SWOT REST API Calls

SALESMATRIX SWOT API calls:

Create new SWOT Company Account

Get verification Code

REST Post: /api/SWOT/15/
Json Input example:
{"RegID":0,"Phone":"911","Comment":"New Test account for JA Russell","Company":"JA Russell Ltd","Country":"NZ","Email":"JohnNoHere@salesmatrix.com","Name":"John JAMES","Software":"Attache"}
 
Return:
"{\r\n \"Table\": [\r\n {\r\n \"Column1\": 134,\r\n \"Column2\": \"name@email.com\"\r\n }\r\n ]\r\n}"
 

Parameters:

RegID Int Optional
Phone String varchar(60)
Comment String ​varchar(60)
Company String ​varchar(60)  Mandatory
Country String ​varchar(60) Mandatory
Email String ​varchar(60) Mandatory
Name String ​varchar(60) Mandatory
Software String
From List:
        Xero,
        QuickBooks,
        Dear ,
        TradeGecko,
        Unleashed,
        Attache,
        ODBC
 
 
 
 
Example Email returned to Email address:
 
 
Error:
"{\r\n \"Table\": [\r\n {\r\n \"Column1\": -1,\r\n \"Column2\": \"name@email.com\"\r\n }\r\n ]\r\n}"

Create new Company and receive CompanyToken using Verification Code

REST Post: /api/SWOT/16/?Para1= [email]& Para2=[password from email]
 
 
Return:
Success:
"{\r\n \"Table\": [\r\n {\r\n \"Database\": \"DemoDelete\",\r\n \"Token\": \"33693389-0F8C-4884-95DA-A731F5D24DB4\",\r\n \"DBO_User\": \"DemoDelete_dbo\",\r\n \"Password\": \"Cfyj@JhW4=\"\r\n }\r\n ]\r\n}"
 
 
Example Email returned to Email address:
Error:
"{\r\n \"Table\": [\r\n {\r\n \"Database\": \"Error: No Database created\",\r\n \"Token\": \"0\",\r\n \"DBO_User\": \"-\",\r\n \"Password\": \"-\"\r\n }\r\n ]\r\n}"
 

Create a new user using company Token

REST Post: /api/SWOT/17/?Token= [Co.Token]& Para1=[email]
 
 

Update SWOT Strings

After a Transaction update a basic SWOT update routine is automatically called. This updates the periods, and the customer ranking. For updates to other SWOT results, the appropriate Update routines should be called as follows:
 
REST Post: /api/SWOT/18/?Token= [Co.Token]& Para1={updateType}
Where         
updateType = 0 = Basic Update
updateType = 1 = Regular Update
updateType = 2 = Weekly Update
updateType = 3 = Monthly Update

Data Loading:

There are 5 data loading APIs for uploading data:
  1. Customers
  2. Products
  3. Transactions
  4. Contacts
  5. Categories
Each can be uploaded with a Rest call with a Json data body.
 
NOTE: The Token in the URL can be also passed as part of a basic authorised header.
User:Token
Password: {Token Value}
 
These are the structures to POST data into the SWOT dataset:

1. Customers

REST Post: /api/SWOT/30/?Token=[companyToken]

Fields
  [cid]
[nvarchar](36)
NOT NULL
Unique ID of customer from Accounting system
  [cname]
[nvarchar](60)
NOT NULL
Name of customer. Should also be unique
  [ccat1]
[nvarchar](22)
NULL
Category 1 of customer
  [ccat2]
[nvarchar](22)
NULL
Category 2 of customer
  [ccat3]
[nvarchar](22)
NULL
Category 3 of customer
  [ccat4]
[nvarchar](22)
NULL
Category 4 of customer
  [ccat5]
[nvarchar](22)
NULL
Category 5 of customer
  [nvalue1]
[numeric] (12, 3)
NULL
Free for customer value eg Balance outstanding
  [nvalue2]
[numeric] (12, 3)
NULL
Ditto 2
  [nvalue3]
[numeric] (12, 3)
NULL
Ditto 3
  [nvalue4]
[numeric] (12, 3)
NULL
Ditto 4
  [nvalue5]
[numeric] (12, 3)
NULL
Ditto 5
  [ccontact]
[nvarchar] (100)
NULL
Main FullName of Contact from Customer Record
  [cemail]
[nvarchar] (100)
NULL
Main Email from customer record
  [cphone1]
[nvarchar] (20)
NULL
Phone from Customer Record
  [cphone2]
[nvarchar] (20)
NULL
Phone2 from Customer Record
  [ExternalRef1]
[nvarchar] (36)
NULL
Additional Unique External Reference 1
  [ExternalRef2]
[nvarchar] (36)
NULL
Additional Unique External Reference 2
Json Input Example:
[{"ccat1":"C1GV","ccat2":"C2REP_3","ccat3":"C3087","ccat4":"C4___RD","ccat5":"C5___ED","ccontact":"Neale De Malmanche","cemail":"neale@go.com.au","cid":"C1008","cname":"Go Vita Werribee Pla","cphone1":"8944777RYE03","cphone2":"0412317947", "irank":0,"nvalue1":2,"nvalue2":0,"nvalue3":0,"nvalue4":3,"nvalue5":3}]
Return String:
"{\r\n  \"Table\": [\r\n    {\r\n      \"RecordsInput\": 3673\r\n    }\r\n  ]\r\n}"

