_rate_per_hour": "0.00",
     "estimated_hours": "0.00",
     "addedfrom": "5",
     "rel_type": "customer",
     "potential_revenue": "0.00",
     "potential_margin": "0.00",
     "external": "E",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Customers - Update a Customer

PUT

yourdomain.com/api/customers/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

company

String

Mandatory Customer company.

vat (optional)

String

Optional Vat.

phonenumber (optional)

String

Optional Customer Phone.

website (optional)

String

Optional Customer Website.

groups_in (optional)

Number[]

Optional Customer groups.

default_language (optional)

String

Optional Customer Default Language.

default_currency (optional)

String

Optional default currency.

address (optional)

String

Optional Customer address.

city (optional)

String

Optional Customer City.

state (optional)

String

Optional Customer state.

zip (optional)

String

Optional Zip Code.

country (optional)

String

Optional country

billing_street (optional)

String

Optional Billing Address: Street.

billing_city (optional)

String

Optional Billing Address: City.

billing_state (optional)

Number

Optional Billing Address: State.

billing_zip (optional)

String

Optional Billing Address: Zip.

billing_country (optional)

String

Optional Billing Address: Country.

shipping_street (optional)

String

Optional Shipping Address: Street.

shipping_city (optional)

String

Optional Shipping Address: City.

shipping_state (optional)

String

Optional Shipping Address: State.

shipping_zip (optional)/strong>

String

Optional Shipping Address: Zip.

shipping_country (optional)

String


Optional Shipping Address: Country.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Customer Update Successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Customer Update Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Customer Update Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Customer Update Fail."
}
				
			

Estimates

Estimates - Add New Estimates

POST

yourdomain.com/api/estimates

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

clientid

Number

Mandatory. Customer id

number

Number

Mandatory. Estimates Number

date

Date

Mandatory. Estimates Date
duedate (optional)

Date

Optional. Expiry Date of Estimates

currency

Number

Mandatory. currency field

subtotal

Decimal

Mandatory. calculation based on item Qty, Rate and Tax
total

Decimal

Mandatory. calculation based on subtotal, Discount and Adjustment

billing_street

String

Optional. Street Address

billing_city (optional)

String

Optional. City Name for billing

billing_state (optional)

String

Optional. Name of state for billing

billing_zip (optional)

Number

Optional. Zip code

billing_country (optional)

Number

Optional. Country code

shipping_street (optional)

String

Optional. Address of shipping

shipping_city (optional)

String

Optional. City name for shipping

shipping_state (optional)

String

Optional. Name of state for shipping

shipping_zip (optional)

Number

Optional. Zip code for shipping

shipping_country (optional)

Number

Optional. Country code

tags (optional)

String

Optional. TAGS comma separated
status (optional)NumberOptional. Status id (default status is Accepted)
Reference (optional)StringOptional. Reference name
sale_agent (optional)NumberOptional. Sale Agent name
adminnote (optional)

String

Optional. notes by admin
clientnote (optional)

String

Optional. client notes
terms (optional)

String

Optional. Terms

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Estimates Added Successfully

Error 4xx

FieldTypeDescription

status

Boolean

Request status.

message

String

Estimates add fail

newitems[]

String

The Items field is required

number

String

The Estimates number is already in use

subtotal

String

The Sub Total field is required

total

String

The Total field is required
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Estimates Added Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Estimates Add Fail"
}
				
			
				
					Error-Response:
    HTTP/1.1 409 Conflict
    {
      "status": false,
      "error": {
			"number":"The Estimates number is already in use"
		},
		"message": "The Estimates number is already in use"
    }
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "newitems[]": "The Items field is required"
	    },
	    "message": "<p>The Items field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "subtotal": "The Sub Total field is required"
	    },
	    "message": "<p>The Sub Total field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "total": "The Total field is required"
	    },
	    "message": "<p>The Total field is required</p>\n"
	}
				
			

Estimates - Delete Estimate

DELETE

yourdomain.com/api/estimates/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Estimates Deleted Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Estimate Delete Fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Estimate Deleted Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Estimate Delete Fail"
}
				
			

Estimates - Request Estimate information

GET

yourdomain.com/api/estimates/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
idNumberContact unique ID

Success 200

FieldTypeDescription
Estimates

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
  HTTP/1.1 200 OK
  {
	    "id": "1",
	    "sent": "0",
	    "datesend": null,
	    "clientid": "1",
	    "deleted_customer_name": null,
	    "project_id": "0",
	    "number": "1",
	    "prefix": "EST-",
	    "number_format": "1",
	    "hash": "b12ae9de6471d0cf153d7846f05128af",
	    "datecreated": "2021-07-31 11:06:49",
	    "date": "2021-07-31",
	    "expirydate": "2021-08-07",
	    "currency": "1",
	    "subtotal": "1200.00",
	    "total_tax": "0.00",
	    "total": "1200.00",
	    "adjustment": "0.00",
	    "addedfrom": "1",
	    "status": "1",
	    "clientnote": "",
	    "adminnote": "",
	    "discount_percent": "0.00",
	    "discount_total": "0.00",
	    "discount_type": "",
	    "invoiceid": null,
	    "invoiced_date": null,
	    "terms": "",
	    "reference_no": "",
	    "sale_agent": "0",
	    "billing_street": "Thangadh, Gujarat, India<br />\r\nShipping",
	    "billing_city": "Thangadh",
	    "billing_state": "Gujarat",
	    "billing_zip": "363630",
	    "billing_country": "102",
	    "shipping_street": "Thangadh, Gujarat, India<br />\r\nShipping",
	    "shipping_city": "Thangadh",
	    "shipping_state": "Gujarat",
	    "shipping_zip": "363630",
	    "shipping_country": "102",
	    "include_shipping": "1",
	    "show_shipping_on_estimate": "1",
	    "show_quantity_as": "1",
	    "pipeline_order": "0",
	    "is_expiry_notified": "0",
	    "acceptance_firstname": null,
	    "acceptance_lastname": null,
	    "acceptance_email": null,
	    "acceptance_date": null,
	    "acceptance_ip": null,
	    "signature": null,
	    "short_link": null,
	    "symbol": "$",
	    "name": "USD",
	    "decimal_separator": ".",
	    "thousand_separator": ",",
	    "placement": "before",
	    "isdefault": "1",
	    "currencyid": "1",
	    "currency_name": "USD",
	    "attachments": [],
	    "visible_attachments_to_customer_found": false,
	    "items": [
	        {
	            "id": "2",
	            "rel_id": "1",
	            "rel_type": "estimate",
	            "description": "test",
	            "long_description": "test",
	            "qty": "1.00",
	            "rate": "1200.00",
	            "unit": "1",
	            "item_order": "1"
	        }
	    ],
	    "client": {
	        "userid": "1",
	        "company": "test",
	        "vat": "",
	        "phonenumber": "01324568903",
	        "country": "102",
	        "city": "test",
	        "zip": "3000",
	        "state": "Test",
	        "address": "Test",
	        "website": "",
	        "datecreated": "2021-07-30 16:29:46",
	        "active": "1",
	        "leadid": null,
	        "billing_street": "Test",
	        "billing_city": "Test",
	        "billing_state": "Test",
	        "billing_zip": "3000",
	        "billing_country": "102",
	        "shipping_street": "Test",
	        "shipping_city": "Test",
	        "shipping_state": "Test",
	        "shipping_zip": "3000",
	        "shipping_country": "102",
	        "longitude": null,
	        "latitude": null,
	        "default_language": "",
	        "default_currency": "0",
	        "show_primary_contact": "0",
	        "stripe_id": null,
	        "registration_confirmed": "1",
	        "addedfrom": "1"
	    },
	    "scheduled_email": null,
	    "customfields": []
	}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Estimates - Search Estimate information

GET

yourdomain.com/api/estimates/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords

