Vendors

Vendors are companies or individuals that are paid for goods and services.

Vendors

Get Vendor Object Definition

lookup

List all the fields and relationships for the vendor object:

<lookup>
    <object>VENDOR</object>
</lookup>
Parameters
Name Required Type Description
object Required string Use VENDOR

Query and List Vendors

query

For each vendor owed more than 100.00, list the record number, pay-to contact name, and total due:

<query>
    <object>VENDOR</object>
    <select>
        <field>RECORDNO</field>
        <field>PAYTOCONTACT.CONTACTNAME</field>
        <field>TOTALDUE</field>
    </select>
    <filter>
        <greaterthan>
            <field>TOTALDUE</field>
            <value>100</value>
        </greaterthan>
    </filter>
</query>
Parameters
Name Required Type Description
object Required string Use VENDOR
filter Optional object Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
select Required sequence The names of the fields that you want included in the response, and an optional aggregate function such as count or sum. Returning all fields is not supported.
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
  <field>RECORDNO</field>
  <descending/>
</order>
options Optional object Query options:
  • Set the caseinsensitive element to true for a case-insensitive query
     <caseinsensitive>true</caseinsensitive>
  • In a multi-entity company, set the showprivate element to true to query data in private entities:
     <showprivate>true</showprivate>
  • Specify the returnformat for the response: xml (default), json, or csv
     <returnformat>json</returnformat>
pagesize Optional integer Maximum number of matching objects to return in the response, between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

Query and List Vendors (Legacy)

readByQuery

<readByQuery>
    <object>VENDOR</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>
Parameters
Name Required Type Description
object Required string Use VENDOR
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

query Fields

Name Required Type Description
STATUS Optional string Status. Use T for Active and F for Inactive.
ONETIME Optional string One-time use. Use T for one-time use or F otherwise.

Get Vendor

read

<read>
    <object>VENDOR</object>
    <keys>1</keys>
    <fields>*</fields>
</read>
Parameters
Name Required Type Description
object Required string Use VENDOR
keys Required string Comma-separated list of vendor RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value.
For best performance and predictability, limit the number of fields.
returnFormat Optional string Data format for the response body:
  • xml (default)
  • json
  • csv

Get Vendor by ID

readByName

<readByName>
    <object>VENDOR</object>
    <keys>V1234</keys>
    <fields>*</fields>
</readByName>
Parameters
Name Required Type Description
object Required string Use VENDOR
keys Required string Comma-separated list of vendor VENDORID to get
fields Optional string Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value.
For best performance and predictability, limit the number of fields.
returnFormat Optional string Data format for the response body:
  • xml (default)
  • json
  • csv

Create Vendor

Release Changes
2022 Release 2 Added TAXSOLUTIONID, TAXSCHEDULE to Create/Update
2021 Release 4 Added PROVIDERVENDORS
2021 Release 3 Added VENDORCONTACTS, VENDOREMAILTEMPLATES, VENDORACCTNOLOCATIONS, FILEPAYMENTSERVICE, PYMTCOUNTRYCODE, VENDORBANKFILEDETAILS, and ISINDIVIDUAL
2020 Release 2 Added RETAINAGEPERCENTAGE
2018 Release 4 Added DEFAULT_LEAD_TIME

create

Creates a vendor and specifies a display contact:

<create>
    <VENDOR>
        <VENDORID>V1234</VENDORID>
        <NAME>SaaS Company Inc</NAME>
        <DISPLAYCONTACT>
            <PRINTAS>SaaS Company Inc</PRINTAS>
            <COMPANYNAME>SaaS Co</COMPANYNAME>
            <TAXABLE>true</TAXABLE>
            <TAXGROUP>CA</TAXGROUP>
            <TAXSOLUTIONID>US Sales Tax - SYS</TAXSOLUTIONID>
            <TAXSCHEDULE>US Sold Goods Standard</TAXSCHEDULE>
            <PREFIX>Mr</PREFIX>
            <FIRSTNAME>Bill</FIRSTNAME>
            <LASTNAME>Smith</LASTNAME>
            <INITIAL>G</INITIAL>
            <PHONE1>12</PHONE1>
            <PHONE2>34</PHONE2>
            <CELLPHONE>56</CELLPHONE>
            <PAGER>78</PAGER>
            <FAX>90</FAX>
            <EMAIL1>noreply@intacct.com</EMAIL1>
            <EMAIL2></EMAIL2>
            <URL1></URL1>
            <URL2></URL2>
            <MAILADDRESS>
                <ADDRESS1>300 Park Ave</ADDRESS1>
                <ADDRESS2>Ste 1400</ADDRESS2>
                <CITY>San Jose</CITY>
                <STATE>CA</STATE>
                <ZIP>95110</ZIP>
                <COUNTRY>United States</COUNTRY>
            </MAILADDRESS>
        </DISPLAYCONTACT>
        <ONETIME>false</ONETIME>
        <STATUS>active</STATUS>
        <HIDEDISPLAYCONTACT>false</HIDEDISPLAYCONTACT>
        <VENDTYPE>SaaS</VENDTYPE>
        <PARENTID>V5678</PARENTID>
        <GLGROUP>Group</GLGROUP>
        <TAXID>12-3456789</TAXID>
        <NAME1099>SAAS CO INC</NAME1099>
        <FORM1099TYPE>MISC</FORM1099TYPE>
        <FORM1099BOX>3</FORM1099BOX>
        <SUPDOCID>A1234</SUPDOCID>
        <APACCOUNT>2000</APACCOUNT>
        <CREDITLIMIT>1234.56</CREDITLIMIT>
        <ONHOLD>false</ONHOLD>
        <DONOTCUTCHECK>false</DONOTCUTCHECK>
        <COMMENTS>my comment</COMMENTS>
        <CURRENCY>USD</CURRENCY>
        <CONTACTINFO>
            <CONTACTNAME>primary</CONTACTNAME>
        </CONTACTINFO>
        <PAYTO>
            <CONTACTNAME>pay to</CONTACTNAME>
        </PAYTO>
        <RETURNTO>
            <CONTACTNAME>return to</CONTACTNAME>
        </RETURNTO>
        <PAYMETHODKEY>Printed Check</PAYMETHODKEY>
        <MERGEPAYMENTREQ>true</MERGEPAYMENTREQ>
        <PAYMENTNOTIFY>true</PAYMENTNOTIFY>
        <BILLINGTYPE>openitem</BILLINGTYPE>
        <PAYMENTPRIORITY>Normal</PAYMENTPRIORITY>
        <TERMNAME>N30</TERMNAME>
        <DISPLAYTERMDISCOUNT>false</DISPLAYTERMDISCOUNT>
        <ACHENABLED>true</ACHENABLED>
        <ACHBANKROUTINGNUMBER>123456789</ACHBANKROUTINGNUMBER>
        <ACHACCOUNTNUMBER>1111222233334444</ACHACCOUNTNUMBER>
        <ACHACCOUNTTYPE>Checking Account</ACHACCOUNTTYPE>
        <ACHREMITTANCETYPE>CTX</ACHREMITTANCETYPE>
        <VENDORACCOUNTNO>9999999</VENDORACCOUNTNO>
        <DISPLAYACCTNOCHECK>false</DISPLAYACCTNOCHECK>
        <OBJECTRESTRICTION>Restricted</OBJECTRESTRICTION>
        <RESTRICTEDLOCATIONS>100#~#200</RESTRICTEDLOCATIONS>
        <RESTRICTEDDEPARTMENTS>D100#~#D200</RESTRICTEDDEPARTMENTS>
        <CUSTOMFIELD1>Hello</CUSTOMFIELD1>
    </VENDOR>
</create>

