Datasoft REST API ## Sections • [Getting Started](https://restapideveloper.datasoft.global/getting-started-1.md): Title Description Title Creating a Web User Updating a Web User Creating an Entity Update an Entity Creating an Entity Contact Updating an Entity Contact Creating a Beneficiary Updating a Beneficiary Creating a Web Deal Updating a Web Deal Creating a Corporate Deal Updating a Corporate Deal • [Authorization](https://restapideveloper.datasoft.global/authorization.md): The Authorization section of the Datasoft REST API allows users to authenticate and authorize access to their accounts and resources. Through this section, users can securely manage authentication tokens, verify user credentials, and control access to their data. • [Login (via web user)](https://restapideveloper.datasoft.global/authorization/login-via-web-user.md): The Datasoft REST API provides a functional endpoint, Post Token, which is primarily used to generate a unique token. This unique token serves as a key to gain necessary privileges to interact with the system. To get the access to the calls , the web user must be authorized and an access token for the respective user must be generated. After the successful authorization, the user can continue making the API Calls. To login as a web user, the API utilizes parameters for passing essential values including Customer ID, Username and Password in creation process. The token creation process is secure and robust. It is designed to ensure that only valid requests succeed in generating a token. Invalid requests receive a status code of 400, and an error message is returned that provides details about the reason for failure. This feedback is particularly useful in identifying the cause of unsuccessful token requests and aids in troubleshooting. It's important to note that tokens are typically temporary and have an expiration period. Hence, it is crucial to handle token expiration and regeneration appropriately in your implementation. Note: The login credentials can be provided upon request. • [Login (via fxo user)](https://restapideveloper.datasoft.global/authorization/login-via-fxo-user.md): The Datasoft REST API API provides a functional endpoint, Post Token, which is primarily used to generate a unique token. This unique token serves as a key to gain necessary privileges to interact with the system. To get the access to the calls , the fxo user must be authorized and an access token for the respective user must be generated. After the successful authorization, the user can continue making the API Calls. To login as a web user, the API utilizes parameters for passing essential values including Username and Password and Organization ID in creation process. The token creation process is secure and robust. It is designed to ensure that only valid requests succeed in generating a token. Invalid requests receive a status code of 400, and an error message is returned that provides details about the reason for failure. This feedback is particularly useful in identifying the cause of unsuccessful token requests and aids in troubleshooting. It's important to note that tokens are typically temporary and have an expiration period. Hence, it is crucial to handle token expiration and regeneration appropriately in your implementation. Note: The login credentials can be provided upon request. • [Account](https://restapideveloper.datasoft.global/account.md): The Account section of the Datasoft REST API primarily focuses on providing access to a user's account details. It allows for the retrieval of essential account information, which includes but is not limited to the user's personal details, account status, and the date the account was created. This part of the API is crucial across a variety of use-cases. For example, it is often utilized in support settings where it's necessary to pull up a user's account details quickly. It's also used in user management scenarios, where a user's account details might need to be reviewed or confirmed. A key feature of this API endpoint is its seamless integration capability. It allows any service or platform using the Nova Rails API to easily fetch the user's account data in a structured format, ready to be integrated into any workflow or system. Finally, a unique consideration for the Account API section is its focus on data security. It ensures that only authorized individuals and systems can access user account details, thereby safeguarding user data. Strict authentication and authorization protocols are in place to ensure that access is limited to those with the appropriate permissions. This ensures that the API aligns with best practices in user privacy and data protection. • [Get Account Balance Amount (via fxo user)](https://restapideveloper.datasoft.global/account/get-account-balance-amount-via-fxo-user.md) • [Get Account Balance Amount (via web user)](https://restapideveloper.datasoft.global/account/get-account-balance-amount-via-web-user.md): This section allows users to retrieve a list of accounts associated with a web portal. Users can filter and sort the output based on various parameters, and the response provides information about the status of the request, error details if applicable, and pagination information. • [Get Account List (via fxo user)](https://restapideveloper.datasoft.global/account/get-account-list-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve a list of FXO accounts. Users can apply various filters and sorting options to customize the output and access additional information such as error codes and paging details. • [Get Multiple Entity Account Balance (via web user)](https://restapideveloper.datasoft.global/account/get-multiple-entity-account-balance-via-web-user.md): This section of the Datasoft REST API allows users to retrieve the account balances of multiple entities associated with a web account. By specifying the entity ID and applying various filters and sorting options, users can retrieve the relevant account balance data. The API response provides valuable information such as the status of the request, error details (if any), and pagination parameters for navigating through the results. • [Get Account Segment (via web user)](https://restapideveloper.datasoft.global/account/get-account-segment-via-web-user.md) • [Get Account Segment (via fxo user)](https://restapideveloper.datasoft.global/account/get-account-segment-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve account segment information. Users can filter and sort the output based on various parameters and receive a response with details such as status, data, error codes, messages, and paging information. • [Get Account Acquired Reason (via web user)](https://restapideveloper.datasoft.global/account/get-account-acquired-reason-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about the reason behind an account's acquisition. Users can filter and sort the output based on various parameters and receive a response with detailed error information if applicable. • [Get Account Acquired Reason (via fxo user)](https://restapideveloper.datasoft.global/account/get-account-acquired-reason-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve the acquired reason for a specific Fxo account. By making a request to this API section, users can obtain information about the acquired reason, such as the status, data, error code, error message, and paging details. • [Get Account Acquisition Method (via web user)](https://restapideveloper.datasoft.global/account/get-account-acquisition-method-via-web-user.md) • [Get Account Acquisition Method (via fxo user)](https://restapideveloper.datasoft.global/account/get-account-acquisition-method-via-fxo-user.md) • [Get All Account Segments (via web user)](https://restapideveloper.datasoft.global/account/get-all-account-segments-via-web-user.md) • [Get All Account Segments (via fxo user)](https://restapideveloper.datasoft.global/account/get-all-account-segments-via-fxo-user.md) • [Validate Account Balance (via fxo user)](https://restapideveloper.datasoft.global/account/validate-account-balance-via-fxo-user.md): V • [Validate Account Balance (via web user)](https://restapideveloper.datasoft.global/account/validate-account-balance-via-web-user.md) • [Admin](https://restapideveloper.datasoft.global/admin.md): The Admin section of the Datasoft REST API allows users to manage and administer their account settings and permissions. Users can perform tasks such as adding or removing users, updating account information, and assigning roles and permissions. • [Change Password (via web user)](https://restapideveloper.datasoft.global/admin/change-password-via-web-user.md) • [Reset Password (via web user)](https://restapideveloper.datasoft.global/admin/reset-password-via-web-user-1.md): This API call allows web users to reset their passwords. By providing the necessary authentication and input parameters, users can securely update their passwords to enhance account security and access control. • [Get Web User (via web user)](https://restapideveloper.datasoft.global/admin/get-web-user-via-web-user.md) • [Get Password Policy List (via web user)](https://restapideveloper.datasoft.global/admin/get-password-policy-list-via-web-user.md) • [Get Password Reset Type (via web user)](https://restapideveloper.datasoft.global/admin/get-password-reset-type-via-web-user.md) • [Get Web Fields (via web user)](https://restapideveloper.datasoft.global/admin/get-web-fields-via-web-user.md) • [Get Web Fields (via fxo user)](https://restapideveloper.datasoft.global/admin/get-web-fields-via-fxo-user.md): This section allows users to retrieve information about web fields in the Datasoft REST API. By utilizing various query parameters, users can filter and sort the output based on their specific requirements. This section provides users with the necessary functionality to manage and organize web fields effectively. • [Get Web Modules (via web user)](https://restapideveloper.datasoft.global/admin/get-web-modules-via-web-user.md) • [Get Web Modules (via fxo user)](https://restapideveloper.datasoft.global/admin/get-web-modules-via-fxo-user.md): G • [Update Web Admin Permissions (via web user)](https://restapideveloper.datasoft.global/admin/update-web-admin-permissions-via-web-user.md): This section of the Datasoft REST API allows users to manage and customize permissions for web admin roles. With this section, users can define the level of access and editing rights for various fields and modules within their web admin interface, ensuring secure and tailored user experiences. • [Update Web Admin Permissions (via fxo user)](https://restapideveloper.datasoft.global/admin/update-web-permissions-via-fxo-user.md) • [Approval](https://restapideveloper.datasoft.global/approval.md): The Approval section of the Datasoft REST API allows users to retrieve information related to approval processes. Users can access details such as approval status, comments, and timestamps, enabling them to track and manage approval workflows efficiently. • [Get All Pending Approvals (via web user)](https://restapideveloper.datasoft.global/approval/get-all-pending-approvals-via-web-user.md) • [Get All Pending Approvals V2 (via web user)](https://restapideveloper.datasoft.global/approval/get-all-pending-approvals-v2-via-web-user.md) • [Get Approval History (via web user)](https://restapideveloper.datasoft.global/approval/get-approval-history-via-web-user.md): This call allows users to retrieve the approval history of the deal, wire, draft, order, ftf. cheque or e-transfer record. With this API call, users can access information such as the status of the approval, error codes, error messages, and paging details. • [Get Approval Levels (via web user)](https://restapideveloper.datasoft.global/approval/get-approval-levels-via-web-user.md): This call of the Datasoft Rest API allows users to retrieve approval levels via a web user. By making a request to this API, users can obtain information about the approval types and their corresponding IDs and names. The API also provides the option to apply filters and sort the output for more targeted results. • [Get Approved Countries (via web user)](https://restapideveloper.datasoft.global/approval/get-approved-countries-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of approved countries for web approval. By utilizing the available filter and sort parameters, users can customize the output based on their specific requirements. This section provides the necessary functionality for managing and displaying approved countries in web approval workflows. • [Get Modules For Approval (via web user)](https://restapideveloper.datasoft.global/approval/get-modules-for-approval-via-web-user.md): This API section allows users to retrieve a list of modules on which the approval can be applied. Users can filter and sort the modules based on various parameters to manage the approval process efficiently. • [Get Pending Approvals for Current User (via web user)](https://restapideveloper.datasoft.global/approval/get-pending-approvals-for-current-user-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of pending approvals specific to the current user. Users can filter the results based on module ID and apply comparison, logical, and grouping operators to further refine the output. Sorting the results in ascending or descending order is also supported. • [Get Saved Approvals (via web user)](https://restapideveloper.datasoft.global/approval/get-saved-approvals-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of saved approvals. By specifying filters and sorting parameters, users can customize the output to fit their specific needs. The response includes status information, data, error details, and pagination details. • [Get Saved Approvals by Module (via web user)](https://restapideveloper.datasoft.global/approval/get-saved-approvals-by-module-via-web-user.md): This API call allows users to retrieve saved web approvals against the module. Users can fetch approval details based on specific module and filter criteria and receive a response containing status information and error details if applicable. Additionally, sorting options are available to organize the output data effectively. • [Update the Approval Policy (via web user)](https://restapideveloper.datasoft.global/approval/update-approval-policy-via-web-user.md): This API call allows users to update the details of an approval policy assigned to a specific user. This functionality enables users to modify the approval level, type, and associated amount for a given approval policy, as well as track custom audit fields related to the policy's creation and updates. • [Create Approval Policy (via web user)](https://restapideveloper.datasoft.global/approval/create-approval-policy-via-web-user.md): This section of the Datasoft REST API allows users to save an approval policy for a specific module. Users can specify the approval level, details of users assigned to the policy, approval type, amount, and custom audit fields. This section enables users to efficiently manage and configure approval policies within their application. • [Delete Approval Policy (via web user)](https://restapideveloper.datasoft.global/approval/delete-approval-policy-via-web-user.md): This section allows users to delete an approval policy record in the Datasoft REST API. By providing the ID of the approval policy, users can easily remove unwanted records and manage their approval policies effectively. • [Delete Approval Policy (via fxo user)](https://restapideveloper.datasoft.global/approval/delete-approval-policy-via-fxo-user.md) • [Delete Esign Approval (for web user)](https://restapideveloper.datasoft.global/approval/delete-esign-approval-for-web-user.md): Thisl section of the Datasoft REST API allows users to delete an electronic signature approval for a web approval process. By utilizing this API, users can easily remove esign approvals associated with specific approval IDs, providing a streamlined workflow for managing web approvals. • [Set Wire Approval (via web user)](https://restapideveloper.datasoft.global/approval/set-wire-approval-via-web-user.md): This section of the Datasoft REST API allows users to approve a specified Wire Template. By providing the necessary parameters, users can easily authorize Wire Templates for further processing or transactions within the Datasoft platform. • [Set Order Approval (via web user)](https://restapideveloper.datasoft.global/approval/set-order-approval-via-web-user.md): This section of the Datasoft REST API allows users to approve a specific order record. By providing the necessary parameters, users can easily manage and track the approval process for orders within their application. • [Set Deal Approval (via web user)](https://restapideveloper.datasoft.global/approval/set-deal-approval-via-web-user.md): This API call of the Datasoft REST API allows users to approve a specific web deal. By providing the necessary parameters, including the deal's value and ID, users can easily approve a deal within their application. • [Set Draft Approval (via web user)](https://restapideveloper.datasoft.global/approval/set-draft-approval-via-web-user.md): This section allows users to set the draft approval for a web approval in the Datasoft REST API. By specifying the value and ID of the draft record, as well as other optional parameters such as entity information and custom audit fields, users can initiate the approval process for a web approval. • [Set FTF Approval (via web user)](https://restapideveloper.datasoft.global/approval/set-ftf-approval-via-web-user.md) • [Set Approval for Esignature (via web user)](https://restapideveloper.datasoft.global/approval/set-approval-for-esignature-via-web-user.md) • [Save Esign Approval (via web user)](https://restapideveloper.datasoft.global/approval/save-esign-approval-via-web-user.md): This section allows users to save an esign approval for a specific module. Users can define the approval level, assign it to specific users, specify the approval type, and set the amount for the approval policy. This section also includes options to track custom audit fields for creation and updates. • [Set Etransfer Approval (via web user)](https://restapideveloper.datasoft.global/approval/set-etransfer-approval-via-web-user.md): This section of the Datasoft REST API allows users to manage electronic transfer approvals within their web applications. With this functionality, users can authorize or revoke approval for specific electronic transfers, track audit information, and customize fields related to the approval process. S • [Set Cheque Approval (via web user)](https://restapideveloper.datasoft.global/approval/set-cheque-approval-via-web-user.md): S • [Esignature](https://restapideveloper.datasoft.global/esignature.md): The Esignature section of the Datasoft REST API allows users to facilitate electronic signatures within their applications. With this functionality, users can efficiently manage the signing process, streamline document workflows, and enhance the overall user experience by eliminating the need for physical signatures. • [Update the Esign Approval (Via Web User)](https://restapideveloper.datasoft.global/esignature/update-esign-approval-via-web-user.md) • [Create Esign Approval (Via Web User)](https://restapideveloper.datasoft.global/esignature/create-esign-approval-via-web-user.md) • [Get All Rejected Esignatures (Via Web User)](https://restapideveloper.datasoft.global/esignature/get-all-rejected-esignatures-via-web-user.md) • [Get All Unapproved Esignatures (Via Web User)](https://restapideveloper.datasoft.global/esignature/get-all-un-approved-esignatures-via-web-user.md): This API section allows users to retrieve all unapproved esignatures in the Datasoft REST API. Users can utilize various query parameters such as filtering and sorting to customize the output based on their specific requirements. • [Get All Approved Esignatures (Via Web User)](https://restapideveloper.datasoft.global/esignature/get-all-approved-esignatures-via-web-user.md): web • [Get Esignature Status (Via Web User)](https://restapideveloper.datasoft.global/esignature/get-esignature-status-via-web-user.md) • [Get Esignature Status (Via FXO User)](https://restapideveloper.datasoft.global/esignature/get-esignature-status-via-fxo-user.md) • [Bank](https://restapideveloper.datasoft.global/bank.md): The Bank section of the Datasoft REST API provides functionality for accessing and managing banking-related information. Users can retrieve details about banks, including their names, locations, and other relevant data. This section enables seamless integration with banking systems and facilitates efficient processing of financial transactions. • [Get Disbursement Balance (Via Web User)](https://restapideveloper.datasoft.global/bank/get-disbursement-balance-via-web-user.md) • [Get Disbursement Balance (Via FXO User)](https://restapideveloper.datasoft.global/bank/get-disbursement-balance-via-fxo-user.md) • [Get Disbursement Bank Accounts (Via Web User)](https://restapideveloper.datasoft.global/bank/get-disbursement-bank-accounts-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of bank accounts associated with web bank disbursements. Users can filter and sort the output based on various parameters such as currency ID and logical operators. This section provides access to essential information needed for managing and tracking disbursements made through web bank accounts. • [Get Disbursement Bank Accounts (Via FXO User)](https://restapideveloper.datasoft.global/bank/get-disbursement-bank-accounts-via-fxo-user.md) • [Get Disbursement Revenue Expense Type (Via Web User)](https://restapideveloper.datasoft.global/bank/get-disbursement-revenue-expense-type-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about revenue and expense types related to bank disbursements. Users can use this section to obtain details such as currency ID, filtering options, logical and comparison operators, and sorting criteria for the output. • [Get Cash Books (Via Web User)](https://restapideveloper.datasoft.global/bank/get-cash-books-via-web-user-1.md): This section of the Datasoft REST API allows users to retrieve cash book information from the web bank. By utilizing various filter and sorting options, users can easily obtain specific cash book data based on their requirements. • [Get Cash Books (Via FXO User)](https://restapideveloper.datasoft.global/bank/get-cash-books-via-fxo-user.md) • [Get Bank (Via FXO User)](https://restapideveloper.datasoft.global/bank/get-bank-via-fxo-user.md) • [Update Bank (Via FXO User)](https://restapideveloper.datasoft.global/bank/update-bank-via-fxo-user-1.md) • [Create Bank (Via FXO User)](https://restapideveloper.datasoft.global/bank/create-bank-via-fxo-user.md) • [Delete Bank (Via FXO User)](https://restapideveloper.datasoft.global/bank/delete-bank-via-fxo-user-1.md): This section of the Datasoft REST API allows users to delete a specific bank record associated with an entity. By providing the ID of the bank record and the corresponding entity ID, users can easily remove unwanted or outdated bank information from the system. • [Update Bank (Via Bank User)](https://restapideveloper.datasoft.global/bank/update-bank-via-bank-user.md) • [Delete Bank (Via Web User)](https://restapideveloper.datasoft.global/bank/delete-bank-via-web-user-1.md): The Web bank delete bank section of the Datasoft REST API allows users to delete a bank record associated with a specific entity. By providing the ID of the bank record to be deleted and the corresponding entity ID, users can easily remove outdated or unnecessary bank information from their system. • [Create Cash Book (Via Web User)](https://restapideveloper.datasoft.global/bank/create-cash-book-via-web-user.md) • [Create Cash Book (Via FXO User)](https://restapideveloper.datasoft.global/bank/create-cash-book-via-fxo-user.md): This section allows users to create a new cash book for the Datasoft REST API. Users can provide various parameters, such as the cash book name, description, and account details, to define the properties and settings of the cash book. • [Update Disbursement (Via Web User)](https://restapideveloper.datasoft.global/bank/update-disbursement-via-web-user.md): This section of the Datasoft REST API allows users to update disbursement information for a web bank transaction. By providing the necessary parameters, users can easily modify details such as record ID, cash book value, notes, and more, ensuring accurate and up-to-date disbursement records. • [Create Disbursement (Via Web User)](https://restapideveloper.datasoft.global/bank/web-bank-create-disbursement-via-web-user.md): This section allows users to create a new disbursement transaction in the Datasoft system. By providing the necessary parameters, users can specify details such as the starting date, cashbook, notes, external ID, transaction date, currency, type, and more for the disbursement. This section enables users to seamlessly initiate disbursement transactions within their application. • [Update Disbursement (via fxo user)](https://restapideveloper.datasoft.global/bank/update-disbursement-via-fxo-user.md): This section of the Datasoft REST API allows users to update and modify disbursement records associated with Fxo bank transactions. Users can update various parameters such as cash book details, transaction dates, currencies, and external source information. • [Create Disbursement (via fxo user)](https://restapideveloper.datasoft.global/bank/create-disbursement-via-fxo-user-1.md): This section allows users to create a new disbursement transaction within the Datasoft system. Users can specify the details of the disbursement, such as the starting date, cashbook, notes, external ID, transaction type, currency, amount, and additional custom audit fields. This API section facilitates the seamless creation of disbursement transactions for efficient financial management. • [Create Open Disbursement (via Web user)](https://restapideveloper.datasoft.global/bank/create-open-disbursement-via-web-user.md) • [Create Open Disbursement (via fxo user)](https://restapideveloper.datasoft.global/bank/create-open-disbursement-via-fxo-user.md): This section of the Datasoft REST API allows users to initiate an open disbursement transaction with Fxo Bank. Users can specify the disbursement details, such as the starting date, cash book, notes, external ID, transaction date, currency, type, and more. This section enables users to seamlessly create and manage open disbursement transactions with Fxo Bank through the API. • [Beneficiary](https://restapideveloper.datasoft.global/beneficiary.md): The Beneficiary section of the Datasoft REST API is a crucial resource designed to interact with the beneficiary data within your application. A 'beneficiary,' in this context, typically refers to an individual or entity that is eligible to receive benefits or profits through a particular transaction. Common use-cases would include financial transactions like transfers, payments, or any other financial operation where a beneficiary is involved. This part of the API allows you to seamlessly fetch, manage, and update beneficiary information in your system. Through leveraging these endpoints, developers can conveniently handle beneficiary data to ensure up-to-date and accurate record-keeping, opening an avenue for cross-application synchronization and data integrity. The Beneficiary section is not just limited to the retrieval of information but also extends to the modification of beneficiary details. This feature is particularly helpful when you need to reflect changes in a beneficiary's status or details in real-time, such as a change in their bank details, address, or contact information. • [Get All Electronic Beneficiary Template (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-all-electronic-beneficiary-template-via-web-user.md) • [Get Beneficiary Account Types (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-beneficiary-account-types-via-web-user.md) • [Get Electronic Beneficiaries (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-electronic-beneficiaries-via-web-user.md): This call allows users to retrieve a list of electronic beneficiaries associated with a specific entity. Users can filter and sort the output using various parameters and receive a response that includes detailed information about each beneficiary. • [Get Electronic Beneficiaries (via fxo user)](https://restapideveloper.datasoft.global/beneficiary/get-electronic-beneficiaries-via-fxo-user.md): This call allows users to retrieve a list of electronic beneficiaries associated with a specific entity. Users can filter and sort the output using various parameters and receive a response that includes detailed information about each beneficiary. • [Get Funding Method (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-funding-method-via-web-user.md): This call allows users to retrieve funding methods available against the given module. Users