Universal Company Details CRM: Methods Overview

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Company requisites are details that allow for the precise identification of an organization. Every officially registered company has a set of such data, including: name, legal address, Taxpayer ID, OGRN, KPP, OKPO code, OKVED code, and others.

Quick navigation: All Methods

User documentation: How to Add Your Company Details

Getting Started

  1. Determine the parent object: contact or company
  2. Retrieve the requisite preset identifier using the crm.requisite.preset.list method
  3. Create a requisite using the crm.requisite.add method
  4. Add an address via address methods if the requisite requires a legal or street address
  5. Add banking details via banking details methods if the requisite is used for payment documents
  6. Retrieve or update a requisite using the crm.requisite.get and crm.requisite.update methods

Requisite Identifiers

Requisite Fields

Required fields are marked with *.

Name
type

Description

ID
integer

Requisite identifier, which can be obtained using the crm.requisite.list method. It is created automatically and is unique within the portal

ENTITY_TYPE_ID*
integer

Parent object type identifier.

Currently, this can only be:

  • 3 — contact
  • 4 — company

The crm.enum.ownertype method returns identifiers for all CRM object types

ENTITY_ID*
integer

Parent object identifier (contact or company).

The identifier can be obtained using the crm.company.list method for a company and the crm.contact.list method for a contact

PRESET_ID*
integer

Identifier of the requisite template.

Template identifiers can be obtained using the method crm.requisite.preset.list

DATE_CREATE
datetime

Create date

DATE_MODIFY
datetime

Modification date

CREATED_BY_ID
user

Identifier of the user who created the requisite

MODIFY_BY_ID
user

Identifier of the user who changed the requisite

NAME*
string

Name of the requisite

CODE
string

Symbolic code of the requisite

XML_ID
string

External key, used for exchange operations.

Identifier of the external information database.

The purpose of the field may change by the final developer

ORIGINATOR_ID
string

Identifier of the external information database.

The purpose of the field may change by the final developer

ACTIVE
char

Activity status.

Values Y or N are used.

Currently, the field does not affect anything

ADDRESS_ONLY
char

A status flag indicating when the requisite is used only for storing an address.

Values Y or N are used. When the value is Y, Company details are not shown in the object card, but the address is displayed

SORT
integer

Sorting. The order in the object's requisite list when there are multiple requisites

RQ_NAME
string

Full Name

RQ_FIRST_NAME
string

First Name

RQ_LAST_NAME
string

Last Name

RQ_SECOND_NAME
string

Middle Name

RQ_COMPANY_ID
string

Identifier of the organization

RQ_COMPANY_NAME
string

Short name of the organization

RQ_COMPANY_FULL_NAME
string

Full name of the organization

RQ_COMPANY_REG_DATE
string

Date of state registration

RQ_DIRECTOR
string

General director

RQ_ACCOUNTANT
string

Chief accountant

RQ_CEO_NAME
string

Full name of the first leader

RQ_CEO_WORK_POS
string

Position of the first leader

RQ_CONTACT
string

Contact person

RQ_EMAIL
string

E-Mail

RQ_PHONE
string

Phone

RQ_FAX
string

Fax

RQ_IDENT_TYPE
crm_status

Method of identification

RQ_IDENT_DOC
string

Type of document

RQ_IDENT_DOC_SER
string

Series

RQ_IDENT_DOC_NUM
string

Number

RQ_IDENT_DOC_PERS_NUM
string

Personal number

RQ_IDENT_DOC_DATE
string

Date of issue

RQ_IDENT_DOC_ISSUED_BY
string

Issued by

RQ_IDENT_DOC_DEP_CODE
string

Department code

RQ_INN
string

TIN

RQ_KPP
string

KPP

RQ_USRLE
string

Handelsregisternummer (for country DE)

RQ_IFNS
string

IFNS

RQ_OGRN
string

OGRN

RQ_OGRNIP
string

OGRNIP

RQ_OKPO
string

OKPO

RQ_OKTMO
string

OKTMO

RQ_OKVED
string

OKVED

RQ_EDRPOU
string

EDRPOU

RQ_DRFO
string

DRFO

RQ_KBE
string

KBE

RQ_IIN
string

IIN

RQ_BIN
string

BIN

RQ_ST_CERT_SER
string

Series of State Registration Certificate

RQ_ST_CERT_NUM
string

Number of State Registration Certificate

RQ_ST_CERT_DATE
string

Date of State Registration Certificate

RQ_VAT_PAYER
char

VAT payer (for country UA).

Values Y or N are used

RQ_VAT_ID
string

VAT ID (identification number of VAT payer)

RQ_VAT_CERT_SER
string

Series of the VAT certificate

RQ_VAT_CERT_NUM
string

Number of the VAT certificate

RQ_VAT_CERT_DATE
string

Date of the VAT certificate

RQ_RESIDENCE_COUNTRY
string

Country of residence

RQ_BASE_DOC
string

Basis for action

RQ_REGON
string

REGON (for country PL)

RQ_KRS
string

KRS (for country PL)

RQ_PESEL
string

PESEL (for country PL)

RQ_LEGAL_FORM
string

Legal form (for country FR)

RQ_SIRET
string

Siret number (for country FR)

RQ_SIREN
string

Siren number (for country FR)

RQ_CAPITAL
string

Share capital (for country FR)

RQ_RCS
string

RCS (for country FR)

RQ_CNPJ
string

CNPJ (for country BR)

RQ_STATE_REG
string

State Registration (IE) (for country BR)

RQ_MNPL_REG
string

Municipal Registration (IM) (for country BR)

RQ_CPF
string

CPF (for country BR)

UF_CRM_...

Custom fields. For example, UF_CRM_1694526604.

Requisites can have a set of custom fields with types: string, boolean, double, datetime.

You can add a custom field to requisites using the method crm.requisite.userfield.add

Overview of Methods

Scope: crm

Who can execute the methods: depending on the method — access permissions are checked against the contact or company that owns the requisite

Method

Description

crm.requisite.add

Creates a new requisite

crm.requisite.update

Updates an existing requisite

crm.requisite.get

Returns the requisite by identifier

crm.requisite.list

Returns a list of requisites by filter

crm.requisite.delete

Deletes the requisite and all related objects

crm.requisite.fields

Returns the description of requisite fields