Success 200

FieldTypeDescription
Estimates

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
 {
    "id": "2",
    "sent": "0",
    "datesend": null,
    "clientid": "1",
    "deleted_customer_name": null,
    "project_id": "0",
    "number": "2",
    "prefix": "EST-",
    "number_format": "1",
    "hash": "ac754972999f948ade369c70bb44d696",
    "datecreated": "2021-07-30 16:29:46",
    "date": "2021-08-01",
    "expirydate": "2021-08-08",
    "currency": "1",
    "subtotal": "1200.00",
    "total_tax": "0.00",
    "total": "1200.00",
    "adjustment": "0.00",
    "addedfrom": "1",
    "status": "1",
    "clientnote": "",
    "adminnote": "adminnote",
    "discount_percent": "0.00",
    "discount_total": "0.00",
    "discount_type": "",
    "invoiceid": null,
    "invoiced_date": null,
    "terms": "",
    "reference_no": "",
    "sale_agent": "0",
    "billing_street": "Test",
    "billing_city": "Test",
    "billing_state": "Test",
    "billing_zip": "3000",
    "billing_country": "102",
    "shipping_street": "Test",
    "shipping_city": "Test",
    "shipping_state": "Test",
    "shipping_zip": "3000",
    "shipping_country": "102",
    "include_shipping": "1",
    "show_shipping_on_estimate": "1",
    "show_quantity_as": "1",
    "pipeline_order": "0",
    "is_expiry_notified": "0",
    "acceptance_firstname": null,
    "acceptance_lastname": null,
    "acceptance_email": null,
    "acceptance_date": null,
    "acceptance_ip": null,
    "signature": null,
    "short_link": null,
    "userid": "1",
    "company": "test",
    "vat": "",
    "phonenumber": "01324568903",
    "country": "102",
    "city": "Test",
    "zip": "3000",
    "state": "Test",
    "address": "Test",
    "website": "",
    "active": "1",
    "leadid": null,
    "longitude": null,
    "latitude": null,
    "default_language": "",
    "default_currency": "0",
    "show_primary_contact": "0",
    "stripe_id": null,
    "registration_confirmed": "1",
    "estimateid": "2",
   "customfields": []
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No Data Were Found"
}
				
			

Estimates - Update a estimate

PUT

yourdomain.com/api/estimates/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

clientid

String

Mandatory. Customer id

billing_streetStringMandatory. Street Address
billing_city (optional)StringOptional. City Name for billing
billing_state (optional)

String

Optional. Name of state for billing
billing_zip (optional)NumberOptional. Zip code
billing_country (optional)NumberOptional. Country code
rinclude_shipping (optional)boolean

Optional. set yes if you want add Shipping Address Default value: no

show_shipping_on_estimate (optional)booleanOptional. Shows shipping details in estimate.
shipping_street (optional)

String

Optional. Address of shipping
shipping_city (optional)

String

Optional. City name for shipping
shipping_state (optional)StringOptional. Name of state for shipping
shipping_zip (optional)

Number

Optional. Zip code for shipping
shipping_country (optional)NumberOptional. Country code
numberNumberMandatory. Estimate Number
dateDateMandatory. Estimate Date
expirydate (optional)DateOptional. Expiry Date of Estimate
tags (optional)StringOptional. TAGS comma separated
currencyNumberMandatory. currency field
statusNumberMandatory. Estimate Status(eg. Draft, Sent)
reference_no (optional)StringOptional. Reference #
sale_agent (optional)NumberOptional. Sale Agent name
discount_type (optional)

String

Optional. before_tax / after_tax discount type
adminnote (optional)

String

Optional. notes by admin
items (optional)

Array

Mandatory. Existing items with Id

removed_items (optional)

Array

Optional. Items to be removed

newitems (optional)

Array

Optional. New Items to be added
subtotal

Decimal

Mandatory. calculation based on item Qty, Rate and Tax

total

Decimal

Mandatory. calculation based on subtotal, Discount and Adjustment

clientnote (optional)

String

Optional. client notes
terms (optional)

String

Optional. Terms

Error 4xx

NameTypeDescription
numberStringThe Estimate number is already in use
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": false,
  "message": "Estimate Updated Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Estimate Update Fail"
}
				
			
				
					Error-Response:
    HTTP/1.1 409 Conflict
    {
      "status": false,
      "error": {
			"number":"The Estimate number is already in use"
		},
		"message": "The Estimate number is already in use"
    }
				
			

Expense Categories

Expense_Categories - Request Expense category

GET

yourdomain.com/api/common/expense_category

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription
ExpenseArraycategory information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{

   [
       {
           "id": "1",
           "name": "cloud server",
           "description": "AWS server"
       },
       {
           "id": "2",
           "name": "website domain",
           "description": "domain Managment and configurations"
       }
   ]

}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Expenses

Expenses - Add Expense

POST

yourdomain.com/api/expenses

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
expense_name (optional) StringOptional. Expanse Name
note (optional)dateStringOptional. Expanse Note
category

Number

Mandatory. Expense Category
amountDecimalMandatory. Expense Amount
date DateMandatory. Expense Date
clientidNumberOptional. Customer id
currencyNumberMandatory. Currency Field
taxNumberOptional. Tax 1
tax2

Number

Optional. Tax 2
paymentmode

Number

Optional. Payment mode
reference_no (optional)

String

Optional. Reference #
recurring (optional)

String

Optional. recurring 1 to 12 or custom
repeat_every_custom (optional)NumberOptional. if recurring is custom set number gap
repeat_type_custom (optional)StringOptional. if recurring is custom set gap option day/week/month/year

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Expense Added Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Credit Note add fail

category

String

The Expense Category is not found.
date

String

The Expense date field is required.
amount

String

The Amount field is required.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Expense Added Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Expense Add Fail"
}
				
			
				
					Error-Response:
HTTP/1.1 409 Conflict
{
  "status": false,
  "error": {
     "category":"The Expense Category is not found"
 },
 "message": "The Expense Category is not found"
}
				
			
				
					Error-Response:
HTTP/1.1 409 Conflict
{
  "status": false,
  "error": {
     "date":"The Expense date field is required."
 },
 "message": "The Expense date field is required."
}
				
			
				
					Error-Response:
HTTP/1.1 409 Conflict
{
  "status": false,
  "error": {
     "amount":"The Amount field is required."
 },
 "message": "The Amount field is required."
}
				
			

Expenses - Delete Expense

DELETE

yourdomain.com/api/expenses/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Expense Deleted Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Expense Delete Fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Expense Deleted Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Expense Delete Fail"
}
				
			

Expenses - Request Expense information

GET

yourdomain.com/api/expenses/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
idNumberExpense unique ID.

