> ## Documentation Index > Fetch the complete documentation index at: https://docs.outseta.com/llms.txt > Use this file to discover all available pages before exploring further. # Update payment information for an account. ## OpenAPI ````yaml /api-reference/openapi.json post /api/v1/billing/paymentinformation openapi: 3.0.0 info: title: Outseta API description: >- # Outseta REST API The Outseta REST API lets you manage people, accounts, subscriptions, invoices, email, and support resources over HTTPS. Responses are JSON unless an endpoint documents another format, such as an invoice PDF. **Base URL:** `https://{your-domain}.outseta.com/api/v1/` ## Contents - [Quick start](#quick-start) - [Authentication](#authentication) - [Server-side API keys](#server-side-api-keys) - [Client-side bearer tokens](#client-side-bearer-tokens) - [Two-factor authentication](#two-factor-authentication-2fa-during-login) - [Forced 2FA enrollment](#forced-2fa-enrollment-during-login) - [Working with collections](#working-with-collections) - [Field selection](#field-selection) - [Pagination](#pagination) - [Sorting](#sorting) - [Filtering](#filtering) - [Sorting and filtering metadata](#sorting-and-filtering-metadata) - [Account billing stages](#account-billing-stages) - [Error responses](#error-responses) - [Rate limits](#rate-limits) - [Support](#support) - [Webhooks](#webhooks) - [Endpoint index](#endpoint-index) ## Quick start Authenticate every request with either a server-side API key or a user bearer token. For example: ```http GET /api/v1/crm/accounts?limit=20&fields=Uid,Name HTTP/1.1 Host: example.outseta.com Authorization: Outseta {api_key}:{api_secret} ``` List endpoints return a consistent envelope: ```json { "metadata": { "limit": 20, "offset": 0, "total": 142 }, "items": [] } ``` Use `limit` and `offset` for [pagination](#pagination), `fields` to control the response shape, `orderBy` for sorting, and entity properties for filtering. General request behavior: - Use HTTPS. HTTP requests are redirected to HTTPS with `301`. - `GET` retrieves, `POST` creates or invokes an action, `PUT` updates, and `DELETE` removes. - The API returns standard HTTP status codes. Error details are returned as JSON. - Add `donotlog=1` to a request that should not appear in the activity log. ## Authentication All API requests require authentication via one of two methods: ### Server-Side (API Keys) Use API keys for server-to-server integrations. Create keys at **Settings > Integrations > API Keys**. Make sure to record the secret key when you create it. ``` Authorization: Outseta {api_key}:{api_secret} ``` **Example:** ``` Authorization: Outseta ce08fd5a-e1ee-4472-9c5f-b7575d8369b2:74fc1d2242a4eb7336d34b0e40cfbc5f ``` > **Warning:** Never expose API keys in client-side code. The API key and secret combined give full access to all data in your account. ### Client-Side (Bearer Token) Do **not** use API keys on the client side — they can be easily copied. Instead, obtain a JWT access token by calling the `POST /tokens` endpoint from the server side with your credentials, then use it on the client: ``` Authorization: bearer {access_token} ``` Tokens are JWTs containing claims such as `PersonUid`, `AccountUid`, and subscription details. Tokens expire after approximately one year. Verify tokens server-side using Outseta's [JWKS endpoint](https://{your-domain}.outseta.com/.well-known/jwks.json). ### Two-Factor Authentication (2FA) During Login When a user has enabled two-factor authentication, a username and password are no longer sufficient to obtain a token — the login becomes a two-step exchange. You do not need to call any endpoint up front to discover whether 2FA is on; the response to `POST /tokens` tells you. **Step 1 — Attempt login as usual.** ``` POST /api/v1/tokens Content-Type: application/json { "username": "user@example.com", "password": "their-password" } ``` If the user has no 2FA enabled, you get the normal `200` token response and you're done: ```json { "access_token": "eyJ...", "token_type": "Bearer", "expires_in": 31536000 } ``` If the user **does** have 2FA enabled, the password is verified and the response is `202 Accepted` with a challenge instead of a token: ```json { "two_factor_required": true, "challenge_token": "eyJ...", "mechanism": "Totp", "masked_destination": "", "expires_in": 600, "available_mechanisms": ["Totp", "Email"], "recovery_codes_available": true } ``` This single response answers everything you need to know about the user's 2FA: | Field | Meaning | |-------|---------| | `mechanism` | The method this challenge targets: `Email` or `Totp` (authenticator app). **If `Email`, a one-time code has already been emailed to the user.** If `Totp`, nothing is sent — the user reads the current code from their authenticator app. | | `masked_destination` | Where an emailed code was sent, masked for display (e.g. `b***@outseta.com`). Empty when `mechanism` is `Totp`. | | `available_mechanisms` | Every method the user has enrolled. Use this to show the user their options (and to enable "use a different method"). | | `recovery_codes_available` | Whether the user has recovery codes they can fall back to. | | `challenge_token` | Opaque, short-lived token (valid for `expires_in` seconds, 600 = 10 minutes) that ties the next request to this challenge. Echo it back verbatim. | > When both an authenticator app and email are enrolled, Outseta picks the > authenticator app (`Totp`) as the default `mechanism` because it requires no > "check your inbox" step. The user can switch to email — see below. **Step 2 — Submit the code to get the token.