Function: GetExtendedPayeeDetailsList

The GetExtendedPayeeDetailsList function returns extended details for multiple payees.

This API call requires you to enter multiple payee IDs (Idaps). To get a list of all payee IDs, use the CreatePayeeStatusFile API.

The following is a sample SOAP 1.2 request and response. In the request, you need to replace the data types in yellow with actual values.

SOAP 1.2: Request

POST /v2/payeefunctions.asmx HTTP/1.1

Host: api.tipalti.com

Content-Type: application/soap+xml; charset=utf-8

Content-Length: length

<?xml version="1.0" encoding="utf-8"?>

<soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

xmlns:xsd="http://www.w3.org/2001/XMLSchema"

xmlns:soap12="http://www.w3.org/2003/05/soap-envelope">

<soap12:Body>

<GetExtendedPayeeDetailsList xmlns="http://Tipalti.org/">

<payerName>string</payerName>

<timestamp>double</timestamp>

<key>string</key>

<idaps>

<string>string</string>

<string>string</string>

</idaps>

</GetExtendedPayeeDetailsList>

</soap12:Body>

</soap12:Envelope>

SOAP 1.2: Response

HTTP/1.1 200 OK

Content-Type: application/soap+xml; charset=utf-8

Content-Length: length

<?xml version="1.0" encoding="utf-8"?>

<soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

xmlns:xsd="http://www.w3.org/2001/XMLSchema"

xmlns:soap12="http://www.w3.org/2003/05/soap-envelope">

<soap12:Body>

<GetExtendedPayeeDetailsListResponse xmlns="http://Tipalti.org/">

<GetExtendedPayeeDetailsListResult>

<errorMessage>string</errorMessage>

<errorCode>string</errorCode>

<b>boolean</b>

<i>integer</i>

<d>double</d>

<s>string</s>

<Payees>

<TipaltiExtendedPayeeDetailsResponse>

<errorMessage>string</errorMessage>

<errorCode>string</errorCode>

<b>boolean</b>

<i>integer</i>

<d>double</d>

<s>string</s>

<Properties>

<KeyValuePair>

<Key>string</Key>

<Value>string</Value>

</KeyValuePair>

<KeyValuePair>

<Key>string</Key>

<Value>string</Value>

</KeyValuePair>

</Properties>

<CustomFields>

<KeyValuePair>

<Key>string</Key>

<Value>string</Value>

</KeyValuePair>

<KeyValuePair>

<Key>string</Key>

<Value>string</Value>

</KeyValuePair>

</CustomFields>

</TipaltiExtendedPayeeDetailsResponse>

<TipaltiExtendedPayeeDetailsResponse>

<errorMessage>string</errorMessage>

<errorCode>string</errorCode>

<b>boolean</b>

<i>integer</i>

<d>double</d>

<s>string</s>

<Properties>

<KeyValuePair>

<Key>string</Key>

<Value>string</Value>

</KeyValuePair>

<KeyValuePair>

<Key>string</Key>

<Value>string</Value>

</KeyValuePair>

</Properties>

<CustomFields>

<KeyValuePair>

<Key>string</Key>

<Value>string</Value>

</KeyValuePair>

<KeyValuePair>

<Key>string</Key>

<Value>string</Value>

</KeyValuePair>

</CustomFields>

</TipaltiExtendedPayeeDetailsResponse>

</Payees>

</GetExtendedPayeeDetailsListResult>

</GetExtendedPayeeDetailsListResponse>

</soap12:Body>

</soap12:Envelope>

Request parameters

element

description

limitation

Mandatory?

data type

payerName The name of the payer, as assigned by Tipalti
  • Max. length = 50
  • Value is case sensitive
Mandatory string
timestamp

Current time (UTC) when the request is sent

Unix time Mandatory double
key Encryption key   Mandatory string
idaps List of payee IDs Max. request limit = 200 idaps Mandatory Array of string
string

