Sellsy API Changelog

All notable changes to the sellsy API will be documented in this file.

[2.182.0] - 2025-03-24

Minor

• Technical optimizations

[2.181.0] - 2025-03-19

Minor

• add settings embed on estimates and invoices
• add settings property input on estimates and invoices
• add shipping_volume and shipping_weight in input/output of estimate/invoices endpoints
• add shipping settings in input/output of estimate/invoices endpoints
• add assigned staff labels list endpoint
• add show_on_pdf in output of custom field endpoints
• add assigned_staff_label in document settings

[2.180.0] - 2025-02-26

Minor

• Add assigned_staff_id on document
• Fix national and international phone numbers for contacts and companies.

[2.179.0] - 2025-02-18

Minor

• add GET check labels endpoint
• add check_label_id in input/output of estimate/invoice

[2.178.0] - 2025-02-06

Minor

• Adding analytic code max length
• Add analytic code on document

[2.177.0] - 2025-02-05

Minor

• add invoicing/delivery address embed in invoice endpoints
• add endpoint for get payment terms

[2.176.0] - 2025-02-03

Minor

• add vat_mode and vat_mention on estimates and invoices
• add new endpoint for get bank accounts
• add bank accounts in progress invoice metadata
• add eco_tax_id field in input/output of Estimate and Invoice endpoints
• add eco_tax_id field in input/output of ProgressInvoice endpoints
• add payment_method_ids field in input/output of ProgressInvoice endpoints
• add payment_method_ids field in input/output of Invoice endpoints
• add payment_methods in progress invoice metadata endpoint

[2.175.1] - 2025-01-27

Minor

• Technical optimizations

[2.175.0] - 2025-01-23

Minor

• Technical optimizations

[2.174.0] - 2025-01-22

Minor

• Technical optimizations

[2.173.0] - 2025-01-22

Minor

• Technical optimizations

[2.172.0] - 2025-01-22

Minor

• Technical optimizations

[2.171.0] - 2025-01-20

Minor

• Technical optimizations

[2.170.0] - 2025-01-09

Minor

• Technical optimizations

[2.169.0] - 2025-01-06

Minor

• Technical optimizations

[2.168.0] - 2024-12-17

Minor

• Adding document note max lenght

[2.167.0] - 2024-12-17

Minor

• Technical optimizations

[2.166.0] - 2024-12-16

Minor

• Technical optimizations

[2.165.0] - 2024-12-09

Minor

• Technical optimizations

[2.164.0] - 2024-12-04

Minor

• add in_app reminder in tasks

[2.163.0] - 2024-11-26

Minor

• Add new property 'private_mode' on update email settings

[2.162.0] - 2024-11-22

Minor

• For endpoint GET /settings/email, add new prop "private_mode" on output

[2.161.0] - 2024-11-08

Minor

• For acl embed, add new acl "update_email_privacy"

[2.160.0] - 2024-11-07

Minor

• Add embeds for GET Companies contact endpoint
• Fix an issue for item "is_name_included_in_description" option was not taken into account on sales documents

[2.159.0] - 2024-10-18

Minor

• Technical optimizations

[2.158.0] - 2024-10-14

Minor

• Technical optimizations

[2.157.0] - 2024-10-14

Minor

• Prevent the update of the same custom field sent multiple time
• Add examples to purchase_amount field on document endpoints

[2.156.0] - 2024-10-11

Minor

• Technical optimizations

[2.155.0] - 2024-10-10

Minor

• add reminders on phonecalls
• Open Deposits Invoices endpoints in beta

[2.154.0] - 2024-10-08

Minor

• Technical optimizations

[2.153.0] - 2024-10-07

Minor

• Add item name maximum length

[2.152.0] - 2024-10-07

Minor

• Technical optimizations

[2.151.0] - 2024-09-26

Minor

• Technical optimizations

[2.150.0] - 2024-09-25

Minor

• Technical optimizations

[2.149.0] - 2024-09-24

Minor

• Technical optimizations

[2.148.0] - 2024-09-24

Minor

• Technical optimizations

Fix

• add new row type 'deposit' in response of Get Invoice

[2.147.0] - 2024-09-16

Minor

• Technical optimizations

[2.146.0] - 2024-09-06

Minor

• Add 'invoice' and 'estimate' filters in activities/seach endpoint

[2.145.0] - 2024-09-04

Minor

• Technical optimizations

[2.144.0] - 2024-08-27

Minor

• Technical optimizations

[2.143.0] - 2024-08-12

Minor

• add default phone call label in activities meta

[2.142.0] - 2024-08-01

Minor

• New endpoint to list and search GoCardless mandates

[2.141.0] - 2024-08-01

Minor

• add reminders property to task endpoints

[2.140.0] - 2024-07-23

Minor

• Add endpoint to get declinations prices

[2.139.0] - 2024-07-09

Minor

• Technical optimizations

[2.138.0] - 2024-06-27

Minor

• Technical optimizations

[2.137.0] - 2024-06-24

Minor

• Add character limit for field "reference" on endpoint POST /companies and PUT /companies/id

[2.136.0] - 2024-06-20

Minor

• Technical optimizations

[2.135.0] - 2024-06-17

Minor

• On Sellsy subscription, payment_method can contain 'none'