** Collect the 6-digit code from the user (from their email or authenticator app) and post it along with the `challenge_token`: ``` POST /api/v1/tokens/two-factor Content-Type: application/json { "challenge_token": "eyJ...", "code": "123456" } ``` On success you receive the final JWT — the same shape as a normal login, and the token you use as the `Authorization: bearer {access_token}` for subsequent calls: ```json { "access_token": "eyJ...", "token_type": "Bearer", "expires_in": 31536000 } ``` Error responses: | Status | Body | Meaning | |--------|------|---------| | `400` | `invalid_grant` | The code was wrong or missing. The challenge allows up to 5 attempts before it locks. | | `410` | `challenge_expired` | The challenge token expired (older than 10 minutes). Start over at `POST /tokens`. | | `429` | — | Too many attempts; retry after a minute. | **Optional helper endpoints** (all take the `challenge_token` from Step 1): - **Resend an emailed code** — `POST /api/v1/tokens/two-factor/resend` with `{ "challenge_token": "..." }`. Returns a fresh challenge (same shape as the `202` above). Only valid for `Email` challenges; a `Totp` challenge returns `400` `not_supported`. - **Switch to a different method** — `POST /api/v1/tokens/two-factor/switch-mechanism` with `{ "challenge_token": "...", "mechanism": "Email" }`. Use this when the user picks one of the other `available_mechanisms` (e.g. they can't reach their authenticator). Returns a fresh challenge for the chosen mechanism (and sends a code when switching to `Email`). - **Use a recovery code** — `POST /api/v1/tokens/two-factor/recovery` with `{ "challenge_token": "...", "recovery_code": "abcd-efgh-ijkl" }`. Returns the final JWT, exactly like Step 2. Each recovery code is single-use. ### Forced 2FA Enrollment During Login Accounts can be configured to *require* 2FA. When a user who has not yet set it up tries to log in, they must enroll a method before they can get a token — all in the same login flow. **Step 1 — Attempt login.** Exactly as above. If the account forces 2FA and the user has no method enrolled, `POST /api/v1/tokens` verifies the password and returns `202 Accepted` with `two_factor_enrollment_required` (instead of `two_factor_required`): ```json { "two_factor_enrollment_required": true, "challenge_token": "eyJ...", "expires_in": 600 } ``` That `challenge_token` is the **enrollment token** — it proves the user's identity for the rest of the flow. Pass it as `enrollment_token` in every call below. Let the user pick a method (email or an authenticator app) and run the matching two-step *begin → confirm* sequence. **Option A — Enroll an authenticator app (recommended).** 1. Begin — exchange the enrollment token for a shared secret: ``` POST /api/v1/tokens/two-factor/enroll/totp/begin { "enrollment_token": "eyJ..." } ``` ```json { "challenge_token": "eyJ...", "secret": "JBSWY3DPEHPK3PXP", "otpauth_uri": "otpauth://totp/Acme:user@example.com?secret=...&issuer=Acme", "qr_code_png_base64": "iVBORw0KGgo...", "expires_in": 600 } ``` Have the user add the secret to their authenticator app — scan `qr_code_png_base64` (render it as an image), open `otpauth_uri`, or type the `secret` manually. 2. Confirm — submit the first code the app generates: ``` POST /api/v1/tokens/two-factor/enroll/totp/confirm { "enrollment_token": "eyJ...", "challenge_token": "eyJ...", "code": "123456" } ``` **Option B — Enroll email.** 1. Begin — a code is emailed to the user: ``` POST /api/v1/tokens/two-factor/enroll/email/begin { "enrollment_token": "eyJ..." } ``` ```json { "challenge_token": "eyJ...", "mechanism": "Email", "masked_destination": "b***@outseta.com", "expires_in": 600 } ``` 2. Confirm — submit the emailed code: ``` POST /api/v1/tokens/two-factor/enroll/email/confirm { "enrollment_token": "eyJ...", "challenge_token": "eyJ...", "code": "123456" } ``` **Confirm response (both options).** A successful confirm enables the method *and* completes the login in one shot — it returns the final JWT plus the user's recovery codes: ```json { "confirmed": true, "recovery_codes": ["abcd-efgh-ijkl", "mnop-qrst-uvwx", "..."], "access_token": "eyJ...", "token_type": "Bearer", "expires_in": 31536000 } ``` > Show `recovery_codes` to the user **once** and prompt them to save the codes — > they are generated as part of first-time enrollment and are never returned > again. Each is single-use at `POST /api/v1/tokens/two-factor/recovery`. Notes: - Both `begin` calls pass only the `enrollment_token`; both `confirm` calls pass the `enrollment_token`, the `challenge_token` from the matching `begin`, and the `code`. - `401` means the enrollment token is missing/invalid/expired (restart at Step 1); `403` means forced enrollment does not apply to the user; `400` (`invalid_grant`) means a wrong code; `410` (`challenge_expired`) means the challenge timed out. - Each token/challenge is valid for 10 minutes (`expires_in` = 600). If the user takes too long, restart at `POST /api/v1/tokens`. - After enrollment, the user is a normal 2FA user — subsequent logins follow the standard challenge flow described above, not this enrollment flow. ## Working with collections Collection endpoints support field selection, pagination, sorting, and filtering. Unless an endpoint says otherwise, these options can be combined in the same request. ### Field selection When you make an API request, you'll automatically get all the basic information from the main object and its immediate child objects. Referenced objects beyond the first level are returned as `null`. Change this behavior using the `fields` query parameter: - **Go deeper** — Request fields lower down in the object tree: `?fields=CurrentSubscription.Plan.