Helios Webservices

Webservices are used by sending a JSON based http POST to HELIOS Webservices.

Requests for webservices that query Helios databases hosted by Helios Auto ApS require a Proxy section.

   "Proxy": {   

      "Function":"HeliosWs",

      "HostName":"xxxxx",

      "UserName":"yyyyy",

      "Password":"zzzzz",

      "ClientId":"Helios Webservice Test",

      "ReportName":"webservice"

   }

URL for the webservices is https://wsproxy.rst.dk:8081. The resource is wsproxy.sys.

HostName,  Username and Password will be given to relevant parties by Helios Auto ApS.

A ClientId msut be provided in the proxy section. Client Id can be used for security debugging purposes and by Helios Auto ApS. The ClientId is selected by the end user.

All webservices require authentication by Helios. Each query must contain tags called AuthenticationType, UserName and Password.

   "AuthenticationType":"SYSTEM",

   "UserName":"16984205",

   "Password":"8G56A2NrB",

AuthenticationType must be set to SYSTEM.

UserName  must be set to the company's VAT no. (Cvr nr.) which must be entered in System / Misc. Parameters in Helios.

Password must be set to the WebAccess password entered in System / Misc. Parameters in Helios (WebAccess kodeord).

An example showing how to retrieve customer information can be seen here: Webservices - Example

The following links will give you more information on inserting, updating and retrieving data. The json format of the responses from the webservice will not be changed, however mode data fields can be added for the data retrieved.

Customers

For customers there are currently three webservices that can insert a new customer, update an existing customer and return information for one or more customers in the database. A fourth webservice can retrieve the balance for one or more customers.

Webservices - Insert a Customer

Webservices - Update a Customer

Webservices - List of Customers

Webservices - Customer Balance

Vehicles

For vehicles there are currently four webservices. Three of these can insert a new vehicle, update an existing vehicle and return information for one or more vehicles in the database. The fourth can delete a vehicle from the vehicle database, provided that no sales orders containing this vehicle exist in Helios.

Webservices - Insert a Vehicle

Webservices - Update a Vehicle

Webservices - List of Vehicles

Webservices - Delete a Vehicle

Suppliers

For suppliers there is currently a single webservice that can retrieve the balance for one or more suppliers.

Webservices - Supplier Balance

Articles

Webservices - List of Articles

Webservices - Articles

Salesorders

Webservices - Insert a Salesorder

Webservices - Get a Salesorder

Webservices - List of Invoices

Webservices - List of Open Orders

Postings

Finance, customer and supplier postings can be retrieved using three webservices.

Webservices - Postings (By Index)

Webservices - Postings (By Account No.)

Webservices - Open Postings (By Account No.)

The maximum index number for postings can be retrieved using Webservices - Max index for postings

Finance

A combined profit/loss report and a balance can be retrieved using the following webservice.

Webservices - Profit/loss and Balance

Employees

For employees there is currently a single webservice that can retrieve information for one or more employees in the database.

Webservices - List of Employees

Webservices - Postings (By Employee No.)

Planner

Helios planner is setup by creating at least one Resource Group. Any number of employees and vehicles (Resources) can be entered in each of these groups. The first two webservices in this section return list of Resource Groups and Resources. In both Code is returned. Code is the ID of the Resource Groups, thus giving the user the possibility to divide the resources in to the resource groups they belong to in Helios.

ResourceId, which is returned in the list of resources, is either the employees number in the employee register or the vehicles basis number.

Finally a list of appointments for a given date can be acquired.

A more simple list containing customer and vehicle information for all appointments on a given day can be acquired. This list can be used by BI systems either before an appointment is due to send reminders to customers or after an appointment has been completed to send satisfaction surveys or similar information to customers.

See the details for each of the webservices for more information.

Webservices - List of Resource Groups

Webservices - List of Resources

Webservices - List of Appointments

Webservices - Contact List

A webservice also exists for inserting an appointment into the planner.

Webservices - Insert an Appointment

Misc. Tables

Helios contains Misc. tables which contain entries that are used in the customer database, the vehicle database, etc. An example is the table containing payment terms. The entries in this table are used in the customer and supplier databases.

Webservices - List of Entries in Misc. Tables