[2.134.0] - 2024-06-17

Minor

• Add new filter "archived" for endpoint GET /search

[2.133.0] - 2024-06-10

Minor

• Technical optimizations

[2.132.0] - 2024-06-05

Minor

• add new filter country code and postal code on individual
• Adding the advanced status to the Update Estimate status endpoint

[2.131.0] - 2024-05-16

Minor

• Technical optimizations

[2.130.0] - 2024-05-07

Minor

• add owner embed for companies, individuals and contacts endpoints

[2.129.0] - 2024-04-24

Minor

• Add new deposits embed to invoices endpoints
• Add tax id field on list item declinations endpoint

[2.128.0] - 2024-04-17

Minor

• Add property "unknown" for result in phone-calls endpoint

[2.127.0] - 2024-04-04

Minor

• Technical optimizations

[2.126.0] - 2024-03-27

Minor

• add priority in calendar events endpoints
• add priority in phone calls endpoints

[2.125.0] - 2024-03-20

Minor

• make property country on address model nullable
• Add missing category_id field on items endpoints

[2.124.0] - 2024-03-06

Minor

• Add endpoint to list item declinations
• Add new filter postal code and country code on company and contacts

[2.123.0] - 2024-02-22

Minor

• Technical optimizations

[2.122.0] - 2024-02-20

Minor

• Add endpoint to update estimate status
• Add a new endpoint for accounting code deletion

[2.121.0] - 2024-02-14

Minor

• Add field is_declined in get item endpoint
• Add 4 properties to subscriptions : first payment date and 3 counters (total, generated and remaining)
• Add minimum to owner_id on all endpoints

[2.120.0] - 2024-02-07

Minor

• Technical optimizations

[2.119.0] - 2024-01-24

Minor

• Add a new output field for rows type single, catalog and shipping/packaging on invoices
• Add a new output field for rows type single, catalog and shipping/packaging on estimates
• Add a new output field for rows type single, catalog and shipping/packaging on credit notes
• Add a new output field for rows type single, catalog and shipping/packaging on orders
• Add a new output field for rows type single, catalog and shipping/packaging on document models
• Add property is_optional on update existing rows on documents
• Add a new output field for notifications

[2.118.0] - 2024-01-15

Minor

• Add a new output field for the company and individual type on the endpoint search

[2.117.0] - 2024-01-12

Minor

• Add property invoicing address id and delivery address id on create invoice and create order

[2.116.0] - 2024-01-12

Minor

• Add property "shipping_date" for invoice estimate and order endpoints

[2.115.0] - 2024-01-12

Minor

• Technical optimizations

[2.114.0] - 2024-01-10

Minor

• Fix related contact on order, invoice and credit note
• remove required on geocode on addresses endpoints
• Add on staff endpoint acl embed, acl to update and delete estimates
• Add on staff endpoint acl embed, acl to view items
• Add on staff endpoint acl embed, acl to view tickets
• Add on staff endpoint acl embed, acl to view deliveries
• Add on staff endpoint acl embed, acl to view proformas
• Add on staff endpoint acl embed, acl to view purchase invoices, credit notes, deliveries, orders
• Add endpoint PUT ./discount-incl-taxes/{id}
• Add endpoint GET ./discount-incl-taxes/{id}
• change the name of the items property to type of entity object on search endpoints
• Add endpoint DELETE ./discount-incl-taxes/{id}
• Add a new endpoint POST /accounting-codes to create accounting code
• Add field is_sent_to_accounting to input invoice and credit-note

[2.113.0] - 2023-12-21

Minor

• Add embed discount_incl_taxes for documents endpoints
• Update max length to filed description of entity discount-incl-taxes

[2.112.0] - 2023-12-13

Minor

• Add filter is_required for endpoint POST ./custom-fields/search

[2.111.0] - 2023-12-06

Minor

• Add new endpoint POST /discount-incl-taxes for create a discount including taxes
• Add analytic code on items

[2.110.0] - 2023-11-27

Minor

• add working days in activities meta
• Add 'computed' property for email settings signature item

[2.109.0] - 2023-11-22

Minor

• Add subscription_id when an invoice comes from a subscription

[2.108.0] - 2023-11-15

Minor

• Technical optimizations

[2.107.0] - 2023-11-09

Minor

• add working days in activities meta

[2.106.0] - 2023-11-07

Minor

• Technical optimizations

[2.105.0] - 2023-11-02

Minor

• Technical optimizations

[2.104.0] - 2023-10-18

Minor

• Add option single_login on OAuth client, to invalide previous access token for user when generating a new one
• Add new endpoint DELETE /invoices/{invoiceId}/primes/{primeId} for unlink a prime from an invoice
• Add new endpoint DELETE /estimates/{estimateId}/primes/{primeId} for unlink a prime from an estimate
• Add new endpoint DELETE /orders/{orderId}/primes/{primeId} for unlink a prime from an order
• Add new endpoint DELETE /credit-notes/{creditNoteId}/primes/{primeId} for unlink a prime from a credit note

