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Account API
Introduction
The LiveVox Account API provides methods that allow you to retrieve a list of accounts, create and manage an account, find accounts that match specific search criteria, link or unlink Accounts to contacts, and get a list of contacts connected to an account. Multiple contacts can be linked to a single account. Also, you can create and manage account classifications and types.
In addition, you can get a list of accounts associated with the contact. For detailed information on getting a list of accounts associated with the contact, see List Accounts Associated with the Contact method in Contact API.
For a general overview of the LiveVox APIs, include security aspects, see the LiveVox API Overview.
Prerequisites
- To work with Account APIs, the Account option for your site must be enabled. To verify that the Account option is enabled, from the LiveVox Configuration manager, navigate to the LiveVox Portal > Configure > Client Editor > Billing tab.
- To obtain a valid Session ID, login into the LiveVox platform. For more information, see Generating a Session ID.
- To obtain an Access Token used in API requests, you must have an active subscription to the Configuration API. For mor information, see Access Tokens.
- All messages in this API are subject to rate limits and other restrictions.
User Roles
Unless otherwise specified in this documentation, for a user to be able to access any data through the Account API, the user must belong to either the Sysadmin, Superuser, or Manager role. These roles are defined in the LiveVox Configuration Manager and correspond to users who can access LiveVox configuration data through the LiveVox user interfaces.
API Methods
Account
The Account methods allow you to create and manage accounts in LiveVox. This includes being able to create, read, modify, list, search, and delete accounts.
Create Account
Description: Creates an account in the Account editor of LiveVox Portal. When creating an account, the system validates against Agent ID, Agent Team ID, Campaign ID, account Classification ID, and account Type ID.
User Roles: Sysadmin or Superuser
Method: POST /account/accounts
Parameters:
None
Body (JSON):
Key | Type | Mandatory? | Description | ||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
name | String | Yes | Name of an Account which can be duplicated. | ||||||||||||||||||||||||
description | String | No | Description of the account. | ||||||||||||||||||||||||
industry | String | No | The industry to which the account belongs. | ||||||||||||||||||||||||
annualRevenue | Integer | No | Annual revenue of the account. | ||||||||||||||||||||||||
phoneFax | String | No | Phone or fax number. | ||||||||||||||||||||||||
billingAddress | Object | No | Billing address.
| ||||||||||||||||||||||||
rating | String | No | The account’s prospect rating. For example, Hot, Warm, or Cold. | ||||||||||||||||||||||||
phoneOffice | String | No | Office phone number. | ||||||||||||||||||||||||
phoneAlternate | String | No | Alternate phone number. | ||||||||||||||||||||||||
website | String | No | The website of this account. | ||||||||||||||||||||||||
ownershipType | String | No | Ownership type for the account. For example, Private, Public, or Subsidiary. | ||||||||||||||||||||||||
numOfEmployees | Integer | No | Number of employees. | ||||||||||||||||||||||||
tickerSymbol | String | No | The stock ticker symbol for the account. | ||||||||||||||||||||||||
shippingAddress | String | No | Shipping address
| ||||||||||||||||||||||||
campaignId | String | No | The campaign ID assigned to the account. | ||||||||||||||||||||||||
accountNumber | String | No | Unique account number assigned to the account within a client. | ||||||||||||||||||||||||
originalAccountNumber | String | No | Unique account number assigned to the account from originating source, like Salesforce. | ||||||||||||||||||||||||
agentId | Integer | No | The agent ID assigned to the account. | ||||||||||||||||||||||||
agentTeamId | Integer | No | The agent team ID assigned to the account. | ||||||||||||||||||||||||
accountSource | String | No | The source of the account record. For example, Advertisement, Data.com, or Trade Show. | ||||||||||||||||||||||||
sicCode | String | No | Standard Industrial Classification (SIC) code of the account's main business categorization. | ||||||||||||||||||||||||
sicDesc | String | No | A brief description of an organization’s line of business, based on its SIC code. | ||||||||||||||||||||||||
classificationId | Integer | No | The account classification ID. | ||||||||||||||||||||||||
customFields | Array | No | Custom field values associated with an account.
| ||||||||||||||||||||||||
secureFields | Array | No | Secure field values associated with an account.
