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EquisoftConnect SDK

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Installation & Usage

Requirements

PHP 7.4 and later. Should also work with PHP 8.0.

Composer

To install the bindings via Composer, add the following to composer.json:

{
  "repositories": [
    {
      "type": "vcs",
      "url": "https://github.com/kronostechnologies/equisoft-connect-sdk-php.git"
    }
  ],
  "require": {
    "kronostechnologies/equisoft-connect-sdk-php": "*@dev"
  }
}

Then run composer install

Manual Installation

Download the files and include autoload.php:

<?php
require_once('/path/to/EquisoftConnect SDK/vendor/autoload.php');

Getting Started

Please follow the installation procedure and then run the following:

<?php
require_once(__DIR__ . '/vendor/autoload.php');



// Configure OAuth2 access token for authorization: OAuth2
$config = Equisoft\SDK\EquisoftConnect\Configuration::getDefaultConfiguration()->setAccessToken('YOUR_ACCESS_TOKEN');


$apiInstance = new Equisoft\SDK\EquisoftConnect\Api\ContactsApi(
    // If you want use custom http client, pass your client which implements `GuzzleHttp\ClientInterface`.
    // This is optional, `GuzzleHttp\Client` will be used as default.
    new GuzzleHttp\Client(),
    $config
);
$contactUuid = 'contactUuid_example'; // string | Contact unique identifier.
$acceptLanguage = 'acceptLanguage_example'; // string | Specify preferred language for returned data. Format is https://tools.ietf.org/html/rfc3282.

try {
    $result = $apiInstance->getByUuid($contactUuid, $acceptLanguage);
    print_r($result);
} catch (Exception $e) {
    echo 'Exception when calling ContactsApi->getByUuid: ', $e->getMessage(), PHP_EOL;
}