Element

description

limitation

data type

string Unique payee identifier (the payee ID)
  • Max. length = 64
  • Valid characters:
    • Numbers
    • Letters
    • Commas
    • Spaces (not leading or trailing)
    • Periods
    • Underscores
    • Dashes
string

Response parameters

The result of the GetExtendedPayeeDetailsList function is provided in the "s" parameter.

element

description

data type

GetExtendedPayeeDetailsListResult Contains the response parameters TipaltiExtendedPayeeDetailsListResponse (extension of type TipaltiResponse)

TipaltiExtendedPayeeDetailsListResponse

element

description

Limitation

data type

errorMessage A description of the error See API error codes. string
errorCode The status of the error See API error codes. string
b If the return code is Boolean, this parameter will carry the value.   boolean
i If the return code is integer, this parameter will carry the value.   integer
d If the return code is double, this parameter will carry the value.   double
s If the return code is string, this parameter will carry the value.   string
Payees
  • List of payees
  • Each payee is of type TipaltiExtendedPayeeDetailsResponse
Max. records returned = 200 Array of TipaltiExtendedPayee
DetailsResponse
(extension of type TipaltiResponse)
TipaltiExtendedPayeeDetailsResponse

Element

description

Limitation

data type

errorMessage A description of the error See API error codes. string
errorCode The status of the error See API error codes. string
b If the return code is Boolean, this parameter will carry the value.   boolean
i If the return code is integer, this parameter will carry the value.   integer
d If the return code is double, this parameter will carry the value.   double
s If the return code is string, this parameter will carry the value.   string
Properties List of payee values (see List of payee fields below)   Array of KeyValuePair
CustomFields
  • If custom fields have been defined for the payee entity, these fields return the values.
  • The field name matches the defined custom field display name.
Field name and value Array of KeyValuePair
KeyValuePair

Element

description

Mandatory?

data type

Key Name of field Optional string
Value Value of field Optional string
List of payee fields

field

description

limitation

data type

FirstName Payee first name
  • Max. length = 70
  • Valid characters:
    • Latin and numeric (cannot be only numeric)
    • Spaces, periods, dashes (cannot be the first character)—e.g., "Mary Jo", "Jr.", "Mary-Jo"
string
MiddleName Payee middle name
  • Max. length = 70
  • Valid characters:
    • Latin and numeric (cannot be only numeric)
    • Spaces, periods, dashes (cannot be the first character)—e.g., "Mary Jo", "Jr.", "Mary-Jo"
string
LastName Payee last name
  • Max. length = 70
  • Valid characters:
    • Latin and numeric (cannot be only numeric)
    • Spaces, periods, dashes (cannot be the first character)—e.g., "Mary Jo", "Jr.", "Mary-Jo"
string
CompanyName Payee company name
  • Max. length = 70
  • Valid characters:
    • Latin and numeric (cannot be only numeric)
    • Spaces, periods, dashes (cannot be the first character)—e.g., "Company 24", "Company Inc.", "12-up"
string
Alias An alternate name for the payee, if applicable Max. length = 250 string
Street1 Payee street address line 1
  • Max. length = 35
  • Valid EBCDIC values: Letters, numbers and special characters ^[\w\d\/\-\?\:\(\)\.\,\'\+ ]+$"
string
Street2 Payee street address line 2
  • Max. length = 35
  • Valid EBCDIC values: Letters, numbers and special characters ^[\w\d\/\-\?\:\(\)\.\,\'\+ ]+$"
string
City Payee city
  • Max. length = 30
  • Valid EBCDIC values: Letters, numbers and special characters ^[\w\d\/\-\?\:\(\)\.\,\'\+ ]+$"
string
State Payee state/ province
  • For payees in the US, Canada, or Mexico
  • Value can be null, 2 letters, or 3 letters (per ISO 3166)
string
Zip Payee zip/ postal code No spaces (e.g., N1W 8H5 is N1W8H5) string
Country Payee country Length = 2 (per ISO 3166) string
Phone Payee phone number Max. length = 50 string
PaymentCurrency The payment currency selected by the payee Length = 3 (per ISO 4217) string
Payable Indicates if the payee is payable   boolean
TaxFormStatus The status of the payee's submitted tax form (only relevant if the payer has requested tax forms)