If you want to use secureFields, contact the Customer Care team to create a master encryption key. | ||||||||||||||||||||||||
typeId | Integer | No | The account type ID |
Response Code: 201 Created
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | The ID of the newly created account. |
Create an Account
#Request (JSON)
Post /account/accounts
Host: localhost.com
Content-Type: application/json
Accept: application/json
{
"name": "DOC123",
"description": "Test for Doc",
"industry": "Software",
"annualRevenue": "2000",
"phoneFax": "6503517485",
"billingAddress": {
"street": "MG Road",
"city": "Bangalore",
"state": "Karnataka",
"postalCode": "560005",
"country": "India"
},
"rating": "Good",
"phoneOffice": "9176754178",
"phoneAlternate": "6178498807 ",
"website": "www.livevox.com",
"ownershipType": "Private",
"numOfEmployees": "450",
"tickerSymbol": "LV",
"shippingAddress": {
"street": "Trinity Circle",
"city": "Banagalore",
"state": "Karnataka",
"postalCode": "560006",
"country": "India"
},
"campaignId": "28571101",
"accountNumber": "DOC1231",
"originalAccountNumber": "ONA12",
"agentId": "595348",
"agentTeamId": "16001",
"accountSource": "Advertisement",
"sicCode": "qa12345678",
"sicDesc": "qa12345678",
"classificationId": "172",
"typeId": "48",
"customFields": [
{
"field": "COL1",
"value": "15"
}
],
"secureFields": [
{
"field": "SECURE1",
"value": "TRUE"
}
]
}
#Response
201 Created
Content-Type: application/json
{
"id": 604423
}
Create an Account with Account Number that Already Exists
#Request (JSON)
Post /account/accounts
Host: localhost.com
Content-Type: application/json
Accept: application/json
{
"name": "DOC123",
"description": "Test for Doc",
"industry": "Software",
"annualRevenue": "2000",
"phoneFax": "6503517485",
"billingAddress": {
"street": "MG Road",
"city": "Bangalore",
"state": "Karnataka",
"postalCode": "560005",
"country": "India"
},
"rating": "Good",
"phoneOffice": "9176754178",
"phoneAlternate": "6178498807 ",
"website": "www.livevox.com",
"ownershipType": "Private",
"numOfEmployees": "450",
"tickerSymbol": "LV",
"shippingAddress": {
"street": "Trinity Circle",
"city": "Banagalore",
"state": "Karnataka",
"postalCode": "560006",
"country": "India"
},
"campaignId": "28571101",
"accountNumber": "DOC1231",
"originalAccountNumber": "ONA12",
"agentId": "595348",
"agentTeamId": "16001",
"accountSource": "Advertisement",
"sicCode": "qa12345678",
"sicDesc": "qa12345678",
"classificationId": "172",
"typeId": "48",
"customFields": [
{
"field": "COL1",
"value": "15"
}
],
"secureFields": [
{
"field": "SECURE1",
"value": "TRUE"
}
]
}
#Response
409 Conflict
Content-Type: application/json
{
"code": 409,
"message": "Cannot create account. Unique account number already exists in system."
}
Create Multiple Accounts
Description: Creates multiple accounts in the account editor of LiveVox Portal. However, when creating accounts in bulk operations, the system does not validate against Agent ID, Agent Team ID, Campaign ID, account Classification ID, and account Type ID.
User Roles: Sysadmin or Superuser
Method: POST /account/accounts/bulk
Parameters:
None
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Array | No | A list of accounts to be created.
|
Response Code: 200 OK
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
successCount | Integer | Yes | The number of accounts created. | ||||||||||||||||||||||||||||||||||||||||||||
updateCount | Integer | Yes | The number of accounts updated. | ||||||||||||||||||||||||||||||||||||||||||||
failCount | Integer | Yes | The number of accounts not created. | ||||||||||||||||||||||||||||||||||||||||||||
failedData | Array | No | A list of failed data
|
Create Multiple Accounts
#Request (JSON)
Post /account/accounts
Host: localhost.com
Content-Type: application/json
[
{
"name": "kavita9779",
"description": "kavita07",
"billingAddress": {
"street": "Bangalore_1",
"city": "Bangalore",
"state": "KA",
"postalCode": "560001",
"country": "INDIA"
},
"originalAccountNumber": "kav121",
"accountNumber": "kav12341111"
},
{
"name": "kavita9999",
"description": "kavita05",
"billingAddress": {
"street": "Bangalore_1",
"city": "Bangalore",
"state": "KA",
"postalCode": "560001",
"country": "INDIA"
},
"accountNumber": "kav121331",
"originalAccountNumber": "kav1112"
}
]
#Response
200 OK
Content-Type: application/json
{
"failCount": 1,
"failedData": [
{
"data": {
"createdBy": "apiSysAdmin",
"clientId": 94572,
"name": "kavita9779",
"description": "kavita07",
"accountNumber": "kav12341111",
"originalAccountNumber": "kav121"
},
"ordinal": 1,
"status": "Internal Server Error"
}
],
"successCount": 1,
"updateCount": 0
}
Read Account
Description: Retrieves information about a specific account.