API Endpoints

All URIs are relative to http://localhost

Class Method HTTP request Description
ContactsApi getByUuid GET /crm/api/v1/contacts/{contactUuid} Return the detail of a contact.
ContactsApi patchContact PATCH /crm/api/v1/contacts/{contactUuid} Update a contact
DSFApi createDsfFinancialCenter POST /crm/api/v1/dsf/financialCenters Create a financial center
DSFApi deleteDsfFinancialCenter DELETE /crm/api/v1/dsf/financialCenters/{financialCenterId} Delete a financial center
DSFApi getDsfFinancialCenters GET /crm/api/v1/dsf/financialCenters/{financialCenterId} Get a financial center
DSFApi listDsfFinancialCenters GET /crm/api/v1/dsf/financialCenters List all financial centers
DSFApi updateDsfFinancialCenter POST /crm/api/v1/dsf/financialCenters/{financialCenterId} Update a financial center
DatabasesApi createChargebeeCustomer POST /crm/api/v1/databases/{databaseUuid}/chargebeeCustomer Create a ChargeBee customer for the database
DatabasesApi getDatabase GET /crm/api/v1/databases/{databaseUuid} Get a database
DatabasesApi getUser GET /crm/api/v1/databases/{databaseUuid}/users/{userId} Get a database's user
DatabasesApi listDatabases GET /crm/api/v1/databases List all databases
DatabasesApi listUsers GET /crm/api/v1/databases/{databaseUuid}/users List database's users
DatabasesApi setDatabaseDistributor PUT /crm/api/v1/databases/{databaseUuid}/distributor Set the database's distributor
DatabasesApi unsetDatabaseDistributor DELETE /crm/api/v1/databases/{databaseUuid}/distributor Unset the database's distributor
DatabasesApi updateState PUT /crm/api/v1/databases/{databaseUuid}/state Update a database's state
DatabasesApi updateUser PATCH /crm/api/v1/databases/{databaseUuid}/users/{userId} Update a database's user
DocumentsApi deleteDocument DELETE /crm/api/v1/documents/{documentId} Delete a document.
DocumentsApi deleteDocuments DELETE /crm/api/v1/documents Delete specified documents.
EventsApi archiveEventInternalNote POST /crm/api/v1/events/{eventId}/notes/{noteId}/archive Archive an internal note for an event.
EventsApi createEvent POST /crm/api/v1/events Create an event.
EventsApi createEventInternalNote POST /crm/api/v1/events/{eventId}/notes Add an internal note to an event.
EventsApi deleteEvent DELETE /crm/api/v1/events/{eventId} Delete an event.
EventsApi deleteEvents DELETE /crm/api/v1/events Delete some events.
EventsApi getCalendar GET /crm/api/v1/calendars/{calendarId} Get informations about a calendar or a default calendar.
EventsApi getEvent GET /crm/api/v1/events/{eventId} Return the detail of an event.
EventsApi getEventInstances GET /crm/api/v1/events/{eventId}/instances Get a recurring event instances.
EventsApi getEventInternalNoteList GET /crm/api/v1/events/{eventId}/notes Get the internal notes list for an event.
EventsApi listCalendars GET /crm/api/v1/calendars Get the list of available calendarslol.
EventsApi listEvents GET /crm/api/v1/events List or search events.
EventsApi patchEvent PATCH /crm/api/v1/events/{eventId} Partially update an event.
EventsApi patchEventInternalNote PATCH /crm/api/v1/events/{eventId}/notes/{noteId} Update an internal note of an event.
EventsApi putEventLinksDocuments PUT /crm/api/v1/events/{eventId}/documents Update the links between an event and existing documents
EventsApi restoreEventInternalNote POST /crm/api/v1/events/{eventId}/notes/{noteId}/restore Restore an archived internal note for an event.
EventsApi transferEventToCompleted POST /crm/api/v1/events/{eventId}/transferToCompleted Transfer an event to the completed/done calendar.
FieldValuesApi createGroup POST /crm/api/v1/fields/{fieldName}/groups Create a group
FieldValuesApi createGroupValue POST /crm/api/v1/fields/{fieldName}/groups/{id}/values Create a group value
FieldValuesApi createValue POST /crm/api/v1/fields/{fieldName}/values Create a value
FieldValuesApi deleteGroup DELETE /crm/api/v1/fields/{fieldName}/groups/{id} Delete single group for a specific field name and group id
FieldValuesApi deleteValue DELETE /crm/api/v1/fields/{fieldName}/values/{id} Delete single value for a specific field name and value id
FieldValuesApi getGroup GET /crm/api/v1/fields/{fieldName}/groups/{id} Get single group for a specific field name and group id
