Overview
The Prospect OData API provides a way to retrieve and update prospect information. It has multiple filter and expand options, allowing you to get a list of prospects and all the information surrounding them. It will allow you to make an update to a prospect as well.
To update search for or update a lead, see our Lead OData API.
This is an OData endpoint and it will support the OData query language. More information about this can be found at odata.org.
Possible Response Codes
- 200 (OK). This request was successful and information will be returned.
- 204 (No Content). The patch was successful.
- 400 (Bad Request). The request is invalid.
- 401 (Unauthorized). The token is missing, invalid, or expired.
- 404 (Not Found). The prospect was not able to be found.
- 500 (Internal Server Error). The request was malformed, the prospect given in the request did not exist, or some other unspecified error occurred when attempting to retrieve lead information.
Authentication
The Prospect OData API requires authentication. The GET and PATCH request will require a valid Authenticate message header with an API token. See the Aimbase Authentication API for more information on how to authenticate your request.
Authenticate message header example:
Authenticate: Avala-Api {username}:{token}
Query Information
This OData API allows GET and PATCH.
Endpoint for GET
GET https://{baseurl}/odata/V2/Prospects
Endpoint for PATCH
PATCH https://{baseurl}/odata/V2/Prospects
Prospect OData Data Schema
The information below will be returned in a GET. It can also be updated via a PATCH.
Field Name |
Editable |
Format |
Description |
Id |
|
The prospect record’s identifier. |
|
ExternalId |
X |
|
The prospect record’s external identifier for external systems (if available). |
ProspectUid |
UID |
The prospect record’s UID. |
|
ProspectAggregationId | The prospect record's aggregation identifier. | ||
CompanyId |
|
The prospect’s company ID if applicable. |
|
LastName |
X |
|
The prospect’s last name. |
FirstName |
X |
|
The prospect’s first name. |
Title |
X |
|
The prospect’s title or salutation. |
Address1 |
X |
|
The prospect’s mailing address line 1. |
Address2 |
X |
|
The prospect’s mailing address line 2. |
City |
X |
|
The prospect’s mailing address city. |
State |
X |
|
The prospect’s mailing address state. |
PostalCode |
X |
|
The prospect’s mailing address postal code. |
ZIP4 |
X |
|
The prospect’s mailing address +4 zipcode numbers. |
CompanyName |
X |
|
The name of the company the prospect works for. |
CompanyTitle |
X |
|
The prospect’s job title at their company. |
County |
X |
|
The prospect’s mailing address county. |
Country |
X |
|
The prospect’s mailing address country name. |
HomePhone |
X |
|
The home phone number of the prospect. |
WorkPhone |
X |
|
The work phone number of the prospect. |
Fax |
X |
|
The fax number of the prospect. |
X |
|
The email address of the prospect. |
|
PhoneRefused |
X |
|
The prospect’s phone refused value. |
TextRefused |
X |
|
The prospect’s text refused value. |
MailRefused |
X |
|
The prospect’s mail refused value. |
FIPSCode |
X |
|
The FIPS code of the prospect’s mailing address county. |
CensusCode |
X |
|
The prospect’s census code value. |
CassCertified |
X |
|
The prospect’s cass certified value. |
CountryCode |
X |
|
The prospect’s mailing address country code (ISO 3166-1 alpha-2) |
MobilePhone |
X |
|
The mobile phone number of the prospect. |
AddrStatus |
X |
|
The prospect’s address status value. |
AddrError |
X |
|
The prospect’s address error description value. |
LangCode |
X |
|
The prospect’s language code (ISO 639-1) |
CassOverride |
X |
|
The prospect’s cass override value. |
IsActive |
Boolean |
Indicates if the prospect record is active or inactive. |
|
IsInvalidEmail |
Boolean |
Indicates if the prospect’s email address is an incorrectly formatted email address. |
|
IsAddressCleaned |
Boolean |
Indicates if the prospect’s mailing address has been cleaned by an address standardizing service. |
|
EmailRefused |
X | Boolean |
Indicates if the prospect has refused emails. |
Score |
Number |
The prospect’s score value. |
|
ScoreText |
|
The prospect’s score text value. If the prospect’s score is greater than 100, it will be displayed as “100+” |
|
LegacyCustomerId |
Number |
The prospect’s legacy customer ID value. |
|
OriginProspectType |
|
The original prospect type that was set on the prospect record when it was created. |
|
CurrentProspectType |
X |
|
The most up to date prospect type for the prospect. |
CompetitiveBrand |
X |
|
The prospect’s competitive brand value. |
Latitude |
X |
|
The latitude value of the prospect’s postal code. |
Longitude |
X |
|
The longitude value of the prospect’s postal code. |
IsNurtured |
X | Boolean |
Indicates if the prospect should receive nurture emails. |
HomePhoneNumeric |
Number |
The numeric value of the home phone. |
|
WorkPhoneNumeric |
Number |
The numeric value of the work phone. |
|
MobilePhoneNumeric |
Number |
The numeric value of the mobile phone. |
|
CreateDate |
|
The time the prospect was created. |
|
UpdateDate |
|
The time the prospect was last updated. |
|
CreateAccountId |
The identifier of the account that created the prospect. |
||
UpdateAccountId |
The identifier of the account that last updated the prospect. |
||
Customs |
X | Collection of Custom Data |
The custom data associated with the Prospect listed as "FieldName" : "FieldValue" under the customs object. |
Expand Options
The lead information is not included by default, but you can expand the prospect object to get lead information. When you expand, you will get additional fields related to the lead. If the prospect has multiple leads, they are returned in a collection under the Leads object.
