Company Administration Service
The Company Administration Service allows easy integration for creating, modifying, and retrieving of Companies, Locations and Groups, and their related Settings. Requests are made through POST
, PUT
, PATCH
, GET
or DELETE
requests.
Authentication for the CompanyAdministrationService
will be done with a Base64 encoded username:password, passed in through the BASIC HTTP Authorization Header.
Any endpoints under /companies
are accessible to get or modify even if the company is INACTIVE.
Any endpoints under /locations
or /groups
can only be retrieved, modified or created for an ACTIVE company.
General Service Notes
POST
|
Create a new entity. |
PUT
|
Update and overwrite an existing entity. |
PATCH
|
Update portions of an existing entity. In general, fields will be updated if supplied and contain a non-null value. If supplied value is empty "" , the field will be cleared. If supplied value is null , the field will not be changed.
|
GET
|
Retrieve a single entity or a list of entities. |
DELETE
|
Delete an existing entity. |
RESPONSE
|
In general, fields will only be returned if their value is not null or empty. |
Using this service, you can manage information about your company, such as a description for the company, your billing information and who gets emailed for invoices.
Company
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/companies
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/companies
PUT
an updated Company
which will overwrite existing values
GET
a Company
. This endpoint will also create a new Setting
record if one does not exist
PATCH
an updated Company
which will overwrite existing values if not null
Request Examples
Response Example
Company Object:
{
"billToCompany": {
"companyId": "2222",
"companyName": "I Will Pick Up the Tab"
},
"billing": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"autoBilling": true,
"billingCard": {
"cardToken": "thisIsAToken1234",
"expirationMonth": 12,
"expirationYear": 24
},
"billingCheck": {
"bankAccountNumber": "123456789",
"bankRoutingNumber": "987654321"
},
"invoiceBreakdownLevel": "LOCATION",
"paymentMethod": "CARD",
"username": "user@test.com"
},
"billingEmails": {
"primaryList": [
"test@test.com",
"test3@test.com"
],
"secondaryList": [
"anotherTest@test.com"
]
},
"companyId": 1234,
"serviceList": [
{
"accountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"serviceAllowId": 2355,
"serviceName": "CARD",
"status": "INACTIVE",
"vendor": "USAEPAY"
},
{
"accountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"serviceAllowId": 1111,
"serviceName": "CHECK",
"status": "ACTIVE",
"vendor": "PAYLIANCE",
"vendorSettings": {
"clientId": "TESTCLIENT",
"isNachaVerifyEnabled": true
}
},
{
"accountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"serviceAllowId": 1234,
"serviceName": "CARD",
"status": "DEMO",
"vendor": "PDC4U"
}
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
Click to view Full Company Object
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
companyId
Numeric
|
The id of the Company .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
billing
Object
|
The Billing data for this Company .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
settings
Object
|
The Settings for this Company .
NOTE: The following fields cannot be modified and are ignored if passed in: name, cardAccountDirectiveList,
achAccountDirectiveList.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
billingEmails
Object
|
The billingEmails for this Company . These emails will receive an invoice each month and
also notification when the payment on the invoice has failed or been completed successfully.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
serviceList
List
|
The services for this Company . This will include the data for each service that has been
configured for this company.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
billToCompany
ObjectN/A
Readonly
|
Which company this company is being billed to. If this is not null , then no billing will
be returned for this company .
