API Developers Guide

CommitCRM provides various tools in order to read/add/update information in the CommitCRM database. These tools include: Programming API and API by Email for updating the database, and an ODBC Link for pulling information from the database. The Commit API provides developers with a set of APIs which allow them to perform database transactions in order to add and update records in the CommitCRM database. The API can be used as a Programming API by embedding code which uses the API functions, or as an API by Email which allows you to send XML formatted emails which will be processed and executed.

• Programming API
  The Commit API provides developers with a set of API functions which can be used in VB, C++, Delphi and any other programming language that lets you use a standard Windows dll file. It provides the ability to create a connection to CommitCRM's database, add new records to the database and update them.
• API by Email
  The API by Email allows you to send XML formatted emails which contain database transactions. Commit Email Connector then pulls the incoming XML emails from your POP3 mail server, processes the email and performs the transactions in the XML transaction. XML formatted email gives you an API for the CommitCRM database, which allows you to perform many actions such as linking to external systems, receiving forms submitted from your web site, and more.
• ODBC Link
  While the API provides the means for adding and updating information in the database, you should use ODBC Link in order to read information from the database. CommitCRM uses an open database structure and allows other applications to access the database using ODBC (Open Data Base Connectivity) for read-only purposes.
  
  You can use ODBC Link in order to read data from the database and integrate it with an external system (i.e. Crystal reports, or any other application). You may also use the ODBC Link to read Database Record IDs and update existing records. This will be discussed later in this document.

Glossary

• Commit API (Application Programming Interface) - CommitCRM provides an API which allows you to add and update records in the CommitCRM database. The API includes a list of possible actions and parameters.

• ODBC Link (Open Data Base Connectivity) - ODBC is a function library which provides a common API for ODBC compliant databases. CommitCRM provides an open database and allows other applications to access the database using ODBC for read-only purposes.

• Record - Each entity in the CommitCRM database (such as Ticket, Account, Asset, Item, Appointment, Task, etc.) is considered a "record".

• Database fields - Each record contains a list of fields, each of which holds the record's data.

• Transaction – All additions or updates to record in the database are done by using a transaction. Each transaction includes the operation you wish to perform, the data type you wish to add/update and the additional parameters (database fields and their values).

• Transaction Parameters - Each transaction contains the parameters for performing the transaction: record type, list of database fields and a list of the values to be updated in these fields.

• External Application - This refers to the external program which integrates with CommitCRM in order to update the database. This name should be passed when performing updates to the database, and it will be saved in the CommitCRM record to indicate who performed the changes.

• Record ID (REC ID) - Each record in CommitCRM has a unique Record ID which is created when adding the record to the database. Every ID is 20 characters and should be transferred with the API transaction when you need to update an existing record.

Using Commit API

Commit API allows you to add and update records in the CommitCRM database, such as Accounts, Tickets, Assets, Items, Appointments, Tasks and more.

The updates are performed using transactions, where each transaction includes the operation you wish to perform, the data type you wish to add/update, and any additional parameters (i.e. record type, database fields and their values).

Every record added to the system is assigned a unique Record ID (REC ID) which is the database identifier for this record.

The Commit API allows you to perform the following operations.

• Add new records - if no Record ID is passed in the transaction, the API assumes that this is a new record, adds it to the system and creates a new Record ID for it.

• Update existing records - if the record ID is passed in the transaction, and the record exists, the system will update the record with the information in the transaction.

In both cases, the system will try to set default values for fields which do not exist in the incoming transaction. If it fails, the action will fail with an error.

Note that in order to read data from the CommitCRM database, you should use the ODBC Link, which provides a read-only link for the CommitCRM database. See more details in Retrieving data using ODBC.

Workflow

Following is a sample work-flow, which demonstrates the process of adding a new Account, and then adding a new Ticket to this Account, using the Commit API.

Note that the API can return two parameters to the External Application:

1. The Commit REC ID - when adding new records to the database, this will contains the new record ID.
2. The ExternalTransactionID (relevant for XML transaction only) - In case the external application passes a parameter to be returned with the response, the ExternalTransactionID will be returned as-is to in the response.

The External Application should keep the REC ID which is returned from the API response. This allows you to later update the existing records with new data or add records related to it (such as opening a Ticket under the Account).

Updating existing records

In order to update an already existing record in the database (e.g. add a Ticket to an Account, update an Account's phone number, add a new Charge to an existing Ticket, etc.), you should pass the record's unique identifier to the API so it will update the existing record rather than create a new Account. The record's unique identifier is referred to as the Record ID (REC ID).

The Record ID can be obtained in the following ways:

1. API Response (as in the flow above) - You can extract the newly created Record ID from the Email Response when adding new records with the API. This requires the developer to process the API responses, and extract the returning REC ID for each newly added record.
2. ODBC Link - Use the ODBC Link to find relevant records (Accounts, Tickets, etc.), and read all information from the database, including the unique Record ID.
3. Manually - from the Account's Notes tab, at the bottom, right-click the REC ID field and copy it.

Once you have obtained the Record ID you can pass the Record ID as a parameter for the API and update this record.

Programming API

The Programming API allows you access the CommitCRM database and perform transactions from within a program (using various programming language). This means you can embed code which accesses the CommitCRM database from within your own application, and add your own functionality which updates the database.

The programming API executes database transactions. Each transaction uses API methods provides by the API dll file which is located in the CommitCRM installation. Both the Programming API and the API by Email use the same dll for performing the transactions.

Note that the API provides the tools needed for adding/updating information in the database. In order to retrieve data, you should use the ODBC link which allows you to connect to the database and retrieve data directly from the tables. You can read more about it in the Retrieving data using ODBC section.

You can find more information and samples in the Code samples section.

API by Email (XML transaction)

The API by Email operates under the Commit Email Connector module, which automatically processes incoming emails arriving at a defined public email address. The Email may contain XML formatted messages which contain API transactions, and provides a full API to CommitCRM.

The Email Connector pulls incoming emails from your POP3 mail server, and processes the email. When an email containing XML formatted message is detected, the system analyzes the XML content of the email and performs the transactions written in the XML. You may set the Email Connector to send automatic replies in response to XML formatted email.

The API by Email executes database transactions. Each transaction uses API methods provided by the API dll file which is located in the CommitCRM installation. Both the Programming API and the API by Email use the same dll for performing the transactions.

Note that the API provides the tools for adding/updating information in the database. In order to retrieve data, you should use the ODBC link which allows you to connect to the database and retrieve data directly from the tables. You can read more about it in the Retrieving data using ODBC section.

You can find more information and samples in XML samples.