*` - **Go lighter** — Request only the essentials for faster performance: `?fields=Uid,Name` - **Combination** — `?fields=Uid,Name,CurrentSubscription.Plan.Uid` - **Wildcard** — Use `*` to get all fields in an object: `?fields=*` or `?fields=CurrentSubscription.Plan.*` > **Tip:** When expanding nested paths, include `*` and intermediate path segments (e.g., `PersonAccount.*`) to preserve root-level and intermediate fields. **Examples:** ``` # Get the current subscription plan UID for an account GET /crm/accounts/{uid}?fields=CurrentSubscription.Plan.Uid # Get the account UID and plan UID for a list of accounts GET /crm/accounts?fields=Uid,CurrentSubscription.Plan.Uid # Get the full plan object for an account's current subscription GET /crm/accounts/{uid}?fields=CurrentSubscription.Plan.* # Get a person with their account and subscription info GET /crm/people/{uid}?fields=Uid,PersonAccount.Account.CurrentSubscription.Plan.Uid ``` > **Unknown paths are ignored, not rejected.** A `fields` path that does not match a property on the object is dropped from the request. The response is still `200`, still well-formed, and simply has no such property — the same shape you would get if the value were legitimately `null`. Nothing in the response distinguishes "you asked for a property that does not exist" from "that property is null". Confirm that what you requested came back before relying on it, and check spelling against the endpoint's response schema rather than a similarly named property on another object. If your request includes fields from a child object you will be limited to retrieving **25 items** per page. The maximum for requests not expanding child object fields is **100 items**. ### Pagination List endpoints return paginated results with a `metadata` object and an `items` array: ```json { "metadata": { "limit": 25, "offset": 0, "total": 142 }, "items": [ ... ] } ``` | Parameter | Type | Default | Description | |-----------|------|---------|-------------| | `offset` | integer | `0` | Zero-based page number, not a record offset | | `limit` | integer | `25` | Requested page size. Capped at `100`, or `25` when requested fields expand child objects or require additional queries; `metadata.limit` reports the applied value | **Examples:** ``` ?offset=0&limit=20 # page 1 (index 0) — results 1-20 ?offset=1&limit=20 # page 2 (index 1) — results 21-40 ?offset=20&limit=20 # page index 20 — results 401-420, NOT results 21-40 ``` ### Sorting Sort results using the `orderBy` parameter with a property name and direction: ``` ?orderBy=PropertyName+DESC ``` `orderBy` generally supports database-backed scalar properties. Support for nested paths is endpoint-specific, especially when a path traverses a collection and does not identify a single ordering value. Important known unsupported paths, including calculated properties, are listed in the endpoint's `x-outseta-sort-denylist`; this list is curated rather than exhaustive. ### Filtering Filter results by passing entity properties as query parameters. #### Basic filtering Filter on any field using the field name as a query parameter: ``` GET /crm/people?Email=john@example.com GET /crm/accounts?AccountStage=2 ``` #### Wildcard matching | Pattern | Match Type | Example | |---------|-----------|---------| | `*value` | Ends with | `?Email=*@example.com` | | `value*` | Starts with | `?Name=Acme*` | | `*value*` | Contains | `?Name=*corp*` | #### Comparison operators For advanced filtering, append comparison operators to field names: | Operator | Description | Example | |----------|-------------|---------| | `__gt` | Greater than | `Created__gt=2024-01-01` | | `__gte` | Greater than or equal | `Amount__gte=100` | | `__lt` | Less than | `Created__lt=2024-12-31` | | `__lte` | Less than or equal | `Amount__lte=500` | | `__ne` | Not equal | `Status__ne=Active` | | `__isnull` | Is null (true/false) | `ProfileImageS3Url__isnull=true` | **Examples:** ``` # Date filtering GET /crm/accounts?Created__gt=2024-01-01 GET /billing/subscriptions?EndDate__lt=2024-08-01 # Numeric filtering GET /billing/invoices?Amount__gte=1000 # Null value filtering GET /crm/people?ProfileImageS3Url__isnull=true # Multiple filters combined with field selection GET /billing/subscriptions?StartDate__gte=2024-01-01&EndDate__isnull=true&fields=Uid,StartDate,EndDate,Plan.Name ``` ### Sorting and filtering metadata Collection operations in the OpenAPI document can include `x-outseta-sort-denylist` and `x-outseta-filter-denylist`. Each extension is an array of property paths, relative to an item in that operation's response collection, that the operation does not support for sorting or filtering. Paths can be nested. ```yaml x-outseta-sort-denylist: - CurrentSubscription.Rate x-outseta-filter-denylist: - CurrentSubscription.Rate ``` These lists currently prioritize high-value financial and CRM properties that API consumers frequently attempt to query. They are curated rather than exhaustive, so the absence of a property is not by itself a guarantee that every query shape is supported. ## Account