Exelement SyncCloud

Custom Objects

• List New Records 1: Retrieves the specified object's records created since the last time this action was executed.
• Get Record By ID 2: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• Get Record By ID 1: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• List Records 3: Retrieves all records from the specified object.
• Update Record 3: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• Create Record 3: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• Get Record By ID 3: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• Upsert Record 3: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• List Updated Records 1: Retrieves the specified object's records updated since the last time this action was executed.
• List New Records 2: Retrieves the specified object's records created since the last time this action was executed.
• Delete Record 3: Deletes the specified record from the specified object.
• Upsert Record 1: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• Upsert Record 2: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• List Updated Records 2: Retrieves the specified object's records updated since the last time this action was executed.
• Create Multiple Records 1: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• Create Record 2: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• Get Record By Custom Condition 2: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• List Object Fields: Retrieves all field names for the specified object.
• Get External ID Field 1: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
• Create Multiple Records 2: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• Update Record 1: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• Delete Record 2: Deletes the specified record from the specified object.
• Describe Object: Completely describes the individual metadata at all levels for the object.
• Create Multiple Records 3: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• List Records 2: Retrieves all records from the specified object.
• List Records 1: Retrieves all records from the specified object.
• List New Records 3: Retrieves the specified object's records created since the last time this action was executed.
• List Objects: Retrieves all objects within your Salesforce account.
• Update Record 2: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• Get External ID Field 2: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
• Create Record 1: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• Get Record By Custom Condition 1: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• List Updated Records 3: Retrieves the specified object's records updated since the last time this action was executed.
• Get External ID Field 3: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
• Get Record By Custom Condition 3: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• Delete Record 1: Deletes the specified record from the specified object.

Cases

• Delete Case: Deletes a case.
• List Updated Cases: Lists cases created or modified since the last run.
• List Cases: Lists all cases.
• Get Case: Gets a case by ID.
• Upsert Case: Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Create Case: Creates a new case which represents a customer issue or problem.
• List New Cases: Lists cases created since the last run.
• Update Case: Updates a case.

Tasks

• List Task Priorities: Lists the options for task priorities.
• Get Task: Gets a task by ID.
• Update Task: Updates a task.
• Create Task: Creates a new task.
• List Updated Tasks: Lists tasks created or modified since the last run.
• List Tasks: Lists all tasks.
• List Task Statuses: Lists the options for task statuses.
• Delete Task: Deletes a task.
• List New Tasks: Lists tasks created since the last run.

Opportunity Line Items

• List Updated Line Items: Lists opportunity line items created or modified since the last run.
• Delete Line Item: Deletes an opportunity line item.
• List Line Items: Lists opportunity line items.
• List New Line Items: Lists opportunity line items created since the last run.
• Get Line Item: Get line item for an opportunity by ID.
• Update Line Item: Updates an opportunity line item.
• Create Line Item: Creates a new opportunity line item.

Opportunities

• Get Opportunity: Gets an opportunity by ID.
• List Opportunities: Lists all opportunities.
• List Opportunity Stages: Lists the possible stages for an opportunity in Salesforce.
• List New Opportunities: Lists the opportunities created since the last run.
• Create Opportunity: Creates an opportunity.
• Update Opportunity: Updates information about an opportunity which would represent a sale or pending deal.
• List Updated Opportunities: Lists the opportunities created or modified since the last run.
• Upsert Opportunity: Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Delete Opportunity: Deletes an opportunity.

User Roles

• Get User Role: Gets a user role by ID.
• Update User Role: Updates an existing user role.
• List User Roles: Lists all user roles.
• Delete User Role: Deletes a user role.
• Create User Role: Creates a new user role.

Accounts

• List Accounts: Lists accounts from Salesforce.
• Create Account: Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
• List Updated Accounts: Lists accounts created or modified since the last run.
• List Accounts By PersonEmail: Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.
• Get Account: Gets an account by ID.
• Update Account: Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
• List Accounts By Custom Field: Lists accounts by a custom field, where equals .
• Upsert Account: Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Delete Account: Deletes an account.
• List New Accounts: Lists accounts created since the last run.

Contacts

• Get Contact ID: Gets the Contact ID associated with the specified email address.
• Contact Exists For Email Address: Checks whether any contacts exist for the specified email address.
• List New Contacts: Lists contacts created since the last run.
• Contact Exists For ID: Checks if a contact exists with the specified ID.
• Update Contact: Updates a contact's details.
• Create Contact: Creates a new contact.
• Upsert Contact: Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup.
• Get Contact: Gets the contact with the specified ID.
• Delete Contact: Deletes a contact.
• List Contacts: Lists all contacts.
• List Updated Contacts: Lists contacts created, modified or deleted since the last run.
• Get Contact(s) By Email: Gets the contact(s) with the specified email address.
• Get Contact(s) By Mobile Number: Gets the contact(s) with the specified mobile number.