can access details such as funding picker allowance, payment picker allowance, and other parameters that determine funding and payment options available for selection and editing. • [Get Incoming Beneficiaries (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-incoming-beneficiaries-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of incoming beneficiaries. By specifying the currency ID and payment method ID, users can filter and sort the results to meet their needs. The response includes status information, data for successful requests, and error details for any unsuccessful requests. • [Get Outgoing Beneficiaries (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-outgoing-beneficiaries-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of outgoing beneficiaries based on specified criteria such as currency ID and payment method ID. Users can filter and sort the output, and the response includes status information, data on successful requests, and error details if applicable. • [Get Routing Code List (via fxo user)](https://restapideveloper.datasoft.global/beneficiary/get-routing-code-list-via-fxo-user.md) • [Get Routing Code List (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-routing-code-list-via-web-user.md): This API call allows users to retrieve a list of routing types applicable to the web users. By making use of the provided API parameters, users can filter and sort the output to meet their specific requirements. The response will include relevant data if the status is true, otherwise an error message will be returned. • [Get Routing Types List (via fxo user)](https://restapideveloper.datasoft.global/beneficiary/get-routing-types-list-via-fxo-user.md): This API call allows users to retrieve a list of routing types applicable to FXO users. By making use of the provided API parameters, users can filter and sort the output to meet their specific requirements. The response will include relevant data if the status is true, otherwise an error message will be returned. • [Get Routing Types List (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-routing-types-list-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of available routing types for web wire transactions. By using this section, users can access information about different routing types that can be used for processing web wire transfers within the Datasoft system. • [Get All Electronic Methods (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-all-electronic-methods-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of all available electronic methods for conducting wire transactions. Users can filter and sort the output based on various parameters, and the API response provides detailed information about the status of the request and any error messages encountered. • [Get Beneficiary (via fxo user)](https://restapideveloper.datasoft.global/beneficiary/get-beneficiary-via-fxo-user.md): The Get Beneficiary call is designed to retrieve the details of the given beneficiary. Utilized predominantly within payment processing, transfer routing, and data verification systems, this endpoint provides essential details about beneficiaries, helping users get the relevant information about the assigned beneficiaries. Essentially, the Get Beneficiary endpoint is not just a simple retrieval function - it is a powerful tool that enables you to extract, filter, sort, and manage beneficiary information with ease and precision. • [Delete Beneficiary (via fxo user)](https://restapideveloper.datasoft.global/beneficiary/delete-beneficiary-via-fxo-user.md): The Delete Beneficiary call allows users to remove a beneficiary using the Datasoft Rest API. By providing the appropriate entity and record IDs, users can delete a specific beneficiary record associated with their account. This action helps streamline beneficiary management within the system. • [Create Beneficiary (via web user)](https://restapideveloper.datasoft.global/beneficiary/create-beneficiary-via-web-user.md): The Create Beneficiary call provides an endpoint that enables the creation of a wire template record, a key function that supports the management of wire transfers within your application. This functionality proves beneficial in cases where you need to set up a standardized template for outgoing or incoming wires to a particular beneficiary, thereby improving efficiency and reducing the possibility of errors in repeated transactions. The API takes in a wealth of information about the beneficiary, including personal details, contact information, bank details, and instructions for the wire transaction. It also accommodates data on intermediary banks and any further credit requirements, offering a great depth of flexibility and adaptability to suit various use-cases. Notably, this endpoint also has built-in compliance status features, allowing you to incorporate regulatory checks into the process of creating a beneficiary template. Special fields can be enabled for individual beneficiaries, catering to specific requirements of different jurisdictions or banking institutions. The endpoint also supports the specification of various additional fields, allowing you to customize the template according to your unique business requirements. For instance, you can specify whether the beneficiary is a resident, the type of the wire template (outgoing or incoming), and whether the beneficiary is an individual or an organization. By using this endpoint to create a beneficiary's template record, you can streamline your wire transfer processes, ensure compliance, and improve the overall efficiency of your financial operations. • [Update Beneficiary (via web user)](https://restapideveloper.datasoft.global/beneficiary/update-beneficiary-via-web-user.md): The Create Beneficiary API call provides an endpoint that enables the creation of a wire template record, a key function that supports the management of wire transfers within your application. This functionality proves beneficial in cases where you need to set up a standardized template for outgoing or incoming wires to a particular beneficiary, thereby improving efficiency and reducing the possibility of errors in repeated transactions. The API takes in a wealth of information about the beneficiary, including personal details, contact information, bank details, and instructions for the wire transaction. It also accommodates data on intermediary banks and any further credit requirements, offering a great depth of flexibility and adaptability to suit various use-cases. Notably, this endpoint also has built-in compliance status features, allowing you to incorporate regulatory checks into the process of creating a beneficiary template. Special fields can be enabled for individual beneficiaries, catering to specific requirements of different jurisdictions or banking institutions. The endpoint also supports the specification of various additional fields, allowing you to customize the template according to your unique business requirements. For instance, you can specify whether the beneficiary is a resident, the type of the wire template (outgoing or incoming), and whether the beneficiary is an individual or an organization. By using this endpoint to create a beneficiary's template record, you can streamline your wire transfer processes, ensure compliance, and improve the overall efficiency of your financial operations. • [Create Beneficiary (via fxo user)](https://restapideveloper.datasoft.global/beneficiary/create-beneficiary-via-fxo-user.md): The Create Beneficiary API call provides an endpoint that enables the creation of a wire template record, a key function that supports the management of wire transfers within your application. This functionality proves beneficial in cases where you need to set up a standardized template for outgoing or incoming wires to a particular beneficiary, thereby improving efficiency and reducing the possibility of errors in repeated transactions. The API takes in a wealth of information about the beneficiary, including personal details, contact information, bank details, and instructions for the wire transaction. It also accommodates data on intermediary banks and any further credit requirements, offering a great depth of flexibility and adaptability to suit various use-cases. Notably, this endpoint also has built-in compliance status features, allowing you to incorporate regulatory checks into the process of creating a beneficiary template. Special fields can be enabled for individual beneficiaries, catering to specific requirements of different jurisdictions or banking institutions. The endpoint also supports the specification of various additional fields, allowing you to customize the template according to your unique business requirements. For instance, you can specify whether the beneficiary is a resident, the type of the wire template (outgoing or incoming), and whether the beneficiary is an individual or an organization. By using this endpoint to create a beneficiary's template record, you can streamline your wire transfer processes, ensure compliance, and improve the overall efficiency of your financial operations. • [Delete Beneficiary (via web user)](https://restapideveloper.datasoft.global/beneficiary/delete-beneficiary-via-web-user.md): The "Web wire delete wire" section of the Datasoft REST API allows users to delete a wire template associated with a specific entity. By making a request to this API, users can remove a wire template from their system. • [Get Allowed Payment Types (via fxo user)](https://restapideveloper.datasoft.global/beneficiary/get-allowed-payment-types-via-fxo-user.md): This section allows users to retrieve the allowed payment types for the Fxo wire feature. By making use of this section, users can easily determine which payment types are supported for Fxo wire transactions in the Datasoft REST API. • [Get Allowed Payment Types (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-allowed-payment-types-via-web-user.md) • [Get Beneficiary History (via fxo user)](https://restapideveloper.datasoft.global/beneficiary/get-beneficiary-history-via-fxo-user.md) • [Get Beneficiary History (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-beneficiary-history-via-web-user.md) • [Get Wire Report (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-wire-report-via-web-user.md): This API call allows users to retrieve wire confirmation against the settlement records via a web user interface. Users can filter and sort the output data based on various parameters and receive detailed error information if applicable. • [Get POP Wire Meta Data Rules (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-pop-wire-meta-data-rules-via-web-user.md) • [Get Identifier Wire Meta Data Rules (via web user)](https://restapideveloper.datasoft.global/beneficiary/get-identifier-wire-meta-data-rules-via-web-user.md) • [Update Beneficiary Additional Data (via web user)](https://restapideveloper.datasoft.global/beneficiary/update-beneficiary-additional-data-via-web-user.md) • [Cheque](https://restapideveloper.datasoft.global/cheque.md): The Cheque section of the Datasoft Rest API allows users to interact with cheque-related functionalities. Through this section, users can perform actions such as retrieving cheque details, verifying cheque status, and managing cheque transactions. This section provides comprehensive functionality for seamless integration of cheque-related operations into user applications. • [Get Cheque by ID (via web user)](https://restapideveloper.datasoft.global/cheque/get-cheque-by-id-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a specific cheque record by its ID. Users can use various query parameters to filter and sort the output as needed, making it easy to access the desired cheque information efficiently. • [Update Cheque (via web user)](https://restapideveloper.datasoft.global/cheque/update-cheque-via-web-user.md): This section of the Datasoft REST API allows users to update the details of a cheque. With this section, users can modify the cheque's name, memo, entity, module, address, country, cheque type, email address, default cheque bank, and custom audit fields. • [Create Cheque (via web user)](https://restapideveloper.datasoft.global/cheque/create-cheque-via-web-user.md) • [Get Cheques (via web user)](https://restapideveloper.datasoft.global/cheque/get-cheques-via-web-user.md) • [Compliance](https://restapideveloper.datasoft.global/compliance.md): The Compliance section of the Datasoft REST API allows users to ensure their applications and data meet industry and regulatory compliance requirements. With this API, users can assess, monitor, and manage compliance-related aspects such as data security, privacy, auditing, and risk mitigation. • [Get Acquired Reason (via web user)](https://restapideveloper.datasoft.global/compliance/get-acquired-reason-via-web-user.md): This call of the Datasoft REST API allows users to retrieve the acquired reasons for web compliance. By utilizing various filter and sorting options, users can efficiently retrieve the relevant acquired reasons for their application or platform. Get • [Get Acquired Reason (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-acquired-reason-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve the acquired reasons for fxo compliance. By utilizing various filter and sorting options, users can efficiently retrieve the relevant acquired reasons for their application or platform. • [Get Acquisition Method (via web user)](https://restapideveloper.datasoft.global/compliance/get-acquisition-method-via-web-user.md): This call of the Datasoft REST API allows users to retrieve the list of acquisition methods used for compliance. Users can filter and sort the output based on various parameters. • [Get Acquisition Method (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-acquisition-method-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve the list of acquisition methods used for compliance. Users can filter and sort the output based on various parameters. • [Get Compliance Status (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-compliance-status-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve the list of available compliance statuses. This feature provides users with information about the current compliance status, allowing them to effectively manage their compliance processes. • [Get Compliance Status (via web user)](https://restapideveloper.datasoft.global/compliance/get-compliance-status-via-web-user.md): The "Get Compliance Status" section of the Datasoft REST API allows users to retrieve the list of available compliance statuses. This feature provides users with information about the current compliance status, allowing them to effectively manage their compliance processes. • [Get Attestation Method (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-attestation-method-via-fxo-user.md): This section in the Datasoft REST API allows users to retrieve information about attestation methods for Fxo compliance. Users can filter and sort the output based on various parameters and receive a response that includes the status, data, error details, and paging information. • [Get Attestation Method (via web user)](https://restapideveloper.datasoft.global/compliance/get-attestation-method-via-web-user.md): This section in the Datasoft REST API allows users to retrieve information about the attestation methods used for web compliance. By making a request to this API section, users can obtain details about the attestation methods available and their associated parameters, such as comparison operators, logical operators, and grouping operators. Additionally, the API provides a response containing status information, data, error codes, error messages, and paging details. • [Get Corporate Identification Types (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-corporate-identification-types-via-fxo-user-1.md): This section of the Datasoft REST API allows users to retrieve a list of corporate identification types related to FXO compliance. With this information, users can ensure regulatory compliance and accurately identify corporate entities within their applications or systems. • [Get Corporate Identification Types (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-corporate-identification-types-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve a list of corporate identification types used for web compliance. This information can be utilized to ensure compliance with corporate identification requirements within web applications or systems integrated with Datasoft. • [Get Corporate Director (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-corporate-director-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve information about the given corporate director associated with a specific entity. Users can use various parameters, such as entity ID and record ID, to filter and sort the output, and the API returns a response that includes status, data, and error details. • [Create Corporate Director (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-corporate-director-via-fxo-user.md): This call of the Datasoft REST API allows users to create a corporate director with detailed information such as name, designation, occupation, date of birth, address, and identification details. This enables users to easily manage and maintain records of corporate directors within their system. • [Update Corporate Director (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-corporate-director-via-fxo-user.md): This call of the Datasoft REST API allows users to update an existing corporate director with detailed information such as name, designation, occupation, date of birth, address, and identification details. This enables users to easily manage and maintain records of corporate directors within their system. • [Delete Corporate Director (via fxo user)](https://restapideveloper.datasoft.global/compliance/delete-corporate-director-via-fxo-user.md): This call of the Datasoft Rest API V1 Documentation allows users to delete a specific corporate director record associated with an entity. By providing the Record ID and Entity ID, users can remove a corporate director from their compliance data. • [Get Corporate Identification (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-corporate-identification-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve corporate identification records against the given entity. Users can fetch specific records using the record ID. The API response includes the status of the request, error details if applicable. • [Update Corporate Identification (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-corporate-identification-via-fxo-user-1.md): This section allows users to update the corporate identification record for a specific entity. Users can provide the necessary details such as identification type, identification number, place of issue, and verification date to update the corporate identification record effectively. The API will return a response with the updated status and any associated error codes or messages. • [Create Corporate Identification (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-corporate-identification-via-fxo-user.md): This call of the Datasoft REST API allows users to create a corporate identification record for an entity. With this API, users can provide details such as the identification type, identification number, place of issue, and file attachments for compliance purposes. • [Update Corporate Identification (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-corporate-identification-via-fxo-user.md): This call of the Datasoft REST API allows users to update an existing corporate identification. With this API, users can provide details such as the identification type, identification number, place of issue, and file attachments for compliance purposes. C • [Get Individual Identification (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-individual-identification-via-fxo-user.md): This section of the Datasoft REST API allows users to fetch individual identification records related to compliance with Fxo regulations. Users can retrieve specific records based on record ID or entity ID, and can also apply filters and sorting criteria to customize the output. The response includes status information, data, error details, and pagination parameters. • [Create Individual Identification (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-individual-identification-via-fxo-user.md): This call allows users to create an individual identification record for a specific entity. By providing the necessary information such as identification type, identification number, and attestation method, users can ensure compliance and maintain accurate records within the Datasoft REST API. • [Update Individual Identification (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-individual-identification-via-fxo-user.md): This call allows the user to update an existing Individual Identification record. • [Delete Individual Identification (via fxo user)](https://restapideveloper.datasoft.global/compliance/delete-individual-identification-via-fxo-user.md): This section of the Datasoft REST API allows users to delete an individual identification record associated with a specific entity. By making use of this API, users can remove individual identification data for compliance purposes. • [Get Individual Identifications (via web user)](https://restapideveloper.datasoft.global/compliance/get-individual-identifications-via-web-user.md): This call of the Datasoft REST API allows users to retrieve individual identification records for a specific entity. • [Get Individual Identifications (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-individual-identifications-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve individual identification records for a specific entity. • [Get Individual Identification Types (via web user)](https://restapideveloper.datasoft.global/compliance/get-individual-identification-types-via-web-user.md): This call of the Datasoft REST API allows users to retrieve a list of individual identification types related to compliance for Fxo. This information can be used to ensure regulatory compliance and verify the identity of individuals within the Fxo system. • [Get Individual Identification Types (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-individual-identification-types-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve a list of individual identification types related to compliance for Fxo. This information can be used to ensure regulatory compliance and verify the identity of individuals within the Fxo system. • [Get Individual Profile (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-individual-profile-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve the individual profile of a specified entity ID. This information includes the status, data, error codes, error messages, and paging details associated with the individual profile. • [Update Individual Profile (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-individual-profile-via-fxo-user.md): This section of the Datasoft REST API allows users to update the compliance details of an individual profile associated with an entity. With this API, users can modify various fields such as employer name, employee since, position, occupation, date of birth, acquisition method, nature of relationship, purpose of relationship, address, and more, ensuring accurate and up-to-date compliance information for the individual profile. • [Create Individual Profile (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-individual-profile-via-fxo-user.md): This section allows users to create an individual profile for an entity, providing details such as the employer name, position, occupation, date of birth, and address. Users can also specify the nature and purpose of the relationship for the individual profile. • [Delete Individual Profile (via fxo user)](https://restapideveloper.datasoft.global/compliance/delete-individual-profile-via-fxo-user.md): This section allows users to delete an individual profile record associated with a specific entity. This action helps maintain compliance with regulatory requirements and ensure accurate data management within the system. • [Get Corporate Identifications (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-corporate-identifications-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve corporate identification records for a specified entity. By providing the entity ID and optional filtering and sorting parameters, users can access information about the corporate identifications associated with the entity. • [Get Corporate Identifications (via web user)](https://restapideveloper.datasoft.global/compliance/get-corporate-identifications-via-web-user.md): This call of the Datasoft REST API allows users to retrieve corporate identification records for a specified entity. By providing the entity ID and optional filtering and sorting parameters, users can access information about the corporate identifications associated with the entity. • [Get Corporate Ownership (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-corporate-ownership-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve information about corporate ownership for compliance purposes. Users can fetch corporate ownership details based on a record ID or entity ID, apply filters and sorting, and receive a response with status information and relevant data. • [Update Corporate Ownership (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-corporate-ownership-via-fxo-user.md): The "Fxo compliance update corporate ownership" section of the Datasoft REST API allows users to update corporate ownership details, including names, percentages, addresses, and identification information. This section is essential for maintaining accurate and up-to-date records of corporate ownership within the system. • [Create Corporate Ownership (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-corporate-ownership-via-fxo-user.md): This section of the Datasoft REST API allows users to create corporate ownership details for a specific entity. Users can provide information such as the first name, last name, ownership percentage, occupation, date of birth, address, identification details, and more for the corporate ownership. This section is used to ensure compliance and accurately record the ownership structure of entities. • [Delete Corporate Ownership (via fxo user)](https://restapideveloper.datasoft.global/compliance/delete-corporate-ownership-via-fxo-user.md): This section of the Datasoft REST API allows users to delete the corporate ownership record of an entity. By providing the record ID and entity ID, users can remove the corporate ownership information associated with a specific entity. The API response includes status information and error details if applicable. • [Get Corporate Ownership (via web user)](https://restapideveloper.datasoft.global/compliance/get-corporate-ownership-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about the corporate ownership of a specific entity or record. Users can filter the output using various comparison and logical operators, as well as sort the results. The API response provides detailed information about the status of the request, any error messages, and pagination details. • [Delete Corporate Ownership (via web user)](https://restapideveloper.datasoft.global/compliance/delete-corporate-ownership-via-web-user.md) • [Get Corporate Profile (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-corporate-profile-via-fxo-user.md): This section of the Datasoft REST API allows users to access and retrieve corporate profiles for compliance purposes. Users can fetch specific corporate profiles by providing the record ID or entity ID, and can apply filters and sorting options to customize the output. The API response includes status information, error details, and paging parameters for easy navigation through the results. • [Get Corporate Profile (via web user)](https://restapideveloper.datasoft.global/compliance/get-corporate-profile-via-web-user.md): This section of the Datasoft REST API allows users to access and retrieve corporate profiles for compliance purposes. Users can fetch specific corporate profiles by providing the record ID or entity ID, and can apply filters and sorting options to customize the output. The API response includes status information, error details, and paging parameters for easy navigation through the results. • [Update Corporate Profile (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-corporate-profile-via-fxo-user.md): This section allows users to update and modify the corporate profile details for a specific entity. This includes updating information such as the legal name, trade name, nature of business, incorporation date, and purpose of relationship. Users can use this section to keep the corporate