Billing Stages Account stages reflect the financial standing of each account and are not directly editable — they change automatically based on subscription activity. | Value | Stage | Description | |-------|-------|-------------| | `2` | Trialing | Currently on a free trial or free plan | | `3` | Subscribing | Active paid subscription (contributes to MRR) | | `4` | Canceling | Customer has indicated intent to cancel | | `5` | Expired | Subscription has ended after cancellation | | `6` | Trial Expired | Free trial ended without conversion to paid | Filter by stage: `GET /crm/accounts?AccountStage=3` returns all actively subscribing accounts. ## Error Responses | Status Code | Description | |-------------|-------------| | `200` | Success | | `301` | Redirect — HTTP requests are redirected to HTTPS | | `400` | Bad request — invalid parameters or Uid format | | `401` | Unauthorized — missing or invalid authentication | | `404` | Entity not found | | `4XX` / `5XX` | Client or server error | Validation errors return a JSON body with `ErrorMessage` and `PropertyName` fields: ```json { "ErrorMessage": "Invalid company email", "PropertyName": "Email" } ``` ## Rate Limits Requests authorized by an API Key should not exceed **4 requests/second**. ## Support For help regarding the Outseta API please email [support@outseta.com](mailto:support@outseta.com). ## Webhooks Use **Activity Notifications** to receive real-time callbacks when events occur in Outseta. Configure webhook URLs and their SHA256 signing secrets at **Settings > Notifications**. Always verify the signature before processing a request. Outseta sends an HTTP `POST` to each registered callback URL. The payload is the activity's entity restricted to a subset of fields, with an `ActivityEventData` property carrying activity-specific data. On accounts that bill through Stripe, account payloads carry `CurrentStripeProductInstances`: the Stripe products the account owns right now, each with the owned `Quantity`. The `AccountProductsChanged` event fires when that list changes and names the added and removed product UIDs in `ActivityEventData`. | Activity | Entity | Payload schema | | --- | --- | --- | | `AccountCreated` | `Account` | `AccountCreatedWebhookPayload` | | `AccountUpdated` | `Account` | `AccountUpdatedWebhookPayload` | | `AccountAddPerson` | `Account` | `AccountAddPersonWebhookPayload` | | `AccountStageUpdated` | `Account` | `AccountStageUpdatedWebhookPayload` | | `AccountDeleted` | `Account` | `AccountDeletedWebhookPayload` | | `AccountBillingInformationUpdated` | `Account` | `AccountBillingInformationUpdatedWebhookPayload` | | `AccountSubscriptionPlanUpdated` | `Account` | `AccountSubscriptionPlanUpdatedWebhookPayload` | | `AccountSubscriptionPaymentCollected` | `Account` | `AccountSubscriptionPaymentCollectedWebhookPayload` | | `AccountSubscriptionPaymentDeclined` | `Account` | `AccountSubscriptionPaymentDeclinedWebhookPayload` | | `AccountBillingInformationRequested` | `Account` | `AccountBillingInformationRequestedWebhookPayload` | | `AccountBillingInvoiceEmailSent` | `Invoice` | `AccountBillingInvoiceEmailSentWebhookPayload` | | `AccountRemovePerson` | `Account` | `AccountRemovePersonWebhookPayload` | | `AccountPaidSubscriptionCreated` | `Account` | `AccountPaidSubscriptionCreatedWebhookPayload` | | `AccountBillingInformationRemoved` | `Account` | `AccountBillingInformationRemovedWebhookPayload` | | `AccountPrimaryPersonUpdated` | `Account` | `AccountPrimaryPersonUpdatedWebhookPayload` | | `AccountBillingInvoiceCreated` | `Invoice` | `AccountBillingInvoiceCreatedWebhookPayload` | | `AccountSubscriptionStarted` | `Account` | `AccountSubscriptionStartedWebhookPayload` | | `AccountSubscriptionRenewalExtended` | `Account` | `AccountSubscriptionRenewalExtendedWebhookPayload` | | `AccountSubscriptionAddOnsChanged` | `Account` | `AccountSubscriptionAddOnsChangedWebhookPayload` | | `AccountSubscriptionCancellationRequested` | `Account` | `AccountSubscriptionCancellationRequestedWebhookPayload` | | `AccountBillingInvoiceDeleted` | `Invoice` | `AccountBillingInvoiceDeletedWebhookPayload` | | `AccountPersonRoleUpdated` | `Account` | `AccountPersonRoleUpdatedWebhookPayload` | | `AccountProductsChanged` | `Account` | `AccountProductsChangedWebhookPayload` | | `PersonCreated` | `Person` | `PersonCreatedWebhookPayload` | | `PersonUpdated` | `Person` | `PersonUpdatedWebhookPayload` | | `PersonDeleted` | `Person` | `PersonDeletedWebhookPayload` | | `PersonLogin` | `Account` | `PersonLoginWebhookPayload` | | `PersonListSubscribed` | `Person` | `PersonListSubscribedWebhookPayload` | | `PersonListUnsubscribed` | `Person` | `PersonListUnsubscribedWebhookPayload` | | `PersonSegmentAdded` | `Person` | `PersonSegmentAddedWebhookPayload` | | `PersonSegmentRemoved` | `Person` | `PersonSegmentRemovedWebhookPayload` | | `PersonEmailOpened` | `Person` | `PersonEmailOpenedWebhookPayload` | | `PersonEmailClicked` | `Person` | `PersonEmailClickedWebhookPayload` | | `PersonEmailBounce` | `Person` | `PersonEmailBounceWebhookPayload` | | `PersonEmailSpam` | `Person` | `PersonEmailSpamWebhookPayload` | | `PersonSupportTicketCreated` | `Person` | `PersonSupportTicketCreatedWebhookPayload` | | `PersonSupportTicketUpdated` | `Person` | `PersonSupportTicketUpdatedWebhookPayload` | | `PersonLeadFormSubmitted` | `Person` | `PersonLeadFormSubmittedWebhookPayload` | | `PersonListConfirmed` | `Person` | `PersonListConfirmedWebhookPayload` | | `PersonEmailSubscribed` | `Person` | `PersonEmailSubscribedWebhookPayload` | | `PersonEmailUnsubscribed` | `Person` | `PersonEmailUnsubscribedWebhookPayload` | | `PersonTemporaryPasswordSet` | `Person` | `PersonTemporaryPasswordSetWebhookPayload` | | `PersonSupportTicketClosed` | `Person` | `PersonSupportTicketClosedWebhookPayload` | | `PersonTwoFactorRecoveryCodesRegenerated` | `Person` | `PersonTwoFactorRecoveryCodesRegeneratedWebhookPayload` | | `DealCreated` | `Deal` | `DealCreatedWebhookPayload` | | `DealUpdated` | `Deal` | `DealUpdatedWebhookPayload` | | `DealDeleted` | `Deal` | `DealDeletedWebhookPayload` | | `DealDueDate` | `Deal` | `DealDueDateWebhookPayload` | | `TaskCreated` | `Deal` or `Person` or `Account` | `TaskCreatedWebhookPayload` | | `TaskUpdated` | `Deal` or `Person` or `Account` | `TaskUpdatedWebhookPayload` | | `PlanCreated` | `Plan` | `PlanCreatedWebhookPayload` | | `PlanUpdated` | `Plan` | `PlanUpdatedWebhookPayload` | | `AddOnCreated` | `AddOn` | `AddOnCreatedWebhookPayload` | | `AddOnUpdated` | `AddOn` | `AddOnUpdatedWebhookPayload` | | `DiscordUserLinked` | `Person` | `DiscordUserLinkedWebhookPayload` | | `DiscordUserAddedToServer` | `Person` | `DiscordUserAddedToServerWebhookPayload` | | `DiscordUserRolesUpdated` | `Person` | `DiscordUserRolesUpdatedWebhookPayload` | | `DiscordUserRemovedFromServer` | `Person` | `DiscordUserRemovedFromServerWebhookPayload` | An activity that lists more than one entity is rooted on whichever of those entities it fires on, so its payload schema is a `oneOf` of them. `TaskCreated` and `TaskUpdated` work this way: the webhook is rooted on the deal, person or account the task belongs to, and the task itself is carried in the `ActivityEventData` property. version: v1 servers: - url: https://{subdomain}.outseta.com description: Your Outseta account variables: subdomain: default: your-subdomain description: >- Your Outseta account subdomain — the part before ".outseta.com" in your admin URL. security: [] paths: /api/v1/billing/paymentinformation: post: tags: - Billing (v2) summary: Update payment information for an account. operationId: PaymentInformation_SavePaymentInformation requestBody: x-name: item description: >- The payment information, including Account reference, CustomerToken, NameOnCard, and PaymentToken content: application/json: schema: nullable: true oneOf: - example: Uid: string _objectType: string Created: string Updated: string ActivityEventData: {} Account: Uid: string _objectType: string Created: string Updated: string ActivityEventData: {} SchemaLessData: {} StripeId: string IsLivemode: false Name: string ClientIdentifier: string Currency: string InvoiceNotes: string IsDemo: false BillingAddress: {} MailingAddress: {} AccountStage: 2 PaymentInformation: {} PersonAccount: [] StripeDefaultPaymentMethodId: string StripeInvoices: [] StripePaymentMethods: [] StripeSubscriptions: [] Subscriptions: [] Deals: [] LastLoginDateTime: string AccountSpecificPageUrl1: string AccountSpecificPageUrl2: string AccountSpecificPageUrl3: string AccountSpecificPageUrl4: string AccountSpecificPageUrl5: string AccountSpecificPageUrl6: string AccountSpecificPageUrl7: string AccountSpecificPageUrl8: string AccountSpecificPageUrl9: string AccountSpecificPageUrl10: string RewardFulReferralId: string ToltReferralId: string TaxIds: [] TaxStatus: string AccountStageLabel: string CurrentStripeProducts: string CurrentStripeProductInstances: [] CurrentSubscription: {} DomainName: string TenantBillingSystem: 1 HasLoggedIn: false LatestSubscription: {} LifetimeRevenue: 0 NextStripeInvoiceDate: string Nonce: string PrimaryContact: {} PrimarySubscription: {} PrimaryStripeSubscription: {} RecaptchaToken: string StripeCheckoutMetadata: {} StripeNextInvoiceSequence: 0 StripePrice: [] StripePriceIds: string StripePromotionCode: string TaxId: string TaxIdIsInvalid: false TaxIdType: string WebflowSlug: string CustomerToken: string LastFourDigits: string LatestFailureDateTime: string LatestFailureDescription: string LatestSuccessDateTime: string NumberOfFailures: 0 PaymentClientSecret: string PaymentMethodType: string PaymentToken: string BankName: string BankAccountType: string BankAccountHolderType: string NameOnCard: string CardType: string ExpirationMonth: string ExpirationYear: string Mode: string OneTimeToken: string RecaptchaToken: string SetupIntent: string title: PaymentInformation type: object properties: Uid: type: string maxLength: 10 nullable: true _objectType: type: string nullable: true Created: type: string readOnly: true format: date-time minLength: 1 Updated: type: string readOnly: true format: date-time minLength: 1 ActivityEventData: nullable: true Account: title: Account type: object properties: Uid: type: string maxLength: 10 nullable: true _objectType: type: string nullable: true Created: type: string readOnly: true format: date-time minLength: 1 Updated: type: string readOnly: true format: date-time minLength: 1 ActivityEventData: nullable: true SchemaLessData: type: object nullable: true additionalProperties: {} StripeId: type: string maxLength: 255 nullable: true IsLivemode: type: boolean Name: type: string maxLength: 250 minLength: 1 ClientIdentifier: type: string maxLength: 250 nullable: true Currency: type: string maxLength: 3 nullable: true InvoiceNotes: type: string nullable: true IsDemo: type: boolean BillingAddress: nullable: true oneOf: - $ref: '#/components/schemas/Address' MailingAddress: nullable: true oneOf: - $ref: '#/components/schemas/Address' AccountStage: $ref: '#/components/schemas/AccountStage' PaymentInformation: nullable: true oneOf: - type: object title: PaymentInformation description: Related PaymentInformation (not expanded here). PersonAccount: type: array nullable: true items: type: object title: PersonAccount description: Related PersonAccount (not expanded here). StripeDefaultPaymentMethodId: type: string maxLength: 50 nullable: true StripeInvoices: type: array nullable: true items: type: object title: StripeInvoice description: Related StripeInvoice (not expanded here). StripePaymentMethods: type: array nullable: true items: type: object title: StripePaymentMethod description: Related StripePaymentMethod (not expanded here). StripeSubscriptions: type: array nullable: true items: type: object title: StripeSubscription description: Related StripeSubscription (not expanded here). Subscriptions: type: array nullable: true items: type: object title: Subscription description: Related Subscription (not expanded here). Deals: type: array nullable: true items: type: object title: Deal description: Related Deal (not expanded here). LastLoginDateTime: type: string format: date-time nullable: true AccountSpecificPageUrl1: type: string maxLength: 255 nullable: true AccountSpecificPageUrl2: type: string maxLength: 255 nullable: true AccountSpecificPageUrl3: type: string maxLength: 255 nullable: true AccountSpecificPageUrl4: type: string maxLength: 255 nullable: true AccountSpecificPageUrl5: type: string maxLength: 255 nullable: true AccountSpecificPageUrl6: type: string maxLength: 255 nullable: true AccountSpecificPageUrl7: type: string maxLength: 255 nullable: true AccountSpecificPageUrl8: type: string maxLength: 255 nullable: true AccountSpecificPageUrl9: type: string maxLength: 255 nullable: true AccountSpecificPageUrl10: type: string maxLength: 255 nullable: true RewardFulReferralId: type: string nullable: true ToltReferralId: type: string maxLength: 36 nullable: true TaxIds: type: array nullable: true items: type: object title: AccountTaxId description: Related AccountTaxId (not expanded here). TaxStatus: type: string maxLength: 20 nullable: true AccountStageLabel: type: string nullable: true CurrentStripeProducts: type: string nullable: true CurrentStripeProductInstances: type: array nullable: true items: type: object title: StripeProduct description: Related StripeProduct (not expanded here). CurrentSubscription: nullable: true oneOf: - type: object title: Subscription description: Related Subscription (not expanded here). DomainName: type: string nullable: true TenantBillingSystem: nullable: true oneOf: - $ref: '#/components/schemas/BillingSystem' HasLoggedIn: type: boolean LatestSubscription: nullable: true oneOf: - type: object title: Subscription description: Related Subscription (not expanded here). LifetimeRevenue: type: number format: decimal NextStripeInvoiceDate: type: string format: date-time nullable: true Nonce: type: string nullable: true PrimaryContact: nullable: true oneOf: - type: object title: Person description: Related Person (not expanded here). PrimarySubscription: nullable: true oneOf: - type: object title: Subscription description: Related Subscription (not expanded here). PrimaryStripeSubscription: nullable: true oneOf: - type: object title: StripeSubscription description: Related StripeSubscription (not expanded here). RecaptchaToken: type: string nullable: true StripeCheckoutMetadata: type: object nullable: true additionalProperties: type: string StripeNextInvoiceSequence: type: integer format: int64 nullable: true StripePrice: type: array nullable: true items: type: string StripePriceIds: type: string nullable: true StripePromotionCode: type: string nullable: true TaxId: type: string nullable: true TaxIdIsInvalid: type: boolean TaxIdType: type: string nullable: true WebflowSlug: type: string nullable: true required: - Id - Created - CreatedByUser_Id - Updated - UpdatedByUser_Id - Qcount_Id - Name CustomerToken: type: string maxLength: 250 nullable: true LastFourDigits: type: string nullable: true LatestFailureDateTime: type: string format: date-time nullable: true LatestFailureDescription: type: string nullable: true LatestSuccessDateTime: type: string format: date-time nullable: true NumberOfFailures: type: integer format: int32 PaymentClientSecret: type: string nullable: true PaymentMethodType: type: string maxLength: 50 nullable: true PaymentToken: type: string maxLength: 250 nullable: true BankName: type: string maxLength: 100 nullable: true BankAccountType: type: string maxLength: 50 nullable: true BankAccountHolderType: type: string maxLength: 50 nullable: true NameOnCard: type: string nullable: true CardType: type: string nullable: true ExpirationMonth: type: string nullable: true ExpirationYear: type: string nullable: true Mode: type: string nullable: true OneTimeToken: type: string nullable: true RecaptchaToken: type: string nullable: true SetupIntent: type: string nullable: true required: - Id - Created - CreatedByUser_Id - Updated - UpdatedByUser_Id - Qcount_Id - Account - NumberOfFailures x-position: 1 responses: '200': description: '' content: application/json: schema: example: Uid: string _objectType: string Created: string Updated: string ActivityEventData: {} Account: Uid: string _objectType: string Created: string Updated: string ActivityEventData: {} SchemaLessData: {} StripeId: string IsLivemode: false Name: string ClientIdentifier: string Currency: string InvoiceNotes: string IsDemo: false BillingAddress: {} MailingAddress: {} AccountStage: 2 PaymentInformation: {} PersonAccount: [] StripeDefaultPaymentMethodId: string StripeInvoices: [] StripePaymentMethods: [] StripeSubscriptions: [] Subscriptions: [] Deals: [] LastLoginDateTime: string AccountSpecificPageUrl1: string AccountSpecificPageUrl2: string AccountSpecificPageUrl3: string AccountSpecificPageUrl4: string AccountSpecificPageUrl5: string AccountSpecificPageUrl6: string AccountSpecificPageUrl7: string AccountSpecificPageUrl8: string AccountSpecificPageUrl9: string AccountSpecificPageUrl10: string RewardFulReferralId: string ToltReferralId: string TaxIds: [] TaxStatus: string AccountStageLabel: string CurrentStripeProducts: string CurrentStripeProductInstances: [] CurrentSubscription: {} DomainName: string TenantBillingSystem: 1 HasLoggedIn: false LatestSubscription: {} LifetimeRevenue: 0 NextStripeInvoiceDate: string Nonce: string PrimaryContact: {} PrimarySubscription: {} PrimaryStripeSubscription: {} RecaptchaToken: string StripeCheckoutMetadata: {} StripeNextInvoiceSequence: 0 StripePrice: [] StripePriceIds: string StripePromotionCode: string TaxId: string TaxIdIsInvalid: false TaxIdType: string WebflowSlug: string CustomerToken: string LastFourDigits: string LatestFailureDateTime: string LatestFailureDescription: string LatestSuccessDateTime: string NumberOfFailures: 0 PaymentClientSecret: string PaymentMethodType: string PaymentToken: string BankName: string BankAccountType: string BankAccountHolderType: string NameOnCard: string CardType: string ExpirationMonth: string ExpirationYear: string Mode: string OneTimeToken: string RecaptchaToken: string SetupIntent: string title: PaymentInformation type: object properties: Uid: type: string maxLength: 10 nullable: true _objectType: type: string nullable: true Created: type: string readOnly: true format: date-time minLength: 1 Updated: type: string readOnly: true format: date-time minLength: 1 ActivityEventData: nullable: true Account: title: Account type: object properties: Uid: type: string maxLength: 10 nullable: true _objectType: type: string nullable: true Created: type: string readOnly: true format: date-time minLength: 1 Updated: type: string readOnly: true format: date-time minLength: 1 ActivityEventData: nullable: true SchemaLessData: type: object nullable: true additionalProperties: {} StripeId: type: string maxLength: 255 nullable: true IsLivemode: type: boolean Name: type: string maxLength: 250 minLength: 1 ClientIdentifier: type: string maxLength: 250 nullable: true Currency: type: string maxLength: 3 nullable: true InvoiceNotes: type: string nullable: true IsDemo: type: boolean BillingAddress: nullable: true oneOf: - $ref: '#/components/schemas/Address' MailingAddress: nullable: true oneOf: - $ref: '#/components/schemas/Address' AccountStage: $ref: '#/components/schemas/AccountStage' PaymentInformation: nullable: true oneOf: - type: object title: PaymentInformation description: >- Related PaymentInformation. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.PaymentInformation.* PersonAccount: type: array nullable: true items: type: object title: PersonAccount description: >- Related PersonAccount. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.PersonAccount.* StripeDefaultPaymentMethodId: type: string maxLength: 50 nullable: true StripeInvoices: type: array nullable: true items: type: object title: StripeInvoice description: >- Related StripeInvoice. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.StripeInvoices.* StripePaymentMethods: type: array nullable: true items: type: object title: StripePaymentMethod description: >- Related StripePaymentMethod. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.StripePaymentMethods.* StripeSubscriptions: type: array nullable: true items: type: object title: StripeSubscription description: >- Related StripeSubscription. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.StripeSubscriptions.* Subscriptions: type: array nullable: true items: type: object title: Subscription description: >- Related Subscription. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.Subscriptions.* Deals: type: array nullable: true items: type: object title: Deal description: >- Related Deal. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.Deals.* LastLoginDateTime: type: string format: date-time nullable: true AccountSpecificPageUrl1: type: string maxLength: 255 nullable: true AccountSpecificPageUrl2: type: string maxLength: 255 nullable: true AccountSpecificPageUrl3: type: string maxLength: 255 nullable: true AccountSpecificPageUrl4: type: string maxLength: 255 nullable: true AccountSpecificPageUrl5: type: string maxLength: 255 nullable: true AccountSpecificPageUrl6: type: string maxLength: 255 nullable: true AccountSpecificPageUrl7: type: string maxLength: 255 nullable: true AccountSpecificPageUrl8: type: string maxLength: 255 nullable: true AccountSpecificPageUrl9: type: string maxLength: 255 nullable: true AccountSpecificPageUrl10: type: string maxLength: 255 nullable: true RewardFulReferralId: type: string nullable: true ToltReferralId: type: string maxLength: 36 nullable: true TaxIds: type: array nullable: true items: type: object title: AccountTaxId description: >- Related AccountTaxId. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.TaxIds.