Skip to main content
Clients

Patch a client

This method requires the Clients:Update permission to be associated with your role

PATCH
/fm/clients/{client_id}
Authorizationstringheaderrequired

For accessing the API a valid token must be passed in all the queries in the 'Authorization' header.

A valid token is generated by the API and returned by the /authenticate method by supplying a valid username and password.

The following syntax must be used in the 'Authorization' header :

Bearer aaaaaa/bbbbbb.ccccccc.dddddd
client_idstringrequired

Client Id

Maximum string length: 10
Pattern: ^[1-9]{1}[0-9]*$
Audit-User-Idstringheader

(Optional) User Id to use for audit purposes. This header requires the Audit:UserIdOverride permission to be associated with your role.

Maximum string length: 5
Pattern: ^[1-9]{1}[0-9]*$
Time-Zonestringheaderdefault:UTC

Quote events will be shown in the specified timezone.

The timezone value can be given in several formats, none of which are case sensitive:

  • As a named time zone, such as 'Europe/Helsinki', 'US/Eastern', or 'MET'.
  • As a string indicating an offset from UTC of the form [H]H:MM, prefixed with a + or -, such as '+10:00', '-6:00', or '+05:30'. A leading zero can optionally be used for hours values less than 10;
Maximum string length: 100
Pattern: ^[a-zA-Z0-9\/\:\+\-\_]+$

Body

application/json

JSON payload

abnstring
acnstring
address1string
address2string
address_detail_pidstring
Example: GAVIC424617164
advance_arrearsenum<string>default:advance
Available options: advance, arrears
agreed_lessee_ratenumber
allow_operating_fbt_type_flagenum<string>default:yes
Available options: yes, no
allow_quoting_flagenum<string>default:no
Available options: yes, no
allow_quoting_within_cap_flagenum<string>default:yes
Available options: yes, no
approval_limitnumber
approval_notestring
arbnstring
areastring
bank_account_numberstring
bank_account_suffixstring
bank_bsbstring
bespoke_field_valuesobject
billing_by_client_order_no_flagenum<string>default:no
Available options: yes, no
billing_email_attachment_typeenum<string>default:pdf
Available options: pdf, csv, pdf-and-csv
billing_group_email_flagenum<string>default:no
Available options: yes, no
billing_intervalenum<string>default:monthly
Available options: weekly, fortnightly, monthly, bi-annually, annually, period
billing_terms_idstring
billing_type_flagenum<string>default:any
Available options: any, periodic, combined
booking_billing_typeenum<string>default:billing
Available options: single, billing
booking_notestring
budgets_term_deferred_flagenum<string>
Available options: yes, no
business_start_datestring
car_allowance_impact_flagenum<string>default:no
Available options: yes, no
channel_idstring
client_agreement_type_idstring
client_classstring
client_codestring
client_credit_ratings_idstring
client_defaultsobject

