Table of Contents
Accounts Metadata
| Name | Property | Data Type | Max Length | Notes |
|---|---|---|---|---|
| Account ID | accountId |
Integer | 10 | |
| Parent Account ID | parentAccountId |
Integer | 10 | Required when no parentAccountNumber provided |
| Parent Account Number | parentAccountNumber |
Text | 250 | Required when no parentAccountId provided |
| Parent Account Name | parentAccountName |
Text | 300 | For display only |
| Account Group | accountGroup |
Text | 100 | Required |
| Account Name | accountName |
Text | 300 | Required when accountGroup is Category or Corporation |
| Prefix | prefix |
Text | 10 | |
| First Name | firstName |
Text | 75 | Required when accountGroup is Individual |
| Middle Initial | middleInitial |
Text | 75 | |
| Last Name | lastName |
Text | 75 | Required when accountGroup is Individual |
| Suffix | suffix |
Text | 10 | |
| Account Number | accountNumber |
Text | 250 | |
| Account Type | accountType |
Text | 100 | Required |
| Street 1 | street1 |
Text | 220 | Required when accountGroup is Corporation or Individual |
| Street 2 | street2 |
Text | 220 | |
| Street 3 | street3 |
Text | 220 | |
| City | city |
Text | 120 | Looked up by zip |
| State | state |
Text | 2 | Looked up by zip |
| Zip | zip |
Text | 10 | Required when accountGroup is Corporation or Individual, must be a valid five digit zip code |
email |
Text | 1024 | ||
| Phone Number | phoneNumber |
Text | 15 | |
| Fax Number | faxNumber |
Text | 15 | |
| Social Security Number | socialSecurityNumber |
Text | 100 | Valid when accountGroup is Individual only |
| Website | website |
Text | 100 | Valid when accountGroup is Corporation only |
| Tax Status | taxStatus |
Text | 50 | Valid when accountGroup is Corporation only |
| EIN | ein |
Text | 50 | Valid when accountGroup is Corporation only |
| Bill To Account ID | billToAccountId |
Integer | 10 | |
| Bill To Account Number | billToAccountNumber |
Text | 250 | |
| Bill To Account Name | billToAccountName |
Text | 300 | For display only |
| Account Status | accountStatus |
Text | 100 | Required |
| Status Effective Date | statusEffectiveDate |
Date | 24 | |
| User-Defined Fields | userDefinedFields |
Collection | 100 | |
| Field Name | fieldName |
Text | 50 | |
| Field Value | fieldValue |
Text | 4000 |