Retrieving data using ODBC

CommitCRM uses an open database and allows other applications to access it using ODBC (Open Data Base Connectivity) for read-only purposes. While the API provides the means for adding and updating information in the database, it is preferred to use ODBC to read information from the database.

You can use ODBC Link to read data from the database and integrate it with an external system (i.e. Crystal reports, or any other application). You may also use the ODBC Link in order to read the Database Record ID and update existing records (see Updating existing records).

Activation Notes:

• ODBC connection is not officially supported yet, and although ODBC itself is well tested, we do not provide "pure ODBC" support.

• NEVER use ODBC to modify or delete data; use it for READ purposes only. Modifying data should be done using the Commit API.

• The ODBC Link can be used with your installed version of CommitCRM, and only requires installing an external driver. Before working with the API we recommend that you backup the database.

• We also suggest that the CommitCRM application not be in use while data is being accessed with ODBC (this includes the CommitWebInterface and CommitServer services if they are in use). This may prevent data sharing issues.

Below are the database table names and their meaning:

CommitCRM Record	Database Table Name
Accounts	Cards
Tickets	Tickets
Charges	Slips
Assets	Assets
Appointments	Events
Tasks	Events
History Notes	NoteBook
Opportunities	Opps
Documents	Docs
Knowledge Base	KBArticles

For the database fields list, please refer to API Reference Manual section. You can find detailed instructions for using the ODBC Link in the Installing ODBC Driver section.

Installing ODBC Driver

Product Overview
The Advantage ODBC Driver is an ODBC version 3 driver based on the Advantage Client Engine that provides SQL access to the Advantage Database Server. The driver provides full support for the "Minimum" ODBC SQL grammar specification, as well as many functions included in the "Core" and "Extended" grammar specifications. When used with the Advantage Database Server, ODBC users can have the application stability, performance and reduced network traffic benefits of client/server architecture.

Installation on Windows
Like other ODBC drivers, the Advantage ODBC Driver is installed and managed using the ODBC Administrator Utility. This utility works with the ODBC Driver Manager to configure ODBC data sources. At runtime, the ODBC Driver Manager works with available drivers and their configured data sources. If you have previously installed ODBC drivers, the ODBC Administrator may already be installed on your workstation. The icon for the Administrator is usually found in the Control Panel.

To install the Advantage ODBC Driver:

1. Click here to download the Advantage ODBC setup program.
2. Run the Setup program.
3. Proceed through the setup windows to complete installation.

Data Source Setup for Windows
Once the Advantage ODBC Driver is installed, a data source needs to be configured to use the Advantage ODBC Driver. The data source is an entry in the Windows Registry. When a data source is defined for the Advantage Driver, all information specific to the Advantage Driver and database files is stored under the Data Source entry in the Windows 95/98/ME/ NT/2000/2003/XP Registry.
The database files and indexes must be stored on your file server, and the Advantage Database Server must be loaded in order to access the files.

The Data Source settings may be modified at any time. Using the ODBC Administrator, you may modify the Data Source and Option settings. For specific information about the screen fields see the Data Source Setup Screen.

To Setup the Data Source:

1. From the ODBC Administrator, click Add.
2. Highlight the Advantage SQL ODBC line, and click OK.
3. Type a unique data source name. For example, type AdvData. This name is used by applications to reference the data source.
4. Specify the database or data dictionary path. Type a valid path name to a mapped drive on the server where the Advantage Database Server is installed or the path and file name of your Advantage Data Dictionary. Click Browse to select a database path or check the Data Dictionary check box and then browse to select a data dictionary file. Note Multiple Advantage data sources may need to be defined for your environment. If different settings are needed for ODBC connections in one application, separate data sources may be required.
5. Review the options and change them to your desired setup.
6. Once the Options are reviewed and/or altered, click OK to exit and save the settings. The new data source is displayed.
7. Click Close to exit the ODBC Administrator.

ODBC Data Source Entries for Windows
In Microsoft Windows, the entries are registry settings found on HKEY_CURRENT_USER\Software\ODBC\ODBC.INI\ (your unique data source name) or HKEY_LOCAL_MACHINE\Software\ODBC\ODBC.INI (your unique data source name). Unless specified otherwise, all registry entries can be setup by the Advantage ODBC Driver setup utility. See Data Source Setup for Windows and Data Source Setup Screen for more information. ODBC Data Source Keys.

ODBC Data Source Keys
The following ODBC registry is required for the driver to load:

Registry Entry	Comments
DataDirectory=data path	'data path' should be a valid path name for files locations (e.g., x:\data). This path is used to automatically select all tables in the specified directory.
DefaultType=Advantage	Sets a certain type of database files to use Advantageproprietary ADT/ADI/ADM files.
ServerTypes=3	Allows the Driver to use the remote or local server

The following ODBC registry keys are optional:

Registry Entry	Comments
AdvantageLocking=ON \ OFF	The default is ON to use the Advantage proprietary locking.
CharSet=OEM \ ANSI	The default character collation setting is ANSI. If OEM is specified, Language must be indicated as well.
Language=USA	Used if CharSet=OEM.
Description=String	This is provided for easier administration.
Locking=RECORD \ FILE	Indicates whether updates lock the entire file or the individual records that are updated. The default is RECORD.
MaxTableCloseCache=n	N is the number of tables to hold in cache when cursors are opened and closed. The default is 25.
MemoBlockSize=n	N is the size of the Advantage memo blocks in tables that are created by the ODBC driver. The default value is 8 for Advantage proprietary table (ADT/ADM).
Rows=TRUE \ FALSE	Select whether deleted rows are displayed. If True, deleted rows are displayed. The default is False.
TrimTrailingSpaces=TRUE \ FALSE	The default is False. If True is specified, trailing spaces in character fields will be removed prior to returning the values to the application.

Samples

The Commit API allows you to add/update the following entities:

• Accounts
• Assets
• Tickets
• Charges
• Appointments
• Tasks
• History Notes
• Opportunities
• Documents
• Knowledge Base Articles

Each API method requires a list of parameters which contain the field names and their values. The field names are the Database field names. You can see each field's name within the application (so you can verify which field you are about to update), by right-clicking the field and selecting Field Settings > Advanced Tab > view the Tech. Rec ID field.

You can view the complete list of database fields in the API Reference Manual above.

Following are samples for using the API by Email and the Programming API. The samples are basic and provide an easy starting point.

Code samples

The following code samples demonstrate how to add and update a record in CommitCRM from VBA, C++ or Delphi programs.

Make sure to read Using Commit API before going through the samples, as it provides an overview of the Commit API work-flow and how it should be used.

To test samples, it is recommended that you download a trial version of CommitCRM from our web site and install it on a new computer that is not running CommitCRM. Then, modify the paths in the source code to point to folder <testcomputer>\Commit\LastVer (and to the same files it already points to).

