Address

Get addresses from national database

API Description
GET request/Address/recco/company?postcode={postcode}&fuelTypeId={fuelTypeId}

Gets company address details from RECCo/ECOES and Xoserve using a postcode.

GET request/Address/recco/search/mpxn?fuelTypeId={fuelTypeId}&mpan={mpan}&mprn={mprn}

Searches RECCo/ECOES and Xoserve address or meter records using an MPxN, such as an MPAN or MPRN.

GET request/Address/recco?postcode={postcode}&fuelTypeId={fuelTypeId}

Gets address details from RECCo/ECOES and Xoserve using a postcode.

POST request/Address/recco/details

Gets full address and meter details from RECCo/ECOES and Xoserve for a selected address.

Bank

Provides verification of Bank details for a switch

API Description
GET request/Bank/Is-Valid?sortCode={sortCode}&accountNumber={accountNumber}

Checks whether the provided bank account details are valid.

Company

Provides information about company

API Description
GET request/Company/selfServ?Uniquecode={Uniquecode}

No documentation available.

POST request/Company/experian/creditinfo

Gets company credit information using Experian data.

POST request/Company/experian/creditinfoandreport

Gets company credit information and credit report using Experian data.

POST request/Company/experian/search

Searches for company details using Experian company data.

POST request/Company/Query/Name/v2

Returns info about companies with a specific name

POST request/Company/Query/Registration-Number/v2

Searches for company details using the company registration number.

Contract

Provides contract information

API Description
GET request/contract/{Id}/byid

Gets details of multiple contracts using the contract ID.

GET request/contract/all

Gets contract details for multiple users.

GET request/contract/precontract/esign/url?Id={Id}&SmartInstallationDate={SmartInstallationDate}&SmartInstallationTime={SmartInstallationTime}

Gets e-signature URLs for multiple contract recipients.

GET request/contract/precontract/esign?Id={Id}

Gets the uploaded DocuSign contract details using the contract ID.

GET request/contract/precontract/update?Id={Id}&docusignStatus={docusignStatus}

Uploads or retrieves multiple DocuSign contract details using the contract ID.

GET request/contract/user/{userId}

Returns all Contracts info available for specific user.

GET request/contract/user/{userId}/all

Gets contract details for multiple users.

POST request/contract/{id}/submit/upload

Uploads contract documents for multiple contracts.

POST request/contract/{Id}/survey

Creates Buyer Survey Responses

POST request/contract/contactrole

Submits role details for multiple contract recipients.

POST request/contract/precontract

Submits pre-contract details before creating or finalising a contract.

POST request/contract/precontract/email/generate

Sends the contract document to multiple recipients by email.

POST request/contract/precontract/esign/generate

Sends the pre-contract document for e-signature.

POST request/contract/precontract/esign/payment

Sends pre-contract documents to multiple recipients through DocuSign.

POST request/contract/precontract/esignemail/generate

Sends the contract for e-signature to multiple recipients by email.

POST request/contract/precontract/print/generate

Generates and downloads the contract document using the submitted contract details.

POST request/contract/submit

Submits multiple contracts for processing.

PUT request/contract/{id}/status

Updates the status of multiple contracts.

Customer

Provide all information about company

API Description
DELETE request/customer/{customerId}

Delete a specific customer company

DELETE request/customer/{CustomerId}/contact/{ContactId}

Delete a specific company details

DELETE request/customer/{customerId}/document/{documentId}

Delete a particular company's document.

DELETE request/customer/{CustomerId}/note/{NoteId}

Delete a specific company notes.

DELETE request/customer/{customerId}/quote/{QuoteId}/manualtariff/{TariffId}

Delete all the Manual Prices for a quote for a particular Tariff

DELETE request/customer/{CustomerId}/site/{SiteId}

Delete a specific customer site

DELETE request/customer/{CustomerId}/site/{SiteId}/contact/{ContactId}

Delete a particular site contact

DELETE request/customer/{customerId}/site/{siteId}/document/{documentId}

Delete specific documents of customer's company site

DELETE request/customer/{CustomerId}/site/{SiteId}/meter/electric/{MeterId}

Deletes electricity meter details from a customer site.