Creates a vendor and specifies a display contact and a contact list (provided via vendor contacts):

<create>
    <VENDOR>
        <VENDORID>V378</VENDORID>
        <NAME>ACME Widget Company Inc.</NAME>
        <DISPLAYCONTACT>
            <PRINTAS>ACME Widget Company Inc</PRINTAS>
            <COMPANYNAME>ACME Widget Company</COMPANYNAME>
        </DISPLAYCONTACT>
        <VENDORCONTACTS>
            <VENDORENTITYCONTACTS>
                <CATEGORYNAME>Mobile</CATEGORYNAME>
                <CONTACT>
                    <NAME>Despereaux, Pierre</NAME>
                </CONTACT>
            </VENDORENTITYCONTACTS>
            <VENDORENTITYCONTACTS>
                <CATEGORYNAME>Fax</CATEGORYNAME>
                <CONTACT>
                    <NAME>Despereaux, Pierre</NAME>
                </CONTACT>
            </VENDORENTITYCONTACTS>
        </VENDORCONTACTS>
    </VENDOR>
</create>
Parameters
Name Required Type Description
VENDOR Required object Object to create

VENDOR

Name Required Type Description
VENDORID Optional string Unique ID for the vendor. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.
NAME Required string Name
DISPLAYCONTACT Required object Contact info
STATUS Optional string Status. Use active for Active or inactive for Inactive (Default: active)
ONETIME Optional boolean One time. Use false for No, true for Yes. (Default: false)
HIDEDISPLAYCONTACT Optional boolean Exclude from contact list. Use false for No, true for Yes. (Default: false)
VENDTYPE Optional string Vendor type ID
PARENTID Optional string Parent vendor ID
GLGROUP Optional string GL group name
DEFAULT_LEAD_TIME Optional integer Default lead time in days for replenishment purposes. Can be overridden by lead time specified on an item with that vendor, or lead time specified for on an item with a warehouse/vendor combination with that vendor. (Default: 1)
TAXID Optional string Tax ID
NAME1099 Optional string Form 1099 name
FORM1099TYPE Optional string Form 1099 type
FORM1099BOX Optional string Form 1099 box
SUPDOCID Optional string Attachments ID
APACCOUNT Optional string Default expense GL account number
OFFSETGLACCOUNTNO Optional string AP account number
CREDITLIMIT Optional currency Credit limit
RETAINAGEPERCENTAGE Optional numeric Default retainage percentage for vendors. (Construction subscription)
ONHOLD Optional boolean On hold. Use false for No, true for Yes. (Default: false)
DONOTCUTCHECK Optional boolean Do not pay. Use false for No, true for Yes. (Default: false)
COMMENTS Optional string Comments
CURRENCY Optional string Default currency code
CONTACTINFO Optional object Primary contact. If blank system will use DISPLAYCONTACT.
PAYTO Optional object Pay to contact. If blank system will use DISPLAYCONTACT.
RETURNTO Optional object Return to contact. If blank system will use DISPLAYCONTACT.
CONTACT_LIST_INFO Optional CONTACT_LIST_INFO[] Contact list (alternative to VENDORCONTACTS). Multiple individual CONTACT_LIST_INFO elements may be passed. If this parameter and VENDORCONTACTS are both provided, VENDORCONTACTS is used. If neither are provided, any values supplied for other contacts (Primary, Pay to, or Return to) are used to create a contact list.
VENDORCONTACTS Optional VENDORENTITYCONTACTS[0…n] Contact list (alternative to CONTACT_LIST_INFO). If this parameter and CONTACT_LIST_INFO are both provided, VENDORCONTACTS is used. If neither are provided, any values supplied for other contacts (Primary, Pay to, or Return to) are used to create a contact list.
VENDOREMAILTEMPLATES Optional VENDOREMAILTEMPLATE[0…n] Vendor email templates.
VENDORACCTNOLOCATIONS Optional VENDORACCTNOLOCHEAD[0…n] Vendor location assigned account numbers (alternative to VENDOR_ACCTNO_LOC_HEAD ). If this parameter and VENDOR_ACCTNO_LOC_HEAD are both provided, VENDORACCTNOLOCATIONS is used.
VENDOR_ACCTNO_LOC_HEAD Optional VENDOR_ACCTNO_LOC_HEAD[] Vendor location assigned account numbers (alternative to VENDORACCTNOLOCATIONS ). Multiple individual VENDOR_ACCTNO_LOC_HEAD elements may be passed. If this parameter and VENDORACCTNOLOCATIONS are both provided, VENDORACCTNOLOCATIONS is used.
FILEPAYMENTSERVICE Optional string Enable direct payments to this vendor using a bank file. Choose ACH, BANKFILE, or NONE. (Default: NONE)
PYMTCOUNTRYCODE Optional string Country code for a vendor. Required if the vendor is to receive bank file payments. Choose AU, ZA, or GB. (AU, GB, ZA only)
VENDORBANKFILEDETAILS Optional VENDORBANKFILEDETAIL[] Vendor bank file payment details. The values you provide are validated if FILEPAYMENTSERVICE is set to BANKFILE. (AU, GB, ZA only)
PROVIDERVENDORS Optional PROVIDERVENDOR[] Electronic payment providers to link to this vendor. You can also create a PROVIDERVENDOR object directly. (Early Adopter program)
PAYMETHODKEY Optional string Preferred payment method
MERGEPAYMENTREQ Optional boolean Merge payment requests. Use false for No, true for Yes. (Default: true)
PAYMENTNOTIFY Optional boolean Send automatic payment notification. Use false for No, true for Yes. (Default: false)
BILLINGTYPE Optional string Vendor billing type
PAYMENTPRIORITY Optional string Payment priority
TERMNAME Optional string Payment term
DISPLAYTERMDISCOUNT Optional boolean Display term discount on check stub. Use false for No, true for Yes. (Default: true)
ACHENABLED Optional boolean ACH enabled. Use false for No, true for Yes. (Default: false)
ACHBANKROUTINGNUMBER Optional string ACH bank routing number
ACHACCOUNTNUMBER Optional string ACH bank account number
ACHACCOUNTTYPE Optional string ACH bank account type
ACHREMITTANCETYPE Optional string ACH bank account class
VENDORACCOUNTNO Optional string Vendor account number
DISPLOCACCTNOCHECK Optional boolean Display location assigned account number on check stub. Use false for No, true for Yes. (Default: false)
OBJECTRESTRICTION Optional string Restriction type. Use Unrestricted, RootOnly, or Restricted. (Default Unrestricted)
RESTRICTEDLOCATIONS Optional string Restricted location IDs. Use if OBJECTRESTRICTION is Restricted. Implode multiple IDs with #~#.
RESTRICTEDDEPARTMENTS Optional string Restricted department IDs. Use if OBJECTRESTRICTION is Restricted. Implode multiple IDs with #~#.
ISINDIVIDUAL Optional boolean Specifies whether to mark the vendor as an individual person so that personally identifiable information (PII) can be masked. Use false for No, true for Yes. (Default: false) (Vendor Payments powered by CSI)
Custom field name varies varies Custom field names and values as defined for this object.
For a multi-pick-list custom field, implode multiple field values with #~#.

