Class: LockstepSdk::CompanySyncModel

Inherits:
Object
  • Object
show all
Defined in:
lib/lockstep_sdk/models/company_sync_model.rb

Overview

The CompanySyncModel represents information coming into Lockstep from an external financial system or other enterprise resource planning system. To import data from an external system, convert your original data into the CompanySyncModel format and call the [Upload Sync File API](developer.lockstep.io/reference/post_api-v1-sync-zip). This API retrieves all of the data you uploaded in a compressed ZIP file and imports it into the Lockstep platform.

Once imported, this record will be available in the Lockstep API as a [CompanyModel](developer.lockstep.io/docs/companymodel).

For more information on writing your own connector, see [Connector Data](developer.lockstep.io/docs/connector-data).

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(params = {}) ⇒ CompanySyncModel

Initialize the CompanySyncModel using the provided prototype



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 33

def initialize(params = {})
    @on_match_action = params.dig(:on_match_action)
    @erp_key = params.dig(:erp_key)
    @company_name = params.dig(:company_name)
    @company_type = params.dig(:company_type)
    @parent_company_erp_key = params.dig(:parent_company_erp_key)
    @is_active = params.dig(:is_active)
    @default_currency_code = params.dig(:default_currency_code)
    @company_logo_url = params.dig(:company_logo_url)
    @primary_contact_erp_key = params.dig(:primary_contact_erp_key)
    @address1 = params.dig(:address1)
    @address2 = params.dig(:address2)
    @address3 = params.dig(:address3)
    @city = params.dig(:city)
    @state_region = params.dig(:state_region)
    @postal_code = params.dig(:postal_code)
    @country = params.dig(:country)
    @phone_number = params.dig(:phone_number)
    @fax_number = params.dig(:fax_number)
    @created = params.dig(:created)
    @modified = params.dig(:modified)
    @tax_id = params.dig(:tax_id)
    @duns_number = params.dig(:duns_number)
    @ap_email_address = params.dig(:ap_email_address)
    @ar_email_address = params.dig(:ar_email_address)
    @preferred_delivery_method = params.dig(:preferred_delivery_method)
    @email_address = params.dig(:email_address)
    @external_reference = params.dig(:external_reference)
end

Instance Attribute Details

#address1 ⇒ String

Returns The company’s primary mailing address information.

Returns:

  • (String) —

    The company’s primary mailing address information



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 101

def address1
  @address1
end

#address2 ⇒ String

Returns The company’s primary mailing address information.

Returns:

  • (String) —

    The company’s primary mailing address information



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 105

def address2
  @address2
end

#address3 ⇒ String

Returns The company’s primary mailing address information.

Returns:

  • (String) —

    The company’s primary mailing address information



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 109

def address3
  @address3
end

#ap_email_address ⇒ String

Returns If you know the AP (accounts payable) email address of this company, fill it in here. This is the email address where you would send questions to the company if the company owed you money.

Returns:

  • (String) —

    If you know the AP (accounts payable) email address of this company, fill it in here. This is the email address where you would send questions to the company if the company owed you money.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 153

def ap_email_address
  @ap_email_address
end

#ar_email_address ⇒ String

Returns If you know the AR (accounts receivable) email address of this company, fill it in here. This is the email address where you would send questions to the company if you owed this company money.

Returns:

  • (String) —

    If you know the AR (accounts receivable) email address of this company, fill it in here. This is the email address where you would send questions to the company if you owed this company money.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 157

def ar_email_address
  @ar_email_address
end

#city ⇒ String

Returns The company’s primary mailing address information.

Returns:

  • (String) —

    The company’s primary mailing address information



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 113

def city
  @city
end

#company_logo_url ⇒ String

Returns The URL of this company’s logo, if known.

Returns:

  • (String) —

    The URL of this company’s logo, if known.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 93

def company_logo_url
  @company_logo_url
end

#company_name ⇒ String

Returns A friendly, short name of the company.