DELETE request/customer/{CustomerId}/site/{SiteId}/meter/gas/{MeterId}

Delete Customer Site's Gas meter information

DELETE request/customer/{CustomerId}/site/{SiteId}/note/{NoteId}

Delete a specific customer site notes

DELETE request/customer/quote/{QuoteId}

Deletes any particular Multiple Quote

DELETE request/customer/quote/all

Deletes requested Multiple Quotes

GET request/customer/{customerId}

Displays specific customer's company information

GET request/customer/{customerId}/commission

Provides a specific company commision

GET request/customer/{CustomerId}/contact/{ContactId}

Provides a specific company's particular Contact information

GET request/customer/{CustomerId}/contact/main

Get a specific company's main contact information

GET request/customer/{CustomerId}/contacts

Get a specific Company's all contact information

GET request/customer/{customerId}/creditreport/exist

Credit report exists for specific cucstomer

GET request/customer/{customerId}/document/{documentId}

Provides a specific company's particular documents.

GET request/customer/{customerId}/documents?documentTypeId={documentTypeId}

Provides specific company's all documents

GET request/customer/{customerId}/meter/{meterId}/uplift/list

Display a specific customer's company summary

GET request/customer/{CustomerId}/multiquote/electricity/create

Get Multiple site Electricity Quote customers meters get

GET request/customer/{CustomerId}/multiquote/gas/create

Get Multiple site Gas Quote customers meters get

GET request/customer/{CustomerId}/note/{NoteId}

Get a specific note about that company

GET request/customer/{CustomerId}/notes

Get all notes of that company

GET request/customer/{CustomerId}/ownersdetails

Get a specific Company's Owner contact and address information

GET request/customer/{customerId}/payment

Displays a specific customer's company payment details

GET request/customer/{customerId}/quote/{QuoteId}/manualtariff

Displays all the Manual Prices for a quote for a particular Tariff

GET request/customer/{CustomerId}/site/{SiteId}

Get a specific customer site information

GET request/customer/{CustomerId}/site/{SiteId}/contact/{ContactId}

Display company's a specific site contacts

GET request/customer/{CustomerId}/Site/{SiteId}/contact/main

Display company's main site contacts

GET request/customer/{CustomerId}/site/{SiteId}/contacts

Display company's all site contacts

GET request/customer/{CustomerId}/site/{SiteId}/copybillingoption

Display a specific customer site billing information

GET request/customer/{customerId}/site/{siteId}/document/{documentId}

Display specific documents of customer's company site

GET request/customer/{customerId}/site/{siteId}/documents

Display documents of a particular customer's company site

GET request/customer/{CustomerId}/site/{SiteId}/meter/{MeterId}/isquickquote

DGets a quick quote for a specific meter at a customer site.

GET request/customer/{CustomerId}/site/{SiteId}/meter/electric

Gets electricity meter details for a customer site.

GET request/customer/{CustomerId}/site/{SiteId}/meter/electric/{MeterId}

Gets details of a specific electricity meter for a customer site.

GET request/customer/{CustomerId}/site/{SiteId}/meter/electric/{MeterId}/commission

Gets commission details for a specific electricity meter at a customer site._

GET request/customer/{CustomerId}/site/{SiteId}/meter/electric/{MeterId}/quote?commission={commission}&oldquoteid={oldquoteid}

Provides a site's electricity meter quote details

GET request/customer/{CustomerId}/site/{SiteId}/meter/gas/{MeterId}

Gets details of a specific gas meter for a customer site.