[2.103.0] - 2023-10-12

Minor

• Technical optimizations

[2.102.0] - 2023-10-12

Minor

• Technical optimizations

[2.101.0] - 2023-10-04

Minor

• Update get-email-thread endpoint for add new fields
• Add email settings connection information

[2.100.0] - 2023-09-26

Minor

• Add email recipients on subscriptions
• check quotas on rate categories and invoices creation

[2.99.0] - 2023-09-20

Minor

• Add new endpoint POST /invoices/{invoiceId}/primes/{primeId} for link a prime to an invoice
• Add new endpoint POST /estimates/{estimateId}/primes/{primeId} for link a prime to an estimate
• Add new endpoint POST /orders/{orderId}/primes/{primeId} for link a prime to an order
• Add new endpoint POST /credit-notes/{creditNoteId}/primes/{primeId} for link a prime to a credit note

[2.98.0] - 2023-09-20

Minor

• Technical optimizations

[2.97.0] - 2023-09-12

Minor

• Add note field on sales documents endpoints
• declare new quota document_invoices available
• Add endpoint GET ./primes
• Add service_start_date, service_end_date and options properties for marketing subscriptions embed on GET staff endpoint

[2.96.0] - 2023-09-07

Minor

• Technical optimizations

[2.95.0] - 2023-09-06

Minor

• Add new embed "features" for get staff endpoint
• declare new quota rate_categories available

[2.94.0] - 2023-09-04

Minor

• Add marketing subscription on staff
• Deprecating document property on GET & SEARCH accounting-journal endpoint
• Adding new property documents for bank journal
• Add new endpoint POST /email/send
• Adding new export accounting journal parameter (documents.linked) for the new column
• Staff endpoints may return an error, depending on the subscription level
• expose more quota types
• declare new quota catalog_items available

[2.93.0] - 2023-08-23

Minor

• Add a company/individual filter to subscriptions endpoint

[2.92.0] - 2023-08-09

Minor

• add detail to description for HTTP code 402

[2.91.0] - 2023-08-02

Minor

• Add new endpoint GET /documents/models/tags to get all tags that could be used on a document model
• declare new quotas available on your subscription on get./quotas endpoint : bank_account_reconciliations, documents, file_storage, recurring, report_cards

[2.90.0] - 2023-07-26

Minor

• add field features for GET /settings/subscription

[2.89.0] - 2023-07-20

Minor

• Adding new purchase_amount field on every item endpoints
• add field service_dates in input for documents order/invoice/credit-note/estimate
• add field service_dates in output for documents order/invoice/credit-note/estimate

[2.88.0] - 2023-07-18

Minor

• Add new endpoint PUT /credit-notes/{id} to update a credit note
• Add new endpoint POST /credit-notes to create a credit note
• Add new endpoint POST /credit-notes/compute to compute a credit note
• Add new endpoint POST /credit-notes/{id}/smart-tags to link smart tag to a credit note
• Add new endpoint POST /credit-notes/{id}/validate to validate a credit note
• Add new endpoint GET /credit-notes/{id}/invoices to list invoices linked to a credit note
• Add new endpoint POST /invoices/compute to compute an invoice
• Add new endpoint GET /invoices/{id}/credit-notes to list credit note linked to an invoice
• Add new endpoint POST /invoices/{id}/smart-tags to link smart tags to an invoice
• Add new endpoint POST /orders/{id}/smart-tags to link smart tags to an order
• Add new endpoint GET /orders/{id}/smart-tags to list smart tags to an order

[2.87.0] - 2023-06-26

Minor

• Add new endpoint PUT /credit-notes/{id} to update a credit note
• Add new endpoint POST /credit-notes to create a credit note
• Add new endpoint POST /credit-notes/compute to compute a credit note
• Add new endpoint POST /credit-notes/{id}/smart-tags to link smart tag to a credit note
• Add new endpoint POST /credit-notes/{id}/validate to validate a credit note
• Add new endpoint GET /credit-notes/{id}/invoices to list invoices linked to a credit note
• Add new endpoint POST /invoices/compute to compute an invoice
• Add new endpoint GET /invoices/{id}/credit-notes to list credit note linked to an invoice
• Add new endpoint POST /invoices/{id}/smart-tags to link smart tags to an invoice
• Add new endpoint POST /orders/{id}/smart-tags to link smart tags to an order
• Add new endpoint GET /orders/{id}/smart-tags to list smart tags to an order

[2.86.0] - 2023-06-13

Minor

• Add new endpoint PUT /invoices/{id}/custom-fields to update custom fields of an invoice
• Add new endpoint GET /orders/{id}/custom-fields to list custom fields of an order
• Add new endpoint PUT /orders/{id}/custom-fields to update custom fields of an order
• Add new endpoint PUT /credit-notes/{id}/custom-fields to update custom fields of a credit note

