Entities Descriptions

For Authentication each request to the service should have the following headers: 

Host: https://<servername>.0.razorsync.com/ApiService.svc

Token: <token>
Username: <username>
Password: <password>
Content-Length: <length of the content>
Content-type: application/json
ServerName: <server name>

where

Parameter
Description
<token>

identificatior which will provided by request to service provider, for example 00000000-0000-0000-0000-000000000000

either token or username/password parameters are required

<length of the content> length of the content
<server name> name of the server to connect to
<username><password>

optional parameters that contain login credentials to the Portal

either token or username/password parameters are required

If you are not authorized to make a request, you will get HTTP/1.1 401 Unauthorized

 

NOTE: All Time references are a unix timestamp format and are in milliseconds. 

https://currentmillis.com/

All Times unless explicitly stated otherwise are in UTC

Entities desciption

Settings

Settings

Field name
Type

Description 

AddressTypeModels AddressType, 0-N

All available Address types

CustomerTypeModels CustomerType, 0-N All available Customer types 
SourceTypeModels SourceType, 0-N All available Source  types 
ContactTypeModels ContactType, 0-N All available Contact types
Carriers Carrier, 0-N All available carriers 
TerminologyList Terminology, 0-N System and Workflow terminology
Users User,1-N All users registered in the system
PortalVersion string Current version of a portal
InvoiceTo string Default billing destination
PhoneTemplate string Phone template. Used for phone formatting and validation. For example '(999) 999-9999'
GlobalTaxRate double Global tax rate. Used for invoices
Holidays Holiday, 0-N Non-recurring schedule
Locations Location, 0-N All available locations. Locations are used for Tasks
AttachmentTypes AttachmentType, 0-N All available Attachment Types
ServiceRequestStatuses ServiceRequestStatus, 0-N All available statuses of service requests
WorkOrderCustomStatuses WorkOrderCustomStatus, 0-N All available custom statuses of work orders
WorkOrderStatusTypes WorkOrderStatusType, 0-N All available status types of work orders
OrgDetails OrgDetails Organization Details
CurrentTimeZone string Current time zone e.g 'Central Standard Time'
DefaultDurationOfWorkOrder string Default duration of work order. It is used when user creates work orders via drag&drop, from map.
AdvancedFeatures AdvancedFeatures List of advanced features and its status (switched on/off)
WorkflowSettings WorkflowSettings Workflow settings. They affect changing Work Order statuses and User's abilities

Advanced Features

Field name
Type

Description 

IsServiceItemsFeatureEnabled bool

Shows if Service Items are enabled or not

IsServiceFormsFeatureEnabled bool Shows if Service Forms are enabled or not 
IsAttachmentsFeatureEnabled bool Shows if Attachments are enabled or not
IsNotificationsFeatureEnabled bool Shows if Notifications are enabled or not 
IsNotesServiceRequestFeatureEnabled bool Shows if Service Request Notes are enabled or not 
IsNotesCustomerFeatureEnabled bool Shows if Customer Notes are enabled or not 
IsNotesTaskFeatureEnabled bool Shows if Task Notes are enabled or not 
IsTimeBasedServiceItemsFeatureEnabled bool Shows if Time Based Service Items are enabled or not (Service time, Travel time, Overtime)
IsTimeCardReportingEnabled bool Shows if Time Card Reporting is enabled or not (Clock In/Out feature, Report)
IsTieredPricingEnabled bool Shows if Tiered Pricing is enabled or not (Tier 1, Tier 2, Tier 3 for Customers)
IsExpandedCustomerRecordsFeatureEnabled bool Shows if Expanded Customer Records are enabled or not (multiple Contacts and Addresses for Customers)
IsMobileInvoicingEnabled bool Shows if Mobile Invoicing is enabled or not 
IsMobileQuotingEnabled bool Shows if Mobile Quoting is enabled or not 
IsRecurrentServiceRequestEnabled bool Shows if Recurrent Service Requests are enabled or not 
IsCustomerSpecificFeatureEnabled bool Shows if 'Customer Specific' feature is enabled or not (Work Order templates, pricing overriding, tax rate overriding)
IsGoogleCalendarIntegrationEnabled bool Shows if Google Calendar integration is enabled or not (export Work Orders as events to Google Calendar)
IsMergeInvoiceEnabled bool Shows if Merge Invoicing is enabled or not  
IsWorkOrderCustomStatusesEnabled bool Shows if Work Order Custom Statuses are enabled or not 

 Carriers 

Field name
Type

Description 

Id int

The unique identifier of Carrier

Name string  
IsNational bool  
Sort int Carrier number (this number is used for sorting)
Gateway string  