Campaigns

• If Exists: Campaign: Gets a campaign by ID and returns along a true path if it exists.
• Get Campaign: Gets a campaign by ID.
• List Updated Campaigns: Lists campaigns created or modified since the last run.
• List Campaigns: Lists campaigns.
• Delete Campaign: Deletes a campaign.
• List New Campaigns: Lists campaigns created since the last run.
• Upsert Campaign: Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Create Campaign: Creates a campaign.
• Update Campaign: Updates a campaign.
• Get Campaign By Name: Gets a campaign by name.

Campaign Member Status

• Update Campaign Member Status: Updates a campaign member status. Only allows for the order of the status to be changed in the picklist.
• List Campaign Member Statuses: Lists campaign member statuses.
• Create Campaign Member Status: Creates a campaign member status.
• Delete Campaign Member Status: Deletes a campaign member status.

Notes

• List Notes: Lists notes from this Salesforce account.
• List Updated Notes: Lists notes created or modified since the last run.
• Update Note: Updates a note.
• List New Notes: Lists notes created since the last run.
• Get Note: Gets a note by ID.
• Create Note: Creates a new note.
• Delete Note: Deletes a note.

Pricebooks

• List Pricebook Entries: Lists entries to a specified pricebook.
• Get Pricebook Entry: Gets a pricebook entry.
• List Pricebooks: Lists all pricebooks.

Opportunity Contact Roles

• Update Opportunity Role: Updates an opportunity contact role.
• List Opportunity Roles: Lists opportunity contact roles.
• List Updated Opportunity Roles: Lists opportunity contact roles created or modified since the last run.
• Get Opportunity Role: Gets an opportunity contact role by ID.
• Create Opportunity Role: Creates a new opportunity contact role.
• Add Contact To Opportunity: Adds an existing contact to an opportunity.
• List New Opportunity Roles: Lists opportunity contact roles created since the last run.
• List Roles By Opportunity: Lists opportunity contact roles for a specified opportunity.
• Get Primary Opportunity Role: Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found.
• Delete Opportunity Role: Deletes an opportunity contact role.

Users

• List Users: Lists all users.
• Get User: Gets a user by ID.
• Get Self: Gets the current user's profile information.
• Get User By Name: Gets a user by FullName.

Documents

• Get Content Document Data (CSV): Return the contents of a CSV content document.
• Get Content Version: Retrieve the content version ID of a given content document.
• List Content Documents: Retrieve a list of all content documents.

Campaign Members

• Update Campaign Member: Updates a campaign member.
• Create Campaign Member: Creates a new campaign member.
• Delete Campaign Member: Deletes a campaign member.
• Get Campaign Member: Gets a campaign member by ID.
• Upsert Campaign Member: Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• List Campaign Members: Lists campaign members.

Events

• List Events: Lists events from this Salesforce account.
• Update Event: Updates an existing event.
• Create Event: Creates a new event.
• List New Events: Lists events created since the last run.
• Delete Event: Deletes an event.
• List Updated Events: Lists events created or modified since the last run.
• Get Event: Gets an event by ID.

Assets

• List Assets: List assets from Salesforce.

Products

• Get Product: Gets a Product.
• List New Products: Lists the Products created since the last run.
• List Updated Products: Returns a list of Products that have been updated since the last run.
• List Products: Returns a list of Products.

Leads

• List New Leads: Lists leads created since the last run.
• Upsert Lead: Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Create Lead: Creates a new lead.
• List Updated Leads: Lists leads created or modified since the last run.
• Update Lead: Updates an existing lead.
• Delete Lead: Deletes a lead.
• List Leads By Email: Lists leads with the specified email address.
• Get Lead: Gets a lead by ID.
• List Leads: Lists all leads.

Attachments

• Create Attachment: Creates a new attachment.
• List Attachments: Lists attachments from this Salesforce account.
• Get Attachment: Gets an attachment by ID.
• List New Attachments: Lists attachments created since the last run.
• List Updated Attachments: Lists attachments created or modified since the last run.
• Update Attachment: Updates an attachment.
• Delete Attachment: Deletes an attachment.

Event Relations

• List Contact\Lead Event Relations: Lists event contact and lead attendees.
• List Declined Event Relations: Lists declined event attendees.
• List Events Relations: Lists event attendees.
• List Accepted Event Relations: Lists accepted event attendees.
• List Undecided Event Relations: Lists undecided event attendees.
• Create Event Relation: Create a new event relation

Record Types

• Get Record Type: Gets an record type by ID.

