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
- Determine the parent object: contact or company
- Retrieve the requisite preset identifier using the crm.requisite.preset.list method
- Create a requisite using the crm.requisite.add method
- Add an address via address methods if the requisite requires a legal or street address
- Add banking details via banking details methods if the requisite is used for payment documents
- Retrieve or update a requisite using the crm.requisite.get and crm.requisite.update methods
Requisite Identifiers
ID— requisite identifier. It is returned by the crm.requisite.add, crm.requisite.get, and crm.requisite.list methodsENTITY_TYPE_ID— parent object type. For a contact, pass3; for a company, pass4. All values are provided by the crm.enum.ownertype methodENTITY_ID— parent contact or company identifier. This can be retrieved using the crm.contact.list or crm.company.list methodsPRESET_ID— requisite preset identifier. This can be retrieved using the crm.requisite.preset.list method
Requisite Fields
Required fields are marked with *.
|
Name |
Description |
|
ID |
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* |
Parent object type identifier. Currently, this can only be:
The crm.enum.ownertype method returns identifiers for all CRM object types |
|
ENTITY_ID* |
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* |
Identifier of the requisite template. Template identifiers can be obtained using the method crm.requisite.preset.list |
|
DATE_CREATE |
Create date |
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DATE_MODIFY |
Modification date |
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CREATED_BY_ID |
Identifier of the user who created the requisite |
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MODIFY_BY_ID |
Identifier of the user who changed the requisite |
|
NAME* |
Name of the requisite |
|
CODE |
Symbolic code of the requisite |
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XML_ID |
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 |
Identifier of the external information database. The purpose of the field may change by the final developer |
|
ACTIVE |
Activity status. Values Currently, the field does not affect anything |
|
ADDRESS_ONLY |
A status flag indicating when the requisite is used only for storing an address. Values |
|
SORT |
Sorting. The order in the object's requisite list when there are multiple requisites |
|
RQ_NAME |
Full Name |
|
RQ_FIRST_NAME |
First Name |
|
RQ_LAST_NAME |
Last Name |
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RQ_SECOND_NAME |
Middle Name |
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RQ_COMPANY_ID |
Identifier of the organization |
|
RQ_COMPANY_NAME |
Short name of the organization |
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RQ_COMPANY_FULL_NAME |
Full name of the organization |
|
RQ_COMPANY_REG_DATE |
Date of state registration |
|
RQ_DIRECTOR |
General director |
|
RQ_ACCOUNTANT |
Chief accountant |
|
RQ_CEO_NAME |
Full name of the first leader |
|
RQ_CEO_WORK_POS |
Position of the first leader |
|
RQ_CONTACT |
Contact person |
|
RQ_EMAIL |
|
|
RQ_PHONE |
Phone |
|
RQ_FAX |
Fax |
|
RQ_IDENT_TYPE |
Method of identification |
|
RQ_IDENT_DOC |
Type of document |
|
RQ_IDENT_DOC_SER |
Series |
|
RQ_IDENT_DOC_NUM |
Number |
|
RQ_IDENT_DOC_PERS_NUM |
Personal number |
|
RQ_IDENT_DOC_DATE |
Date of issue |
|
RQ_IDENT_DOC_ISSUED_BY |
Issued by |
|
RQ_IDENT_DOC_DEP_CODE |
Department code |
|
RQ_INN |
TIN |
|
RQ_KPP |
KPP |
|
RQ_USRLE |
Handelsregisternummer (for country DE) |
|
RQ_IFNS |
IFNS |
|
RQ_OGRN |
OGRN |
|
RQ_OGRNIP |
OGRNIP |
|
RQ_OKPO |
OKPO |
|
RQ_OKTMO |
OKTMO |
|
RQ_OKVED |
OKVED |
|
RQ_EDRPOU |
EDRPOU |
|
RQ_DRFO |
DRFO |
|
RQ_KBE |
KBE |
|
RQ_IIN |
IIN |
|
RQ_BIN |
BIN |
|
RQ_ST_CERT_SER |
Series of State Registration Certificate |
|
RQ_ST_CERT_NUM |
Number of State Registration Certificate |
|
RQ_ST_CERT_DATE |
Date of State Registration Certificate |
|
RQ_VAT_PAYER |
VAT payer (for country UA). Values |
|
RQ_VAT_ID |
VAT ID (identification number of VAT payer) |
|
RQ_VAT_CERT_SER |
Series of the VAT certificate |
|
RQ_VAT_CERT_NUM |
Number of the VAT certificate |
|
RQ_VAT_CERT_DATE |
Date of the VAT certificate |
|
RQ_RESIDENCE_COUNTRY |
Country of residence |
|
RQ_BASE_DOC |
Basis for action |
|
RQ_REGON |
REGON (for country PL) |
|
RQ_KRS |
KRS (for country PL) |
|
RQ_PESEL |
PESEL (for country PL) |
|
RQ_LEGAL_FORM |
Legal form (for country FR) |
|
RQ_SIRET |
Siret number (for country FR) |
|
RQ_SIREN |
Siren number (for country FR) |
|
RQ_CAPITAL |
Share capital (for country FR) |
|
RQ_RCS |
RCS (for country FR) |
|
RQ_CNPJ |
CNPJ (for country BR) |
|
RQ_STATE_REG |
State Registration (IE) (for country BR) |
|
RQ_MNPL_REG |
Municipal Registration (IM) (for country BR) |
|
RQ_CPF |
CPF (for country BR) |
|
UF_CRM_... |
Custom fields. For example, Requisites can have a set of custom fields with types: You can add a custom field to requisites using the method crm.requisite.userfield.add |
Overview of Methods
Scope:
crmWho can execute the methods: depending on the method — access permissions are checked against the contact or company that owns the requisite
|
Method |
Description |
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Creates a new requisite |
|
|
Updates an existing requisite |
|
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Returns the requisite by identifier |
|
|
Returns a list of requisites by filter |
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|
Deletes the requisite and all related objects |
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Returns the description of requisite fields |