Update Account

The CRM / Ordering system updates an Account in the OCS.io via the RESTful API. The request body contains updated Account details like External ID, Custom Name, etc. The OCS.io updates the instance of the Account, then returns Business Transaction containing updated Account as a payload of the response. Other systems may be notified about the Business Transaction via the Streaming Platform.

Update Account’s External ID

The Update Account’s External ID use-case allows the CRM or ordering system to update the external ID of an account. This operation is not versioned, meaning the new external ID takes effect immediately and the old external ID can no longer be used.

Update Account’s Custom Name

The Update Account’s Custom Name use-case allows the CRM or ordering system to update the custom name of an account. This attribute is not versioned, and the new value takes effect immediately.

Update Account’s Custom Attributes

The Update Account’s Custom Attributes use-case allows the CRM or ordering system to update the custom attributes of an account. Custom attributes are implemented as key-value pairs, and the system must provide the full set of key-value pairs in the request.

Update Account’s Segment

The Update Account’s Segment use-case allows the CRM or ordering system to update the segment of an account. While a history is maintained for this attribute, the new value takes effect immediately and is used in subsequent processes.