* TaxStatus: type: string maxLength: 20 nullable: true AccountStageLabel: type: string nullable: true CurrentStripeProducts: type: string nullable: true CurrentStripeProductInstances: type: array nullable: true items: type: object title: StripeProduct description: >- Related StripeProduct. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.CurrentStripeProductInstances.* CurrentSubscription: nullable: true oneOf: - type: object title: Subscription description: >- Related Subscription. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.CurrentSubscription.* DomainName: type: string nullable: true TenantBillingSystem: nullable: true oneOf: - $ref: '#/components/schemas/BillingSystem' HasLoggedIn: type: boolean LatestSubscription: nullable: true oneOf: - type: object title: Subscription description: >- Related Subscription. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.LatestSubscription.* LifetimeRevenue: type: number format: decimal NextStripeInvoiceDate: type: string format: date-time nullable: true Nonce: type: string nullable: true PrimaryContact: nullable: true oneOf: - type: object title: Person description: >- Related Person. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.PrimaryContact.* PrimarySubscription: nullable: true oneOf: - type: object title: Subscription description: >- Related Subscription. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.PrimarySubscription.* PrimaryStripeSubscription: nullable: true oneOf: - type: object title: StripeSubscription description: >- Related StripeSubscription. Not included by default; request its fields with the fields parameter, e.g. fields=*,Account.PrimaryStripeSubscription.* RecaptchaToken: type: string nullable: true StripeCheckoutMetadata: type: object nullable: true additionalProperties: type: string StripeNextInvoiceSequence: type: integer format: int64 nullable: true StripePrice: type: array nullable: true items: type: string StripePriceIds: type: string nullable: true StripePromotionCode: type: string nullable: true TaxId: type: string nullable: true TaxIdIsInvalid: type: boolean TaxIdType: type: string nullable: true WebflowSlug: type: string nullable: true required: - Id - Created - CreatedByUser_Id - Updated - UpdatedByUser_Id - Qcount_Id - Name CustomerToken: type: string maxLength: 250 nullable: true LastFourDigits: type: string nullable: true LatestFailureDateTime: type: string format: date-time nullable: true LatestFailureDescription: type: string nullable: true LatestSuccessDateTime: type: string format: date-time nullable: true NumberOfFailures: type: integer format: int32 PaymentClientSecret: type: string nullable: true PaymentMethodType: type: string maxLength: 50 nullable: true PaymentToken: type: string maxLength: 250 nullable: true BankName: type: string maxLength: 100 nullable: true BankAccountType: type: string maxLength: 50 nullable: true BankAccountHolderType: type: string maxLength: 50 nullable: true NameOnCard: type: string nullable: true CardType: type: string nullable: true ExpirationMonth: type: string nullable: true ExpirationYear: type: string nullable: true Mode: type: string nullable: true OneTimeToken: type: string nullable: true RecaptchaToken: type: string nullable: true SetupIntent: type: string nullable: true required: - Id - Created - CreatedByUser_Id - Updated - UpdatedByUser_Id - Qcount_Id - Account - NumberOfFailures '401': description: Unauthorized security: - Bearer: [] - ApiKey: [] components: schemas: Address: allOf: - $ref: '#/components/schemas/AbstractQcountBean' - type: object additionalProperties: false properties: AddressLine1: type: string maxLength: 250 nullable: true AddressLine2: type: string maxLength: 250 nullable: true AddressLine3: type: string maxLength: 250 nullable: true City: type: string maxLength: 250 nullable: true State: type: string maxLength: 250 nullable: true PostalCode: type: string maxLength: 250 nullable: true Country: type: string maxLength: 250 nullable: true GeoLocation: type: string maxLength: 250 nullable: true AccountStage: type: integer description: >- `2` - Trialing, `3` - Subscribing, `4` - Cancelling, `5` - Expired, `6` - Trial Expired, `7` - Past Due, `8` - Cancelling Trial, `9` - Paused, `10` - Created x-enumNames: - Trialing - Subscribing - Cancelling - Expired - TrialExpired - PastDue - CancellingTrial - Paused - Created x-enum-descriptions: - '' - '' - '' - '' - Trial Expired - Past Due - Cancelling Trial - '' - '' enum: - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10 BillingSystem: type: integer description: '`1` - Outseta, `2` - Stripe' x-enumNames: - Outseta - Stripe x-enum-descriptions: - '' - '' enum: - 1 - 2 AbstractQcountBean: allOf: - $ref: '#/components/schemas/AbstractBean' - type: object additionalProperties: false required: - Qcount_Id properties: ActivityEventData: nullable: true AbstractBean: type: object x-abstract: true additionalProperties: false required: - Id - Created - CreatedByUser_Id - Updated - UpdatedByUser_Id properties: Uid: type: string maxLength: 10 nullable: true _objectType: type: string nullable: true Created: type: string readOnly: true format: date-time minLength: 1 Updated: type: string readOnly: true format: date-time minLength: 1 securitySchemes: Bearer: type: http description: Enter your access token (OAuth / JWT). scheme: bearer bearerFormat: JWT ApiKey: type: apiKey description: 'Enter: Outseta {api_key}:{api_secret}' name: Authorization in: header ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.