Acumatica API - Endpoint Default 24 200 001 icon

Acumatica API - Endpoint Default 24 200 001

Interact with Acumatica Endpoint Default/24.200.001

Actions478

Business Account → Insert/Update

AI-generated

Summary

Creates or updates a Business Account in Acumatica, supporting nested data for contacts, addresses, and custom fields.

Inputs

  • Business Account — The business account name.
  • Primary Contact — A fixed collection defining the primary contact's details including name, email, phone, and address.
  • Main Address — A fixed collection defining the main address (street, city, state, country, postal code).
  • Contacts — A fixed collection (multiple values supported) defining additional contacts with details like email, phone, and address.
  • Attributes — A fixed collection (multiple values supported) defining custom attribute-value pairs.
  • Activities — A fixed collection (multiple values supported) defining activity details like type, category, and time spent.
  • Locations — A fixed collection (multiple values supported) defining physical locations for the business account.
  • Orders — A fixed collection (multiple values supported) defining associated orders.
  • Contracts — A fixed collection (multiple values supported) defining associated contracts.
  • Opportunities — A fixed collection (multiple values supported) defining associated opportunities.
  • Cases — A fixed collection (multiple values supported) defining associated cases.
  • Relations — A fixed collection (multiple values supported) defining relationships to other accounts or contacts.
  • Additional Fields — A collection of other supported fields such as Owner, Source Campaign, Parent Account, and various IDs.

Output shape

a single record containing the created or updated Business Account's data

The operation returns the full data structure of the account as defined by the Acumatica API, including nested objects for contacts, addresses, and custom fields.

Examples

Example 1: Create a new Business Account with a primary contact and main address

Set 'Business Account' to the company name, populate 'Primary Contact' with name and email, and define 'Main Address' details.

Example 2: Upsert an existing account by providing the Business Account ID

Set 'Business Account' to the account name and specify the 'Business Account ID' in 'Additional Fields' to identify the record to update.

Example 3: Create an account with multiple contacts and custom attributes

Populate 'Contacts' with multiple entries and 'Attributes' with custom field-value pairs.

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