Discussions

I am trying to add the AdditionalCharges object to our payload that is sent to IMIS' REST API to add items to cart. The way it is currently formatted uses a TaxAuthority to try to calculate tax automatically but it is not displaying any extra values or calculations on the cart screen. The payload for AdditionalCharges is as follows: "AdditionalCharges": { "$values": [{ "AdditionalChargeId": "HSTAddCharge", "Description": "HST", "Tax": { "Details": { "$values": [{ "IsTaxInclusive": false, "TaxAuthority": { "Description": "HST", "Name": "HST", "TaxAuthorityCode": "HST", "TaxAuthorityId": "HST" } }] } } }] }, I have tried toggling the IsTaxInclusive property but it does not work for both true and false. Taxes can be calculated fine when adding items to the cart manually, but not through the API. Any help would be appreciated. Thanks

As we start to look at transitioning from iMIS 20.2 2015 to iMIS 20.2 2017 and then hopefully to the Cloud in the future, we are trying to figure out how we can do REST API request that the general public would perform searches for individuals for example, their certification information. I see that in iMIS 20.2 2017, we are required to have a bearer token and that requires logging in, but what if the user does not have a login and we need to enable searches? What we used to do with iBO.NET to handle these requests is to create a custom User object that implements the Asi.iBO.IiMISUser interface and then pass that along to the iBO.Net to handle those requests, but I don't see a way to do that in the REST APIs. My question is how do we transition this functionality for this type of situation or is there a better way?

The API integration seems to be working now but we are still missing a few information in iMIS: - The payment hasn't processed but an invoice has been created in iMIS - The tributes info are missing in iMIS - The trigger emails were not sent (order confirmation and receipt emails) – Probably because the payment hasn’t come through yet. Can you please investigate this and tell us what is missing in our code to make it work? Attached a CSV file with our test data (Note: I removed the CB details for confidentiality). Test 1: Fake CB First name: Elodie123 Last name: Delattre OrderNumber: 21230 ContactId: M55504ID Test 2: Real Payment First name: Delivery Last name: Permission OrderNumber: 21235 ContactId: M55508ID Testing form: https://staging.fnpw.org.au/donation/healing-our-land

Hello, What is the most appropriate way to "Cancel a membership" via the API? I tried searching but couldn't find anything obvious. I would like the ability to cancel a non-autopay membership as well as an autopay membership so if they are different pathways knowing them both would be useful. Thanks!

Hello, I see: https://developer.imis.com/reference/autopayprocessor#executesmautopayprocessor Specifically "GenerateAutoPayInvoices", which seems pretty neat and hopefully I'll be able to make use of it soon. However, how is one to generate non-autopay renewals using the API? Sorry if it is obvious however I couldn't find it after searching. Thanks.

iMIS version: 20.2.66.1164 Members records are created from our WordPress site (through the help of REST API) and are assigned Pending Member types. We have a workflow in our organization where Pending members are individually reviewed and assigned a permanent member type based on the criteria. We then link the member to the company they work for. We have an issue where the values for the street address is changed to the address values of the company. In the desktop application a prompt appears giving you the option to overwrite the address after linking an individual to a company (see attached), but in the staff site the address is overwritten. This is an issue for members who work in satellite offices, or work from home due to COVID, etc. I have already reached out to our Product Owners and started the conversation for a product enhancement. In the meantime, is it possible to to restore the existing values of the street address with with an API? I wonder if "Gets the changelog for a FullAddress for the specified id" could be used to fetch overwritten address data This would be a tremendous help to our staff who are currently changing the address manually.

Is there a way to add a note to combo order? Similar to if this was being processed in staff site and having the ability to enter in purchase details.

We are looking for a way to automate some Price changes for a customer. Is there an endpoint for the Product Price table? If so, what is it and can you point us to documentation?

I am not finding example or documentation on how to create a simple gift. This example is for .NET: https://developer.imis.com/docs/donations What is the REST equivalent? Please help. Thank you, Molivouth.

Hi, We are trying to post to a multi-instance panel source, however, we keep getting a 400 error. Please note that we are on iMIS version 20.2.65.9955. We are able to do GET calls on this panel source fine, but are unable to do any POST calls. Can you please assist? The body we are posting is below. { "$type":"Asi.Soa.Core.DataContracts.GenericEntityData, Asi.Contracts", "EntityTypeName":"AO_SecondaryPatrol", "PrimaryParentEntityTypeName":"Party", "Identity":{ "$type":"Asi.Soa.Core.DataContracts.IdentityData, Asi.Contracts", "EntityTypeName":"AO_SecondaryPatrol", "IdentityElements":{ "$type":"System.Collections.ObjectModel.Collection`1[[System.String, mscorlib]], mscorlib", "$values":[ "197018" ] } }, "PrimaryParentIdentity":{ "$type":"Asi.Soa.Core.DataContracts.IdentityData, Asi.Contracts", "EntityTypeName":"Party", "IdentityElements":{ "$type":"System.Collections.ObjectModel.Collection`1[[System.String, mscorlib]], mscorlib", "$values":[ "197018" ] } }, "Properties": { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyDataCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "PartyId", "Value": "197018" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "PatrollerMemberId", "Value": "258317" } ] } } ) } Kind regards, Julie