[2.85.0] - 2023-06-06

Minor

• text attribute is no more required for comment and title document rows

[2.84.0] - 2023-05-30

Minor

• Add endpoint PUT./documents/models/{id} for update a model

[2.83.0] - 2023-05-23

Minor

• Technical optimizations

[2.82.0] - 2023-05-11

Minor

• The field due_date of /PUT opportunites/{id} can be nullable

[2.81.0] - 2023-05-02

Minor

• Add new endpoint POST /documents/models to create new model
• Add new endpoint GET /documents/models to list all models
• Add new endpoint GET /documents/models/id to get one model
• Add new endpoint POST /documents/models/{id}/convert to convert a model to a document
• Add new endpoint GET /documents/models/tags to get all tags that could be used on a document model
• Add new endpoint POST /subscriptions to create a new subscription
• Add new endpoint GET /subscriptions to get all subscriptions
• Add new endpoint GET /subscriptions/search to search subscriptions with filters
• Add new endpoint DELETE /subscriptions/id to delete subscription
• Add new endpoint GET /subscriptions/id to get one subscription
• Add new endpoint PATCH /subscriptions/{id}/payment-installments to add payment installment to one subscription
• Add new endpoint GET /subscriptions/{id}/payment-installments to get all payment installments to one subscription
• Add new endpoint GET /subscriptions/{id}/payment-installments/search to get payment installments to one subscription with filters

[2.80.0] - 2023-04-11

Minor

• Technical optimizations

[2.79.0] - 2023-04-04

Minor

• Add new endpoint GET /subscriptions/payment-installments to get all payment installments
• Add new endpoint POST /subscriptions/payment-installments/search to search payment installments
• Add new endpoint GET /directories/id to retrieve directory informations
• Create or update a directory now return a full directory schema
• Add description property on directory schema
• Add a new filter 'is_linked', on contacts search endpoint, to filter contact according to whether or not they are related to companies and individuals
• Add endpoints to manage payments (list, fetch, search delete)
• Add endpoints to create payment on a company or an individual
• Add endpoints to link and unlink payment to an estimate
• Add endpoints to link and unlink payment to an invoice
• Add endpoints to link and unlink payment to a credit note
• Add possibility to update existing rows for credit note
• Deprecated field "public_link" and add field "public_link_enabled" to replace it
• Update filter mobile name "mobile_phone" to "mobile_number"

[2.78.0] - 2023-03-28

Minor

• Change description of create invoice : for Company & Individual, only client type is allowed
• Add new endpoint PATCH /files/{id} to move a file to another directory or entity
• Add new endpoints GET & POST /orders/id/files to manage files on an document order
• Add new return code for partial return when Gocardless is unreachable
• Remove query parameters fields on compute document endpoints, which is not managed
• Add new endpoints POST and DELETE /credit-notes/id/invoices/id to manage links between those 2 document types
• Add new endpoints POST and DELETE /invoices/id/credit-notes/id to manage links between those 2 document types

Fix

• Fixed a problem with schema formatting

[2.77.1] - 2023-03-22

Fix

• Fixed a problem with schema formatting

[2.77.0] - 2023-03-21

Minor

• Add new endpoint DELETE /orders/{documentId}/payments/{paymentId} to unlink a payment from an order
• Add new endpoint POST /orders/{documentId}/payments/{paymentId} to link a payment from an order
• Add new endpoint GET /orders/{id}/payments to get payments from an order
• Add new endpoint GET /orders/search to search orders
• Add new endpoint PUT /orders/{id} to update an order
• Add new endpoint GET /orders/{id} to get an order
• Add new endpoint POST /orders/compute to compute an order
• Add new endpoint POST /orders to create a new order
• Add new endpoint GET /orders to get all orders
• Add new related type on create/update task and calendar event
• Add new endpoint DELETE /files/id to delete a file
• Add new endpoint GET /files/id to get a file
• Add new endpoint POST /directories to create directory
• Add new endpoint DELETE /directories/id to remove a directory
• Add new endpoint PUT /directories/id to update a directory
• Add new endpoint GET /companies/id/files to get all files and directories of a company
• Add new endpoint GET /contacts/id/files to get all files and directories of a contact
• Add new endpoint GET /individuals/id/files to get all files and directories of an individual
• Add new endpoint GET /opportunities/id/files to get all files and directories of an opportunity
• Add new endpoint GET /estimates/id/files to get all files and directories of an estimate
• Add new endpoint GET /invoices/id/files to get all files and directories of an invoice
• Add new endpoint GET /credit-notes/id/files to get all files and directories of a credit note
• Add new endpoint GET /directories/id/files to get all files and directories of a directory

[2.76.0] - 2023-03-14

Minor

• Add new field "created" for embed account on GET staff endpoint
• On POST opportunities endpoint, block if same staff is assigned multiple times

[2.75.0] - 2023-03-07

Minor

• Technical optimizations

[2.74.0] - 2023-03-01

Minor

• Add rate_category_id property in input of document creation
• Add rate_category_id property in the response scheme of a document
• Add on staff endpoint acl embed, acl for document models
• Add on staff endpoint acl embed, acl for subscriptions

[2.73.0] - 2023-02-21

Minor

• Add new field parent on doc creation endpoint
• Add filter on items search to restrict on item type

[2.72.0] - 2023-02-21

Minor

• Technical optimizations

[2.71.0] - 2023-02-14

Minor

• Technical optimizations

[2.70.0] - 2023-02-07

Minor

• deprecation for 2 fields on output compute endpoints
• add rows on output compute order endpoint
• New endpoints to manage and list custom fields for an estimate