 Holidays 

Field name
Type

Description 

Id int

The unique identifier of Holiday

Name string  
StartTime DateTime Should be UTC 
EndTime DateTime Should be UTC
IsAllDay bool  

Locations

Field name
Type

Description 

Id int

The unique identifier of Holiday

Title string  
StreetAddress string  
CityStateZIP string  
Lat float, nullable Address latitude. It is equal to null if address is invalid
Lng float, nullable Address longitude.  It is equal to null if address is invalid
Phone string  

Organization Details

Field name
Type

Description 

PortalId int

The unique identifier of given portal

PortalName string The domain name of portal 
CompanyName string  
Email string  
FullName string Full name of primary contact
Phone string  
AddressLine1 string Street address 
AddressLine2 string City, State and ZIP address

Schedule

Field name
Type

Description 

MondayStart string

The beginning of Monday working day. In 12h format (e.g '09:00 AM') 

MondayEnd string The end of Monday working day. In 12h format (e.g ' 09:00 PM ')
MondayIsWorkingDay bool Shows if Monday is a working day or not
TuesdayStart string

The beginning of Tuesday working day. In 12h  format (e.g 09:00 AM ') 

TuesdayEnd string The end of Tuesday working day. In 12h  format (e.g ' 09:00 PM ')
TuesdayIsWorkingDay bool Shows if Tuesday is a working day or not
WednesdayStart string

The beginning of Wednesday working day. In 12h  format (e.g ' 09:00 AM ') 

WednesdayEnd string The end of Wednesday working day. In 12h  format (e.g ' 09:00 PM ')
WednesdayWorkingDay bool Shows if Wednesday is a working day or not
ThursdayStart string

The beginning of Thursday working day. In 12h  format (e.g ' 09:00 AM ') 

ThursdayEnd string The end of Thursday working day. In 12h  format (e.g ' 09:00 PM ')
ThursdayIsWorkingDay bool Shows if Thursday is a working day or not
FridayStart string

The beginning of Friday working day. In 12h  format (e.g ' 09:00 AM ') 

FridayEnd string The end of Friday working day. In 12h  format (e.g ' 09:00 PM ')
FridayIsWorkingDay bool Shows if Friday is a working day or not
SaturdayStart string

The beginning of Saturday working day. In 12h  format (e.g ' 09:00 AM ') 

SaturdayEnd string The end of Saturday working day. In 12h  format (e.g ' 09:00 PM ')
SaturdayIsWorkingDay bool Shows if Saturday is a working day or not
SundayStart string

The beginning of Sunday working day. In 12h  format (e.g ' 09:00 AM ') 

SundayEnd string The end of Sunday working day. In 12h  format (e.g ' 09:00 PM ')
SundayIsWorkingDay bool Shows if Sunday is a working day or not

Workflow settings

Field name
Type

Description 

IsAbleChangeWorkOrderStatusFromComplete bool

Shows if User has the ability to change Work Order and Task status when its status is Complete

IsAbleCompleteWorkOrderWithoutFillingForm bool Shows if User has the ability to complete Work Order and Task status even if its service forms are not filled (required fields)
IsInvoicingWorkOrdersWithZeroServiceItemsAllowed bool Shows if User has the ability to invoice Work Orders without Service Items attached
IsUsersCanSeeMainEntitiesOfColleagues bool Shows if User can see Work Orders and Tasks of colleagues

Invoicing settings

Field name
Type

Description

IsExportingServiceRequestsAsJobsEnabled bool Shows if Service Requests can be exported like jobs
IsExportingAddressesAsSubCustomersEnabled bool Shows if Address can be exported as sub customers

 

Customer

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of customer 

CompanyName  string   No Customer's company name
CustomId string   No The custom identifier of customer
CustomerTypeId int   Yes The identifier of Customer Type. All Customer's types can be retrieved from Settings
SourceTypeId int   Yes The identifier of Source Type. All Source's types can be retrieved from Settings
DisplayName string   Yes Customer's display name. It should be unique. It is used for displaying in different lists on portal and for QuickBooks integration purposes
Notes string   No Additional notes about Customer
TierNumber int 1 or 2 or 3 Yes Tier number. It is used for tiered pricing feature
IsTaxable bool   No Is this user taxed
TaxCodeId int   No The identifier of Tax Code
TaxNameId int   No The identifier of Tax Name
QuickBooksNumber int   No The identifier of QuickBoooks customerID
QuickBooksDesktopListId string   No Identifier of QuickBooks desktop list
Contacts Contact    0-N At least one contact is required for 'Insert' request.
Addresses Address   0-N At least one address is required for 'Insert' request. 