Client Defaults

client_group_idstring
client_group_notestring
client_id_externalstring
client_id_parentstring
client_industry_idstring
client_typeenum<string>
Available options: fleet, prospect, sundry, inactive, lead
common_dayenum<string>default:1
Available options: monday, tuesday, wednesday, thursday, friday, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, eom
company_tax_ratenumber
competitorsstring
contact1_emailstring
contact1_job_titlestring
contact1_namestring
contact1_notestring
contact1_phonestring
contact2_emailstring
contact2_job_titlestring
contact2_namestring
contact2_notestring
contact2_phonestring
contact3_emailstring
contact3_job_titlestring
contact3_namestring
contact3_notestring
contact3_phonestring
contact4_emailstring
contact4_job_titlestring
contact4_namestring
contact4_notestring
contact4_phonestring
contact5_emailstring
contact5_job_titlestring
contact5_namestring
contact5_notestring
contact5_phonestring
contact_notestring
contract_inertia_flagenum<string>default:no
Available options: yes, no
contract_pay_cycle_from_quote_flagenum<string>
Available options: yes, no
corporate_type_idstring
cost_centres_mandatory_flagenum<string>default:no
Available options: yes, no
country_idstring
delivery_feenumber
dirty_flagstring
discount_fordstring
discount_holdenstring
discount_mitsubishistring
discount_spare1string
discount_spare2string
discount_spare3string
discount_spare4string
discount_spare5string
discount_toyotastring
disposal_feenumber
document_feenumber
document_fee_budgetednumber
due_datestring
early_terminations_policystring
ecm_allowed_flagenum<string>
Available options: no, yes
ecm_flagenum<string>default:yes
Available options: yes, no
employer_fbt_typeenum<string>default:full-fbt-payable
Available options: full-fbt-payable, concessional-30000-exempt, concessional-17000-exempt, rebatable, not-applicable
establishment_feenumber
etags_managed_flagenum<string>
Available options: yes, no
etags_managed_notestring
event_ecm_flagenum<string>default:no
Available options: yes, no
event_nuds_flagenum<string>default:no
Available options: yes, no
facility_type_idstring
faxstring
fbt_email_novatedenum<string>default:no
Available options: yes, no
fbt_email_otherenum<string>default:no
Available options: yes, no
fbt_notestring
fbt_reporting_flagenum<string>default:no
Available options: yes, no
finance_accepted_datestring
finance_budget_term_deferred_flagenum<string>
Available options: yes, no
finance_limitnumber
finance_review_datestring
financial_year_endenum<string>
Available options: January, February, March, April, May, June, July, August, September, October, November, December
financials_datestring
fixed_statutory_ratenumber
fixed_super_ratenumber
foc_car_policystring
free_km_bufferinteger
fuel_card_notestring
fuel_feenumber
fuel_managed_flagenum<string>
Available options: yes, no
fuel_on_deliverynumber
fuel_supplierstring
gross_up_rate_typeenum<string>default:fbt_type1_gross_up_factor
Available options: fbt_type1_gross_up_factor, fbt_type2_gross_up_factor
gst_on_ecm_flagenum<string>default:yes
Available options: yes, no
guarantor1_namestring
guarantor1_phonestring
guarantor2_namestring
guarantor2_phonestring
guarantor3_namestring
guarantor3_phonestring
history_only_flagenum<string>default:no
Available options: yes, no
inclusion_client_exclusionsstring[]