|
--Company Retrieval
GET :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/companies
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/companies
Sample Response:
{
"billToCompany": {
"companyId": "2222",
"companyName": "I Will Pick Up the Tab"
},
"billing": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"autoBilling": true,
"billingCard": {
"cardToken": "thisIsAToken1234",
"expirationMonth": 12,
"expirationYear": 24
},
"billingCheck": {
"bankAccountNumber": "123456789",
"bankRoutingNumber": "987654321"
},
"invoiceBreakdownLevel": "LOCATION",
"paymentMethod": "CARD",
"username": "user@test.com"
},
"billingEmails": {
"primaryList": [
"test@test.com",
"test3@test.com"
],
"secondaryList": [
"anotherTest@test.com"
]
},
"companyId": 1234,
"serviceList": [
{
"accountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"serviceAllowId": 2355,
"serviceName": "CARD",
"status": "INACTIVE",
"vendor": "USAEPAY"
},
{
"accountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"serviceAllowId": 1111,
"serviceName": "CHECK",
"status": "ACTIVE",
"vendor": "PAYLIANCE",
"vendorSettings": {
"clientId": "TESTCLIENT",
"isNachaVerifyEnabled": true
}
},
{
"accountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"serviceAllowId": 1234,
"serviceName": "CARD",
"status": "DEMO",
"vendor": "PDC4U"
}
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
Retrieve details about your company. https://companyadministrationdemo.pdc4u.com/api/v1_0/companies
--Modify your Company
PATCH :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v2_0/companies
Live urls:
https://companyadministration.pdc4u.com/api/v2_0/companies
Sample Response:
{
"billing": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"autoBilling": true,
"billingCard": {
"cardToken": "thisIsAToken1234",
"expirationMonth": 12,
"expirationYear": 24
},
"billingCheck": {
"bankAccountNumber": "123456789",
"bankRoutingNumber": "987654321"
},
"invoiceBreakdownLevel": "LOCATION",
"paymentMethod": "CARD",
"username": "user@test.com"
},
"billingEmails": {
"primaryList": [
"test@test.com",
"test3@test.com"
],
"secondaryList": [
"anotherTest@test.com"
]
},
"companyId": 1234,
"serviceList": [
{
"accountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"serviceAllowId": 2355,
"serviceName": "CARD",
"status": "INACTIVE",
"vendor": "USAEPAY"
},
{
"accountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"serviceAllowId": 1111,
"serviceName": "CHECK",
"status": "ACTIVE",
"vendor": "PAYLIANCE",
"vendorSettings": {
"clientId": "TESTCLIENT",
"isNachaVerifyEnabled": true
}
},
{
"accountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"serviceAllowId": 1234,
"serviceName": "CARD",
"status": "DEMO",
"vendor": "PDC4U"
}
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"description": "Our company is great",
"hierarchyDisplaySetting": "LOCATION",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
PATCH
requests will modify only the specified parts of your company. Below are the fields and options that can be modified. Required fields cannot be set to null. The vendorSettings
objects are required in full.
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
billing
Object
|
You can update your company's billing information.
Click to view the
|
Attribute | Description | ||||||||||||||||
autoBilling
Boolean5
Required
|
Boolean to specify if Auto Billing is enabled. | ||||||||||||||||
paymentMethod
Alpha5
Conditional
|
The Billing Payment Method. Valid Values: CARD , CHECK .Required if autoBilling is true .
|
||||||||||||||||
billingCard
Object
Conditional
|
The BillingCard data.
Required for CARD paymentMethod .
|
||||||||||||||||
billingCheck
Object
Conditional
|
The BillingCheck data.
Required for CHECK paymentMethod .
|
||||||||||||||||
address
Object
|
Billing address of the company. This is specifically for the billing method.
|
||||||||||||||||
username
Alphanumeric60
Required
|
The name of the User performing the request. NOTE: This field is not returned in the response. |
||||||||||||||||
invoiceBreakdownLevel
Alpha8
|
To what level the company invoice will be broken down at the end of the billing cycle.
For example, if set to LOCATION , the invoice will show billing broken down by how much each location processed.
An empty value will default to COMPANY .
Valid Values: COMPANY , GROUP , LOCATION . |
Settings
for this Company
.
NOTE: The following fields cannot be modified and are ignored if passed in: name, cardAccountDirectiveList, achAccountDirectiveList.
Click to see the Settings
object
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
name
Alphanumeric100
Conditional
|
The name of the group or location for which these settings apply. Required for Group and Location .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
description
Alphanumeric150
|
A description of the company, group or location for which these settings apply. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
address
Object
|
Address for this location/group/company
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
receiptText
Alphanumeric5000
|
Text that will show on a receipt for transactions processed by this location/group/company. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
scheduleText
Alphanumeric5000
|
Text that will show on a schedule for this location/group/company. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
cardFeeAmount
Numeric7
|
Fee for a card transaction processed by this location/group/company. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
achFeeAmount
Numeric7
|
Fee for an ach transaction processed by this location/group/company. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
hierarchyDisplaySetting
Enum
|
This defines whether the company, group or location name and address will display on schedules and transaction receipts. Valid Values: COMPANY , GROUP , LOCATION .There must be a group configured for the level to be GROUP .
