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Web Service Documentation / Categories / Basic Account Services

Basic Account Services

Account Services allow you to manage Portfolio Manager accounts. These services are divided into two sections. The first section includes services that allow you to create and manage your own account as well as accounts that belong to your customers. The second section includes services that allow you to manage advanced settings that define your service offerings, such as your terms and conditions, supported fuel types, custom fields, etc.

Accounts

Method REST URI * Description
GET /account Returns general information for your account.
PUT /account Updates your account.
GET /account/(accountId)/customFieldList Returns a list of custom fields and their values for a specific customer account.
GET /billboardMetric/list Returns a list of metrics that can be used to update the "billboard" that displays to front-end users.
POST /customer Creates an account for your customer and establishes a connection to your account.
GET /customer/(customerId) Returns general account information for a specific customer that you are connected to.
PUT /customer/(customerId) Updates an account for your customer that you are already connected to.
GET /customer/list Returns a list of customers that you are connected to.

Advanced Settings for Organizations Exchanging Data

Method REST URI * Description
GET /dataExchangeSettings Returns the settings that define your data exchange service offerings.
PUT /dataExchangeSettings Updates the settings that define your data exchange service offerings.
POST /dataExchangeSettings/customField Creates a custom field. The custom field(s) you specify are used to collect additional data from your customer during the connection/share process.
GET /dataExchangeSettings/customField/(customFieldId) Returns information for a specified custom field. The custom field(s) you specify are used to collect additional data from your customer during the connection/share process.
PUT /dataExchangeSettings/customField/(customFieldId) Updates a specified custom field. The custom field(s) you specify are used to collect additional data from your customer during the connection/share process.
DELETE /dataExchangeSettings/customField/(customFieldId) Deletes a specified custom field. The custom field(s) you specify are used to collect additional data from your customer during the connection/share process.
GET /dataExchangeSettings/customField/list Returns a list of custom fields that you have defined for your account. The custom field(s) you specify are used to collect additional data from your customer during the connection/share process.

* For the LIVE environment, relative to the base URI:  https://portfoliomanager.energystar.gov/ws

LIVE