Services API Calls
Read Call
In an effort to make the PCR-360 API more flexible, PCR has made the decision to no longer create individual endpoints for all the different data types. Instead, PCR is encouraging Users to use the SQL endpoint with a structured SELECT statement to retrieve exactly the data you want. Please see the SQL endpoint documentation for more information.
Example SELECT query for retrieving RECID's of 'Services' and 'Charges':
SELECT * FROM SERVICES_CHARGES;
Controlling Results Count
By default, 20 items will be returned at a time. However, you can retrieve up to 50 items in a single API call by changing the ‘limit’ field. If you wish to retrieve more than 50 listings, you can do so by using the 'page' field and making more than one API call.
Note: These parameters are added in addition to any fields from the specific data types.
Parameter | Default | Description |
---|---|---|
limit | 20 | The number of listings to show. Maximum is 50. |
page | 1 | Page number to show. To view more than 50 listings, make successive API calls while incrementing this field. |
Response Data
Name | Datatype | Searchable | Notes |
---|---|---|---|
BILLABLE | Yes/No | Yes | To indicate whether the service item is or is not billable |
STATUS_DATE | string | Yes | Shows the date when the service was set to its current status |
SERVICE_HOST | string | Yes | The Service Host associated with the service |
SERVICE_ID | string | Yes | Service Id (phone_number, etc.) |
SERVICE_ID_FMT | string | Yes | Formatted Service Id |
CATALOG | string | Yes | Service Catalog name |
OWNER | string | Yes | Name of the service owner – either a person or org hierarchy |
LOCATIONS_PATH | string | Yes | The hierarchical path to the location of the service; use LOCATIONS when searching |
SLA_CATALOG_PATH | string | Yes | The hierarchical path to the SLA of the service; use SLA when searching |
SERVICES_STATUS | string | Yes | The current status of the service |
SERVICES_UDF | list | No | List of all the User Defined Fields and the selected values for this service |
SERVICES_CHARGES | list | No | Charges listed for this service |
SERVICES_CONTACTS | list | No | Contacts associated with the service |
SERVICES_EQUIPMENT | list | No | Pieces of equipment to be used/listed for this service |
SERVICES_EXPENSE_GLA | list | No | Expense G/L Accounts to be used for billing of this service |
SERVICES_REMARKS | list | No | List of all remarks/comments for this service |
Results
Lists
When inserting or updating Service records, it is sometimes necessary to provide values that exist elsewhere in the system. The LIST method can help to retrieve available options for these values.
Below is how to make a LIST request:
GET http://DOMAIN/api/API_KEY/services.OUTPUT?LIST=LISTTYPE
Searchable
If a LISTTYPE is designated as searchable in the table below, adding the "SEARCH" param will return values that contain the provided value.
GET http://DOMAIN/api/API_KEY/services.OUTPUT?LIST=LISTTYPE&SEARCH=test
Parameter | Replace With |
---|---|
LISTTYPE | The type of List to be retrieved. Types can be found below. |
List Types
Type | Description | Extra Parameters* | Searchable | Results |
---|---|---|---|---|
CONTACTS | Retrieve available Contacts | CTYPE - Type of contact. Example: "worker" | yes | Contacts Results |
DEPTHIER | Retrieve available Department Hierarchies | Coming Soon | Department Hierarchy Results | |
EXPENSE_TYPE | Retrieve available Expense Types | no | Expense Types Results | |
GLAS | Retrieve available GLAs | no | GLAs Results | |
LOCATIONS | Retrieve available Locations | yes | Locations Results | |
CHARGE_CATALOG | Retrieve available Charge Catalogs | yes | Charge Catalog Results | |
SERVICE_CATALOG | Retrieve available Service Catalogs | yes | Service Catalog Results | |
SERVICE_HOSTS | Retrieve available Service Hosts | no | Service Hosts Results | |
UDFS | Retrieve available User Defined Fields (UDF) | SERV_CATALOG_RECID (required) | no | UDFs Results |
SLAS | Retrieve available SLAs | no | SLAs Results | |
POOLS | Retrieve available Service Pools | no | Service Pools Results | |
SERVICE_CLASSES | Retrieve available Service Classes | no | Service Classes Results | |
SERVICE_HOST_PARTITIONS | Retrieve available Service Host Partitions | no | Service Host Partitions Results | |
AUTH_CODE_TYPE | Retrieve available Auth Code Types | no | Auth Code Types Results | |
BANDWIDTH | Retrieve available Bandwidths | no | Bandwidth Results | |
RATING_GROUP | Retrieve available Rating Groups | no | Rating Groups Results | |
SERVICE_STATUS | Retrieve available Service Statuses | no | Service Status Results |
*Extra Parameters can be appended to the URL in standard Query String fashion.