profile information up to date and accurate. • [Create Corporate Profile (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-corporate-profile-via-fxo-user.md): This section allows users to create a corporate profile for an entity. With this API, users can provide information such as the legal name, trade name, nature of business, and incorporation date for the profile. • [Delete Corporate Profile (via fxo user)](https://restapideveloper.datasoft.global/compliance/delete-corporate-profile-via-fxo-user.md): The Fxo compliance delete corporate profile section of the Datasoft REST API allows users to delete a Corporate Profile associated with a specific Record ID and Entity ID. By making a request to this API, users can remove a corporate profile from their system, providing them with control over their data and compliance requirements. • [Update Corporate Profile (via web user)](https://restapideveloper.datasoft.global/compliance/update-corporate-profile-via-web-user.md): This section of the Datasoft REST API allows users to update the corporate profile details for an entity. Users can modify various parameters such as the legal name, trade name, nature of business, incorporation date, and more. • [Create Corporate Profile (via web user)](https://restapideveloper.datasoft.global/compliance/create-corporate-profile-via-web-user.md): The "Web compliance create individual profile" section of the Datasoft REST API allows users to create an individual profile for a corporate entity. This feature enables users to provide detailed information about the corporate profile, including legal and trade names, nature of business, incorporation date, and purpose of the relationship. • [Delete Corporate Profile (via web user)](https://restapideveloper.datasoft.global/compliance/delete-corporate-profile-via-web-user.md): This section of the Datasoft REST API allows users to delete a corporate profile associated with a specific record or entity. This action helps users maintain data compliance and remove unnecessary profiles from their system. The API response provides relevant status and data information, along with error details if applicable. • [Get KYC Verification via fxo user)](https://restapideveloper.datasoft.global/compliance/get-kyc-verification-via-fxo-user.md): This section of the Datasoft REST API allows users to fetch KYC (Know Your Customer) verification details. By providing the record ID or entity ID, users can retrieve information such as status, data, error codes, and error messages related to the KYC verification process. Additionally, users can apply filters and sorting options to customize their query results. • [Update KYC Verification (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-kyc-verification-via-fxo-user.md): This section of the Datasoft REST API allows users to update KYC verification records for entities. This feature enables users to modify verification checklist IDs, entity information, notes, value types, and remarks associated with KYC verification. • [Create KYC Verification (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-kyc-verification-via-fxo-user.md): This section of the Datasoft REST API allows users to create a KYC (Know Your Customer) verification for a specific entity. Users can provide various details such as the ID of the entity, additional notes, and remarks for the verification process. • [Get KYC Verification (via web user)](https://restapideveloper.datasoft.global/compliance/get-kyc-verification-via-web-user.md) • [Update KYC Verification (via web user)](https://restapideveloper.datasoft.global/compliance/update-kyc-verification-via-web-user.md): This section allows users to update KYC verification records for entities. Users can provide additional notes, remarks, and values for the verification, as well as specify the checklist ID and entity ID associated with the verification. • [Create KYC Verification (via web user)](https://restapideveloper.datasoft.global/compliance/create-kyc-verification-via-web-user.md) • [Get KYC Verifications (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-kyc-verifications-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve KYC verification records for a specific entity. By providing the entity ID and optional filters, users can access the status and data of the verification, as well as error details if applicable. Pagination and sorting options are also available. • [Get KYC Verifications (via web user)](https://restapideveloper.datasoft.global/compliance/get-kyc-verifications-via-web-user.md): This section of the Datasoft REST API allows users to retrieve KYC verification records for a specific entity. Users can apply filters and sorting to customize the output and receive detailed error messages if any issues occur. • [Get KYC Verification Checklist (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-kyc-verification-checklist-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve a checklist for verifying customer KYC compliance. This checklist includes information on available comparison operators, logical operators, and grouping operators for filtering the output. The response provides details on the status, data, error codes, messages, paging, and additional codes. • [Get KYC Verification Checklist (via web user)](https://restapideveloper.datasoft.global/compliance/get-kyc-verification-checklist-via-web-user.md): This section of the Datasoft REST API allows users to retrieve and filter compliance-related data for KYC verification. By specifying operators and sorting parameters, users can obtain a response with status information, error details, and paging information. • [Get KYC Renewal (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-kyc-renewal-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve KYC Renewal records for a specific entity or record ID. Users can also apply filters and sorting to customize the output. The response includes status information, data for successful requests, and error details for unsuccessful requests. • [Update KYC Renewal (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-kyc-renewal-via-fxo-user.md): This section of the Datasoft REST API allows users to update the KYC Renewal record for a specific entity. With this functionality, users can modify the status, remarks, and renewal date of the KYC Renewal, providing a comprehensive solution for managing compliance within their system. • [Create KYC Renewal (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-kyc-renewal-via-fxo-user.md): This section of the Datasoft REST API allows users to create a KYC Renewal for a specific entity. By providing the necessary parameters, users can update the status, add remarks, and specify the renewal date for a KYC renewal. Additionally, the API provides detailed error messages and pagination options for a better user experience. • [Get Purpose of Relationship (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-purpose-of-relationship-via-fxo-user.md): This section allows users to retrieve compliance-related information about the purpose of a relationship within the Datasoft REST API. By accessing this section, users can obtain details such as the status, data, error codes, messages, and paging information associated with the purpose of relationship. • [Get Purpose of Relationship (via web user)](https://restapideveloper.datasoft.global/compliance/get-purpose-of-relationship-via-web-user.md) • [Get Flex Field Data (via web user)](https://restapideveloper.datasoft.global/compliance/get-flex-field-data-via-web-user.md): This call of the Datasoft REST API allows users to retrieve and filter compliance data related to flex fields. By specifying the module ID, record ID, and filter parameters, users can obtain relevant information for compliance purposes. The response includes status information, error details, and paging information for easy navigation and analysis. • [Get Flex Field Data (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-flex-field-data-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve and filter compliance data related to flex fields. By specifying the module ID, record ID, and filter parameters, users can obtain relevant information for compliance purposes. The response includes status information, error details, and paging information for easy navigation and analysis. • [Get Case Management (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-case-management-via-fxo-user.md) • [Update Case Management (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-case-management-via-fxo-user.md): This section of the Datasoft REST API allows users to manage and update compliance cases. With this API, users can record case details, track case progress, and add comments and reminders. This section provides comprehensive functionality for effective case management within the system. • [Create Case Management (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-case-management-via-fxo-user.md): This section of the Datasoft REST API allows users to create and manage compliance cases. Users can create new case files, update case details, and track case progress using this API section. • [Delete Case Management (via fxo user)](https://restapideveloper.datasoft.global/compliance/delete-case-management-via-fxo-user.md): This section allows users to delete a specific case management record associated with an entity. By providing the record ID and entity ID, users can easily remove unwanted case management data from the system. • [Get Case Management (via web user)](https://restapideveloper.datasoft.global/compliance/get-case-management-via-web-user.md): The Web compliance case management section of the Datasoft REST API allows users to retrieve case management records related to web compliance. Users can fetch specific case management records by providing the record ID or entity ID, and can also apply filters and sorting options to customize the output. The API response includes information about the status of the request, error details (if any), and pagination details. • [Update Case Management (via web user)](https://restapideveloper.datasoft.global/compliance/update-case-management-via-web-user.md): This section of the Datasoft REST API allows users to manage and update compliance cases. With this API, users can create new cases, update case details, track progress, and assign ownership. This section provides comprehensive functionality for effective case management within the Datasoft system. • [Create Case Management (via web user)](https://restapideveloper.datasoft.global/compliance/create-case-management-via-web-user.md) • [Delete Case Management (via web user)](https://restapideveloper.datasoft.global/compliance/delete-case-management-via-web-user.md): This section allows users to delete a specific case management record associated with a web compliance project. This action enables users to manage and maintain their compliance data by removing unnecessary or outdated case management information from the system. • [Get Reference (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-reference-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve compliance reference records based on various parameters such as record ID and entity ID. Users can filter and sort the output to retrieve specific reference records and receive detailed error messages in case of any issues. • [Update Reference (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-reference-via-fxo-user.md): This section allows users to create a new reference for an entity, providing details such as the entity ID, name, and address. Users can easily update compliance information by including relevant data in the request body, ensuring accurate and up-to-date records. • [Create Reference (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-reference-via-fxo-user.md) • [Delete Reference (via fxo user)](https://restapideveloper.datasoft.global/compliance/delete-reference-via-fxo-user.md) • [Get Reference (via web user)](https://restapideveloper.datasoft.global/compliance/get-reference-via-web-user.md): This section of the Datasoft REST API allows users to retrieve reference data related to web compliance. By providing the necessary parameters, users can fetch specific reference records based on record ID or entity ID, and filter and sort the output as needed. The response includes status information, data, error details, and pagination data for easier navigation. • [Update Reference (via web user)](https://restapideveloper.datasoft.global/compliance/update-reference-via-web-user.md): This section allows users to create a new reference with specific details such as record ID, entity ID, name, address, and custom audit fields. This API section enables users to update and manage reference information for their web compliance needs. • [Create Reference (via web user)](https://restapideveloper.datasoft.global/compliance/create-reference-via-web-user.md): This section allows users to create a new reference for an entity within the Datasoft system. By providing the necessary information such as the record ID, entity ID, name, and address details, users can easily generate a new reference and associate it with the desired entity. This API section simplifies the process of managing references and ensures accurate data within the system. • [Delete Reference (via web user)](https://restapideveloper.datasoft.global/compliance/delete-reference-via-web-user.md): This section of the Datasoft REST API allows users to delete a reference associated with a specific entity. By providing the record ID and entity ID, users can easily remove unwanted reference records, ensuring compliance with web regulations. • [Get Internal Use (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-internal-use-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve and manage internal use records related to Fxo compliance. With this functionality, users can fetch specific internal use records by record ID or entity ID, apply filters and sorting options, and receive detailed error messages if any issues occur. • [Update Internal Use (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-internal-use-via-fxo-user.md): This section allows users to update the internal compliance status of a record. Users can modify various parameters related to compliance, such as suppression of regulatory reporting and the ability to transact. The response provides status information, data output, and error details if applicable. • [Create Internal Use (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-internal-use-via-fxo-user.md) • [Get Internal Use (via web user)](https://restapideveloper.datasoft.global/compliance/get-internal-use-via-web-user.md) • [Update Internal Use (via web user)](https://restapideveloper.datasoft.global/compliance/update-internal-use-via-web-user.md): This section of the Datasoft REST API allows users to update compliance-related information for internal use. Users can modify various parameters such as compliance status, remarks, and audit details to ensure accurate and up-to-date compliance records. The API provides a response with information about the status of the update and potential error messages. • [Create Internal Use (via web user)](https://restapideveloper.datasoft.global/compliance/create-internal-use-via-web-user.md): This section of the Datasoft REST API allows users to create internal use records for a specified entity. Users can set various parameters such as suppressing reporting, allowing transactions, specifying compliance status, adding remarks, and providing audit information. The API will return a response with status information, error codes, and paging details. • [Delete Corporate Identification (via web user)](https://restapideveloper.datasoft.global/compliance/delete-corporate-identification-via-web-user.md): This call allows users to delete a corporate identification record associated with a specific entity. By providing the record ID and entity ID as parameters, users can remove the corporate identification data from the system. The response will include information about the status of the deletion and any error messages if applicable. • [Get Signature Card (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-signature-card-via-fxo-user-1.md) • [Update Signature Card (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-signature-card-via-fxo-user.md): This section allows users to update the signature card details for compliance purposes in the Datasoft REST API. Users can create or modify signature cards by providing various details such as the card holder's name, address, identification information, and more. • [Create Signature Card (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-signature-card-via-fxo-user.md): This section of the Datasoft REST API allows users to create a signature card for a specific entity. By providing necessary information such as the entity ID, personal details of the card holder, address details, and identification details, users can generate a signature card that complies with relevant regulations and requirements. • [Delete Signature Card (via fxo user)](https://restapideveloper.datasoft.global/compliance/delete-signature-card-via-fxo-user.md): This section allows users to delete a specific signature card record associated with an entity. By providing the record ID and entity ID as parameters, users can easily remove unwanted signature card data from the system. • [Get Signature Card (via web user)](https://restapideveloper.datasoft.global/compliance/get-signature-card-via-web-user-1.md) • [Update Signature Card (via web user)](https://restapideveloper.datasoft.global/compliance/update-signature-card-via-web-user.md): This section allows users to create a new signature card for compliance purposes. Users can provide details such as the card holder's personal information, address, identification, and additional custom audit fields. • [Create Signature Card (via web user)](https://restapideveloper.datasoft.global/compliance/create-signature-card-via-web-user.md): This section allows users to create a signature card for a specified entity. Users can provide various details such as the entity ID, card holder information, address details, identification details, and more to generate a signature card. • [Delete Signature Card (via web user)](https://restapideveloper.datasoft.global/compliance/delete-signature-card-via-web-user.md): This section of the Datasoft REST API allows users to delete a specific signature card associated with a web compliance record. By providing the record ID and entity ID, users can easily remove a signature card from the system, ensuring compliance with relevant regulations and data management practices. • [Get Estimated Trading Activity (via web user)](https://restapideveloper.datasoft.global/compliance/get-estimated-trading-activity-via-web-user-1.md) • [Update Estimated Trading Activity (via web user)](https://restapideveloper.datasoft.global/compliance/update-estimated-trading-activity-via-web-user.md) • [Create Estimated Trading Activity (via web user)](https://restapideveloper.datasoft.global/compliance/create-estimated-trading-activity-via-web-user.md): This section of the Datasoft REST API allows users to create estimated trading activities for a specific entity. With this functionality, users can input details such as trade type, currency, deal volume, and number of transactions, as well as provide additional remarks. This section facilitates the management and tracking of estimated trading activities within the system. • [Get Estimated Trading Activity (via fxo user)](https://restapideveloper.datasoft.global/compliance/get-estimated-trading-activity-via-fxo-user-1.md): This section of the Datasoft REST API allows users to retrieve estimated trading activity data for compliance purposes. Users can filter and sort the output based on various parameters such as entity ID, record ID, and filtering operators. This section provides valuable insights into compliance-related trading activities. • [Update Estimated Trading Activities (via fxo user)](https://restapideveloper.datasoft.global/compliance/update-estimated-trading-activities-via-fxo-user.md): This section allows users to create Estimated Trading Activity records for entities within the Datasoft system. Users can specify details such as the trade type, currency, volume, number of transactions, purpose, and remarks for the estimated trading activity. This section also includes custom audit field information for tracking and updating the records. • [Create Estimated Trading Activities (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-estimated-trading-activities-via-fxo-user.md): This section allows users to create estimated trading activity details for a specific entity. Users can specify various parameters such as trade type, currency, deal volume, number of transactions, purpose of transactions, and additional remarks. This section is useful for managing and tracking estimated trading activity within the Datasoft REST API. • [Create Multiple Estimated Trading Activities](https://restapideveloper.datasoft.global/compliance/create-multiple-estimated-trading-activities-1.md) • [Create Multiple Estimated Trading Activities](https://restapideveloper.datasoft.global/compliance/create-multiple-estimated-trading-activities.md) • [Create Multiple KYC Verification (via fxo user)](https://restapideveloper.datasoft.global/compliance/create-multiple-kyc-verification-via-fxo-user.md) • [Create Multiple KYC Verification(via web user)](https://restapideveloper.datasoft.global/compliance/create-multiple-kyc-verification-via-web-user.md): This section allows users to update KYC verifications for multiple entities. Users can provide entity IDs, remarks, and additional notes, as well as specify verification checklist IDs and values. The section provides a response with status information, error details, and paging information if applicable. • [Contact](https://restapideveloper.datasoft.global/contact.md): The Contact section of the Datasoft Rest API allows users to retrieve contact information from the API. With this section, users can access details such as names, emails, and phone numbers of contacts stored in the system. Whether for displaying contact information on a website or integrating it into another application, the Contact section provides the necessary functionality to access and retrieve this data. • [Get All Contact Details (via web user)](https://restapideveloper.datasoft.global/contact/get-all-contact-details-via-web-user.md): This call of the Datasoft REST API allows users to retrieve all contact details for the logged-in entity. Users can filter the output using various operators and also sort the results. • [Get All Contact Details (via fxo user)](https://restapideveloper.datasoft.global/contact/get-all-contact-details-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve all contact details against the given entity id. Users can filter the output using various operators and also sort the results. • [Get Web Activated Contacts (via web user)](https://restapideveloper.datasoft.global/contact/get-web-activated-contacts-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of web activated contacts based on specified filters and sorting criteria. Users can access information such as contact status, data, error details, and paging details, enabling them to manage and analyze web activated contacts effectively. • [Get Web Activated Contacts (via fxo user)](https://restapideveloper.datasoft.global/contact/get-web-activated-contacts-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve web activated contacts. By specifying various filters and sort clauses, users can customize the output to meet their specific needs. The API response provides detailed information about the status, data, error codes, messages, and paging for the retrieved contacts. • [Get All Contacts (via web user)](https://restapideveloper.datasoft.global/contact/get-all-contacts-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of all contacts against the logged-in entity. Users can apply various filters, such as comparison operators and logical operators, to narrow down the results. The section also supports sorting the output in ascending or descending order. • [Get All Contacts (via fxo user)](https://restapideveloper.datasoft.global/contact/get-all-contacts-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve a list of all contacts against the given entity id. Users can apply various filters, such as comparison operators and logical operators, to narrow down the results. The section also supports sorting the output in ascending or descending order. • [Get Contact (via web user)](https://restapideveloper.datasoft.global/contact/get-contact-via-web-user-1.md): This section of the Datasoft REST API allows users to fetch contact information based on specific criteria. Users can retrieve contact details using parameters such as contact ID, filtering operators, sorting, and more. This section provides a convenient way to access and retrieve contact data from the Datasoft system. • [Create Contact (via web user)](https://restapideveloper.datasoft.global/contact/create-contact-via-web-user.md): This call allows users to create a new contact with various details such as email addresses, phone numbers, addresses, and additional custom fields. This section is essential for users who need to add new contacts to their system with comprehensive information. • [Update Contact (via web user)](https://restapideveloper.datasoft.global/contact/update-contact-via-web-user.md): This call allows users to update the details of an existing contact with various details such as email addresses, phone numbers, addresses, and additional custom fields. This section is essential for users who need to add new contacts to their system with comprehensive information. • [Create Contact (via fxo user)](https://restapideveloper.datasoft.global/contact/create-contact-via-fxo-user.md): This call allows users to create a new contact with various details such as email addresses, phone numbers, addresses, and additional custom fields. This section is essential for users who need to add new contacts to their system with comprehensive information. • [Update Contact (via fxo user)](https://restapideveloper.datasoft.global/contact/update-contact-via-fxo-user.md): This call allows users to create a new contact with various details such as email addresses, phone numbers, addresses, and additional custom fields. This section is essential for users who need to add new contacts to their system with comprehensive information. • [Delete Contact (via web user)](https://restapideveloper.datasoft.global/contact/delete-contact-via-web-user.md): This call allows users to delete a specific contact from the Datasoft REST API. By providing the contact ID and entity ID, users can easily remove unwanted contacts from their records. • [Delete Contact (via fxo user)](https://restapideveloper.datasoft.global/contact/delete-contact-via-fxo-user.md): This call allows users to delete a specific contact from the Datasoft REST API. By providing the contact ID and entity ID, users can easily remove unwanted contacts from their records. • [Get Contact (via fxo user)](https://restapideveloper.datasoft.global/contact/get-contact-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve contact information by specifying the contact ID. With this section, users can efficiently fetch specific contact details based on their requirements, enhancing data retrieval and analysis capabilities. • [Get Contact (via web user)](https://restapideveloper.datasoft.global/contact/get-contact-via-web-user.md): This call of the Datasoft REST API allows users to retrieve contact information by specifying the contact ID. With this section, users can efficiently fetch specific contact details based on their requirements, enhancing data retrieval and analysis capabilities. • [Fxo contact update contact](https://restapideveloper.datasoft.global/contact/fxo-contact-update-contact.md): This section allows users to update various details of a contact, such as their name, email address, phone numbers, addresses, and more. By using this API, users can easily modify and maintain accurate contact information within the Datasoft system. • [Get Customer Service Groups (via fxo user)](https://restapideveloper.datasoft.global/contact/get-customer-service-groups-via-fxo-user.md): This API section allows users to retrieve customer service groups associated with the FXO user. By providing the necessary parameters, users can filter and sort the output to obtain the desired information. • [Get Customer Service Groups (via web user)](https://restapideveloper.datasoft.global/contact/get-customer-service-groups-via-web-user.md): This API section allows users to retrieve customer service groups associated with the given web user. By providing the necessary parameters, users can filter and sort the output to