[2.69.0] - 2023-02-01

Minor

• Technical optimizations

[2.68.1] - 2023-01-27

Fix

• Fix response format for accounting journal meta endpoint

[2.68.0] - 2023-01-20

Minor

• Update the /batch endpoint to be used publicy

[2.67.0] - 2023-01-17

Minor

• add new acl for invoices endpoints
• Add max length on emails in custom fields

[2.66.0] - 2023-01-11

Minor

• Add property is_active in the body schema of update staff endpoint
• Fields activated_at and activated_by of Retrieve invoicing conformity state become nullable
• Fields depreciation for rows shipping and packaging on documents
• Add missing filter on invoice search endpoint
• Add order field on id and name on staffs list endpoint
• add parent type 'order' on invoice create endpoint

[2.65.0] - 2022-12-20

Minor

• Add payment controls on Staff ACL embed

[2.64.0] - 2022-12-13

Minor

• Add event_details to notifications endpoint
• Remove required fields invoicing_address_id and delivery_address_id from estimate compute endpoint
• Add embed payment_terms on estimate endpoints

[2.63.0] - 2022-12-06

Minor

• Add new endpoints get./companies/favourite-filters to list favourite filters
• Add new endpoints get./individuals/favourite-filters to list favourite filters
• Add new endpoints get./contacts/favourite-filters to list favourite filters
• Add new endpoints get./estimates/favourite-filters to list favourite filters
• Add new endpoints get./invoices/favourite-filters to list favourite filters
• Add new endpoints get./credit-notes/favourite-filters to list favourite filters
• Add new endpoints get./opportunities/favourite-filters to list favourite filters
• Add new endpoints get./items/favourite-filters to list favourite filters
• Add filter favourite_filter on search companies endpoint
• Add filter favourite_filter on search individuals endpoint
• Add filter favourite_filter on search contacts endpoint --minor
• Add filter favourite_filter on search estimates endpoint --minor
• Add filter favourite_filter on search invoices endpoint --minor
• Add filter favourite_filter on search creditnotes endpoint --minor
• Add filter favourite_filter on search items endpoint --minor
• Add filter favourite_filter on search opportunities endpoint --minor
• Clarify the documentation of "how to link a smart-tag to entity"
• Add new endpoint get./orders/favourite-filters to list favourite filters
• Add filter favourite_filter on search orders endpoint
• remove field is_deposit from input create invoice and add is_deposit field in output
• Add filter is_deposit for credit-note and field is_deposit in output
• Add orders control on staff acl embed

[2.62.0] - 2022-11-22

Minor

• add property subject on credit note output, and remove nullable attribute on rows property on documents output
• Add endpoint to validate an invoice into due status

[2.61.0] - 2022-11-15

Minor

• Added ticket type to search endpoint
• Added redactor types to search endpoint

[2.60.0] - 2022-11-08

Minor

• Add property 'parent' on invoice create body and in invoice output schema
• Adding new DELETE /smart-tags/{id} endpoint
• add new param order_reference for endpoint invoices

[2.59.0] - 2022-11-07

Minor

• Add mimetype support video/quicktime on file import endpoints

[2.58.0] - 2022-11-02

Minor

• Added GET route for custom languages
• add rank order and acl embed on taxes endpoint
• add new endpoint POST /taxes
• add new endpoint GET+PUT+DELETE /taxes/{id}
• add query parameter include_ecotax to taxes endpoint
• add embed translations to taxes endpoint
• add new endpoint GET /rate-categories
• add new endpoint POST /rate-categories
• add new endpoint GET+PUT+DELETE /rate-categories/{id}

[2.57.0] - 2022-10-11

Minor

• Technical optimizations

[2.56.0] - 2022-10-04

Minor

• add new field payment_conditions_acceptance for estimate
• Remove the 'contact' related of input invoices route

[2.55.0] - 2022-09-27

Minor

• add verify query parameter to PUT /companies & PUT /individuals endpoints
• Added new roles list object to contacts metadata endpoint
• Add amounts.total_primes_incl_tax in document output endpoints
• Adding new roles field to 'Link a contact at one company' endpoint
• Added new endpoint for updating contact roles when linked to a company
• Opened file upload endpoints to public beta

[2.54.0] - 2022-09-20

Minor

• Enable delegated oauth clients
• Add route for update api client
• Added max length on contact first name
• Added max length on company name
• Add new acls on staffs for Files management
• block update number to invoice when conformity is on
• Add is_archived property on output for items endpoint
• Add filter id on companies and individuals search endpoints
• New field decimal_number in output of invoices
• New field assigned_staff_id in output of invoices
• Rewording related field description on estimates and invoices endpoints
• New field contact_id in output of invoices
• New fields invoicing_address_id/delivery_address_id in output of invoices
• pass endpoint create and update invoices from private to public

[2.53.0] - 2022-09-14

Minor

• Enable delegated oauth clients
• Add route for update api client
• Added max length on company name

[2.52.0] - 2022-09-12

Minor

• Technical optimizations

[2.51.0] - 2022-09-06

Minor

• Expose property updated_at on individuals: on output ; order for list endpoints ; available filter on search
• New endpoint DELETE /items/{id} to delete an item or service