FieldValuesApi getValue GET /crm/api/v1/fields/{fieldName}/values/{id} Get single value for a specific field name and value id
FieldValuesApi linkValueGroup PUT /crm/api/v1/fields/{fieldName}/values/{id}/groups Link a value to a group
FieldValuesApi listFields GET /crm/api/v1/fields List fields with values list (values domain).
FieldValuesApi listGroupValues GET /crm/api/v1/fields/{fieldName}/groups/{id}/values List values for a specific field name and group
FieldValuesApi listGroups GET /crm/api/v1/fields/{fieldName}/groups List groups for a specific field name
FieldValuesApi listValues GET /crm/api/v1/fields/{fieldName}/values List values for a specific field name
FieldValuesApi updateGroup PUT /crm/api/v1/fields/{fieldName}/groups/{id} Update a group
FieldValuesApi updateValue PUT /crm/api/v1/fields/{fieldName}/values/{id} Update a value
GatewaysApi createCapsilAccess POST /crm/api/v1/gateways/capsil/accesses Create a Capsil Access
GatewaysApi createEquisoftAnalyzeAccess POST /crm/api/v1/gateways/equisoftAnalyze/accesses
GatewaysApi deleteCapsilAccess DELETE /crm/api/v1/gateways/capsil/accesses/{accessId} Delete Capsil access
GatewaysApi deleteEquisoftAnalyzeAccess DELETE /crm/api/v1/gateways/equisoftAnalyze/accesses/{accessId}
GatewaysApi gatewayAdminLogin POST /crm/api/v1/gateways/credentials-validation/admin-credentials/login Verify gateway admin login
GatewaysApi getCapsilAccess GET /crm/api/v1/gateways/capsil/accesses/{accessId} Get Capsil access
GatewaysApi listAssetBookCredentials GET /crm/api/v1/gateways/assetbook/credentials
GatewaysApi listCapsilAccesses GET /crm/api/v1/gateways/capsil/accesses List capsil accesses
GatewaysApi listCapsilCarrierAdminSystems GET /crm/api/v1/gateways/capsil/carrierAdminSystems List carrier admin systems
GatewaysApi listCredentials GET /crm/api/v1/gateways/credentials-validation/{gatewayId}/credentials/{status}
GatewaysApi listEquisoftAnalyzeAccesses GET /crm/api/v1/gateways/equisoftAnalyze/accesses
GatewaysApi listGatewayConfigurations GET /crm/api/v1/gateways/generic/{gatewayType}/configuration
GatewaysApi listGateways GET /crm/api/v1/gateways/credentials-validation
GatewaysApi listGenericCredentials GET /crm/api/v1/gateways/generic/{gatewayName}/credentials
GatewaysApi patchEquisoftAnalyzeAccess PATCH /crm/api/v1/gateways/equisoftAnalyze/accesses/{accessId}
GatewaysApi updateCapsilAccess PATCH /crm/api/v1/gateways/capsil/accesses/{accessId} Update a Capsil Access
GatewaysApi updateCredentials PUT /crm/api/v1/gateways/credentials-validation/{gatewayId}/credentials/{status}
LegacyContactApi legacyContactAddContact POST /apps/api/kronos.contact.add Create a new contact.
LegacyContactApi legacyContactDeleteContact POST /apps/api/kronos.contact.delete Delete a contact.
LegacyContactApi legacyContactGetContact GET /apps/api/kronos.contact.get Get complete record for a contact.
LegacyContactApi legacyContactGetContactAccessRights GET /apps/api/kronos.contact.getAccessRights Get access rights for a contact.
LegacyContactApi legacyContactGetContactAccessRightsByExternalId GET /apps/api/kronos.contact.getAccessRightsByExternalId Get access rights for a contact using external id.
LegacyContactApi legacyContactGetContactList GET /apps/api/kronos.contact.getList Get a list of all contacts.
LegacyContactApi legacyContactGetDatagatewayUniverisContact GET /apps/api/kronos.contact.getDatagatewayUniverisContact Get access rights for a contact using external key.
LegacyContactApi legacyContactPatchContact POST /apps/api/kronos.contact.patchContact Patch a contact.
LegacyContactApi legacyContactUpdateContact POST /apps/api/kronos.contact.update Update a contact.
LegacyDocumentApi legacyDocumentAddDocument POST /apps/api/kronos.document.add Create a new document.
LegacyDocumentApi legacyDocumentDeleteDocument POST /apps/api/kronos.document.delete Delete a document and it's related files.
LegacyDocumentApi legacyDocumentDeleteDocumentFile POST /apps/api/kronos.document.deleteFile Delete one file from a document.
LegacyDocumentApi legacyDocumentDownloadDocumentFile GET /apps/api/kronos.document.downloadFile Download a file. File data is encoded in base64.
LegacyDocumentApi legacyDocumentGetDocument GET /apps/api/kronos.document.get Get all data for a document record.