DISPLAYCONTACT

Name Required Type Description
PRINTAS Required string Print as
CONTACTNAME Optional string If left blank, system will create the name as [NAME](V[VENDORID])
COMPANYNAME Optional string Company name
TAXABLE Optional boolean Taxable. Use false for No, true for Yes. (Default: true)
TAXGROUP Optional string Contact tax group name
TAXSCHEDULE Optional string You can assign a default tax schedule for a vendor contact. When you create an AP transaction, the tax details from the assigned schedule are used as the default for the AP line entry. The tax details can be overridden through the UI
TAXSOLUTIONID Optional string Tax solution. Required if providing Tax Schedule
PREFIX Optional string Prefix
FIRSTNAME Optional string First name
LASTNAME Optional string Last name
INITIAL Optional string Middle name
PHONE1 Optional string Primary phone number
PHONE2 Optional string Secondary phone number
CELLPHONE Optional string Cellular phone number
PAGER Optional string Pager number
FAX Optional string Fax number
EMAIL1 Optional string Primary email address
EMAIL2 Optional string Secondary email address
URL1 Optional string Primary URL
URL2 Optional string Secondary URL
MAILADDRESS Optional object Mail address

MAILADDRESS

Name Required Type Description
ADDRESS1 Optional string Address line 1
ADDRESS2 Optional string Address line 2
ADDRESS3 Optional string Address line 3
CITY Optional string City
STATE Optional string State/province
ZIP Optional string Zip/postal code
COUNTRY Optional string Country
ISOCOUNTRYCODE Optional string ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.

CONTACTINFO

Name Required Type Description
CONTACTNAME Required string Primary contact name

PAYTO

Name Required Type Description
CONTACTNAME Required string Pay to contact name

RETURNTO

Name Required Type Description
CONTACTNAME Required string Return to contact name

VENDORENTITYCONTACTS

Name Required Type Description
CATEGORYNAME Required string Contact category, such as work, home, and so forth.
CONTACT Required object Contact

CONTACT_LIST_INFO

Name Required Type Description
CATEGORYNAME Required string Contact category, such as work, home, and so forth.
CONTACT Optional object Contact

CONTACT

Name Required Type Description
NAME Required string Contact name

VENDOREMAILTEMPLATE

Name Required Type Description
EMAILTEMPLATENAME Required string Name of the email template
DOCPARID Required string Document type, such as Purchase Order

VENDORACCTNOLOCHEAD

Name Required Type Description
LOCATION Required string Location ID
ACCOUNTNO Required string Account number

VENDOR_ACCTNO_LOC_HEAD

Name Required Type Description
LOCATION Required string Location ID
ACCOUNTNO Required string Account number

VENDORBANKFILEDETAIL

Available for Australia (AU), South Africa (ZA), or the United Kingdom (GB).