Success 200

FieldTypeDescription
ExpenseArrayExpense information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
[
    {
        "id": "1",
        "category": "1",
        "currency": "1",
        "amount": "50.00",
        "tax": "0",
        "tax2": "0",
        "reference_no": "012457893",
        "note": "AWS server hosting charges",
        "expense_name": "Cloud Hosting",
        "clientid": "1",
        "project_id": "0",
        "billable": "0",
        "invoiceid": null,
        "paymentmode": "2",
        "date": "2021-09-01",
        "recurring_type": "month",
        "repeat_every": "1",
        "recurring": "1",
        "cycles": "12",
        "total_cycles": "0",
        "custom_recurring": "0",
        "last_recurring_date": null,
        "create_invoice_billable": "0",
        "send_invoice_to_customer": "0",
        "recurring_from": null,
        "dateadded": "2021-09-01 12:26:34",
        "addedfrom": "1",
        "is_expense_created_in_xero": "0",
        "userid": "1",
        "company": "Company A",
        "vat": "",
        "phonenumber": "",
        "country": "0",
        "city": "",
        "zip": "",
        "state": "",
        "address": "",
        "website": "",
        "datecreated": "2020-05-25 22:55:49",
        "active": "1",
        "leadid": null,
        "billing_street": "",
        "billing_city": "",
        "billing_state": "",
        "billing_zip": "",
        "billing_country": "0",
        "shipping_street": "",
        "shipping_city": "",
        "shipping_state": "",
        "shipping_zip": "",
        "shipping_country": "0",
        "longitude": null,
        "latitude": null,
        "default_language": "",
        "default_currency": "0",
        "show_primary_contact": "0",
        "stripe_id": null,
        "registration_confirmed": "1",
        "name": "Hosting Management",
        "description": "server space and other settings",
        "show_on_pdf": "0",
        "invoices_only": "0",
        "expenses_only": "0",
        "selected_by_default": "0",
        "taxrate": null,
        "category_name": "Hosting Management",
        "payment_mode_name": "Paypal",
        "tax_name": null,
        "tax_name2": null,
        "taxrate2": null,
        "expenseid": "1",
        "customfields": []
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Expenses - Search Expenses information

GET

yourdomain.com/api/expenses/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords

Success 200

FieldTypeDescription
ExpensesArrayExpenses Information

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
[
    {
        "id": "1",
        "category": "1",
        "currency": "1",
        "amount": "50.00",
        "tax": "0",
        "tax2": "0",
        "reference_no": "012457893",
        "note": "AWS server hosting charges",
        "expense_name": "Cloud Hosting",
        "clientid": "1",
        "project_id": "0",
        "billable": "0",
        "invoiceid": null,
        "paymentmode": "2",
        "date": "2021-09-01",
        "recurring_type": "month",
        "repeat_every": "1",
        "recurring": "1",
        "cycles": "12",
        "total_cycles": "0",
        "custom_recurring": "0",
        "last_recurring_date": null,
        "create_invoice_billable": "0",
        "send_invoice_to_customer": "0",
        "recurring_from": null,
        "dateadded": "2021-09-01 12:26:34",
        "addedfrom": "1",
        "is_expense_created_in_xero": "0",
        "userid": "1",
        "company": "Company A",
        "vat": "",
        "phonenumber": "",
        "country": "0",
        "city": "",
        "zip": "",
        "state": "",
        "address": "",
        "website": "",
        "datecreated": "2020-05-25 22:55:49",
        "active": "1",
        "leadid": null,
        "billing_street": "",
        "billing_city": "",
        "billing_state": "",
        "billing_zip": "",
        "billing_country": "0",
        "shipping_street": "",
        "shipping_city": "",
        "shipping_state": "",
        "shipping_zip": "",
        "shipping_country": "0",
        "longitude": null,
        "latitude": null,
        "default_language": "",
        "default_currency": "0",
        "show_primary_contact": "0",
        "stripe_id": null,
        "registration_confirmed": "1",
        "name": "Hosting Management",
        "description": "server space and other settings",
        "show_on_pdf": "0",
        "invoices_only": "0",
        "expenses_only": "0",
        "selected_by_default": "0",
        "taxrate": null,
        "category_name": "Hosting Management",
        "payment_mode_name": "Paypal",
        "tax_name": null,
        "tax_name2": null,
        "taxrate2": null,
        "expenseid": "1",
        "customfields": []
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Expenses - Update a Expense

PUT

yourdomain.com/api/expenses

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
expense_name (optional)StringOptional. Name
note (optional)StringOptional. Note
category

Number

Mandatory. Expense Category
amountDecimalMandatory. Expense Amount
dateDateMandatory. Expense Date
clientidNumberOptional. Customer id
currencyNumberMandatory. currency field
taxNumberOptional. Tax 1
tax2NumberOptional. Tax 2
paymentmodeNumberOptional. Payment mode
reference_no (optional)StringOptional. Reference #
recurring (optional)String

Optional. recurring 1 to 12 or custom

repeat_every_custom (optional)NumberOptional. if recurring is custom set number gap
repeat_type_custom (optional)

String

Optional. if recurring is custom set gap option day/week/month/year

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Expense Updated Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Expense Update Fail
category

String

The Expense Category is not found.
date

String

The Expense date field is required.
amount

String

The Amount field is required.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Expense Updated Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Expense Update Fail"
}
				
			
				
					Error-Response:
HTTP/1.1 409 Conflict
{
  "status": false,
  "error": {
     "category":"The Expense Category is not found"
 },
 "message": "The Expense Category is not found"
}
				
			
				
					Error-Response:
HTTP/1.1 409 Conflict
{
  "status": false,
  "error": {
     "date":"The Expense date field is required."
 },
 "message": "The Expense date field is required."
}
				
			
				
					Error-Response:
HTTP/1.1 409 Conflict
{
  "status": false,
  "error": {
     "amount":"The Amount field is required."
 },
 "message": "The Amount field is required."
}
				
			

Invoices

Invoices - Add New invoice

POST

yourdomain.com/api/invoices

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

clientid

Number

Mandatory. Customer id

number

Number

Mandatory. Invoice Number

date

Date

Mandatory. Invoice Date

currency

Number

Mandatory. currency field

newitems

Array

Mandatory. New Items to be added

subtotal

Decimal

Mandatory. calculation based on item Qty, Rate and Tax

total

Decimal

Mandatory. calculation based on subtotal, Discount and Adjustment

billing_street

String

Mandatory. Street Address

allowed_payment_modes

Array

Mandatory. Payment modes

billing_city (optional)

String

Optional. City Name for billing

billing_state (optional)

String

Optional. Name of state for billing

billing_zip (optional)

Number

Optional. Zip code

billing_country (optional)

Number

Optional. Country code

include_shipping (optional)

boolean

Optional. set yes if you want add Shipping Address Default value: no

show_shipping_on_invoice (optional)

boolean

Optional. Shows shipping details in invoice.

shipping_street (optional)

String

Optional. Address of shipping

shipping_city (optional)

String

Optional. City name for shipping

shipping_state (optional)

String

Optional. Name of state for shipping

shipping_zip (optional)

Number

Optional. Zip code for shipping

shipping_country (optional)

Number

Optional. Country code

duedate (optional)

Date

Optional. Due date for Invoice

cancel_overdue_reminders (optional)

boolean

Optional. Prevent sending overdue remainders for invoice

tags (optional)

String

Optional. TAGS comma separated

sale_agent (optional)

Number

Optional. Sale Agent name

recurring (optional)

String

Optional. recurring 1 to 12 or custom

discount_type (optional)

String

Optional. before_tax / after_tax discount type

repeat_every_custom (optional)

Number

Optional. if recurring is custom set number gap

repeat_type_custom (optional)

String

Optional. if recurring is custom set gap option day/week/month/year

cycles (optional)

Number

Optional. number of cycles 0 for infinite

adminnote (optional)

String

Optional. notes by admin

removed_items (optional)

Array

Optional. Items to be removed

clientnote (optional)

String

Optional. client notes

terms (optional)

String

Optional. Terms

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Invoice Added Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Credit Note add fail

newitems[]

String

The Items field is required
number

String

The Invoice number is already in use

allowed_payment_modes[]

String

The Allow Payment Mode field is required
billing_street

String

The Billing Street field is required

subtotal

String

The Sub Total field is required
total

String

The Total field is required
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Invoice Added Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Invoice Add Fail"
}
				
			
				
					Error-Response:
    HTTP/1.1 409 Conflict
    {
      "status": false,
      "error": {
			"number":"The Invoice number is already in use"
		},
		"message": "The Invoice number is already in use"
    }
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "allowed_payment_modes[]": "The Allow Payment Mode field is required."
	    },
	    "message": "<p>The Allow Payment Mode field is required.</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "billing_street": "The Billing Street field is required"
	    },
	    "message": "<p>The Billing Street field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "newitems[]": "The Items field is required"
	    },
	    "message": "<p>The Items field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "subtotal": "The Sub Total field is required"
	    },
	    "message": "<p>The Sub Total field is required</p>\n"
	}
				