User Roles: Sysadmin, Superuser, or Manager
Method: GET /account/accounts/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account ID to be read. |
Body:
None
Response Code: 200 OK
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
id | Integer | Yes | Account ID. | ||||||||||||||||||||||||||||||||||||
createdDate | Date | Yes | The creation date of the account (Unix timestamp format). | ||||||||||||||||||||||||||||||||||||
createdBy | String | Yes | The username who created the account. | ||||||||||||||||||||||||||||||||||||
modifiedDate | Date | Yes | The most recent modification date of the account (Unix timestamp format). | ||||||||||||||||||||||||||||||||||||
modifiedBy | String | Yes | The username who last modified the account. | ||||||||||||||||||||||||||||||||||||
name | String | Yes | Account name. | ||||||||||||||||||||||||||||||||||||
description | String | No | Description of the account. | ||||||||||||||||||||||||||||||||||||
industry | String | No | Industry to which the account belongs. | ||||||||||||||||||||||||||||||||||||
annualRevenue | Integer | No | Annual revenue of the account. | ||||||||||||||||||||||||||||||||||||
phoneFax | String | No | Phone or fax number. | ||||||||||||||||||||||||||||||||||||
billingAddress | String | No | Billing address
| ||||||||||||||||||||||||||||||||||||
rating | String | No | The account’s prospect rating. For example, Hot, Warm, or Cold. | ||||||||||||||||||||||||||||||||||||
phoneOffice | String | No | Office phone number. | ||||||||||||||||||||||||||||||||||||
phoneAlternate | String | No | Alternative phone number. | ||||||||||||||||||||||||||||||||||||
website | String | No | The website for this account. | ||||||||||||||||||||||||||||||||||||
ownershipType | String | No | Ownership type for the account. For example, Private, Public, or Subsidiary. | ||||||||||||||||||||||||||||||||||||
numOfEmployees | Integer | No | Number of employees. | ||||||||||||||||||||||||||||||||||||
tickerSymbol | String | No | The stock ticker symbol for the account. | ||||||||||||||||||||||||||||||||||||
shippingAddress | String | No | Shipping address.
| ||||||||||||||||||||||||||||||||||||
campaignId | String | No | The ID of a campaign assigned to the account. | ||||||||||||||||||||||||||||||||||||
accountNumber | String | No | Unique account number assigned to the account within a client. | ||||||||||||||||||||||||||||||||||||
originalAccountNumber | String | No | Unique account number assigned to the account from the originating source, such as Salesforce. | ||||||||||||||||||||||||||||||||||||
agentId | Integer | No | The ID of the agent assigned to the account. | ||||||||||||||||||||||||||||||||||||
agentTeamId | Integer | No | The ID of the agent team assigned to the account. | ||||||||||||||||||||||||||||||||||||
accountSource | String | No | The source of the account record. For example, Advertisement, Data.com, or Trade Show. | ||||||||||||||||||||||||||||||||||||
sicCode | String | No | Standard Industrial Classification (SIC) code of the account's main business categorization. | ||||||||||||||||||||||||||||||||||||
sicDesc | String | No | A brief description of an organization’s line of business, based on its SIC code. | ||||||||||||||||||||||||||||||||||||
classificationId | Integer | No | The account classification ID. | ||||||||||||||||||||||||||||||||||||
customFields | Array | No | Custom field values associated to an account.
| ||||||||||||||||||||||||||||||||||||
secureFields | Array | No | Secure field values associated with an account.
| ||||||||||||||||||||||||||||||||||||
typeId | Integer | No | The account type ID. | ||||||||||||||||||||||||||||||||||||
notes | Array | No | A list of notes associated with the account.