AU

Name Required Type Description
BANKACCOUNTNUMBER Required string Creditor account number. Use 9 or fewer digits, including hyphens and spaces.
ACCOUNTNAME Required string Creditor account name. Use 16 or fewer alphanumeric characters.
BSBNUMBER Required string Creditor BSB number, which is the 6-digit hyphenated branch number of the vendor bank account. For example, 123-456.
PYMTREFERENCE Required string Meaningful reference number to connect the bank file and the bills to be paid, enabling payments to be tracked. Use 18 or fewer alphanumeric characters.

ZA

Name Required Type Description
ACCOUNTNAME Optional string Homing account name for the vendor bank account to which payments are made. Use 30 or fewer digits.
BANKACCOUNTNUMBER Required string Homing account number for the vendor bank account to which payments are made. Use 31 or fewer digits.
BRANCHCODE Required string Homing branch, which is the 6-digit branch number of the vendor bank
ACCOUNTTYPE Optional string Account type for the vendor bank account to which payments are made. Use 1 for cheque account, 2 for savings account, 3 for transmission account, or 4 for bond account.
ACCOUNTCODE Optional string Beneficiary account code. Use 20 or fewer characters.
PROOFOFPYMT Optional boolean Proof of payment flag, which specifies whether to print the proof of payment when the bank file payment is authorized. Use false for No, true for Yes.
PYMTREFERENCE Required string User reference, which is a meaningful reference number to connect the bank file and the bills to be paid, enabling payments to be tracked. Use 20 or fewer alphanumeric characters.

GB

Name Required Type Description
BANKACCOUNTNUMBER Required string Beneficiary account number. Use 8 or fewer digits, including hyphens and spaces.
ACCOUNTNAME Required string Beneficiary name. Use 18 or fewer characters.
SORTCODE Required string Beneficiary sort code, which is the 6-digit branch number of the vendor bank

PROVIDERVENDOR

Name Required Type Description
PROVIDERID Required string ID of the payment provider
STATUS Required string Status. Use active or inactive.

Create Vendor (Legacy)

Release Changes
2021 Release 3 Behavior changes (see the release notes)
2020 Release 2 Added retainagepercentage

create_vendor

<create_vendor>
    <vendorid>V1234</vendorid>
    <name>SaaS Company Inc</name>
    <contactinfo>
        <contact>
            <contactname>SaaS Company Inc(VV1234)</contactname>
            <printas>SaaS Company Inc</printas>
        </contact>
    </contactinfo>
</create_vendor>
Parameters
Name Required Type Description
vendorid Optional string Unique ID for the vendor. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.
name Required string Name
parentid Optional string Parent vendor ID
termname Optional string Payment term
glaccountno Optional string Default expense GL account number
vendtype Optional string Vendor type ID
taxid Optional string Tax ID
taxsolutionid Optional string Tax solution
taxschedule Optional string You can assign a default tax schedule for a vendor contact. When you create an AP transaction, the tax details from the assigned schedule are used as the default for the AP line entry. The tax details can be overridden through the UI
creditlimit Optional currency Credit limit
retainagepercentage Optional numeric Default retainage percentage for vendors. (Construction subscription)
paymethod Optional string Preferred payment method
billingtype Optional string Vendor billing type
vendoraccountno Optional string Vendor account number
displocacctnocheck Optional boolean Display location assigned account number on check stub. Use false for No, true for Yes. (Default: false)
onhold Optional boolean On hold. Use false for No, true for Yes. (Default: false)
donotcutcheck Optional boolean Do not pay. Use false for No, true for Yes. (Default: false)
comments Optional string Comments
status Optional string Status. Use active for Active or inactive for Inactive (Default: active)
currency Optional string Default currency code
onetime Optional boolean One time. Use false for No, true for Yes. (Default: false)
primary Optional object Primary contact. If blank system will use the corresponding contactinfo.
returnto Optional object Return to contact. If blank system will use the corresponding contactinfo.
payto Optional object Pay to contact. If blank system will use the corresponding contactinfo.
contactinfo Optional object Contact info
contactto1099 Optional object 1099 contact. If blank system will use the corresponding contactinfo.
contactlist Optional contactitem[0...n] Contact list. If not provided, any values supplied for other contacts (Primary, Pay to, or Return to) are used to create a contact list.
name1099 Optional string Form 1099 name
form1099type Optional string Form 1099 type
form1099box Optional string Form 1099 box
customfields Optional customfield[0...n] Custom fields
paymentnotify Optional boolean Send automatic payment notification. Use false for No, true for Yes. (Default: false)
achenabled Optional boolean ACH enabled. Use false for No, true for Yes. (Default: false)
achbankroutingnumber Optional string ACH bank routing number
achaccountnumber Optional string ACH bank account number
achaccounttype Optional string ACH bank account type
achremittancetype Optional string ACH bank account class
displaytermdiscount Optional boolean Display term discount on check stub. Use false for No, true for Yes. (Default: true)
visibility Optional object Restrictions
supdocid Optional string Attachments ID
mergepaymentreq Optional boolean Merge payment requests. Use false for No, true for Yes. (Default: true)
offsetglaccountno Optional string AP account number

primary

Name Required Type Description
contactname Required string Contact name of an existing contact

returnto

Name Required Type Description
contactname Required string Contact name of an existing contact

payto

Name Required Type Description
contactname Required string Contact name of an existing contact

contactinfo

Name Required Type Description
contact Required object New contact to create corresponding with the vendor

contact

Name Required Type Description
contactname Required string Contact name
printas Required string Print as
taxable Optional boolean Taxable. Use false for No, true for Yes. (Default: true)
companyname Optional string Company name
taxgroup Optional string Contact tax group name
prefix Optional string Prefix
firstname Optional string First name
lastname Optional string Last name
initial Optional string Middle name
phone1 Optional string Primary phone number
phone2 Optional string Secondary phone number
cellphone Optional string Cellular phone number
pager Optional string Pager number
fax Optional string Fax number
email1 Optional string Primary email address
email2 Optional string Secondary email address
url1 Optional string Primary URL
url2 Optional string Secondary URL
status Optional string Status. Use active for Active or inactive for Inactive (Default: active)
mailaddress Optional object Mail address
taxid Optional string Tax ID