When developing your programs please make sure you work under the <testcomputer>\Commit\ThirdParty\UserDev folder (or at least call the dlls in this location). Do not copy the dll’s to any other location.

These samples create a connection to CommitCRM's database, add a new Account record into the database, and update it. Each transaction should specify the database table to be updated by the transaction:

Application entity	Table name	Code
Accounts	Cards	10
Opportunities	Opps	20
Documents	Docs	30
Charges	Docs	30
Charges	Slips	40
Appointments/Tasks	Events	50
History Notes	Notebook	60
Tickets	Tickets	70
Items	Items	80
Assets	Assets	90
Knowledge Base	KBArticles	100

API functions

The Programming API provides the following API functions:

Method	Return Value	Description
CmtInitDbEngDll (app_name, path, status)	status (int)	Establishes a connection to the database. app_name - This string will be used for all functions of the package, and will appear in the application as the user who performs the changes in the records you update. You should specify a meaningful value. path - The path to the DB folder where the Commit server is installed: <server>\Commit\Db status - 1 for success. See Error Codes Description for other values.
CmtInsUpdRec(data_buff, map_buff, flag, tbd, rec_id_buff_size, error_codes_buff_size, err_msg_buff_size,rec_id_buff, err_codes_buff, err_msg_buff, status)	status (int), rec_id (char)	Adds/Updates records. data_buff - string containing the values to insert into the Database map_buff - mapping of the database fields corresponding with the data buff flag - stop(0)/continue(1) the input process is an invalid data value(s) tbd - Not used rec_id_buff_size - length of REC ID Buffer err_code_buff_size - length of Error Code Buffer err_msg_buff_size - length of Error Message Buffer rec_id_buff - buffer for returned REC ID err_codes_buff - buffer for returned Error Codes err_msg_buff - buffer for returned Error Messages status - returned status, 1 for success. See Error Codes Description for other values.
CmtTerminateDbEngDll		Close the connection to the database
CmtGetDescriptionByCode (code, desc_size, desc)	message (char)	Call this function in case of error in CmtInsUpdRec. In case of error (return code other than 1), you can use this to get error string.
CmtGetDescriptionByStatus		Call this function in case of error in CmtInitDbEngDll

Field buffers The record to be added/updated in the database is passed to the Commit API in two buffers:

Parameter	Description	Example
data_buff	String containing the values to insert into the Database. Separators between the fields are defined in the map_buff	"17/04/2008 14:44", "CRD7C9KZPS9JN3LEZVD9", "Charge", "CRDGO0SVQ6074CMAN7DW","Closed","test note in DB Engine", "NTBL6PDPKUU6NXLRHLHP","CRDBSMJ3P72EHMU0HB LX","TKT4S81466E05IM8P23X"
map_buff	Mapping of the data_buff: separators, field names. Field names must be in the same order as the data_buff values. The field names should be separated with a different separator than the values (e.g. "new line").	" , FLDHISNOTEDATETIME FLDHISWORKERID FLDHISKIND FLDHISCONTACTID FLDHISUSER1 FLDHISDESCRIPTION FLDHISRECID FLDHISCARDID FLDHISLINKRECID

VB Sample

To test the following VB code, create a VB program that includes this code and executes it, or open the Visual Basic editor included with MS-Word, paste the code into it and run it.

In order for the VB sample to compile properly, please follow these steps:

1. Go to My Computer > Right Click – Properties > Advanced Tab > Environment Variable
2. At the bottom of the list, search for the Path variable (not PathText)
3. Double click the Path variable > go to the end of the value/line
4. Add ;
5. Add the path to the folder: <server>\Commit\ThirdParty\UserDev\ and confirm.

Private Declare Sub CmtInitDbEngDll Lib "C:\DemoVBA\CmtDbEng.dll" (ByVal xSoftWareName As String, _
  ByVal xDbPath As String, ByRef xvStatus As Integer)
  
Private Declare Sub InitCommonControls Lib "comctl32.dll" ()
  
Private Declare Sub CmtInsUpdRec Lib "C:\DemoVBA\CmtDbEng.dll" (ByVal xSoftWareName As String, _
 ByVal xDataKind As Integer, _
 ByVal xDataBuff As String, _
 ByVal xMapBuff As String, _
 ByVal xContWhenInvalidData As Integer, _
 ByVal xFlags As Integer, _
 ByVal xRecIDBuffLen As Integer, _
 ByVal xLogErrCodesBuffLen As Integer, _
 ByVal xLogErrMsgBuffLen As Integer, _
 ByVal xvRecIDBuff As String, _
 ByVal xvErrCodesLogBuff As String, _
 ByVal xvErrMsgLogBuff As String, _
 ByRef xvStatus As Integer)
 
  Private Const C_DataBuffSize  As Integer = 1024
  Private Const C_MapBufSize  As Integer = 1024
  Private Const C_ErrMsgBuffSize  As Integer = 1024
  Private Const C_ErrCodeBuffSize  As Integer = 64
  Private Const C_RecIDBuffSize  As Integer = 20
  Private Const C_Flag  As Integer = 1
  Private Const C_Ok  As Integer = 1
  Private Const C_AccountsTable  As Integer = 10
  
  Private Const C_AppName As String = "Demo"
  
Public Sub DBEng()
 
  Dim nStatus As Integer
  Dim l As Long
  Dim S As String
  Dim pStr As Long
  Dim MapBuff As String
  Dim DataBuff As String
  Dim RecIdBuff As String * C_RecIDBuffSize
  Dim ErrCodesLogBuff As String * C_ErrCodeBuffSize
  Dim ErrMsgLogBuff As String * C_ErrMsgBuffSize
   
  Call CmtInitDbEngDll(C_AppName, "C:\DemoVBA\DB\", nStatus)
   
  If nStatus = C_Ok Then
   
Rem  ******************** Establishing connection with Commit, Should be 
    called only once for the entire session ******
    MapBuff = "'" + Chr(13) + "," + Chr(13) + "FLDCRDFULLNAME" + Chr(13) + "FLDCRDDEAR" +
    Chr(13) + "FLDCRDCONTACT"
    DataBuff = "'Bart De Hantsetters','De Hantsetters','Hantsetters'"
  
    Call CmtInsUpdRec(C_AccountsTable, _
                 C_AccountsTable, _
                 DataBuff, _
                 MapBuff, _
                 C_Flag, _
                 0, _
                 C_RecIDBuffSize, _
                 C_ErrCodeBuffSize, _
                 C_ErrMsgBuffSize, _
                 RecIdBuff, _
                 ErrCodesLogBuff, _
                 ErrMsgLogBuff, _
                 nStatus)
                 