obtain the desired information. • [Get Contact Group (via web user)](https://restapideveloper.datasoft.global/contact/get-contact-group-via-web-user.md): This section of the Datasoft REST API allows users to retrieve and filter contact groups associated with a web contact. By specifying filter and sort parameters, users can efficiently retrieve the desired contact group information for further processing or analysis. • [Get Contact Group (via fxo user)](https://restapideveloper.datasoft.global/contact/get-contact-group-via-fxo-user.md): This section allows users to retrieve contact groups associated with FXO contacts. By utilizing the available query parameters, users can filter and sort the output to suit their specific needs. This section provides an essential functionality for managing and organizing contacts within the Datasoft REST API. • [Get Customer Service (via fxo user)](https://restapideveloper.datasoft.global/contact/get-customer-service-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve customer service contact information for a specific entity. Users can filter the output based on various parameters, such as entity ID and sorting criteria. This section enables users to easily access and manage customer service contacts within their applications. • [Update Customer Service (via fxo user)](https://restapideveloper.datasoft.global/contact/update-customer-service-via-fxo-user.md) • [Create Customer Service (via fxo user)](https://restapideveloper.datasoft.global/contact/create-customer-service-via-fxo-user.md): This section allows users to create a new customer service record for an entity. Users can provide various details such as relationship manager, customer service group, introduced by, remarks, acquired reason, lost reason, sales channels, entity ID, and reference ID. This section enables users to efficiently track and manage customer service information within the Datasoft REST API. • [Delete Customer Service (via fxo user)](https://restapideveloper.datasoft.global/contact/delete-customer-service-via-fxo-user.md): This section allows users to delete a customer service entity in the Datasoft system using the provided entity ID. By making use of this API, users can easily remove specific customer service data from their application or database. • [Get Customer Contact Group (via web user)](https://restapideveloper.datasoft.global/contact/get-customer-contact-group-via-web-user.md) • [Get Customer Contact Group (via fxo user)](https://restapideveloper.datasoft.global/contact/get-customer-contact-group-via-fxo-user.md) • [Get Groups for Contact (via web user)](https://restapideveloper.datasoft.global/contact/get-groups-for-contact-via-web-user.md) • [Get Groups for Contact (via fxo user)](https://restapideveloper.datasoft.global/contact/get-groups-for-contact-via-fxo-user.md) • [Get Contact Phone (via web user)](https://restapideveloper.datasoft.global/contact/get-contact-phone-via-web-user.md) • [Delete Customer Service (via web user)](https://restapideveloper.datasoft.global/contact/delete-customer-service-via-web-user.md): This section of the Datasoft REST API allows users to delete a customer service record associated with a specified entity ID. By making use of this functionality, users can easily remove unwanted customer service data from their system. • [CRM](https://restapideveloper.datasoft.global/crm.md): The CRM section of the Datasoft REST API enables users to manage customer relationship data. With this section, users can create, update, retrieve, and delete customer information, track customer interactions, and analyze customer behavior to improve their overall CRM strategy. • [Get Entity Note (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-entity-note-via-fxo-user.md) • [Get Journal Entry (Via Web User)](https://restapideveloper.datasoft.global/crm/get-journal-entry-via-web-user.md) • [Create Entity Note (Via FXO User)](https://restapideveloper.datasoft.global/crm/create-entity-note-via-fxo-user-1.md) • [Create Entity Note (Via FXO User)](https://restapideveloper.datasoft.global/crm/create-entity-note-via-fxo-user.md): This section allows users to delete a specific note associated with a CRM entity in the Datasoft REST API. By making use of this functionality, users can easily remove unwanted or outdated notes from their CRM system. • [Get Entity Note (Via Web User)](https://restapideveloper.datasoft.global/crm/get-entity-note-via-web-user.md) • [Update Entity Note (Via Web User)](https://restapideveloper.datasoft.global/crm/update-entity-note-via-web-user-1.md): This section of the Datasoft REST API allows users to modify or update notes associated with entities in the CRM system. Users can edit the title, content, and other details of a note, as well as track changes made by custom audit fields. The API provides a response with status information, data updates, error codes, and pagination details. • [Create Entity Note (Via Web User)](https://restapideveloper.datasoft.global/crm/create-entity-note-via-web-user.md) • [Delete Entity Note (Via Web User)](https://restapideveloper.datasoft.global/crm/delete-entity-note-via-web-user.md) • [Entity Note V2 (Via Web User)](https://restapideveloper.datasoft.global/crm/entity-note-v2-via-web-user-1.md) • [Entity Note V2 (Via FXO User)](https://restapideveloper.datasoft.global/crm/entity-note-v2-via-fxo-user.md) • [Get CRM Status (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-crm-status-via-fxo-user.md) • [Get CRM Status (Via Web User)](https://restapideveloper.datasoft.global/crm/get-crm-status-via-web-user.md): This section of the Datasoft REST API allows users to retrieve the status of their CRM data. By making a request to this API, users can obtain information about the status of their CRM data, including error codes, messages, and paging details. • [Get CRM Categories (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-crm-categories-via-fxo-user.md) • [CRM Categories (Via Web User)](https://restapideveloper.datasoft.global/crm/crm-categories-via-web-user.md) • [Get CRM Owners (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-crm-owners-via-fxo-user.md) • [Get CRM Owners (Via Web Users)](https://restapideveloper.datasoft.global/crm/get-crm-owners-via-web-users.md) • [Update CRM Task (Via FXO User)](https://restapideveloper.datasoft.global/crm/update-crm-task-via-fxo-user.md) • [Create CRM Task (Via FXO User)](https://restapideveloper.datasoft.global/crm/create-crm-task-via-fxo-user.md) • [Delete CRM Task (Via FXO User)](https://restapideveloper.datasoft.global/crm/delete-crm-task-via-fxo-user.md) • [Update CRM Task (Via Web User)](https://restapideveloper.datasoft.global/crm/update-crm-task-via-web-user.md): This section of the Datasoft REST API allows users to update CRM tasks in a web CRM system. By providing the necessary parameters, users can modify task details such as subject, description, due date, and more. The API response provides status information, including error codes and messages, as well as paging information for navigating through the results. • [Create CRM Task (Via Web User)](https://restapideveloper.datasoft.global/crm/create-crm-task-via-web-user.md) • [Delete CRM Task (Via Web User)](https://restapideveloper.datasoft.global/crm/delete-crm-task-via-web-user.md) • [Get All Tasks V2 (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-all-tasks-v2-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve all tasks related to the CRM module. By specifying various parameters such as entity ID, filters, sorting, pagination, and more, users can customize the output to suit their needs. The API response includes status information, data, error details, and pagination details. • [Get All Tasks V2 (Via Web User)](https://restapideveloper.datasoft.global/crm/get-all-tasks-v2-via-web-user.md) • [Get Task By ID (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-task-by-id-via-fxo-user.md) • [Get Task By ID (Via Web User)](https://restapideveloper.datasoft.global/crm/get-task-by-id-via-web-user.md): This section of the Datasoft REST API allows users to retrieve specific CRM tasks by their unique ID. This section enables users to access detailed information about individual tasks, including their status, data, error codes, and messages. Users can also apply filters and sorting options to customize the output according to their requirements. • [Get Spread Template Ranges (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-spread-template-ranges-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve information about the ranges associated with a specific spread template in the CRM module. By providing the spread template ID, users can access details such as the status, data, error codes, and paging information related to the spread template ranges. • [Get Spread Template Ranges (Via Web User)](https://restapideveloper.datasoft.global/crm/get-spread-template-ranges-via-web-user.md) • [Get Entity Spread Template Details For CRM (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-entity-spread-template-details-for-crm-via-fxo-user.md): This section provides details for the spread template associated with a CRM entity in the Datasoft REST API. Users can retrieve information about the spread template, including its status, data, error codes, and pagination details. • [Get Entity Spread Template Details For CRM (Via Web User)](https://restapideveloper.datasoft.global/crm/get-entity-spread-template-details-for-crm-via-web-user.md): This section of the Datasoft REST API allows users to retrieve the spread template details for a CRM entity in a web CRM. By making use of various query parameters such as entity ID, filter, and sort, users can customize the output to meet their specific requirements. The API response will include status information, data, error details, and paging information, enabling users to efficiently manage and analyze their CRM data. • [Get Entity Fee Details (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-entity-fee-details-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve fee details associated with CRM entities. With this section, users can access information about fees, such as status, data, error codes, messages, paging details, and additional codes, to effectively manage and analyze fee-related data within their CRM systems. • [Get Entity Fee Details (Via Web User)](https://restapideveloper.datasoft.global/crm/get-entity-fee-details-via-web-user.md) • [Get Fee Cost Details (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-fee-cost-details-via-fxo-user.md) • [Get Fee Cost Details (Via Web User)](https://restapideveloper.datasoft.global/crm/get-fee-cost-details-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about fees and costs related to their CRM activities. Users can query the API to filter and sort the output based on various parameters, and the response will include details about the status, data, error codes, messages, and paging information. • [Get Client Deal Limit For CRM (Via Web User)](https://restapideveloper.datasoft.global/crm/get-client-deal-limit-for-crm-via-web-user.md) • [Get Client Deal Limit For CRM (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-client-deal-limit-for-crm-via-fxo-user.md) • [Create Client Contact (Via FXO User)](https://restapideveloper.datasoft.global/crm/create-client-contact-via-fxo-user.md): This section allows users to create a new client contact in the Datasoft REST API. Users can populate various parameters such as entity value, ID, contact ID, home and business numbers, and custom audit fields to create a client contact. The API response includes status, data, error codes, messages, and paging information. • [Create Client Contact (Via Web User)](https://restapideveloper.datasoft.global/crm/create-client-contact-via-web-user.md) • [Get CRM Events (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-crm-events-via-fxo-user.md) • [Web Get CRM Events (Via Web User)](https://restapideveloper.datasoft.global/crm/web-get-crm-events-via-web-user.md) • [Get Dashboard Date Filters (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-dashboard-date-filters-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve date filters for the CRM dashboard. With this functionality, users can apply various filter and sorting parameters to customize the output and effectively analyze their CRM data. • [Get Dashboard Date Filters (Via Web User)](https://restapideveloper.datasoft.global/crm/get-dashboard-date-filters-via-web-user.md) • [Get Dashboard Duration Filters (Via FXO User)](https://restapideveloper.datasoft.global/crm/get-dashboard-duration-filters-via-fxo-user.md) • [Get Dashboard Duration Filters (Via Web User)](https://restapideveloper.datasoft.global/crm/get-dashboard-duration-filters-via-web-user.md) • [Deal](https://restapideveloper.datasoft.global/deal.md): The “Deal” section in the Datasoft Rest API documentation provides the essential functionality for interacting with the deals in your application's database. It allows you to retrieve information about a specific deal or a list of deals, based on certain criteria that you specify. This is particularly useful for situations where you need to display deal information on your application, assess the performance of specific deals, or collate data for reporting purposes. The API is designed with flexibility in mind, so you can easily integrate it into your existing application structure and business processes. It facilitates operations such as fetching a single deal through its unique identifier or retrieving a list of deals that meet certain conditions. This can be especially beneficial in scenarios like analyzing deal trends or generating deal-based reports and analytics. In addition to the basic retrieval functions, the "Deal" API provides advanced features to enhance your interactions with deal data. It handles sorting and filtering, allowing you to easily customize your deal queries based on your specific requirements. While this API is powerful and versatile, its usage is straightforward. It is designed not only for technical developers but also for non-technical roles who might need to access deal data for business analysis or decision-making purposes. In terms of security, the API adheres to industry best practices to ensure the privacy and integrity of the data accessed and transferred. Note that to use this API, you would require appropriate authorization credentials. • [Get Client Forward Outstanding Balances (via web user)](https://restapideveloper.datasoft.global/deal/get-client-forward-outstanding-balances-via-web-user.md) • [Get Client Forward Outstanding Balances (via fxo user)](https://restapideveloper.datasoft.global/deal/get-client-forward-outstanding-balances-via-fxo-user.md): G • [Get Currency for Deal (via fxo user)](https://restapideveloper.datasoft.global/deal/get-currency-for-deal-via-fxo-user.md) • [Get Currency For Deal (via web user)](https://restapideveloper.datasoft.global/deal/get-currency-for-deal-via-web-user.md) • [Get Currency for Deal by Type (via fxo user)](https://restapideveloper.datasoft.global/deal/get-currency-for-deal-by-type-via-fxo-user-1.md) • [Get Currency for Deal by Type (via web user)](https://restapideveloper.datasoft.global/deal/get-currency-for-deal-by-type-via-web-user.md): This section of the Datasoft REST API allows users to retrieve the currency information for a deal based on its type. With this section, users can obtain the currency details, such as the currency ID and buy/sell status, for a specific deal type without needing to directly specify the method or endpoint path. • [Get Deal Report (via web user)](https://restapideveloper.datasoft.global/deal/get-deal-report-via-web-user.md): This API call allows users to retrieve deal reports via the web user interface, providing detailed insights and analysis on specific deals within the system. Users can access various parameters such as deal ID, batch ID, and report ID to filter and sort the output data effectively, ultimately facilitating informed decision-making based on the retrieved information. • [Get Deal Types (via web user)](https://restapideveloper.datasoft.global/deal/get-deal-types-via-web-user.md) • [Get FTF Format Types (via web user)](https://restapideveloper.datasoft.global/deal/get-ftf-format-types-via-web-user.md) • [Get FTF Format Types (via fxo user)](https://restapideveloper.datasoft.global/deal/get-ftf-format-types-via-fxo-user.md) • [Get Deal Volume (via web user)](https://restapideveloper.datasoft.global/deal/get-deal-volume-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about the deal volume on their website. Users can filter and sort the output based on various parameters and receive a response that includes the status of the request and relevant data or error messages. • [Get Forward Deal Outstanding Balances (via web user)](https://restapideveloper.datasoft.global/deal/get-forward-deal-outstanding-balances-via-web-user.md) • [Get Forward Deal Outstanding Balances (via fxo user)](https://restapideveloper.datasoft.global/deal/get-forward-deal-outstanding-balances-via-fxo-user.md) • [Get FTF History (via web user)](https://restapideveloper.datasoft.global/deal/get-ftf-history-via-web-user.md) • [Get Payment History (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-history-via-web-user.md) • [Get Payment History V2 (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-history-v2-via-web-user.md) • [Get Payment Action (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-action-via-web-user.md) • [Get Payment Tracker (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-tracker-via-web-user.md): This API call of the Datasoft REST API allows users to retrieve the status of the payments of the web deals. Users can retrieve detailed information about payment status, error messages, and pagination details to effectively monitor and analyze payment transactions. • [Get Payment Tracker V2 (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-tracker-v2-via-web-user.md): This API call of the Datasoft REST API allows users to retreive the status of the payments of the web deals with pagination. Users can retrieve detailed information about payment status, error messages, and pagination details to effectively monitor and analyze payment transactions. • [Get Payment Tracker V3 (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-tracker-v3-via-web-user.md): This API call of the Datasoft REST API is same as the Get Payment Tracker V3 call with an addition of action_id field in the output. Users can retrieve detailed information about payment status, error messages, and pagination details to effectively monitor and analyze payment transactions. • [Get Payment Tracker Item (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-tracker-item-via-web-user.md): This call of the Datasoft REST API allows users to retrieve information about a specific payment against the given settlement ID. Users can fetch details such as the status of the payment, error codes, error messages, paging information, and additional codes related to the payment tracker item. • [Get Payment Tracker Detail (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-tracker-detail-via-web-user.md) • [Get Purpose Of Payment by Id (via web user)](https://restapideveloper.datasoft.global/deal/get-purpose-of-payment-by-id-via-web-user.md) • [Get Purpose of Payments (via web user)](https://restapideveloper.datasoft.global/deal/get-purpose-of-payments-via-web-user.md): This API call allows users to retrieve information about the purpose of payments associated with web deals. Users can filter and sort the output based on various parameters and receive a response containing status, data, error codes, and other relevant details. • [Get UnFinalized Deals (via web user)](https://restapideveloper.datasoft.global/deal/get-unfinalized-deals-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of un-finalized deals. Users can filter the output using various operators and sort the results based on specified parameters. The response provides information on the status of the request, error details if applicable, and pagination information. • [Get UnFinalized Deals (via Fxo user)](https://restapideveloper.datasoft.global/deal/get-unfinalized-deals-via-fxo-user.md) • [Get UnPosted Deals (via web user)](https://restapideveloper.datasoft.global/deal/get-unposted-deals-via-web-user.md) • [Get UnPosted Deals (via fxo user)](https://restapideveloper.datasoft.global/deal/get-unposted-deals-via-fxo-user.md) • [Get UnPosted Deals V2 (via web user)](https://restapideveloper.datasoft.global/deal/get-unposted-deals-v2-via-web-user.md) • [Get UnPosted Deals V2 (via Fxo user)](https://restapideveloper.datasoft.global/deal/get-unposted-deals-v2-via-fxo-user.md) • [Get UnFinalized Deals V2 (via web user)](https://restapideveloper.datasoft.global/deal/get-unfinalized-deals-v2-via-web-user.md) • [Get UnFinalized Deals V2 (via Fxo user)](https://restapideveloper.datasoft.global/deal/get-unfinalized-deals-v2-via-fxo-user.md) • [Get Web Approved Deals (via web user)](https://restapideveloper.datasoft.global/deal/get-web-approved-deals-via-web-user.md): This call of the Datasoft Rest API V1 Documentation allows users to retrieve a list of unapproved deals from the web platform. Users can apply various filters, sorting options, and logical operators to customize the output according to their specific requirements. The response includes detailed status information, error handling, and paging details to efficiently manage and analyze the retrieved data. • [Get Web UnApproved Deals for Current User](https://restapideveloper.datasoft.global/deal/get-web-unapproved-deals-for-current-user.md) • [Get Web Deals (via web user)](https://restapideveloper.datasoft.global/deal/get-web-deals-via-web-user.md): This call allows users to retrieve web deals data. Users can filter and sort the output based on various parameters and receive a response with information such as deal IDs, dates, currencies, amounts, and more. • [Get Web Deals V2 (via web user)](https://restapideveloper.datasoft.global/deal/get-web-deals-v2-via-web-user.md): This section allows users to retrieve a filtered and sorted list of web deals. By specifying various parameters such as filters, sorting criteria, pagination, and authentication tokens, users can efficiently access and manage web deals within the Datasoft REST API. • [Get Web Deal (via web user)](https://restapideveloper.datasoft.global/deal/get-web-deal-via-web-user.md): This call allows users to retrieve information about a specific web deal record. Users can fetch details such as deal history, IDs, dates, notes, and various other attributes related to the web deal. • [Update Web Deal (via web user)](https://restapideveloper.datasoft.global/deal/update-web-deal-via-web-user-1.md): This API call updates an existing Web Deal record. • [Create Web Deal (without requisitions)](https://restapideveloper.datasoft.global/deal/create-web-deal-without-requisitions.md): This API Call allows users to create a web deal without any requisitions. By providing various details such as client information, booker details, trader information, and deal specifics, users can generate a new web deal. The response will include the status of the deal and its corresponding data if successful. • [Create Web Deal (with payments and settlements)](https://restapideveloper.datasoft.global/deal/create-web-deal-with-payments-and-settlements.md): This API call allows users to create a web deal with payments and settlements. Users can input various parameters related to the deal, transaction, payments, and settlements to generate a new web deal. The response will include the status of the deal and its corresponding data if successful. • [Update Web Deal (via web user)](https://restapideveloper.datasoft.global/deal/update-web-deal-via-web-user.md): This API call allows users to create a web deal with payments and settlements. Users can input various parameters related to the deal, transaction, payments, and settlements to generate a new web deal. The response will include the status of the deal and its corresponding data if successful. • [Delete Web Deal (via web user)](https://restapideveloper.datasoft.global/deal/delete-web-deal-via-web-user.md) • [Get Web Deal Payment And Settlement (via web user)](https://restapideveloper.datasoft.global/deal/get-web-deal-payment-and-settlement-via-web-user.md) • [Get Deal Margin Amount (via web user)](https://restapideveloper.datasoft.global/deal/get-deal-margin-amount-via-web-user.md) • [Get Web FTF (via web user)](https://restapideveloper.datasoft.global/deal/get-web-ftf-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information related to web-based deals and face-to-face meetings. This section provides users with the ability to filter and sort the output based on various parameters, and the response includes details about the status and data of the request, as well as any error messages or additional codes. • [Get Web Outstanding Deals (via web user)](https://restapideveloper.datasoft.global/deal/get-web-outstanding-deals-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of outstanding deals related to web-based transactions. By utilizing various filter and sort options, users can efficiently retrieve specific deals based on their requirements. • [Get Web Outstanding Deals V2 (via web user)](https://restapideveloper.datasoft.global/deal/get-web-outstanding-deals-v2-via-web-user.md) • [Get Deal (via fxo user)](https://restapideveloper.datasoft.global/deal/get-deal-via-fxo-user.md): This call allows users to retrieve detailed information about a deal via the fxo user. Users can access various parameters related to the deal, such as deal IDs, dates, client information, trader information, and transaction details. The section also provides error handling information in case of authentication issues. • [Get Deals (via web user)](https://restapideveloper.datasoft.global/deal/get-deals-via-web-user.md) • [Get Deals (via Fxo user)](https://restapideveloper.datasoft.global/deal/get-deals-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve information about FXO deals. Users can apply various operators and grouping options to filter and sort the output according to their requirements. This section provides access to valuable data for managing and analyzing FXO deals. • [Get Deals v2 (via web user)](https://restapideveloper.datasoft.global/deal/get-deals-v2-via-web-user.md) • [Get Deals v2 (via Fxo user)](https://restapideveloper.datasoft.global/deal/get-deals-v2-via-fxo-user.md): Click 'Try it Out' to enter the Authentication Token and then click 'Execute' • [Get Web UnApproved Deals (via web user)](https://restapideveloper.datasoft.global/deal/get-web-unapproved-deals-via-web-user.md): This API call allows users to retrieve a list of web deals that have not been approved. Users can apply various filters and sorting options to customize the output. The response includes detailed information about the status, data, and error messages if applicable. • [Get Web Approved Deals v2 (via web user)](https://restapideveloper.datasoft.global/deal/get-web-approved-deals-v2-via-web-user.md): This section of the Datasoft REST API allows users to retrieve approved deals. Users can filter the output based on various parameters such as status and sort the results in ascending or descending order. The response includes information on the status, data, error codes, messages, and pagination details. • [Get Web Unapproved Deals v2 (via web user)](https://restapideveloper.datasoft.global/deal/get-web-unapproved-deals-v2-via-web-user.md) • [Get Web Payment Method (via web user)](https://restapideveloper.datasoft.global/deal/get-web-payment-method-via-web-user.md): This call allows users to retrieve payment methods associated with a specific web user for web transactions. By accessing this section, users can view details such as available payment options, funding sources, and payment editing capabilities for seamless online transactions. • [Get Swap Deal Rates (via web user)](https://restapideveloper.datasoft.global/deal/get-swap-deal-rates-via-web-user.md) • [Get Swap Deal Rates (via Fxo user)](https://restapideveloper.datasoft.global/deal/get-swap-deal-rates-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve information about swap deal rates for foreign exchange transactions. Users can specify various parameters, such as the deal's entity ID, value date, entry date, and currency details, to filter and sort the output. The API response includes status information, data on swap deal rates, error details if applicable, and pagination information. • [Save Fee for Settlements (via web user)](https://restapideveloper.datasoft.global/deal/save-fee-for-settlements-via-web-user.md) • [Save Fee for Settlements (via Fxo user)](https://restapideveloper.datasoft.global/deal/save-fee-for-settlements-via-fxo-user.md) • [Update Web Forward Deal (via web user)](https://restapideveloper.datasoft.global/deal/update-web-forward-deal-via-web-user.md) • [Create