There must be an active location configured for the level to be LOCATION .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
cardAccountDirectiveList
ListN/A
|
List of Card AccountDirective
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
achAccountDirectiveList
ListN/A
|
List of ACH AccountDirective
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
cashAccountDirectiveList
ListN/A
|
List of Cash AccountDirective
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
customBranding
Object
Optional
|
Allows for customized branding options.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
dateCreated
Date
Readonly
|
Date created.
Format: URL Encoded ISO-8601
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
dateModified
Date
Readonly
|
Date modified.
Format: URL Encoded ISO-8601
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
hierarchyDisplay
ObjectN/A
Readonly
|
Display information for the company, group, or location. This is based on the hierarchyDisplaySetting .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
inheritedFromGroup
ListN/A
Readonly
|
List of Setting field names where the setting was inherited from its Group See the Effective Settings and Effective Settings Preview endpoint definition. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
inheritedFromCompany
ListN/A
Readonly
|
List of Setting field names where the setting was inherited from the Company See the Effective Settings and Effective Settings Preview endpoint definition. |
services
for this Company
. This will include the data for each service that has been
configured for this company. The settings for these services for this company can be edited with a PATCH
.
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
serviceAllowId
Numeric10
Required
|
The id for this service . This id is required to update this service.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
serviceName
Alpha10
Readonly
|
The type of service. Potential values:
CASH , CHECK , CARD , IVR , RECURRING ,
GENERAL ,TOKENIZER ,SIGNATURE . |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
status
Boolean9
|
The status of the service. Valid Values: - ACTIVE : The service is ready and available for production use.- DEMO : The service is can be used, but transactions will be sent through a sandbox system and will not be billed.- INACTIVE : The service cannot be used.- CONFIGURE : The service must be configured before use. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
vendor
Alpha12
ReadOnly
|
The name of the vendor for the service. Valid Values: - PDC4U : For services TOKENIZER, SIGNATURE, GENERAL, CASH, RECURRING.- TSS : For service CHECK.- USAePay : For service CARD.- Payrazr : For services CARD, CHECK.- Newtek : For service CARD.- PayNSeconds : For service CARD.- Voxeo : For service IVR.- Payliance : For service CHECK. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
accountDirectiveList
List
ReadOnly
|
A list of account directives for the service. These can be edited individually on the Company Account Directive endpoint.
ONLY ON CARD , CHECK and CASH services.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
signatureCompanyLogo
AlphaNumeric
|
A Base64 representation of the company logo that is shown in the Signature service.ONLY on the SIGNATURE service.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
signatureCompanyName
AlphaNumeric45
|
A custom name that is displayed on Flow requests. ONLY on SIGNATURE service.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
signatureMiniMiranda
AlphaNumeric1024
|
A mini miranda to be displayed on Flow requests. ONLY on SIGNATURE service.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
signatureFromEmailAddress
AlphaNumeric75
|
An email address that will be displayed as the From email address on Flow email requests. ONLY on SIGNATURE service.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
batchClosingHour
Numeric2
|
The closing hour for the ACH batch. Format: 24hr. ONLY on CHECK services.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
allowCredit
Boolean5
|
Whether ACH credits are allowed with this service/vendor. ONLY on CHECK services.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
exceptionReportIsEnabled
Boolean5
|
Whether ACH exception reports will be sent daily to the specified email. ONLY on CHECK services.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
exceptionReportLink
Alpha8
|
If the exception report is enabled, which PDC4U system will the exception reports link to. ONLY on CHECK services.Valid values: FlowUI , NoLink .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
vendorSettings
Object
|
Settings that are specific to this vendor for this service. Currently, ONLY on CHECK services and only with Payliance and TSS vendors.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
accountDirectiveList
List
|
Account directives specifically for this service. ONLY on CASH , CHECK and CARD services.
|
billingEmails
for this Company
. These emails will receive an invoice each month and also notification when the payment on the invoice has failed or been completed successfully.