 

 

Address

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of Address 

CustomerId int   Yes The unique identifier of Customer.
AddressName string   No The description of Address
Description string   No The description of Address
AddressTypeId int   Yes The identifier of Address Type. All Address's types can be retrieved from Settings
AddressLine1 string   Yes Street address
AddressLine2 string   Yes City, State and ZIP
LastChangeDate DateTime   No Date and time of last changes to this address
AVSChecked bool   No If this address was checked by Address Verification System

 

 Contact

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of Contact 

CustomerId int   Yes The unique identifier of Customer.
CarrierId int   ? The unique identifier of Carrier. This field is required only if contact is set to be notified by SMS. All Carriers types can be retrieved from Settings
ContactTypeId int   Yes The identifier of Contact Type. All Contact's types can be retrieved from Settings
Email string   ? The email of a contact. This field is required only if contact is set to be notified by Email.
Fax string   No  
FirstName string   Yes  
LastName string   Yes  
Phone string   ? Phone or Mobile phone should be set
MobilePhone string   ? Phone or Mobile phone should be set. This field is required only if contact is set to be notified by SMS.  
NotifyViaEmail bool   Yes  
LastChangeDate DateTime   No Date of last change for this contact
NotifyViaSms bool   Yes  

 

Invoice

 

Field name
Type
Values
Required

Description 

AddressId int   No

The unique identifier of the Address

BillTo string   No Description of who is being billed
CreateDate DateTime   No The create date of the Invoice.
CustomId string   No The custom identifier of the invoice. One will be generated if not specified
CustomerId int   Yes The unique identifier of Customer
DueDate DateTime   No Date the invoice is due
ExcelPdfTaxRate Decimal   No Specified tax rate for excel/pdf invoicing. The default rate will be added if not specified.
Id int   No Internal invoice id
IsHideOnCustomer bool   No Set to true to hide from the customer. Set to false make visible to the customer.
LastChangeDate DateTime   No Last change date of the invoice
Memo string   No Memo field for the invoice
SendToContactId int   No Id of the customer contact to whom the invoice is being sent.
ServiceTo string   No

Description of who/what is being serviced

Tax Decimal   No Tax amount associated with the invoice
TaxNameId int   No Id of the tax name if using Quickbooks invoicing
Total Decimal   No Sum of service item costs and taxes associated with the invoice
Zip string   No Customer zip code

Invoice Service Item

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of Invoice Service Item 

InvoiceId  int   Yes The unique identifier of related Invoice
IsTaxable bool   No Read only value denoting whether the service item is taxable or not
ServiceItemId int   Yes The unique identifier of related Service Item 
Count decimal   Yes Work Order Service Item quantity
CustomPricePerUnit decimal   No Custom price per unit of Work Order Service Item. Can be set if 'Service item pricing override' feature is enabled

Payment

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of Payment. Not required when creating. 

Amount decimal   Yes Amount of the payment
CheckNumber int   No Check number if paying by check
CustomId int   No The custom id of the payment
PaymentStatus String   No Payment status: settled, refunded, voided, or pending
PaymentType string   No "Cash" or "Check" defaults to cash if not present
InvoiceId  int   Yes

The unique identifier of related Invoice

CreateDate DateTime   No Create date of the payment
UserPayeeId int   No Id of the user taking the payment

 Service Request

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of Service Request 

CustomerId int   Yes The unique identifier of related Customer 
Summary string   Yes  
DueDate DateTime   No Should be UTC
Description string   No Text
CreateDate DateTime   Yes The date when Service Request was created. Should be UTC 
StartDate DateTime   No The date when Service Request would be started. Should be UTC
EndDate DateTime   No The date when Service Request would be ended. Should be UTC
StatusId int   Yes The identifier of Service Request Status. All Service Request's statuses can be retrieved from Settings
AddressId int   Yes The unique identifier of related Address  
CustomId string   Yes The custom identifier of customer of Service Request
IsTimeSet bool   No  

 

 

Service Request Status

Field name
Type

Description 

Id int

The unique identifier of Service Request Status

Name string  

 

Work Order and Task entity

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique (Backend) identifier of Work Order