Inclusion Client Exclusions

infringement_notestring
initial_billingsinteger
insurerstring
interest_marginnumber
interim_service_flagenum<string>default:yes
Available options: yes, no
invoice_optionsenum<string>default:detail-only
Available options: detail-only, summary-only, summary-and-detail
itc_passed_on_flagenum<string>default:yes
Available options: yes, no
itc_passed_on_ratenumber
last_contact_datestring
lead_timeinteger
lease_replacement_feenumber
lessee_rate_include_vmp_flagenum<string>default:no
Available options: yes, no
luxury_charge_applied_flagenum<string>default:yes
Available options: yes, no
luxury_charge_event_flagenum<string>default:no
Available options: yes, no
luxury_charge_invoiced_flagenum<string>default:yes
Available options: yes, no
maintenance_uplift_ratenumber
management_feenumber
medicare_levy_flagenum<string>default:yes
Available options: yes, no
mla_datestring
mla_non_standard_flagenum<string>
Available options: yes, no
mla_notestring
mobilestring
namestring
next_contact_datestring
no_of_ftesinteger
novated_leases_flagenum<string>
Available options: yes, no
novated_leases_notestring
novated_management_feenumber
package_admin_feenumber
packaging_advice_feenumber
packaging_fees_per_yearnumber
pass_on_itcsstring
pay_cycle_idstring
pay_cycle_id2string
pay_cycle_id2_active_flagenum<string>default:no
Available options: yes, no
pay_cycle_id3string
pay_cycle_id3_active_flagenum<string>default:no
Available options: yes, no
pay_cycle_id_active_flagenum<string>default:no
Available options: yes, no
payment_methodenum<string>
Available options: direct-debit, cheque, cash, other, credit-card, eft
payroll_cut_offstring
payroll_cut_off_daysinteger
payroll_datestring
payroll_date2string
payroll_date3string
pcodestring
periodic_startinteger
periods_deferredinteger
phonestring
policy_numberstring
postal_address1string
postal_address2string
postal_address_detail_pidstring
Example: GAVIC424617164
postal_areastring
postal_country_idstring
postal_pcodestring
postal_stateenum<string>
Available options: VIC, NSW, ACT, QLD, WA, SA, TAS, NT, NZ
potential_financeinteger
potential_fleet_managedinteger
potential_fleet_sizeinteger
potential_novatedinteger
potential_operatinginteger
print_finance_flagenum<string>default:no
Available options: yes, no
proposal_datestring
prospect_notestring
prospect_priorityenum<string>
Available options: , High, Medium, Low
prospect_probabilityenum<string>
Available options: 20%, 40%, 60%, 80%, 100%
prospect_startstring
purchase_order_nostring
purchase_stamp_duty_exempt_flagenum<string>default:no
Available options: yes, no
quarterly_rates_flagenum<string>
Available options: yes, no
quarterly_rates_notestring
quote_client_notestring
quote_internal_notestring
rcti_flagenum<string>default:no
Available options: yes, no
recall_notice_notestring
reg_ctp_typeenum<string>default:business
Available options: business, private
reg_label_notestring
report_delivery_typeenum<string>default:email
Available options: email, post
residual_feenumber
residual_marginnumber
return_itc_via_payroll_flagenum<string>default:no
Available options: yes, no
revs_feenumber
salary_typeenum<string>
Available options: total-package, base-only, base-plus-super, fixed-super
send_approval_email_flagenum<string>default:yes
Available options: yes, no
send_reg_label_novatedenum<string>default:driver
Available options: not-applicable, driver, client-contact-1, client-contact-2, account-payable, account-manager
send_reg_label_othersenum<string>default:client-contact-1
Available options: not-applicable, driver, client-contact-1, client-contact-2, account-payable, account-manager
shared_fleet_flagenum<string>
Available options: yes, no
shared_fleet_notestring
sic_codestring
sl_export_flagenum<string>
Available options: yes, no
sourcing_feenumber
stateenum<string>
Available options: VIC, NSW, ACT, QLD, WA, SA, TAS, NT, NZ
supplier_id_brokerstring
supplier_id_insurerstring
supplier_id_repairerstring
target_strike_rateinteger
user_idstring
user_id_salesstring
visit_last_datestring
visit_next_datestring
wear_tear_allowancenumber

Response

application/vnd.catch-e-api.v1+json

Client patched successfully

abnstring
acnstring
address1string
address2string
address_detail_pidstring
Example: GAVIC424617164
advance_arrearsenum<string>default:advance
Available options: advance, arrears
agreed_lessee_ratenumber
allow_operating_fbt_type_flagenum<string>default:yes
Available options: yes, no
allow_quoting_flagenum<string>default:no
Available options: yes, no
allow_quoting_within_cap_flagenum<string>default:yes
Available options: yes, no
approval_limitnumber
approval_notestring
arbnstring
areastring
bank_account_numberstring
bank_account_suffixstring
bank_bsbstring
bespoke_field_valuesobject
billing_by_client_order_no_flagenum<string>default:no
Available options: yes, no
billing_email_attachment_typeenum<string>default:pdf
Available options: pdf, csv, pdf-and-csv
billing_group_email_flagenum<string>default:no
Available options: yes, no
billing_intervalenum<string>default:monthly
Available options: weekly, fortnightly, monthly, bi-annually, annually, period
billing_terms_idstring
billing_type_flagenum<string>default:any
Available options: any, periodic, combined
booking_billing_typeenum<string>default:billing
Available options: single, billing
booking_notestring
budgets_term_deferred_flagenum<string>
Available options: yes, no
business_start_datestring
car_allowance_impact_flagenum<string>default:no
Available options: yes, no
channel_idstring
client_agreement_type_idstring
client_classstring
client_codestring
client_credit_ratings_idstring
client_defaultsobject