 

Valid values:

  • NOT_SUBMITTED
  • SUBMITTED
  • SUBMITTED ([PENDING_DOCUMENTS or PENDING_DOCUMENTS_APPROVAL] and/ or [FAILED_TIN_VALIDATION or PENDING_TIN_VALIDATION or TIN_VALIDATED])
  • PENDING_REVIEW
  • PENDING_REVIEW (PENDING_DOCUMENTS or PENDING_DOCUMENTS_APPROVAL)
string
TaxFormEntityType Represents the type of payee entity selected on tax forms See Tax form & entity types. string
TaxFormEntityName Name of entity entered on the W-9, W-8BEN or W-8BEN-E tax forms   string
TaxFormType Type of tax form submitted by payee See Tax form & entity types. string
TaxID Payee tax identification number (masked by asterisks unless you have the View Secure Details user role)
  • W-9: Returns EIN or SSN (if EIN empty), or TIN
  • W-8BEN, W-8BEN-E: Returns EIN or SSN or FOREIGN_TIN (if TIN empty) or VAT_ID (if collected)
  • LOCAL_TAX_ID: Returns the Tax ID Type (depends on entity's country and relevant tax ID types for the country)
  • If none of the values are available, the old "Tax ID" field (from the iFrame "Payment Method" tab, if applicable) is returned.
  • If there is no value for the old "Tax ID" field, it is not returned at all.
string
TaxIDType Type of Tax ID

Valid values:

  • EIN
  • SSN
  • TIN
  • FOREIGN_TIN
  • VAT_ID
  • Local tax ID types (CUIT, CUIL, CPF, CNPJ, ID, INN, etc.)
string
TaxFormSubmittedBy Indicates if the tax form was submitted to Tipalti by the payee or the payer Valid values:
  • THE_PAYEE
  • THE_PAYER
string
TaxFormSubmittedDate The date the tax form was signed   string
TreatyCountry The treaty country entered on the payee tax form   string
WithholdingRate
  • The withholding rate percentage
  • Sent when the Tax Withholding module is enabled and the payee's payments are subject to withholding
  string
PaymentMethod

Payee payment method

Valid values:

  • NoPM
  • PayPal
  • WireTransfer
  • Payoneer
  • ACH
  • Check
  • Global ACH/Local bank transfer
  • HoldMyPayments
  • Custom
  • Intercash
string
Email Payee email address string
POTransmissionEmail When configured, the email address of the payment order recipient string
ServiceTypes When configured, the service type codes selected by the payee   string
ServiceTypeOther When configured, if the payee selects "Other" for the service type, the value entered is shown.   string
PreferredPayerEntity The payer entity linked to the payee

Valid values:

  • "Entity name" - Max. length = 100; alphanumeric characters only
  • Default
string
PortalUser Represents the Supplier Hub status of the payee

Valid values:

  • Invited
  • Registered
  • NotRegistered
string
Status Payee risk status

Valid values:

  • ACTIVE
  • CLOSED
  • SUSPENDED
  • BLOCKED
string
StatusReason The reason the payee was blocked   string
StatusUpdateDate The date the payee status was updated   date
CountryName The name of the payee country (as used in the Tipalti Hub and iFrame)   string
PaymentTermsId The ID associated with the payment term Max. length = 40 string
PaymentTermsName The name of the payment term Max. length = 20 string
ErpCurrency The payer's QuickBooks Online vendor currency Length = 3 (per ISO 4217) string
PayeeType

The type of payee:

  • Individual
  • Company

Valid values:

  • Individual
  • Company
string