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Integrating your CRM with Operating
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Operating API
Overview
Authentication
Guides
API entity relations
Integrating your CRM with Operating
Importing time off work efforts to Operating
Integrating your HR system with Operating
External identifiers in Operating API
Assignments
Read Assignment
get
Update Assignment
patch
Delete Assignment
del
List Assignments
get
Create Assignment
post
Deals
Create Deal
post
List Deals
get
Read Deal
get
Update Deal
patch
Delete Deal
del
Budgets
Read Budget
get
Update Budget
patch
Delete Budget
del
List Budgets
get
Create Budget
post
Pipelines
Create Pipeline
post
List Pipelines
get
Read Pipeline
get
Update Pipeline
patch
Billable Items
Read Billable Item
get
List Billable Items
get
Clients
Create Client
post
List Clients
get
Read Client
get
Update Client
patch
Deal Tag Assignments
Read Deal Tag Assignment
get
Update Deal Tag Assignment
patch
Delete Deal Tag Assignment
del
List Deal Tag Assignments
get
Create Deal Tag Assignment
post
Pipeline Stages
Create Pipeline Stage
post
List Pipeline Stages
get
Read Pipeline Stage
get
Update Pipeline Stage
patch
Client Addresses
Read Client Address
get
Update Client Address
patch
Delete Client Address
del
List Client Addresses
get
Create Client Address
post
Client Contact Persons
Read Client Contact Person
get
Update Client Contact Person
patch
Delete Client Contact Person
del
List Client Contact Persons
get
Create Client Contact Person
post
Companies
Read Company
get
List Companies
get
Client Tags
Read Client Tag
get
Update Client Tag
patch
List Client Tags
get
Create Client Tag
post
Client Tag Assignments
Read Client Tag Assignment
get
Update Client Tag Assignment
patch
Delete Client Tag Assignment
del
List Client Tag Assignments
get
Create Client Tag Assignment
post
Client Tag Categories
Read Client Tag Category
get
Update Client Tag Category
patch
List Client Tag Categories
get
Create Client Tag Category
post
Competence Roles
Read Competence Role
get
Update Competence Role
patch
List Competence Roles
get
Create Competence Role
post
Expenses
Read Expense
get
Update Expense
patch
Delete Expense
del
List Expenses
get
Create Expense
post
Competence Role Assignments
Read Competence Role Assignment
get
Update Competence Role Assignment
patch
Delete Competence Role Assignment
del
List Competence Role Assignments
get
Create Competence Role Assignment
post
Groups
Read Group
get
Update Group
patch
List Groups
get
Create Group
post
Competence Role Seniorities
Read Competence Role Seniority
get
Update Competence Role Seniority
patch
List Competence Role Seniorities
get
Create Competence Role Seniority
post
Cost Cards
Read Cost Card
get
Update Cost Card
patch
Delete Cost Card
del
List Cost Cards
get
Create Cost Card
post
Holidays
Create Holiday
post
List Holidays
get
Read Holiday
get
Update Holiday
patch
Delete Holiday
del
Invoices
Read Invoice
get
Update Invoice
patch
Delete Invoice
del
List Invoices
get
Create Invoice
post
Persons
Read Person
get
Update Person
patch
List Persons
get
Create Person
post
Set Time Balance
post
Holiday Calendars
Create Holiday Calendar
post
List Holiday Calendars
get
Read Holiday Calendar
get
Update Holiday Calendar
patch
Delete Holiday Calendar
del
Holiday Dates
Create Holiday Date
post
List Holiday Dates
get
Read Holiday Date
get
Update Holiday Date
patch
Delete Holiday Date
del
Person Costs
Read Person Cost
get
Update Person Cost
patch
Delete Person Cost
del
List Person Costs
get
Create Person Cost
post
Person Group Assignments
Read Person Group Assignment
get
Update Person Group Assignment
patch
Delete Person Group Assignment
del
List Person Group Assignments
get
Create Person Group Assignment
post
Phases
Read Phase
get
Update Phase
patch
Delete Phase
del
List Phases
get
Create Phase
post
Positions
Read Position