Web Forward Deal (via web user)](https://restapideveloper.datasoft.global/deal/create-web-forward-deal-via-web-user.md): The "Web deal create web forward deal" section of the Datasoft REST API allows users to create a new web forward deal. Users can provide detailed information about the deal, including client and trader details, deal type, transaction details, payment and settlement information, and revenue details. This section enables users to initiate the creation of a web forward deal with all the necessary parameters. • [Post Web Deal (via web user)](https://restapideveloper.datasoft.global/deal/create-web-deal-via-web-user.md): This section allows users to post a web deal to FxOffice by providing information such as the deal ID. The response includes the status, data, error codes, and paging information. • [Post Web Deal (via fxo user)](https://restapideveloper.datasoft.global/deal/create-web-deal-via-fxo-user.md): This section allows users to post a web deal to FxOffice by providing information such as the deal ID. The response includes the status, data, error codes, and paging information. Create • [Reject FTF (via web user)](https://restapideveloper.datasoft.global/deal/reject-ftf-via-web-user.md) • [Create Submit FTF (via web user)](https://restapideveloper.datasoft.global/deal/create-submit-ftf-via-web-user.md) • [Import FTF (via web user)](https://restapideveloper.datasoft.global/deal/import-ftf-via-web-user.md) • [Finalize Deal Payment Settlement (via Fxo user)](https://restapideveloper.datasoft.global/deal/finalize-deal-payment-settlement-via-fxo-user.md): This API call allows the users to finalize the payments and settlements for a particular Fxo deal. By making a request to this API, users can complete the necessary steps to finalize the deal's requisitions, including providing relevant deal information and custom audit fields. The API response will contain status information, data, error codes, and paging details. • [Finalize Deal Payment Settlement (via web user)](https://restapideveloper.datasoft.global/deal/finalize-deal-payment-settlement-via-web-user.md): This API call allows the users to finalize the payments and settlements for a particular Fxo deal. By making a request to this API, users can complete the necessary steps to finalize the deal's requisitions, including providing relevant deal information and custom audit fields. The API response will contain status information, data, error codes, and paging details. • [Show Past Transactions (via web user)](https://restapideveloper.datasoft.global/deal/show-past-transactions-via-web-user.md) • [Show Beneficiary Bank Details (via web user)](https://restapideveloper.datasoft.global/deal/show-beneficiary-bank-details-via-web-user.md): This section of the Datasoft REST API allows users to retrieve the bank details of a beneficiary associated with a web deal. By making use of the provided parameters, users can filter and sort the output based on various criteria. The API response includes information about the status of the request, any error messages, and pagination details. • [Delete Web payment (via web user)](https://restapideveloper.datasoft.global/deal/delete-web-payment-via-web-user.md): This API section allows users to delete a web payment record identified by its ID. By utilizing this section, users can easily remove specific web payment data from the Datasoft system. • [Delete Web Payment (via Fxo user)](https://restapideveloper.datasoft.global/deal/delete-web-payment-via-fxo-user.md) • [Delete Web Settlement (via web user)](https://restapideveloper.datasoft.global/deal/delete-web-settlement-via-web-user.md): This API call allows users to delete a specific web settlement record of the web deal. By utilizing this functionality, users can effectively manage and remove settlement data as needed within the system. • [Delete Web Settlement (via fxo user)](https://restapideveloper.datasoft.global/deal/delete-web-settlement-via-fxo-user.md): This API call allows users to delete a specific web settlement record of the web deal. By utilizing this functionality, users can effectively manage and remove settlement data as needed within the system. • [Save Swap Deal (via web user)](https://restapideveloper.datasoft.global/deal/save-swap-deal-via-web-user.md) • [Save Swap Deal (via Fxo user)](https://restapideveloper.datasoft.global/deal/save-swap-deal-via-fxo-user.md) • [Get Swap Deal (via web user)](https://restapideveloper.datasoft.global/deal/get-swap-deal-via-web-user.md) • [Update Swap Deal (via web user)](https://restapideveloper.datasoft.global/deal/update-swap-deal-via-web-user.md) • [Create Swap Deal (via web user)](https://restapideveloper.datasoft.global/deal/create-swap-deal-via-web-user.md) • [Update Swap Deal (via Fxo user)](https://restapideveloper.datasoft.global/deal/update-swap-deal-via-fxo-user.md) • [Create Swap Deal (via Fxo user)](https://restapideveloper.datasoft.global/deal/create-swap-deal-via-fxo-user.md) • [Decline Quote (via web user)](https://restapideveloper.datasoft.global/deal/decline-quote-via-web-user.md) • [Get Sub Inventory Org (via web user)](https://restapideveloper.datasoft.global/deal/get-sub-inventory-org-via-web-user.md) • [Get Sub Inventory Org (via Fxo user)](https://restapideveloper.datasoft.global/deal/get-sub-inventory-org-via-fxo-user.md) • [Update Web Deal Status (via web user)](https://restapideveloper.datasoft.global/deal/update-web-deal-status-via-web-user.md) • [Update Retail Deal (via web user)](https://restapideveloper.datasoft.global/deal/update-retail-deal-via-web-user.md): This section of the Datasoft REST API allows users to update retail deals for web-based transactions. Users can modify various parameters such as trader details, entry date, exchange rates, transaction amounts, collect and pay details, revenue and expense information, and custom audit fields. The API provides a response with the status of the update and additional data if the update is successful. • [Create Retail Deal (via web user)](https://restapideveloper.datasoft.global/deal/create-retail-deal-via-web-user.md) • [Delete Retail Deal (via web user)](https://restapideveloper.datasoft.global/deal/delete-retail-deal-via-web-user.md) • [Update Retail Deal (via Fxo user)](https://restapideveloper.datasoft.global/deal/update-retail-deal-via-fxo-user.md) • [Create Retail Deal (via Fxo user)](https://restapideveloper.datasoft.global/deal/create-retail-deal-via-fxo-user.md) • [Delete Retail Deal (via Fxo user)](https://restapideveloper.datasoft.global/deal/delete-retail-deal-via-fxo-user.md) • [Validate Retail Deal (via web user)](https://restapideveloper.datasoft.global/deal/validate-retail-deal-via-web-user.md) • [Validate Retail Deal (via fxo user)](https://restapideveloper.datasoft.global/deal/validate-retail-deal-via-fxo-user.md) • [Cancel Deal (via web user)](https://restapideveloper.datasoft.global/deal/cancel-deal-via-web-user.md) • [Cancel Deal (via Fxo user)](https://restapideveloper.datasoft.global/deal/cancel-deal-via-fxo-user.md) • [Create Corporate Deal (via fxo user)](https://restapideveloper.datasoft.global/deal/create-corporate-deal-via-fxo-user.md): This API call allows users to Create Corporate Deals associated with entities, traders, currencies, and other relevant details. Users can specify values, dates, notes, and other parameters to facilitate seamless deal creation and management within the system. • [Update Corporate Deal (via fxo user)](https://restapideveloper.datasoft.global/deal/update-corporate-deal-via-fxo-user.md): This API call allows users to update an existing Corporate Deal Record. • [Create Revenue (via web user)](https://restapideveloper.datasoft.global/deal/create-revenue-via-web-user.md) • [Create Disbursement (via Fxo user)](https://restapideveloper.datasoft.global/deal/create-disbursement-via-fxo-user.md) • [Delete Disbursement (via Fxo user)](https://restapideveloper.datasoft.global/deal/delete-disbursement-via-fxo-user.md): This section of the Datasoft REST API allows users to perform actions related to deleting disbursements for FXO deals. Users can use this section to manage and remove disbursements associated with their FXO deals without specifying the specific method or endpoint path. • [Create Disbursement (via web user)](https://restapideveloper.datasoft.global/deal/create-disbursement-via-web-user.md) • [Delete Disbursement (via web user)](https://restapideveloper.datasoft.global/deal/delete-disbursement-via-web-user.md) • [Create Disbursement Detail (via Fxo user)](https://restapideveloper.datasoft.global/deal/create-disbursement-detail-via-fxo-user.md): The "Fxo deal post disbursement detail" section of the Datasoft REST API allows users to submit and retrieve detailed information about post disbursement transactions in the Fxo deal system. This functionality enables users to track and manage disbursement details for their deals seamlessly within their own applications. • [Create Disbursement Detail (via web user)](https://restapideveloper.datasoft.global/deal/create-disbursement-detail-via-web-user.md) • [Create Deal Payment (via Fxo user)](https://restapideveloper.datasoft.global/deal/create-deal-payment-via-fxo-user.md): This section of the Datasoft REST API allows users to create a new payment for a deal. Users can specify details such as the currency, amount, value date, payee, and reference for the payment. This section also includes custom audit fields for tracking the creation and update of the payment. • [Delete Deal Payment (via Fxo user)](https://restapideveloper.datasoft.global/deal/delete-deal-payment-via-fxo-user.md) • [Create Deal Payment (via web user)](https://restapideveloper.datasoft.global/deal/create-deal-payment-via-web-user.md) • [Delete Deal Payment (via web user)](https://restapideveloper.datasoft.global/deal/delete-deal-payment-via-web-user.md) • [Create Deal Settlement (via Fxo user)](https://restapideveloper.datasoft.global/deal/create-deal-settlement-via-fxo-user.md): This section allows users to create a new deal settlement within the Datasoft REST API. With this functionality, users can specify various details such as the entities involved, actions taken, currency, amount, and payment information for a particular deal settlement. • [Delete Deal Settlement (via Fxo user)](https://restapideveloper.datasoft.global/deal/delete-deal-settlement-via-fxo-user.md) • [Create Deal Settlement (via web user)](https://restapideveloper.datasoft.global/deal/reate-deal-settlement-via-web-user.md): The Web deal create deal settlement section of the Datasoft REST API allows users to create a settlement for a deal. With this functionality, users can specify details such as the amount, currency, payee, and reference for the settlement, as well as any custom audit fields. This section enables users to accurately record and manage settlements within their deals. • [Delete Deal Settlement (via web user)](https://restapideveloper.datasoft.global/deal/delete-deal-settlement-via-web-user.md) • [Post Deal (via Fxo user)](https://restapideveloper.datasoft.global/deal/post-deal-via-fxo-user.md): This API call allows the users to post the given corporate deal record into FxOffice. • [Post Deal (via web user)](https://restapideveloper.datasoft.global/deal/post-deal-via-web-user.md): This API call allows the users to post the given corporate deal record into FxOffice. • [Finalize All Requisitions (via Fxo user)](https://restapideveloper.datasoft.global/deal/finalize-all-requisitions-via-fxo-user.md): This API call allows the users to finalize the payments and settlements for a particular Fxo deal. By making a request to this API, users can complete the necessary steps to finalize the deal's requisitions, including providing relevant deal information and custom audit fields. The API response will contain status information, data, error codes, and paging details. • [Finalize All Requisitions (via web user)](https://restapideveloper.datasoft.global/deal/finalize-all-requisitions-via-web-user.md): This API call allows the users to finalize the payments and settlements for a particular Fxo deal. By making a request to this API, users can complete the necessary steps to finalize the deal's requisitions,, including providing relevant deal information and custom audit fields. The API response will contain status information, data, error codes, and paging details. • [Post All Requisitions (via Fxo user)](https://restapideveloper.datasoft.global/deal/post-all-requisitions-via-fxo-user.md): This API call allows the users to post the payments and settlements for a particular Fxo deal. By making a request to this API, users can complete the necessary steps to post the deal's requisitions, including providing relevant deal information and custom audit fields. The API response will contain status information, data, error codes, and paging details. • [Post All Requisitions (via web user)](https://restapideveloper.datasoft.global/deal/post-all-requisitions-via-web-user.md): This API call allows the users to post the payments and settlements for a particular Fxo deal. By making a request to this API, users can complete the necessary steps to post the deal's requisitions, including providing relevant deal information and custom audit fields. The API response will contain status information, data, error codes, and paging details. • [Create Deal Payment and Settlement (via fxo user)](https://restapideveloper.datasoft.global/deal/create-deal-payment-and-settlement-via-fxo-user.md) • [Create Deal Payment and Settlement (via web user)](https://restapideveloper.datasoft.global/deal/create-deal-payment-and-settlement-via-web-user.md) • [Get Deal Limit for Fundings (via web user)](https://restapideveloper.datasoft.global/deal/get-deal-limit-for-fundings-via-web-user.md) • [Get Deal Limit for Fundings (via fxo user)](https://restapideveloper.datasoft.global/deal/get-deal-limit-for-fundings-via-fxo-user.md) • [Get Deal Limit for Settlements](https://restapideveloper.datasoft.global/deal/get-deal-limit-for-settlements-1.md) • [Get Deal Limit for Settlements](https://restapideveloper.datasoft.global/deal/get-deal-limit-for-settlements.md) • [Get Deal Limit Details for Settlements](https://restapideveloper.datasoft.global/deal/get-deal-limit-details-for-settlements-1.md) • [Get Deal Limit Details for Settlements](https://restapideveloper.datasoft.global/deal/get-deal-limit-details-for-settlements.md) • [Get Deal Limit Details For Fundings](https://restapideveloper.datasoft.global/deal/get-deal-limit-details-for-fundings-1.md) • [Get Deal Limit Details For Fundings](https://restapideveloper.datasoft.global/deal/get-deal-limit-details-for-fundings.md) • [Get Funding History V2 (via fxo user)](https://restapideveloper.datasoft.global/deal/get-funding-history-v2-via-fxo-user.md) • [Get Funding History V2 (via web user)](https://restapideveloper.datasoft.global/deal/get-funding-history-v2-via-web-user.md) • [Get Payment Detail (via web user)](https://restapideveloper.datasoft.global/deal/get-payment-detail-via-web-user.md): This section of the Datasoft REST API allows users to retrieve detailed information about a specific payment record. Users can fetch the payment details by providing the payment ID and other optional parameters such as currency, filtering criteria, and sorting options. • [Get Payment Detail (via fxo user)](https://restapideveloper.datasoft.global/deal/get-payment-detail-via-fxo-user.md) • [Get Cover Deals for Provider (via web user)](https://restapideveloper.datasoft.global/deal/get-cover-deals-for-provider-via-web-user.md): This API section allows users to retrieve cover deals for a provider within a specified date range. Users can also apply various filters, such as comparison operators, logical operators, and grouping operators, to narrow down the results. Additionally, the output can be sorted in ascending or descending order based on specified parameters. • [Get Cover Deals for Provider (via fxo user)](https://restapideveloper.datasoft.global/deal/get-cover-deals-for-provider-via-fxo-user.md) • [Get Saved Deals for Batch (via web user)](https://restapideveloper.datasoft.global/deal/get-saved-deals-for-batch-via-web-user.md): This section of the Datasoft REST API allows users to retrieve saved deals for a batch. Users can apply filters, sorting, and grouping operators to customize their search results. G • [Get Saved Deals for Batch (via fxo user)](https://restapideveloper.datasoft.global/deal/get-saved-deals-for-batch-via-fxo-user.md) • [Finalize and Post Requisitions (via fxo user)](https://restapideveloper.datasoft.global/deal/finalize-and-post-requisitions-via-fxo-user.md) • [Draft](https://restapideveloper.datasoft.global/draft.md): The Draft section of the Datasoft Rest API allows users to manage draft items. Users can create, update, and delete drafts, as well as retrieve a list of drafts. This section provides functionality for users to work with drafts before they are finalized and published. • [Web draft detail](https://restapideveloper.datasoft.global/draft/web-draft-draft-detail.md) • [Web draft history](https://restapideveloper.datasoft.global/draft/web-draft-draft-history.md): This section of the Datasoft REST API allows users to retrieve the draft history for a web draft. By leveraging various filter and sort parameters, users can customize the output to meet their specific needs, obtaining a comprehensive overview of the draft's history. • [Web draft update draft](https://restapideveloper.datasoft.global/draft/web-draft-update-draft.md): This section of the Datasoft REST API allows users to update a specific draft record. Users can modify various parameters, such as the draft's name, address, email, and additional notes. This section enables users to efficiently manage and update draft records within the Datasoft system. • [Web draft create draft](https://restapideveloper.datasoft.global/draft/web-draft-create-draft.md) • [Drawdown](https://restapideveloper.datasoft.global/drawdown.md): The Drawdown section of the Datasoft Rest API Documentation allows users to retrieve information related to drawdowns. Users can access details such as the date, amount, and status of drawdowns made within their account. This section provides a convenient way to track and manage drawdown transactions. • [Get Draw Down Details (via web user)](https://restapideveloper.datasoft.global/drawdown/get-draw-down-details-via-web-user.md): This API call allows users to retrieve detailed information about a specific drawdown record, including status, data, error codes, and paging details. Users can filter and sort the output based on various parameters to customize the response according to their needs. • [Get Draw Down by ID (via web user)](https://restapideveloper.datasoft.global/drawdown/get-draw-down-by-id-via-web-user.md): Retrieve detailed information about a specific drawdown deal by its unique identifier, allowing users to access specific data related to a particular transaction. Users can apply various filters and sorting options to customize the returned results according to their requirements, enabling efficient retrieval and analysis of drawdown deal details. • [Get Draw Down by ID (via fxo user)](https://restapideveloper.datasoft.global/drawdown/get-draw-down-by-id-via-fxo-user.md): Retrieve detailed information about a specific drawdown deal by its unique identifier, allowing users to access specific data related to a particular transaction. Users can apply various filters and sorting options to customize the returned results according to their requirements, enabling efficient retrieval and analysis of drawdown deal details. • [Web draw down deal draw down detail by id](https://restapideveloper.datasoft.global/drawdown/web-draw-down-deal-draw-down-detail-by-id.md) • [Fxo draw down deal draw down detail by id](https://restapideveloper.datasoft.global/drawdown/fxo-draw-down-deal-draw-down-detail-by-id.md) • [Web draw down draw down inv org for web](https://restapideveloper.datasoft.global/drawdown/web-draw-down-draw-down-inv-org-for-web.md) • [Get All Draw Down (via web user)](https://restapideveloper.datasoft.global/drawdown/get-all-draw-down-via-web-user.md): This API call allows users to retrieve detailed information on all drawdown transactions associated with a web user. By accessing this endpoint, users can view essential data such as transaction numbers, client details, dates, and approval status, providing a comprehensive overview of drawdown activities within the system. • [Web draw down drawdown transaction by id](https://restapideveloper.datasoft.global/drawdown/web-draw-down-drawdown-transaction-by-id.md) • [Fxo draw down drawdown transaction by id](https://restapideveloper.datasoft.global/drawdown/fxo-draw-down-drawdown-transaction-by-id.md) • [Web draw down transactions for drawdown](https://restapideveloper.datasoft.global/drawdown/web-draw-down-transactions-for-drawdown.md) • [Fxo draw down transactions for drawdown](https://restapideveloper.datasoft.global/drawdown/fxo-draw-down-transactions-for-drawdown.md) • [Web draw down web drawdowns](https://restapideveloper.datasoft.global/drawdown/web-draw-down-web-drawdowns.md): This section of the Datasoft REST API allows users to retrieve a list of web drawdowns based on specified filters and sorting preferences. With this functionality, users can easily access and organize web drawdown data for their applications or systems. • [Fxo draw down web drawdowns](https://restapideveloper.datasoft.global/drawdown/fxo-draw-down-web-drawdowns.md): This section of the Datasoft REST API allows users to retrieve web drawdowns for Fxo. Users can apply various filters and sorting options to customize the output, such as using comparison operators and logical operators. This section is useful for accessing and organizing web drawdown data efficiently. • [Web drawdowns v2](https://restapideveloper.datasoft.global/drawdown/web-draw-down-web-drawdowns-v2.md) • [Fxo draw down web drawdowns v2](https://restapideveloper.datasoft.global/drawdown/fxo-draw-down-web-drawdowns-v2.md) • [Post Draw Down (via web user)](https://restapideveloper.datasoft.global/drawdown/post-draw-down-via-web-user.md): The post draw down API call of the Datasoft REST API allows users to post a drawdown record with its associated ID and value. This action populates the output response with data if the status is true, while also providing error codes, messages, and details for any errors encountered during the process. Users can also access additional paging information if needed. • [Web draw down update draw down](https://restapideveloper.datasoft.global/drawdown/web-draw-down-update-draw-down.md) • [Create DrawDown (via web user)](https://restapideveloper.datasoft.global/drawdown/create-drawdown-via-web-user.md): This API call enables users to create a drawdown. Users can provide details of the drawdown, such as transaction amount, exchange rate, and deal type, to initiate the drawdown process. Additionally, users can specify additional details and audit information for tracking purposes. • [Web draw down validate draw down transactions](https://restapideveloper.datasoft.global/drawdown/web-draw-down-validate-draw-down-transactions.md) • [Entity](https://restapideveloper.datasoft.global/entity.md): The Entity section of the Datasoft Rest API Documentation provides users with the ability to retrieve information about different entities stored within the system. By accessing this section, users can gather data related to customers, products, or any other entities present in the system. The Entity section of the Datasoft REST API allows users to retrieve information about various entities within the system. Through this section, users can access data related to customers, products, or any other entities stored in the system • [Get Client Margin Configuration (via web user)](https://restapideveloper.datasoft.global/entity/get-client-margin-configuration-via-web-user.md): This call allows users to retrieve the margin factor configuration for a specific entity. By making a request to this API, users can obtain important details such as margin mode, margin percentages, and template information related to client margin configuration. • [Get Client Margin Configuration (via fxo user)](https://restapideveloper.datasoft.global/entity/get-client-margin-configuration-via-fxo-user.md): The "Get Client Margin Configuration" call allows users to retrieve the margin factor configuration for a specific entity. By making a request to this API, users can obtain important details such as margin mode, margin percentages, and template information related to client margin configuration. • [Get Web Document (via web user)](https://restapideveloper.datasoft.global/entity/get-web-document-via-web-user.md) • [Delete Web Document (via web user)](https://restapideveloper.datasoft.global/entity/delete-web-document-via-web-user.md): The Web Entity Delete Web Document section allows users to delete a web document associated with a web entity in the Datasoft REST API. By making use of this functionality, users can easily remove unwanted web documents from their web entities, streamlining their data management process. • [Get Web Document (via fxo user)](https://restapideveloper.datasoft.global/entity/get-web-document-via-fxo-user.md): The "Fxo entity web document" section of the Datasoft REST API allows users to retrieve information about a specific web document associated with an FXO entity. Users can fetch the web document by providing its ID and can also apply filters and sorting options to customize the output. The API response includes status information, data related to the web document, error details (if applicable), and paging information. • [Get Web Documents (via web user)](https://restapideveloper.datasoft.global/entity/get-web-documents-via-web-user.md): The Web entity web documents section of the Datasoft REST API allows users to retrieve web documents associated with a specific entity. Users can filter and sort the output based on various parameters, and the API response includes detailed information about the status and any errors encountered. • [Get Margin Detail (via web user)](https://restapideveloper.datasoft.global/entity/get-margin-detail-via-web-user-1.md) • [Get Margin Detail (via fxo user)](https://restapideveloper.datasoft.global/entity/get-margin-detail-via-fxo-user-1.md) • [Get All Beneficiaries (via web user)](https://restapideveloper.datasoft.global/entity/get-all-beneficiaries-via-web-user-1.md) • [Get All Beneficiaries (via web user)](https://restapideveloper.datasoft.global/entity/get-all-beneficiaries-via-web-user.md) • [Get Customer ID (via web user)](https://restapideveloper.datasoft.global/entity/get-customer-id-via-web-user.md): The "Get Customer ID (via web user)" section allows users to retrieve the customer ID associated with a web user. This information can be used for various purposes, such as user identification or personalization of the user experience. • [Get Entities for User (via web user)](https://restapideveloper.datasoft.global/entity/get-entities-for-user-via-web-user.md) • [Get Entity (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-via-web-user.md): The “Get Entity” API call allows users to retrieve information about a specific Entity record via a web user. Users can input various parameters such as the Entity ID, number, or name to fetch the details for the respective entity. • [Get Entity (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-via-fxo-user.md): The “Get Entity” API call allows users to retrieve information about a specific Entity record via a web user. Users can input various parameters such as the Entity ID, number, or name to fetch the details for the respective entity. • [Create Entity (Corporate Client)](https://restapideveloper.datasoft.global/entity/create-entity-corporate-client.md): This call allows users to create a new entity with various details such as addresses, contact information, customer service details, internal use information, and corporate or individual profile. Users can accomplish this by providing the necessary parameters in the request body and receive a response with the status and data if successful, or error details if any issues occur. • [Update Entity (via fxo user)](https://restapideveloper.datasoft.global/entity/update-entity-via-fxo-user.md): This call allows users to update an existing entity with various details such as addresses, contact information, customer service details, internal use information, and corporate or individual profile. Users can accomplish this by providing the necessary parameters in the request body and receive a response with the status and data if successful, or error details if any issues occur. • [Create Entity (Individual Client)](https://restapideveloper.datasoft.global/entity/create-entity-individual-client.md): This call allows users to create a new entity with various details such as addresses, contact information, customer