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Usage


Excerpt

Retrieves the details of accounts that have been loaded or updated within a specified date range.


Note

Since this API call does not have pagination, our recommendation is to apply smaller date ranges (not more than 30 days) otherwise, you may receive timeout errors.


Parameters

Name

Data Type

Length


Description

User




  • Username

String


Required

Provided by Debitsuccess

  • Password

String


Required

Provided by Debitsuccess

RequestInitiator

String

100

Optional

Optional – allows requesting user to be logged

StartDate

DateTime


Required

Start of the reporting period

Must be formatted as yyyy-MM-dd

EndDate

DateTime?


Optional

End of the reporting period

Must be formatted as yyyy-MM-dd

Following is a list of the different combinations of parameters which can be used for this method:

  • Providing StartDate and EndDate parameters returns account details for all accounts that have had details changed during the specified period.
  • Providing the StartDate parameter returns account details for all accounts that have had details changed after the specified date.

Response 

Name

Data Type

Description

DateCreated

DateTime

Date/time message was processed

Id

String

Unique ID for the message

ResponseNotes ()


Collection of validation messages

·       Code

String


·       Note

String


·       NoteType

Enum

Error, Warning, Info

Status

Enum

Failed, Succeed, Unknown

Accounts ()



·       Term

int

Length of term

·       TermType

Enum

Months, Payments

·       AccountCode

String

Account code from contract

·       AccountNotes     

String

Free form notes field.

·       AccountReferenceNo

String

Debitsuccess Reference number

·       ContractPrefix

String

Provided by Debitsuccess (allows customer accounts to be split into different organisational groups if required)

·       ExternalAccountReferenceNo

String

Your account identifier

·       NextBillingDate

DateTime?

Next date the account is due to be billed on

·       LastBillingDate

DateTime?

Last date the account was billed on

·       OverdueStatus

int

0, 1, 2, 3 (0 = Not overdue, 3 = last stage before being send to debt collection or written off)

·       OverdueAmount

Decimal (10, 2)


·       OverdueAmountWithoutFees

Decimal (10, 2)

Overdue amount without Debitsuccess establishment or penalty fees.

·       FixedTerm

Boolean

true – account will be closed at the end of the minimum term

false – account will continue to bill after the minimum term

·       LastReversalReason

String

Reason for last payment failure

·       CancelReason

String

Reason account was closed

·       Suspended

Boolean

true – payments are suspended (the amount owing will NOT continue to accrue while payments are suspended)

·       SuspensionEndDate

DateTime

Date that suspension is due to end

·       PaymentsStopped

Boolean

true – payments have been stopped (the amount owing will continue to accrue while payments are stopped)

·       PaymentStopEndDate

DateTime

Date that the payment stop is due to end

·       CurrentInstalment

Decimal (10, 2)

Current instalment amount

·       CurrentFrequency

Enum

Current payment frequency

·       CatchUpAmount

Decimal (10, 2)

Catch-up amount

·       CatchUpEndDate

DateTime

End date for catch-up

·       PaymentInAdvanceAmount

Decimal (10, 2)

Payment in advance amount

·       PaymentInAdvanceEndDate

DateTime

End date for payment in advance

·       DateAccountStarted

DateTime


·       DateAccountClosed

DateTime


·       DateAccountLoaded

DateTime


·       LastUpdatedDate

DateTime

Date that the customer account or a related record was last updated

·       MinTermTotalValue

Decimal (10, 2)

Amount to be collected for the account (in terms of recurring payments) before the account is past its minimum term

·       OutstandingBalance

Decimal (10, 2)

For an open account, this returns the amount remaining for the account to pay

·       OutstandingBalanceWithoutFees

Decimal (10, 2)

Outstanding balance without Debitsuccess establishment or penalty fees

·       AccountTemplate

Guid

OMG contract template unique-identifier

·       ProjectedFinishDate

DateTime

Calculated estimated time for the account finish date. This field is being calculated overnight.

·       CurrentBalance

Decimal (10, 2)

This returns the difference between what should have been paid at the current date vs the amount already paid.

A positive amount means that the customer account is overdue and a negative amount means the account is in credit.

·       CurrentBalanceWithoutFees

Decimal (10, 2)

Current balance excluding Debitsuccess fees.

·       DSFeeSchedules ()**



o   StartDate**

DateTime?


o   Installment**

Decimal? (10, 2)


o   PaymentFrequency**

Enum

OneOff

o   PaymentCode**

Enum

DebtCallFee

EstablishmentFee

MiscellaneousFee

PenaltyFee

Service

TransferFee

o   Description**

String


o   ScheduleId**

int

Unique identifier

·       OneOffSchedules ()



o   StartDate

DateTime?


o   Installment

Decimal? (10, 2)


o   PaymentFrequency

Enum

OneOff

o   Description

String

Description

o   ScheduleId

int

Unique identifier

·       RecurringSchedules ()



o   StartDate

DateTime?


o   EndDate

DateTime?


o   Installment

Decimal? (10, 2)


o   PaymentFrequency

Enum

Weekly, Fortnightly, FourWeekly, Monthly, BiMonthly, Quarterly

o   Description

String


o   ScheduleId

int

Unique identifier

·       SuspensionSchedules ()



o   StartDate

DateTime?


o   EndDate

DateTime?


o   Installment

Decimal? (10, 2)


o   PaymentFrequency

Enum

OneOff, Weekly, Fortnightly, FourWeekly, Monthly, BiMonthly, Quarterly

o   Description

String


o   ScheduleId

int

Unique identifier

·       Customer



o   CustomerDetail



§  DateOfBirth

DateTime?


§  Gender

Enum

Male, Female, Unknown

§  FirstName

String


§  MiddleName

String


§  LastName

String


§  Title

String


o   Contacts

ContactDetails


§  Phones ()

 


·       PhoneNumberType

Enum

Home, Mobile, Work, Emergency, Previous

·       CountryCode

Enum

NotSpecified, Aus, NZ, USA

·       StdCode

String


·       Number

String


·       Preferred

Boolean


·       Name

String


§  Emails ()

 


·       EmailAddress

String


·       Preferred

Boolean


§  Addresses ()

 


·       AddressType

Enum

Home, Business, Physical, Postal, Previous

·       Street                       

String


·       Suburb

String


·       City

String


·       State

Enum

See table

·       Postcode    

String


·       Country

Enum

NotSpecified, Australia, NewZealand, UnitedStatesOfAmerica

·       Locality

String


·       Preferred

Boolean

Whether the address is preferred (true or false)

·       Paymethod



o   AccountNo      

String


o   ExpiryDate

DateTime


o   AccountHolder

String


o   AccountType

Enum

BankAccount, CreditCard

o   CreditCardType

Enum

None, AmericanExpress, Mastercard, Visa

**These values will only be returned by a separate call GetCustomerAccountWithFeesForDateRange The request and the rest of the response message are exactly the same as GetCustomerAccountForDateRange.

Error Messages

TypeError CodeError Message
Error02Invalid user credentials
Info00Success

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