get
Update Position
patch
Delete Position
del
List Positions
get
Create Position
post
Person Individual Working Hours
Read Person Individual Working Hours
get
Update Person Individual Working Hours
patch
Delete Person Individual Working Hours
del
List Person Individual Working Hours
get
Create Person Individual Working Hours
post
Person Skill Assignments
Read Person Skill Assignment
get
Update Person Skill Assignment
patch
Delete Person Skill Assignment
del
List Person Skill Assignments
get
Create Person Skill Assignment
post
Create Person Skill Assignments
post
Projects
Create Project
post
List Projects
get
Read Project
get
Update Project
patch
Position Skill Assignments
Read Position Skill Assignment
get
Delete Position Skill Assignment
del
List Position Skill Assignments
get
Create Position Skill Assignment
post
Project Group Assignments
Read Project Group Assignment
get
Delete Project Group Assignment
del
List Project Group Assignments
get
Create Project Group Assignment
post
Project Rate Card Assignments
Read Project Rate Card Assignment
get
Delete Project Rate Card Assignment
del
List Project Rate Card Assignments
get
Create Project Rate Card Assignment
post
Project Statuses
List Project Statuses
get
Project Tags
Read Project Tag
get
Update Project Tag
patch
List Project Tags
get
Create Project Tag
post
Project Tag Assignments
Read Project Tag Assignment
get
Update Project Tag Assignment
patch
Delete Project Tag Assignment
del
List Project Tag Assignments
get
Create Project Tag Assignment
post
Project Tag Categories
Read Project Tag Category
get
Update Project Tag Category
patch
List Project Tag Categories
get
Create Project Tag Category
post
Receipts
Read Receipt
get
Update Receipt
patch
Delete Receipt
del
List Receipts
get
Create Receipt
post
Update Receipt File
put
Reports
Work Efforts Report
get
Planned work per project
get
Actual work per project
get
Planned work per person
get
Actual work per person
get
Allocations Report
get
Project Task Assignments
Create Project Task Assignment
post
List Project Task Assignments
get
Read Project Task Assignment
get
Update Project Task Assignment
patch
Delete Project Task Assignment
del
Skills
Read Skill
get
Update Skill
patch
Delete Skill
del
List Skills
get
Create Skill
post
Rate Cards
Read Rate Card
get
Update Rate Card
patch
Delete Rate Card
del
List Rate Cards
get
Create Rate Card
post
Sites
Read Site
get
Update Site
patch
List Sites
get
Create Site
post
Skill Assignment Levels
Read Skill Assignment Level
get
Update Skill Assignment Level
patch
Delete Skill Assignment Level
del
List Skill Assignment Levels
get
Create Skill Assignment Level
post
Tasks
Create Task
post
List Tasks
get
Read Task
get
Update Task
patch
Delete Task
del
Skill Assignment Sentiments
Read Skill Assignment Sentiment
get
Update Skill Assignment Sentiment
patch
Delete Skill Assignment Sentiment
del
List Skill Assignment Sentiments
get
Create Skill Assignment Sentiment
post
Skill Categories
Read Skill Category
get
Update Skill Category
patch
Delete Skill Category
del
List Skill Categories
get
Create Skill Category
post
Tax Rates
Read Tax Rate
get
List Tax Rates
get
Time Entries
Create Time Entry
post
List Time Entries
get
Create Time Entries
post
Read Time Entry
get
Update Time Entry
patch
Delete Time Entry
del
Delete Time Entries
post
Work Efforts
Read Allocation
get
Update Allocation
patch
Delete Allocation
del
List Allocations
get
Create Allocation
post
Work Effort Statuses
List Allocation Statuses
get
Expense Categories
Read Expense Category
get
Update Expense Category
patch
Delete Expense Category
del
List Expense Categories
get
Create Expense Category
post
Allocations
Read Allocation
get
Update Allocation
patch
Delete Allocation
del
List Allocations
get
Create Allocation
post
Allocation Statuses
List Allocation Statuses
get
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