service details, internal use information, and corporate or individual profile. Users can accomplish this by providing the necessary parameters in the request body and receive a response with the status and data if successful, or error details if any issues occur. • [Delete Entity (via fxo user)](https://restapideveloper.datasoft.global/entity/delete-entity-via-fxo-user.md) • [Get Entity Details (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-details-via-web-user.md): This API call allows users to retrieve detailed information about a specific entity via a web user. Users can access various details such as the entity's name, ID, status, organization details, contact information, and more. • [Get Entity Details (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-details-via-fxo-user.md): This API call allows users to retrieve detailed information about a specific entity via a fxo user. Entity Id, Name or Number is required to fetch the details. Users can access various details such as the entity's name, ID, status, organization details, contact information, and more. • [Get Entity Account Balances (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-account-balances-via-web-user.md): The Get Entity Account Balances section allows users to retrieve the balances of the logged-in entity's internal accounts. By making a request to this section, users can obtain information such as the account value, available amount, and account status for each entity account. • [Get Entity Liquidity Provider (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-liquidity-provider-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about liquidity providers associated with a web entity. By using this section, users can access data such as the status, error codes, messages, and paging details related to liquidity providers. • [Get Entity Spread Details (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-spread-details-via-web-user.md) • [Get Entity Account Transfers (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-account-transfers-via-web-user-1.md) • [Get Entity Account Transfers (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-account-transfers-via-fxo-user.md) • [Get Entity Account Transfers V2 (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-account-transfers-v2-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about account transfers associated with web entities. Users can filter and sort the output, as well as paginate through the results. The response includes data on the transfer status, error messages, paging information, and additional codes. • [Get Entity Account Transfers V2 (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-account-transfers-v2-via-fxo-user.md) • [Get Entity Address (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-address-via-web-user.md) • [Save Entity Address (via fox user)](https://restapideveloper.datasoft.global/entity/save-entity-address-via-fox-user.md) • [Get Entity Beneficiaries (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-beneficiaries-via-web-user.md) • [Get Entity Beneficiaries (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-beneficiaries-via-fxo-user.md) • [Get Entity Contact Address (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-address-via-web-user.md) • [Get Entity Contact Address (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-address-via-fxo-user.md) • [Get Entity Contact Detail (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-detail-via-web-user.md) • [Get Entity Contact List (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-list-via-web-user.md): This API call allows users to retrieve a list of contacts associated with a specific entity. Users can filter the output using various operators, sort the results, and receive a response containing detailed contact information if the status is true. • [Get Entity Contact List (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-list-via-fxo-user.md): This API call allows users to retrieve a list of contacts associated with a specific entity. Users can filter the output using various operators, sort the results, and receive a response containing detailed contact information if the status is true. • [Get Entity Contact Phone (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-phone-via-web-user.md): This section of the Datasoft REST API allows users to retrieve contact phone information associated with a web entity. Users can use various parameters to filter and sort the output, and the API response provides details such as status, data, error codes, and paging information. • [Get Entity Contact Phone (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-phone-via-fxo-user.md) • [Get Entity Contact Web (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-web-via-web-user.md) • [Get Entity Contact Web (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-contact-web-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve contact information for a specific entity. By providing the contact ID and optional filtering and sorting parameters, users can retrieve the contact details and associated error messages if applicable. Get Entity Contact Web (via web user) • [Get Entity Credit Product (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-credit-product-via-web-user.md) • [Update Entity Credit Product (via web user)](https://restapideveloper.datasoft.global/entity/update-entity-credit-product-via-web-user.md): This section allows users to update the details of a credit product associated with an entity in the Datasoft system. With this API, users can modify various attributes of the credit product such as its entity, credit product details, currency, available facility, maximum duration, maximum losses, type, and more. • [Create Entity Credit Product (via web user)](https://restapideveloper.datasoft.global/entity/create-entity-credit-product-via-web-user-1.md) • [Create Entity Credit Product (via fxo user)](https://restapideveloper.datasoft.global/entity/create-entity-credit-product-via-fxo-user-1.md) • [Update Entity Credit Product (via fxo user)](https://restapideveloper.datasoft.global/entity/update-entity-credit-product-via-fxo-user.md): This section of the Datasoft REST API allows users to update the credit product for a specific entity. This section enables users to modify various details related to the credit product, such as the entity, credit product details, currency, facility, maximum duration, maximum losses, type, and more. • [Create Entity Credit Product (via fxo user)](https://restapideveloper.datasoft.global/entity/create-entity-credit-product-via-fxo-user.md) • [Get Entity Deals (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-deals-via-web-user.md): This call allows users to retrieve deals associated with a specific entity. Users can apply various filters and sorting options to customize the output. The response provides information about the status of the request, error details if applicable, and pagination parameters for navigating through the results. • [Get Entity Deals (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-deals-via-fxo-user.md): This call allows users to retrieve deals associated with a specific entity. Users can apply various filters and sorting options to customize the output. The response provides information about the status of the request, error details if applicable, and pagination parameters for navigating through the results. • [Get Entity Deals V2 (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-deals-v2-via-web-user-1.md) • [Get Entity Deals V2 (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-deals-v2-via-fxo-user.md) • [Get All Recipients (via web user)](https://restapideveloper.datasoft.global/entity/get-all-recipients-via-web-user.md) • [Get Entity Approved Recipients (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-approved-recipients-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a list of approved recipients associated with a specific entity ID. Users can apply various filters and sorting options to customize the output based on their requirements. • [Get Entity Unapproved Recipients (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-unapproved-recipients-via-web-user.md) • [Web entity recipients approval status](https://restapideveloper.datasoft.global/entity/web-entity-recipients-approval-status.md): The Web entity recipients approval status section of the Datasoft REST API allows users to retrieve the approval status of recipients associated with web entities. With this functionality, users can easily determine the current approval status of recipients without the need for specific method or endpoint path details. • [Web entity entity electronic beneficiaries](https://restapideveloper.datasoft.global/entity/web-entity-entity-electronic-beneficiaries.md) • [Web entity entity electronic beneficiaries v2](https://restapideveloper.datasoft.global/entity/web-entity-entity-electronic-beneficiaries-v2.md): The Entity Electronic Beneficiaries v2 section of the Datasoft REST API allows users to retrieve information about electronic beneficiaries associated with web entities. Users can filter, sort, and paginate the output to efficiently retrieve the desired data. The response includes status information, error details, and paging information for easy data management. • [Web entity entity electronic beneficiaries v3](https://restapideveloper.datasoft.global/entity/web-entity-entity-electronic-beneficiaries-v3.md) • [Web entity entity information](https://restapideveloper.datasoft.global/entity/web-entity-entity-information.md) • [Get Entity Spread Template (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-spread-template-via-web-user.md): This call allows users to retrieve the entity spread template for a specific entity ID. This template provides information on how the entity is displayed within a web entity. Users can use various filters and sorting options to customize the output response. • [Get Entity Spread Template (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-spread-template-via-fxo-user.md): This call allows users to retrieve the entity spread template for a specific entity ID. This template provides information on how the entity is displayed within a web entity. Users can use various filters and sorting options to customize the output response. • [Get Margin Summary (via fxo user)](https://restapideveloper.datasoft.global/entity/get-margin-summary-via-fxo-user.md) • [Get Margin Summary (via web user)](https://restapideveloper.datasoft.global/entity/get-margin-summary-via-web-user.md): This section of the Datasoft REST API allows users to retrieve a summary of margins for a client associated with a web entity. Users can filter and sort the output using various parameters and operators, and the response includes detailed error codes and messages. • [Get Entity Web (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-web-via-fxo-user.md) • [Gey Entity Web (via web user)](https://restapideveloper.datasoft.global/entity/gey-entity-web-via-web-user.md): The Web entity entity web section of the Datasoft REST API allows users to retrieve web details for a specific entity. Users can filter and sort the output based on various parameters, and the response provides information on the status of the request along with any error messages. • [Get Entity Web Profile (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-web-profile-via-web-user.md) • [Get Entity Web Defaults (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-web-defaults-via-web-user.md): This call allows users to retrieve the web defaults defined against the logged-in entity. This includes various parameters such as the entity's ID, allowance for certain actions, approval settings, and more. Users can use this information to customize the behavior and features available to web users within their entity. • [Get Entity Web Widgets (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-web-widgets-via-web-user.md) • [Get All Entities (via fxo user)](https://restapideveloper.datasoft.global/entity/get-all-entities-via-fxo-user.md): The "Fxo entity all entities" section of the Datasoft REST API allows users to retrieve a list of all entities in the system. Users can apply various filters, sorting options, and logical operators to customize the output. The response includes status information, data for successful requests, and error details for any encountered issues. • [Get Entities v2 (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entities-v2-via-fxo-user.md) • [Get Fee By Method (via web user)](https://restapideveloper.datasoft.global/entity/get-fee-by-method-via-web-user.md): This API call allows users to retrieve fee information based on specific payment method and currency criteria. By providing the method and currency IDs, users can filter and sort the returned fee data using various operators. This section enables users to efficiently access and analyze fee details for their transactions. • [Get Transfer Account From (via web user)](https://restapideveloper.datasoft.global/entity/get-transfer-account-from-via-web-user.md): The Web entity transfer account from section of the Datasoft REST API allows users to retrieve transfer account information from a web entity. Users can specify various parameters such as module ID, currency ID, and account status to filter and sort the output. The response provides information on the status of the request, data related to the transfer account, and any error details if applicable. • [Get Transfer Account To (via web user)](https://restapideveloper.datasoft.global/entity/get-transfer-account-to-via-web-user.md) • [Get Web User by Entity (via web user)](https://restapideveloper.datasoft.global/entity/get-web-user-by-entity-via-web-user.md) • [Get Entity Defaults (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-defaults-via-web-user-1.md) • [Get Entity Defaults (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-defaults-via-fxo-user.md): The Fxo entity entity defaults section allows users to retrieve the default settings for a specific entity. Users can access important information such as the status, data, error codes, and paging details related to the entity. This section is useful for configuring and managing entity defaults efficiently. • [Get Entity Web Users (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-web-users-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about web users associated with a specific entity. By using various filter and sorting options, users can customize the output to meet their specific needs. The response provides status information, data on the web users, error details if applicable, and pagination data. • [Get Entity Valid File Extensions (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-valid-file-extensions-via-web-user-1.md): This section of the Datasoft REST API allows users to retrieve a list of valid file extensions for web entities. Users can use this information to ensure that uploaded files comply with the accepted formats within their web entities. • [Get Entity Valid File Extensions (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-valid-file-extensions-via-fxo-user.md): Click 'Try it Out' to enter the Authentication Token and then click 'Execute' • [Get All Entity Account Statement (via web user)](https://restapideveloper.datasoft.global/entity/get-all-entity-account-statement-via-web-user-1.md): This section of the Datasoft REST API allows users to retrieve account statements for all entities within a web entity. Users can filter and sort the output based on various parameters, and the response includes detailed information about the status, data, error codes, and pagination. • [Get All Entity Account Statement (via fxo user)](https://restapideveloper.datasoft.global/entity/get-all-entity-account-statement-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve account statements for all entities. Users can filter and sort the output based on various parameters, and the response includes status information, error details, and paging information. • [Get Entity Account Statement (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-account-statement-via-web-user.md) • [Get Entity Account Statement and Transfers](https://restapideveloper.datasoft.global/entity/get-entity-account-statement-and-transfers.md): This API call of the Datasoft REST API allows users to retrieve account statements and transfers for a specific entity account within a given date range. Users can also apply filters and sorting parameters to customize their query results. The response includes status information, data for successful requests, and error details for any failed requests. • [Get Entity Statement Report (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-statement-report-via-web-user.md) • [Get Open Transactions for Entity (via web user)](https://restapideveloper.datasoft.global/entity/get-open-transactions-for-entity-via-web-user.md): This section of the Datasoft REST API provides users with the ability to retrieve open transactions for a specific web entity. With the option to filter and sort the output, users can easily obtain the necessary information for managing and analyzing their web entity's transactions. • [Get Web User By ID (via web user)](https://restapideveloper.datasoft.global/entity/get-web-user-by-id-via-web-user-1.md): This API call allows users to retrieve web entity web user details using a unique User ID. Users can apply various filters, sorting options, and logical operators to customize the output. The response provides status information, data if successful, and detailed error messages for any issues encountered during the operation. • [Get Web Document Types (via web user)](https://restapideveloper.datasoft.global/entity/get-web-document-types-via-web-user.md) • [Get Web Document Types (via fxo user)](https://restapideveloper.datasoft.global/entity/get-web-document-types-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve a list of web document types associated with Fxo entities. This information can be used to categorize and manage web documents within the system. • [Get Entity Public Documents (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-public-documents-via-web-user.md) • [Get Entity Public Document (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-public-document-via-web-user.md) • [Upload Web Document (via web user)](https://restapideveloper.datasoft.global/entity/upload-web-document-via-web-user.md): This section of the Datasoft REST API allows users to upload web documents of various types. Users can specify the type of document to be uploaded, provide the file name and bytes, and include custom audit field information. The API returns a response with status information, data if the upload is successful, and error details if applicable. • [Upload Entity Document (via fxo user)](https://restapideveloper.datasoft.global/entity/upload-entity-document-via-fxo-user.md): This API Call uploads entity documents, providing a means to store and manage essential files related to entities within the system. Users can easily upload documents such as contracts, agreements, or certificates, supporting seamless document handling and organization within the platform. • [Upload Entity Document (via web user)](https://restapideveloper.datasoft.global/entity/upload-entity-document-via-web-user.md): This API Call uploads entity documents, providing a means to store and manage essential files related to entities within the system. Users can easily upload documents such as contracts, agreements, or certificates, supporting seamless document handling and organization within the platform. • [Get Entity Document (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-document-via-web-user.md) • [Update Entity Document (via web user)](https://restapideveloper.datasoft.global/entity/update-entity-document-via-web-user.md) • [Delete Entity Document (via web user)](https://restapideveloper.datasoft.global/entity/delete-entity-document-via-web-user.md) • [Get Entity Document (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-document-via-fxo-user.md) • [Update Entity Document (via fxo user)](https://restapideveloper.datasoft.global/entity/update-entity-document-via-fxo-user.md): This section allows users to update a specific document for an entity. Users can update the file name, file contents, and other relevant details for the document. This section provides flexibility for managing and modifying entity documents within the Datasoft REST API. • [Delete Entity Document (via fxo user)](https://restapideveloper.datasoft.global/entity/delete-entity-document-via-fxo-user.md) • [Get Related Entity (via web user)](https://restapideveloper.datasoft.global/entity/get-related-entity-via-web-user-1.md) • [Create Related Entity (via web user)](https://restapideveloper.datasoft.global/entity/create-related-entity-via-web-user.md) • [Delete Related Entity (via web user)](https://restapideveloper.datasoft.global/entity/delete-related-entity-via-web-user.md) • [Get Related Entity (via fxo user)](https://restapideveloper.datasoft.global/entity/get-related-entity-via-fxo-user.md) • [Create Related Entity (via fxo user)](https://restapideveloper.datasoft.global/entity/create-related-entity-via-fxo-user.md) • [Delete Related Entity (via fxo user)](https://restapideveloper.datasoft.global/entity/delete-related-entity-via-fxo-user.md) • [Get All Entity Details (via web user)](https://restapideveloper.datasoft.global/entity/get-all-entity-details-via-web-user.md) • [Get All Entity Details (via fxo user)](https://restapideveloper.datasoft.global/entity/get-all-entity-details-via-fxo-user.md) • [Get Entity Corporate Director (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-corporate-director-via-web-user.md) • [Get Entity Corporate Director (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-corporate-director-via-fxo-user.md) • [Get Entity Corporate Ownership (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-corporate-ownership-via-web-user.md) • [Get Entity Corporate Ownership (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-corporate-ownership-via-fxo-user.md) • [Get Entity Name and Address (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-name-and-address-via-web-user.md) • [Get Entity Name and Address (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-name-and-address-via-fxo-user.md) • [Get Entity Phone (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-phone-via-web-user.md) • [Get Entity Phone (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-phone-via-fxo-user.md) • [Get Entity Group List (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-group-list-via-web-user.md) • [Get Entity Group List (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-group-list-via-fxo-user.md) • [Get Nature of Business (via web user)](https://restapideveloper.datasoft.global/entity/get-nature-of-business-via-web-user.md): The "Get Nature of Business " API call allows users to retrieve the list of nature of business . By using various API parameters such as filters and sorting clauses, users can customize the output and retrieve specific data. The response includes status information, error details, paging information, and additional codes for further reference. • [Get Nature of Business (via fxo user)](https://restapideveloper.datasoft.global/entity/get-nature-of-business-via-fxo-user.md): This API call allows users to retrieve the list of nature of business . By using various API parameters such as filters and sorting clauses, users can customize the output and retrieve specific data. The response includes status information, error details, paging information, and additional codes for further reference. • [Get Entity Holding Balances (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-holding-balances-via-web-user.md): This call allows users to retrieve the balances of logged-in entity's holdings via a web user interface. Users can filter and sort the output using various parameters, and the response will include information such as the status, data, and error details if applicable. • [Get Standing Instructions for Client (via web user)](https://restapideveloper.datasoft.global/entity/get-standing-instructions-for-client-via-web-user.md): The “Get Standing Instructions for Client” call of the Datasoft REST API allows users to retrieve standing instructions for the given entity. Users can filter and sort the output based on various criteria and receive a response with the status, data, error codes, and paging information. • [Get Standing Instructions for Client (via fxo user)](https://restapideveloper.datasoft.global/entity/get-standing-instructions-for-client-via-fxo-user.md): This call of the Datasoft REST API allows users to retrieve standing instructions for the given entity. Users can filter and sort the output based on various criteria and receive a response with the status, data, error codes, and paging information. • [Get Entity Signature Card (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-signature-card-via-web-user.md) • [Get Entity Signature Card (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-signature-card-via-fxo-user.md) • [Suspend Web Client (via web user)](https://restapideveloper.datasoft.global/entity/suspend-web-client-via-web-user.md) • [Get Client Suspend Status (via web user)](https://restapideveloper.datasoft.global/entity/get-client-suspend-status-via-web-user.md) • [Create Entity Group (via fxo user)](https://restapideveloper.datasoft.global/entity/create-entity-group-via-fxo-user.md) • [Set Entity Groups (via fxo user)](https://restapideveloper.datasoft.global/entity/set-entity-groups-via-fxo-user.md): This section of the Datasoft REST API allows users to manage the grouping of entities within the system. With this API, users can create, update, or delete entity groups, assign entities to groups, and track changes made to the groups using custom audit fields. • [Update Entity Account (via fxo user)](https://restapideveloper.datasoft.global/entity/update-entity-account-via-fxo-user.md): This section of the Datasoft REST API allows users to update the account details of a specific entity. Users can modify various parameters such as account type, status, currency, investment class, account dates, segment, branch code, overdraft limit, margin factor, interest rate, and account usage settings. • [Create Entity Account (via fxo user)](https://restapideveloper.datasoft.global/entity/create-entity-account-via-fxo-user.md): The Fxo entity create entity account section allows users to create a new entity account within the Datasoft REST API. Users can specify various parameters such as the account type, status, currency, investment class, opening and maturity dates, and other account details. This section provides a way for users to programmatically create entity accounts with the desired settings and configurations. • [Create Entity Spread Template (via fxo user)](https://restapideveloper.datasoft.global/entity/create-entity-spread-template-via-fxo-user.md): This call allows users to create a spread template for a specific entity. By specifying various parameters such as the entity ID, currency pairs, and quotation modes, users can customize the spread template according to their needs. The API response provides information about the status of the request and any error messages if applicable. • [Create Entity Spread Template (via web user)](https://restapideveloper.datasoft.global/entity/create-entity-spread-template-via-web-user.md): The Create Entity Spread Template Call allows users to create a spread template for a specific entity. By specifying various parameters such as the entity ID, currency pairs, and quotation modes, users can customize the spread template according to their needs. The API response provides information about the status of the request and any error messages if applicable. • [Update Entity Spread Template (via web user)](https://restapideveloper.datasoft.global/entity/update-entity-spread-template-via-web-user.md): The call allows users to create a spread template for a specific entity. By specifying various parameters such as the entity ID, currency pairs, and quotation modes, users can customize the spread template according to their needs. The API response provides information about the status of the request and any error messages if applicable. • [Update Entity Spread Template (via fxo user)](https://restapideveloper.datasoft.global/entity/update-entity-spread-template-via-fxo-user.md): Thi call allows users to update an existing spread template record of the given entity. By specifying various parameters such as the entity ID, currency pairs, and quotation modes, users can customize the spread template according to their needs. The API response provides information about the status of the request and any error messages if applicable. • [Get Entity Documents (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-documents-via-web-user.md): This API call allows users to retrieve documents associated with a specific entity via the web user interface. By providing the entity ID and optional filtering and sorting parameters, users can access relevant documents efficiently. The response includes detailed error handling and pagination information for a seamless retrieval experience. • [Get Entity Documents (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-documents-via-fxo-user.md): This API call allows users to retrieve documents associated with a specific entity via the web user interface. By providing the entity ID and optional filtering and sorting parameters, users can access relevant documents efficiently. The response includes detailed error handling and pagination information for a seamless retrieval experience. • [Get Document Data (via web user)](https://restapideveloper.datasoft.global/entity/get-document-data-via-web-user-1.md): This section of the Datasoft REST API allows users to retrieve information related to documents associated with web entities. By providing parameters such as document ID, entity ID, and filters, users can retrieve specific document data and sort the output as needed. The API response includes status information, error details, and pagination options for efficient data retrieval. • [Get Document Data (via fxo user)](https://restapideveloper.datasoft.global/entity/get-document-data-via-fxo-user-1.md) • [Get Entity Documents V2 (via web user)](https://restapideveloper.datasoft.global/entity/get-entity-documents-v2-via-web-user.md): This section of the Datasoft REST API allows users to retrieve documents associated with a web entity. By querying with various filters, sorting options, and pagination parameters, users can efficiently retrieve the desired documents. The response includes detailed information about the status of the request, any error codes or messages, as well as pagination details. • [Get Entity Documents V2 (via fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-documents-v2-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve entity documents for Fxo entities. By providing the necessary parameters, users can filter and sort the output as well as paginate through the results. The response includes information about the status of the request, any error messages, and paging details. • [Get Volume Widget (via web user)](https://restapideveloper.datasoft.global/entity/get-volume-widget-via-web-user.md) • [Get Volume Widget (via fxo user)](https://restapideveloper.datasoft.global/entity/get-volume-widget-via-fxo-user.md) • [Get Profit Widget (via web user)](https://restapideveloper.datasoft.global/entity/get-profit-widget-via-web-user.md) • [Get Entity Profit Widget (for fxo user)](https://restapideveloper.datasoft.global/entity/get-entity-profit-widget-for-fxo-user.md): This section of the Datasoft REST API allows users to retrieve profit widget data for a specific entity. Users can filter and sort the output, and the API will return the data in the response if the status is true. • [Get Entity Widget Data (for web users)](https://restapideveloper.datasoft.global/entity/get-entity-widget-data-for-web-users.md) • [Etransfer](https://restapideveloper.datasoft.global/etransfer.md): The Etransfer section of the Datasoft Rest API Documentation enables users to securely transfer data between different systems. With this API, users can seamlessly exchange information, enhancing data integration and synchronization capabilities. • [Get Etransfers (via web user)](https://restapideveloper.datasoft.global/etransfer/get-etransfers-via-web-user.md) • [Get Etransfers (Via FXO User)](https://restapideveloper.datasoft.global/etransfer/get-etransfers-via-fxo-user.md) • [Get Etransfer By ID (Via Web User)](https://restapideveloper.datasoft.global/etransfer/get-etransfer-by-id-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about a specific electronic transfer. By specifying the appropriate parameters, users can filter and sort the output to suit their requirements. • [Update Etransfer (Via Web User)](https://restapideveloper.datasoft.global/etransfer/update-etransfer-via-web-user.md) • [Create Etransfer (Via Web User)](https://restapideveloper.datasoft.global/etransfer/create-etransfer-via-web-user.md) • [Get Etransfer By Id (Via FXO User)](https://restapideveloper.datasoft.global/etransfer/get-etransfer-by-id-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve specific e-transfers by their ID. By providing the e-transfer ID as a parameter, users can access detailed information about a specific e-transfer, such as its status, amount, sender, and recipient. This functionality enables users to efficiently retrieve and manage individual e-transfers within their application. • [Update Etransfer (Via FXO User)](https://restapideveloper.datasoft.global/etransfer/update-etransfer-via-fxo-user.md): This section of the Datasoft REST API allows users to update information related to an etransfer. Users can modify details such as the entity, email address, phone number, purpose of payment, and custom audit fields associated with the etransfer. • [Create Etransfer (Via FXO User)](https://restapideveloper.datasoft.global/etransfer/create-etransfer-via-fxo-user.md) • [Finance](https://restapideveloper.datasoft.global/finance.md): The Finance section of the Datasoft Rest API Documentation allows users to retrieve financial data and perform various financial operations. With this section, users can access information related to transactions, invoices, payments, and other related financial entities. This section empowers developers to seamlessly integrate financial functionalities into their applications. • [Get Non Control JV Account (Via Web User)](https://restapideveloper.datasoft.global/finance/get-non-control-jv-account-via-web-user.md) • [Get Journal Entry (Via FXO User)](https://restapideveloper.datasoft.global/finance/get-journal-entry-via-fxo-user-1.md) • [Get Journal Entry (Via FXO User)](https://restapideveloper.datasoft.global/finance/get-journal-entry-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve specific journal entry records. Users can fetch journal entries by providing the ID of the desired record and can also apply filters, sorting, and grouping operators to refine the output. • [Update Journal Entry (Via FXO User)](https://restapideveloper.datasoft.global/finance/update-journal-entry-via-fxo-user.md) • [Create Journal Entry (Via FXO User)](https://restapideveloper.datasoft.global/finance/create-journal-entry-via-fxo-user.md) • [Delete Journal Entry (Via FXO User)](https://restapideveloper.datasoft.global/finance/delete-journal-entry-via-fxo-user.md) • [Get Journal Entry Control Account (Via Web User)](https://restapideveloper.datasoft.global/finance/get-journal-entry-control-account-via-web-user.md) • [Update Journal Entry Control Account (Via Web User)](https://restapideveloper.datasoft.global/finance/update-journal-entry-control-account-via-web-user.md) • [Create Journal Entry Control Account (Via Web User)](https://restapideveloper.datasoft.global/finance/create-journal-entry-control-account-via-web-user.md) • [Get Journal Entry Control Account (Via FXO User)](https://restapideveloper.datasoft.global/finance/get-journal-entry-control-account-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve specific records of journal entry control accounts. By providing the appropriate parameters, users can filter the output based on various comparison operators and logical grouping, as well as sort the results in ascending or descending order. This section enables users to efficiently access and manage their financial data within the Datasoft system. • [Update Journal Entry Control Account (Via FXO User)](https://restapideveloper.datasoft.global/finance/update-journal-entry-control-account-via-fxo-user.md): This section allows users to update the control account details for a journal entry in the Datasoft REST API. With this functionality, users can easily modify the record ID, entry date, amount, and notes for a specific journal entry, as well as manage custom audit fields. • [Create Journal Entry Control Account (Via FXO User)](https://restapideveloper.datasoft.global/finance/create-journal-entry-control-account-via-fxo-user.md) • [Get Journal Entry FX (Via FXO User)](https://restapideveloper.datasoft.global/finance/get-journal-entry-fx-via-fxo-user.md) • [Update Journal Entry FX (Via FXO User)](https://restapideveloper.datasoft.global/finance/update-journal-entry-fx-via-fxo-user.md) • [Create Journal Entry FX (Via FXO User)](https://restapideveloper.datasoft.global/finance/create-journal-entry-fx-via-fxo-user.md): This section allows users to create a new journal entry with foreign currency exchange details. Users can specify the reference ID, entry date, and reference for the journal entry, and provide details such as account code, currency, exchange rate, debit and credit amounts, and notes for the journal entry transaction. • [Delete Journal Entry FX (Via FXO User)](https://restapideveloper.datasoft.global/finance/delete-journal-entry-fx-via-fxo-user.md) • [Get Comission (Via Web User)](https://restapideveloper.datasoft.global/finance/get-comission-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about financial commissions associated with web transactions. Users can use various operators and sorting parameters to filter and sort the output according to their requirements. This section provides valuable insights into the financial aspects of web transactions and aids in financial analysis and tracking. • [Get Comission (Via FXO User)](https://restapideveloper.datasoft.global/finance/get-comission-via-fxo-user.md): This section of the Datasoft REST API allows users to retrieve the finance commission data for a specific portal and module. With this API, users can filter and sort the commission data based on various parameters such as comparison operators, logical operators, and grouping operators. • [Get AP Invoice (Via Web User)](https://restapideveloper.datasoft.global/finance/get-ap-invoice-via-web-user.md): This section of the Datasoft REST API allows users to retrieve AP Invoice records based on specified filters and sort criteria. Users can fetch specific AP Invoice records by providing the record ID and can also apply various comparison and logical operators to filter the output. Additionally, they can sort the results in ascending or descending order using the sort parameter. • [Update AP Invoice (Via Web User)](https://restapideveloper.datasoft.global/finance/update-ap-invoice-via-web-user.md) • [Create AP Invoice (Via Web User)](https://restapideveloper.datasoft.global/finance/create-ap-invoice-via-web-user.md) • [Delete AP Invoice (Via Web User)](https://restapideveloper.datasoft.global/finance/delete-ap-invoice-via-web-user.md) • [Get AP Invoice (Via FXO User)](https://restapideveloper.datasoft.global/finance/get-ap-invoice-via-fxo-user.md): The Fxo finance apinvoice section of the Datasoft REST API allows users to retrieve AP Invoice records. Users can fetch specific records by providing the record ID or apply various filters, such as comparison operators and logical operators, to narrow down the output. Sorting the output is also possible by specifying the sort clause. • [Update AP Invoice (Via FXO User)](https://restapideveloper.datasoft.global/finance/update-ap-invoice-via-fxo-user.md) • [Create AP Invoice (Via FXO User)](https://restapideveloper.datasoft.global/finance/create-ap-invoice-via-fxo-user.md): The "Fxo finance create apinvoice" section allows users to create a new accounts payable (AP) invoice within the Datasoft system. Users can specify details such as the invoice number, entity, invoice date, currency, payment terms, and expense details. This API section enables users to seamlessly create and manage AP invoices for financial tracking and record-keeping purposes. • [Delete AP Invoice (Via FXO User)](https://restapideveloper.datasoft.global/finance/delete-ap-invoice-via-fxo-user.md): This section allows users to delete a specific AP Invoice record by providing the ID of the record to be deleted. This action is useful for managing and maintaining accurate financial data within the Datasoft REST API. • [Get Signature Card (Via Web User)](https://restapideveloper.datasoft.global/finance/get-signature-card-via-web-user.md): This section of the Datasoft REST API allows users to retrieve the signature card associated with a specific finance record. By providing the necessary parameters, users can access important financial information without the need to specify the method or endpoint path. • [Get Signature Card (Via FXO User)](https://restapideveloper.datasoft.global/finance/get-signature-card-via-fxo-user.md) • [Update Cash Book (Via Web)](https://restapideveloper.datasoft.global/finance/update-cash-book-via-web.md): er) • [Delete Cash Book (Via Web User)](https://restapideveloper.datasoft.global/finance/delete-cash-book-via-web-user.md) • [Update Cash Book (Via FXO User)](https://restapideveloper.datasoft.global/finance/update-cash-book-via-fxo-user.md) • [Delete Cash Book (Via FXO User)](https://restapideveloper.datasoft.global/finance/delete-cash-book-via-fxo-user.md) • [Delete Journal Control Account (Via FXO User)](https://restapideveloper.datasoft.global/finance/delete-journal-control-account-via-fxo-user.md): The Fxo finance delete journal control account section allows users to delete a specific journal entry control account record. By providing the ID of the record to be deleted, users can easily remove unwanted or outdated journal control account entries from the system. • [Delete Journal Control Account (Via Web User)](https://restapideveloper.datasoft.global/finance/delete-journal-control-account-via-web-user.md) • [Update Bank (Via FXO User)](https://restapideveloper.datasoft.global/finance/update-bank-via-fxo-user.md): This section of the Datasoft REST API allows users to update bank details, including the name, account number, routing code, and contact information associated with a specific bank. Users can also add or update addresses for the bank. This API section provides the functionality to manage and maintain accurate and up-to-date bank information within the system. • [Delete Bank (Via FXO User)](https://restapideveloper.datasoft.global/finance/delete-bank-via-fxo-user.md) • [Delete Bank (Via Web User)](https://restapideveloper.datasoft.global/finance/delete-bank-via-web-user.md) • [General](https://restapideveloper.datasoft.global/general.md): The General section provides essential information and guidelines for interacting with the Datasoft Rest API V1. Users can gain a comprehensive understanding of the API's capabilities, authentication requirements, error handling, and best practices for utilizing the endpoints effectively. This section serves as a foundational resource for developers looking to integrate with Datasoft's API seamlessly. • [Get Database Name (Via Web User)](https://restapideveloper.datasoft.global/general/get-database-name-via-web-user.md): This section of the Datasoft REST API allows users to retrieve information about the name of the general database. By making a request to this section, users can obtain the status, data, error codes, and other relevant details related to the general database name. • [Get Database Name (Via FXO User)](https://restapideveloper.datasoft.global/general/get-database-name-via-fxo-user.md) • [Get All Cities (Via Web User)](https://restapideveloper.datasoft.global/general/get-all-cities-via-web-user.md): This API section allows users to retrieve a list of all cities via a web user. Users can apply various filters and sorting options to customize the output. The response includes status information, data, error details, and paging information. • [Get Countries (Via Web User)](https://restapideveloper.datasoft.global/general/get-countries-via-web-user.md): The "Get Countries" API call allows users to retrieve a list of all available countries. By using various parameters, such as filtering and sorting options, users can customize the output to meet their specific needs. The response includes status information, data on the countries, error details if applicable, and pagination information. • [Get All Currencies (Via Web User)](https://restapideveloper.datasoft.global/general/get-all-currencies-via-web-user.md): This section allows users to retrieve all available currencies via the web user interface. Users can filter and sort the output using various parameters, and the response includes information such as the status, data, error codes, and paging detail. • [Get Base Currency (Via Web User)](https://restapideveloper.datasoft.global/general/get-base-currency-via-web-user.md): The Web General Base Currency section of the Datasoft REST API allows users to retrieve information about the base currency used in the web application. By accessing this section, users can obtain the base currency code and other related details necessary for currency-related operations within the web application. • [Get Currency Type (Via Web User)](https://restapideveloper.datasoft.global/general/get-currency-type-via-web-user.md) • [Get Currency Type (Via FXO User)](https://restapideveloper.datasoft.global/general/get-currency-type-via-fxo-user.md) • [Get Currency for Organization (Via FXO User)](https://restapideveloper.datasoft.global/general/get-currency-for-organization-via-fxo-user.md) • [Get Currency for Organization (Via Web User)](https://restapideveloper.datasoft.global/general/get-currency-for-organization-via-web-user.md) • [Get Estimated Trading Activity (Via Web User)](https://restapideveloper.datasoft.global/general/get-estimated-trading-activity-via-web-user.md) • [Get Estimated Trading Activity (Via FXO User)](https://restapideveloper.datasoft.global/general/get-estimated-trading-activity-via-fxo-user.md) • [Get Report (Via Web User)](https://restapideveloper.datasoft.global/general/get-report-via-web-user.md) • [Get Web Watcher (Via Web User)](https://restapideveloper.datasoft.global/general/get-web-watcher-via-web-user.md): Thissection of the Datasoft REST API allows users to retrieve web watcher records based on various parameters such as dates, entity ID, contact ID, user ID, event ID, and filters. The response includes status information, data for successful requests, and error details for unsuccessful requests. This section enables users to effectively monitor and analyze web activity within their system. • [Get Web Watcher (Via FXO User)](https://restapideveloper.datasoft.global/general/get-web-watcher-via-fxo-user.md) • [Get Default Date (Via Web User)](https://restapideveloper.datasoft.global/general/get-default-date-via-web-user.md) • [Get Default Security Questions (Via Web User)](https://restapideveloper.datasoft.global/general/get-default-security-questions-via-web-user.md): Click 'Try it Out' to enter the Authentication Token and then click 'Execute' • [Get Document Types (Via Web User)](https://restapideveloper.datasoft.global/general/get-document-types-via-web-user.md): The Get document call of the Datasoft Rest API allows users to retrieve the list of document types. Users can filter and sort the output based on different parameters, and the response includes information about the status, data, error codes, and pagination. • [Get All Web Modules (Via Web User)](https://restapideveloper.datasoft.global/general/get-all-web-modules-via-web-user.md) • [Get Document Data (Via FXO User)](https://restapideveloper.datasoft.global/general/get-document-data-via-fxo-user.md) • [Get Document Data (Via Web User)](https://restapideveloper.datasoft.global/general/get-document-data-via-web-user.md) • [Get Documents By Module (Via Web User)](https://restapideveloper.datasoft.global/general/get-documents-by-module-via-web-user.md): The "Web general documents by module" section of the Datasoft REST API allows users to retrieve documents associated with specific modules. By providing the module ID and optional filters, users can obtain a list of documents and their corresponding details. The response includes information such as status, data (if the status is true), error codes and messages, and paging details. • [Get Documents By Module (Via FXO User)](https://restapideveloper.datasoft.global/general/get-documents-by-module-via-fxo-user.md) • [Get RFQ (Via Web User)](https://restapideveloper.datasoft.global/general/get-rfq-via-web-user.md) • [Get Inventory Orgs (Via Web User)](https://restapideveloper.datasoft.global/general/get-inventory-orgs-via-web-user.md) • [Get Inventory Orgs (Via FXO User)](https://restapideveloper.datasoft.global/general/get-inventory-orgs-via-fxo-user.md) • [Get Next Business Date (Via FXO User)](https://restapideveloper.datasoft.global/general/get-next-business-date-via-fxo-user.md) • [Get Next Business Date (Via Web User)](https://restapideveloper.datasoft.global/general/get-next-business-date-via-web-user.md) • [Get Province By City Name (Via Web User)](https://restapideveloper.datasoft.global/general/get-province-by-city-name-via-web-user.md) • [Get All Provinces (Via Web User)](https://restapideveloper.datasoft.global/general/get-all-provinces-via-web-user.md) • [Get Random Security Question (Via Web User)](https://restapideveloper.datasoft.global/general/get-random-security-question-via-web-user.md) • [Get System Configuration (via Web User)](https://restapideveloper.datasoft.global/general/get-system-configuration-via-web-user.md): The “Get System Configuration” API call of the Datasoft Rest API V1 Documentation allows users to retrieve the system configuration settings for a web user. By making a request to this section, users can access various parameters related to system setup, such as payment thresholds, quotation expiry, and authentication settings. Get • [Get System Configuration (Via FXO User)](https://restapideveloper.datasoft.global/general/get-system-configuration-via-fxo-user.md): The “Get System Configuration” API call of the Datasoft Rest API V1 Documentation allows users to retrieve the system configuration settings for a web user. By making a request to this section, users can access various parameters related to system setup, such as payment thresholds, quotation expiry, and authentication settings. Get • [Get Time Zone List (Via Web User)](https://restapideveloper.datasoft.global/general/get-time-zone-list-via-web-user.md): The “Get Time Zone List API” call allows users to retrieve a list of time zones available in the system. By making a request to this endpoint, users can obtain detailed information about each time zone, including the time offset and daylight-saving time rules. • [Get Twilio Users By Auth ID (Via Web User)](https://restapideveloper.datasoft.global/general/get-twilio-users-by-auth-id-via-web-user.md) • [Get Web Users and Modules (Via Web User)](https://restapideveloper.datasoft.global/general/get-web-users-and-modules-via-web-user.md): The "Web general web users and modules" section of the Datasoft REST API allows users to retrieve information about web users and modules. By making use of various parameters such as filtering and sorting, users can customize the output to meet their specific requirements. The response provides detailed information about the status, data, and any potential errors encountered during the request. • [Create Validate Old Password (Via Web User)](https://restapideveloper.datasoft.global/general/create-validate-old-password-via-web-user.md) • [Create Validate Password Policy (Via Web User)](https://restapideveloper.datasoft.global/general/validate-password-policy-via-web-user.md) • [Create Verify Security Questions (Via Web User)](https://restapideveloper.datasoft.global/general/verify-security-questions-via-web-user.md): This API call allows users to verify security questions associated with the given web user. By providing the necessary question ID and corresponding answers, users can authenticate and validate the user's identity securely. This functionality enhances the overall security measures for web user accounts within the system. • [Create Verify Forgot Password Request (Via Web User)](https://restapideveloper.datasoft.global/general/verify-forgot-password-request-via-web-user.md) • [Create Send Forgot Password Email (Via Web User)](https://restapideveloper.datasoft.global/general/send-forgot-password-email-via-web-user.md) • [Create Validate Business Date (Via Web User)](https://restapideveloper.datasoft.global/general/validate-business-date-via-web-user.md): The Web general validate business date section of the Datasoft REST API allows users to validate a given date for business purposes. Users can check if a specific date is valid for conducting business transactions, such as buying or selling currencies, within the system. • [Create Validate Business Date (via FXO User)](https://restapideveloper.datasoft.global/general/validate-business-date-via-fxo-user.md): The "Fxo general validate business date" section of the Datasoft REST API allows users to validate a specific date for business transactions involving buying and selling currencies. With this functionality, users can ensure that a given date is valid for executing currency transactions, helping to prevent errors and ensure accurate financial operations. • [Create Accept Terms and Conditions (Via Web User)](https://restapideveloper.datasoft.global/general/accept-terms-and-conditions-via-web-user.md): This API call allows web users to accept the terms and conditions within the Datasoft Rest API. Users can easily acknowledge the terms and conditions to proceed with utilizing the API's functionalities seamlessly. • [Create Refresh Cache (Via Web User)](https://restapideveloper.datasoft.global/general/refresh-cache-via-web-user.md) • [Create Save API Logs (Via Web User)](https://restapideveloper.datasoft.global/general/save-api-logs-via-web-user.md) • [Create Save API Logs (Via FXO User)](https://restapideveloper.datasoft.global/general/save-api-logs-via-fxo-user.md) • [Get Organizational Structure (Via Web User)](https://restapideveloper.datasoft.global/general/get-organizational-structure-via-web-user.md): This section allows users to retrieve the organizational structure of a web user in the Datasoft Rest API V1. By making a request to this section, users can obtain details such as the user's ID, name, description, creation date, and other relevant information. • [Get Organizational Structure (Via FXO User)](https://restapideveloper.datasoft.global/general/get-organizational-structure-via-fxo-user.md): The Get Organizational Structure section allows users to retrieve information about the organizational structure via the fxo user. By making a request to this section, users can access data related to the organization's name, description, creation and update timestamps, approval status, and other relevant details. • [Get Holiday Configuration (Via FXO User)](https://restapideveloper.datasoft.global/general/get-holiday-configuration-via-fxo-user.md): This call allows users to retrieve holiday configuration settings specific to FXO users. By accessing this data, users can view and manage the holiday configuration details related to FXO users within the system. This information can be utilized to effectively plan and manage holiday settings for FXO users. • [Get Holiday Configuration (Via Web User)](https://restapideveloper.datasoft.global/general/get-holiday-configuration-via-web-user.md): This call allows users to retrieve holiday configuration settings specific to FXO users. By accessing this data, users can view and manage the holiday configuration details related to FXO users within the system. This information can be utilized to effectively plan and manage holiday settings for FXO users. • [Get Common Data (Via Web User)](https://restapideveloper.datasoft.global/general/get-common-data-via-web-user.md): The "Get Common Data" API call allows users to retrieve essential data that is commonly used across various modules. By accessing this section, users can retrieve the data stored in the API Views table. • [Get Common Data (Via FXO User)](https://restapideveloper.datasoft.global/general/get-common-data-via-fxo-user.md): The "Get Common Data" API call allows users to retrieve essential data that is commonly used across various modules. By accessing this section, users can retrieve the data stored in the API Views table. • [Get Custom Data (Via Web User)](https://restapideveloper.datasoft.global/general/get-custom-data-via-web-user.md) • [Get Custom Data (Via FXO User)](https://restapideveloper.datasoft.global/general/get-custom-data-via-fxo-user.md) • [Get RFQ Details For Batch (Via Web User)](https://restapideveloper.datasoft.global/general/get-rfq-details-for-batch-via-web-user.md) • [Get Rules (Via Web User)](https://restapideveloper.datasoft.global/general/get-rules-via-web-user.md) • [Get Rules (Via FXO User)](https://restapideveloper.datasoft.global/general/get-rules-via-fxo-user.md) • [Get