| ||||||||||||||||||||||||||||||||||||
contacts | Array | No | A list of contact IDs associated with the account. Contact IDs are unique IDs to identify contacts in Contact Manager, where they are also called accounts. | ||||||||||||||||||||||||||||||||||||
classificationName | String | No | The account classification name. | ||||||||||||||||||||||||||||||||||||
typeName | String | No | The account type name. | ||||||||||||||||||||||||||||||||||||
agentName | String | No | Name of the agent assigned to the account. | ||||||||||||||||||||||||||||||||||||
history | Object | No | The account history
| ||||||||||||||||||||||||||||||||||||
primaryAccountContact | String | No | Primary account value. | ||||||||||||||||||||||||||||||||||||
logId | UUID | No | Error ID. | ||||||||||||||||||||||||||||||||||||
errorMsg | String | No | Error Description. | ||||||||||||||||||||||||||||||||||||
primaryContact | Object | No | Primary contact information
| ||||||||||||||||||||||||||||||||||||
agentTeamName | String | No | Name of the agent team assigned to the account. |
Read an Account
#Request (JSON)
GET /account/accounts/607260
Host: localhost.com
Content-Type: application/json
#Response
200 OK
Content-Type: application/json
{
"id": 607260,
"createdDate": 1672638331042,
"createdBy": "apiSysAdmin",
"modifiedDate": 1691097856355,
"modifiedBy": "apiSysAdmin",
"clientId": 84723,
"name": "QA11690867366153",
"description": "QAE11690867366153",
"industry": "API11690867366153",
"annualRevenue": 100,
"phoneFax": "+16503510000",
"rating": "Hot",
"phoneOffice": "+16503517000",
"phoneAlternate": "+16503517400",
"website": "www.livevox.com",
"tickerSymbol": "LV",
"sicCode": "qa12345678",
"campaignId": "120690619",
"number": 101,
"accountNumber": "qa12344",
"originalAccountNumber": "OAN12",
"agentId": 561754,
"agentTeamId": 15581,
"primaryContact": 102927,
"accountSource": "Advertisement",
"sicDesc": "qa1234567",
"errorMsg": "ERROR_CCSFEATURES_ENCRYPTED_FALSE: Can't display secure fields due to misconfiguration.",
"logId": "8d4efcc0-73dc-40e1-8c3e-4c3f8dad741b",
"notes": [],
"contacts": [
{
"id": 102927,
"createdDate": 1672638392601,
"createdBy": "apiSysAdmin",
"modifiedDate": 1672638392601,
"contact": "qa123",
"accountId": 607260
}
],
"history": [],
"primaryAccountContact": {
"id": 102927,
"createdDate": 1672638392601,
"createdBy": "apiSysAdmin",
"modifiedDate": 1672638392601,
"contact": "qa123",
"accountId": 607260
},
"agentTeamName": "apiteam",
"billingAddress": {
"street": "Bangalore_1",
"city": "Bangalore",
"state": "KA",
"postalCode": "560001",
"country": "INDIA"
},
"shippingAddress": {
"street": "Bangalore_2",
"city": "KA2",
"postalCode": "560001",
"country": "IND"
}
}
List Accounts
Description: Retrieves information about accounts based on the provided offset and count (number of items) values
User Roles: Sysadmin, Superuser, or Manager
Method: GET /account/accounts?count={n}&offset={n}
Parameters:
Path/Query Parameter Name | Variable Name | Type | Mandatory? | Description |
---|---|---|---|---|
count | n | Integer | Yes | Specifies the number of items to return in the list. There is a maximum of 1000 items. |
offset | n | Integer | Yes | Required for pagination. Specifies the offset from 0, based on the count, to start listing from. |
Body:
None
Response Code: 200 Ok
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
next | URI | No | A Uniform Resource Identifier (URI) for the next page of entries. If next is not present, or blank, then there are no pages after this one. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
listAccounts | Array | No | A list of accounts. The list is sorted by name.