mailaddress

Name Required Type Description
address1 Optional string Address line 1
address2 Optional string Address line 2
address3 Optional string Address line 3
city Optional string City
state Optional string State/province
zip Optional string Zip/postal code
country Optional string Country
isocountrycode Optional string ISO country code. When ISO country codes are enabled in a company, both country and isocountrycode must be provided.
latitude Optional string Latitude
longitude Optional string Longitude

contactto1099

Name Required Type Description
contactname Required string Contact name of an existing contact

contactitem

Name Required Type Description
category Required string Contact category, such as work, home, and so forth.
contactname Required string Contact name of an existing contact

customfield

Name Required Type Description
customfieldname Optional string Custom field ID
customfieldvalue Optional varies Custom field value. For a multi-pick-list custom field, implode multiple field values with #~#.

visibility

Name Required Type Description
visibility_type Required string Restriction type. Use Unrestricted, RootOnly, or Restricted. (Default Unrestricted)
restricted_locs Optional locationid[0...n] Restricted location IDs
restricted_depts Optional departmentid[0...n] Restricted department IDs

Update Vendor

Release Changes
2021 Release 4 Added PROVIDERVENDORS
2021 Release 3 Added VENDORCONTACTS, VENDOREMAILTEMPLATES, VENDORACCTNOLOCATIONS, FILEPAYMENTSERVICE, PYMTCOUNTRYCODE, VENDORBANKFILEDETAILS, and ISINDIVIDUAL
2020 Release 2 Added RETAINAGEPERCENTAGE
2018 Release 4 Added DEFAULT_LEAD_TIME

update

Updates a vendor with a new payment term:

<update>
    <VENDOR>
        <RECORDNO>59</RECORDNO>
        <TERMNAME>NET15</TERMNAME>
    </VENDOR>
</update>

Updates a vendor to delete the existing contact list and email templates:

<update>
    <VENDOR>
        <RECORDNO>59</RECORDNO>
        <VENDORCONTACTS></VENDORCONTACTS>
        <VENDOREMAILTEMPLATES></VENDOREMAILTEMPLATES>
    </VENDOR>
</update>
Parameters
Name Required Type Description
VENDOR Required object Object to update

VENDOR

Name Required Type Description
RECORDNO Optional integer Record number of vendor to update. Required if not using VENDORID.
VENDORID Optional string Vendor ID. Required if not using RECORDNO.
NAME Optional string Name
DISPLAYCONTACT Optional object Contact info
STATUS Optional string Status. Use active for Active or inactive for Inactive (Default: active)
ONETIME Optional boolean One time. Use false for No, true for Yes. (Default: false)
HIDEDISPLAYCONTACT Optional boolean Exclude from contact list. Use false for No, true for Yes. (Default: false)
VENDTYPE Optional string Vendor type ID
PARENTID Optional string Parent vendor ID
GLGROUP Optional string GL group name
DEFAULT_LEAD_TIME Optional integer Default lead time in days for inventory replenishment purposes. (Default: 1)
TAXID Optional string Tax ID
TAXSCHEDULE Optional string You can assign a default tax schedule for a vendor contact. When you create an AP transaction, the tax details from the assigned schedule are used as the default for the AP line entry. The tax details can be overridden through the UI
TAXSOLUTIONID Optional string Tax solution. Required if providing Tax Schedule
NAME1099 Optional string Form 1099 name
FORM1099TYPE Optional string Form 1099 type
FORM1099BOX Optional string Form 1099 box
SUPDOCID Optional string Attachments ID
APACCOUNT Optional string Default expense GL account number
OFFSETGLACCOUNTNO Optional string AP account number
CREDITLIMIT Optional currency Credit limit
RETAINAGEPERCENTAGE Optional numeric Default retainage percentage. (Construction subscription)
ONHOLD Optional boolean On hold. Use false for No, true for Yes. (Default: false)
DONOTCUTCHECK Optional boolean Do not pay. Use false for No, true for Yes. (Default: false)
COMMENTS Optional string Comments
CURRENCY Optional string Default currency code
CONTACTINFO Optional object Primary contact. If blank system will use DISPLAYCONTACT.
PAYTO Optional object Pay to contact. The system automatically appends a corresponding Pay to Contact to the contact list. If blank system will use DISPLAYCONTACT.
RETURNTO Optional object Return to contact. The system automatically appends a corresponding Return to Contact to the contact list. If blank system will use DISPLAYCONTACT.
CONTACT_LIST_INFO Optional CONTACT_LIST_INFO[] Contact list (alternative to VENDORCONTACTS). Multiple individual CONTACT_LIST_INFO elements may be passed. If this parameter is omitted, the original contact list remains intact. If you supply new elements, these are appended to the list. Passing an empty CONTACT_LIST_INFO element deletes the contact list. If this parameter and VENDORCONTACTS are both provided, VENDORCONTACTS is used. If there is not an existing contact list, any values supplied for other contacts (Primary, Pay to, or Return to) are used to create a contact list.
VENDORCONTACTS Optional VENDORENTITYCONTACTS[0…n] Contact list (alternative to CONTACT_LIST_INFO). If this parameter is omitted, the original contact list remains intact. If you supply new elements, these are appended to the list. Passing an empty VENDORCONTACTS element deletes the contact list. If this parameter and CONTACT_LIST_INFO are both provided, VENDORCONTACTS is used. If there is not an existing contact list, any values supplied for other contacts (Primary, Pay to, or Return to) are used to create a contact list.
VENDOREMAILTEMPLATES Optional VENDOREMAILTEMPLATE[0…n] Vendor email templates. If this parameter is omitted, the original vendor email templates remain intact. If you supply new elements, these replace the set of templates. Passing an empty VENDOREMAILTEMPLATES element deletes the set of templates.
VENDORACCTNOLOCATIONS Optional VENDORACCTNOLOCHEAD[0…n] Vendor location assigned account numbers (alternative to VENDOR_ACCTNO_LOC_HEAD). If this parameter is omitted, the original set remains intact. If you supply new elements, these replace the original set. Passing an empty VENDORACCTNOLOCATIONS element deletes the set. If this parameter and VENDOR_ACCTNO_LOC_HEAD are both provided, VENDORACCTNOLOCATIONS is used.
VENDOR_ACCTNO_LOC_HEAD Optional VENDOR_ACCTNO_LOC_HEAD[] Vendor location assigned account numbers (alternative to VENDORACCTNOLOCATIONS). If this parameter is omitted, the original set remains intact. Multiple individual VENDOR_ACCTNO_LOC_HEAD elements may be passed. If this parameter and VENDORACCTNOLOCATIONS are both provided, VENDORACCTNOLOCATIONS is used.
FILEPAYMENTSERVICE Optional string Enable direct payments to this vendor using a bank file. Choose ACH, BANKFILE, or NONE. (Default: NONE)
PYMTCOUNTRYCODE Optional string Country code for a vendor. Required if the vendor is to receive bank file payments. Choose AU, ZA, or GB. (AU, GB, ZA only)
VENDORBANKFILEDETAILS Optional VENDORBANKFILEDETAIL[] Vendor bank file payment details. The values you provide are validated if FILEPAYMENTSERVICE is set to BANKFILE. (AU, GB, ZA only)
PROVIDERVENDORS Optional PROVIDERVENDOR[] Electronic payment providers to link to this vendor. If this parameter is omitted, the original set remains intact. If you supply new elements, these replace the original set. You can also update a PROVIDERVENDOR object directly, but you cannot delete a PROVIDERVENDOR object. (Early Adopter program)
PAYMETHODKEY Optional string Preferred payment method
MERGEPAYMENTREQ Optional boolean Merge payment requests. Use false for No, true for Yes. (Default: true)
PAYMENTNOTIFY Optional boolean Send automatic payment notification. Use false for No, true for Yes. (Default: false)
BILLINGTYPE Optional string Vendor billing type
PAYMENTPRIORITY Optional string Payment priority
TERMNAME Optional string Payment term
DISPLAYTERMDISCOUNT Optional boolean Display term discount on check stub. Use false for No, true for Yes. (Default: true)
ACHENABLED Optional boolean ACH enabled. Use false for No, true for Yes. (Default: false)
ACHBANKROUTINGNUMBER Optional string ACH bank routing number
ACHACCOUNTNUMBER Optional string ACH bank account number
ACHACCOUNTTYPE Optional string ACH bank account type
ACHREMITTANCETYPE Optional string ACH bank account class
VENDORACCOUNTNO Optional string Vendor account number
DISPLOCACCTNOCHECK Optional boolean Display location assigned account number on check stub. Use false for No, true for Yes. (Default: false)
OBJECTRESTRICTION Optional string Restriction type. Use Unrestricted, RootOnly, or Restricted. (Default Unrestricted)
RESTRICTEDLOCATIONS Optional string Restricted location IDs. Use if OBJECTRESTRICTION is Restricted. Implode multiple IDs with #~#.
RESTRICTEDDEPARTMENTS Optional string Restricted department IDs. Use if OBJECTRESTRICTION is Restricted. Implode multiple IDs with #~#.
ISINDIVIDUAL Optional boolean Specifies whether to mark the vendor as an individual person so that personally identifiable information (PII) can be masked. Use false for No, true for Yes. (Vendor Payments powered by CSI)
Custom field name varies varies Custom field names and values as defined for this object.
For a multi-pick-list custom field, implode multiple field values with #~#.