Write Call
Using POST Calls To configure the number of Pages/Results returned by the API (this is most useful for the SQL Endpoint), you can send these as additional Parameter's in the Body. Parameter Default Description limit 20 Number of listings to show. page 1 Page number to show.Data Type Interger Interger
UDF parameters are all lower case when processed by PCR-360. Since Organizations can create their own UDF fields, the generic use of IDENTIFIER is used as a placeholder for actual UDF Identifiers.
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
recid | no* | Integer | Identifier of the record. *See Note Below | ||
status | yes | Integer | The status of the service. | ||
serv_catalog | yes | Integer | Recid of the Service Catalog item.
| ||
service_id | yes | String | Service ID of this service. Before inserting a new record, the system confirms there is no existing matching formatted version. If a match is found, the call will update the appropriate record. The service_id field can be formatted or unformatted. The service_id cannot be updated. *See Note Below. | ||
owner | no* | Integer | Record ID of either the Contact or the Department owner. The API will validate if the Owner's GLA Format is compatible with the Service's Billing Group Format. | ||
owner_type | no* | String | "contact" or "department" | Type of owner | |
location | no | Integer | Recid of location for service. | ||
service_host | no | Integer | Recid of Service Host for service. | ||
sla | no | Integer | Recid of SLA for service. | ||
reference | no | String | Reference for service | ||
billable | no | Integer | 1 = yes; 0 = no | Designate if the Service is Billable | |
billing_group | no | Integer | Recid of billing group for service. | ||
essential | no | Integer | 1 = yes; 0 = no | Designate if this is an essential Service. | |
status_date | yes | String | Date status was set for Service. Format “YYYY/MM/DD”. | ||
assoc_service | no | Integer | Recid of Associated Service. | ||
equipment | no | String | Recid(s) of equipment to add to Service. If multiple Equipment are to be assigned, separate Recids with commas. Example: 56,875. | ||
contact | no | String | Recid(s) of Contacts to add to Service. If multiple contacts are to be assigned, separate recids with commas. Example: 1234,7894. | ||
remarks | no | String | Remarks to add to the Service. | ||
pool | no | String | Recids of Service pool(s) to add to the Service. If multiple contacts are to be assigned, separate recids with commas. Example: 548,785. | ||
gla | no | Integer | Recid(s) of GLA record(s) to assign to this service. If multiple GLAs are to be assigned, separate recids with commas. Example: 874,32. The Override GLA Format should match the Billing Group Format of the Service, | ||
gla_percent | no* | String | 100 | Percentage(s) of this Service that should apply to specified GLA(s). *If multiple GLAs are provided, then percent is required and the same count of percentages need to be provided also. Total of all percentages must equal exactly 100. | |
gla_type | no* | String | List Value(s) of Expense Type(s). *Required if GLA is specified. | ||
directory | yes | Integer | 1 = yes; 0 = no | IF service_type = "phone". Designates if this Service is to be listed in the directory. | |
report_911 | yes | Integer | 1 = yes; 0 = no | IF service_type = "phone". Designates if this Service is to be listed in emergency 911 feed. | |
multiple_locations | no | Integer | 1 = yes; 0 = no | IF service_type = "phone". Designates if this Service has multiple locations. | |
bandwidth | no | Integer | IF service_type = "data" OR "backbone". Recid of bandwidth record. | ||
auth_code_type | no | Integer | IF service_type = "authcode". Recid of authcode type. | ||
service_class | no | Integer | IF service_type = "authcode". Recid of Service Class for authcode. | ||
rating_group | no | Integer | Services API Calls | Recid of Rating Group for the Service. Config USE_RATING_GROUP must be set to TRUE to use this field |
Note: When updating a record, the "recid" or "service_id" is Required. If both are passed they must match the same record.
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
status | Available |
serv_catalog | 1 |
service_id | 5558675309 |
status_date | 2019/03/18 |
directory | 1 |
report_911 | 1 |
Results
If the request is successful, the Service RECID will be returned as follows:
Service Pools
Services can be assigned to one or more Pools.
Below is the proper format for making a separate request.
Note: "type=POOLS" to indicate that this is to add a Service to one or more Pools.