Returns:

  • (String) —

    A friendly, short name of the company.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 73

def company_name
  @company_name
end

#company_type ⇒ String

Returns This field indicates the type of company. It can be one of a limited number of values: ‘Company`, `Customer`, `Group`, `Vendor`, or `Third Party`. A company that represents both a customer and a vendor is identified as a `CustomerVendor`. When loading data into Lockstep, you should focus on the distinction between a company that is part of your own enterprise, or a company that is external to your enterprise. For a company that is within your enterprise, you should set this value to be `Company`. For a company that is external to your enterprise, you should set this value to either `Customer`, `Vendor`, `Third Party`, or `CustomerVendor`. If you don’t know what value to choose, select ‘CustomerVendor`.

Returns:

  • (String) —

    This field indicates the type of company. It can be one of a limited number of values: ‘Company`, `Customer`, `Group`, `Vendor`, or `Third Party`. A company that represents both a customer and a vendor is identified as a `CustomerVendor`. When loading data into Lockstep, you should focus on the distinction between a company that is part of your own enterprise, or a company that is external to your enterprise. For a company that is within your enterprise, you should set this value to be `Company`. For a company that is external to your enterprise, you should set this value to either `Customer`, `Vendor`, `Third Party`, or `CustomerVendor`. If you don’t know what value to choose, select ‘CustomerVendor`.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 77

def company_type
  @company_type
end

#country ⇒ String

Returns The company’s primary mailing address information.

Returns:

  • (String) —

    The company’s primary mailing address information



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 125

def country
  @country
end

#created ⇒ Date-time

Returns If known, the date when this record was created according to the originating financial system in which this record is maintained. If the originating financial system does not maintain a created-date, leave this field null.

Returns:

  • (Date-time) —

    If known, the date when this record was created according to the originating financial system in which this record is maintained. If the originating financial system does not maintain a created-date, leave this field null.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 137

def created
  @created
end

#default_currency_code ⇒ String

Returns The default currency code for transactions related to this company. For a list of currency codes, see [Query Currencies](developer.lockstep.io/reference/get_api-v1-definitions-currencies).

Returns:



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 89

def default_currency_code
  @default_currency_code
end

#duns_number ⇒ String

Returns The Dun and Bradstreet number for this company, if known.

Returns:

  • (String) —

    The Dun and Bradstreet number for this company, if known.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 149

def duns_number
  @duns_number
end

#email_address ⇒ String

Returns The company email address.

Returns:

  • (String) —

    The company email address.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 165

def email_address
  @email_address
end

#erp_key ⇒ String

Returns This is the primary key of the Company record. For this field, you should use whatever the company’s unique identifying number is in the originating system. Search for a unique, non-changing number within the originating financial system for this record. Example: If you store your company records in a database, whatever the primary key for the company table is in the database should be the ‘ErpKey`. Example: If you use a financial system such as Quickbooks or Xero, look for the primary ID number of the company record within that financial system. For more information, see [Identity Columns](developer.lockstep.io/docs/identity-columns).

Returns:

  • (String) —

    This is the primary key of the Company record. For this field, you should use whatever the company’s unique identifying number is in the originating system. Search for a unique, non-changing number within the originating financial system for this record. Example: If you store your company records in a database, whatever the primary key for the company table is in the database should be the ‘ErpKey`. Example: If you use a financial system such as Quickbooks or Xero, look for the primary ID number of the company record within that financial system. For more information, see [Identity Columns](developer.lockstep.io/docs/identity-columns).



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 69

def erp_key
  @erp_key
end

#external_reference ⇒ String

Returns An external reference that identifies the Company from the originating ERP system, separate from the ErpKey.

Returns:

  • (String) —

    An external reference that identifies the Company from the originating ERP system, separate from the ErpKey.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 169

def external_reference
  @external_reference
end

#fax_number ⇒ String

Returns The main fax number of this company.

Returns:

  • (String) —

    The main fax number of this company.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 133

def fax_number
  @fax_number
end

#is_active ⇒ Boolean

Returns This flag indicates whether the company is currently active. An inactive company will be hidden from the user interface but will still be available for querying.

Returns:

  • (Boolean) —

    This flag indicates whether the company is currently active. An inactive company will be hidden from the user interface but will still be available for querying.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 85

def is_active
  @is_active
end

#modified ⇒ Date-time

Returns If known, the date when this record was most recently modified according to the originating financial system in which this record is maintained. If the originating financial system does not maintain a most-recently-modified-date, leave this field null.