Click here to see the BillingEmails
object
Attribute | Description |
primaryList
List
|
A list of email addresses for which billing invoices and bill processing details will be posted.
These email addresses, comma separated, cannot exceed 100 characters.
The total email addresses in this BillingEmails object cannot exceed a count of 10.
|
secondaryList
List
|
A list of email addresses for which billing invoices and bill processing details will be posted.
These email addresses, comma separated, cannot exceed 100 characters.
The total email addresses in this BillingEmails object cannot exceed a count of 10.
|
Group Object
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/groups
POST
to create a new Group
PUT
to update a Group
overwriting all existing values
GET
to get a Group
or list of Groups
DELETE
(deprecated) to delete deactivate a Group
record. A Group
can only be deactivated if there are no ACTIVE Locations
assigned to it.
Request Examples
Response Example
Group Object:
{
"activation": true,
"customId": "MyFacilityId4321",
"groupId": 1111,
"locationCount": 1,
"locationIds": [
12
],
"locations": [
{
"activation": true,
"customId": "123456",
"groupData": {
"customId": "Group123",
"id": 123,
"name": "Best Group"
},
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
Click to view Full Group Object
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
groupId
Numeric
|
The id of the Group .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
customId
AlphaNumeric25
|
A custom, editable id for the group. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
locationIds
ListN/A
|
List of ids for associated Locations in the Group .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
locationCount
Numeric
|
The number of associated Locations in the Group .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
settings
Object
|
The Settings for this Group .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
locations
ListN/A
|
List of associated Locations
See the Location Object definition.
NOTE: This list is only returned when a single Group is requested.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
activation
Boolean5
|
Boolean stating if this Group is Active or Inactive.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
--Group Creation
POST :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/groups
Sample Response:
{
"activation": true,
"customId": "NewGroupCustom12345",
"groupId": 1111,
"locationIds": [
15,
3
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"description": "Our company is great",
"hierarchyDisplaySetting": "LOCATION",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
customId
AlphaNumeric25
|
A custom, editable id for the group. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
locationIds
ListN/A
|
List of ids for associated Locations in the Group .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
settings
Object
Required
|
The Settings for this Group .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
locations
ListN/A
Readonly
|
List of associated Locations
NOTE: This is only returned when a single Group is requested.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
activation
Boolean5
|
Boolean stating if this Group is Active or Inactive.Default: TRUE
|
--Group Modification
PUT :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups/{groupId}
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/groups/{groupId}
Sample Response:
{
"activation": false,
"customId": "MyFacilityId4321",
"groupId": 1111,
"locationIds": [
15,
3
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"description": "Our company is great",
"hierarchyDisplaySetting": "LOCATION",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
PUT
requests will completely override the existing specified (by groupId
in the URL) group. As such, the request object the same as the group creation.
Click to view the group object
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
customId
AlphaNumeric25
|
A custom, editable id for the group. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
locationIds
ListN/A
|
List of ids for associated Locations in the Group .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
settings
Object
Required
|
The Settings for this Group .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
locations
ListN/A
Readonly
|
List of associated Locations
NOTE: This is only returned when a single Group is requested.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
activation
Boolean5
|
Boolean stating if this Group is Active or Inactive.Default: TRUE
|
--Group Retrieval List
GET :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/groups
Sample Response:
{
"groupList": [
{
"activation": true,
"customId": "MyFacilityId4321",
"groupId": 1111,
"locationCount": 1,
"locationIds": [
12
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
},
{
"activation": true,
"customId": "2233",
"groupId": 2323,
"locationCount": 1,
"locationIds": [
3333
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "1234-10",
"name": "PPD"
},
{
"accountDirective": "1234-11",
"name": "WEB"
},
{
"accountDirective": "1234-12",
"name": "TEL"
},
{
"accountDirective": "1234-5",
"name": "CCD"
}
],
"address": {
"city": "Here",
"country": "US",
"state": "UT",
"streetAddressOne": "1",
"zip": "88444"
},
"cardAccountDirectiveList": [
{
"accountDirective": "7777-3",
"allowedCardTypeList": [
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD",
"VISA"
],
"name": "Card present"
}
],
"dateCreated": "2020-10-15 19:53:11",
"dateModified": "2020-10-15 19:53:11",
"name": "Another Group Online"
}
}
]
}
Retrieve a list of all groups.