Client Defaults

client_group_idstring
client_group_notestring
client_idstring
client_id_externalstring
client_id_parentstring
client_industry_idstring
client_typeenum<string>
Available options: fleet, prospect, sundry, inactive, lead
common_dayenum<string>default:1
Available options: monday, tuesday, wednesday, thursday, friday, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, eom
company_tax_ratenumber
competitorsstring
contact1_emailstring
contact1_job_titlestring
contact1_namestring
contact1_notestring
contact1_phonestring
contact2_emailstring
contact2_job_titlestring
contact2_namestring
contact2_notestring
contact2_phonestring
contact3_emailstring
contact3_job_titlestring
contact3_namestring
contact3_notestring
contact3_phonestring
contact4_emailstring
contact4_job_titlestring
contact4_namestring
contact4_notestring
contact4_phonestring
contact5_emailstring
contact5_job_titlestring
contact5_namestring
contact5_notestring
contact5_phonestring
contact_notestring
contract_inertia_flagenum<string>default:no
Available options: yes, no
contract_pay_cycle_from_quote_flagenum<string>
Available options: yes, no
corporate_type_idstring
cost_centres_mandatory_flagenum<string>default:no
Available options: yes, no
country_idstring
delivery_feenumber
dirty_flagstring
discount_fordstring
discount_holdenstring
discount_mitsubishistring
discount_spare1string
discount_spare2string
discount_spare3string
discount_spare4string
discount_spare5string
discount_toyotastring
disposal_feenumber
document_feenumber
document_fee_budgetednumber
due_datestring
early_terminations_policystring
ecm_allowed_flagenum<string>
Available options: no, yes
ecm_flagenum<string>default:yes
Available options: yes, no
employer_fbt_typeenum<string>default:full-fbt-payable
Available options: full-fbt-payable, concessional-30000-exempt, concessional-17000-exempt, rebatable, not-applicable
establishment_feenumber
etags_managed_flagenum<string>
Available options: yes, no
etags_managed_notestring
event_ecm_flagenum<string>default:no
Available options: yes, no
event_nuds_flagenum<string>default:no
Available options: yes, no
facility_type_idstring
faxstring
fbt_email_novatedenum<string>default:no
Available options: yes, no
fbt_email_otherenum<string>default:no
Available options: yes, no
fbt_notestring
fbt_reporting_flagenum<string>default:no
Available options: yes, no
finance_accepted_datestring
finance_budget_term_deferred_flagenum<string>
Available options: yes, no
finance_limitnumber
finance_review_datestring
financial_year_endenum<string>
Available options: January, February, March, April, May, June, July, August, September, October, November, December
financials_datestring
fixed_statutory_ratenumber
fixed_super_ratenumber
foc_car_policystring
free_km_bufferinteger
fuel_card_notestring
fuel_feenumber
fuel_managed_flagenum<string>
Available options: yes, no
fuel_on_deliverynumber
fuel_supplierstring
gross_up_rate_typeenum<string>default:fbt_type1_gross_up_factor
Available options: fbt_type1_gross_up_factor, fbt_type2_gross_up_factor
gst_on_ecm_flagenum<string>default:yes
Available options: yes, no
guarantor1_namestring
guarantor1_phonestring
guarantor2_namestring
guarantor2_phonestring
guarantor3_namestring
guarantor3_phonestring
history_only_flagenum<string>default:no
Available options: yes, no
inclusion_client_exclusionsstring[]