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=POOLS&field1=value1 ...
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
service_recid | yes | Integer | RECID column from SERVICES table. | ||
pools | yes | String | One or more RECIDs of Pools. If multiple, separate with commas. Example: 23,43 |
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
service_recid | 1 |
pools | 1 |
Results
If the request is successful, the Recid(s) of the linking records will be returned in the same order as provided:
Service Remarks
Remarks can be added to services.
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
service_recid | yes | Integer | RECID column from SERVICES table. | ||
remarks | yes | String | The remark to add to the service |
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
type | REMARKS |
service_recid | 1 |
remarks | Test Remark |
Results
If the request is successful, the Recid of the remark record will be returned as follows:
Service Charges
Charges can be easily added to a Service. If multiple Charges need to be added to Service, then separate POST requests will need to be made.
Below is the proper format for making a separate request.
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=CHARGES&field1=value1 ...
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
recid | no | Integer | *Conditionally Required if attempting to UPDATE a Service Charge RECID for charges reads as "SERV1234" but when using that RECID for the API you only need the numbers, so "1234" from the example. | ||
service_recid | yes | Integer | RECID column from SERVICES table. | ||
charge_recid | no* | Integer | RECID column from CHRG_CATALOG table. *Conditionally Required if attempting to add a new Service Charge | ||
description | no | String | The details or description of the charge on the Equipment | ||
amount | no* | Decimal | The amount to be charged. *Required if charge does not have an amount on it. | ||
type | yes | String | CHARGES | ||
quantity | no | Integer | 1 | The quantity of Charge to be used. Only allowed if Charge Catalog allows it. | |
prorate | no | Integer | 1 or 0 | 0 | Should the charge be prorated when activated. Only allowed if BILL_MRC_CHANGE_FORCE_PRORATE config option is false |
gla | no | Integer | RECID of GLA to assign to Service Charge | ||
location | no | Integer | Location that this Charge applies to for the service | ||
start_date | no | String | MRC ARC | The Start Date of a Charge. YYYY-MM-DD format. Other formats may give unexpected results. Used for Monthly Recurring Charges and Alternate Recurring Charges. | |
stop_date | no | String | MRC ARC | YYYY-MM-DD format. Other formats may give unexpected results. Used for Monthly Recurring Charges and Alternate Recurring Charges | |
recurring_date | no | String | ARC | YYYY-MM-DD format. Other formats may give unexpected results. Used for Alternate Recurring Charges | |
transaction_date | no | String | NRC | YYYY-MM-DD format. Other formats may give unexpected results. Used for Non-Recurring Charges | |
effective | no | String | today, backdate | today | Effective flag for the charge being added/stopped. if set to any value other than listed, "today" will be assumed by the API Alternate Recurring Charges (Quarterly, Semi-Annual and Annual), when updated will always use backdate as the Effective Date. |
Charge Validations
The following checks are made by the API when adding a Charge:
- Charge Catalog restrictions are not violated
- Error if the amount is provided and the Catalog does not allow overrides
- Error if quantity provided for non/quantity Catalogs, also checks for whole numbers/fractional and errors is a fraction
- Verify Service is billable when adding a Charge
- Verify there exists an expense GLA that matches the Charge Catalog Expense Type
- Monthly Recurring Charges
- start_date is required for new charge
- error if stop_date is provided for billing complete charges
- error if stop_date is earlier than start_date
- Non-Recurring Charges
- transaction_date is required for new charge
- error if stop_date is provided
- Alternate Recurring Charges (Annual, Semi-Anual, Quarterly)
- start_date is required for new charge
- recurring_date is required for new charge
- error if stop_date is provided for billing complete charges
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
service_recid | 1 |
charge_recid | 1 |
Results
If the request is successful, the RECID of the new Service charge is returned as follows:
Service GLA
GLAs can be easily added to a Service. If multiple GLAs need to be added to the service, then separate each value with commas.
Below is the proper format for making a separate request.
Note: "type=GLA" to indicate that this is to add a Service GLA record(s).
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=GLA&field1=value1 ...
If multiple GLAs are to be set, structure your request as follows:
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=GLA&field1=v1.1,v1.2&field2=v2.1,v2.2 ...
When creating your comma-separated values, each place in the string corresponds to the same space in other field value strings.