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups
--Group Retrieval Individual
GET :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups/{groupId}
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/groups/{groupId}
Sample Response:
{
"activation": true,
"customId": "MyFacilityId4321",
"groupId": 1111,
"locationCount": 1,
"locationIds": [
12
],
"locations": [
{
"activation": true,
"customId": "123456",
"groupData": {
"customId": "Group123",
"id": 123,
"name": "Best Group"
},
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
Retrieve an individual group by groupId
.
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups/1111
--Group Retrieval Search
POST :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/groups
Sample Response:
{
"groupList": [
{
"activation": true,
"customId": "MyFacilityId4321",
"groupId": 1111,
"locationCount": 1,
"locationIds": [
12
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
},
{
"activation": true,
"customId": "2233",
"groupId": 2323,
"locationCount": 1,
"locationIds": [
3333
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "1234-10",
"name": "PPD"
},
{
"accountDirective": "1234-11",
"name": "WEB"
},
{
"accountDirective": "1234-12",
"name": "TEL"
},
{
"accountDirective": "1234-5",
"name": "CCD"
}
],
"address": {
"city": "Here",
"country": "US",
"state": "UT",
"streetAddressOne": "1",
"zip": "88444"
},
"cardAccountDirectiveList": [
{
"accountDirective": "7777-3",
"allowedCardTypeList": [
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD",
"VISA"
],
"name": "Card present"
}
],
"dateCreated": "2020-10-15 19:53:11",
"dateModified": "2020-10-15 19:53:11",
"name": "Another Group Online"
}
}
]
}
Attribute | Description |
groupName
Alphanumeric
|
Find Groups by their Name. This will search for any name that contains the search parameter.
|
groupNameOrCustomId
Alphanumeric
|
Find Groups by their Name or Custom ID (partial match). This will search for any name or customId that contains the search parameter.
|
groupIdList
NumericListN/A
|
Retrieve all Groups with a groupId in this list.
|
activation
Boolean
|
Find Groups by their Activation status. If parameter is not provided, Groups that are both Active or Inactive will be returned.
|
customIdList
AlphaNumericListN/A
|
Retrieve all Groups with a customId in this list.
|
Retrieve a list of all groups that match search parameters.
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups
--Group Deletion (Deprecated)
DELETE :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/groups/{groupId}
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/groups/{groupId}
Delete an individual group by .groupId
This endpoint will only deactivate a Group
by the groupId
.
Location
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/locations
POST
a new Location
record
PUT
an updated Location
which will overwrite all existing values
GET
a Location
or list of Locations
PATCH
an updated Location
which will overwrite existing values if not null
A Location
cannot be deleted. Rather, it can be inactivated such that it cannot be used, but will still be available for reporting.
Request Examples
Response Example
Location Object:
{
"activation": true,
"customId": "123456",
"groupData": {
"customId": "Group123",
"id": 123,
"name": "Best Group"
},
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
Click to view Full Location Object
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
locationId
Numeric
|
The id of the Location .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
customId
Alphanumeric25
|
A custom unique identifier for referencing this location .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
activation
Boolean5
|
Boolean stating if this Location is Active or Deactivated.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
groupData
Object
Readonly
|
Data pertaining to the Group this Location is a part of. If this location does not belong to a group, this field will not be present.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
settings
Object
|
The Settings for this Location .
|
--Location Creation
POST :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/locations
Sample Response:
{
"activation": true,
"customId": "123456",
"groupId": 1111,
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"description": "Our company is great",
"hierarchyDisplaySetting": "LOCATION",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
customId
Alphanumeric25
|
A custom unique identifier for referencing this location .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
activation
Boolean5
|
Boolean stating if this Location is Active or Deactivated.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
groupId
Numeric
|
The ID of the Group this location is a part of.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
settings
Object
|
The Settings for this Location .
|
--Location Modification
PUT :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations/{locationId}
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/locations/{locationId}
Sample Response:
{
"activation": true,
"customId": "123456",
"groupId": 1111,
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"description": "Our company is great",
"hierarchyDisplaySetting": "LOCATION",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
PUT
requests will completely override the existing specified (by locationId
in the URL) location. As such, the request object the same as the location creation.