Inclusion Client Exclusions

infringement_notestring
initial_billingsinteger
insurerstring
interest_marginnumber
interim_service_flagenum<string>default:yes
Available options: yes, no
invoice_optionsenum<string>default:detail-only
Available options: detail-only, summary-only, summary-and-detail
itc_passed_on_flagenum<string>default:yes
Available options: yes, no
itc_passed_on_ratenumber
last_contact_datestring
lead_timeinteger
lease_replacement_feenumber
lessee_rate_include_vmp_flagenum<string>default:no
Available options: yes, no
luxury_charge_applied_flagenum<string>default:yes
Available options: yes, no
luxury_charge_event_flagenum<string>default:no
Available options: yes, no
luxury_charge_invoiced_flagenum<string>default:yes
Available options: yes, no
maintenance_uplift_ratenumber
management_feenumber
medicare_levy_flagenum<string>default:yes
Available options: yes, no
mla_datestring
mla_non_standard_flagenum<string>
Available options: yes, no
mla_notestring
mobilestring
namestring
next_contact_datestring
no_of_ftesinteger
novated_leases_flagenum<string>
Available options: yes, no
novated_leases_notestring
novated_management_feenumber
package_admin_feenumber
packaging_advice_feenumber
packaging_fees_per_yearnumber
pass_on_itcsstring
pay_cycle_idstring
pay_cycle_id2string
pay_cycle_id2_active_flagenum<string>default:no
Available options: yes, no
pay_cycle_id3string
pay_cycle_id3_active_flagenum<string>default:no
Available options: yes, no
pay_cycle_id_active_flagenum<string>default:no
Available options: yes, no
payment_methodenum<string>
Available options: direct-debit, cheque, cash, other, credit-card, eft
payroll_cut_offstring
payroll_cut_off_daysinteger
payroll_datestring
payroll_date2string
payroll_date3string
pcodestring
periodic_startinteger
periods_deferredinteger
phonestring
policy_numberstring
postal_address1string
postal_address2string
postal_address_detail_pidstring
Example: GAVIC424617164
postal_areastring
postal_country_idstring
postal_pcodestring
postal_stateenum<string>
Available options: VIC, NSW, ACT, QLD, WA, SA, TAS, NT, NZ
potential_financeinteger
potential_fleet_managedinteger
potential_fleet_sizeinteger
potential_novatedinteger
potential_operatinginteger
print_finance_flagenum<string>default:no
Available options: yes, no
proposal_datestring
prospect_notestring
prospect_priorityenum<string>
Available options: , High, Medium, Low
prospect_probabilityenum<string>
Available options: 20%, 40%, 60%, 80%, 100%
prospect_startstring
purchase_order_nostring
purchase_stamp_duty_exempt_flagenum<string>default:no
Available options: yes, no
quarterly_rates_flagenum<string>
Available options: yes, no
quarterly_rates_notestring
quote_client_notestring
quote_internal_notestring
rcti_flagenum<string>default:no
Available options: yes, no
recall_notice_notestring
reg_ctp_typeenum<string>default:business
Available options: business, private
reg_label_notestring
report_delivery_typeenum<string>default:email
Available options: email, post
residual_feenumber
residual_marginnumber
return_itc_via_payroll_flagenum<string>default:no
Available options: yes, no
revs_feenumber
salary_typeenum<string>
Available options: total-package, base-only, base-plus-super, fixed-super
send_approval_email_flagenum<string>default:yes
Available options: yes, no
send_reg_label_novatedenum<string>default:driver
Available options: not-applicable, driver, client-contact-1, client-contact-2, account-payable, account-manager
send_reg_label_othersenum<string>default:client-contact-1
Available options: not-applicable, driver, client-contact-1, client-contact-2, account-payable, account-manager
shared_fleet_flagenum<string>
Available options: yes, no
shared_fleet_notestring
sic_codestring
sl_export_flagenum<string>
Available options: yes, no
sourcing_feenumber
stateenum<string>
Available options: VIC, NSW, ACT, QLD, WA, SA, TAS, NT, NZ
supplier_id_brokerstring
supplier_id_insurerstring
supplier_id_repairerstring
target_strike_rateinteger
user_idstring
user_id_salesstring
visit_last_datestring
visit_next_datestring
wear_tear_allowancenumber