GET request/customer/{CustomerId}/site/{SiteId}/meter/gas/{MeterId}/commission

Display Customer Site's specific Gas meter commission

GET request/customer/{CustomerId}/site/{SiteId}/meter/gas/{MeterId}/quote?commission={commission}&oldquoteid={oldquoteid}

Provides a site's gas meter quote details

GET request/customer/{CustomerId}/site/{SiteId}/meter/gas?ProductId={ProductId}

Gets gas meter details for a customer site.

GET request/customer/{CustomerId}/site/{SiteId}/meters

Gets all meter details for a customer site.

GET request/customer/{CustomerId}/site/{SiteId}/meters/all

Gets all site and meter details for a customer.

GET request/customer/{CustomerId}/site/{SiteId}/meters/suppliers

Gets all site, meter and supplier details for a customer.

GET request/customer/{CustomerId}/site/{SiteId}/note/{NoteId}

Display a particular customer's site notes

GET request/customer/{CustomerId}/site/{SiteId}/notes

Display a specific customer site notes

GET request/customer/{CustomerId}/site/{SiteId}/payment

Provides a specific customer site payment information

GET request/customer/{CustomerId}/site/deleted?search_text={search_text}&page_no={page_no}&sort_column={sort_column}&sort_direction={sort_direction}&page_size={page_size}&userId={userId}&customerTypeId={customerTypeId}

Display all deleted customer sites

GET request/customer/{CustomerId}/site?search_text={search_text}&page_no={page_no}&sort_column={sort_column}&sort_direction={sort_direction}&page_size={page_size}&userId={userId}&customerTypeId={customerTypeId}

Display all customer sites

GET request/customer/{customerId}/sites?search_text={search_text}&page_no={page_no}&sort_column={sort_column}&sort_direction={sort_direction}&page_size={page_size}&userId={userId}&customerTypeId={customerTypeId}

Displays specific customer's company information

GET request/customer/{CustomerId}/sitesummary

Get all the sites summary

GET request/customer/{customerId}/summary

Display a specific customer's company summary

GET request/customer/{id}/cmaswitchdetail

Gets CMA Switch Detail information for a particular customer

GET request/customer/{Id}/creditreport

returns the credit report information for given credit safe company id

GET request/customer/{page_no}/{page_size}

Display all Customer Companies information

GET request/customer/activeinstaneousquotes

Gets the customer’s active instant quotes.

GET request/customer/deleted?search_text={search_text}&page_no={page_no}&sort_column={sort_column}&sort_direction={sort_direction}&page_size={page_size}&userId={userId}&customerTypeId={customerTypeId}

Displays deleted customer's companies

GET request/customer/List/user/{UserId}?search_text={search_text}&page_no={page_no}&sort_column={sort_column}&sort_direction={sort_direction}&page_size={page_size}&customerTypeId={customerTypeId}

Get Customer's Company information

GET request/customer/List?search_text={search_text}&page_no={page_no}&sort_column={sort_column}&sort_direction={sort_direction}&page_size={page_size}&userId={userId}&customerTypeId={customerTypeId}

Get Customer's Company information

GET request/customer/meters6monthcurrentcontact

Gets customer meter contact details for the last six months.

GET request/customer/metersactivebespokejourney

Displays The Metres Active Bespoke Journey

GET request/customer/multiquote/{quoteId}/meters

Displays any particular Customer's Multiple Quotes

GET request/customer/search?search_text={search_text}&search_type={search_type}&userId={userId}

Get Customer's Company information

GET request/customer/selfserve/report

Get all the self serve customer report

GET request/customer/user/{UserId}?search_text={search_text}&page_no={page_no}&sort_column={sort_column}&sort_direction={sort_direction}&page_size={page_size}&customerTypeId={customerTypeId}

Provides particular customer's contacts

GET request/customer?search_text={search_text}&page_no={page_no}&sort_column={sort_column}&sort_direction={sort_direction}&page_size={page_size}&userId={userId}&customerTypeId={customerTypeId}

