Customization resources. includes: user_defined_tables resources. (user defined fields are documented separately inside each relevant resource)

User Defined Tables

Method
Description

GET

get-user_defined_tables

https://api.pepperi.com/v1.0/user_defined_tables

Retrieves a list of user defined tables.

GET

get-user_defined_tables-metadata

https://api.pepperi.com/v1.0/metadata/user_defined_tables

{Beta} Retrieves the user_defined_tables metadata(schema).

POST

post-user_defined_tables

https://api.pepperi.com/v1.0/user_defined_tables

Upserts (updates/inserts) a single user defined table. ExternalID is required in case of insert and either InternalID or ExternalID are required in case of update.

POST

post-user_defined_tables-bulk-json

https://api.pepperi.com/v1.0/bulk/user_defined_tables/json

Starts a new async bulk upload job that upserts (updates/inserts) multiple user defined tables data as a list of headers and lines. This async request returns a Job ID and URI to query the job's status. ExternalID is required in case of insert and either InternalID or ExternalID are required in case of update.

POST

post-user_defined_tables-bulk-csv-zip

https://api.pepperi.com/v1.0/bulk/user_defined_tables/csv_zip

Starts a new async bulk upload job that upserts (updates/inserts) multiple user defined tables data as a zip file that contains a single csv file. This async request returns a Job ID and URI to query the job's status. ExternalID is required in case of insert and either InternalID or ExternalID are required in case of update.

User Defined Sub Types Metadata

Method
Description

GET

get-types-metadata

https://api.pepperi.com/v1.0/metadata

{Beta} Retrieves transactions/activities/accounts user defined sub type ids.