Click to view example
Attribute | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
customId
Alphanumeric25
|
A custom unique identifier for referencing this location .
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
activation
Boolean5
|
Boolean stating if this Location is Active or Deactivated.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
groupId
Numeric
|
The ID of the Group this location is a part of.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
settings
Object
|
The Settings for this Location .
|
--Location Retrieval List
GET :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/locations
Sample Response:
{
"locationList": [
{
"activation": true,
"customId": "123456",
"groupData": {
"customId": "Group123",
"id": 123,
"name": "Best Group"
},
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
},
{
"activation": true,
"customId": "1568834598",
"locationId": 16,
"settings": {
"address": {
"city": "Sweet",
"country": "US",
"state": "IN",
"streetAddressOne": "1234 W 5678 S",
"streetAddressTwo": "1568834598",
"zip": "11225",
"zipPlusFour": "1234"
},
"dateCreated": "2019-08-29 07:19:10",
"dateModified": "2020-06-23 04:49:57",
"description": "the #1",
"name": "Second location",
"receiptText": "Receipt Text 1568834598",
"scheduleText": "Schedule Text 1568834598"
}
},
{
"activation": true,
"customId": "898465",
"locationId": 33,
"settings": {
"dateCreated": "2019-09-10 11:53:09",
"dateModified": "2020-04-15 09:29:32",
"name": "This location name"
}
}
]
}
Retrieve a list of all locations.
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations
--Location Retrieval Individual
GET :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations/{locationId}
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/locations/{locationId}
Sample Response:
{
"activation": true,
"customId": "123456",
"groupData": {
"customId": "Group123",
"id": 123,
"name": "Best Group"
},
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
}
Retrieve an individual location by locationId
.
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations/12
--Location Retrieval Search
POST :
Test urls:
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations
Live urls:
https://companyadministration.pdc4u.com/api/v1_0/locations
Sample Response:
{
"locationList": [
{
"activation": true,
"customId": "123456",
"groupData": {
"customId": "Group123",
"id": 123,
"name": "Best Group"
},
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
},
{
"activation": true,
"customId": "1568834598",
"locationId": 16,
"settings": {
"address": {
"city": "Sweet",
"country": "US",
"state": "IN",
"streetAddressOne": "1234 W 5678 S",
"streetAddressTwo": "1568834598",
"zip": "11225",
"zipPlusFour": "1234"
},
"dateCreated": "2019-08-29 07:19:10",
"dateModified": "2020-06-23 04:49:57",
"description": "the #1",
"name": "Second location",
"receiptText": "Receipt Text 1568834598",
"scheduleText": "Schedule Text 1568834598"
}
},
{
"activation": true,
"customId": "898465",
"locationId": 33,
"settings": {
"dateCreated": "2019-09-10 11:53:09",
"dateModified": "2020-04-15 09:29:32",
"name": "This location name"
}
}
]
}
Attribute | Description |
locationNameOrCustomId
Alphanumeric
|
Find Locations by their Name (partial match) or Custom ID (partial match). For example, if there is a Location named "My Cool Location", this Location could be found by passing in locationNameOrCustomId=cool .
|
activation
Boolean
|
Find Locations by their Activation status. If parameter is not provided, Locations that are both Active or Inactive will be returned.
|
isAssignedToGroup
Boolean
|
Find Locations by their Group association status. If parameter is not provided, Locations with or without a Group will be returned.
|
locationIdList
NumericListN/A
|
Retrieve all Locations with a locationId in this list.
|
Retrieve a list of all locations that match search parameters.
https://companyadministrationdemo.pdc4u.com/api/v1_0/locations
Effective Settings
These endpoints are to retrieve all the data to be used for request. This will combine all the data, inherited up to the COMPANY if it is empty or null in any of the children (Group
or Location
).
Objects retrieved from this endpoint will also include the inheritedFromGroup
and/or the inheritedFromCompany
variables that specify which values were inherited.
