How to access Account object via XML worksheet

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This article provides the information about how to access the Account object via XML worksheet.

For Account, you can use XML request for the following:

Inserting Accounts
Updating Accounts
Deleting Accounts
Performing Actions for Account

Accounts

Inserting Account

Here is an example XML request to add new account in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Account op="insert" action="activate">
    <Name>Auto Claims 2005 Account</Name>
    <TypeIID>2</TypeIID>
    <OverdraftTypeIID>2</OverdraftTypeIID>
    <AllocationLimit>10000000</AllocationLimit>
    <ApplStartOn>2021-01-01</ApplStartOn>
    <ApplEndOn>2021-12-31</ApplEndOn>
    <IsAutoPost>true</IsAutoPost>
    <Detail key="ACCT_PJCT"/>
    <DefaultCategory>ACCT_PJCT</DefaultCategory>
    <ApplTypeProjectIID>1</ApplTypeProjectIID>
    <ApplProjCategory>CLAM</ApplProjCategory>
    <IsApplTask>1</IsApplTask>
    <ApplTaskCategory>TASK</ApplTaskCategory>
    <ApplTaskPercent>25</ApplTaskPercent>
    <IsApplExpense>1</IsApplExpense>
    <ApplExpeCategory>EXPE</ApplExpeCategory>
    <ApplExpePercent>25</ApplExpePercent>
    <SecurityTypeIID>0</SecurityTypeIID>
    <ApplTypeInvolvedIID>1</ApplTypeInvolvedIID>
    <ApplTypeVendorIID>1</ApplTypeVendorIID>
    <IsApplLineTask>1</IsApplLineTask>
    <ApplLineTaskCategory>TASK</ApplLineTaskCategory>
    <ApplLineTaskPercent>25</ApplLineTaskPercent>
    <IsApplLineExpense>1</IsApplLineExpense>
    <ApplLineExpeCategory>EXPE</ApplLineExpeCategory>
    <ApplLineExpePercent>100</ApplLineExpePercent>
</Account>
</TeamConnectRequest>

Updating Account

Here is an example XML request to update an account in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Account op="update" Name="Reserve for Jim Henderson Auto Accident">
    <OverdraftTypeIID>2</OverdraftTypeIID>
    <ParentAccount>107</ParentAccount>
    <AllocationLimit>250,000</AllocationLimit>
</Account>
</TeamConnectRequest>

Deleting Account

Here is an example XML request to delete an account in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Account op="delete" Name="Reserve for Jim Henderson Auto Accident" />
<Account op="delete" Name="Reserve for Samantha Palmer Home Owner Claim"/>
</TeamConnectRequest>

Performing Actions for Account

For Account, you can use XML requests for the following:

Activating and Inactivating Accounts
Depositing Funds into Accounts
Withdrawing Funds from Accounts
Transferring Funds to an Account
Transferring Funds from an Account

Activating and Inactivating Accounts

Here is an example XML request to Activate and Inactivate account in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Account op="update" Name="Reserve for Samantha Palmer Home Owner Claim" action="activate"/>
<Account op="update" Name="Reserve for Jim Henderson Auto Accident" action="inactivate"/>
</TeamConnectRequest>

Depositing Funds Accounts

Here is an example XML request to Depositing Funds account in TeamConnect via XML worksheet:

<TeamconnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Account op="update" Name="Reserve for Jason Undelt Auto Accident" action="allocateMoney:85000:Reserve Allocation">
<AllocationLimit>500,000</AllocationLimit>
<ApplStartOn>2005-05-18</ApplStartOn>
<ApplEndOn>2005-11-18</ApplEndOn> <IsAutoPost>true</IsAutoPost> <Detail key="ACCT_PDTD"/>
<Detail key="ACCT_PJCT" />
<DefaultCategory>ACCT_PJCT</DefaultCategory>
<ApplTypeProjectIID>2</ApplTypeProjectIID>
<ApplProject keymap="NumberString">05-05-0049</ApplProject>
<IsApplTask>1</IsApplTask> <IsApplExpense>1</IsApplExpense>
<SecurityTypeIID>2</SecurityTypeIID> </Account>
</TeamConnectRequest>

Withdrawing funds in Accounts

Here is an example XML request to Withdrawing funds account in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Account op="update" Name="Reserve for Jason Undelt Auto Accident" action="withdrawMoney:2500:Balance"/>
</TeamConnectRequest>

Transferring funds to an Account

Here is an example XML request to Transferring funds account in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Account op="update" Name="Reserve for Mitch Johnson Auto Accident" action="transferToAccountFromAccount:107:5,000:Initial Funding"/>
</TeamConnectRequest>

Transferring funds from an Account

Here is an example XML request to Transferring funds from an Account in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Account op="update" Name="Reserve for Mitch Johnson Auto Accident"action="transferFromAccountToAccount:107:1,000:Adjustment"/>
</TeamConnectRequest>