Terminology
A short description of the most used terminology which you most likely will come across.
Corporation group
Corporation group in ITX is a collection of corporations. This can be compared with Tenant in Microsoft terminology. This field can usually be ignored. Missing values will be automatically set in the REST API.
Primary identifier: cogrId
Corporation
Corporation is usually a one to one representation of an organization. An user in ITX can have access to multiple corporations by access groups.
Primary identifier: corpId
User
User refers to an individual or entity granted access to utilize the platform's services or software.
Primary identifier: userId
Team
A collection of users. A user can be eighter a member or a leader for a specific team. Leader role often defines which other users you have access to in the context of reports and other functionality.
Primary identifier: coteId
Entity
An entity represents a clearly distinguishable and identifiable entity, encompassing both corporate and private entities. Each entity is uniquely identified by an entity ID, typically an organization number for corporate entities or a Social Security Number (SSN) for private individuals. The entity contains information such as contact information, adresses, name and key-value pair properties.
Primary identifier: emenId
| Entity type | ID |
|---|---|
| Private | 1 |
| Corporate | 2 |
Entity extension
An entity extension provides context to your company's relationship with a given
entity. A given entity might in some cases have different kinds of relationships with your company, and thus may have multiple extensions.
Activities belong to the entity extension, not the entity.
Primary identifier: eeexId
| Extension type | ID |
|---|---|
| Prospect | 9 |
| Customer | 10 |
| Supplier | 20 |
| Debtor | 30 |
| Contact | 40 |
Entity extension link
Entity extension links is a link from one entity extension to another. Contact person extensions (type 40) can be linked to an entity by using an entity extension link.
Primary identifier:
eeelId
| Extension link type | ID |
|---|---|
| Contact person | 10 |