The Prospect OData API also allows expansion for Manufacturer information. This will help in the case of multiple manufacturers per install.
Lead Fields on Expand
Name |
Editable | Values |
Description |
Id | Integer | The Aimbase ID of the lead. | |
ExternalId | String (50) | An external system ID that can be passed in with the lead or updated later. | |
LeadUid | UID | The lead's unique identifier. | |
ProspectId | Integer | The prospect's Aimbase identifier. | |
DealerId | Integer | The dealer's Aimbase identifier. | |
ProductId | Integer | The product's Aimbase identifier. | |
LeadDate | YYYY-MM-dd ±hh:mm | The date the lead was entered. | |
ViewedDate | YYYY-MM-dd ±hh:mm | The date the lead was viewed by the assigned contact. | |
Event | X | String (50) | The event on the lead. |
Score | Integer | The score on the lead | |
CreateDate | YYYY-MM-dd ±hh:mm | The creation date of the lead | |
UpdateDate | YYYY-MM-dd ±hh:mm | The latest update date of the lead | |
CreateAccountId | Integer | The id of the account that created the lead | |
UpdateAccountId | Integer | The id of the account that last updated the lead | |
SentDate | YYYY-MM-dd ±hh:mm | The date the lead was sent to the contact | |
Medium | X | String (200) | The medium on the lead |
ScoreText | String (30) | The computed text of the score on the lead | |
ProspectInterestId | Integer | The id of the prospect interest | |
IsActive | Boolean | If the lead is in an active state or not. | |
StagingLeadId | Integer | The staging lead ID of the lead | |
DealerDistance | Integer | Distance of the lead from the assigned dealer | |
DealerDistanceMiles | Integer | Distance in miles of the lead from the assigned dealer | |
IsQualified | Boolean | If the lead is qualified or not | |
FollowUpStatusCode | X | String | The follow up status code of the lead. |
PurchaseStatusCode | X | String | The purchase status code of the lead. |
LeadTypeCode | X | String | The lead type code for the lead |
LeadCategoryCode | X | String | The lead category code for the lead |
LeadSourceCode | X | String | The lead source code for the lead |
LeadCampaignCode | X | String | The lead campaign code for the lead |
LeadStatusCode | X | String | The lead status code for the lead. Default is Pending. |
Customs | X | Customs | Custom fields defined in Aimbase are listed as "FieldName" : "FieldValue" under the customs object. |
Metadata | X | Metadata | If any metadata appears on the lead, it will be listed as "FieldName":"FieldValue" under the metadata object. |
Manufacturer Fields on Expand
Name |
Editable | Values |
Description |
Id | Integer | The Aimbase ID of the manufacturer | |
HierarchyId | Integer | The ID of the hierarchy. | |
Code |
String | The code of the manufacturer that is defined in Aimbase. | |
Name |
String | The name of the manufacturer from Aimbase | |
Address1 |
String | The address of the manufacturer. | |
Address2 |
String | The address 2 of the manufacturer. | |
City |
String | The city of the manufacturer. | |
State |
String | The state of the manufacturer. | |
County |
String | The county of the manufacturer | |
Country |
String | The country of the manufacturer | |
DisplayOrder | Int | Display order from Aimbase. | |
IsActive |
Boolean | If the manufacturer is active or not. | |
Latitude |
Decimal | Latitude calculated from address. | |
Longitude |
Decimal | Longitude calculated from address. | |
CreateDate |
YYYY-MM-dd ±hh:mm |
Create date of the manufacturer. | |
UpdateDate |
YYYY-MM-dd ±hh:mm |
Update of the manufacturer. | |
CreateAccountId |
Int | The account ID of who created the manufacturer. | |
UpdateAccountId |