--Group Effective Settings List Search
Use this endpoint to retrieve a list of group
objects, with their effective settings and an inheritedFromCompany
field that defines which fields were inherited, filtered by GroupSearchParameters
.
POST
to retrieve a list of locations.
View GroupSearchParameters - Parameters to search groups by.
View Group object - A list of Group
objects will be the response.
POST :
Test endpoint: https://companyadministrationdemo.pdc4u.com/api/v1_0/groups/effectivesettings/search
Live endpoint: https://companyadministration.pdc4u.com/api/v1_0/groups/effectivesettings/search
Sample Response:
{
"groupList": [
{
"activation": true,
"customId": "MyFacilityId4321",
"groupId": 1111,
"locationCount": 1,
"locationIds": [
12
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
},
{
"activation": true,
"customId": "2233",
"groupId": 2323,
"locationCount": 1,
"locationIds": [
3333
],
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "1234-10",
"name": "PPD"
},
{
"accountDirective": "1234-11",
"name": "WEB"
},
{
"accountDirective": "1234-12",
"name": "TEL"
},
{
"accountDirective": "1234-5",
"name": "CCD"
}
],
"address": {
"city": "Here",
"country": "US",
"state": "UT",
"streetAddressOne": "1",
"zip": "88444"
},
"cardAccountDirectiveList": [
{
"accountDirective": "7777-3",
"allowedCardTypeList": [
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD",
"VISA"
],
"name": "Card present"
}
],
"dateCreated": "2020-10-15 19:53:11",
"dateModified": "2020-10-15 19:53:11",
"name": "Another Group Online"
}
}
]
}
POST
to retrieve a list of groups, with their effective settings, based on the parameters.
Attribute | Description |
groupName
Alphanumeric
|
Find Groups by their Name. This will search for any name that contains the search parameter.
|
groupNameOrCustomId
Alphanumeric
|
Find Groups by their Name or Custom ID (partial match). This will search for any name or customId that contains the search parameter.
|
groupIdList
NumericListN/A
|
Retrieve all Groups with a groupId in this list.
|
activation
Boolean
|
Find Groups by their Activation status. If parameter is not provided, Groups that are both Active or Inactive will be returned.
|
customIdList
AlphaNumericListN/A
|
Retrieve all Groups with a customId in this list.
|
--Location Effective Settings List Search
Use this endpoint to retrieve a list of location
objects, with their settings inherited from their group or company, filtered by LocationSearchParameters
.
POST
to retrieve a list of locations with their inherited settings.
View LocationSearchParameters - Parameters to search locations by.
View Location object - A list of Location
objects, with their inherited settings, will be the response.
POST :
Test endpoint: https://companyadministrationdemo.pdc4u.com/api/v1_0/locations/effectivesettings/search
Live endpoint: https://companyadministration.pdc4u.com/api/v1_0/locations/effectivesettings/search
Sample Response:
{
"locationList": [
{
"activation": true,
"customId": "123456",
"groupData": {
"customId": "Group123",
"id": 123,
"name": "Best Group"
},
"locationId": 12,
"settings": {
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"achFeeAmount": "2.50",
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",
"vendor": "PAYRAZR",
"vendorSettings": {
"password": "clever",
"username": "felix",
"zid": "13213123aaa"
},
"zeroCostFeePercent": "0.35"
}
],
"cardFeeAmount": "1.25",
"cashAccountDirectiveList": [
{
"accountDirective": "2109-1",
"isActive": true,
"name": "Flush with Cash",
"vendor": "PDC4U"
}
],
"customBranding": {
"brandColor": "#000000",
"emailBranding": {
"footerHtml": "<p>I am some HTML that goes in the footer</p>",
"footerText": "I am some text that goes in the footer",
"fromEmailAddress": "yourEmail@yourDomain.com",
"verifiedDomain": {
"cnameList": [
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
},
{
"name": "someValue._domainkey.testing.com",
"value": "someValue.dkim.amazonses.com"
}
],
"domain": "testing.com",
"id": 77,
"insertDate": "2024-03-08 15:10:58",
"lastUpdateDate": "2024-03-08 15:10:58",
"verificationStatus": "PENDING"
}
},
"isActive": "true",
"logoBase64": "SSBhbSBhbiBpbWFnZSB0aGF0IGhhcyBiZWVuIGVuY29kZWQgaW4gYmFzZTY0IHRoYXQgd2lsbCBiZSB1c2VkIGFzIGEgbG9nbw==",
"logoLink": "https://www.example.com/logo"
},
"dateCreated": "2020-06-01 12:00:15",
"dateModified": "2020-12-16 05:13:22",
"description": "Our company is great",
"hierarchyDisplay": {
"address": {
"city": "New York",
"country": "US",
"state": "AK",
"streetAddressOne": "My street",
"streetAddressTwo": "address",
"zip": "12345",
"zipPlusFour": "1234"
},
"name": "Inherited Name",
"phoneNumber": "1231230987"
},
"hierarchyDisplaySetting": "COMPANY",
"name": "Best Name",
"receiptText": "Thank you for doing what you did.",
"scheduleText": "Thank you for setting up payments with us."