Get Customer's Company information

POST request/customer

Add New Customer Company

POST request/customer/{CustomerId}/contact

Add new comapny information

POST request/customer/{CustomerId}/fuel/{FuelId}/quote/create

Creates a Electricity or Gas quote(Single or Multiple) for a particular Customer

POST request/customer/{CustomerId}/note

Add note for a specific company

POST request/customer/{CustomerId}/ownersdetails

Post specific Company's Owner contact and address information

POST request/customer/{customerId}/quote/{QuoteId}/manualtariff

Add ManualPrice for MultiQuote

POST request/customer/{CustomerId}/quote/{QuoteId}/quotecomms/Download

Download meter quote details

POST request/customer/{CustomerId}/quote/{QuoteId}/quotecomms/Email

Meter quote communication details to be sent by email

POST request/customer/{CustomerId}/quote/{QuoteId}/quotecomms/Print

Print meter quote details

POST request/customer/{CustomerId}/quote/{QuoteId}/quotecomms/update

Quote commission update without sharing to the customer

POST request/customer/{CustomerId}/quote/{QuoteId}/results?Commission={Commission}&IsStandingChargeCommission={IsStandingChargeCommission}

Get Single or Multiple Elec or Gas site Quote results for a particular customer

POST request/customer/{CustomerId}/site

Add new customer site information

POST request/customer/{CustomerId}/site/{SiteId}/contact

Add new site contacts

POST request/customer/{CustomerId}/site/{SiteId}/copybillingoption

Add customer site billing information

POST request/customer/{CustomerId}/site/{SiteId}/meter/{MeterId}/upload

Uploads a document for a customer.

POST request/customer/{CustomerId}/site/{SiteId}/meter/electric

Submits electricity meter details for a customer site.

POST request/customer/{CustomerId}/site/{SiteId}/meter/gas

Add Customer Site's Gas meter information

POST request/customer/{CustomerId}/site/{SiteId}/meters

Submits meter details for a customer site.

POST request/customer/{CustomerId}/site/{SiteId}/meters/all

Submits all site and meter details for a customer.

POST request/customer/{CustomerId}/site/{SiteId}/note

Add a customer site notes

POST request/customer/{CustomerId}/site/bulkupload

Add all the sites and meters

POST request/customer/{CustomerId}/site/bulkupload/dcda

Add all the new sites and meters for the existing customer

POST request/customer/existcheck

To check the Customer with either the full name or Registration number exists

POST request/customer/UploadCustomerDocument

Upload Comapny documents.

POST request/customer/UploadSiteDocument

Add site documents

PUT request/customer/{customerId}

Update a specific customer's company information

PUT request/customer/{customerId}/commission

Update a particular compnay's commission

PUT request/customer/{CustomerId}/contact/{ContactId}

Update a specific company details

PUT request/customer/{customerId}/document/{documentId}

Update specific comapny's documents

PUT request/customer/{CustomerId}/note/{NoteId}

Update a specific company notes

PUT request/customer/{customerId}/payment

Update a particular customer's company payment details

PUT request/customer/{customerId}/quote/{QuoteId}/manualtariff/{TariffId}

Update the Details and Tariff Rates for Manual price for Multi Quote

PUT request/customer/{CustomerId}/site/{SiteId}

Update a specific customer site information

PUT request/customer/{CustomerId}/site/{SiteId}/contact/{ContactId}

Update a specific site contacts

PUT request/customer/{CustomerId}/site/{SiteId}/copybillingoption

Update a specific customer site billing information

PUT request/customer/{customerId}/site/{siteId}/document/{documentId}

Update specific documents of customer's company sites

PUT request/customer/{CustomerId}/site/{SiteId}/meter/electric/{MeterId}

Deletes gas meter details from a customer site.

PUT request/customer/{CustomerId}/site/{SiteId}/meter/gas/{MeterId}

Updates gas meter details for a customer site.

PUT request/customer/{CustomerId}/site/{SiteId}/note/{NoteId}

Update a specific customer site notes

PUT request/customer/{CustomerId}/site/{SiteId}/payment

Update a specific site payment details

PUT request/customer/{CustomerId}/site/{SiteId}/paymentaddressoption

Update a specific site payment address information

Dashboard

API Description
GET request/dashboard

No documentation available.

