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Exact Online API Data Model

Navigation: Catalog: ExactOnlineREST > Schemas > Schema: CRM > Tables

Accounts: Exact Online Accounts

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Legal counter parties such as customers, suppliers and prospects.

Catalog: ExactOnlineREST

Schema: CRM

Primary Keys: ID

Label: Accounts

Documentation:

Each counter party is registered at most once as an account. Their type can be determined using a number of methods:- Customer: the column 'Status' has the value 'C' when the account is a customer. The meaning of the status codes is described in the table 'AccountCustomerStatuses'.- Prospect: the column 'Status' has the value 'P' when the account is a prospect.- Suspect: the column 'Status' has the value 'S' when the account is a suspect.- Reseller: the column 'IsReseller' has the boolean value 'true'.- Supplier: the column 'IsSupplier' has the boolean value 'true'.- Accountant: the column 'IsAccountant' has the boolean value 'true'.- Competitor: the column 'IsCompetitor' has the boolean value 'true'.

The data in this table is partitioned per value of the Division column.

Can retrieve data and change data using insert, update and delete.

Webhook Topic: Accounts

Select Exact Online API URL: /api/v1/{division}/crm/Accounts

Insert Exact Online API URL: /api/v1/{division}/crm/Accounts

Update Exact Online API URL: /api/v1/{division}/crm/Accounts

Delete Exact Online API URL: /api/v1/{division}/crm/Accounts

Exact Online API Metadata URL: /api/v1/{division}/crm/$metadata

Field Selection Method: Required

Table Columns

The columns of the table Accounts are shown below. Each column has an SQL data type. A new non-null value must be provided for every required column at all times during insert or update.

Name

Data Type

Label

Required

Documentation

Accountant

guid

Accountant

Reference to the accountant of the customer. Conditions: The referred accountant must have value > 0 in the field IsAccountant.

AccountManager

guid

Account Manager

ID of the account manager.

AccountManagerFullName

string(240)

Account Manager Full Name

Name of the account manager.

AccountManagerHID

int32

Account Manager HID

Number of the account manager.

ActivitySector

guid

Activity Sector

Reference to Activity sector of the account.

ActivitySubSector

guid

Activity Subsector

Reference to Activity sub-sector of the account.

AddressLine1

string(80)

Address Line 1

Visit address first line.

AddressLine2

string(80)

Address Line 2

Visit address second line.

AddressLine3

string(80)

Address Line 3

Visit address third line.

Blocked

boolean

Blocked

Indicates if the account is blocked.

BRIN

guid

BRIN

Obsolete.

BSN

string

Social Security Number

Citizen Service Number for the Netherlands.

BusinessType

guid

Business Type

Reference to the business type of the account.

CanDropShip

boolean

Can Drop Ship

Indicates the default for the possibility to drop ship when an item is linked to a supplier.

ChamberOfCommerce

string(20)

Chamber of Commerce

Chamber of commerce number.

City

string(30)

City

Visit address City.

Classification

string

Classification

Obsolete.

Classification1

guid

Classification 1

Account classification 1.

Classification1Code

string

Classification 1 Code

Code of classification 1. See view Classifications.

Classification1Description

string

Classification 1 Description

Description of classification 1. See view Classifications.

Classification2

guid

Classification 2

Account classification 2.

Classification2Code

string

Classification 2 Code

Code of classification 2. See view Classifications.

Classification2Description

string

Classification 2 Description

Description of classification 2. See view Classifications.

Classification3

guid

Classification 3

Account classification 3.

Classification3Code

string

Classification 3 Code

Code of classification 3. See view Classifications.

Classification3Description

string

Classification 3 Description

Description of classification 3. See view Classifications.

Classification4

guid

Classification 4

Account classification 4.

Classification4Code

string

Classification 4 Code

Code of classification 4. See view Classifications.

Classification4Description

string

Classification 4 Description

Description of classification 4. See view Classifications.

Classification5

guid

Classification 5

Account classification 5.

Classification5Code

string

Classification 5 Code

Code of classification 5. See view Classifications.

Classification5Description

string

Classification 5 Description

Description of classification 5. See view Classifications.

Classification6

guid

Classification 6

Account classification 6.

Classification6Code

string

Classification 6 Code

Code of classification 6. See view Classifications.

Classification6Description

string

Classification 6 Description

Description of classification 6. See view Classifications.