ServiceRequestId int   ? The unique (Backend) identifier of related Service Request. Only one field from ServiceRequestId and LocationId should be not nullable
LocationId int   ? The unique identifier of related Location. Only one field from ServiceRequestId and LocationId should be not nullable.  Tasks require LocationID, Work Orders do not. All Locations can be retrieved from Settings 
TaxNameId int   No The unique identifier of related Tax Name
FieldWorkerId int   Yes The unique identifier of Field Worker assigned to given Work Order
Description string   No Text
CreateDate DateTime   Yes The date when Work Order was created. Should be UTC
StatusId int   Yes The identifier of Work Order Status. All Work Order's statuses can be retrieved from Settings
CustomId string   Yes The Front end display of the WO ID (You'll want to take the Custom ID of the Service Request and add a '-1' for the WO
IdInContext int   Yes The number of Work Order of parent Service Request. For first Work Order it equals to 1, for second it equals to 2 and so on. Used for proper Custom Id generating.
StartDate DateTime   Yes The date when Work Order would be started. Should be UTC 
EndDate DateTime   Yes The date when Work Order would be finished. Should be UTC 
ActorId int   Yes The unique identifier of User who modifies given Work Order (for history purposes)
InvoicingMemo string   No Text which would be added to Invoice

'ServiceRequestId is not null' means that this is a Work Order

'LocationId is not null' means that this is a Task

 

Work Order Custom Status 

Field name
Type

Description 

Id int

The unique identifier of Work Order Custom Status

IsCanInvoiced bool  Shows if Work Order with this status can be invoiced 
Name string  
Position int The sequence number in list of Custom Statuses
WorkOrderStatusTypeId int  The identifier of Work Order Status Type. This types can be retrieved from Settings
LastChangeDate DateTime Date when this status was changed last time
Color string RGB-expressed color set for this status

 

Work Order Status Type 

Field name
Type

Description 

Id int

The unique identifier of Work Order Status Type

Name string  
DefaultColor string RGB-expressed default color for this status type
CustomColor string RGB-expressed manually changes color for this status type
Position int Number of row in the list of work order status types

 

 Service Item

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of Service Item 

Name  string   Yes  
PricePerUnit string   Yes Default price per unit. Example of value: "3.56"
UnitType string   Yes All unit types can be retrieved from Settings
Category string   No Service Item Category
UnitTypeId int   Yes The unique identifier of Service Item unit type
CategoryId int   No The unique identifier of Service Item category
LastChangeDate DateTime   Yes Date and time of last change of this service item
Description string   No Additional details about Service Item
IsDefault bool   Yes Shows if Service Item is default or not. Default service item is added to work orders automatically
IsTaxable bool   Yes Shows if Service Item is taxable or not. It is used in invoicing (Excel/PDF and QuickBooks Online)
TaxCodeId int   No Special tax code identifier of Service Item.  It is used in invoicing (QuickBooks Desktop) 
ServiceType string 'General', 'Service', 'Travel', 'Overtime'   This field cannot be changed.  'Service', 'Travel', 'Overtime' are types of Time Based Service Items.  'General' is a type of any other Service Item
Tier2Price string   No Example of value: "3.56". It is used in Tiered Pricing
Tier3Price string   No Example of value: "3.56". It is used in Tiered Pricing
QuickBooksNumber int   No QuickBooks number
QuickBooksDesktopListId string   No Identifier of this service item in QuickBooks Desktop List
IsActive bool   No Is this service item still active or not

 

 

 Work Order Service Item entity

 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of Work Order Service Item 

WorkOrderId  int   Yes The unique identifier of related Work Order
ServiceItemId int   Yes The unique identifier of related Service Item 
Count float   Yes Work Order Service Item quantity
CustomPricePerUnit double   No Custom price per unit of Work Order Service Item. Can be set if 'Service item pricing override' feature is enabled
CalculatedPrice double   Yes Price of this service item in this work order
TaxCodeId int   No If taxable identifier of tax code applied to this service item

 

 

 User

 

Field name
Type
Values
Required

Description 

Field name
Type
Values
Required

Description 

Id int   Yes

The unique identifier of User 

Login string   Yes  
CarrierId int   ? The unique identifier of Carrier. This field is required only if contact is set to be notified by SMS. All Carriers types can be retrieved from Settings
RoleId int   Yes The unique identifier of Role. All Roles types can be retrieved from Settings
RoleName string   ----  
Color string   No User's color. In hex format (e.g. '23df34')
Email string   Yes  
FirstName string   Yes  
LastName string   Yes  
Phone string   ?  
MobilePhone string   Yes  
NotifyViaEmail bool   Yes  
NotifyViaSms bool   Yes  
IsActive bool   Yes Shows if user is activated or not
HideTimelineMap bool   Yes Shows if deactivated user would be hidden from timeline and map
Schedule Schedule   --- Custom User's schedule. It is equal to Organization Schedule if custom schedule hasn't been set.