[2.50.0] - 2022-08-31

Minor

• Add route /POST items
• On output items, remove required on name field
• On output items, add required on reference field
• Add route /PUT items
• New field and order due_date for the invoices
• Add properties on item endpoints : standard_quantity, description, is_name_included_in_description, accounting_code_id, accounting_purchase_code_id

[2.49.0] - 2022-08-23

Minor

• Add order by amount for /POST invoices/search and /GET invoices
• Add order by amount for /POST estimates/search and /GET estimates
• Add order by amount for /POST credit-notes/search and /GET credit-notes
• Add filter is_deposit on route POST /invoices/search

[2.48.0] - 2022-08-09

Minor

• edit rate category amount for an item

[2.47.0] - 2022-08-02

Minor

• Technical optimizations

[2.46.0] - 2022-07-26

Minor

• add prices list for item
• update owner id on individual and company
• add owner_id to contact

[2.45.0] - 2022-07-20

Minor

• Add the properties id and type required for input related of opportunities
• wording of sku_id

[2.44.0] - 2022-07-12

Minor

• add is_deposit in invoice

[2.43.0] - 2022-07-05

Minor

• add verify query parameter on comment creation
• allow to handle civility on individuals
• add aggregation count_by_status on search estimates endpoint
• Add created field in request body of estimate, invoice, creditnote creation endpoints
• Add created field in request body of contact creation endpoint

[2.42.0] - 2022-06-28

Minor

• delete input properties invoicing_address_id and delivery_address_id on estimate endpoints
• add countries endpoint
• add new endpoint GET /fiscal-years
• added ownerid on the update route for opportunities
• add related_object property on custom fields endpoint
• add property updated_at in output on companies endpoints, and allow to order & search on this field
• Add created field in request body of calendar event creation endpoints
• Add created field in request body of task creation endpoints
• Add missing query parameters on list and search staffs endpoints

[2.41.0] - 2022-06-21

Minor

• Add required for timetracking on comments
• Add created field in request body of individuals and companies creation endpoints
• Update on get./items/id output schema, depreciate reference_price and price_excl_tax, add new properties reference_price_taxes_inc and reference_price_taxes_exc and currency
• New endpoint GET /items and POST /items/search
• Add created field in request body of opportunity creation endpoint
• can order opportunity by due_date
• add endpoint GET /credit-notes/{id}/invoices
• Add created field in request body of comment creation endpoint
• replace company/individual keys by companies/individuals on accounting journal endpoints
• add invoice, estimate and credit note as task related

[2.40.0] - 2022-06-07

Minor

• Add new field marketing in contact metadata endpoint
• Delete additional_property_false on individuals schema, for being compliant with unit test on backward compatibilty
• Add embed smart_tags on invoices and creditnotes endpoints
• Staff schema can now be restricted, depends on current user permissions on staffs visibility

[2.39.0] - 2022-06-02

Minor

• Change amount format of opportunities aggregations. Amount field is now an object with value and currency properties
• add missing field firstname/lastname in output of staff endpoints

[2.38.0] - 2022-05-18

Minor

• Add order step_rank on opportunities list endpoints
• Add new endpoint patch./opportunities/step-rank
• Adds open beta for read-only endpoints of invoices and credit notes

[2.37.0] - 2022-05-03

Minor

• Add renew cart on settings/subscription
• New endpoint GET /settings/email
• New endpoint PUT /settings/email
• New endpoint GET /settings/email/tags
• Add acl can_validate_invoices on staff embed acl
• add field tax_id for single and catalog row update schema. Add deprecated on tax field
• Order numero in estimates list endpoints is now deprecated. Use number instead
• Add invoices on acl embed for staff endpoint

[2.36.0] - 2022-04-26

Minor

• Add the embed smart_tags for entities companies/individuals/contacts/opportunities/estimates

[2.35.0] - 2022-04-21

Minor

• Add cashflow external subscription on staff embed

[2.34.0] - 2022-04-20

Minor

• Add embedded custom-field to route GET/POST and the route end by /search for entity Company/Contact/Individual/Opportunity/Estimate
• Add embed related + company + individual + contact on credit-note endpoints
• Add filter status on post./credit-notes/search

[2.33.0] - 2022-04-12

Minor

• Add filter status on post./invoices/search
• Add cashflow subscription on staff embed
• Add property rows on get./invoices/id

[2.32.0] - 2022-04-05

Minor

• When create/update a company, allow 5-6 chars on ape_naf_code

[2.31.0] - 2022-03-29

Minor

• Technical optimizations

[2.30.0] - 2022-03-24

Minor

• Add an create cashflow ACL on the staff route

[2.29.0] - 2022-03-22

Minor

• Add number field for create-opportunity endpoint
• Add owner_id field for create-opportunity endpoint
• Add sync field on individual endpoints
• Add missing field last_name on contacts list endpoint
• add invoices on acl embed for staff endpoint
• New endpoints GET+PUT /invoices/{id}/custom-fields
• Expose embed acl on /invoices endpoints
• Add polymorph format for filter type for search endpoints of companies and individuals now it can be an array of string and a simple string