|
List Accounts by Providing Offset Values
#Request (JSON)
Get /account/accounts?offset=5&count=2
Host: localhost.com
Content-Type: application/json
Accept: application/json
#Response
200 Ok
Content-Type: application/json {
"next": "/account/accounts?offset=7",
"listAccount": [
{
"id": 607281,
"createdDate": 1673980064556,
"createdBy": "apiSysAdmin",
"modifiedDate": 1673980064556,
"clientId": 94572,
"name": "12q211673841660000",
"description": "2q1673841660000",
"industry": "2q1673841660000",
"annualRevenue": 100,
"phoneFax": "6503510000",
"rating": "Hot",
"phoneOffice": "6503517000",
"phoneAlternate": "6503517400",
"website": "www.livevox.com",
"tickerSymbol": "LV",
"sicCode": "qa12345678",
"number": 142,
"accountNumber": "qa1211qa123",
"originalAccountNumber": "OAN12",
"site": "Bang",
"accountSource": "Advertisement",
"sicDesc": "qa1234567",
"customFields": [
{
"field": "COL1",
"value": "123"
}
],
"billingAddress": {
"street": "Bangalore_1",
"city": "Bangalore",
"state": "KA",
"postalCode": "560001",
"country": "INDIA"
},
"ownershipType": "Private",
"numOfEmployees": 1000,
"shippingAddress": {
"street": "Bangalore_2",
"city": "Bangalore2",
"state": "KA2",
"postalCode": "560001",
"country": "IND"
}
},
{
"id": 607646,
"createdDate": 1688620601288,
"createdBy": "apiSysAdmin",
"modifiedDate": 1688620844579,
"modifiedBy": "apiSysAdmin",
"clientId": 94572,
"name": "131aq1688616060000",
"description": "3q1688616060000",
"industry": "3q1688616060000",
"annualRevenue": 200,
"phoneFax": "6503510001",
"rating": "warm",
"phoneOffice": "6503517001",
"phoneAlternate": "6503517401",
"website": "www.live.com",
"tickerSymbol": "LV1",
"sicCode": "qa12345678",
"number": 244,
"accountNumber": "qa2q1qa123",
"originalAccountNumber": "OAN123",
"agentId": 635534,
"agentTeamId": 16364,
"accountSource": "Advertisement",
"sicDesc": "qa1234567",
"agentTeamName": "apitestteam",
"billingAddress": {
"street": "Bangalore_2",
"city": "Bangalore_2",
"state": "KAS",
"postalCode": "560002",
"country": "INDIA"
},
"shippingAddress": {
"street": "Bangalore_1",
"city": "KAS",
"postalCode": "560002",
"country": "INDIA"
}
}
]
}
Find Matching Accounts
Description: Searches for accounts that match the specified criteria.
User Roles: Sysadmin, Superuser, or Manager
Method: POST /account/accounts/search?count={n}&offset={n}
Parameters:
Path/Query Parameter Name | Variable Name | Type | Mandatory? | Description |
---|---|---|---|---|
count | n | Integer | Yes | Specifies the number of items to return in the list. There is a hard cap of 1000 items. |
offset | n | Integer | Yes | Required for pagination. Specifies the offset from 0, based on the count, to start listing from. |
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
search | Object | No | An object specifying the search criteria
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
sort | Object | No | An object indicating the attribute to sort by
|
Response Code:
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
next | URI | No | A URI for the next page of entries. If next is not present, or blank, then there are no pages after this one. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
findMatchingAccounts | Array | No | A list of accounts
|
Find the Matching Account
#Request (JSON)
POST /account/accounts/search?offset=0&count=3
Host: localhost.com
Content-Type: application/json
{
"search": {
"name": "200"
}
}
#Response
200 OK
Content-Type: application/json
{
"next": "account/accounts/search?offset=3&count=3",
"listAccount": [
{
"name": "QA042220055716",
"description": "QA042220055716",
"billingAddress": {},
"shippingAddress": {},
"accountNumber": "343",
"agentId": 12345,
"customFields": [],
"id": 54065,
"createdDate": 1587553036759,
"createdBy": "apiSysAdmin",
"modifiedDate": 1587553036759
},
{
"name": "QA042220070650",
"description": "QA042220070650",
"billingAddress": {},
"shippingAddress": {},
"accountNumber": "468",
"agentTeamId": 12345,
"customFields": [],
"id": 54190,
"createdDate": 1587557211140,
"createdBy": "apiSysAdmin",
"modifiedDate": 1587557211140
},
{
"name": "QA042220071429",
"description": "QA042220071429",
"billingAddress": {},
"shippingAddress": {},
"accountNumber": "510",
"agentTeamId": 12345,
"customFields": [],
"id": 54232,
"createdDate": 1587557670106,
"createdBy": "apiSysAdmin",
"modifiedDate": 1587557670106
}
]
}
Update Account
Description: Modifies the information for an account. When updating the account information, the system validates against Agent ID, Agent Team ID, Campaign ID, account Classification ID, and account Type ID. You can provide the required attributes that need to be updated in the request. Attributes not included in the request will remain unchanged. If an attribute needs to be set to null, include the property in the request with the "null" value.
