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  • Getting Started
  • AuthenticateService
  • AccountService
  • AttachmentService
  • BudgetService
  • ClientService
  • CompanyService
  • FileService
  • InvoiceService
  • PaymentService
  • PersonService
  • ProductService
  • ProjectService
  • SalesOppService
  • TemplateService
  • TimeService
  • TransactionService

PersonService

This services creates contacts in 24SevenOffice. The property Id is the primary ID and cannot be specified when creating a new contact. If you specify an Id, this means that you are updating a contact.

Warning

Please note: It is not possible to create employees through the PersonService.

PersonServicePersonService WSDL

Data Types

Guides

Retrieve Contact

Retrive persons by using the GetPersons method or if you need more informtion on that contact, use the GetPersonsDetailed method. We recommend using the GetPersons method if you are able to.

    <GetPersons xmlns="http://24sevenOffice.com/webservices">
      <personSearch>
        <ChangedAfter>2019-01-01T00:00:00</ChangedAfter>
      </personSearch>
    </GetPersons>

Save a contact

Save a person by using the SavePerson method.

   <?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema"   xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
     <SavePerson xmlns="http://24sevenOffice.com/webservices">
      <personItem>
        <Comment>Add your comment here</Comment>
        <ConsumerPersonNo>1234567</ConsumerPersonNo>
        <Country>NO</Country>
        <CustomerId>100</CustomerId>
        <DateOfBirth>1995-01-01</DateOfBirth>
        <Department>Development</Department>
        <EmailAddresses>
          <EmailAddress>
            <Description>Work</Description>
            <Type>Primary</Type>
            <Value>Work@Work.com</Value>
          </EmailAddress>
        </EmailAddresses>
        <EmployeeNumber>1234</EmployeeNumber>
        <FaxNumber>
          <Description>Fax Home</Description>
          <Type>Primary</Type>
          <Value>fax@fax.no</Value>
        </FaxNumber>
        <FirstName>Bob</FirstName>
        <Gender>Male</Gender>
        <LastName>Olsen</LastName>
        <Nickname>Bobby</Nickname>
        <PersonalStatus>Single</PersonalStatus>
        <PhoneNumbers>
          <PhoneNumber>
            <Description>Work</Description>
            <Type>Mobile</Type>
            <Value>12345678</Value>
          </PhoneNumber>
        </PhoneNumbers>
        <PostAddress>
          <City>Skien</City>
          <Country>NO</Country>
          <County>Telemark</County>
          <Description>Home</Description>
          <PostalArea>Telemark</PostalArea>
          <PostalCode>1234</PostalCode>
          <State>Buskerud</State>
          <Street>Teststreet 1</Street>
          <Type>Post</Type>
        </PostAddress>
        <RelationData>
          <RelationData>
            <CustomerId>1234</CustomerId>
            <Email>Olsen@email.no</Email>
            <Mobile>12345678</Mobile>
            <Phone>87654321</Phone>
            <Title>Boss</Title>
          </RelationData>
         </RelationData>
        <Url>homepage url</Url>
        <Workplace>Industries AS</Workplace>
        <WorkPosition>Boss</WorkPosition>
        <IsPrivate>false</IsPrivate>
        <HourCost>250</HourCost>
      </personItem>
    </SavePerson>
  </soap:Body>
</soap:Envelope>

Add relation to a contact

Use the MakeRelation method to add a relation to a contact.

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <MakeRelation xmlns="http://24sevenOffice.com/webservices">
      <relation>
        <ContactId>123456</ContactId>
        <CustomerId>100</CustomerId>
        <Email>olsen@email.no</Email>
        <Mobile>12345678</Mobile>
        <Phone>87654321</Phone>
        <Title>Relation Olsen</Title>
      </relation>
    </MakeRelation>
  </soap:Body>
</soap:Envelope>

Retrieve relations from a contact

The method GetRelations is used to retrieve relations or use the GetRelationsChangedAfter method to receive relations created after a specific date.

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetRelations xmlns="http://24sevenOffice.com/webservices">
      <personId>123456</personId>
    </GetRelations>
  </soap:Body>
</soap:Envelope>

Add notes to a contact

To save a note you need to use the AddNote method.

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <AddNote xmlns="http://24sevenOffice.com/webservices">
      <note>
        <Subject>Note 1</Subject>
        <Description>Note description</Description>
        <PersonId>123456</PersonId>
      </note>
    </AddNote>
  </soap:Body>
</soap:Envelope>

Retrieve notes from a contact

To retrieve notes you need to use the GetNotes method. And you have to input the personId as a parameter.

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetNotes xmlns="http://24sevenOffice.com/webservices">
      <personId>123456</personId>
    </GetNotes>
  </soap:Body>
</soap:Envelope>

Delete notes

To delete a note you need to use the DeleteNote method. You can also use the DeleteNoteById to delete a note. This method needs only the NoteId.

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <DeleteNote xmlns="http://24sevenOffice.com/webservices">
      <note>
        <Id>1234</Id>
        <Subject>Note 1</Subject>
        <Description>Delete note</Description>
        <EmployeeId>12345678</EmployeeId>
        <DateAdded>2010-01-01</DateAdded>
        <Date>2020-01-01</Date>
        <PersonId>123456</PersonId>
      </note>
    </DeleteNote>
  </soap:Body>
</soap:Envelope>

Retrieve contact id

To retrieve a contact id or personId use the GetPersonId or the GetPersonIdsByUserName method.

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetPersonId xmlns="http://24sevenOffice.com/webservices">
      <consumerPersonNo>1234</consumerPersonNo>
    </GetPersonId>
  </soap:Body>
</soap:Envelope>

Methods

MethodInput typeReturn typeDescription
AddCategoryToPersonpersonId(Long), categoryId(Int)Adds a CRM Category to a person
RemoveCategoryFromPersonpersonId(Long), categoryId(Int)Removes a CRM Category from a person
GetPersonCategoryListpersonId(Long)int[]Returns a list of category ids for a specific person
GetPersonArrayCategoryListpersonIds(Int[])PersonCategories[]Returns a list of category ids for an array of persons
GetCategoryList-Category[]Returns a list of all CRM categories
AddNoteNoteDataintAdds a note and returns the Id of the added note
DeleteNoteNoteDataDeletes a note
DeleteNoteByIdnoteId(Int)Deletes a note by using the id
GetNotespersonId(Long)NoteData[]Gets all notes for a specific person
GetPersonIdconsumerPersonNo(String)longGets 24SevenOffice’s Person Id that corresponds to the given Consumer Person Id
GetPersonIdsByUserNameusername(String)long[]Gets a list of Person Ids from a username in 24SO’s system
GetPersonsPersonSearchParametersPersonItem[]Gets a list of persons
GetPersonsDetailedPersonSearchParametersPersonItem[]Gets a list of persons with more detailed information
SavePersonPersonItemlongSaves a person and returns its ID
GetRelations-
GetRelationsChangedAfterdatetime
MakeRelationRelationDataboolInsert/update relationdata between a company and a contact.
Last Updated: 1/24/24, 8:37 AM
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