Bulk Operations

• Close Job: Closes a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data.
• Get Job: Retrieves detailed information about a job.
• Create Insert Job: Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
• Abort Job: Aborts a job. If you abort a job, the job does not get queued or processed.
• Delete Job: Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
• List Jobs: Retrieves all jobs in the organization.
• Upload CSV Data: Uploads data for a job using CSV data you provide.

Enhanced Notes

• Create Enhanced Note: Creates an 'enhanced' note as displayed by the 'Notes' Related List in Salesforce.

Locations

• Get Location: Gets a location by ID.

Outbound Messages

• Outbound Message Response: Send a response to an outbound message from Salesforce. Set Result to 'true'/'false' to send a success/failure response back to SF.

Login History

• List Login History: Lists all login sessions.

Groups

• List Groups: List groups from Salesforce.

Sales Invoices

• Get Sales Invoice: Retrieve a sales invoice by ID.
• Delete Sales Invoice: Delete an existing sales invoice.
• Update Sales Invoice: Update an existing sales invoice.
• List Sales Invoices: Retrieve a list of existing sales invoices.
• List Updated Sales Invoices: Retrieve a list of sales invoices created or updated since last run.
• Create Sales Invoice: Create a new sales invoice.

Internal

• Get Division: Retrieve the current division.
• List Sales Items: Retrieve a list of existing sales items.
• List Supplier Accounts: Retrieve a list of existing supplier accounts.

CRM

• Get Customer Account: Retrieve an existing customer account by ID.
• Delete Customer Account: Delete an existing customer account by ID.
• Update Customer Account: Update an existing customer account.
• Update Contact: Update an existing contact.
• Delete Contact: Delete an existing contact.
• Get Contact: Retrieve a contact by ID.
• List Customer Accounts: Retrieve a list of existing customer accounts.
• List Contacts: List all contact records.
• List Updated Contacts: List all contact records created or modified since last run.
• List Updated Customer Accounts: Retrieve a list of customer accounts created or modified since last run.
• Create Customer Account: Create a new customer account.
• Create Contact: Add a contact person to an existing customer account.

Financial

• Get Journal: Retrieve an existing journal by ID.
• Delete Journal: Delete an existing journal.
• Update Journal: Update an existing journal.
• Get G/L Account: Retrieve an existing general ledger account.
• Update G/L Account: Update an existing general ledger account.
• Delete G/L Account: Delete an existing general ledger account.
• List G/L Classifications: G/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available.
• Get G/L Classification: G/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available.
• Get G/L Scheme: Use this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available.
• Get G/L Transaction Source: Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.
• Get G/L Transaction Type: Retrieve an existing transaction type. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process.
• Get Journal Status List: This resource will provide you information on the status of a Journal in a certain period.
• CurrentYear/AfterEntry: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/AfterEntry considers all entries for the current year, if you only want to get final processed entries use CurrentYear/Processed instead.
• CurrentYear/Processed: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/Processed considers only processed entries for the current year, if you want to get all the entries use CurrentYear/AfterEntry instead.
• PreviousYear/AfterEntry: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/AfterEntry considers all entries for the previous year, if you only want to get final processed entries use PreviousYear/Processed instead.
• PreviousYear/Processed: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/Processed considers only processed entries for the previous year, if you want to get all the entries use PreviousYear/AfterEntry instead.
• Get G/L Acct Class. Mapping: Retrieve a specific general ledger account classification mapping.
• Delete G/L Acct Class. Mapping: Delete a specific general ledger account classification mapping.
• Get General Journal Entry: Retrieve a specific general journal entry.
• Create General Journal Entry: Create a new general journal entry.
• Get General Journal Entry Line: Retrieve a specific general journal entry line.
• Update G/L Acct Class. Mapping: Update an existing general ledger account classification mapping.
• Create General Journal Entry Line: Create a new general journal entry line.
• List Journals: Retrieve a list of existing journals.
• List Updated Journals: Retrieve a list of journals created or updated since last run.
• List G/L Accounts: Retrieve a list of existing general ledger accounts.
• List Updated G/L Accounts: Retrieve a list of general ledger accounts created or updated since last run.
• List G/L Schemes: Use this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available.
• List G/L Transaction Sources: Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.
• List G/L Transaction Types: Use this endpoint to retrieve all transaction types. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process.
• List G/L Acct Class. Mappings: Retrieve a list of existing general ledger account classification mappings
• List General Journal Entries: Retrieve a list of general journal entries.
• List Updated General Journal Entries: Retrieve a list of general journal entries created or updated since last run.
• List General Journal Entry Lines: Retrieve a list of general journal entry lines.
• Create Journal: Create a new journal.
• Create G/L Account: Create a new general ledger account.
• Create G/L Acct Class. Mapping: Create a general ledger account classification mapping.

