Opportunities (Bulk Update)

Description

Updates all opportunities that match search criteria. CRM Opportunity ID and latest opportunity data is passed in.

HTTP Method

put

URL

/api/v2/opportunities/search

Parameters

Parameter	Type	Location	Required	Description
LanguageId	integer	Query	No	Language ID for localized content (default: 1)

Request Body Structure

{
  "SearchCriteria": {
    "OpportunityIds": ["string"]
  },
  "UpdateRequest": {
    "OpportunityName": "string",
    "OpportunityID": "string", 
    "CategoryName": "string",
    "StageName": "string",
    "AcctPotential": 0.00,
    "SalesRevenue": 0.00,
    "PendingCloseDate": "2024-12-31"
  }
}

Request Body Fields

SearchCriteria Object

Field	Type	Required	Description
OpportunityIds	string[]	Yes	Array of CRM opportunity IDs to update

UpdateRequest Object

Field	Type	Required	Description
OpportunityName	string	No	Name/title of the opportunity
OpportunityID	string	No	External CRM opportunity identifier
CategoryName	string	No	Category name (must match existing category)
StageName	string	No	Stage name (must match existing stage)
AcctPotential	decimal	No	Account potential value
SalesRevenue	decimal	No	Expected sales revenue
PendingCloseDate	string	No	Expected close date (format: yyyy-MM-dd)

Request Examples

# Bulk update opportunities by CRM ID
PUT /api/v2/opportunities/search?LanguageId=1
Authorization: Bearer {your-token}
Content-Type: application/json

{
  "SearchCriteria": {
    "OpportunityIds": ["CRM-001", "CRM-002", "CRM-003"]
  },
  "UpdateRequest": {
    "StageName": "Qualified",
    "AcctPotential": 100000.00
  }
}

# Update specific opportunity by CRM ID
PUT /api/v2/opportunities/search
Authorization: Bearer {your-token}
Content-Type: application/json

{
  "SearchCriteria": {
    "OpportunityIds": ["SFDC-12345"]
  },
  "UpdateRequest": {
    "OpportunityName": "Enterprise Software License",
    "CategoryName": "Software",
    "StageName": "Proposal",
    "AcctPotential": 500000.00,
    "SalesRevenue": 250000.00,
    "PendingCloseDate": "2024-06-30"
  }
}

Response Structure

Success Response (200 OK)

{
  "Opportunity": [
    {
      "Type": "Pre",
      "ID": 123,
      "VisitID": 456,
      "CustomerID": 789,
      "OpportunityName": "Enterprise Software License",
      "OpportunityID": "SFDC-12345",
      "OpportunityCategoryID": 1,
      "OpportunityStageID": 3,
      "OpportunityCompetitorID": null,
      "AcctPotential": 500000.00,
      "SalesRevenue": 250000.00,
      "PendingCloseDate": "2024-06-30",
      "VisitCustomerOpportunityID": null,
      "FollowUpSentDate": null
    }
  ],
  "AvailableCategories": null,
  "AvailableStages": null,
  "ValidationMessage": null
}

Response Codes

Code	Description	Response Type
200	Success	V2OpportunityUpdateBulkResponse
400	Bad Request / Validation Error	V2OpportunityInvalidResponse
401	Not Authorized	string
500	Internal Server Error	InternalServerErrorResponse