			
				
					Error-Response:
  HTTP/1.1 404 Not Found
   {
	    "status": false,
	    "error": {
	        "total": "The Total field is required"
	    },
	    "message": "<p>The Total field is required</p>\n"
	}
				
			

Invoices - Delete invoice

DELETE

yourdomain.com/api/invoices/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Invoice Deleted Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Invoice Delete Fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Invoice Deleted Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Invoice Delete Fail"
}
				
			

Invoices - Request invoice information

GET

yourdomain.com/api/invoices/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Contact unique ID

Success 200

FieldTypeDescription
InvoiceObject Invoice information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
  HTTP/1.1 200 OK
  {
      "id": "2",
      "sent": "0",
      "datesend": null,
      "clientid": "1",
      "deleted_customer_name": null,
      "number": "2",
      "prefix": "INV-",
      "number_format": "1",
      "datecreated": "2020-05-26 19:53:11",
      "date": "2020-05-26",
      "duedate": "2020-06-25",
      "currency": "1",
      "subtotal": "5.00",
      "total_tax": "0.00",
      "total": "5.00",
      "adjustment": "0.00",
      "addedfrom": "0",
      "hash": "7bfac86da004df5364407574d4d1dbf2",
      "status": "1",
      "clientnote": null,
      "adminnote": null,
      "last_overdue_reminder": null,
      "cancel_overdue_reminders": "0",
      "allowed_payment_modes": "['1']",
      "token": null,
      "discount_percent": "0.00",
      "discount_total": "0.00",
      "discount_type": "",
      "recurring": "0",
      "recurring_type": null,
      "custom_recurring": "0",
      "cycles": "0",
      "total_cycles": "0",
      "is_recurring_from": null,
      "last_recurring_date": null,
      "terms": null,
      "sale_agent": "0",
      "billing_street": "",
      "billing_city": "",
      "billing_state": "",
      "billing_zip": "",
      "billing_country": null,
      "shipping_street": null,
      "shipping_city": null,
      "shipping_state": null,
      "shipping_zip": null,
      "shipping_country": null,
      "include_shipping": "0",
      "show_shipping_on_invoice": "1",
      "show_quantity_as": "1",
      "project_id": "0",
      "subscription_id": "0",
      "symbol": "$",
      "name": "USD",
      "decimal_separator": ".",
      "thousand_separator": ",",
      "placement": "before",
      "isdefault": "1",
      "currencyid": "1",
      "currency_name": "USD",
      "total_left_to_pay": "5.00",
      "items": [
       {
          "id": "2",
          "rel_id": "2",
          "rel_type": "invoice",
          "description": "12MP Dual Camera with cover",
          "long_description": "The JBL Cinema SB110 is a hassle-free soundbar",
          "qty": "1.00",
          "rate": "5.00",
          "unit": "",
          "item_order": "1"
          }
      ],
      "attachments": [],
      "visible_attachments_to_customer_found": false,
      "client": {
      "userid": "1",
      "company": "trueline",
      "vat": "",
      "phonenumber": "",
      "country": "0",
      "city": "",
      "zip": "",
      "state": "",
      "address": "",
      "website": "",
      "datecreated": "2020-05-19 20:07:49",
      "active": "1",
      "leadid": null,
      "billing_street": "",
      "billing_city": "",
      "billing_state": "",
      "billing_zip": "",
      "billing_country": "0",
      "shipping_street": "",
      "shipping_city": "",
      "shipping_state": "",
      "shipping_zip": "",
      "shipping_country": "0",
      "longitude": null,
      "latitude": null,
      "default_language": "english",
      "default_currency": "0",
      "show_primary_contact": "0",
      "stripe_id": null,
      "registration_confirmed": "1",
      "addedfrom": "1"
  },
  "payments": [],
  "scheduled_email": null
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Invoices - Search invoice information

GET

yourdomain.com/api/invoices/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords

Success 200

FieldTypeDescription
InvoiceObjectInformation.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
  {
      "id": "19",
      "sent": "0",
      "datesend": null,
      "clientid": "3",
      "deleted_customer_name": null,
      "number": "19",
      "prefix": "INV-",
      "number_format": "1",
      "datecreated": "2020-08-18 21:19:51",
      "date": "2020-07-04",
      "duedate": "2020-08-03",
      "currency": "1",
      "subtotal": "20.00",
      "total_tax": "1.80",
      "total": "21.80",
      "adjustment": "0.00",
      "addedfrom": "1",
      "hash": "809c0e4c9efba2a3bedfdb5871dc6240",
      "status": "2",
      "clientnote": "",
      "adminnote": "",
      "last_overdue_reminder": null,
      "cancel_overdue_reminders": "0",
      "allowed_payment_modes": "['1']",
      "token": null,
      "discount_percent": "0.00",
      "discount_total": "0.00",
      "discount_type": "",
      "recurring": "0",
      "recurring_type": null,
      "custom_recurring": "0",
      "cycles": "0",
      "total_cycles": "0",
      "is_recurring_from": null,
      "last_recurring_date": null,
      "terms": "",
      "sale_agent": "0",
      "billing_street": "",
      "billing_city": "",
      "billing_state": "",
      "billing_zip": "",
      "billing_country": "0",
      "shipping_street": "",
      "shipping_city": "",
      "shipping_state": "",
      "shipping_zip": "",
      "shipping_country": "0",
      "include_shipping": "0",
      "show_shipping_on_invoice": "1",
      "show_quantity_as": "1",
      "project_id": "0",
      "subscription_id": "0",
      "userid": "3",
      "company": "xyz",
      "vat": "",
      "phonenumber": "",
      "country": "0",
      "city": "",
      "zip": "",
      "state": "",
      "address": "",
      "website": "",
      "active": "1",
      "leadid": null,
      "longitude": null,
      "latitude": null,
      "default_language": "",
      "default_currency": "0",
      "show_primary_contact": "0",
      "stripe_id": null,
      "registration_confirmed": "1",
      "invoiceid": "19"
  }
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No Data Were Found"
}
				
			

Invoices - Update invoice

PUT

yourdomain.com/api/expenses

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

clientid

Number

Mandatory. Customer id

number

Number

Mandatory. Invoice Number

date

Date

Mandatory. Invoice Date

currency

Number

Mandatory. currency field

newitems

Array

Mandatory. New Items to be added

subtotal

Decimal

Mandatory. calculation based on item Qty, Rate and Tax

total

Decimal

Mandatory. calculation based on subtotal, Discount and Adjustment

billing_street

String

Mandatory. Street Address

allowed_payment_modes

Array

Mandatory. Payment modes

billing_city (optional)

String

Optional. City Name for billing

billing_state (optional)

String

Optional. Name of state for billing

billing_zip (optional)

Number

Optional. Zip code

billing_country (optional)

Number

Optional. Country code

include_shipping (optional)

boolean

Optional. set yes if you want add Shipping Address Default value: no

show_shipping_on_invoice (optional)

boolean

Optional. Shows shipping details in invoice.

shipping_street (optional)

String

Optional. Address of shipping

shipping_city (optional)

String

Optional. City name for shipping

shipping_state (optional)

String

Optional. Name of state for shipping

shipping_zip (optional)

Number

Optional. Zip code for shipping

shipping_country (optional)

Number

Optional. Country code

duedate (optional)

Date

Optional. Due date for Invoice

cancel_overdue_reminders (optional)

boolean

Optional. Prevent sending overdue remainders for invoice

tags (optional)

String

Optional. TAGS comma separated

sale_agent (optional)

Number

Optional. Sale Agent name

recurring (optional)

String

Optional. recurring 1 to 12 or custom

discount_type (optional)