Int | The account ID of the last update account for the manufacturer. | |
Email |
String | The email of the manufacturer | |
DomainId | Int | The domain ID for the manufacturer |
Sample Queries
Get First 10 Prospects
GET http://{baseurl}/odata/V2/Prospects?$top=10
Get a Prospect and Expand Leads
GET http://{baseurl}/odata/V2/Prospects(88048)?$expand=Leads
Patch Prospect's First Name
PATCH https://{baseurl}/odata/V2/Prospects(2) Content-Type: application/json Authenticate: Avala-Api {username}:{token} { "FirstName": "Jane" "Customs": { "FieldName" : "FieldValue" } }
Example Response (Expanded by Lead)
{ "@odata.context": "https://{baseurl}/odata/V2/$metadata#Prospects/$entity", "Id": 88048, "ExternalId": null, "ProspectUid": "0ed74e8b-d33d-4ec1-a26f-7700c5ff4f37", "ProspectAggregationId": 87073, "CompanyId": null, "LastName": "Doe", "FirstName": "Jane", "Title": null, "Address1": "159 Jane Lane", "Address2": "", "City": "John", "State": "KY", "PostalCode": "40312 ", "ZIP4": null, "CompanyName": null, "CompanyTitle": null, "County": null, "Country": "United States", "HomePhone": "", "WorkPhone": "", "Fax": null, "Email": "jane.doe@rollick.io", "PhoneRefused": false, "TextRefused": false, "MailRefused": false, "FIPSCode": null, "CensusCode": null, "CassCertified": null, "CountryCode": "US", "MobilePhone": "", "AddrStatus": null, "AddrError": null, "LangCode": null, "CassOverride": null, "IsActive": true, "IsInvalidEmail": false, "IsAddressCleaned": false, "EmailRefused": false, "Score": 0, "ScoreText": "0", "LegacyCustomerId": 2886959, "OriginProspectType": "Website", "CurrentProspectType": "Website", "CompetitiveBrand": "", "Latitude": 37.839660, "Longitude": -83.936520, "IsNurtured": true, "HomePhoneNumeric": "", "WorkPhoneNumeric": "", "MobilePhoneNumeric": "", "CreateDate": "2016-11-22T00:14:23.327-06:00", "UpdateDate": null, "CreateAccountId": 0, "UpdateAccountId": null, "Customs": {}, "Leads": [ { "Id": 1, "ExternalId": "1484059", "LeadUid": "d3323958-56cc-4c01-9bfe-da7eeb41e096", "ProspectId": 88048, "DealerId": 1669, "ProductId": 6256, "LeadDate": "2016-09-27T09:49:32-05:00", "ViewedDate": null, "Event": null, "Score": 0, "CreateDate": "2016-11-22T00:14:41.47-06:00", "UpdateDate": "2020-12-23T10:41:00.177-06:00", "CreateAccountId": 0, "UpdateAccountId": 17690, "SentDate": "2016-09-27T09:51:16.623-05:00", "Medium": "Medium", "ScoreText": "0", "ProspectInterestId": 1, "IsActive": true, "StagingLeadId": null, "DealerDistance": null, "DealerDistanceMiles": null, "IsQualified": true, "FollowUpStatusCode": "Contacted", "PurchaseStatusCode": "Unknown", "LeadTypeCode": "LeadType", "LeadCategoryCode": "LeadCategory", "LeadSourceCode": "LeadSource", "LeadCampaignCode": null, "LeadStatusCode": "Pending", "Customs": { "BuyTimeFrame": null, "Comment": null }, "Metadata": {} }, { "Id": 111978, "ExternalId": "1484059", "LeadUid": "eef2deaf-6a7c-475e-bf1a-e1afcfbc5eeb", "ProspectId": 88048, "DealerId": 571, "ProductId": 6256, "LeadDate": "2016-09-27T09:49:32-05:00", "ViewedDate": null, "Event": null, "Score": 0, "CreateDate": "2016-11-22T00:14:41.47-06:00", "UpdateDate": null, "CreateAccountId": 0, "UpdateAccountId": null, "SentDate": "2016-09-27T09:51:16.8-05:00", "Medium": null, "ScoreText": "0", "ProspectInterestId": 1, "IsActive": true, "StagingLeadId": null, "DealerDistance": null, "DealerDistanceMiles": null, "IsQualified": true, "FollowUpStatusCode": "Contacted", "PurchaseStatusCode": "Unknown", "LeadTypeCode": "LeadType", "LeadCategoryCode": "LeadCategory", "LeadSourceCode": "LeadSource", "LeadCampaignCode": null, "LeadStatusCode": "Pending", "Customs": { "BuyTimeFrame": null, "Comment": null }, "Metadata": {} } ] }