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
service_recid | yes | Integer | RECID column from SERVICES table. | ||
gla | yes | String | Record ID(s) of the applicable GLA(s). | ||
gla_percent | yes | String | Percentages to apply to each GLA. All percentages must equal exactly 100. | ||
gla_type | yes | String | The type(s) of GLA(s). |
When adding a new GLA to a Service, the API will validate that the Billing Group Format for the Service is compatible with the Format for the new GLA.
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
service_recid | 1 |
gla | 1 |
gla_percent | 100 |
gla_type | Default |
Results
If the request is successful, the RECID(s) of the new Service GLA records will be returned in the same order as provided:
Service Contacts
Contacts can be easily added to a Service. If multiple contacts need to be added to Equipment, then separate each value with commas.
Below is the proper format for making a separate request.
Note: "type=CONTACTS" to indicate that this is to add contacts to a Service.
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=CONTACTS&field1=value1 ...
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
service_recid | yes | Integer | RECID column from SERVICES table. | ||
contact | yes | String | Record ID(s) of the contact(s). |
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
service_recid | 1 |
contact | 1 |
Results
If the request is successful, the RECID(s) of the new service contact records will be returned in the same order as provided:
Service UDFs
User Defined Fields can be easily set for a Service. To get a list of available UDFs for each Service, visit Lists.
Below is the proper format for making a UDF request.
Note: "type=UDFS" to indicate that this is to add UDFs to a Service.
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=UDFS&field1=value1 ...
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
service_recid | Yes | Integer | RECID column from SERVICES table. | ||
udf_UDF-RECID | Yes* | Integer | UDF-RECID is the RECID of the UDF to assign the value to. RECID column from USER_DEFINED_FIELDS_VALS table. Example: udf_684=value
| ||
udf_UDF-IDENTIFIER | Yes* | Mixed | IDENTIFIER is the unique Identifier of the UDF to assign the value to. Example: udf_LEGACYNUM=value
|
- udf_UDF-RECID and udf_UDF-IDENTIFIER are Conditionally Required. The use of one is Required, but not both.
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
service_recid | 1 |
udf_UDF-RECID1 | 1 |
udf_UDF-RECID2 | Test |
udf_UDF-RECID3 | 2019/12/31 |
Results
If the request is successful, the RECID(s) of the new Service UDF records will be returned in the same order as provided:
Service Locations
Locations can be added to Services.
Below is the proper format for making a separate request.
Note: "type=LOCATIONS" to indicate that this is to add Locations to a Service.
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=LOCATIONS&field1=value1 ...
If multiple locations are to be set, structure your request as follows:
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=LOCATIONS&field1=v1.1,v1.2&field2=v2.1,v2.2 ...
When creating your comma-separated values, each place in the string corresponds to the same space in other field value strings.
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
service_recid | yes | Integer | RECID column from SERVICES table. | ||
location | yes | Integer | Recid(s) of the Location(s) to assign to the Service. | ||
report_911 | yes | Integer | 1 = yes; 0 = no | Designate if Location should show on emergency 911 feed | |
location_status | yes | Integer | 1 = yes; 0 = no | Status of Location |
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
service_recid | 1 |
location | 1 |
report_911 | 1 |
location_status | 1 |
Results
If the request is successful, the Recid of the Service Location record(s) will be returned in the same order as provided:
Service Equipment
Equipment can be added to a Service.
Below is the proper format for making a separate request.
Note: "type=EQUIPMENT" to indicate that this is to add Equipment to a Service.
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=EQUIPMENT&field1=value1 ...
If multiple pieces of Equipment are going to be assigned, structure your request as follows:
POST http://DOMAIN/api/API_KEY/services.OUTPUT?type=EQUIPMENT&field1=v1.1,v1.2&field2=v2.1,v2.2 ...
When creating your comma-separated values, each place in the string corresponds to the same space in other field value strings.
Available Fields
Field | Required | Data Type | Options | Default | Notes |
---|---|---|---|---|---|
service_recid | yes | Integer | RECID column from SERVICES table. | ||
equipment | yes | String | Recid(s) of Equipment to assign to the Service |
Call:
POST DOMAIN/KEY/services.json
Headers:
Key | Value |
---|---|
Content-Type | application/json |
Pcr-Html-Encoded | TRUE |
Body:
Key | Value |
---|---|
service_recid | 1 |
equipment | 1 |
Results
If the request is successful, the Recid of the Service Equipment record(s) will be returned in the order provided:
Locating Service Data
Within PCR-360, these menu options list a variety of Grids that can be used to help locate any of the Required fields.