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Info

The Users

and Accounts

API feed endpoints allows you to integrate User and Account information with other employee and customer-based software such as HRMS and CRM.

The feed is available if you have the API Feeds module. Please speak to your CSM to find out more about this module.

Purpose of the API

Feed

Feeds

This Users and Accounts API Feed could be used to connect your accessplanit platform to other employee or customer platforms, such as your CRM system to sync your customer contacts, or your HR system to sync your employees.

Connecting your platforms and syncing the data between them removes the need for double data entry, reduces the risk of human error and eases the headache of managing multiple pieces of software!


Fields Available in the API Feeds

There are three feeds included for Users and Accounts data

Each of these three feeds can be used to read data from, send updates to, and create new records in your accessplanit platform.

Users

This feed is used for accessing the details of Users within the database.

Field

GET
(Read)

PUT
(Update)

POST
(Create new)

Validation

User ID

(tick)

(error)

(tick)

Max 10 chars

Forenames

(tick)

(tick)

(tick) Mandatory

Middle Name

(tick)

(tick)

(tick)

Surname 

(tick)

(tick)

(tick) Mandatory

External ID 

(tick)

(tick)

(tick)

Email Address 

(tick)

(tick)

(tick)

Valid email address format

Phone Number 

(tick)

(tick)

(tick)

Job Title

(tick)

(tick)

(tick)

Marketing Opt-in 

(tick)

(tick)

(tick)

Address

(tick)

(tick)

(tick)

Town 

(tick)

(tick)

(tick)

County 

(tick)

(tick)

(tick)

Country 

(tick)

(tick)

(tick)

Y - must exist in the platform already

Postcode 

(tick)

(tick)

(tick)

Main Account ID

(tick)

(tick)

(tick) Mandatory

Must validate against existing Company

Main Account Name

(tick)

(tick)

(tick)

Status

(tick)

(tick)

(tick)

Preferred Method of Contact

(tick)

(tick)

(tick)

Gender

(tick)

(tick)

(tick)

Title (Mr, Mrs, etc.)

(tick)

(tick)

(tick)

Date of Birth

(tick)

(tick)

(tick)

Companies

This feed is used for accessing the details of Accounts within the database. Accounts are used to group Users and manage their employment records.

Field

GET
(Read)

PUT
(Update)

POST
(Create new)

Validation

Account ID   

(tick)

(error)

(tick)

Name

(tick)

(tick)

(tick) Mandatory

Email Address

(tick)

(tick)

(tick)

Valid email address format

Main Contact User ID

(tick)

(tick)

(tick)

Must validate against existing User ID

External ID

(tick)

(tick)

(tick)

Address

(tick)

(tick)

(tick)

Town

(tick)

(tick)

(tick)

County

(tick)

(tick)

(tick)

Country

(tick)

(tick)

(tick)

Postcode

(tick)

(tick)

(tick)

Account Group IDs

(tick)

(tick)

(tick) Mandatory

Must validate against existing Company Group

Company Groups

This feed is used for accessing the details of Account Groups within the database. Account Groups are used to categorise and group Accounts.

Field

GET
(Read)

PUT
(Update)

POST
(Create new)

Validation

Account Group ID

(tick)

(error)

(tick)

Account Group Label Name

(tick)

(tick)

(tick) Mandatory


Connecting to the API

Note

DISCLAIMER: By using accessplanit APIs, you agree to our terms of use.

To gain access to the Users and Accounts API Feed please speak to the CSM team at accessplanit on csm@accessplanit.comAs the API Feeds are an additional module, please contact your assigned Customer Success Manager (CSM) to gain access to them for your integrations.