User Roles: Sysadmin or Superuser
Method: PUT /account/accounts/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account ID to be updated. |
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
name | String | No | Account name and it can be duplicated. | ||||||||||||||||||||||||
description | String | No | Description of the account. | ||||||||||||||||||||||||
industry | String | No | Industry the account belongs to. | ||||||||||||||||||||||||
annualRevenue | Integer | No | Annual revenue of the account. | ||||||||||||||||||||||||
phoneFax | String | No | Phone or fax number. | ||||||||||||||||||||||||
billingAddress | String | No | Billing address
| ||||||||||||||||||||||||
rating | String | No | The account’s prospect rating. For example, Hot, Warm, or Cold. | ||||||||||||||||||||||||
phoneOffice | String | No | Office phone number. | ||||||||||||||||||||||||
phoneAlternate | String | No | Alternate phone number. | ||||||||||||||||||||||||
website | String | No | The website of this account. | ||||||||||||||||||||||||
ownershipType | String | No | Ownership type for the account. For example, Private, Public, or Subsidiary. | ||||||||||||||||||||||||
numOfEmployees | Integer | No | Number of employees. | ||||||||||||||||||||||||
tickerSymbol | String | No | The stock ticker symbol for the account. | ||||||||||||||||||||||||
shippingAddress | String | No | Shipping address
| ||||||||||||||||||||||||
campaignId | String | No | The campaign ID assigned to the account. | ||||||||||||||||||||||||
accountNumber | String | No | Unique account number assigned to the account within a client. | ||||||||||||||||||||||||
originalAccountNumber | String | No | Unique account number assigned to the account from originating source, like Salesforce. | ||||||||||||||||||||||||
agentId | Integer | No | The agent ID assigned to the account. | ||||||||||||||||||||||||
agentTeamId | Integer | No | The agent team ID assigned to the account. | ||||||||||||||||||||||||
accountSource | String | No | The source of the account record. For example, Advertisement, Data.com, or Trade Show. | ||||||||||||||||||||||||
sicCode | String | No | Standard Industrial Classification (SIC) code of the account's main business categorization. | ||||||||||||||||||||||||
sicDesc | String | No | A brief description of an organization’s line of business, based on its SIC code. | ||||||||||||||||||||||||
classificationId | Integer | No | The account classification ID. | ||||||||||||||||||||||||
customFields | Array | No | Custom field values associated to an account.
| ||||||||||||||||||||||||
secureFields | Array | No | Secure field values associated to an account.
| ||||||||||||||||||||||||
typeId | Integer | No | The account type ID. |
Response Code: 204 No Content
Body:
None
Update an Account
#Request (JSON)
PUT /account/accounts/604423
Host: localhost.com
Content-Type: application/json
{
"name": "DOC123",
"description": "Test for Doc",
"industry": "Telecom Software",
"annualRevenue": "5000",
"phoneFax": "8456911158",
"billingAddress": {
"street": "MG Road",
"city": "Bangalore",
"state": "Karnataka",
"postalCode": "560005",
"country": "India"
},
"rating": "Excellent"
}
#Response
204 No Content
Content-Type: application/json
Update the Account that Doesn't Exist
#Request (JSON)
PUT /account/accounts/604451
Host: localhost.com
Content-Type: application/json
{
"name": "DOC123x",
"description": "Test for Doc",
"industry": "Telecom Software",
"annualRevenue": "5000",
"phoneFax": "8456911158",
"billingAddress": {
"street": "MG Road",
"city": "Bangalore",
"state": "Karnataka",
"postalCode": "560005",
"country": "India"
},
"rating": "Excellent"
}
#Response
404 No Found
Content-Type: application/json
{
"code": 203,
"message": "No Record Found"
}
Add Note to Account
Description: Adds a note to the specified account.
User Roles: Sysadmin or Superuser
Method: POST /account/accounts/{id}/notes
Parameters:
None
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
name | String | Yes | Name of the note. |
description | String | No | Description of the note. |
Response Code: 204 No Content
Body:
None
Add a note to an account
#Request (JSON)
POST /account/accounts/604434/notes
Host: localhost.com
Content-Type: application/json
{
"name": "Note1",
"description": "Documentation Note"
}
#Response
204 No Content
Content-Type: application/json
Delete Account
Description: Deletes an account from the Account editor of LiveVox Portal.