2. Products

REST Post:  /api/SWOT/31/?Token=[companyToken]

Fields
  [cid]
[nvarchar](36)
NOT NULL
Unique identifier of the Product
  [cname]
[nvarchar](60)
NOT NULL
(Should be) Unique Name of Product
  [pcat1]
[nvarchar](22)
NULL
Product Category 1
  [pcat2]
[nvarchar](22)
NULL
Product Category 2
  [pcat3]
[nvarchar](22)
NULL
Product Category 3
  [pcat4]
[nvarchar](22)
NULL
Product Category 4
  [pcat5]
[nvarchar](22)
NULL
Product Category 5
  [nvalue1]
[numeric] (12, 3)
NULL
Free for Stock on Hand, UOM etc
  [nvalue2]
[numeric] (12, 3)
NULL
Ditto
  [nvalue3]
[numeric] (12, 3)
NULL
Ditto
  [nvalue4]
[numeric] (12, 3)
NULL
Ditto
  [nvalue5]
[numeric] (12, 3)
NULL
Ditto
  [nunitprice]
[numeric] (12, 3)
NULL
Latest Unitprice for Product
  [nunitcost]
[numeric] (12, 3)
NULL
Latest Unit Cost for Product
  [cmanager]
[nvarchar](22)
NULL
Manager reference
 [ExternalRef1]
[nvarchar] (36)
NULL
Additional Unique External Reference 1
 [ExternalRef2]
[nvarchar] (36)
NULL
Additional Unique External Reference 1
Json Input example:
[{"cid":"C00102","cmanager":"","cname":"Oat Bran 5kg","irank":0,"nunitcost":0,"nunitprice":0,"pcat1":"P1LOW","pcat2":"P20111","pcat3":"P301","pcat4":"P401","pcat5":"P5___ED"}]
 
Return String:
"{\r\n  \"Table\": [\r\n    {\r\n      \"RecordsInput\": 3673\r\n    }\r\n  ]\r\n}"
 
3.Transactions

REST Post:  /api/SWOT/33/?Token=[companyToken]

Fields
  [cprodid]
[nvarchar](36)
NOT NULL
Unique identifier of the Product
  [ccustid]
[nvarchar](36)
NOT NULL
Unique identifier of the Customer
  [cperiodid]
[nvarchar](4)
NULL
Period Identifer if special period Ids are used.
  [csmanid]
[nvarchar](36)
NULL
Unique identifier of the Rep
  [cperiod2id]
[nvarchar](4)
NULL
Period Identifer 2 if special period Ids are used.
  [nunits]
[numeric] (18, 3)
NOT NULL
Units of the transaction
  [nvalue]
[numeric] (18, 3)
NOT NULL
Value of the Transaction
  [ncost]
[numeric] (18, 3)
NULL
Cost of the transaction
  [dtrandate]
[date]
NOT NULL
Date of the transaction
  [dtrantime]
[datetime] 
NULL
Time of Transaction (if available)
  [Ltag]
[int]
NULL
 
  [ExternalRef1]
[nvarchar] (36)
NULL
Additional External Reference 1. Could be used for Invoice Number
  [ExternalRef2]
[nvarchar] (36)
NULL
Additional Unique External Reference
 