Classification7

guid

Classification 7

Account classification 7.

Classification7Code

string

Classification 7 Code

Code of classification 7. See view Classifications.

Classification7Description

string

Classification 7 Description

Description of classification 7. See view Classifications.

Classification8

guid

Classification 8

Account classification 8.

Classification8Code

string

Classification 8 Code

Code of classification 8. See view Classifications.

Classification8Description

string

Classification 8 Description

Description of classification 8. See view Classifications.

ClassificationDescription

string

Classification Description

Obsolete.

Code

string(18)

Code

Unique key, fixed length numeric string with leading spaces, length 18. IMPORTANT: When you use OData $filter on this field you have to make sure the filter parameter contains the leading spaces.

CodeAtSupplier

string(20)

Code at Supplier

Code under which your own company is known at the account.

CompanySize

guid

Company Size

Reference to Company size of the account.

ConsolidationScenario

int16

Consolidation Scenario

Consolidation scenario (Time & Billing). Values: 0 = No consolidation, 1 = Item, 2 = Item + Project, 3 = Item + Employee, 4 = Item + Employee + Project, 5 = Project + WBS + Item, 6 = Project + WBS + Item + Employee. Item means in this case including Unit and Price, these also have to be the same to consolidate.

ControlledDate

datetime

Date Checked

Date of the latest control of account data with external web service.

Costcenter

string(8)

Cost Center

Obsolete.

CostcenterDescription

string(60)

Cost Center Description

Obsolete.

CostPaid

int16

Cost Paid

Obsolete.

Country

string(30)

Country

Country code.

CountryName

string(60)

Country Name

Country name.

Created

datetime

Created

Creation date.

CreatedUtc

datetime

Created (UTC)

Creation date in UTC.

Creator

guid

Creator

User ID of creator.

CreatorFullName

string(240)

Creator Full Name

Name of creator.

CreditLinePurchase

double

Credit Line for Purchase

Maximum amount of credit for Purchase. If no value has been defined, there is no credit limit.

CreditLineSales

double

Credit Line for Sales

Maximum amount of credit for sales. If no value has been defined, there is no credit limit.

Currency

string(30)

Currency

Obsolete.

CustomerSince

datetime

Customer Since

Obsolete.

DatevCreditorCode

string(30)

DATEV Creditor Code

DATEV creditor code for Germany legislation.

DatevDebtorCode

string(30)

DATEV Debtor Code

DATEV debtor code for Germany legislation.

DeliveryAdvice

int16

 

 

DiscountPurchase

double

Discount for Purchase

Default discount percentage for purchase. This is stored as a fraction. ie 5.5% is stored as .055.

DiscountSales

double

Discount for Sales

Default discount percentage for sales. This is stored as a fraction. ie 5.5% is stored as .055.

Division

int32

Division

Division code.

DivisionCompanyCoCNumber

string(20)

Division Chamber of Commerce Number

Chamber of commerce number of the Exact Online division.

DivisionCompanyIBANNumber

string(50)

Division IBAN Number

IBAN number of the Exact Online division.

DivisionCompanyName

string(50)

Division Company Name

Company name of the Exact Online division.

DivisionCompanyRSINNumber

string(9)

Division RSIN Number

RSIN number of the Exact Online division.

DivisionCompanyVATNumber

string(35)

Division VAT Number

VAT number of the Exact Online division.

DivisionCompanyWageTaxNumber

string(60)

Division Wage Tax Number

Wage tax number of the Exact Online division.

DivisionLabel

string(128)

Division Label

Label of the Exact Online division.

DivisionName

string(50)

Administration Name

Name of the Exact Online division.

DivisionOwnerCompanyName

string(50)

Subscription Holder Name

Name of the customer account in division 1 owning the Exact Online subscription to which this division belongs.

DivisionOwnerCompanyNumber

string(18)

Subscription Holder Number

Number of the customer account in division 1 owning the Exact Online subscription to which this division belongs.

DivisionShortName

int64

Division Short Name

Short name of the Exact Online division.

Document

guid

Document

Obsolete.

DunsNumber

string(9)

DUNS Number

Obsolete.

Email

string(128)

Email

E-Mail address of the account.

EndDate

datetime

End Date

Determines in combination with the start date if the account is active. If the current date is > end date the account is inactive.

EstablishedDate

datetime

Established Date

RegistrationDate.

Fax

string(25)

Fax

Fax number.

