Returns aggregated totals calculated from contacts balance matching the specified filters.
Headers
-
API token (can be retrieved from account settings)
-
ID of organization, for which the operation must be performed
Query parameters
-
Report generation date.
-
Contact ID filter.
Multi-value supported. Example: value1;value2 -
Contact role type filter.
Values are
BOTH,SUPPLIER, orCLIENT. -
Currency code filter
-
Balance filterSupports comparison operators:
- Range (
..) - Greater than (
>) - Greater than or equal (
>=) - Less than (
<) - Less than or equal (
<=) - Not equal (
<>)
Examples:
- <=100.00
- >=100.00
- <>100.00
- 100.00..200.00
Use
<>0to return only records where the selected amount is not equal to zero. - Range (
-
Contact type filter. Used to select contacts
Values are
ORGANIZATIONorPERSON. -
Contact name filter. Applicable only when contactType = ORGANIZATION. Used to select contacts
-
Whether the contact is a customer. Used to select contacts
-
Whether the contact is a vendor/supplier. Used to select contacts
-
Whether the contact is a staff member.
Applicable only when contactType = PERSON. Used to select contacts -
Whether the contact has a user account.
Applicable only when contactType = PERSON. Used to select contacts -
Email address filter. Used to select contacts
-
External identifier filter. Used to select contacts
-
Whether the contact has warnings. Used to select contacts
-
Last name filter.
Applicable only when contactType = PERSON. Used to select contacts -
First name filter.
Applicable only when contactType = PERSON. Used to select contacts -
Middle name filter.
Applicable only when contactType = PERSON. Used to select contacts -
Nationality filter.
Applicable only when contactType = PERSON. Used to select contacts -
Gender filter.
Applicable only when contactType = PERSON. Used to select contactsValues are
MALE,FEMALE, orOTHER. -
Birth date filter.
Applicable only when contactType = PERSON. Used to select contacts -
Default language filter. Used to select contacts
Values are
EN,FR,DE,IT, orUNDEFINED. -
NOGA economic activity code filter. Applicable only when contactType = ORGANIZATION. Used to select contacts
-
Phone number filter. Used to select contacts
-
Fax number filter. Used to select contacts
-
Mobile number filter. Used to select contacts
-
Website URL filter. Used to select contacts
-
Address ID filter. Used to select contacts.
Multi-value supported. Example: value1;value2 -
Address label / name filter. Used to select contacts
-
Address street filter. Used to select contacts
-
Address house number filter. Used to select contacts
-
Address P.O. box / street line 2 filter. Used to select contacts
-
Address city filter. Used to select contacts
-
Address postal code filter. Used to select contacts
-
Address country filter. Used to select contacts
-
Address region filter. Used to select contacts
-
Address 'to the attention of' filter. Used to select contacts
-
Bank ID filter. Used to select contacts.
Multi-value supported. Example: value1;value2 -
Bank account label / name filter. Used to select contacts
-
Bank account number filter. Used to select contacts
-
Bank SWIFT/BIC code filter. Used to select contacts
-
Bank account remark filter. Used to select contacts
-
Client default department ID filter. Used to select contacts.
Multi-value supported. Example: value1;value2 -
Client default payment chart of accounts number filter. Used to select contacts
-
Client default P&L chart of accounts number filter. Used to select contacts
-
Client default balance sheet chart of accounts number filter. Used to select contacts
-
Client default payment currency code filter. Used to select contacts
-
Client VAT number filter. Used to select contacts
-
Client VAT type filter. Used to select contacts
-
Client requested payment terms in days filter. Used to select contacts
-
Client late notice margin in days filter. Used to select contacts
-
Client discount rate filter. Used to select contacts
-
Client credit limit filter. Used to select contactsSupports comparison operators:
- Range (
..) - Greater than (
>) - Greater than or equal (
>=) - Less than (
<) - Less than or equal (
<=) - Not equal (
<>)
Examples:
- <=100.00
- >=100.00
- <>100.00
- 100.00..200.00
Use
<>0to return only records where the selected amount is not equal to zero. - Range (
-
Supplier default department ID filter. Used to select contacts.
Multi-value supported. Example: value1;value2 -
Supplier default payment chart of accounts number filter. Used to select contacts
-
Supplier default P&L chart of accounts number filter. Used to select contacts
-
Supplier default balance sheet chart of accounts number filter. Used to select contacts
-
Supplier default payment currency code filter. Used to select contacts
-
Supplier VAT number filter. Used to select contacts
-
Supplier VAT type filter. Used to select contacts
Values are
NO_VAT,NATIVE, orIMPORT_OF_SERVICE. -
Supplier VAT type code filter. Used to select contacts
-
Supplier requested payment terms in days filter. Used to select contacts
-
Supplier payment fees split filter. Used to select contacts
Values are
CHARGED_TO_THE_BENEFICIARY,FIFTY_FIFTY_SPLIT, orCHARGED_TO_THE_ORDERER. -
Staff AVS/social security number filter.
Applicable only when contactType = PERSON. Used to select contacts -
Staff work permit expiry date filter.
Applicable only when contactType = PERSON. Used to select contactsSupports comparison operators:- Range (
..) - Greater than (
>) - Greater than or equal (
>=) - Less than (
<) - Less than or equal (
<=) - Not equal (
<>)
Examples:
- 01/01/2026..31/12/2026
- >=01/01/2026
- <=01/01/2026
- <>01/01/2026
Use <>01/01/2026 to return only records where the selected date is not equal to the filter date.
- Range (
-
Staff contract type filter.
Applicable only when contactType = PERSON. Used to select contactsValues are
OPEN_ENDED,OPEN_ENDED_YEAR,FIXED,APPRENTICESHIP,INTERN,INDEFINITE_SALARY_NO_TIME_CONSTRAINT,FIXED_SALARY_NO_TIME_CONSTRAINT, orADMINISTRATIVE_BOARD. -
Staff marital status filter.
Applicable only when contactType = PERSON. Used to select contactsValues are
SINGLE,MARRIED,DIVORCED,SEPARATED,WIDOWED,PARTNERED,DISSOLVED_LAW,DISSOLVED_LOST, orDISSOLVED_DEATH. -
Staff training level filter.
Applicable only when contactType = PERSON. Used to select contactsValues are
PHD,MASTER_ETH,BACHELOR_ETH,MASTER_UAS,BACHELOR_UAS,HES,MASTER,BACHELOR,TC,MATU,CVT,IN_HOUSE, orCOMP_SCHOOL. -
Staff position filter.
Applicable only when contactType = PERSON. Used to select contactsValues are
SENIOR,MIDDLE,LOWER, orRESP. -
Contact status filter. Used to select contacts
Values are
ACTIVEorARCHIVED. -
Whether to filter for staff contacts only. Used to select contacts
curl \
--request GET 'https://wyzio.app/api-v1/contact-balance/report/advanced/total'
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