    If (ErrMsgBuff <> "") Then MsgBox ("Error Message: " + ErrMsgBuff)
    
    If nStatus = C_Ok Then
Rem      ******************** Updating the Account record we've just created *******************
    
      MapBuff = "'" + Chr(13) + "," + Chr(13) + "FLDCRDDEAR" + Chr(13) + "FLDCRDRECID"
      DataBuff = "'Doctor','" + RecIdBuff + "'"
      ErrCodesBuff = ""
      ErrMsgBuff = ""
      
      
      Call CmtInsUpdRec(C_AccountsTable, _
                 C_AccountsTable, _
                 DataBuff, _
                 MapBuff, _
                 C_Flag, _
                 0, _
                 C_RecIDBuffSize, _
                 C_ErrCodeBuffSize, _
                 C_ErrMsgBuffSize, _
                 RecIdBuff, _
                 ErrCodesLogBuff, _
                 ErrMsgLogBuff, _
                 nStatus)
      If (ErrMsgBuff <> "") Then MsgBox ("Error Message: " + ErrMsgBuff)
    
  Else
    MsgBox ("Insert new Account. Error code: " + ErrCodesLogBuff)
    
  End If
  Else
    MsgBox ("Commit Init failed. Error code: " + ErrCodesLogBuff)
  End If
   
  
End Sub

C++ Sample

// Demo.cpp : Defines the entry point for the console application.
//
#include "stdafx.h"
#include "CmtDBEng.h"
#include <string.h>
#include <stdlib.h>
int ErrCodesParsing (char* ErrCodeBuff)
{
// Demo.cpp : Defines the entry point for the console application.
//
#include "stdafx.h"
#include "CmtDBEng.h"
#include <string.h>
#include <stdlib.h>
int ErrCodesParsing (char* ErrCodeBuff)
{
 const int C_DescSize = 1024;
 char desc[C_DescSize];
 char Delimiter[] = "\n";
 int Code;
 char* pch;
 pch = strtok (ErrCodeBuff,Delimiter);
 while (pch != NULL)
 {
   Code = atoi(pch);
        CmtGetDescriptionByCode(Code, C_DescSize, desc);
   printf ("%s\n",desc);
   pch = strtok (NULL, Delimiter);
 }
 return 0;
}
int main(int argc, char* argv[])
{
 const int C_DataBuffSize = 1024;
 const int C_MapBufSize = 1024;
 const int C_ErrMsgBuffSize = 1024;
 const int C_ErrCodeBuffSize = 64;
 const int C_RecIDBuffSize = 64;
 const int C_Flag = 1;
 const int C_Ok = 1;
 const int C_AccountsTable = 10;
 const int C_ExampleCode = 54000;
 int Status;
 char DataBuff[C_DataBuffSize] = "";
 char MapBuff[C_MapBufSize] = "";
 char RecIdBuff[C_RecIDBuffSize];
 char ErrCodesBuff[C_ErrCodeBuffSize];
 char ErrMsgBuff[C_ErrMsgBuffSize];
 char* C_AppName = "Demo";
  
 //* Establishing connection with CommitCRM, Should be called only once for the entire session **
  
 CmtInitDbEngDll(C_AppName, // Your application name. This will be used for all functions of the
                            // package. 
 // Specify a meaningful value.
       "C:\\Demo\\DB\\", //Path to the database folder where CommitCRM the server is
                         // installed <server>\Commit\Db
  &Status);           //Returned connection status
  
 if (Status == C_Ok) {
 
  //***Insert New Account into that Accounts table *******************
  strcpy (DataBuff,"'Bart De Hantsetters','De Hantsetters','Hantsetters'");
  strcat (MapBuff, "'\n,\nFLDCRDFULLNAME\nFLDCRDDEAR\nFLDCRDCONTACT");
  strcat (RecIdBuff, "");
  strcat (ErrCodesBuff, "");
  strcat (ErrMsgBuff, "");
 
  CmtInsUpdRec(C_AppName,     //String for your selection.
               C_AccountsTable,    //Desired Table Code
               DataBuff,  //This string contains the values which we want to add to the database
               MapBuff,  //List of database fields where we want to add data
               C_Flag,//Flag - stop(0) continue(1) the input process is data 
                         //value(s) is invalid
               0,                        //Not used
               C_RecIDBuffSize,    //Length of REC ID Buffer
               C_ErrCodeBuffSize, //Length of Error Code Buffer
               C_ErrMsgBuffSize,  //Length of Error Message Buffer
               RecIdBuff,            //Buffer for returned REC ID
               ErrCodesBuff,        //Buffer for returned Error Codes
               ErrMsgBuff,           //Bufer for returned Error Messages
               &Status               //Returned status
       );
 
  if (ErrMsgBuff == "")
  printf("Error Message: %s", ErrMsgBuff);
 
  ErrCodesParsing(ErrCodesBuff);
 
  if (Status == C_Ok) {
 
     //***** Updating the Account record we've just created *************
     strcpy (MapBuff, "'\n,\nFLDCRDDEAR\nFLDCRDRECID"); // Map file for the  update 
     // transaction - the Dear field and the record id
     strcpy (DataBuff,"'Doctor','");
     strcat (DataBuff, RecIdBuff);
     strcat (DataBuff, "'");
     strcat (ErrCodesBuff, "");
     strcat (ErrMsgBuff, "");
 
 
     CmtInsUpdRec(C_AppName,    // string for your selection.
                  C_AccountsTable,    // Desired Table Code
                  DataBuff,   // string contains the values, which we want to add into the Database
                  MapBuff,    // list of the Database Fields in which we want to add data
                  C_Flag,     // Flag - stop(0)/continue(1) the input process is some data
                              // value(s) is invalid
                  0,                         // Not used
                  C_RecIDBuffSize,     // length of RecID Buffer
                  C_ErrCodeBuffSize,  // length of Error Code Buffer
                  C_ErrMsgBuffSize,   // length of Error Message Buffer
                  RecIdBuff,             // buffer for returned RecID
                  ErrCodesBuff,         // buffer for returned Error Codes
                  ErrMsgBuff,            // bufer for returned Error Messages
                  &Status                // returned status
         );
 
     if (ErrMsgBuff == "")
       printf("Error Message: %s", ErrMsgBuff);
 
     ErrCodesParsing(ErrCodesBuff);
   }
   else
   {
      printf("Insert new Account. Error code: %d\n", Status);
  	};
 
   //****Terminate connection with CommitCRM*******************
   CmtTerminateDbEngDll();
 }
 else
 {
   printf("Commit Init failed. Error code: %d\n", Status);
 };
 
 	return 0;
}

Delphi Sample

program Demo;
  