Upcoming Holidays (Via Web User)](https://restapideveloper.datasoft.global/general/get-upcoming-holidays-via-web-user.md) • [Get Upcoming Holidays (Via FXO User)](https://restapideveloper.datasoft.global/general/get-upcoming-holidays-via-fxo-user.md): The "Fxo general upcoming holidays" section of the Datasoft REST API allows users to retrieve a list of upcoming holidays. By specifying various parameters such as buy_currency_id, sell_currency_id, and filter, users can filter and sort the output to meet their specific needs. This section provides valuable information for users who need to plan their activities around upcoming holidays. • [Get Master Grid Data (Via Web User)](https://restapideveloper.datasoft.global/general/get-master-grid-data-via-web-user.md) • [Get Master Grid Data (Via FXO User)](https://restapideveloper.datasoft.global/general/get-master-grid-data-via-fxo-user.md) • [Create Update API Token (Via FXO User)](https://restapideveloper.datasoft.global/general/create-update-api-token-via-fxo-user.md) • [Get Payment Status (Via FXO User)](https://restapideveloper.datasoft.global/general/get-payment-status-via-fxo-user.md) • [Update Payment Status (Via FXO User)](https://restapideveloper.datasoft.global/general/update-payment-status-via-fxo-user.md) • [Create Save Payment Status (Via FXO User)](https://restapideveloper.datasoft.global/general/create-save-payment-status-via-fxo-user.md): This section of the Datasoft REST API allows users to save the payment status for a transaction. With this functionality, users can update and track the status of payments made through the Datasoft platform, enabling effective payment management and reconciliation processes. • [Get Edocument (Via Web User)](https://restapideveloper.datasoft.global/general/get-edocument-via-web-user.md) • [Update API Collection (Via FXO User)](https://restapideveloper.datasoft.global/general/update-api-collection-via-fxo-user.md): This section of the Datasoft REST API allows users to manage and retrieve general information related to the Fxo module. With this functionality, users can access and update data such as API IDs, payment IDs, references, and custom audit fields. • [Create Upload Document (Via FXO User)](https://restapideveloper.datasoft.global/general/create-upload-document-via-fxo-user.md) • [Create Upload Document (Via Web User)](https://restapideveloper.datasoft.global/general/create-upload-document-via-web-user.md): This section of the Datasoft REST API allows users to upload documents related to a specific entity and record. By providing the necessary parameters, users can upload files, specify document details, and determine if the document should be public or private. The API response provides information about the status of the upload and any potential errors. • [Get Documents (Via Web User)](https://restapideveloper.datasoft.global/general/get-documents-via-web-user.md) • [Get Documents (Via FXO User)](https://restapideveloper.datasoft.global/general/get-documents-via-fxo-user.md) • [Get Module Configuration (Via Web User)](https://restapideveloper.datasoft.global/general/get-module-configuration-via-web-user.md) • [Create Generate Code (Via Web User)](https://restapideveloper.datasoft.global/googleauthenticator/create-generate-code-via-web-user.md) • [Create Validate Token (Via Web User)](https://restapideveloper.datasoft.global/googleauthenticator/create-validate-token-via-web-user.md) • [Get Margin Detail (via web user)](https://restapideveloper.datasoft.global/margin/get-margin-detail-via-web-user.md): This section of the Datasoft REST API provides users with the ability to retrieve detailed information about web margins. With this section, users can view and filter web margin data based on various parameters such as entity ID, comparison operators, logical operators, and sorting options. • [Get Margin Detail (via fxo user](https://restapideveloper.datasoft.global/margin/get-margin-detail-via-fxo-user.md) • [Get Margin BreakDown (via web user)](https://restapideveloper.datasoft.global/margin/get-margin-breakdown-via-web-user.md) • [Get Margin Factor (via web user)](https://restapideveloper.datasoft.global/margin/get-margin-factor-via-web-user.md) • [Update Margin Factor (via web user)](https://restapideveloper.datasoft.global/margin/update-margin-factor-via-web-user.md) • [Create Margin Factor (via web user)](https://restapideveloper.datasoft.global/margin/create-margin-factor-via-web-user.md) • [Get Margin Factor (via fxo user)](https://restapideveloper.datasoft.global/margin/get-margin-factor-via-fxo-user.md): Get • [Update Margin Factor (via fxo user)](https://restapideveloper.datasoft.global/margin/update-margin-factor-via-fxo-user.md): This section allows users to update the margin factor for a specific record in the Datasoft REST API. By providing the necessary parameters, users can modify the margin factor details, including entity information, margin mode, percentage values, template details, and more. Users can activate the updated margin factor to apply it in their desired calculations. • [Create Margin Factor (via fxo user)](https://restapideveloper.datasoft.global/margin/create-margin-factor-via-fxo-user.md) • [Create Margin Deal (via fxo user)](https://restapideveloper.datasoft.global/margin/create-margin-deal-via-fxo-user.md): This call allows users to generate a margin deal associated with a specific corporate deal. Users can define the value date, currency, and amount for the margin deal, providing essential details for financial transactions. The API response includes the generated record ID and number for further reference and tracking. • [Create Margin Deal (via web user)](https://restapideveloper.datasoft.global/margin/create-margin-deal-via-web-user.md): This call allows users to generate a margin deal associated with a specific corporate deal. Users can define the value date, currency, and amount for the margin deal, providing essential details for financial transactions. The API response includes the generated record ID and number for further reference and tracking. • [Order](https://restapideveloper.datasoft.global/order.md): The Order section of the Datasoft Rest API Documentation allows users to retrieve information related to orders placed within the system. By making use of this section, users can access crucial details such as order status, shipping information, and payment details, enabling them to efficiently manage and track their orders. • [Get Order Basis (Via Web User)](https://restapideveloper.datasoft.global/order/get-order-basis-via-web-user.md): Click 'Try it Out' to enter the Authentication Token and then click 'Execute' • [Get Order Report (Via Web User)](https://restapideveloper.datasoft.global/order/get-order-report-via-web-user.md) • [Get Order List (Via Web User)](https://restapideveloper.datasoft.global/order/get-order-list-via-web-user.md): This API call allow users to retrieve the given order list record. • [Get Order List (Via Fxo User)](https://restapideveloper.datasoft.global/order/get-order-list-via-fxo-user.md): This API call allow users to retrieve the given order list record. • [Update Order (Via Web User)](https://restapideveloper.datasoft.global/order/update-order-via-web-user.md): This API call allows users to update an existing order record. • [Update Order (Via FXO User)](https://restapideveloper.datasoft.global/order/update-order-via-fxo-user-1.md): This API call allows users to update an existing order record. • [Create Order (Via Web User)](https://restapideveloper.datasoft.global/order/create-order-via-web-user.md): This API call allows users to create a new order for a specific entity, specifying details such as order type, email address, start date, and order status. Users can set up the order basis, deal type, expiry date, and transaction details, providing comprehensive information for order processing. This functionality enables users to efficiently manage and track orders within the system. • [Create Order (Via Fxo User)](https://restapideveloper.datasoft.global/order/create-order-via-fxo-user.md): This API call allows users to create a new order for a specific entity, specifying details such as order type, email address, start date, and order status. Users can set up the order basis, deal type, expiry date, and transaction details, providing comprehensive information for order processing. This functionality enables users to efficiently manage and track orders within the system. • [Get Orders V2 (Via FXO User)](https://restapideveloper.datasoft.global/order/get-orders-v2-via-fxo-user-1.md) • [Get Orders V2 (Via FXO User)](https://restapideveloper.datasoft.global/order/get-orders-v2-via-fxo-user.md) • [Get Orders by Entity (Via Web User)](https://restapideveloper.datasoft.global/order/get-orders-by-entity-via-web-user.md) • [Get Order Expiry Type (Via Web User)](https://restapideveloper.datasoft.global/order/get-order-expiry-type-via-web-user.md) • [Update Order (Via FXO User)](https://restapideveloper.datasoft.global/order/update-order-via-fxo-user.md) • [Post Order (Via Web User)](https://restapideveloper.datasoft.global/order/post-order-via-web-user.md): This section of the Datasoft REST API allows users to create and submit new orders through the web interface. By providing the necessary parameters, such as the order details and custom audit fields, users can seamlessly initiate the order creation process without directly specifying the HTTP method or endpoint path. • [Finalize Order (Via Web User)](https://restapideveloper.datasoft.global/order/finalize-order-via-web-user.md) • [Get Web Order Basis (Via Web User)](https://restapideveloper.datasoft.global/order/get-web-order-basis-via-web-user.md) • [Get Web Order Types (Via Web User)](https://restapideveloper.datasoft.global/order/get-web-order-types-via-web-user.md) • [Get Order Types (Via Web User)](https://restapideveloper.datasoft.global/order/get-order-types-via-web-user.md) • [Get Orders by Linked ID (Via FXO User)](https://restapideveloper.datasoft.global/order/get-orders-by-linked-id-via-fxo-user.md) • [Get Orders by Linked ID (Via Web User)](https://restapideveloper.datasoft.global/order/get-orders-by-linked-id-via-web-user.md) • [Create Order Book (Via Web User)](https://restapideveloper.datasoft.global/order/create-order-book-via-web-user.md) • [Create Order Book (Via FXO User)](https://restapideveloper.datasoft.global/order/create-order-book-via-fxo-user.md) • [Create OCO Order (Via Web User)](https://restapideveloper.datasoft.global/order/create-oco-order-via-web-user.md) • [Create OCO Order (Via FXO User)](https://restapideveloper.datasoft.global/order/create-oco-order-via-fxo-user.md) • [Create If Then Order (Via Web User)](https://restapideveloper.datasoft.global/order/create-if-then-order-via-web-user.md) • [Create If Then Order (Via FXO User)](https://restapideveloper.datasoft.global/order/create-if-then-order-via-fxo-user.md) • [Cancel Linked Orders (Via Web User)](https://restapideveloper.datasoft.global/order/cancel-linked-orders-via-web-user.md) • [Cancel Linked Orders (Via FXO User)](https://restapideveloper.datasoft.global/order/cancel-linked-orders-via-fxo-user.md) • [Cancel Order (Via Web User)](https://restapideveloper.datasoft.global/order/cancel-order-via-web-user.md): This API call allows users to cancel the given order. By providing the necessary order and detail IDs, users can easily initiate the cancellation process for a specific order. This feature streamlines the workflow for managing orders and ensures accurate record-keeping within the system. • [Cancel Order (Via FXO User)](https://restapideveloper.datasoft.global/order/cancel-order-via-fxo-user.md): This API call allows users to cancel the given order. By providing the necessary order and detail IDs, users can easily initiate the cancellation process for a specific order. This feature streamlines the workflow for managing orders and ensures accurate record-keeping within the system. • [Amend Order (Via Web User)](https://restapideveloper.datasoft.global/order/amend-order-via-web-user.md) • [Amend Order (Via FXO User)](https://restapideveloper.datasoft.global/order/amend-order-via-fxo-user.md) • [Get Funding Link (Via Web User)](https://restapideveloper.datasoft.global/payment/get-funding-link-via-web-user.md) • [Get Funding Status (Via Web User)](https://restapideveloper.datasoft.global/payment/get-funding-status-via-web-user.md) • [Rate](https://restapideveloper.datasoft.global/rate.md): The Rate section of the Datasoft Rest API is a robust and highly useful functionality designed to retrieve essential rating information for any given product or service within the Nova Rails system. It plays a critical role in facilitating and enhancing user interaction with products or services, as it provides a comprehensive and detailed overview of the rating data. This powerful API endpoint is primarily leveraged to fetch the rating's quantitative score, reviewers’ comments, and other related data elements from the Nova Rails database directly. This can be particularly useful in scenarios such as gathering user feedback for analysis, displaying ratings on the user interface, or refining search results based on rating statistics. The Rate API endpoint is also designed to handle multiple use cases. For instance, it can be used by developers to extract all ratings for a specific product or service, to track rating trends over time, or to evaluate overall customer satisfaction levels. Non-technical roles might employ the API to gather market research data, conduct competitive analysis, or understand customer preferences better. One of the standout features of the Rate section is its flexible nature. It can efficiently handle large volumes of data and can be tailored to fetch ratings data according to specific parameters such as date ranges, product categories, or geographical locations for a more targeted analysis. Finally, please note that while the Rate API is generally straightforward to use, it is crucial to ensure the API requests are correctly formatted for successful data retrieval. We recommend thoroughly reading through the provided examples in our documentation to understand how to effectively use this API endpoint in your application. • [Get Batch Rates (via web user)](https://restapideveloper.datasoft.global/rate/get-batch-rates-via-web-user.md) • [Get Batch Rates (via fxo user)](https://restapideveloper.datasoft.global/rate/get-batch-rates-via-fxo-user.md) • [Get Converted Amount (via web user)](https://restapideveloper.datasoft.global/rate/get-converted-amount-via-web-user.md): This section of the Datasoft REST API allows users to retrieve the converted amount of a currency based on the provided exchange rate. Users can input the currency IDs, exchange rate, and buy/sell amounts to obtain the converted amount. The API response includes the status of the request, error details if applicable, and paging information for large result sets. • [Get Predelivery Rates (via web user)](https://restapideveloper.datasoft.global/rate/get-predelivery-rates-via-web-user.md): This section of the Datasoft REST API allows users to retrieve predelivery rates for web transactions. By providing relevant parameters such as transaction ID, drawdown value date, and buy/sell amounts, users can obtain detailed rate information for their web-based deals. The API response includes status, data, error codes, messages, and pagination details for easy integration and error handling. Get • [Get Rate (via web user)](https://restapideveloper.datasoft.global/rate/get-rate-via-web-user.md): This call allow users to retrieve the exchange rate for a specific transaction. By providing various parameters such as entity ID, value date, and buy/sell amounts, users can obtain the exchange rate and related information needed for currency conversion. • [Get Rate (via fxo user)](https://restapideveloper.datasoft.global/rate/get-rate-via-fxo-user.md): This call allows users to retrieve the exchange rate for a specific transaction. By providing various parameters such as entity ID, value date, and buy/sell amounts, users can obtain the exchange rate and related information needed for currency conversion. • [Get Market Convention Pairs (via web user)](https://restapideveloper.datasoft.global/rate/get-market-convention-pairs-via-web-user.md) • [Get Client Rate (via fxo user)](https://restapideveloper.datasoft.global/rate/get-client-rate-via-fxo-user.md): This API call allows users to retrieve client-specific rates for buying and selling currencies based on specified deal types and amounts. • [Get Client Rate (via web user)](https://restapideveloper.datasoft.global/rate/get-client-rate-via-web-user.md): This API call allows users to retrieve client-specific rates for buying and selling currencies based on specified deal types and amounts. • [Get Rate for Currency Name (via web user)](https://restapideveloper.datasoft.global/rate/get-rate-for-currency-name-via-web-user.md) • [Get Rate for Curr Name (via fxo user)](https://restapideveloper.datasoft.global/rate/get-rate-for-curr-name-via-fxo-user.md) • [Get Accounting Rate (for fxo user)](https://restapideveloper.datasoft.global/rate/get-accounting-rate-for-fxo-user.md) • [Get Live Rate (for fxo user)](https://restapideveloper.datasoft.global/rate/get-live-rate-for-fxo-user.md) • [Get Batch Rates for MRFQ (for fxo user)](https://restapideveloper.datasoft.global/rate/get-batch-rates-for-mrfq-for-fxo-user.md) • [Get Multiple Rates (for fxo user)](https://restapideveloper.datasoft.global/rate/get-multiple-rates-for-fxo-user.md) • [Get Batch Rates for MRFQ (for web user)](https://restapideveloper.datasoft.global/rate/get-batch-rates-for-mrfq-for-web-user.md) • [Get Multiple Rates (for web user)](https://restapideveloper.datasoft.global/rate/get-multiple-rates-for-web-user.md) • [Get Multiple Converted Amounts (for fxo users)](https://restapideveloper.datasoft.global/rate/get-multiple-converted-amounts-for-fxo-users.md) • [Get Multiple Converted Amounts (for web users)](https://restapideveloper.datasoft.global/rate/get-multiple-converted-amounts-for-web-users.md) • [Get Batch Swap Deal Rates (for web users)](https://restapideveloper.datasoft.global/rate/get-batch-swap-deal-rates-for-web-users.md): This section allows users to retrieve batch swap deal rates for web applications. By making a request to this API, users can obtain data related to swap deal rates, including information such as status, error codes, and paging details. G • [User](https://restapideveloper.datasoft.global/user.md): The User section of the Datasoft REST API enables users to access and manage user-related data effortlessly. With this section, users can obtain detailed information about user profiles, activities, and execute actions like creating new users or updating existing user details. • [Get Recent Web User Activity (via web user)](https://restapideveloper.datasoft.global/user/get-recent-web-user-activity-via-web-user.md): This section of the Datasoft REST API allows users to retrieve the recent activity of web users. Users can specify filters, such as the number of rows to fetch and date ranges, to customize the output. The API response includes status information, error details, and paging information. • [Get Recent Web User Activity (via fxo user)](https://restapideveloper.datasoft.global/user/get-recent-web-user-activity-via-fxo-user.md) • [Get User Approval List by Module (via web user)](https://restapideveloper.datasoft.global/user/get-user-approval-list-by-module-via-web-user.md) • [Get User Rights (via web user)](https://restapideveloper.datasoft.global/user/get-user-rights-via-web-user.md): The Get User Rights (via web user) call allows users to retrieve the list of modules assigned to the logged-in web user. By making a request to this API section, users can retrieve information such as module IDs, module names, and module tags associated with a web user, enabling them to manage and customize user rights effectively. • [Get User Rights by ID (via web user)](https://restapideveloper.datasoft.global/user/get-user-rights-by-id-via-web-user.md) • [Get User Approval Rights (via web user)](https://restapideveloper.datasoft.global/user/get-user-approval-rights-via-web-user.md): This API call allows users to retrieve the approval rights of a web user within a specified module. By querying with relevant parameters such as module ID and record ID, users can access detailed information on the user's approval rights. The response includes data on approval status, error codes, messages, and paging details for efficient management of user permissions. • [Get User Security Questions (via web user)](https://restapideveloper.datasoft.global/user/get-user-security-questions-via-web-user.md): This API Call allows users to retrieve the security questions associated with a specific web user. By accessing this endpoint, users can retrieve the security questions set for a particular user, enabling them to enhance security measures and verify user identities effectively. This functionality provides valuable insights into user authentication processes within the system. • [Get User Web Modules (via web user)](https://restapideveloper.datasoft.global/user/get-user-web-modules-via-web-user.md): This API call allows users to retrieve a list of web modules assigned to the authorized user. Users can filter and sort the output based on various parameters, and receive a detailed response that includes status, data, error codes, messages, and paging information. • [Get Web User by ID (via web user)](https://restapideveloper.datasoft.global/user/get-web-user-by-id-via-web-user.md): This call allows users to retrieve detailed information about a specific web user by providing their unique user ID. Users can use this section to access and display specific user data within their application or system. • [Get Web Users (via web user)](https://restapideveloper.datasoft.global/user/get-web-users-via-web-user.md): This API call allows users to retrieve information about web users in the system. By making a request to this endpoint, users can obtain data such as the status, code, and messages associated with the web users. Additionally, users can apply filters and sorting to customize the output. • [Create Web User (via fxo user)](https://restapideveloper.datasoft.global/user/create-web-user-via-fxo-user.md): This call allows users to create a new web user within the system. By providing relevant information such as the user's name, email address, and contact details, users can create web accounts for individuals and assign authentication settings such as password policies and two-factor authentication. • [Update Web User (via fxo user)](https://restapideveloper.datasoft.global/user/update-web-user-via-fxo-user.md): The “Update Web User” call allows users to update an existing web user contact by providing relevant information such as the user's id and name. • [Create Web User (via web user)](https://restapideveloper.datasoft.global/user/create-web-user-via-web-user.md): This call allows users to create a new web user within the system. By providing relevant information such as the user's name, email address, and contact details, users can create web accounts for individuals and assign authentication settings such as password policies and two-factor authentication. • [Update Web User (via web user)](https://restapideveloper.datasoft.global/user/update-web-user-via-web-user.md): This call allows users to update an existing web user contact by providing relevant information such as the user's id and name • [Validate User Login (via web user)](https://restapideveloper.datasoft.global/user/validate-user-login-via-web-user.md): This API call allows users to validate a user login via the web interface. By providing the necessary user details and access tokens, users can verify user credentials and receive relevant response data such as status, error codes, and error messages. This functionality helps ensure secure access to the system and handles authentication processes effectively. • [Validate User Online Trading Hours (via web user)](https://restapideveloper.datasoft.global/user/validate-user-online-trading-hours-via-web-user.md) • [Save User Rights (via web user)](https://restapideveloper.datasoft.global/user/save-user-rights-via-web-user.md): This API call allows users to assign specific module access rights to the web user. Users can customize the modules that a user can interact with, controlling their permissions and privileges effectively. This API section enables seamless management of user access levels and permissions for enhanced security and tailored user experiences. • [Save Security Questions (via web user)](https://restapideveloper.datasoft.global/user/save-security-questions-via-web-user.md): S • [Reset Web User Auth (via web user)](https://restapideveloper.datasoft.global/user/reset-web-user-auth-via-web-user.md) • [Reset Web User Auth (via fxo user)](https://restapideveloper.datasoft.global/user/reset-web-user-auth-via-fxo-user.md): This section allows users to reset the authentication credentials for a web user in the Datasoft system. By calling this API, users can securely update the login details for a web user, ensuring the security and access control of their platform. • [Save Web User Auth (via web user)](https://restapideveloper.datasoft.global/user/save-web-user-auth-via-web-user.md): This section of the Datasoft REST API allows users to save authentication information for web users. By providing the necessary parameters, users can store details such as user IDs, authentication IDs, and custom audit fields. This functionality enables seamless management and authentication of web users within the system. • [Save Web User Auth (via fxo user)](https://restapideveloper.datasoft.global/user/save-web-user-auth-via-fxo-user.md) • [Logout Web User (via web user)](https://restapideveloper.datasoft.global/user/logout-web-user-via-web-user.md): This section of the Datasoft REST API allows users to log out of the web application. By making a request to this API section, users can end their session and securely log out of the application. The response provides information about the status of the logout operation and any relevant error codes or messages. • [Get Web User Details (via web user)](https://restapideveloper.datasoft.global/user/get-web-user-details-via-web-user.md) • [Get Web User Module Permissions (via web user)](https://restapideveloper.datasoft.global/user/get-web-user-module-permissions-via-web-user.md) • [Save Web User Module Permissions (via web user)](https://restapideveloper.datasoft.global/user/save-web-user-module-permissions-via-web-user.md): This section of the Datasoft REST API allows users to save module permissions for a web user in the web user module. By specifying the necessary parameters, users can define the level of access and functionality available to the web user, including viewing, adding, editing, and menu visibility. • [Get Web User Module Permissions (via fxo user)](https://restapideveloper.datasoft.global/user/get-web-user-module-permissions-via-fxo-user.md) • [Save Web User Module Permissions (via fxo user)](https://restapideveloper.datasoft.global/user/save-web-user-module-permissions-via-fxo-user.md) • [Reset Password (via web user)](https://restapideveloper.datasoft.global/user/reset-password-via-web-user.md): This call allows users to securely reset the password for a web user. By providing the necessary parameters, users can update the web user's password to ensure account security and access management. This functionality enables seamless password management for web users within the specified API version. • [Verify User Module Permission (via web user)](https://restapideveloper.datasoft.global/user/verify-user-module-permission-via-web-user.md): This section of the Datasoft REST API allows users to check whether a web user has permission to access a specific module. By utilizing various API parameters such as module ID, filters, and sorting clauses, users can determine the level of access granted to a user within a module without directly specifying the method or endpoint path. • [Verify User Module Permission (via fxo user)](https://restapideveloper.datasoft.global/user/verify-user-module-permission-via-fxo-user.md) • [Get Authentication Modes (via fxo user)](https://restapideveloper.datasoft.global/user/get-authentication-modes-via-fxo-user.md) • [Get Authentication Modes (via web user)](https://restapideveloper.datasoft.global/user/get-authentication-modes-via-web-user.md) • [Get User Password Policy (via web user)](https://restapideveloper.datasoft.global/user/get-user-password-policy-via-web-user.md): This API section allows users to retrieve the password policy for a web user in the Datasoft REST API. By using this functionality, users can obtain information regarding the specific password requirements, such as minimum length, character complexity, and expiration rules, that apply to web user accounts.