Fix

• Add an cashflow ACL on the staff route

[2.28.1] - 2022-03-18

Fix

• Add an cashflow ACL on the staff route

[2.28.0] - 2022-03-17

Minor

• Technical optimizations

[2.27.0] - 2022-03-15

Minor

• add fields total in row with discount
• add global discount field in the compute estimate endpoint
• Handle partial response status code for crm activities search
• new aggregation on amounts on opportunities
• add is_default property to opportunity categories
• Use dictionary for the events field of get-webhook-events endpoint
• Add scopes for invoices
• Delete additional_property:false on individuals schema
• Add scopes for embed objects in descriptions. Also allow all embedded objects to be null in case the scopes are not respected.
• Add information about the administrator role on the Profile schema
• Add the Profile as an embedded object on the get-staff endpoint
• Add the User as an embedded object on the get-staff endpoint
• Add the Account as an embedded object on the get-staff endpoint

Fix

• Increases the lifetime of access token to 24h
• Add of a scope for access to the API v1

[2.26.0] - 2022-03-07

Minor

• Delete additional_property:false on individuals schema

[2.25.0] - 2022-03-07

Minor

• Add route /GET for get list of smart tags for an individual
• Add route /POST for link a list of smart tag to an individual
• Change the schema for the routes /[companies/contacts]/{id}/smart-tags and /smart-tags/{linkedtype}/autocomplete
• Add new field marketing_campaigns_subscriptions in input/output of create/update/get Contact, Company, Individual endpoints
• Fix: use calendars.read scope on get-calendar-events instead of tasks.read

Fix

• better document aggregation limitation on estimates

[2.24.0] - 2022-03-02

Minor

• Add route /GET for get list of smart tags for an individual
• Add route /POST for link a list of smart tag to an individual
• Change the schema for the routes /[companies/contacts]/{id}/smart-tags and /smart-tags/{linkedtype}/autocomplete

[2.23.0] - 2022-02-28

Minor

• Technical optimizations

[2.22.0] - 2022-02-24

Minor

• allow to filter opportunities by status

[2.21.0] - 2022-02-15

Minor

• Technical optimizations

[2.20.2] - 2022-02-09

Fix

• Add beta flag on /[companies/contacts]/{id}/smart-tags and /smart-tags/{linkedtype}/autocomplete endpoint

[2.20.1] - 2022-02-02

Fix

• revert breaking change

[2.20.0] - 2022-02-01

Minor

• Add embed sources on GET /opportunities/categories endpoint
• Add name+permission in return value of customfield company/staff/product/contact endpoint

Fix

• Change related field from object to array on /estimates/compute endpoint

[2.19.0] - 2022-01-26

Minor

• Technical optimizations

[2.18.0] - 2022-01-25

Minor

• Add new endpoint for GET accounting journals
• Add field is_setup to index sync_provider

[2.17.0] - 2022-01-21

Minor

• New endpoint GET /notifications + POST /notifications/search
• New endpoint DELETE /notifications/{id}
• New endpoint PATCH /notifications/{id}/mark-as-read

Fix

• Added staff type to search endpoint
• Add new field mentioned_staffs_ids in input of create comment endpoint
• New endpoint GET /notifications/settings
• New endpoint PUT /notifications/settings
• Add new nullable attribute timetracking in input + output, on /comments endpoint
• Add do-no-disturb field on GET and PUT /notifications/settings
• Add new available relatedtype to link when creating a comment
• Add new filter entity on activities + timeline - to filter on a specific entity
• Add new field _type for phone calls related embed

[2.16.0] - 2022-01-11

Minor

• Add phone calls in embed ACL to staff endpoints
• Add /opportunities/steps/search route to search steps for all pipelines

Fix

• Remove embed aggregations for single result in opportunity endpoint
• Add id filter for steps on steps search endpoints
• Add support of multiple relations for Phone calls: remove the max limit of related objects

[2.15.0] - 2022-01-05

Minor

• Add route /GET for fetch listing of smart-tags in company
• Add route /GET for fetch listing of smart-tags in contact
• Add route /POST for update the smart-tags to a company
• Add route /GET for autocomplete in smart tags
• Add scope smart-tags.read
• Add scope smart-tags.write

Fix

• Add filter siret on companies
• Added order "created" to opportunity endpoint

[2.14.0] - 2021-12-22

Fix

• Update /search endpoint schema
• Add new intercom_hash embed on staffs routes

[2.13.0] - 2021-12-16

Minor

• Remove endpoints for accounting-journals

[2.12.0] - 2021-12-14

Minor

• New endpoint for get sells accounting journal
• Add firmsearch field for route metadata company

Fix

• Added "staff" type to search endpoint

[2.11.0] - 2021-12-13

Minor

• Add route for manage oauth clients
• Add Authorization Code and Client Credential Flow
• Deprecate the routes of personal access token

[2.10.0] - 2021-12-09

Minor

• Add business_segment field on Company endpoints
• Add number_of_employees field on Company endpoints

[2.9.1] - 2021-12-01

Added

• Added field discount.type on Estimates GET endpoints

[2.9.0] - 2021-11-23

Added

• Add route for get metadata of company
• Add order on /accounts/documents
• New endpoint POST /batch
• Add field "price_excl_tax" to route /GET item/{id}
• New endpoint POST /staffs/search