GLAccountPurchase

guid

GL Account for Purchase

Default (corporate) GL offset account for purchase (cost).

GLAccountSales

guid

GL Account for Sales

Default (corporate) GL offset account for sales (revenue).

GLAP

guid

Accounts Payables General Ledger

Default GL account for Accounts Payable.

GLAR

guid

Accounts Receivables General Ledger

Default GL account for Accounts Receivable.

GlnNumber

string(13)

GLN Number

Global Location Number can be used by companies to identify their locations, giving them complete flexibility to identify any type or level of location required.

HasWithholdingTaxSales

boolean

Has Withholding Tax Sales

Indicates whether a customer has withholding tax on sales.

ID

guid

ID

Primary key.

IgnoreDatevWarningMessage

boolean

Ignore DATEV Warning Message

Suppressed warning message when there is duplication on the DATEV code.

IntraStatArea

string

Intrastat Area

Intrastat Area.

IntraStatDeliveryTerm

string

Intrastat Delivery Term

Intrastat delivery method.

IntraStatSystem

string(5)

Intrastat System

System for Intrastat.

IntraStatTransactionA

string(1)

Intrastat Transaction A

Transaction type A for Intrastat.

IntraStatTransactionB

string(1)

Intrastat Transaction B

Transaction type B for Intrastat.

IntraStatTransportMethod

string(1)

Intrastat Transport Method

Transport method for Intrastat.

InvoiceAccount

guid

Invoice Account

ID of account to be invoiced instead of this account.

InvoiceAccountCode

string(18)

Invoice Account Code

Code of InvoiceAccount.

InvoiceAccountName

string(50)

Invoice Account Name

Name of InvoiceAccount.

InvoiceAttachmentType

int32

Invoice Attachment Type

Indicates which attachment types should be sent when a sales invoice is printed. Only values in related table with Invoice=1 are allowed.

InvoicingMethod

int32

Invoicing Method

Method of sending for sales invoices. Values: 1: Paper, 2: EMail, 4: Mailbox (electronic exchange).

IsAccountant

int16

Is Accountant

Indicates whether the account is an accountant. Values: 0 = No accountant, 1 = True, but accountant doesn't want his name to be published in the list of accountants, 2 = True, and accountant is published in the list of accountants.

IsAgency

int16

Is Agency

Indicates whether the accounti is an agency.

IsAnonymised

int16

Is Anonymised

Indicates whether the account is anonymised.

IsBank

boolean

Is Bank

Obsolete.

IsCompetitor

int16

Is Competitor

Indicates whether the account is a competitor.

IsExtraDuty

boolean

Is Extra Duty

Indicates whether a customer is eligible for extra duty.

IsMailing

int16

Is Mailing

Indicates if the account is excluded from mailing marketing information.

IsMember

boolean

Is Member

Obsolete.

IsPilot

boolean

Is Pilot

Indicates whether the account is a pilot account.

IsPurchase

boolean

Is Purchase

Obsolete.

IsReseller

boolean

Is Reseller

Indicates whether the account is a reseller.

IsSales

boolean

Is Sales

Indicates whether the account is allowed for sales.

IsSupplier

boolean

Is Supplier

Indicates whether the account is a supplier.

Language

string(30)

Language

Language code.

LanguageDescription

string(60)

Language Description

Language description.

Latitude

double

Latitude

Latitude (used by Google maps).

LeadPurpose

guid

Lead Purpose

Reference to Lead Purpose of an account.

LeadSource

guid

Lead Source

Reference to Lead Source of an account.

Logo

byte[]

Logo

Bytes of the logo image.

LogoFileName

string

Logo File Name

The file name (without path, but with extension) of the image.

LogoThumbnailUrl

string

Logo Thumbnail (URL)

Thumbnail url of the logo.

LogoUrl

string

Logo (URL)

Url to retrieve the logo.

Longitude

double

Longitude

Longitude (used by Google maps).

MainContact

guid

Main Contact

Reference to main contact person.

Modified

datetime

Modified

Last modified date.

ModifiedUtc

datetime

Modified (UTC)

Last modified date in UTC.

Modifier

guid

Modifier

User ID of modifier.

ModifierFullName

string(240)

Modified Full Name

Name of modifier.

Name

string(50)

Name

Account name.

OINNumber

string(20)

OIN Number

Dutch government identification number.

Parent

guid

Parent

ID of the parent account.