Returns:

  • (Date-time) —

    If known, the date when this record was most recently modified according to the originating financial system in which this record is maintained. If the originating financial system does not maintain a most-recently-modified-date, leave this field null.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 141

def modified
  @modified
end

#on_match_action ⇒ UpdateAction

Returns Indicates what action to take when a sync model has been found during the sync process.

Returns:

  • (UpdateAction) —

    Indicates what action to take when a sync model has been found during the sync process.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 65

def on_match_action
  @on_match_action
end

#parent_company_erp_key ⇒ String

Returns If this company has a parent company, identify the parent company’s ‘ErpKey` value here. This value should be the original primary key or unique ID of the parent company to this company belongs. This value should match the original ErpKey field on the parent company. If this company is not a child company, leave this field null.

Returns:

  • (String) —

    If this company has a parent company, identify the parent company’s ‘ErpKey` value here. This value should be the original primary key or unique ID of the parent company to this company belongs. This value should match the original ErpKey field on the parent company. If this company is not a child company, leave this field null.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 81

def parent_company_erp_key
  @parent_company_erp_key
end

#phone_number ⇒ String

Returns The main phone number of this company.

Returns:

  • (String) —

    The main phone number of this company.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 129

def phone_number
  @phone_number
end

#postal_code ⇒ String

Returns The company’s primary mailing address information.

Returns:

  • (String) —

    The company’s primary mailing address information



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 121

def postal_code
  @postal_code
end

#preferred_delivery_method ⇒ String

Returns Indicates the preferred invoice delivery method. Examples include Print, Email, Fax.

Returns:

  • (String) —

    Indicates the preferred invoice delivery method. Examples include Print, Email, Fax



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 161

def preferred_delivery_method
  @preferred_delivery_method
end

#primary_contact_erp_key ⇒ String

Returns The ‘ErpKey` of the primary contact for this company. This value should match the `ErpKey` value of the [Importing Contacts](developer.lockstep.io/docs/importing-contacts) record for the contact table.

Returns:



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 97

def primary_contact_erp_key
  @primary_contact_erp_key
end

#state_region ⇒ String

Returns The company’s primary mailing address information.

Returns:

  • (String) —

    The company’s primary mailing address information



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 117

def state_region
  @state_region
end

#tax_id ⇒ String

Returns The company’s Tax ID number for the appropriate government for this company.

Returns:

  • (String) —

    The company’s Tax ID number for the appropriate government for this company.



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 145

def tax_id
  @tax_id
end

Instance Method Details

#as_json(options = {}) ⇒ object

Returns This object as a JSON key-value structure.

Returns:

  • (object) —

    This object as a JSON key-value structure



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 173

def as_json(options={})
    {
        'onMatchAction' => @on_match_action,
        'erpKey' => @erp_key,
        'companyName' => @company_name,
        'companyType' => @company_type,
        'parentCompanyErpKey' => @parent_company_erp_key,
        'isActive' => @is_active,
        'defaultCurrencyCode' => @default_currency_code,
        'companyLogoUrl' => @company_logo_url,
        'primaryContactErpKey' => @primary_contact_erp_key,
        'address1' => @address1,
        'address2' => @address2,
        'address3' => @address3,
        'city' => @city,
        'stateRegion' => @state_region,
        'postalCode' => @postal_code,
        'country' => @country,
        'phoneNumber' => @phone_number,
        'faxNumber' => @fax_number,
        'created' => @created,
        'modified' => @modified,
        'taxId' => @tax_id,
        'dunsNumber' => @duns_number,
        'apEmailAddress' => @ap_email_address,
        'arEmailAddress' => @ar_email_address,
        'preferredDeliveryMethod' => @preferred_delivery_method,
        'emailAddress' => @email_address,
        'externalReference' => @external_reference,
    }
end

#to_json(*options) ⇒ String

Returns This object converted to a JSON string.

Returns:

  • (String) —

    This object converted to a JSON string



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# File 'lib/lockstep_sdk/models/company_sync_model.rb', line 207

def to_json(*options)
    "[#{as_json(*options).to_json(*options)}]"
end