LegacyDocumentApi legacyDocumentGetDocumentList GET /apps/api/kronos.document.getList Get a list of all documents.
LegacyDocumentApi legacyDocumentUpdateDocument POST /apps/api/kronos.document.update Update a document.
LegacyDocumentApi legacyDocumentUploadDocumentFile POST /apps/api/kronos.document.uploadFile Upload a new file in a document.
LegacyFieldValuesApi legacyFieldValuesGet GET /apps/api/kronos.fieldValues.get Return a list of all available field values item.
LegacyFieldValuesApi legacyFieldValuesGetList GET /apps/api/kronos.fieldValues.getList Return a list of field values.
LegacyFinanceApi legacyFinanceAddContact POST /apps/api/kronos.finance.addContact Create a new contact.
LegacyFinanceApi legacyFinanceGetAccountStatement GET /apps/api/kronos.finance.getAccountStatement Get Account Statement information for a contact.
LegacyFinanceApi legacyFinanceGetAccountStatementByExternalId GET /apps/api/kronos.finance.getAccountStatementByExternalId Get Account Statement information for a contact.
LegacyFinanceApi legacyFinanceGetAssetDetail GET /apps/api/kronos.finance.getAssetDetail Get asset detail with transactions.
LegacyFinanceApi legacyFinanceGetContact GET /apps/api/kronos.finance.getContact Get complete data for a contact.
LegacyFinanceApi legacyFinanceGetContactList GET /apps/api/kronos.finance.getContactList Get a list of all contacts.
LegacyFinanceApi legacyFinanceGetLiabilities GET /apps/api/kronos.finance.getLiabilities Get Liabilities information for a contact.
LegacyFinanceApi legacyFinanceUpdateContact POST /apps/api/kronos.finance.updateContact Update a contact.
LegacyParametersApi legacyParametersGet GET /apps/api/kronos.parameters.get Get the system parameters.
LegacyProvisioningApi legacyProvisioningAddOrganization POST /apps/provisioning/kronos.provisioning.addOrganization Add a new organization.
LegacyProvisioningApi legacyProvisioningAddUser POST /apps/provisioning/kronos.provisioning.addUser Add a new user.
LegacyProvisioningApi legacyProvisioningChangeDatabaseProfile POST /apps/provisioning/kronos.provisioning.changeDatabaseProfile Change database profile.
LegacyProvisioningApi legacyProvisioningClearCache POST /apps/provisioning/kronos.provisioning.clearCache Clear cache.
LegacyProvisioningApi legacyProvisioningDeleteOrganization POST /apps/provisioning/kronos.provisioning.deleteOrganization Delete an organization.
LegacyProvisioningApi legacyProvisioningDeleteUser POST /apps/provisioning/kronos.provisioning.deleteUser Delete a user.
LegacyProvisioningApi legacyProvisioningEnableContactPersonalizedFieldsModule POST /apps/provisioning/kronos.provisioning.enableContactPersonalizedFieldsModule Enable Contact Personalized Fields module for a database.
LegacyProvisioningApi legacyProvisioningEnableFnaForUser POST /apps/provisioning/kronos.provisioning.enableFnaForUser Enable FNA for user.
LegacyProvisioningApi legacyProvisioningGetCrmGatewaysAccessReport GET /apps/provisioning/kronos.provisioning.getCrmGatewaysAccessReport Get a report of active accesses for all CRM datagateways.
LegacyProvisioningApi legacyProvisioningGetFFGatewaysAccessReport GET /apps/provisioning/kronos.provisioning.getFFGatewaysAccessReport Get a report of active accesses for all FF datagateways.
LegacyProvisioningApi legacyProvisioningGetGatewayArchiveByDate GET /apps/provisioning/kronos.provisioning.getGatewayArchiveByDate Get the archives for a given gateway at the given date.
LegacyProvisioningApi legacyProvisioningGetGatewayArchiveListByDate GET /apps/provisioning/kronos.provisioning.getGatewayArchiveListByDate Get the archives list for a given gateway at the given date.
LegacyProvisioningApi legacyProvisioningGetOrganizationStatus POST /apps/provisioning/kronos.provisioning.getOrganizationStatus Return the state of a given database.
LegacyProvisioningApi legacyProvisioningGetSyncControlDataForAllDatabaseStatus GET /apps/provisioning/kronos.provisioning.getSyncControlDataForAllDatabaseStatus Get the progression status of a previous call to moveUserToOrganization.
LegacyProvisioningApi legacyProvisioningMonitorDatagateways GET /apps/provisioning/kronos.provisioning.monitorDatagateways Monitor stats of the datagateways for a given environment.