PayAsYouEarn

string

Pay-as-you-Earn

Indicates the loan repayment plan for UK legislation.

PaymentConditionPurchase

string(2)

Payment Condition Purchase

Code of default payment condition for purchase.

PaymentConditionPurchaseDescription

string(60)

Payment Condition Purchase Description

Description of PaymentConditionPurchase.

PaymentConditionSales

string(2)

Payment Condition Sales

Code of default payment condition for sales.

PaymentConditionSalesDescription

string(60)

Payment Condition Sales Description

Description of PaymentConditionSales.

Phone

string(25)

Phone

Phone number.

PhoneExtension

string(15)

Phone Extension

Phone number extention.

Postcode

string(20)

Postal Code

Visit address postcode.

PriceList

guid

Price List

Default sales price list for account.

PurchaseCurrency

string(30)

Purchase Currency

Currency of purchase.

PurchaseCurrencyDescription

string(60)

Purchase Currency Description

Description of purchase currency.

PurchaseLeadDays

int32

Purchase Lead Days

Indicates number of days required to receive a purchase. Acts as a default.

PurchaseVATCode

string(3)

Purchase VAT Code

Default VAT code used for purchase entries.

PurchaseVATCodeDescription

string(60)

Purchase VAT Code Description

Description of Purchase VAT code.

RecepientOfCommissions

boolean

Recipient of Commissions

Define the relation that should be taken in the official document of the rewarding fiscal fiches Belcotax.

Remarks

string

Remarks

Remarks.

Reseller

guid

Reseller

ID of the reseller account. Conditions: the target account must have the property IsReseller turned on.

ResellerCode

string(18)

Reseller Code

Code of Reseller.

ResellerName

string(50)

Reseller Name

Name of Reseller.

RSIN

string(30)

RSIN Number

Fiscal number for NL legislation.

SalesCurrency

string(30)

Sales Currency

Currency of Sales used for Time & Billing.

SalesCurrencyDescription

string(60)

Sales Currency Description

Description of SalesCurrency.

SalesTaxSchedule

guid

Sales Tax Schedule

Obsolete.

SalesTaxScheduleCode

string

Sales Tax Schedule Code

Obsolete.

SalesTaxScheduleDescription

string

Sales Tax Schedule Description

Obsolete.

SalesVATCode

string(3)

Sales VAT Code

Default VAT code for a sales entry.

SalesVATCodeDescription

string(60)

Sales VAT Code Description

Description of Sales VAT code.

SearchCode

string(15)

Search Code

Search code.

SecurityLevel

int32

Security Level

Security level (0 - 100).

SeparateInvPerProject

int16

Separate Invoice per Project

Separate invoice per project (Time & Billing).

SeparateInvPerSubscription

int16

Separate Invoice per Subscription

Indicates how invoices are generated from subscriptions. 0 = subscriptions belonging to the same customer are combined in a single invoice. 1 = each subscription results in one invoice. In both cases, each individual subscription line results in one invoice line.

ShippingLeadDays

int32

Shipping Lead Days

Indicates the number of days it takes to send goods to the customer. Acts as a default.

ShippingMethod

guid

Shipping Method

Default shipping method.

ShowRemarkForSales

boolean

Show Remark for Sales

Indicates whether to display Ordered by account's remarks when creating a new sales order.

StartDate

datetime

Start Date

Indicates in combination with the end date if the account is active.

State

string(30)

State

State/Province/County code. When changing the Country and the State is filled, the State must be assigned with a valid value from the selected country or set to empty.

StateName

string(60)

State

Name of state/province.

Status

string(1)

Status

If the status field is filled this means the account is a customer. The value indicates the customer status. Possible values: A=None, S=Suspect, P=Prospect, C=Customer.

StatusSince

datetime

Status Since

Obsolete.

TradeName

string(50)

Tradename

Trade name can be registered and shown with the client (for all legislations).

Type

string(1)

Type

Account type: Values: A = Relation, D = Division.

UniqueTaxpayerReference

string

Unique Taxpayer Reference

Unique taxpayer reference for UK legislation.

VATLiability

string

VAT Liability

Indicates the VAT status of an account to be able to identify the relation that should be selected in the VAT debtor listing in Belgium.

VATNumber

string(35)

VAT Number

The number under which the account is known at the Value Added Tax collection agency.

Website

string(128)

Website

Website of the account.

 

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