User Roles: Sysadmin or Superuser
Method: Delete /account/accounts/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account ID to be deleted. |
Body:
None
Response Code: 204 No Content
Body:
None
Delete an Account
#Request (JSON)
DELETE /account/accounts/604434
Host: localhost.com
Content-Type: application/json
#Response
204 No Content
Content-Type: application/json
Link / Unlink Account to Contacts
The Account methods allow you to associate and dissociate Livevox accounts to contacts.
Link Account to Contact
Description: Associate an account with a contact. The system validates against the Account ID and Contact ID.
User Roles: Sysadmin, Superuser, or Manager
Method: POST /account/accounts/{id}/contacts
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account ID to be linked. |
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
contactId | String | Yes | Contact ID is unique ID to identify a contact in Contact Manager, where it is also called "account". |
Response Code: 204 No Content.
Body:
None
Link an Account to the Contact
#Request (JSON)
POST /account/accounts/604423/contacts
Host: localhost.com
Content-Type: application/json
{
"contactId": "qa123"
}
#Response
204 No Content
Content-Type: application/json
Link an Account to the Contact that Already Linked
#Request (JSON)
POST /account/accounts/604423/contacts
Host: localhost.com
Content-Type: application/json
{
"contactId": "qa123"
}
#Response
409 Conflict
Content-Type: application/json
{
"code": 409,
"message": "Association already exists."
}
Link Account to Multiple Contacts
Description: Associate an account with multiple contacts. For bulk operation, the system does not validate against the Account ID and Contact ID.
User Roles: Sysadmin, Superuser, or Manager
Method: POST /account/accounts/{id}/contacts/bulk
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account ID to be linked. |
Body:
Key | Type | Mandatory? | Description | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Array | Yes | An array of Contact IDs. Contact ID is unique to identify a contact in Contact Manager, where it is also called "account".
|
Response Code: 200 OK
Body:
Key | Type | Mandatory? | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
successCount | Integer | Yes | The number of contacts successfully linked to the account | ||||||||||||
failCount | Integer | Yes | The number of contacts failed to be linked to the account. | ||||||||||||
failedData | Array | No | A list of hints to failed data
|
Link the Account with Multiple Contacts
#Request (JSON)
POST /account/accounts/604423/contacts/bulk
Host: localhost.com
Content-Type: application/json
[
{
"contactId": "0001"
},
{
"contactId": "000"
},
{
"contactId": "DOC123a"
},
{
"contactId": "Doc1234a"
}
]
#Response
200 OK
Content-Type: application/json
{
"successCount": 2,
"failCount": 2,
"failedData": [
{
"itemName": "0001",
"cause": "This contact has been associated with the account."
},
{
"itemName": "000",
"cause": "This contact has been associated with the account."
}
]
}
Unlink an Account With a Contact
Description: Dissociates an account with a contact.
User Roles: Sysadmin, Superuser, or Manager
Method: DELETE /account/accounts/{id}/contacts/{contactId}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account ID to be unlinked. |
contactId | String | Yes | Contact ID is unique to identify a contact in Contact Manager, where it is also called "account". |
Body:
None
Response Code: 204 No Content
Body:
None
Unlink the Account From the Contact
#Request (JSON)
DELETE /account/accounts/604423/contacts/API199
Host: localhost.com
Content-Type: application/json
#Response
204 No Content
Content-Type: application/json
Account Classifications
The classification methods allow you to create, read, modify, delete, and list all classifications for an account.
Create Classification
Description: Create a classification for accounts.
User Roles: Sysadmin or Superuser
Method: POST /account/classifications
Parameters:
None
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
name | String | Yes | Classification name. |
Response Code: 201 Created
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | The ID of the newly created classification. |
Create a Classification
#Request (JSON)
POST /account/classification
Host: localhost.com
Content-Type: application/json
{
"name": "Bronze"
}
#Response
201 Created
Content-Type: application/json
{
"id": 181
}
Read Classification
Description: Gets the classification details.
User Roles: Sysadmin, Superuser, or Manager
Method: GET /account/classifications/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Classification ID to be read. |
Body:
None
Response Code: 200 OK
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | The ID of the classification. |
name | String | Yes | Name of the classification. |
level | Integer | No | A number indicating the sequence in the display. |
Get the classification details
#Request (JSON)
GET /account/classification/171
Host: localhost.com
Content-Type: application/json
#Response
200 OK
Content-Type: application/json
{
"level": 1,
"name": "Platinum",
"id": 171
}
List All Classification
Description: List all available classifications.
