Core API Update Log

Date: July 03, 2021

This Core RESTful API v1.0.11 update log describes the changes made to the Core APIs. If you have any questions, please reach out to Core Developer Support.

Following are the updates made in this release:

  1. Introduced CRM APIs. It brings Core Client Relationship Management (CRM) functions on the API platform. Check them out here.

    ModuleEndpoint
    Follow-Upscrm/followup
    Leadscrm/lead
    Prospectscrm/prospect
    Opportunitiescrm/opportunity
    Quotescrm/quote
    Quote Templatescrm/quotetemplate
    Proposalscrm/proposal
    Proposal Templatescrm/proposaltemplate
    Campaignscrm/campaign
    Sales Goalscrm/salesgoal
    Email Templatescrm/emailtemplate
    Commission Profilescrm/commissionprofile
    Promotionscrm/promotion
    Campaign Statuscrm/lists/campaignstatus
    Campaign Typescrm/lists/campaigntype
    Competitionscrm/lists/competition
    Industriescrm/lists/industry
    Lead Sourcescrm/lists/leadsource
    Opportunity Stagescrm/lists/opportunitystage
    Opportunity Typescrm/lists/opportunitytype
    Prioritiescrm/lists/priority
    Regionscrm/lists/region
    Follow-Up Typescrm/lists/followuptype
    Scorescrm/lists/score
  2. Introduced the Fund Transfer endpoint in Core API. It is used to move money, assets or funds between the balance sheet accounts. Check it out here.

    3. Fund Transfer Model

  3. Added the following property in the Employee and Vendor models:
    • DateOfBirth: Date of birth of an employee in ISO 8601 date-time format, such as YYYY-MM-DDThh:mm:ss.

    4. Employee Model

    Vendor Model

  4. Added the following properties in the Bill model:
    • Term: Payment term associated with a bill, e.g., Due Upon Receipt, Net 30, etc.
    • TermId: Identifier of the payment term associated with a bill.
    • Reimbursable: Indicates whether the bill is an employee reimbursable expense.

    5. Bill Model

  5. Added the following property in the Invoice model:
    • MiscellaneousAmount: Any miscellaneous charges added to the invoice. It increases the bill amount.

    6. Invoice Model

  6. Introduced the Attach method for the Invoice endpoint. It allows you to attach existing time and expense entries to an invoice. Check it out here.