DISPLAYCONTACT

Name Required Type Description
PRINTAS Optional string Print as
COMPANYNAME Optional string Company name
TAXABLE Optional boolean Taxable. Use false for No, true for Yes. (Default: true)
TAXGROUP Optional string Contact tax group name
TAXSCHEDULE Optional string You can assign a default tax schedule for a vendor contact. When you create an AP transaction, the tax details from the assigned schedule are used as the default for the AP line entry. The tax details can be overridden through the UI
TAXSOLUTIONID Optional string Tax solution. Required if providing Tax Schedule
PREFIX Optional string Prefix
FIRSTNAME Optional string First name
LASTNAME Optional string Last name
INITIAL Optional string Middle name
PHONE1 Optional string Primary phone number
PHONE2 Optional string Secondary phone number
CELLPHONE Optional string Cellular phone number
PAGER Optional string Pager number
FAX Optional string Fax number
EMAIL1 Optional string Primary email address
EMAIL2 Optional string Secondary email address
URL1 Optional string Primary URL
URL2 Optional string Secondary URL
MAILADDRESS Optional object Mail address

MAILADDRESS

Name Required Type Description
ADDRESS1 Optional string Address line 1
ADDRESS2 Optional string Address line 2
ADDRESS3 Optional string Address line 3
CITY Optional string City
STATE Optional string State/province
ZIP Optional string Zip/postal code
COUNTRY Optional string Country
ISOCOUNTRYCODE Optional string ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.

CONTACTINFO

Name Required Type Description
CONTACTNAME Required string Primary contact name

PAYTO

Name Required Type Description
CONTACTNAME Required string Pay to contact name

RETURNTO

Name Required Type Description
CONTACTNAME Required string Return to contact name

CONTACT_LIST_INFO

If the category and contact name you provide for a contact matches one already in the contact list, your entry is skipped.

Name Required Type Description
CATEGORYNAME Required string Contact category, such as work, home, and so forth.
CONTACT Optional object Category

VENDORENTITYCONTACTS

If the category and contact name you provide for a contact matches one already in the contact list, your entry is skipped.