Json Input example:
[{"ccustid":"C1024","cprodid":"C0070","csmanid":"11","dtrandate":"2014-1-29","ncost":6.920,"nunits":1,"nvalue":10 }]
 
Return String:
"{\r\n  \"Table\": [\r\n    {\r\n      \"RecordsInput\": 3673\r\n    }\r\n  ]\r\n}"
 
 
 

4. Contacts

REST Post:  /api/SWOT/32/?Token=[companyToken]
 

Fields
  [contactid]
[nvarchar](36)
 
NOT NULL
  [contactGUID]
[nvarchar](36)
 
NULL
  [customerid]
[nvarchar](36)
 
NOT NULL
  [contacttype]
[nvarchar](30)
 
NULL
  [FirstName]
[nvarchar](30)
 
NULL
  [MiddleNames]
[nvarchar](30)
 
NULL
  [Surname]
[nvarchar](30)
 
NULL
  [Fullname]
[nvarchar](96)
 
NOT NULL
  [JobTitle]
[nvarchar](30)
 
NULL
  [Email1]
[nvarchar](64)
 
NULL
  [Email2]
[nvarchar](64)
 
NULL
  [Phone1]
[nvarchar](24)
 
NULL
  [Phone2]
[nvarchar](24)
 
NULL
  [Address1]
[nvarchar] (128)
 
NULL
  [Address2]
[nvarchar] (128)
 
NULL
  [Suburb]
[nvarchar] (64)
 
NULL
  [City]
[nvarchar] (64)
 
NULL
  [PostCode]
[nvarchar] (32)
 
NULL
  [Country]
[nvarchar] (64)
 
NULL
 
Json Input example:
[{“contactid”:”JSMIT01”,"contactGUID":" 0871FEF4-53C6-4864-ACD3-793F5C9DF577","customerid":" 98711234-5256-4984-ABD5-793F5BCDF589","contacttype":"1","FullName":"John Smithers","Phone1":”90 21456673458”,"email1":"nvalue@hoppers.com.au" }]
 
Return String:
 
(to be completed)
 
 

5. Categories

REST Post:  /api/SWOT/35/?Token=[companyToken]
 

Fields
  [categoryid]
[nvarchar](36)
NOT NULL
  [categoryGUID]
[nvarchar](36)
NULL
  [Description]
[nvarchar](36)
NOT NULL
  [categorytype]
[nvarchar](5)
{C0,C1,C2,C3,C4,C5} or
{P0,P1,P2,P3,P4,P5}
 
 
To change Category List headings
1. Set Categorytype = C0 or P0
2. Set Categoryid = ‘CCATn’ or ‘PCATn’ corresponding to the category list
3. Set Description to the new description
 
To change Category items
1. Set Categorytype = C1,C2,C3,C4,C5 or P1,P2,P3,P4,P5
2. Set Categoryid = ID that appears in Customer or Product Record
3. Set Description to the new description
 
 
 
Json Input example:
[{“categoryid”:”Chem”,"categoryGUID":" 0871FEF4-53C6-4864-ACD3-793F5C9DF577","description”:”Chemists”,”categorytype”:”C2”}]
 
Return String:
(to be completed)
 

Basic Database Diagram

 

Utilities for checking existing data:

 

Get Maximum and minimum dates in Dataset

REST Get: /api/SWOT/18/?Token=[companyToken]

Return String Json format table:

"{\r\n  \"Table\": [\r\n    {\r\n      \"MaxDate\": \"2013-12-22T00:00:00\",\r\n      \"MinDate\": \"2012-01-05T00:00:00\"\r\n    }\r\n  ]\r\n}"

Get Transaction Totals Information

 

REST Get: /api/SWOT/19/?Token=[companyToken]&Para1=[yyyy-mm-dd]&Para2=[yyyy-mm-dd]

Where Para1 = From date and Para2 = to Date
Example:
/api/SWOT/19/?Token=0871FEF4-53C6-4864-ACD3-793F5C9DF588&Para1=2012-12-01&Para2=2013-02-02
Return String  Json format Table
"{\r\n  \"Table\": [\r\n    {\r\n      \"TotalValue\": 302023.890,\r\n      \"TotalCost\": 249597.818,\r\n      \"TotalUnits\": 23880.000,\r\n      \"TotalTrans\": 8528\r\n    }\r\n  ]\r\n}"
 

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