User Roles: Sysadmin, Superuser, or Manager
Method: GET /account/classifications
Parameters:
None
Body:
None
Response Code: 200 OK
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Array | No | A list of classifications
|
List all Available Classifications
#Request (JSON)
GET /account/classifications
Host: localhost.com
Content-Type: application/json
#Response
200 OK
Content-Type: application/json
[
{
"level": 1,
"name": "Platinum",
"id": 171
},
{
"level": 2,
"name": "Gold",
"id": 172
},
{
"level": 3,
"name": "Silver",
"id": 173
},
{
"level": 4,
"name": "Bronze",
"id": 181
}
]
Update Classification
Description: Modifies an existing classification.
User Roles: Sysadmin or Superuser
Method: PUT /account/classification/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Classification ID to be updated. |
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
name | String | No | Name of the classification |
level | Integer | No | A number indicating the sequence in the display. |
Response Code: 204 No Content
Body:
None
Update the Classification
#Request (JSON)
PUT /account/classification/181
Host: localhost.com
Content-Type: application/json
{
"name": "Brass",
"level": "6"
}
#Response
204 No Content
Content-Type: application/json
Delete Classification
Description: Deletes an existing classification.
User Roles: Sysadmin or Superuser
Method: DELETE /account/classification/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Classification ID to be deleted. |
Body:
None
Response Code: 204 No Content
Body:
None
Delete the Classification
#Request (JSON)
DELETE /account/classification/182
Host: localhost.com
Content-Type: application/json
#Response
204 No Content
Content-Type: application/json
Account Types
The account types methods allow you to create, read, modify, delete, and list all account types.
Create Type
Description: Create an account type
User Roles: Sysadmin or Superuser
Method: POST /account/types
Parameters:
None
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
name | String | Yes | Name of the account type. |
Response Code: 201 Created
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | The ID of the newly created type. |
Create an Account Type
#Request (JSON)
POST /account/types
Host: localhost.com
Content-Type: application/json
{
"name": "Advertisement"
}
#Response
201 Created
Content-Type: application/json
{
"id": 192
}
Read Type
Description: Read the account type
User Roles: Sysadmin or Superuser
Method: GET /account/type/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account type ID to be read. |
Body:
None
Response Code: 200 OK
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
Level | Integer | No | A number indicating the sequence in display. |
name | String | Yes | Name of the account type. |
id | Integer | Yes | ID of the account type. |
Get the Account Type Details
#Request (JSON)
GET /account/type/184
Host: localhost.com
Content-Type: application/json
#Response
200 OK
Content-Type: application/json
{
"level": 3,
"name": "Grocery",
"id": 184
}
List All Types
Description: Gets all available account types.
User Roles: Sysadmin, Superuser, or Manager
Method: GET /account/types
Parameters:
None
Body:
None
Response Code: 200 OK
Body:
Key | Type | Mandatory? | Description | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Array | No | A list of types
|
List all Available Account Types
#Request (JSON)
GET /account/types
Host: localhost.com
Content-Type: application/json
#Response
200 OK
Content-Type: application/json
[
{
"level": 1,
"name": "Hospital",
"id": 48
},
{
"level": 2,
"name": "Bank",
"id": 183
},
{
"level": 3,
"name": "Grocery",
"id": 184
},
{
"level": 4,
"name": "Advertisement",
"id": 192
}
]
Update Type
Description: Modifies the account type.
User Roles: Sysadmin or Superuser
Method: PUT /account/type/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account type ID to be update. |
Body:
Key | Type | Mandatory? | Description |
---|---|---|---|
name | String | No | Name of the account type. |
level | Integer | No | A number indicating the sequence in display. |
Response Code: 204 No Content
Body:
None
Update the Account Type
#Request (JSON)
PUT /account/type/192
Host: localhost.com
Content-Type: application/json
{
"name": "Marketing",
"level": "6"
}
#Response
204 No Content
Content-Type: application/json
Delete Type
Description: Deletes the account type.
User Roles: Sysadmin or Superuser
Method: DELETE /account/type/{id}
Parameters:
Path/Query Parameter Name | Type | Mandatory? | Description |
---|---|---|---|
id | Integer | Yes | Account type ID to be deleted. |
Body:
None
Response Code: 204 No Content
Body:
None
Delete the Account Type
#Request (JSON)
DELETE /account/type/193
Host: localhost.com
Content-Type: application/json
#Response
204 No Content
Content-Type: application/json
Errors
For more information, see the Errors section on the REST APIs page.