POST api/entities/{entityId}/recurringTransactions/import?retroDescription={retroDescription}

Import new recurring charges or credits.

Request Information

URI Parameters

NameDescriptionTypeAdditional information
entityId

Required. EntityId

integer

Required

retroDescription

Optional. Description used for retro charges/credits if provided. If not provided, the default will be generated.

string

None.

Body Parameters

Required. RecurringTransactionImportViewModel contains full file name, user id, and import type.

RecurringTransactionImportViewModel
NameDescriptionTypeAdditional information
FileName

FileName

string

Required

UserId

Required. User Id. Example: 3

integer

Range: inclusive between 1 and 2147483647

GLPostDate

Required. GL Post Date for retro charges if retro charges triggers. Must be between 1/1/1900 - 12/31/3000. Example: 4/7/2017

date

Range: inclusive between 1/1/1900 and 12/31/3000

TransactionType

Required. Specifies whether the import is a Charge or a Credit. Default will be 0 or "charge" Example: 0 or Charge. Example: 1 or Credit.

RecurringTransactionType

None.

RetroGLPostDate

date

None.

Request Formats

application/json, text/json

Sample:
{
  "fileName": "sample string 1",
  "userId": 2,
  "glPostDate": "2024-10-14T08:24:44.1395865-04:00",
  "transactionType": 0,
  "retroGLPostDate": "2024-10-14T08:24:44.1395865-04:00"
}

application/xml, text/xml

Sample:
<RecurringTransactionImportViewModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CamAcctApi.Controllers.Entities.Models">
  <FileName>sample string 1</FileName>
  <GLPostDate>2024-10-14T08:24:44.1395865-04:00</GLPostDate>
  <RetroGLPostDate>2024-10-14T08:24:44.1395865-04:00</RetroGLPostDate>
  <TransactionType>Charge</TransactionType>
  <UserId>2</UserId>
</RecurringTransactionImportViewModel>

application/x-www-form-urlencoded

Sample:

Failed to generate the sample for media type 'application/x-www-form-urlencoded'. Cannot use formatter 'JQueryMvcFormUrlEncodedFormatter' to write type 'RecurringTransactionImportViewModel'.

Response Information

Resource Description

RecurringTransactionViewModel

Collection of RecurringTransactionViewModel
NameDescriptionTypeAdditional information
Id

Id of the Recurring Charge/Credit, it will default to 0 for new Transaction.

integer

None.

BuildingId

Building Id

integer

None.

ChargeCodeId

Charge Code Id

integer

None.

UnitId

Unit Id. It will default to 0 for ApplyTo is All\UnitType

integer

None.

UnitType

Unit Type Id. It will default to 0 for ApplyTo is All\Shares\Unit

integer

None.

ChargeCodeAdjustedCodeId

Adjusted Code Id

integer

None.

OverrideDueDay

Override Due Day. Valid values are betwee 1 and 31.

integer

None.

StartDate

Date the Recurring Transaction begins.

date

None.

EndDate

Date the Recurring Transaction ends.

date

None.

Rate

Rate. Use when ApplyTo is Shares. Will be 0.00M when ApplyTo is not Shares

decimal number

None.

Amount

Amount. Use when ApplyTo is not Shares. Will be 0.00M when ApplyTo is Shares.

decimal number

None.

Type

Type of the Recurring Transaction. Possible values are 'Credit' or 'Charge'

RecurringTransactionType

None.

GroupId

Group Id. Used to handle Group Increase action. Will be initially set to the Id of the Recurring Transaction.

integer

None.

Status

Status. Used to handle Group Increase action. Will be initially set to Created.

integer

None.

ApplyToId

Id of Apply To configuration.

integer

None.

CreatedOn

Date the recurring transaction was created. Defaults to system date and time at the time of creation.

date

None.

CreatedBy

Id of User who created the recurring transaction

integer

None.

ModifiedBy

Id of User who last modified the recurring transaction. Initial value is null

integer

None.

ModifiedOn

Date the recurring transaction was last modified. Initial value is null

date

None.

EditDates

Indicates whether dates can be updated for this recurring transaction.

boolean

None.

NumberOfShares

If ApplyTo = Shares this will be populated with the Number Of Shares of the unit.

decimal number

None.