Name Required Type Description
CATEGORYNAME Required string Contact category, such as work, home, and so forth.
CONTACT Required object Contact

CONTACT

Name Required Type Description
NAME Required string Contact name

VENDOREMAILTEMPLATE

Name Required Type Description
EMAILTEMPLATENAME Required string Name of the email template
DOCPARID Required string Document type, such as Purchase Order

VENDORACCTNOLOCHEAD

Name Required Type Description
LOCATION Required string Location ID
ACCOUNTNO Required string Account number

VENDOR_ACCTNO_LOC_HEAD

Name Required Type Description
LOCATION Required string Location ID
ACCOUNTNO Required string Account number

VENDORBANKFILEDETAIL

Available for Australia (AU), South Africa (ZA), or the United Kingdom (GB).

AU

Name Required Type Description
BANKACCOUNTNUMBER Required string Creditor account number. Use 9 or fewer digits, including hyphens and spaces.
ACCOUNTNAME Required string Creditor account name. Use 16 or fewer alphanumeric characters.
BSBNUMBER Required string Creditor BSB number, which is the 6-digit hyphenated branch number of the vendor bank account. For example, 123-456.
PYMTREFERENCE Required string Meaningful reference number to connect the bank file and the bills to be paid, enabling payments to be tracked. Use 18 or fewer alphanumeric characters.

ZA

Name Required Type Description
ACCOUNTNAME Optional string Homing account name for the vendor bank account to which payments are made. Use 30 or fewer digits.
BANKACCOUNTNUMBER Required string Homing account number for the vendor bank account to which payments are made. Use 31 or fewer digits.
BRANCHCODE Required string Homing branch, which is the 6-digit branch number of the vendor bank
ACCOUNTTYPE Optional string Account type for the vendor bank account to which payments are made. Use 1 for cheque account, 2 for savings account, 3 for transmission account, or 4 for bond account.
ACCOUNTCODE Optional string Beneficiary account code. Use 20 or fewer characters.
PROOFOFPYMT Optional boolean Proof of payment flag, which specifies whether to print the proof of payment when the bank file payment is authorized. Use false for No, true for Yes.
PYMTREFERENCE Required string User reference, which is a meaningful reference number to connect the bank file and the bills to be paid, enabling payments to be tracked. Use 20 or fewer alphanumeric characters.

GB

Name Required Type Description
BANKACCOUNTNUMBER Required string Beneficiary account number. Use 8 or fewer digits, including hyphens and spaces.
ACCOUNTNAME Required string Beneficiary name. Use 18 or fewer characters.
SORTCODE Required string Beneficiary sort code, which is the 6-digit branch number of the vendor bank

PROVIDERVENDOR

Name Required Type Description
RECORDNO Required integer Record number of the provider vendor object to update
PROVIDERID Optional string ID of the payment provider
STATUS Required string Status. Use active or inactive.

Update Vendor (Legacy)

Release Changes
2021 Release 3 Behavior changes (see the release notes)
2020 Release 2 Added retainagepercentage

update_vendor

<update_vendor vendorid="V1234">
    <name>SaaS Company Inc</name>
    <termname>N15</termname>
</update_vendor>
Parameters
Name Required Type Description
vendorid Required string Vendor ID to update
name Optional string Name
parentid Optional string Parent vendor ID
termname Optional string Payment term
glaccountno Optional string Default expense GL account number
vendtype Optional string Vendor type ID
taxid Optional string Tax ID
taxsolutionid Optional string Tax solution. Required if providing Tax Schedule
taxschedule Optional string You can assign a default tax schedule for a vendor contact. When you create an AP transaction, the tax details from the assigned schedule are used as the default for the AP line entry. The tax details can be overridden through the UI
creditlimit Optional currency Credit limit
retainagepercentage Optional numeric Default retainage percentage for vendors. (Construction subscription)
paymethod Optional string Preferred payment method
billingtype Optional string Vendor billing type
vendoraccountno Optional string Vendor account number
displocacctnocheck Optional boolean Display location assigned account number on check stub. Use false for No, true for Yes.
onhold Optional boolean On hold. Use false for No, true for Yes.
donotcutcheck Optional boolean Do not pay. Use false for No, true for Yes.
comments Optional string Comments
status Optional string Status. Use active for Active or inactive for Inactive.
currency Optional string Default currency code
primary Optional object Primary contact. If blank system will use the corresponding contactinfo.
returnto Optional object Return to contact. The system automatically appends a corresponding Return to Contact to the contact list. If blank system will use the corresponding contactinfo.
payto Optional object Pay to contact. The system automatically appends a corresponding Pay to Contact to the contact list. If blank system will use the corresponding contactinfo.
contactinfo Optional object Contact info
contactto1099 Optional object 1099 contact. If blank system will use the corresponding contactinfo.
contactlist Optional contactitem[0...n] Contact list. If not provided and not already existing, any values supplied for other contacts (Primary, Pay to, or Return to) are used to create a contact list.
name1099 Optional string Form 1099 name
form1099type Optional string Form 1099 type
form1099box Optional string Form 1099 box
customfields Optional customfield[0...n] Custom fields
paymentnotify Optional boolean Send automatic payment notification. Use false for No, true for Yes.
achenabled Optional boolean ACH enabled. Use false for No, true for Yes.
achbankroutingnumber Optional string ACH bank routing number
achaccountnumber Optional string ACH bank account number
achaccounttype Optional string ACH bank account type
achremittancetype Optional string ACH bank account class
displaytermdiscount Optional boolean Display term discount on check stub. Use false for No, true for Yes.
visibility Optional object Restrictions
supdocid Optional string Attachments ID
mergepaymentreq Optional boolean Merge payment requests. Use false for No, true for Yes.
offsetglaccountno Optional string AP account number

primary

Name Required Type Description
contactname Required string Contact name of an existing contact

returnto

Name Required Type Description
contactname Required string Contact name of an existing contact

payto

Name Required Type Description
contactname Required string Contact name of an existing contact

contactinfo

Name Required Type Description
contact Required object New contact to create corresponding with the vendor