Sales Entry

• Get Sales Entry Line: Retrieve an existing sales entry line by GUID.
• Get Sales Entry: Retrieve a sales entry by ID.
• Update Sales Entry: Update an existing sales entry.
• Delete Sales Entry: Delete an existing sales entry.
• List Sales Entry Lines: Retrieve details for all lines on a sales entry.
• Update Sales Entry Line: Update an existing sales entry line.
• Delete Sales Entry Line: Delete an existing sales entry line.
• List Sales Entries: Retrieve a list of existing sales entries.
• List Updated Sales Entries: Retrieve a list of sales entries created or modified since last run.
• Create Sales Entry: Create a new sales entry.
• Create Sales Entry Line: Create a new sales entry line.

Purchase Entry

• Delete Purchase Entry: Delete an existing purchase entry.
• Get Purchase Entry: Retrieve a purchase entry by ID.
• Update Purchase Entry: Update an existing purchase entry.
• Update Purchase Entry Line: Update an existing purchase entry line.
• Get Purchase Entry Line: Retrieve an existing purchase entry line by GUID.
• List Purchase Entry Lines: Retrieve details for all lines on a purchase entry.
• Delete Purchase Entry Line: Delete an existing purchase entry line.
• List Purchase Entries: Retrieve a list of existing purchase entries.
• List Updated Purchase Entries: Retrieve a list of purchase entries created or modified since last run.
• Create Purchase Entry: Create a new purchase entry.
• Create Purchase Entry Line: Create a new purchase entry line.

HRM

• Get Department: Retrieve an existing department.
• Get Division Class: Returns the possible choices per classification for a given company.
• Get Division Class Name: Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.
• Get Division Class Value: This end point returns the values as used per company classification for a given company.
• Get Cost Center: Retrieve details of a specific cost center.
• Delete Cost Center: Delete a specific cost center.
• Get Cost Unit: Retrieve a specific cost unit.
• Delete Cost Unit: Delete a specific cost unit.
• Update Cost Center: Update an existing cost center.
• Update Cost Unit: Update an existing cost unit.
• List Departments: Retrieve a list of departments.
• List Division Classes: Returns the possible choices per classification for a given company.
• List Division Class Names: Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.
• List Division Class Values: This end point returns the values as used per company classification for a given company.
• List Cost Centers: Retrieve a list of cost centers.
• List Cost Units: Retrieve a list of cost units.
• Create Cost Center: Create a new cost center.
• Create Cost Unit: Create a new cost unit.

Documents

• Get Document Type: Retrieve an existing document type
• Get Document Type Category: Retrieve an existing document type category
• Get Document Category: Retrieve an existing document category
• Get Document: Use this endpoint to retrieve a specific document
• Update Document: Update an existing document.
• Delete Document: Delete a specific document.
• Get Document Attachment: Use this endpoint to retrieve a specific document attachment
• Get Document Folder: Use this endpoint to retrieve a specific document folder
• Update Document Folder: Update an existing document folder
• Delete Document Folder: Delete a specific document folder
• Get Document Type Folder: Use this endpoint to retrieve a specific document type folder
• Delete Document Type Folder: Delete a specific document type folder
• Update Document Type Folder: Update an existing document type folder
• List Document Types: Use this endpoint to retrieve a list of document types
• List Document Type Categories: Use this endpoint to retrieve a list of document type categories
• List Document Categories: Use this endpoint to retrieve a list of document categories
• List Documents: Use this endpoint to retrieve a list of documents
• List Updated Documents: Use this endpoint to retrieve a list of documents created or updated since last run
• List Document Attachments: Use this endpoint to retrieve a list of document attachments
• List Document Folders: Use this endpoint to retrieve a list of document folders
• List Document Type Folders: Use this endpoint to retrieve a list of document type folders
• Create Document: Create a new document
• Create Document Folder: Create a new document folder
• Create Document Type Folder: Create a new document type folder

Financial Transaction

• Get Transaction Line: Retrieve a specific transaction line.
• Get Bank Entry: Retrieve a specific bank entry.
• Get Bank Entry Line: Retrieve a specific bank entry line
• Get Cash Entry Line: Retrieve a specific cash entry line
• Get Cash Entry: Retrieve a specific cash entry.
• List Transaction Lines: Retrieve a list of transaction lines.
• List Bank Entries: Retrieve a list of bank entries.
• List Bank Entry Lines: Retrieve a list of bank entry lines.
• Create Bank Entry Line: Create a new bank entry line.
• Create Bank Entry: Create a new bank entry.
• List Cash Entry Lines: Retrieve a list of cash entry lines.
• Create Cash Entry Line: Create a new cash entry line.
• Create Cash Entry: Create a new cash entry.
• List Cash Entries: Retrieve a list of cash entries.

General

• List Currencies: Use this endpoint to get all the enabled currencies.