Response Formats

application/json, text/json

Sample:
[
  {
    "id": 1,
    "buildingId": 2,
    "chargeCodeId": 3,
    "unitId": 4,
    "unitType": 5,
    "chargeCodeAdjustedCodeId": 6,
    "overrideDueDay": 7,
    "startDate": "2024-10-14T08:24:44.1395865-04:00",
    "endDate": "2024-10-14T08:24:44.1395865-04:00",
    "rate": 10.0,
    "amount": 11.0,
    "type": 0,
    "groupId": 12,
    "status": 13,
    "applyToId": 14,
    "createdOn": "2024-10-14T08:24:44.1395865-04:00",
    "createdBy": 1,
    "modifiedBy": 1,
    "modifiedOn": "2024-10-14T08:24:44.1395865-04:00",
    "editDates": true,
    "numberOfShares": 1.0
  },
  {
    "id": 1,
    "buildingId": 2,
    "chargeCodeId": 3,
    "unitId": 4,
    "unitType": 5,
    "chargeCodeAdjustedCodeId": 6,
    "overrideDueDay": 7,
    "startDate": "2024-10-14T08:24:44.1395865-04:00",
    "endDate": "2024-10-14T08:24:44.1395865-04:00",
    "rate": 10.0,
    "amount": 11.0,
    "type": 0,
    "groupId": 12,
    "status": 13,
    "applyToId": 14,
    "createdOn": "2024-10-14T08:24:44.1395865-04:00",
    "createdBy": 1,
    "modifiedBy": 1,
    "modifiedOn": "2024-10-14T08:24:44.1395865-04:00",
    "editDates": true,
    "numberOfShares": 1.0
  }
]

application/xml, text/xml

Sample:
<ArrayOfRecurringTransactionViewModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CamAcctApi.ViewModels.RecurringTransactions">
  <RecurringTransactionViewModel>
    <Amount>11</Amount>
    <ApplyToId>14</ApplyToId>
    <BuildingId>2</BuildingId>
    <ChargeCodeAdjustedCodeId>6</ChargeCodeAdjustedCodeId>
    <ChargeCodeId>3</ChargeCodeId>
    <CreatedBy>1</CreatedBy>
    <CreatedOn>2024-10-14T08:24:44.1395865-04:00</CreatedOn>
    <EditDates>true</EditDates>
    <EndDate>2024-10-14T08:24:44.1395865-04:00</EndDate>
    <GroupId>12</GroupId>
    <Id>1</Id>
    <ModifiedBy>1</ModifiedBy>
    <ModifiedOn>2024-10-14T08:24:44.1395865-04:00</ModifiedOn>
    <NumberOfShares>1</NumberOfShares>
    <OverrideDueDay>7</OverrideDueDay>
    <Rate>10</Rate>
    <StartDate>2024-10-14T08:24:44.1395865-04:00</StartDate>
    <Status>13</Status>
    <Type>Charge</Type>
    <UnitId>4</UnitId>
    <UnitType>5</UnitType>
  </RecurringTransactionViewModel>
  <RecurringTransactionViewModel>
    <Amount>11</Amount>
    <ApplyToId>14</ApplyToId>
    <BuildingId>2</BuildingId>
    <ChargeCodeAdjustedCodeId>6</ChargeCodeAdjustedCodeId>
    <ChargeCodeId>3</ChargeCodeId>
    <CreatedBy>1</CreatedBy>
    <CreatedOn>2024-10-14T08:24:44.1395865-04:00</CreatedOn>
    <EditDates>true</EditDates>
    <EndDate>2024-10-14T08:24:44.1395865-04:00</EndDate>
    <GroupId>12</GroupId>
    <Id>1</Id>
    <ModifiedBy>1</ModifiedBy>
    <ModifiedOn>2024-10-14T08:24:44.1395865-04:00</ModifiedOn>
    <NumberOfShares>1</NumberOfShares>
    <OverrideDueDay>7</OverrideDueDay>
    <Rate>10</Rate>
    <StartDate>2024-10-14T08:24:44.1395865-04:00</StartDate>
    <Status>13</Status>
    <Type>Charge</Type>
    <UnitId>4</UnitId>
    <UnitType>5</UnitType>
  </RecurringTransactionViewModel>
</ArrayOfRecurringTransactionViewModel>