Accounts

The following operations are available for this resource.

Http Verb Operation
Get CRM/Accounts/{accountId} Get details of a specific credit card account
GET Method: Get, URL: CRM/Accounts/{accountId} Test

Get details of a specific credit card account

GetAll CRM/Accounts?constituentId={constituentId}&accountTypeId={accountTypeId}&includeInactive={includeInactive}&includeAffiliates={includeAffiliates} Get details of all the credit card, direct debit, and SEPA accounts for the specified constituent id and all its visible affiliates' accounts as well. To exclude accounts of the visible affiliates pass includeAffiliations=false.
GET Method: GetAll, URL: CRM/Accounts?constituentId={constituentId}&accountTypeId={accountTypeId}&includeInactive={includeInactive}&includeAffiliates={includeAffiliates} Test

Get details of all the credit card, direct debit, and SEPA accounts for the specified constituent id and all its visible affiliates' accounts as well.

CreateCardNumberAccount CRM/Accounts/CardNumber Create a credit card account, storing the card number. Will create and store a token if tokenization is enabled.
POST Method: CreateCardNumberAccount, URL: CRM/Accounts/CardNumber Test

Create a credit card account, storing the card number. Will create and store a token if tokenization is enabled.

CreateDirectDebitAccount CRM/Accounts/DirectDebit Store a direct debit account.
POST Method: CreateDirectDebitAccount, URL: CRM/Accounts/DirectDebit Test

Store a direct debit account.

CreateSepaAccount CRM/Accounts/SEPA Store a SEPA Direct Debit account.
POST Method: CreateSepaAccount, URL: CRM/Accounts/SEPA Test

Store a SEPA Direct Debit account.

CreateVantivEncryptedCardAccount CRM/Accounts/VantivEncryptedCard Create a credit card account from a Vantiv Encrypted Reader using tokenization.
POST Method: CreateVantivEncryptedCardAccount, URL: CRM/Accounts/VantivEncryptedCard Test

Create a credit card account from a Vantiv Encrypted Reader using tokenization.

UpdateCardNumberAccount CRM/Accounts/{accountId}/CardNumber Update expiration date or name on a credit card account or token. Will also tokenize the credit card if tokenization is enabled. PaymentMethodGroupId is ignored if the account already has a PaymentMethodGroupId assigned. This value cannot be updated. If tokenizing a non-tokenized card, PaymentMethodGroupId is required if one has not already been assigned to the account.
PUT Method: UpdateCardNumberAccount, URL: CRM/Accounts/{accountId}/CardNumber Test

Update expiration date or name on a credit card account or token. Will also tokenize the credit card if tokenization is enabled.

UpdateDirectDebitAccount CRM/Accounts/{accountId}/DirectDebit Updates expiration date or name on a direct debit account.
PUT Method: UpdateDirectDebitAccount, URL: CRM/Accounts/{accountId}/DirectDebit Test

Updates expiration date or name on a direct debit account.

UpdateSepaAccount CRM/Accounts/{accountId}/SEPA Updates information on a SEPA Direct Debit Account.
PUT Method: UpdateSepaAccount, URL: CRM/Accounts/{accountId}/SEPA Test

Updates information on a SEPA Direct Debit Account.

DeleteAccount CRM/Accounts/{accountId}?transactionOrigin={transactionOrigin}&overrideDeleteProtection={overrideDeleteProtection} Removes an account.
DELETE Method: DeleteAccount, URL: CRM/Accounts/{accountId}?transactionOrigin={transactionOrigin}&overrideDeleteProtection={overrideDeleteProtection} Test

Removes an account.