Migrating from ComplyOne API v4

The intent of this Migration Guide document is to help existing businesses seamlessly port their integrations with ComplyOne API v4 to ComplyOne API v5.

ComplyOne API v5 contain some breaking changes. Compliance Record and Type are renamed to Category and Sub Category. These changes are reflected on endpoints and api models. Please refer below for renamed endpoints and request/response data.

Endpoint New Endpoint Request/Response data rename
GET /records GET /categories The following fields on response data are renamed:
  • 'record' is renamed to 'name'
POST /records POST /categories The following fields on response data are renamed:
  • 'record' is renamed to 'name'
PUT /records/{id} PUT /categories/{id} The following fields on request data are renamed:
  • 'record' is renamed to 'name'
PUT /records/{id}/archive PUT /categories/{id}/archive -
PUT /records/{id}/restore PUT /categories/{id}/restore -
GET /types GET /subcategories The following fields on response data are renamed:
  • 'type' is renamed to 'name'
  • 'complianceRecord' is renamed to 'category'
  • 'record' field under complianceRecord is renamed to 'name'
POST /types POST /subcategories The following fields on request and response data are renamed:
  • 'type' is renamed to 'name'
  • 'complianceRecord' is renamed to 'category'
  • 'record' field under complianceRecord is renamed to 'name'
PUT /types/{id} PUT /subcategories/{id} The following fields on request data are renamed:
  • 'type' is renamed to 'name'
  • 'complianceRecord' is renamed to 'category'
  • 'record' field under complianceRecord is renamed to 'name'
PUT /types/{id}/archive PUT /subcategories/{id}/archive -
PUT /types/{id}/restore PUT /subcategories/{id}/restore -
GET/profiles/simpleList - The following parameters are renamed:
  • 'typeIds' is renamed to 'subCategoryIds'
GET /profiles/search - The following parameters are renamed:
  • 'recordIds' is renamed to 'categoryIds'
  • 'typeIds' is renamed to 'subCategoryIds'

The following fields on response data are renamed:
  • 'complianceRecord' is renamed to 'category'
  • 'complianceType' is renamed to 'subCategory'
GET /profiles/{profileId} - The following fields on response data are renamed:
  • 'complianceRecord' is renamed to 'category'
  • 'complianceType' is renamed to 'subCategory'
POST /profiles/scheduled - The following fields on request data are renamed:
  • 'complianceRecordId' is renamed to 'categoryId'
  • 'complianceTypeId' is renamed to 'subCategoryId'
POST /profiles/publicform - The following fields on request data are renamed:
  • 'complianceRecordId' is renamed to 'categoryId'
  • 'complianceTypeId' is renamed to 'subCategoryId'
PUT /profiles/{id}/detail - The following fields on request data are renamed:
  • 'complianceRecordId' is renamed to 'categoryId'
  • 'complianceTypeId' is renamed to 'subCategoryId'
GET /profiles/items/exportToExcel - The following parameters are renamed:
  • 'typeIds' is renamed to 'subCategoryIds'
GET /items/search - The following parameters are renamed:
  • 'recordIds' is renamed to 'categoryIds'
  • 'typeIds' is renamed to 'subCategoryIds'

The following fields on response data are renamed:
  • 'record' is renamed to 'category'
  • 'type' is renamed to 'subCategory'
GET /items/mytestforms - The following fields on response data are renamed:
  • 'record' is renamed to 'category'
  • 'type' is renamed to 'subCategory'
GET /items/exportToExcel - The following parameters are renamed:
  • 'recordIds' is renamed to 'categoryIds'
  • 'typeIds' is renamed to 'subCategoryIds'
GET /items/answer - The response data headerId value are renamed:
  • 'complianceRecord' is renamed to 'category'
  • 'complianceType' is renamed to 'subCategory'
GET /items/{itemid}/answer - The response data headerId value are renamed:
  • 'complianceRecord' is renamed to 'category'
  • 'complianceType' is renamed to 'subCategory'
GET /items/{itemid} - The following fields on response data are renamed:
  • 'record' is renamed to 'category'
  • 'type' is renamed to 'subCategory'
GET /itemHistories/{itemHistoryId}/answer - The response data headerId value are renamed:
  • 'complianceRecord' is renamed to 'category'
  • 'complianceType' is renamed to 'subCategory'
GET /templates/search - The following parameters are renamed:
  • 'recordId' is renamed to 'categoryId'

The following fields on response data are renamed:
  • 'record' is renamed to 'category'
GET /templates/{id} - The following fields on response data are renamed:
  • 'complianceRecord' is renamed to 'category'
PUT /templates/{id} - The following fields on request data are renamed:
  • 'recordId' is renamed to 'categoryId'
POST /templates - The following fields on request data are renamed:
  • 'recordId' is renamed to 'categoryId'
GET /templates/{id}/associatedProfiles - The following fields on response data are renamed:
  • 'recordName' is renamed to 'categoryName'
  • 'typeName' is renamed to 'subCategoryName'
GET /nonCompliance/search - The following parameters are renamed:
  • 'recordIds' is renamed to 'categoryIds'
  • 'typeIds' is renamed to 'subCategoryIds'
GET /nonCompliance/exportToExcel - The following parameters are renamed:
  • 'recordIds' is renamed to 'categoryIds'
  • 'typeIds' is renamed to 'subCategoryIds'
GET /notificationProfiles/{id} - The following fields on response data are renamed:
  • 'associatedTypes' is renamed to 'associatedSubCategories'
POST /notificationProfiles/add POST /notificationProfiles The following fields on request data are renamed:
  • 'associatedTypes' is renamed to 'associatedSubCategories'
PUT /notificationProfiles/update PUT /notificationProfiles/{id} The following fields on request data are renamed:
  • 'associatedTypes' is renamed to 'associatedSubCategories'