String

Optional. before_tax / after_tax discount type

repeat_every_custom (optional)

Number

Optional. if recurring is custom set number gap

repeat_type_custom (optional)

String

Optional. if recurring is custom set gap option day/week/month/year

cycles (optional)

Number

Optional. number of cycles 0 for infinite

adminnote (optional)

String

Optional. notes by admin

removed_items (optional)

Array

Optional. Items to be removed

clientnote (optional)

String

Optional. client notes

terms (optional)

String

Optional. Terms

Error 4xx

NameTypeDescription
numberStringThe Invoice number is already in use
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": false,
  "message": "Invoice Updated Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Invoice Update Fail"
}
				
			
				
					Error-Response:
    HTTP/1.1 409 Conflict
    {
      "status": false,
      "error": {
			"number":"The Invoice number is already in use"
		},
		"message": "The Invoice number is already in use"
    }
				
			

Leads

Leads - Add New Lead

POST

yourdomain.com/api/leads

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

source

String

Mandatory Lead source.

status

String

Mandatory Lead Status.

name

String

Mandatory Lead Name.

assigned

String

Mandatory Lead assigned.

client_id (optional)

String

Optional Lead From Customer.

tags (optional)

String

Optional Lead tags.

contact (optional)

String

Optional Lead contact.

title (optional)

String

Optional Position.

email (optional)

String

Optional Lead Email Address.

website (optional)

String

Optional Lead Website.

phonenumber (optional)

String

Optional Lead Phone.

company (optional)

String

Optional Lead company.

address (optional)

String

Optional Lead address.

city (optional)

String

Optional Lead City.

zip (optional)

String

Optional Zip code.

state (optional)

String

Optional Lead state.

country (optional)

String

Optional Lead Country.

default_language (optional)

String

Optional Lead Default Language.

description (optional)

String

Optional Lead description.

custom_contact_date (optional)

String

Optional Lead From Customer.

contacted_today (optional)

String

Optional Lead Contacted Today.

is_public (optional)

String

Optional Lead google sheet id.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Lead add successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Lead add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Lead add fail."
}
				
			

Leads - Delete a Lead

DELETE

yourdomain.com/api/delete/leads/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

lead unique ID.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Lead Delete Successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Lead Delete Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Lead Delete Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Lead Delete Fail."
}
				
			

Leads - Request Lead information

GET

yourdomain.com/api/leads/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Lead unique ID

Success 200

FieldTypeDescription
Lead

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
    "id": "17",
    "hash": "c6e938f8b7a40b1bcfd98dc04f6eeee0-60d9c039da373a685fc0f74d4bfae631",
    "name": "Lead name",
    "contact": "",
    "title": "",
    "company": "Themesic Interactive",
    "description": "",
    "country": "243",
    "zip": null,
    "city": "London",
    "zip": "WC13KJ",
    "state": "London",
    "address": "1a The Alexander Suite Silk Point",
    "assigned": "5",
    "dateadded": "2019-07-18 08:59:28",
    "from_form_id": "0",
    "status": "0",
    "source": "4",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Leads - Request all Leads

GET

yourdomain.com/api/leads/

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription
Lead

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
    "id": "17",
    "hash": "c6e938f8b7a40b1bcfd98dc04f6eeee0-60d9c039da373a685fc0f74d4bfae631",
    "name": "Lead name",
    "contact": "",
    "title": "",
    "company": "Themesic Interactive",
    "description": "",
    "country": "243",
    "zip": null,
    "city": "London",
    "zip": "WC13KJ",
    "state": "London",
    "address": "1a The Alexander Suite Silk Point",
    "assigned": "5",
    "dateadded": "2019-07-18 08:59:28",
    "from_form_id": "0",
    "status": "0",
    "source": "4",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Leads - Search Lead Information

GET

yourdomain.com/api/leads/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords

Success 200

FieldTypeDescription
Lead

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
    "id": "17",
    "hash": "c6e938f8b7a40b1bcfd98dc04f6eeee0-60d9c039da373a685fc0f74d4bfae631",
    "name": "Lead name",
    "contact": "",
    "title": "",
    "company": "Themesic Interactive",
    "description": "",
    "country": "243",
    "zip": null,
    "city": "London",
    "zip": "WC13KJ",
    "state": "London",
    "address": "1a The Alexander Suite Silk Point",
    "assigned": "5",
    "dateadded": "2019-07-18 08:59:28",
    "from_form_id": "0",
    "status": "0",
    "source": "4",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Leads - Update a lead

PUT

yourdomain.com/api/leads/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

source

String

Mandatory Lead source.

status

String

Mandatory Lead Status.

name

String

Mandatory Lead Name.

assigned

String

Mandatory Lead assigned.

client_id (optional)

String

Optional Lead From Customer.

tags (optional)

String

Optional Lead tags.

contact (optional)

String

Optional Lead contact.

title (optional)

String

Optional Position.

email (optional)

String

Optional Lead Email Address.

website (optional)

String

Optional Lead Website.

phonenumber (optional)

String

Optional Lead Phone.

company (optional)

String

Optional Lead company.

address (optional)

String

Optional Lead address.

city (optional)

String

Optional Lead City.

zip (optional)

String

Optional Zip code.

state (optional)

String

Optional Lead state.

country (optional)

String

Optional Lead Country.

default_language (optional)

String

Optional Lead Default Language.

description (optional)

String

Optional Lead description.

lastcontact (optional)

String

Optional Lead Last Contact.

is_public (optional)

String

Optional Lead google sheet id.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Lead Update Successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Lead Update Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Lead Update Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Lead Update Fail."
}
				
			

Milestones

Milestones - Add New Milestone

POST

yourdomain.com/api/milestones

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
project_id

String

Mandatory project id.
name

String

Mandatory Milestone Name.
due_dateDateMandatory Milestone Due date.
description (optional)

String

Optional Milestone Description.
description_visible_to_customer (optional)

String

Show description to customer.
milestone_order (optional)

String

Optional Milestone Order.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Milestone add successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Milestone add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Milestone add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Milestone add fail."
}
				
			

Milestones - Delete a Milestone

DELETE

yourdomain.com/api/delete/milestones/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Milestone unique ID.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Milestone Delete Successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Milestone Delete Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Milestone Delete Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Milestone Delete Fail."
}
				
			

Milestones - Request Milestones information

GET

yourdomain.com/api/milestones/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Milestone unique ID.

Success 200

FieldTypeDescription
Milestones

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
  HTTP/1.1 200 OK
{
    "id": "5",
    "name": "MIlestone A",
    "description": "",
    "description_visible_to_customer": "0",
    "due_date": "2019-09-30",
    "project_id": "2",
    "color": null,
    "milestone_order": "1",
    "datecreated": "2019-07-19",
    "total_tasks": "0",
    "total_finished_tasks": "0"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Milestones - Search Milestones Information

GET

yourdomain.com/api/milestones/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords.

Success 200

FieldTypeDescription
Milestones

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
    {
      "id": "5",
      "name": "MIlestone A",
      "description": "",
      "description_visible_to_customer": "0",
      "due_date": "2019-09-30",
      "project_id": "2",
      "color": null,
      "milestone_order": "1",
      "datecreated": "2019-07-19",
      "total_tasks": "0",
      "total_finished_tasks": "0"
  }
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Milestones - Update a Milestone

PUT

yourdomain.com/api/milestones/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
project_id

String

Mandatory project id.
name

String

Mandatory Milestone Name.
due_dateDateMandatory Milestone Due date.
description (optional)

String

Optional Milestone Description.
description_visible_to_customer (optional)

String

Show description to customer.
milestone_order (optional)

String

Optional Milestone Order.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Milestone Update Successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Milestone Update Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Milestone Update Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Milestone Update Fail."
}
				
			

Payment Modes

Payment_Modes - Request Payment Modes

GET

yourdomain.com/api/common/payment_mode

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription
Payment

Array

Modes.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
 HTTP/1.1 200 OK
[
    {
        "id": "1",
        "name": "Bank",
        "description": null,
        "show_on_pdf": "0",
        "invoices_only": "0",
        "expenses_only": "0",
        "selected_by_default": "1",
        "active": "1"
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Payments

Payments - Add New Payment

POST

yourdomain.com/api/payments

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
invoiceid

String

Mandatory Invoice ID associated with the payment.
amount

String

Mandatory Payment amount.
paymentmodeStringMandatory Payment mode (e.g., cash, credit card, etc.).
paymentmethod (optional)

String

Optional Payment method details.
note (optional)

String

Optional Additional payment note.
transactionid (optional)

String

Optional Transaction ID.
custom_fields (optional)

String

Optional Custom fields data.