{$APPTYPE CONSOLE}
  
uses
 SysUtils, Classes;
const
 C_DataBuffSize = 1024;
 C_MapBufSize = 1024;
 C_ErrMsgBuffSize = 1024;
 C_DescSize = 1024;
 C_ErrCodeBuffSize = 64;
 C_RecIDBuffSize = 64;
  
 C_Flag = 1;
 C_Ok = 1;
 C_AccountsTable = 10;
 C_AppName = 'Demo';
  
 CmtDbEngDll = 'CmtDbEng.DLL';
  
var
 Status: integer;
 DataBuff: array [0..C_DataBuffSize] of Char;
 MapBuff: array [0..C_MapBufSize] of Char;
 RecIdBuff: array [0..C_RecIDBuffSize] of Char;
 ErrCodesBuff: array [0..C_ErrCodeBuffSize] of Char;
 ErrMsgBuff: array [0..C_ErrMsgBuffSize] of Char;
 s: string;
  
//** Establishing connection with CommitCRM, Should be called only once for the entire session *
Procedure CmtInitDbEngDll (
             xSoftWareName   : PChar; // Your application name. Once selected this  string 
                                      // will be used for all
                                      // functions of the package. Specify a meaningful value.
             xDbPath         : PChar; // Path to the DB folder under where Commit server is 
                                      // installed <server>\Commit\Db
  
             var xvStatus     : integer           // Returned connection status
            ); stdcall; external CmtDbEngDll;
  
//**** Insert/Update record
Procedure CmtInsUpdRec(
             xSoftWareName   : pChar;            // See above
             xDataKind           : integer;      // Desired Table Code
             xDataBuff           : pChar;        // String containing the values, which we want
                                                 // to add into the Database
             xMapBuff            : pChar;        // List of the database fields into 
                                                 //which we want to add data
             xContWhenInvalidData : Integer;     //Flag - stop(0)/continue(1) the input process
                                                 // is some data value(s) is invalid
             xFlags                : Integer;              // Not used
             xRecIDBuffLen      : Integer;          // Length of REC ID Buffer
             xLogErrCodesBuffLen  : Integer;  // Length of Error Code Buffer
             xLogErrMsgBuffLen     : Integer;     // Length of Error Message Buffer
             xvRecIDBuff          : pChar;            // Buffer for returned REC ID
             xvErrCodesLogBuff : pChar;         // Buffer for returned Error Codes
             xvErrMsgLogBuff    : pChar;         // Buffer for returned Error Messages
              var xvStatus       : Integer          // Returned status
             ); stdcall; external CmtDbEngDll;
  
//**** Terminate connection with CommitCRM ****
procedure CmtTerminateDbEngDll; stdcall; external CmtDbEngDll;
   
procedure CmtGetDescriptionByCode(
                                 xCode     : Integer;
                                 xDescLen  : Integer;
                                 xvDesc    : pChar); stdcall; external CmtDbEngDll;
  
procedure CmtGetDescriptionByStatus(
                                   xCode     : Integer;
                                   xDescLen  : Integer;
                                   xvDesc    : pChar); stdcall; external CmtDbEngDll;
  
procedure ErrCodesParsing (ErrCodeBuff: string);
var
 lList: TStringList;
 i: integer;
 aDescErrCode : Pchar;
begin
 try
   lList := TStringList.Create;
   lList.Text := ErrCodeBuff;
   GetMem(aDescErrCode,C_DescSize);
   for i := 0 to lList.Count - 1 do
   begin
     CmtGetDescriptionByCode(StrToInt(lList[i]), C_DescSize, aDescErrCode);
     writeln('Error Code: '+lList[i]+' Desc: '+string(aDescErrCode));
   end;
 finally
   FreeMem(aDescErrCode);
   lList.Destroy;
 end;
end;
 
procedure DisplayErrStatusCode(xCode : Integer);
var
 aStatusErrCode : Pchar;
begin
 try
   GetMem(aStatusErrCode,C_DescSize);
   CmtGetDescriptionByStatus(xCode,C_DescSize, aStatusErrCode);
   writeln('Commit Init failed. Error code: '+Inttostr(xCode)+' Desc: '+string(aStatusErrCode));
 finally
   FreeMem(aStatusErrCode);
 end;
end;
  
begin
  
 //**** Establishing connection with CommitCRM, Should be called only once for the entire session 
 CmtInitDbEngDll(C_AppName, // Your application name. Once selected this string will be used 
                            // for all functions of the package. Specify a meaningful value.
  'C:\DemoDelphi\db\',                    // Path to the DB folder under where Commit server is
                                          // installed <server>\Commit\Db
  Status                   // Returned connection status
   );
   
 if Status = C_Ok then
 begin
  
   //**** Insert a new Account into the Accounts table ****
  
   s := '"Bart De Hantsetters","De Hantsetters","Hantsetters"';
   StrPCopy(DataBuff, s);
   s := '"'+#13','+#13+'FLDCRDFULLNAME'+#13+'FLDCRDDEAR'+#13+'FLDCRDCONTACT'+#0;
   StrPCopy(MapBuff, s);
  
    CmtInsUpdRec(C_AppName,         // Your application name
                 C_AccountsTable,   // Desired Table Code
                 DataBuff,          // String containing the values, which we want to add into
                                    // the Database
                 MapBuff,           // List of the Database Fields in which we want to add data
                 C_Flag,            // Flag - stop(0)/continue(1) the input process is some data
                                    // value(s) is invalid
                 0,                             // Not used
                 C_RecIDBuffSize,         // Llength of REC ID Buffer
                 C_ErrCodeBuffSize,      // Length of Error Code Buffer
                 C_ErrMsgBuffSize,       // Length of Error Message Buffer
                 RecIdBuff,                 // Buffer for returned REC ID
                 ErrCodesBuff,             // Buffer for returned Error Codes
                 ErrMsgBuff,                // Buffer for returned Error Messages
                 Status                      // Returned status
         );
  
  
  
   if (ErrMsgBuff[0] <> #0) then
     writeln('Error Message: '+ ErrMsgBuff);
  
   ErrCodesParsing(ErrCodesBuff);
  
   if Status = C_Ok then
   begin
 //**** Updating the Account record we've just created *****
  
     // Map file for the update transaction - the Dear field and the record id
     s := '"'+#13+','+#13+'FLDCRDDEAR'+#13'FLDCRDRECID';
     StrPCopy(MapBuff, s);
  
     s := '"Doctor","'+RecIdBuff+'"';
     StrPCopy(DataBuff, s);
  