LegacyProvisioningApi legacyProvisioningSyncControlData POST /apps/provisioning/kronos.provisioning.syncControlData Sync one database pilotage.
LegacyProvisioningApi legacyProvisioningSyncControlDataForAllDatabase POST /apps/provisioning/kronos.provisioning.syncControlDataForAllDatabase Use gearman to sync all database for a given profile.
LegacyProvisioningApi legacyProvisioningUpdateUser POST /apps/provisioning/kronos.provisioning.updateUser Update a user.
MovementApi addMovement POST /crm/api/v1/movements Add a movement
MovementApi cancelMovement POST /crm/api/v1/movements/{movementId}/cancel Cancel a movement.
MovementApi deleteMovement DELETE /crm/api/v1/movements/{movementId} Delete a movement.
MovementApi getExecutedMovementIdMapping POST /crm/api/v1/movements/executed/{executedMovementId}/idMapping Get the mappings for id and uuid between the source and destination databases, for a given entity type
MovementApi getExecutedMovementInfo GET /crm/api/v1/movements/executed/{executedMovementId}/info Get basic information about an executed movement
MovementApi getMovementStatistic GET /crm/api/v1/movements/statistic Get movement statistic
MovementApi listMovements GET /crm/api/v1/movements List all movements
RemoteAccountApi getMailAccountAccessRights GET /crm/api/v1/mailAccounts/{remoteAccountId}/accessRights Return the mail account access rights granted to the currently connected user account.
SystemParametersApi getCompanyDetails GET /crm/api/v1/databases/{databaseUuid}/parameters/account/company Get company information about the enterprise or an alternate company
SystemParametersApi getCompanyLogo GET /crm/api/v1/databases/{databaseUuid}/parameters/account/company/logo Get company logo
TasksApi archiveTaskInternalNote POST /crm/api/v1/tasks/{taskId}/notes/{noteId}/archive Archive an internal note for a task.
TasksApi createTask POST /crm/api/v1/tasks Create a task.
TasksApi createTaskInternalNote POST /crm/api/v1/tasks/{taskId}/notes Add an internal note to a task.
TasksApi deleteTask DELETE /crm/api/v1/tasks/{taskId} Delete a task.
TasksApi deleteTasks DELETE /crm/api/v1/tasks Delete some tasks.
TasksApi getTask GET /crm/api/v1/tasks/{taskId} Return the detail of a task.
TasksApi getTaskInternalNoteList GET /crm/api/v1/tasks/{taskId}/notes Get the internal notes list for a task.
TasksApi listTasks GET /crm/api/v1/tasks List or search tasks.
TasksApi patchTask PATCH /crm/api/v1/tasks/{taskId} Partially update a task.
TasksApi patchTaskInternalNote PATCH /crm/api/v1/tasks/{taskId}/notes/{noteId} Edit an internal note for a task.
TasksApi putTaskLinksDocuments PUT /crm/api/v1/tasks/{taskId}/documents Update the links between a task and existing documents.
TasksApi restoreTaskInternalNote POST /crm/api/v1/tasks/{taskId}/notes/{noteId}/restore Restore an archived internal note for a task.
TasksApi transferTaskToCompleted POST /crm/api/v1/tasks/{taskId}/transferToCompleted Transfer a task to completed/done.
UsersApi getCurrentUser GET /crm/api/v1/users/me Get informations about the current user
UsersApi getUserContext GET /crm/api/v1/context Get user context metadata.

Models

Authorization

Authentication schemes defined for the API:

OAuth2

  • Type: OAuth
  • Flow: accessCode
  • Authorization URL: https://apps.ca.equisoft.io/oauth/authorize
  • Scopes:
    • crm:contact: Read/Write access on contacts
    • crm:database: Read/Write access on databases
    • crm:datagateway: Read/Write access on gateways
    • crm:event: Read/Write access on events
    • crm:fieldValue: Read/Write access on field values
    • crm:file: Read/Write access on documents
    • crm:insurance:read: Read access on insurance
    • crm:investment:read: Read access on investment
    • crm:movement: Read/Write access on movement
    • crm:remoteAccount: Read/Write access on mail accounts
    • crm:task: Read/Write access on tasks
    • crm:user: Read/Write access on users
    • profile: Read/Write access on profile

Tests

To run the tests, use:

composer install
vendor/bin/phpunit

Author

About this package

This PHP package is automatically generated by the OpenAPI Generator project:

  • API version: latest
    • Package version: dev-13.18.1
    • Generator version: 7.7.0-equisoft2
  • Build package: org.openapitools.codegen.languages.PhpClientCodegen