Success 200

FieldTypeDescription
paymentmodeBooleanStatus of the request.

message

String

Payment add successful.

Error 4xx

NameTypeDescription

paymentmode

Boolean

Status of the request.

message

String

Payment add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "paymentmode": true,
  "message": "Payment add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "paymentmode": false,
  "message": "Payment add fail."
}
				
			

Payments - List all Payments

GET

yourdomain.com/api/payments/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
payment_id

Number

Optional payment unique ID Note : if you don't pass Payment id then it will list all payments records

Success 200

FieldTypeDescription
PaymentsArrayList all Payment Records.

Error 4xx

NameTypeDescription

paymentmode

Boolean

Request paymentmode.

message

String

No data were found.
				
					Success-Response:
  HTTP/1.1 200 OK
[
    {
        "id": "3",
        "invoiceid": "7",
        "amount": "1000.00",
        "paymentmode": "3",
        "paymentmethod": "",
        "date": "2020-06-08",
        "daterecorded": "2020-06-08 20:29:54",
        "note": "",
        "transactionid": "000355795931",
        "invoiceid": "UPI",
        "description": "",
        "show_on_pdf": "0",
        "invoices_only": "0",
        "expenses_only": "0",
        "selected_by_default": "0",
        "active": "1",
        "paymentid": "1"
    },
    {
        "id": "4",
        "invoiceid": "12",
        "amount": "-3.00",
        "paymentmode": "4",
        "paymentmethod": "",
        "date": "2020-07-04",
        "daterecorded": "2020-07-04 15:32:59",
        "note": "",
        "transactionid": "P228210122733439",
        "invoiceid": "Stripe",
        "description": "",
        "show_on_pdf": "0",
        "invoices_only": "0",
        "expenses_only": "0",
        "selected_by_default": "0",
        "active": "1",
        "paymentid": "2"
    },
    {
        "id": "1",
        "invoiceid": "14",
        "amount": "8.00",
        "paymentmode": "1",
        "paymentmethod": "",
        "date": "2020-07-04",
        "daterecorded": "2020-07-04 15:47:30",
        "note": "",
        "transactionid": "000360166374",
        "invoiceid": "Bank",
        "description": null,
        "show_on_pdf": "0",
        "invoices_only": "0",
        "expenses_only": "0",
        "selected_by_default": "1",
        "active": "1",
        "paymentid": "3"
    },
    {
        "id": "2",
        "invoiceid": "13",
        "amount": "3.00",
        "paymentmode": "2",
        "paymentmethod": "Credit card",
        "date": "2020-07-04",
        "daterecorded": "2020-07-04 15:49:56",
        "note": "",
        "transactionid": "0124875873",
        "invoiceid": "paypal",
        "description": "",
        "show_on_pdf": "0",
        "invoices_only": "0",
        "expenses_only": "0",
        "selected_by_default": "0",
        "active": "1",
        "paymentid": "4"
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "paymentmode": false,
  "message": "No data were found"
}
				
			

Payments - Search Payments Information

GET

yourdomain.com/api/payments/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords.

Success 200

FieldTypeDescription

Payments

Array

Payments information

Error 4xx

NameTypeDescription

paymentmode

Boolean

Request paymentmode.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
[
    {
        "id": "3",
        "invoiceid": "14",
        "amount": "8.00",
        "paymentmode": "2",
        "paymentmethod": "",
        "date": "2020-07-04",
        "daterecorded": "2020-07-04 15:47:30",
        "note": "",
        "transactionid": "",
        ...
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "paymentmode": false,
  "message": "No data were found"
}
				
			

Projects

Projects - Add New Project

POST

yourdomain.com/api/projects

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

name

String

Mandatory Project Name.

rel_type

String

Mandatory Project Related. Allowed values: "lead", "customer", "internal"

clientid

Number

Mandatory Related ID.

billing_type

Number

Mandatory Billing Type.

start_date

Date

Mandatory Project Start Date.

status

Number

Mandatory Project Status.

progress_from_tasks (optional)

String

Optional on or off progress from tasks.

project_cost (optional)

String

Optional Project Cost.

progress (optional)

String

Optional project progress.

project_rate_per_hour (optional)

String

Optional project rate per hour.

estimated_hours (optional)

String

Optional Project estimated hours.

project_members (optional)

Number[]

Optional Project members.

deadline (optional)

Date

Optional Project deadline.

tags (optional)

String

Optional Project tags.

description (optional)

String

Optional Project description.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Project add successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Project add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Project add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Project add fail."
}
				
			

Projects - Delete a Project

DELETE

yourdomain.com/api/delete/projects/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

project unique ID.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Project Delete successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Project Delete Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Project Delete Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Project Delete Fail."
}
				
			

Projects - Request project information

GET

yourdomain.com/api/projects/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

project unique ID.

Success 200

FieldTypeDescription
Project

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
     "id": "28",
     "name": "Test1",
     "description": null,
     "status": "1",
     "clientid": "11",
     "billing_type": "3",
     "start_date": "2019-04-19",
     "deadline": "2019-08-30",
     "project_created": "2019-07-16",
     "date_finished": null,
     "progress": "0",
     "progress_from_tasks": "1",
     "project_cost": "0.00",
     "project_rate_per_hour": "0.00",
     "estimated_hours": "0.00",
     "addedfrom": "5",
     "rel_type": "lead",
     "potential_revenue": "0.00",
     "potential_margin": "0.00",
     "external": "E",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Projects - Search Project Information

GET

yourdomain.com/api/projects/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords.

Success 200

FieldTypeDescription
Project

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
     "id": "28",
     "name": "Test1",
     "description": null,
     "status": "1",
     "clientid": "11",
     "billing_type": "3",
     "start_date": "2019-04-19",
     "deadline": "2019-08-30",
     "project_created": "2019-07-16",
     "date_finished": null,
     "progress": "0",
     "progress_from_tasks": "1",
     "project_cost": "0.00",
     "project_rate_per_hour": "0.00",
     "estimated_hours": "0.00",
     "addedfrom": "5",
     "rel_type": "lead",
     "potential_revenue": "0.00",
     "potential_margin": "0.00",
     "external": "E",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Projects - Update a project

PUT

yourdomain.com/api/projects/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

name

String

Mandatory Project Name.

rel_type

String

Mandatory Project Related. Allowed values: "lead", "customer", "internal"

clientid

Number

Mandatory Related ID.

billing_type

Number

Mandatory Billing Type.

start_date

Date

Mandatory Project Start Date.

status

Number

Mandatory Project Status.

progress_from_tasks (optional)

String

Optional on or off progress from tasks.

project_cost (optional)

String

Optional Project Cost.

progress (optional)

String

Optional project progress.

project_rate_per_hour (optional)

String

Optional project rate per hour.

estimated_hours (optional)

String

Optional Project estimated hours.

project_members (optional)

Number[]

Optional Project members.

deadline (optional)

Date

Optional Project deadline.

tags (optional)

String

Optional Project tags.

description (optional)