     CmtInsUpdRec(C_AppName,           // Your application name
                  C_AccountsTable,     // Desired Table Code
                  DataBuff,            // String containing  the values, which we want
                                       // to add into the Database
                  MapBuff,             // List of the database fields into which we want to add
                                       //data
                  C_Flag,              // Flag - stop(0)/continue(1) the input process is some
                                       // data value(s) is invalid
                  0,                   // Not used
                  C_RecIDBuffSize,     // Length of REC ID Buffer
                  C_ErrCodeBuffSize,   // Length of Error Code Buffer
                  C_ErrMsgBuffSize,    // Length of Error Message Buffer
                  RecIdBuff,           // Buffer for returned RECID
                  ErrCodesBuff,        // Buffer for returned Error Codes
                  ErrMsgBuff,          // Buffer for returned Error Messages
                  Status               // Returned status
         );
   
     if ((ErrMsgBuff[0] <> #0)) then
       writeln('Error Message: '+ ErrMsgBuff);
  
     ErrCodesParsing(ErrCodesBuff);
  
     if Status = C_Ok then
       Writeln('Completed Successfully');
   end
   else
   begin
     try
       s := IntToStr(Status);
     except
       s := 'ill-defined';
     end;
     writeln('Insert new Account. Error code: '+ s);
   end;
  
 //**** Terminate connection with CommitCRM****
    
   CmtTerminateDbEngDll();
 end
 else
 begin
   DisplayErrStatusCode(Status);
 end;
 
 writeln(#13#10+'press Enter to quit');
 readln;
end.

XML samples

Following are samples for adding a new Ticket and a new Charge to the Commit database using XML formatted messages.

Make sure to go over the Email Connector setup guide, and perform the XML API setup steps prior to testing the XML API.

Also please read Using Commit API#Using Commit API before going through the samples, as it provides an overview of the Commit API work-flow and how it should be used.

Notes on API by Email Activation:

• Error Handling - Should the system fail to perform the XML transaction, an error message will be sent to the email address specified in the XML.

• Using a Password - If you wish to use a verification password for the XML transactions, define the password using the ServerConfig.exe utility. To do so, go to the XML tab, enable the API by Email option and set a password (as specified in the XML - see General XML Tokens). Make sure to set the same Password in ServerConfig and in the XML email itself.

You can read more about the ServerConfig and how to setup the API by Email configuration in the Commit Email Connector Setup guide.

General XML Tokens

The sample and table demonstrates general parameters which should be used for any XML transaction:

<?xml version="1.0" ?>
<?commitcrmxml version = "1.0" ?>
<CommitCRMTransaction>
  <ExternalApplicationName>N-Able</ExternalApplicationName>
  <SendResponseToEmail>youremail@yourdomain.com</SendResponseToEmail>
  <Password>the-predefined-api-password</Password>
  <ReturnTransactionID>data from external application (will be returned as-is in the response) 
</ReturnTransactionID>
  <DataKind>TICKET</DataKind>
  <RecordData>
	    ... the transaction goes here ...
  </RecordData>
</CommitCRMTransaction>

Token	Comment
<?xml version="1.0" ?>	The XML version - Always 1.0
<?commitcrmxml version ="1.0" ?>	The Commit API XML version - Always 1.0
<CommitCRMTransaction>	Start and end transactions with this token (may have more than one in a single email)
<ExternalApplicationName>	The sender application name, can contain any text
<SendResponseToEmail>	When set with an email address, then a response email will be sent after processing this transaction by the Email Connector
<Password>	Optional Password - Only emails with a password that matches the password set in the Email Connector Settings will be processed (to prevent SPAM email from being processed and added to your CommitCRM database).
<DataKind>	What is the Entity you wish to create/update. Possible values: ACCOUNT - for Accounts TICKET - for Tickets CHARGE - for Charges ITEM - for Items APPOINTMENT-OR-TASK - for Appointments/Task HISTORY-NOTE - For History notes ASSET - for Assets OPPORTUNITY - for Sales Opportunities DOCUMENT - for Documents KBARTICLE - for Knowledge Base articles

Adding new Ticket

In this sample, we add a new Ticket, and set some additional fields to it, such as Notes, Source, Due Date and Dispatcher flag.

<?xml version="1.0" ?>
<?commitcrmxml version = "1.0" ?>
<CommitCRMTransaction>
  <ExternalApplicationName>N-Able</ExternalApplicationName>
  <SendResponseToEmail>youremail@yourdomain.com</SendResponseToEmail>
  <Password>the-predefined-api-password</Password>
  <ReturnTransactionID>data from external application (will be returned as-is in the response)
</ReturnTransactionID>
  <DataKind>TICKET</DataKind>
  <RecordData>
        <FLDTKTCARDID> CUSTOMER-RECORD-ID-GOES-HERE-20-CHARS </FLDTKTCARDID>
        <FLDTKTPROBLEM>ticket description...</FLDTKTPROBLEM>
        <FLDTKTSTATUS>100</FLDTKTSTATUS>
 	 <FLDTKTKIND>General</FLDTKTKIND>
	 <FLDTKTNOTES>Notes</FLDTKTNOTES>
	 <FLDTKTSOURCE>Source</FLDTKTSOURCE>
 	 <FLDTKTSCHEDLENESTIM>60</FLDTKTSCHEDLENESTIM>
 	 <FLDTKTDUEDATETIME>02/04/08</FLDTKTDUEDATETIME>
	 <FLDTKTFORDISPATCH>Y</FLDTKTFORDISPATCH>
  </RecordData>
</CommitCRMTransaction>

Adding new Charges

<?xml version="1.0" ?>
<?commitcrmxml version = "1.0" ?>
<CommitCRMTransaction>
  <ExternalApplicationName>Alert</ExternalApplicationName>
  <SendResponseToEmail>your email address for responses</SendResponseToEmail>
  <Password>12345</Password>  >> Should be the same in the ServerConfig!
  <ReturnTransactionID>data from external application (will be returned as-is in the response) 
</ReturnTransactionID>
  <DataKind>CHARGE</DataKind>
  <RecordData>
        <FLDSLPWORKERID> CRDLS71RGU747TLHTFOR   </FLDSLPWORKERID>
        <FLDSLPCARDID> CRDLQXDL43BP5YCMSGM3</FLDSLPCARDID>
        <FLDSLPITEMID>  ITM1Q3GUI05ANBQGVY8D   </FLDSLPITEMID>
        <FLDSLPDESC>  Charge Description...   </FLDSLPDESC>
        <FLDSLPQUANTITY>  10   </FLDSLPQUANTITY>
        <FLDSLPSLIPDATE>  31/01/2008   </FLDSLPSLIPDATE>
        <FLDSLPSTARTTIME>  12:06  </FLDSLPSTARTTIME>
        <FLDSLPENDTIME>  14:50  </FLDSLPENDTIME>
        <FLDSLPBCRECID>  BCTMA51KBA925J7G0V67 </FLDSLPBCRECID>
        <FLDSLPPRICE> 125.3   </FLDSLPPRICE>
        <FLDSLPADJUSTAMOUNT>  10   </FLDSLPADJUSTAMOUNT>
        <FLDSLPUSER1>  Field 1...   </FLDSLPUSER1>
  </RecordData>
</CommitCRMTransaction>