contact

Name Required Type Description
contactname Required string Contact name
printas Required string Print as
taxable Optional boolean Taxable. Use false for No, true for Yes. (Default: true)
companyname Optional string Company name
taxgroup Optional string Contact tax group name
prefix Optional string Prefix
firstname Optional string First name
lastname Optional string Last name
initial Optional string Middle name
phone1 Optional string Primary phone number
phone2 Optional string Secondary phone number
cellphone Optional string Cellular phone number
pager Optional string Pager number
fax Optional string Fax number
email1 Optional string Primary email address
email2 Optional string Secondary email address
url1 Optional string Primary URL
url2 Optional string Secondary URL
status Optional string Status. Use active for Active or inactive for Inactive (Default: active)
mailaddress Optional object Mail address
taxid Optional string Tax ID

mailaddress

Name Required Type Description
address1 Optional string Address line 1
address2 Optional string Address line 2
address3 Optional string Address line 3
city Optional string City
state Optional string State/province
zip Optional string Zip/postal code
country Optional string Country
isocountrycode Optional string ISO country code. When ISO country codes are enabled in a company, both country and isocountrycode must be provided.
latitude Optional string Latitude
longitude Optional string Longitude

contactto1099

Name Required Type Description
contactname Required string Contact name of an existing contact

contactitem

If the category and contact name you provide matches one already in the contact list, your entry is skipped.

Name Required Type Description
category Required string Contact category, such as work, home, and so forth.
contactname Required string Contact name of an existing contact

customfield

Name Required Type Description
customfieldname Optional string Custom field ID
customfieldvalue Optional varies Custom field value. For a multi-pick-list custom field, implode multiple field values with #~#.

visibility

Name Required Type Description
visibility_type Required string Restriction type. Use Unrestricted, RootOnly, or Restricted. (Default Unrestricted)
restricted_locs Optional locationid[0...n] Restricted location IDs
restricted_depts Optional departmentid[0...n] Restricted department IDs

Delete Vendor

delete

<delete>
    <object>VENDOR</object>
    <keys>112</keys>
</delete>
Parameters
Name Required Type Description
object Required string Use VENDOR
keys Required string Comma-separated list of vendor RECORDNO to delete

Delete Vendor (Legacy)

delete_vendor

<delete_vendor vendorid="V1234"></delete_vendor>
Parameters
Name Required Type Description
vendorid Required string Vendor ID to delete

Create Location Specific Vendor Account Number (Legacy)

create_vendorentityaccountno

<create_vendorentityaccountno>
    <vendorid>V1234</vendorid>
    <accountno>9876543210</accountno>
    <locationid>100</locationid>
</create_vendorentityaccountno>
Parameters
Name Required Type Description
vendorid Required string Vendor ID
accountno Required string Vendor account number
locationid Required string Location ID

Vendor Approvals

Release Changes
2023 Release 4 Added getVendorsToApprove, approveVendor, declineVendor, and getVendorApprovalHistory

When vendor approval is enabled, new and recently edited vendors are automatically submitted to an approval queue. Designated approvers review those vendors and either approve or decline them. For more information, see About vendor approvals.

Get Vendors to Approve

getVendorsToApprove

<getVendorsToApprove/>

Approve Vendors

approveVendor

<approveVendor>
     <recordno>583</recordno>
     <reviewcomments>Approved by purchasing director</reviewcomments>
</approveVendor>
Parameters
Name Required Type Description
recordno Required integer Record number of vendor to approve.
reviewcomments Optional string Reviewer comments

Decline Vendors

declineVendor

<declineVendor>
     <recordno>590</recordno>
     <reviewcomments>Declined by purchasing director</reviewcomments>
</declineVendor>
Parameters
Name Required Type Description
recordno Required integer Record number of vendor to decline.
reviewcomments Optional string Reviewer comments

Get Vendor Approval History

getVendorApprovalHistory

<getVendorApprovalHistory>
     <recordno>576</recordno>
</getVendorApprovalHistory>
Parameters
Name Required Type Description
recordno Required integer Record number of vendor to get approval history for.

Vendor Email Templates

Get Vendor Email Template Object Definition

lookup

List all the fields and relationships for the vendor email template object:

<lookup>
    <object>VENDOREMAILTEMPLATE</object>
</lookup>
Parameters
Name Required Type Description
object Required string Use VENDOREMAILTEMPLATE

Query and List Vendor Email Templates

query

List the template name and vendor ID for each vendor email template:

<query>
    <object>VENDOREMAILTEMPLATE</object>
    <select>
        <field>EMAILTEMPLATENAME</field>
        <field>VENDORID</field>
    </select>
</query>
Parameters
Name Required Type Description
object Required string Use VENDOREMAILTEMPLATE
filter Optional object Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
select Required sequence The names of the fields that you want included in the response, and an optional aggregate function such as count or sum. Returning all fields is not supported.
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
  <field>RECORDNO</field>
  <descending/>
</order>
options Optional object Query options:
  • Set the caseinsensitive element to true for a case-insensitive query
     <caseinsensitive>true</caseinsensitive>
  • In a multi-entity company, set the showprivate element to true to query data in private entities:
     <showprivate>true</showprivate>
  • Specify the returnformat for the response: xml (default), json, or csv
     <returnformat>json</returnformat>
pagesize Optional integer Maximum number of matching objects to return in the response, between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

Query and List Vendor Email Templates (Legacy)

readByQuery

<readByQuery>
    <object>VENDOREMAILTEMPLATE</object>
    <fields>*</fields>
    <query/>
    <pagesize>100</pagesize>
</readByQuery>
Parameters
Name Required Type Description
object Required string Use VENDOREMAILTEMPLATE
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

Get Vendor Email Template

read

<read>
    <object>VENDOREMAILTEMPLATE</object>
    <keys>8</keys>
    <fields>*</fields>
</read>
Parameters
Name Required Type Description
object Required string Use VENDOREMAILTEMPLATE
keys Required string Comma-separated list of vendor email template RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value.
For best performance and predictability, limit the number of fields.
returnFormat Optional string Data format for the response body:
  • xml (default)
  • json
  • csv

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