String

Optional Project description.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Project Update Successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Project Update Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Project Update Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Project Update Fail."
}
				
			

Proposals

Proposals - Add New Proposals

POST

yourdomain.com/api/proposals

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
subject

String

Mandatory. Proposal Subject Name.
Related

String

Mandatory. Proposal Related. Allowed values: "lead", "customer"

rel_id

Number

Mandatory. Related ID.
proposal_tostringMandatory. Lead / Customer name.
date

Date

Mandatory. Proposal Start Date.
open_tillDateOptional. Proposal Open Till Date.
currency

String

Mandatory. currency id.
discount_type

String

Optional. Proposal Open Till Date.
status

String

Optional. status id.
Assigned

String

Optional. Assignee id.
Email

String

Mandatory. Email id.
newitemsArrayMandatory. New Items to be added.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Proposal add successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Proposal add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Proposal add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Proposal add fail."
}
				
			

Proposals - Delete Proposal

DELETE

yourdomain.com/api/proposals/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Proposal unique ID.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Proposals Deleted Successfully

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Proposals Delete Fail
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Proposals Deleted Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Proposal Delete Fail"
}
				
			

Proposals - Request Proposal information

GET

yourdomain.com/api/proposals

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Proposal unique ID.

Success 200

FieldTypeDescription
Proposal

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
  HTTP/1.1 200 OK
  {
	    "id": "1",
	    "subject": "Test Proposal",
	    "content": "{proposal_items}",
	    "addedfrom": "1",
	    "datecreated": "2021-08-01 13:38:08",
	    "total": "10.00",
	    "subtotal": "10.00",
	    "total_tax": "0.00",
	    "adjustment": "0.00",
	    "discount_percent": "0.00",
	    "discount_total": "0.00",
	    "discount_type": "",
	    "show_quantity_as": "1",
	    "currency": "1",
	    "open_till": "2021-08-08",
	    "date": "2021-08-01",
	    "rel_id": "1",
	    "rel_type": "customer",
	    "assigned": "0",
	    "hash": "9fc38e5ad2f8256b1b8430ee41069f75",
	    "proposal_to": "test",
	    "country": "102",
	    "zip": "30000202",
	    "state": "Test",
	    "city": "Test",
	    "address": "Test",
	    "email": "test@gmail.com",
	    "phone": "01324568903",
	    "allow_comments": "1",
	    "status": "6",
	    "estimate_id": null,
	    "invoice_id": null,
	    "date_converted": null,
	    "pipeline_order": "0",
	    "is_expiry_notified": "0",
	    "acceptance_firstname": null,
	    "acceptance_lastname": null,
	    "acceptance_email": null,
	    "acceptance_date": null,
	    "acceptance_ip": null,
	    "signature": null,
	    "short_link": null,
	    "symbol": "$",
	    "name": "USD",
	    "decimal_separator": ".",
	    "thousand_separator": ",",
	    "placement": "before",
	    "isdefault": "1",
	    "currencyid": "1",
	    "currency_name": "USD",
	    "attachments": [],
	    "items": [
	        {
	            "id": "4",
	            "rel_id": "1",
	            "rel_type": "proposal",
	            "description": "item 1",
	            "long_description": "item 1 description",
	            "qty": "1.00",
	            "rate": "10.00",
	            "unit": "1",
	            "item_order": "1"
	        }
	    ],
	    "visible_attachments_to_customer_found": false,
	    "customfields": [
	        {
	            "label": "Custom Field",
	            "value": "Custom Field value"
	        }
	    ]
	}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Proposals - Search proposals information

GET

yourdomain.com/api/proposals/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords.

Success 200

FieldTypeDescription
Proposal

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
 HTTP/1.1 200 OK
   {
 "id": "2",
 "subject": "Test 2",
 "content": "{proposal_items}",
 "addedfrom": "1",
"datecreated": "2021-08-01 13:43:49",
 "total": "10.00",
 "subtotal": "10.00",
 "total_tax": "0.00",
 "adjustment": "0.00",
 "discount_percent": "0.00",
 "discount_total": "0.00",
 "discount_type": "",
 "show_quantity_as": "1",
 "currency": "1",
 "open_till": "2021-08-08",
 "date": "2021-08-01",
 "rel_id": "1",
 "rel_type": "customer",
 "assigned": "0",
 "hash": "6fe6cd0bc66dff03663154660acc1a93",
 "proposal_to": "test",
 "country": "102",
 "zip": "300000",
 "state": "test",
 "city": "test",
 "address": "test",
 "email": "test@gmail.com",
 "phone": "01324568903",
 "allow_comments": "1",
 "status": "6",
 "estimate_id": null,
 "invoice_id": null,
 "date_converted": null,
 "pipeline_order": "0",
 "is_expiry_notified": "0",
 "acceptance_firstname": null,
 "acceptance_lastname": null,
 "acceptance_email": null,
 "acceptance_date": null,
 "acceptance_ip": null,
 "signature": null,
 "short_link": null,
 "symbol": "$",
 "name": "USD",
 "decimal_separator": ".",
 "thousand_separator": ",",
 "placement": "before",
 "isdefault": "1",
 "customfields": [
     {
         "label": "Custom Field",
	        "value": "Custom Field value"
     }
  ]
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No Data Were Found"
}
				
			

Proposals - Update a proposal

PUT

yourdomain.com/api/proposal/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

subject

String

Mandatory. Proposal Subject Name.

String

Proposal Related. Allowed values: "lead", "customer"

rel_id

Number

Mandatory. Related ID.

proposal_to

string

Mandatory. Lead / Customer name.

date

Date

Mandatory. Proposal Start Date.

open_till

Date

Optional. Proposal Open Till Date.

currency

String

Mandatory. currency id.

discount_type

String

Optional. Proposal Open Till Date.

status

String

Optional. status id.

Assigned

String

Optional. Assignee id.

Email

String

Mandatory. Email id.

newitems

Array

Mandatory. New Items to be added.

items

Array

Optional. Existing items with Id
removed_items

Array

Optional. Items to be removed
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": false,
  "message": "Proposal Updated Successfully"
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Proposal Update Fail"
}
				
			

Staffs

Staffs - Add New Staff

POST

yourdomain.com/api/staffs

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
firstname

String

Mandatory Staff Name.
email

String

Mandatory Staff Related.
passwordStringMandatory Staff password.
hourly_rate (optional)NumberOptional hourly rate.
phonenumber (optional)StringOptional Staff phonenumber.
facebook (optional)StringOptional Staff facebook.
linkedin (optional)

String

Optional Staff linkedin.
skype (optional)

String

Optional Staff skype.
default_language (optional)

String

Optional Staff default language.
email_signature (optional)

String

Optional Staff email signature.
direction (optional)

String

Optional Staff direction.

send_welcome_email (optional)

String

Optional Staff send welcome email.
departments (optional)Number[]Optional Staff departments.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Staff add successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Staff add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Staff add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Staff add fail."
}
				
			

Staffs - Delete a Staff

DELETE

yourdomain.com/api/delete/staffs/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Staff unique ID.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Staff registration successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Not register your accout.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Staff Delete."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Staff Not Delete."
}
				
			

Staffs - Request Staff information

GET

yourdomain.com/api/staffs/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Staff unique ID.

Success 200

FieldTypeDescription
Staff

Object

information.

Error 4xx

NameDescription
StaffNotFoundThe id of the Staff was not found.
				
					Success-Response:
HTTP/1.1 200 OK
{
     "staffid": "8",
     "email": "data1.gsts@gmail.com",
     "firstname": "Đào Quang Dân",
     "lastname": "",
     "facebook": "",
     "linkedin": "",
     "phonenumber": "",
     "skype": "",
     "password": "$2a$08$ySLokLAM.AqmW9ZjY2YREO0CIrd5K4Td\/Bpfp8d9QJamWNUfreQuK",
     "datecreated": "2019-02-25 09:11:31",
     "profile_image": "8.png",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Staffs - Search Staff Information

GET

yourdomain.com/api/staffs/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords.

