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Exact Online API Data Model

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

Opportunities: Exact Online Opportunities

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Catalog: ExactOnlineREST

Schema: CRM

Primary Keys: ID

Label: Opportunities

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: Opportunities

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

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

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

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

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

Field Selection Method: Required

Table Columns

The columns of the table Opportunities 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

Account

guid

Account

Lead to which the opportunity applies.

Accountant

guid

Accountant

Accountant linked to the opportunity.

AccountantCode

string

Accountant Code

Code of the Accountant.

AccountantName

string(50)

Accountant Name

Name of the Accountant.

AccountCode

string(18)

Account Code

Code of Account.

AccountName

string(50)

Account Name

Name of account.

ActionDate

datetime

Action Date

Indicates the date before/on the NextAction is supposed to be done.

AmountDC

double

Amount Division Currency

Amount in the default currency of the company. AmountDC = AmountFC * RateFC.

AmountDCWeighted

double

 

Opportunity weighted amount in division currency.

AmountFC

double

Amount Foreign Currency

Amount in the currency of the transaction.

AmountFCWeighted

double

 

Opportunity weighted amount in foreign currency.

Campaign

guid

Campaign

Reference to the campaign opportunity is related to.

CampaignDescription

string

Campaign Description

Description of Campaign.

Channel

int16

Channel

Reference to the channel opportunity is related to.

ChannelDescription

string

Channel Description

Description of Channel.

CloseDate

datetime

Date Closed

The date when the opportunity is expected to be closed.

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 the creator.

Currency

string(30)

Currency

Currency code.

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.

ID

guid

ID

Primary key.

LeadSource

guid

Lead Source

The source of the lead/opportunity.

LeadSourceDescription

string

Lead Source Description

Description of LeadSource.

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

Name

Name of the opportunity.

NextAction

string

Next Action

Indicates what follow up action is to be undertaken to move the opportunity towards a deal. Is used in combination with ActionDate.

Notes

string

Notes

Notes of the opportunity.

OpportunityDepartmentCode

int16

 

 

OpportunityDepartmentDescription

string

 

 

OpportunityStage

guid

Opportunity Stage

The stage of the opportunity. This is a list defined by the user.

OpportunityStageDescription

string

Opportunity Stage Description

Description of OpportunityStage.

OpportunityStatus

int32

Opportunity Status

Status: 1=Open, 2=Closed won, 3=Closed lost.

OpportunityType

int16

Opportunity Type

Code of Opportunity Type.

OpportunityTypeDescription

string(240)

Opportunity Type Description

Description of Opportunity Type.

Owner

guid

Owner

The resource who owns the opportunity and is responsible to close the opportunity (either won or lost).

OwnerFullName

string(240)

Owner Full Name

Name of Owner.

Probability

double

Probability

The chance that the opportunity will be closed and won. The default for the probability depends on the default from the opportunity stage.

Project

guid

Project

Reference to project.

ProjectCode

string(20)

Project Code

Code of Project.

ProjectDescription

string(60)

Project Description

Description of Project.

RateFC

double

Rate Foreign Currency

Exchange rate from original to division currency.

ReasonCode

guid

Reason Code

Indicates the reason why the opportunity was lost.

ReasonCodeDescription

string

Reason Code Description

Description of ReasonCode.

Reseller

guid

Reseller

Reseller linked to the opportunity.

ResellerCode

string(18)

Reseller Code

Code of the Reseller.

ResellerName

string(50)

Reseller Name

Name of the Reseller.

SalesType

guid

Sales Type

Reference to Sales type.

SalesTypeDescription

string(240)

Sales Type Description

Description of SalesType.

 

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