}
},
{
"activation": true,
"customId": "1568834598",
"locationId": 16,
"settings": {
"address": {
"city": "Sweet",
"country": "US",
"state": "IN",
"streetAddressOne": "1234 W 5678 S",
"streetAddressTwo": "1568834598",
"zip": "11225",
"zipPlusFour": "1234"
},
"dateCreated": "2019-08-29 07:19:10",
"dateModified": "2020-06-23 04:49:57",
"description": "the #1",
"name": "Second location",
"receiptText": "Receipt Text 1568834598",
"scheduleText": "Schedule Text 1568834598"
}
},
{
"activation": true,
"customId": "898465",
"locationId": 33,
"settings": {
"dateCreated": "2019-09-10 11:53:09",
"dateModified": "2020-04-15 09:29:32",
"name": "This location name"
}
}
]
}
POST
to retrieve a list of locations, with their settings inherited from the group or company, based on the parameters.
Attribute | Description |
locationNameOrCustomId
Alphanumeric
|
Find Locations by their Name (partial match) or Custom ID (partial match). For example, if there is a Location named "My Cool Location", this Location could be found by passing in locationNameOrCustomId=cool .
|
activation
Boolean
|
Find Locations by their Activation status. If parameter is not provided, Locations that are both Active or Inactive will be returned.
|
isAssignedToGroup
Boolean
|
Find Locations by their Group association status. If parameter is not provided, Locations with or without a Group will be returned.
|
locationIdList
NumericListN/A
|
Retrieve all Locations with a locationId in this list.
|
--Location Effective Settings List Account Directives
Use this endpoint to retrieve a list of accountDirective
objects for a list of locationIds
. This will return all the distinct account directives for the locations. If multiple locations have access to the same account directive, that directive will only be represented once in the list.
POST
to retrieve a list of inherited account directives for the list of locations.
View AccountDirectiveList object - A list of distinct accountDirective
objects, will be the response.
POST :
Test endpoint: https://companyadministrationdemo.pdc4u.com/api/v1_0/lists/locations/effectivesettings/accountdirectives
Live endpoint: https://companyadministration.pdc4u.com/api/v1_0/lists/locations/effectivesettings/accountdirectives
Sample Response:
{
"achAccountDirectiveList": [
{
"accountDirective": "2071-1217",
"entryCode": "WEB",
"isActive": true,
"name": "Test 1209",
"vendor": "PAYLIANCE",
"vendorSettings": {
"apiKey": "1231312",
"dateApiKeyExpiration": "2024-01-01"
}
},
{
"accountDirective": "2071-1",
"entryCode": "TEL",
"isActive": true,
"name": "TEL payments",
"vendor": "TSS",
"vendorSettings": {
"accountSet": "01"
}
}
],
"cardAccountDirectiveList": [
{
"accountDirective": "2109-1",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card present",
"vendor": "USAEPAY",
"vendorSettings": {
"pin": "1",
"sourceKey": "123123",
"zeroCostAllowBypass": false
},
"zeroCostFeePercent": "0.025"
},
{
"accountDirective": "2019-2",
"allowedCardTypeList": [
"VISA",
"AMERICAN_EXPRESS",
"DISCOVER",
"MASTERCARD"
],
"isActive": true,
"name": "Card not present",