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How to create "Contacts" (ScreenID=CR302000) for Customers & Suppliers via Visma.net ERP API

07-06-2021 15:41 (Updated 07-06-2021)
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In order to be able to add a new "Contact" to a Supplier or Customer via Visma.net ERP API, we can use the POST - Contact Endpoint. 

contact_endpoint.png

Visma.net ERP API - Endpoint Documentation

 

 

Contacts.png

Visma.net Financials ERP - Contact Module - ScreenID=CR302000

 

 

The connection between Supplier / Customer and Contact will be established by "businessAccount" field which is available in the POST - Contact DTO.

"businessAccount": {
    "value": "string"

 

We need to set POST - Contact:"businessAccount" field's value with the "Customer ID" or "Supplier ID" depending on where you'd like to assign the "Contact".


1) POST Contact Endpoint (Sample payload)

https://integration.visma.net/API/controller/api/v1/contact

{
  "active": {
    "value": true
  },
  "title": {
    "value": "Doctor"
  },
  "firstName": {
    "value": "Crowley"
  },
  "lastName": {
    "value": "Ozy"
  },
  "position": {
    "value": "Position"
  },
  "businessAccount": {
    "value": "Supplier or Customer ID"
  },
  "sameAsAccount": {
    "value": false
  },
  "address": {
    "value": {
      "addressLine1": {
        "value": "A1"
      },
      "addressLine2": {
        "value": "A2"
      },
      "addressLine3": {
        "value": "A3"
      },
      "postalCode": {
        "value": "1313"
      },
      "city": {
        "value": "test"
      },
      "countryId": {
        "value": "01"
      },
      "county": {
        "value": "02"
      }
    }
  },
  "email": {
    "value": "test@gmail.com"
  },
  "web": {
    "value": "web"
  },
  "phone1": {
    "value": "0002"
  },
  "phone2": {
    "value": "56565655"
  },
  "phone3": {
    "value": "656565"
  },
  "fax": {
    "value": "65656565"
  },
  "contactMethod": {
    "value": "Any"
  },
  "doNotCall": {
    "value": true
  },
  "doNotFax": {
    "value": true
  },
  "doNotEmail": {
    "value": true
  },
  "doNotMail": {
    "value": true
  },
  "noMassMail": {
    "value": true
  },
  "noMarketing": {
    "value": true
  }
}

 

2) Financials ERP UI Output


Customer:
Customers_contact.png

Supplier:

Suppliers_contact.png

Contributors