GET request/dashboard/user/{userid}

No documentation available.

Info

API Description
POST request/Info/Mpan

Display MPAN information of meter

QuickQuote

Provides information about Quick Quote

API Description
DELETE request/quickquote/{quoteId}

Delete a particular quote

POST request/quickquote/dual/new

Add a new quick quote

Report

API Description
POST request/report/dashboard

No documentation available.

Request

API Description
GET request/billingaddressoption

Display a billing address

GET request/commisionlist

Provides commision list

GET request/companytype

Provide all company types

GET request/comparisiontype

Provides a meter comparison information

GET request/consumptionperiod

Provides a meter consumption period

GET request/contact/deletereason

Display site contacts deleted reason

GET request/contractlength

Display all contract types

GET request/contractroles

Display contract roles

GET request/contracttype

Display all contract types

GET request/copybillingsendoption

Provides a copy of billing info

GET request/customer/deletereason

Display a customers deleted reason

GET request/customertypes

Get All CustomerTypes

GET request/documenttypes

Get a document by types

GET request/employees

Display all payment types

GET request/industrysection/siccode

Provides SicCodes,Description for all the IndustrySectors

GET request/industrysector

Get All the brand industry sector

GET request/meter/deletereason

Display meters deleted reason

GET request/paymentfrequency

Provides all the available Payment Frequency

GET request/paymentmethod

Display all payment methods

GET request/paymentmethod/bespoke/filter

Display all payment methods

GET request/paymentmethod/filter

Display all payment methods

GET request/paymentterm

Provide available payments by term

GET request/paymenttype

Display all payment types

GET request/publicholiday

Display all public Holidays

GET request/renewaltype

Display all Renewal Energy Types

GET request/sicdescriptions

Display SIC information

GET request/site/deletereason

Display company sites deleted reason

GET request/sitestatus

Display company site status

GET request/standingchargeperiod

Provides a meter standing charge period

GET request/titles

Display all Titles

POST request/contract/query

Submit Contract Query

Suppliers

API Description
GET request/Suppliers

Gets a list of possible suppliers a customer can switch from.

User

Provides accurate and up-to-date user information

API Description
DELETE request/user/{id}

Delete a particular user

DELETE request/user/{id}/subBroker/company

No documentation available.

DELETE request/user/{userid}/brand/{brandid}

Delete a particular user from any brand

GET request/user/{id}

Display a particular user info

GET request/user/{id}/subBroker/company

No documentation available.

GET request/user/{userId}/myquotes

Displays Multi Quotes details for any particular User ----- Optima

GET request/user/adminusers

Display all Admin users

GET request/user/adminusers/role/{RoleId}

Get Admin users by roles

GET request/user/brand/{brandId}/all

To get all the users for the particular brand

GET request/user/currentuser

Display current user info

GET request/user/currentuser/brand

Display current user info

GET request/user/deletereason

Display deleted user reason

GET request/user/forgetpassword?email={email}

Get a Change Password

GET request/user/myquotes

Displays Multi Quotes details for the loggedinUser ----- Optima

GET request/user/parent/brand/all

To get all the users for the looggedIn brand

GET request/user/rolepermission

Display loggedIn user role permission info

GET request/user/roles

Display loggedIn user roles

GET request/user?UserTypeId={UserTypeId}&Email={Email}&ContactNumber={ContactNumber}&UserId={UserId}

Display all users info

POST request/user

Add a new User

POST request/user/{id}/subBroker/company

Add/Update a new Sub Broker Company

POST request/user/brand/{brandid}

Add a new User in the given Brand

POST request/user/changepassword

Asks to Change Password when first Login

PUT request/user/{id}

Update a particular User

PUT request/user/{userid}/brand/{brandid}

Update a particular User in any given Brand