The Users and Accounts API feed allows you to integrate User and Account information with other employee and customer-based software such as HRMS and CRM.
Purpose of the API Feed
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 |  |  N | | Max 10 chars |
| Forenames | | | Mandatory | |
| Middle Name | | | | |
| Surname | | | Mandatory | |
| External ID | | | | |
| Email Address | | | | Valid email address format |
| Phone Number | | | | |
Job Title | | | | |
| Marketing Opt-in | | | | |
| Address | | | | |
| Town | | | | |
| County | | | | |
| Country | | | | Y - must exist in the platform already |
| Postcode | | | | |
| Main Account ID | | | Mandatory | Must validate against existing Company |
| Main Account Name | | | | |
| Status | | | | |
| Preferred Method of Contact | | | | |
| Gender | | | | |
| Title (Mr, Mrs, etc.) | | | | |
| Date of Birth | | | |
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 | | N | | |
| Name | | | Mandatory | |
| Email Address | | | | Valid email address format |
| Main Contact User ID | | | | Must validate against existing User ID |
| External ID | | | | |
| Address | | | | |
| Town | | | | |
| County | | | | |
| Country | | | | |
| Postcode | | | | |
| Account Group IDs | | | 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 | | N | | |
| Account Group Label Name | | |
|
Connecting to the API
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.com