[2.8.1] - 2021-11-16

Added

• Add new parameters verify

[2.8.0] - 2021-10-12

Added

• Add color property on event+task+phonecall label item
• Add aggregation "aggregations.by_author_and_label" on activities endpoint
• Add documents (subcription) for account

[2.7.0] - 2021-10-05

Added

• Add new opportunities aggregation : number_by_pipeline_and_step
• Add order by expiry_date for estimates list & search
• add filter 'assigned_staffs' on opportunities endpoints
• Added third type to return value of CustomFields 'company-individuals'

[2.6.1] - 2021-09-28

Added

• Reorganize documentation menu
• Documented phonecall "due_date" filter

[2.6.0] - 2021-09-14

Added

• Expose partial content on GET /emails/{id} if the email provider encounter an issue
• Add support for opportunities aggregations

[2.5.0] - 2021-09-08

Added

• Add 'preferences_calendar' embed in staff endpoint

[2.4.2] - 2021-09-02

Added

• Fix comment's owner schema in embed response : unique object instead of a list of objects
• Add context in Error

[2.4.1] - 2021-08-24

Added

• Added orders "name" and "created_at" for endpoint "Contact list" and "Search Contact"
• Allow to filter on contact id on /contacts/search

[2.4.0] - 2021-08-17

Added

• Allow to assign licenses at staff creation/update
• Add order for permission profil list
• Add shipping and packaging totals to the exposed amounts in estimates

[2.3.0] - 2021-08-10

Added

• Add new embed license on staff endpoints
• New endpoint PUT /staff/{id}/licenses
• New route GET /quotas
• New endpoint PUT for /opportunities/{id}/custom-fields
• New endpoint PUT for /individuals/{id}/custom-fields
• New endpoint PUT for /contacts/{id}/custom-fields
• Add new route for delete staff subscription

Fix

• Fix bad output schema on POST /search

[2.2.0] - 2021-08-04

Added

• New endpoint GET /settings/subscription
• Add description on the usage of aggregations for CRM activities endpoint

[2.1.1] - 2021-07-28

Added

• Added new route "/email/domain/validate"
• Add declination_id to row (write/read)
• Estimate response, property "related" now includes "opportunity" linked
• Search estimates, add value 'opportunity' in 'related_objects' filter

[2.1.0] - 2021-07-06

Added

• Add "taxes" entry for estimate endpoints
• Add aggregation field for amount sum by status in estimate search endpoint
• Add currency filter in estimate search endpoint

[2.0.0] - 2021-06-29

Added

• Create API v2
• Create base documentation
• New endpoint PUT estimate
• New endpoint GET Currency
• Add route get custom-fields of contacts
• Add new route for GET individuals custom-fields
• Add new route for GET opportunities custom-fields
• New entry point for email domain DNS authentication
• New endpoint Get Emails Thread
• Add profile endpoints
• Add new route for create estimate
• Add new route for compute estimate
• Add new endpoint for GET units
• New entry points for payment means
• Add POST estimates/search route to get an filtered estimate list
• Add POST estimates route to create estimate
• Add doc row schema
• Add POST estimates/compute to compute estimates
• Add GET estimate/{id} route to get a unique estimate by id
• Add GET estimates route to get an estimate list
• New Endpoint GET custom fields
• Add item declination in search endpoint
• Add item in search endpoint
• Add purchases in search endpoint
• New endpoint POST /phone-calls for create phonecall
• New endpoint POST /phone-calls/search for search phonecall
• New endpoint DELETE /phone-calls/{id} for delete phonecall
• New endpoint PUT /phone-calls/{id} for update phonecall
• New endpoints to extract and manipulate comments
• New entry points for webhooks (get, create, update, list, delete, list events)
• New Endpoint GET email
• Add calendar event endpoint
• Add endpoints to fetch tasks and calendar events labels
• Added Opportunity Sources API endpoints (listing, searching, category listing)
• Added new endpoint GET /opportunities/categories to retrieve opportunities categories
• Added new endpoint GET /opportunities/categories/:id to retrieve a given opportunity category
• Add new endpoint POST /activities/search
• Add new endpoint POST /timeline/{type}/{id}/search
• add new endpoint GET /staffs
• New endpoint search
• Add new endpoint GET /contacts/:id/companies for retrieve linked companies for a given contact
• New endpoint to retrieve a company's contacts
• New endpoint to retrieve an individual's contacts
• New entry points for opportunity pipeline steps (list & search)
• New entry points for tasks (get, create, update, list & search)
• New entry points for opportunity pipelines (list & search)
• Add new endpoints (POST/DELETE) for link a contact to a company
• New entry points for opportunities (get, create, update, list & search)
• New entry point for invoicing conformity state
• New entry points for companies (get, create, update, list & search)
• New entry points for company address (get, create, update, list)
• New entry points for listing metas
• New entry points for activity
• New entry points for custom activity (get,create, update, delete, list)
• New entry points for manage personal access tokens
• New entry points for get list of scopes
• New entry points for accounting codes (list and search)
• New entry points for purchase invoices OCR (list, search)
• New entry points for accounting codes (list and search)
• New entries points for purchase invoices OCR (list, search)