Update Organization Account
Use this request to edit standard and custom field data for a particular organization account.
REST
Request
https://api.neoncrm.com/neonws/services/api/account/updateOrganizationAccount?userSessionId=[session id]&organizationAccount.accountId=123814&organizationAccount.organizationName=NeonCRM
Danger!
If you include a blank parameter:
&organizationAccount.primaryContact.phone1=
Any existing data will be deleted.
Also, if you fail to include a field parameter in your request, any existing data in that field will be deleted. In practical terms, to use this method to update data from an existing account, you’ll want to:
- Retrieve the complete account data using Retrieve Organization Account
- Populate all of that data into the parameters specified in this method
- Submit this request to the server.
Custom Fields
Through this API method, you can create Account Custom Field data. You cannot add data to Individual custom fields.
Custom fields have three parameters: .fieldId, .fieldOptionId, and .fieldValue. Text/textarea fields do not need any data supplied in the .OptionId field but you must include the parameter, left blank. In the same vein, select/radio fields will not need any data in the .fieldValue parameter, but you must include it (blank).
These parameters may be repeated as many times as desired to add data to multiple custom fields.
Text/Textarea Example:
&organizationAccount.customFieldDataList.customFieldData.fieldId=22
&organizationAccount.customFieldDataList.customFieldData.fieldOptionId=
&organizationAccount.customFieldDataList.customFieldData.fieldValue=EXAMPLETEXT
Select Menu/Radio Example:
&organizationAccount.customFieldDataList.customFieldData.fieldId=45
&organizationAccount.customFieldDataList.customFieldData.fieldOptionId=47
&organizationAccount.customFieldDataList.customFieldData.fieldValue=
Response
{ "updateOrganizationAccountResponse": {
"operationResult": "SUCCESS",
"responseMessage": "Organization account updated.",
"responseDateTime": "2012-12-27T00:44:40.980-06:00",
"accountId": 123814
}
}
SOAP
Request
<soapenv:envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:neon="http://www.z2systems.com/schemas/neonws/">
<soapenv:header>
<soapenv:body>
<neon:updateorganizationaccountrequest>
<usersessionid>T1357624094982</usersessionid>
<organizationaccount>
<accountid>5789</accountid>
<primarycontact>
<contactid>5890</contactid>
<firstname>kevin</firstname>
<!--Optional:-->
<lastname>lee</lastname>
<prefix>Mrs.</prefix>
<phone1>0422938473</phone1>
<phone1type>Home</phone1type>
<dob>1985-10-13</dob>
<gender>
<code>M</code>
</gender>
<email1>klee@z2systems.com</email1>
<deceased>false</deceased>
<addresses>
<address>
<isprimaryaddress>true</isprimaryaddress>
<isshippingaddress>false</isshippingaddress>
<shippingcompanyname></shippingcompanyname>
<shippingdeliverto></shippingdeliverto>
<addresstype>
<name>Home</name>
</addresstype>
<addressline1>14/29 mars ST</addressline1>
<addressline2></addressline2>
<addressline3></addressline3>
<addressline4></addressline4>
<city>cheng</city>
<state>
<name>ALABAMA</name>
</state>
<province></province>
<county></county>
<country>
<id>1</id>
</country>
<zipcode>6489</zipcode>
<zipcodesuffix>1</zipcodesuffix>
<startdate>2012-12-23</startdate>
<enddate>2013-04-21</enddate>
</address>
</addresses>
<department>Dev</department>
<title>BA</title>
</primarycontact>
<customfielddatalist>
<customfielddata>
<fieldid>53</fieldid>
<fieldoptionid>16</fieldoptionid>
</customfielddata>
</customfielddatalist>
<organizationname>neon</organizationname>
</organizationaccount>
</neon:updateorganizationaccountrequest>
</soapenv:body>
</soapenv:header>
</soapenv:envelope>
Response
<soap:envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
<soap:body>
<ns2:updateorganizationaccountresponse xmlns:ns2="http://www.z2systems.com/schemas/neonws/">
<operationresult>SUCCESS</operationresult>
<responsemessage>Organization account updated.</responsemessage>
<responsedatetime>2013-01-08T02:14:41.921-06:00</responsedatetime>
<accountid>5789</accountid>
</ns2:updateorganizationaccountresponse>
</soap:body>
</soap:envelope>
Request Parameters
Name | Required | Description |
---|---|---|
organizationAccount.accountId | Yes | The Account ID of the organization to be updated. |
organizationAccount.organizationName | Yes | |
organizationAccount.primaryContact.firstName | ||
organizationAccount.primaryContact.lastName | ||
organizationAccount.primaryContact.middleName | ||
organizationAccount.primaryContact.prefix | Possible values come from the List Prefixes request. | |
organizationAccount.primaryContact.suffix | ||
organizationAccount.primaryContact.preferredName | ||
organizationAccount.primaryContact.salutation | ||
organizationAccount.primaryContact.phone1 | ||
organizationAccount.primaryContact.phone1Type | Possible values: Home, Work, Mobile | |
organizationAccount.primaryContact.phone2 | ||
organizationAccount.primaryContact.phone2Type | Possible values: Home, Work, Mobile | |
organizationAccount.primaryContact.phone3 | ||
organizationAccount.primaryContact.phone3Type | Possible values: Home, Work, Mobile | |
organizationAccount.primaryContact.fax | ||
organizationAccount.primaryContact.dob | Date format: YYYY-MM-DD | |
organizationAccount.primaryContact.gender.code | Possible values can be retrieved using the List Genders method. | |
organizationAccount.primaryContact.gender.name | Possible values can be retrieved using the List Genders method. | |
organizationAccount.primaryContact.deceased | Possible values: true, false | |
organizationAccount.primaryContact.title | ||
organizationAccount.primaryContact.department | ||
organizationAccount.primaryContact.email1 | ||