Receiving Response

When adding or updating data via the XML API, the system can send a response (if the XML transaction specifies this in the SendResponseToEmail token). The format of the XML response is as follow:

Response in case of success:

<?xml version="1.0" ?>
<?commitcrmxml version="1.0" ?>
<CommitCRMResponse>
	<Status>SUCCESS</Status>
	<AffectedRecId>TKTN1NIQEYYQ8PBJMDAX</AffectedRecId>
	<ReturnTransactionID>data from external application (as-is)</ReturnTransactionID>
</CommitCRMResponse>

Response in case of error:

<?xml version="1.0" ?>
<?commitcrmxml version="1.0" ?>
<CommitCRMResponse>
	<Status>FAILURE</Status>
	<AffectedRecId></AffectedRecId>
	<ReturnTransactionID>data from external application (as-is)</ReturnTransactionID>
	<ResultCodes>50109</ResultCodes>
	<ResultMessage>
	Fields with illegal values: Operation canceled. Field: Account has invalid data - 
       TKTN1NIQEYYQ8PBJMDAX
	</ResultMessage>
</CommitCRMResponse>

Token	Comment
<?xml version="1.0" ?>	The XML version - Always 1.0
<?commitcrmxml version ="1.0" ?>	The Commit API XML version - Always 1.0
<CommitCRMResponse>	The response starts and ends with this token
<Status>	The transaction status. Possible values: FAILURE, SUCCESS
<SendResponseToEmail>	When set with an email address, then a response email will be sent after processing this transaction by the Email Connector
<AffectedRecId>	The REC ID of the entity which was added or updated when processing the transaction.
<ResultCodes> <ResultMessage>	In case of a failure, this will contain the error code and description. You can find more information about error codes here.

API Reference Manual

Following is a detailed listing of fields per entity which can be added/updated using the API. The API parameters are the same when using the Programming API or the XML API.

The API allows you to add/update the following entities:

• Accounts
• Assets
• Tickets
• Charges (and Contract-price Charges)
• Appointments
• Tasks
• History Notes
• Opportunities
• Documents
• Knowledge Base Articles

In the following section you will find a detailed listing of the database fields. Each table includes the fields Display name (as shows in the application), the Database Field Name (internal database field identifier) and comments.

Note that when using XML formatted messages, the database field name refers to the name to be provided within the XML token. For example, when the field name is FLDSLPQUANTITY, the XML token should look like this: <FLDSLPQUANTITY>10</FLDSLPQUANTITY>

You can find examples of adding and updating records in the database by using the database field in the Samples section.

Account Fields

The following table lists the most important parameters for adding/updating Account records. Note slight differences when adding a main account vs. adding a secondary contact.

Field Name	Database Field Name	Comment
Account REC ID	FLDTKTCARDID	The Account record ID (20 chars). The Account Rec ID can be taken from: Account Notes tab, at the bottom, rightclick the RecID field and use Copy. e.g. CRDVQYSOD1B4U4HZIQJJ Using ODBC to pull information from the database. From the Email Response when adding new Account with the API.
Address: Line1	FLDCRDADDRESS1
Address: Line2	FLDCRDADDRESS2
Address: Line3	FLDCRDADDRESS3
Account Manager	FLDCRDASSIGNCARDID	This field has two roles: When adding a main Account: The account manager should contain the ID of the Employee who is the account manager. When adding a secondary contact: This field should contain the ID of the main Account to which the secondary contacted is added.
Assistant	FLDCRDASSISTANT
Contract	FLDCRDBCRECID	The default Contract for this Account (not required)
Account Number	FLDCRDCARDID2
ID	FLDCRDCARDID3
Popup Message	FLDCRDCARDMESSAGE
Address: City	FLDCRDCITY
Address: Zip	FLDCRDZIP
Company name	FLDCRDCOMPANY
Contact: First & Last Name	FLDCRDCONTACT
Address: State	FLDCRDCOUNTRY
Creation Date	FLDCRDCREATEDATE	Any date format, such as DD/MM/YYYY
Created by User	FLDCRDCREATEUSERID	Foreign Software Name which created the account
Dear	FLDCRDDEAR
Department	FLDCRDDEPARTMENT
Documents Store Directory	FLDCRDDOCSFOLDER
E-Mail Address 1	FLDCRDEMAIL1
E-Mail Address 2	FLDCRDEMAIL2
Account Type	FLDCRDENTITYKIND	When adding a Main Account = 1 When adding a secondary contact = 5
Fax Number	FLDCRDFAX1
Fax Number Extension	FLDCRDFAXDESC1
File as	FLDCRDFULLNAME
Type	FLDCRDKIND
Last Name	FLDCRDLASTNAME
Notes	FLDCRDNOTES
Field	FLDCRDPERSONID
Phone 1 Ext.	FLDCRDPHNDESC1
Phone 2 Ext.	FLDCRDPHNDESC2
Phone 3 Ext.	FLDCRDPHNDESC3
Phone 4 Ext.	FLDCRDPHNDESC4
Phone 1	FLDCRDPHONE1
Phone 2	FLDCRDPHONE2
Phone 3	FLDCRDPHONE3
Phone 4	FLDCRDPHONE4
Region	Region FLDCRDREGIONCODE
Popup Message: Display Indication	FLDCRDSHOWMESSAGE
Address: Country	FLDCRDSTATE
Sub-Contact Code	FLDCRDSUBCODE
Salutation	FLDCRDSUFFIX
Tax1	FLDCRDTAXCODE1
Tax2	FLDCRDTAXCODE2
Notes	FLDCRDNOTES
Title	FLDCRDTITLE
Last Updated by	FLDCRDUPDATEUSERID	When performing updates on existing Account - pass the Foreign Software Name which performs the update.
Web Address 1	FLDCRDURL1
Web Address 2	FLDCRDURL2
Status	FLDCRDUSER1
Field1	FLDCRDUSER2
Field2	FLDCRDUSER3
Field3	FLDCRDUSER4
Field4	FLDCRDUSER5

Ticket Fields

The table below lists the most important Ticket parameters and behavior:

Field Name	Database Field Name	Comment
Account REC ID	FLDTKTCARDID	The Account record ID (20 chars). The Account Rec ID can be taken from: Account Notes tab, at the bottom by rightclicking the REC ID field and selecting Copy ODBC to pull information from the database The automated email response when adding a cnew Account with the API
Contact REC ID	FLDTKTCONTACTID	The Contact for this Account. If not provided, the main Contact for the Account is taken.
Contract REC ID	FLDTKTBCRECID	The Contract ID. If not supplied, will be taken from the Account's default contract.
Emp. REC ID	FLDTKTWORKERID	The worker ID to be linked to the Ticket. Must be an active employee. This is an optional parameter. If not passed, the system default will be used.
Priority	FLDTKTPRIORITY	The ticket priority. If not passed in the transaction, the default value for new Tickets will be used. Immediate = 10 High = 20 Normal = 30 Low = 40 Not Applicable= 50
Ticket Number	FLDTKTTICKETNO	The Ticket number. If passed, must be an existing Ticket, and this will update the Ticket with the details in the transaction.
Description	FLDTKTPROBLEM	This is the Ticket Description. This is a mandatory field, which must contain text.
Ticket Type	FLDTKTKIND	Ticket Type (optional). The Ticket Type string should be passed. If not provided, default is used.
Source	FLDTKTSOURCE
Estimated Duration Time	FLDTKTSCHEDLENESTIM	Estimated duration time for the Ticket in minutes.
Show Ticket in Dispatcher	FLDTKTFORDISPATCH	Possible values: Yes/No
Status	FLDTKTSTATUS	The Ticket Status (optional). Possible values: New = 100 Pending = 200 Scheduled = 300 In-House Service = 400 On-Site Service = 500 Laboratory Service = 600 Hold = 700 Other = 800 Canceled = 900 Completed = 1000
Created by User	FLDTKTCREATEUSER	Should contain the external software name which created the Ticket
Due Date	FLDTKTDUEDATETIME	Due date for the Ticket. Should be passed in date format. e.g. MM/DD/YYYY
Resolution	FLDTKTSOLUTION	Ticket resolution text

Charge Fields

The table below lists the most important Charge parameters and behavior.

Contract-price Charges have some special characteristics (see comments marked by * in the table below):

Field Name	Database Field Name	Comment
Record ID	FLDSLPRECID	The Charge record ID. If provided, the existing Charge will be updated. Otherwise, this will be added as a new Charge.
Charge Source	FLDSLPSOURCERECID	The Charge source is the entity for which the charge is created. Possible values: Linked Contract RecID (for Contract-price Charges). Cannot be the "System Global Contract". Passing the Contract RecID indicates that this is a Contract-price charge. Entity RecID from which the charge is created (for example when creating a charge from an Appointment or Task).
Account REC ID	FLDSLPCARDID	The Account record ID (20 chars). The Account REC ID can be taken from: Account Notes tab, at the bottom by rightclicking the REC ID field and selecting Copy ODBC to pull information from the database The automated email response when adding a new Account with the API
Employee REC ID	FLDSLPWORKERID	The worker record ID to be linked to the Charge. Must be an active employee. This is an optional parameter. If not passed, the system default will be used.
Charged Item	FLDSLPITEMID	The Item Record ID to be linked to the Charge. This is a mandatory field. For Contract-price Charge can be only Fixed-Price, Unit-based Item.
Contract REC ID	FLDSLPBCRECID	The contract record ID (must be a Contract of the Account)
Ticket REC ID	FLDSLPTICKETID	The Ticket ID to be linked to the Charge. Not relevant for Contract-price Charge
Date	FLDSLPSLIPDATE	The date for the Charge. This is an optional parameter. If not provided, the current date will be used. Should be passed in date format. e.g. MM/DD/YYYY
Description	FLDSLPDESC	The Charge Description. If not provided, will be taken from the Item's description.
Units/Hours	FLDSLPQUANTITY	This is the quantity of hours/units
Adjust Amount	FLDSLPADJUSTAMOUNT	Discount/Markup amount. Positive number means Markup, negative number means Discount.
Adjust Percent	FLDSLPADJUSTPERCENT	Discount/Markup in percentage, must be between (-100) - 100. Positive number means Markup, negative number means Discount.
From Time	FLDSLPSTARTTIME	From time for labor Charges e.g. 12:06 Not relevant for Contract-price Charge
To Time	FLDSLPENDTIME	From time for labor Charges e.g. 14:50 Not relevant for Contract-price Charge
Price/Rate	FLDSLPPRICE	If not provided, the price is taken from the Item.
Billable	FLDSLPBILLKIND	B - Billable N - Not Billable If not provided, will be set according to the Contract type.
Billed	FLDSLPSTAGE	D - Draft B - Billed
Field1	FLDSLPUSER1	User defined field
Create User	FLDSLPCREATEUSER	External software name which created the Charge

Item Fields

The table below lists the most important Item parameters and behavior:

Field Name	Database Field Name	Comment
Record ID	FLDSLPRECID	The Item record ID. If provided, the existing item will be updated. Otherwise, this will be added as a new item.
Item Group	FLDITMITEMTYPEGROUP	The Item Group to be linked to the Charge. This is a mandatory field: F - Labor (Fee) X - Expense P - Part
Item Code	FLDITMITEMNO	The item code is a mandatory field
Item Name	FLDITMNAME	The item name is a mandatory field
Price Source	FLDITMPRICESOURCE	F - Fixed Price W - by Employee Rate
Price per Hour/Unit	FLDITMUNITISHOUR	This field indicated whether the price is unitbased or hours-based. Y - by Hours N - by Units This is an optional field, depending on the Item Group. For example, if the item group is Labor, and Price Source is By Employee, the value will always be by hours
Price	FLDITMUNITPRICE	Must be a valid numeric value
Cost	FLDITMSTANDARDCOST	The date for the Charge. This is an optional parameter. If not provided, the current date will be used. Should be passed in date format. e.g. MM/DD/YYYY
Taxes	FLDITMTAXCODE1 FLDITMTAXCODE2 FLDITMTAXCODE3	You can pass up to 3 different tax codes.
Description by Name	FLDITMDESCBYNAME	Y - take the description from the name field N - take the description from the Description field
Description	FLDITMDESC	If not provided, the description is taken from the name.
Suspend	FLDITMSUSPENDED	Indicated whether this item is currently suspended: Y - yes N - no
Notes	FLDITMNOTES
Field1	FLDSLPUSER1	User defined field
Create User	FLDSLPCREATEUSER	External software name which created the Charge
Created by User	FLDTKTCREATEUSER	Should contain the external software name which created the Ticket