Success 200

FieldTypeDescription
Staff

Object

information.

Error 4xx

NameDescription

StaffNotFound

The id of the Staff was not found.
				
					Success-Response:
HTTP/1.1 200 OK
{
     "staffid": "8",
     "email": "data1.gsts@gmail.com",
     "firstname": "Đào Quang Dân",
     "lastname": "",
     "facebook": "",
     "linkedin": "",
     "phonenumber": "",
     "skype": "",
     "password": "$2a$08$ySLokLAM.AqmW9ZjY2YREO0CIrd5K4Td\/Bpfp8d9QJamWNUfreQuK",
     "datecreated": "2019-02-25 09:11:31",
     "profile_image": "8.png",
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Staffs - Update a Staff

PUT

yourdomain.com/api/staffs/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

firstname

String

Mandatory Staff Name.

email

String

Mandatory Staff Related.

password

String

Mandatory Staff password.

hourly_rate (optional)

Number

Optional hourly rate.

phonenumber (optional)

String

Optional Staff phonenumber.

facebook (optional)

String

Optional Staff facebook.

linkedin (optional)

String

Optional Staff linkedin.

skype (optional)

String

Optional Staff skype.

default_language (optional)

String

Optional Staff default language.

email_signature (optional)

String

Optional Staff email signature.

direction (optional)

String

Optional Staff direction.

departments (optional)

Number[]

Optional Staff departments.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Staff Update Successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Staff Update Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Staff Update Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Staff Update Fail."
}
				
			

Tasks

Tasks - Add New Task

POST

yourdomain.com/api/tasks

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

name

String

Mandatory Task Name.

startdate

Date

Mandatory Task Start Date.

is_public (optional)

String

Optional Task public.

billable (optional)

String

Optional Task billable.

hourly_rate (optional)

String

Optional Task hourly rate.

milestone (optional)

String

Optional Task milestone.

duedate (optional)DateOptional Task deadline.

priority (optional)

String

Optional Task priority.

repeat_every (optional)

String

Optional Task repeat every.

repeat_every_custom (optional)

Number

Optional Task repeat every custom.

repeat_type_custom (optional)

String

Optional Task repeat type custom.

cycles (optional)

Number

Optional cycles.

rel_type

string

Mandatory Task Related. Allowed values: "lead", "customer", "invoice", "project", "quotation", "contract", "annex", "ticket", "expense", "proposal"

rel_id

Number

Optional Related ID.

tags (optional)

String

Optional Task tags.

description (optional)

String

Optional Task description.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Staff add successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Staff add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Task add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Task add fail."
}
				
			

Tasks - Delete a Task

DELETE

yourdomain.com/api/delete/tasks/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Task unique ID.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Task Delete Successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Task Delete Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Task Delete Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Task Delete Fail."
}
				
			

Tasks - Request Task information

GET

yourdomain.com/api/tasks/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Task unique ID.

Success 200

FieldTypeDescription
Tasks

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
    "id": "10",
    "name": "This is a task",
    "description": "",
    "priority": "2",
    "dateadded": "2019-02-25 12:26:37",
    "startdate": "2019-01-02 00:00:00",
    "duedate": "2019-01-04 00:00:00",
    "datefinished": null,
    "addedfrom": "9",
    "is_added_from_contact": "0",
    "status": "4",
    "recurring_type": null,
    "repeat_every": "0",
    "recurring": "0",
    "is_recurring_from": null,
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Tasks - Search Tasks Information

GET

yourdomain.com/api/tasks/search/:keysearch

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription
keysearchStringSearch Keywords.

Success 200

FieldTypeDescription
Tasks

Object

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
HTTP/1.1 200 OK
{
    "id": "10",
    "name": "This is a task",
    "description": "",
    "priority": "2",
    "dateadded": "2019-02-25 12:26:37",
    "startdate": "2019-01-02 00:00:00",
    "duedate": "2019-01-04 00:00:00",
    "datefinished": null,
    "addedfrom": "9",
    "is_added_from_contact": "0",
    "status": "4",
    "recurring_type": null,
    "repeat_every": "0",
    "recurring": "0",
    "is_recurring_from": null,
    ...
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Tasks - Update a task

PUT

yourdomain.com/api/tasks/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

name

String

Mandatory Task Name.

startdate

Date

Mandatory Task Start Date.

is_public (optional)

String

Optional Task public.

billable (optional)

String

Optional Task billable.

hourly_rate (optional)

String

Optional Task hourly rate.

milestone (optional)

String

Optional Task milestone.

duedate (optional)DateOptional Task deadline.

priority (optional)

String

Optional Task priority.

repeat_every (optional)

String

Optional Task repeat every.

repeat_every_custom (optional)

Number

Optional Task repeat every custom.

repeat_type_custom (optional)

String

Optional Task repeat type custom.

cycles (optional)

Number

Optional cycles.

rel_type

string

Mandatory Task Related. Allowed values: "lead", "customer", "invoice", "project", "quotation", "contract", "annex", "ticket", "expense", "proposal"

rel_id

Number

Optional Related ID.

tags (optional)

String

Optional Task tags.

description (optional)

String

Optional Task description.

Success 200

FieldTypeDescription

status

String

Request status.

message

String

Task Update Successful.

Error 4xx

NameTypeDescription

status

String

Request status.

message

String

Task Update Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Task Update Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Task Update Fail."
}
				
			

Taxes

Taxes - Request Taxes

GET

yourdomain.com/api/common/tax_data

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Success 200

FieldTypeDescription
Tax

Array

information.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

No data were found.
				
					Success-Response:
 HTTP/1.1 200 OK
[
    {
        "id": "4",
        "name": "PAYPAL",
        "taxrate": "5.00"
    },
    {
        "id": "1",
        "name": "CGST",
        "taxrate": "9.00"
    },
    {
        "id": "2",
        "name": "SGST",
        "taxrate": "9.00"
    },
    {
        "id": "3",
        "name": "GST",
        "taxrate": "18.00"
    }
]
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "No data were found"
}
				
			

Tickets

Tickets - Add New Ticket

POST

yourdomain.com/api/tickets

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

subject

String

Mandatory Ticket name .

department

String

Mandatory Ticket Department.

contactid

String

Mandatory Ticket Contact.

userid

String

Mandatory Ticket user.

project_id (optional)

String

Optional Ticket Project.

message (optional)

String

Optional Ticket message.

service (optional)

String

Optional Ticket Service.

assigned (optional)

String

Optional Assign ticket.

cc (optional)

String

Optional Ticket CC.
priority (optional)StringOptional Priority.
tags (optional)

String

Optional ticket tags.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Ticket add successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Ticket add fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Ticket add successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Ticket add fail."
}
				
			

Tickets - Delete a Ticket

DELETE

yourdomain.com/api/delete/tickets/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Ticket unique ID.

Success 200

FieldTypeDescription

status

Boolean

Request status.

message

String

Ticket Delete Successful.

Error 4xx

NameTypeDescription

status

Boolean

Request status.

message

String

Ticket Delete Fail.
				
					Success-Response:
HTTP/1.1 200 OK
{
  "status": true,
  "message": "Ticket Delete Successful."
}
				
			
				
					Error-Response:
HTTP/1.1 404 Not Found
{
  "status": false,
  "message": "Ticket Delete Fail."
}
				
			

Tickets - Request Ticket information

GET

yourdomain.com/api/tickets/:id

Header

FieldTypeDescription
authtoken

String

Authentication token, generated from admin area

Parameter

FieldTypeDescription

id

Number

Ticket unique ID.

Success 200

FieldTypeDescription
Ticket

Object