organizationAccount.primaryContact.addresses.address.isPrimaryAddress | Whether this address is the primary address. Possible values: true, false | |
organizationAccount.primaryContact.addresses.address.isShippingAddress | Whether this address should be considered a shipping address. Possible values: true, false | organizationAccount.primaryContact.addresses.address.shippingCompanyName |
organizationAccount.primaryContact.addresses.address.shippingDeliverTo | ||
organizationAccount.primaryContact.addresses.address.addressId | ||
organizationAccount.primaryContact.addresses.address.addressType.id | Possible values can be retrieved from the List Address Types method. | |
organizationAccount.primaryContact.addresses.address.addressType.name | Possible values can be retrieved from the List Address Types method. | |
organizationAccount.primaryContact.addresses.address.addressLine1 | ||
organizationAccount.primaryContact.addresses.address.addressLine2 | ||
organizationAccount.primaryContact.addresses.address.addressLine3 | ||
organizationAccount.primaryContact.addresses.address.addressLine4 | ||
organizationAccount.primaryContact.addresses.address.city | ||
organizationAccount.primaryContact.addresses.address.state.code | Possible values can be retrieved from the List States method. | |
organizationAccount.primaryContact.addresses.address.state.name | Possible values can be retrieved from the List States method. | |
organizationAccount.primaryContact.addresses.address.province | Only used for countries other than US and Canada. Canadian provinces can be found in the States field. Note: If you send a value for either state.code or state.name, the value in the province field will be ignored. | |
organizationAccount.primaryContact.addresses.address.county | ||
organizationAccount.primaryContact.addresses.address.country.id | Possible values can be retrieved from the List Countries method. | |
organizationAccount.primaryContact.addresses.address.country.name | Possible values can be retrieved from the List Countries method. | |
organizationAccount.primaryContact.addresses.address.zipCode | ||
organizationAccount.primaryContact.addresses.address.zipCodeSuffix | ||
organizationAccount.primaryContact.addresses.address.startDate | Format: YYYY-MM-DD | |
organizationAccount.primaryContact.addresses.address.endDate | Format: YYYY-MM-DD | |
organizationAccount.noSolicitation | This corresponds to the Do Not Contact field. Possible values: true, false. | |
organizationAccount.url | ||
organizationAccount.login.username | If username is provided, password must also be provided. | |
organizationAccount.login.password | If password is provided, username must also be provided. | |
organizationAccount.login.orgId | ||
organizationAccount.customFieldDataList.customFieldData.fieldId | Retrieve possible account custom fields from the List Custom Fields request. | |
organizationAccount.customFieldDataList.customFieldData.fieldValue | Required if the custom field type is a text field. | |
organizationAccount.customFieldDataList.customFieldData.fieldOptionId | Required if the custom field type is not a text field. Possible values can be retrieved from the List Custom Fields request. | |
organizationAccount.source.id | Possible values can be retrieved from the List Sources method. | |
organizationAccount.source.name | Possible values can be retrieved from the List Sources method. | |
organizationAccount.organizationTypes.organizationType.id | Possible values can be retrieved from the List Organization Types method. | |
organizationAccount.organizationTypes.organizationType.name | Possible values can be retrieved from the List Organization Types method. | |
sendAcknowledgeEmail | Whether to trigger the default Account Creation system email. Possible values: true, false. Default is false. | |
consentInformation.emailConsentStatus | Possible values: GIVEN, DECLINED, NOT_ASKED. Default value is NOT_ASKED. | |
consentInformation.phoneConsentStatus | Possible values: GIVEN, DECLINED, NOT_ASKED. Default value is NOT_ASKED. | |
consentInformation.mailConsentStatus | Possible values: GIVEN, DECLINED, NOT_ASKED. Default value is NOT_ASKED. | |
consentInformation.smsConsentStatus | Possible values: GIVEN, DECLINED, NOT_ASKED. Default value is NOT_ASKED. | |
consentInformation.dataSharingConsentStatus | Possible values: GIVEN, DECLINED, NOT_ASKED. Default value is NOT_ASKED. |
Response Parameters
Name | Required | Description |
---|---|---|
accountId | Yes | Account ID |
Error Codes
Code | Text | Description |
---|---|---|
10050 | Organization name is required. | |
10051 | Organization type is required. | |
10052 | Available organization types cannot be found. | |
10053 | OrganizationType id is invalid. | |
10054 | Company contact id is invalid. | |
10055 | Address type is invalid. | |
10056 | Address state is invalid. | |
10057 | Address country is invalid. | |
10058 | Organization type name is invalid. | |
10059 | Organization type is invalid | |
10060 | Login username is required. | |
10061 | Login username is already exist. | |
10062 | Login password is required. | |
10063 | Source is invalid. | |
10064 | CustomField id is required. | |
10065 | CustomField id is invalid. | |
10067 | CustomField option value is required. | |
10068 | CustomField optionId is required. | |
10071 | CustomField optionId is invalid. | |
10070 | Organizaiton type is duplicated. | |
10072 | Account id is required. | |
10073 | Account id is invalid. | |
10075 | Only one address allowed for organizaiton primary contact. | |
10078 | Organization account primary contact id is required. | |
10079 | Current primary contact for this organization belongs to an individual account thus the contact information cannot be updated. Please refer to the UpdateIndividualAccount request. Invalid field: [field name]. |