• User Documentation 
  • Amaryllis Release Notes 
  • For Developers 

  • User Documentation 
  • Amaryllis Release Notes 
  • For Developers 

Heartland - Dev Portal

  • folder icon closed folder iconIntroduction
  • folder icon closed folder iconAuthentication
  • folder icon closed folder iconManagement
    • Getting Started
    • Platform Accounts Management
      • Get Platform Account Configuration
      • Get Platform Account
      • Create Platform Account
      • Update Platform Account
      • Objects Reference
    • Sub-Accounts Management
      • Get Sub-Account Configurations
      • Get Sub-Account
      • Create Sub-Account
      • Update Sub-Account
      • Objects Reference
    • Users Management
      • Get User by User Id
      • Get User by Username
      • Create User
      • Update User
      • Objects Reference
    • Underwriting Management
      • Get Application
      • Get Application Template
      • Get Application Fields Statuses
      • Get Application Status
      • Get Linked Sub-Accounts
      • Get Resubmission
      • UMS IFrame Authentication
      • UMS IFrame
      • UMS IFrame Authentication in Resubmission Mode
      • UMS IFrame in Resubmission Mode
      • Create Application
      • Update Application
      • Update Application Fields Statuses
      • Update Application Status
      • Objects Reference
      • Response Codes
  • folder icon closed folder iconTransactions Processing
    • Getting Started
    • Credit Card Transactions
      • 3D-Secure
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • Recurring
    • ACH
    • Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTransactions Echo
    • Getting Started
    • Credit Card Transactions
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • ACH
    • Echo Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTokenization
    • Processing with a Token
      • Getting Started
      • Processing with Tokenization
    • Tokenization iFrame
      • iFrame Integration
      • iFrame Customization
      • iFrame Testing
      • Response Example
    • Tokenization API
      • Getting Started
      • Tokenization Request
      • Tokenization Response
      • Response Codes
  • folder icon closed folder iconPayouts
    • Getting Started
    • Payout Transactions
    • Response
    • Objects Reference
  • folder icon closed folder iconReports
    • Getting Started
    • Reports API
      • Account Balances
      • Payouts
      • Payouts Reconciliation
      • Transaction Details
      • Settlements
      • Account Summary
      • Transactions
      • Transactions Summary
      • Fees Summary
      • Incoming Fees
      • Expected Future Revenue
      • Profitability Analysis
      • Reconciliation Summary
      • Reconciliation Records
      • Chargeback Analysis
      • Tokens
      • Sign-up Summary
    • Status Codes
  • folder icon closed folder iconErrors
  • folder icon closed folder iconResponse Codes
  1. Home
  2. Docs
  3. Heartland – Dev Portal
  4. Management
  5. Sub-Accounts Management
  6. Update Sub-Account
Updated on June 9, 2023

Heartland - Dev Portal

  • folder icon closed folder iconIntroduction
  • folder icon closed folder iconAuthentication
  • folder icon closed folder iconManagement
    • Getting Started
    • Platform Accounts Management
      • Get Platform Account Configuration
      • Get Platform Account
      • Create Platform Account
      • Update Platform Account
      • Objects Reference
    • Sub-Accounts Management
      • Get Sub-Account Configurations
      • Get Sub-Account
      • Create Sub-Account
      • Update Sub-Account
      • Objects Reference
    • Users Management
      • Get User by User Id
      • Get User by Username
      • Create User
      • Update User
      • Objects Reference
    • Underwriting Management
      • Get Application
      • Get Application Template
      • Get Application Fields Statuses
      • Get Application Status
      • Get Linked Sub-Accounts
      • Get Resubmission
      • UMS IFrame Authentication
      • UMS IFrame
      • UMS IFrame Authentication in Resubmission Mode
      • UMS IFrame in Resubmission Mode
      • Create Application
      • Update Application
      • Update Application Fields Statuses
      • Update Application Status
      • Objects Reference
      • Response Codes
  • folder icon closed folder iconTransactions Processing
    • Getting Started
    • Credit Card Transactions
      • 3D-Secure
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • Recurring
    • ACH
    • Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTransactions Echo
    • Getting Started
    • Credit Card Transactions
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • ACH
    • Echo Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTokenization
    • Processing with a Token
      • Getting Started
      • Processing with Tokenization
    • Tokenization iFrame
      • iFrame Integration
      • iFrame Customization
      • iFrame Testing
      • Response Example
    • Tokenization API
      • Getting Started
      • Tokenization Request
      • Tokenization Response
      • Response Codes
  • folder icon closed folder iconPayouts
    • Getting Started
    • Payout Transactions
    • Response
    • Objects Reference
  • folder icon closed folder iconReports
    • Getting Started
    • Reports API
      • Account Balances
      • Payouts
      • Payouts Reconciliation
      • Transaction Details
      • Settlements
      • Account Summary
      • Transactions
      • Transactions Summary
      • Fees Summary
      • Incoming Fees
      • Expected Future Revenue
      • Profitability Analysis
      • Reconciliation Summary
      • Reconciliation Records
      • Chargeback Analysis
      • Tokens
      • Sign-up Summary
    • Status Codes
  • folder icon closed folder iconErrors
  • folder icon closed folder iconResponse Codes

Update Sub-Account

Use PUT method to update existing Sub-Account parameters. To update a Sub-Account, inquire a source (template) Sub-Account data packet via GET method and pass it with the PUT method. Change parameters’ values you wish to override. Endpoint: PUT Sandbox: https://sandbox.4levers.com/managementapi/api/accounts/{accountId}/subaccounts/{subAccountId} Production: https://managementapi.4levers.com/api/accounts/{accountId}/subaccounts/{subAccountId} Values indicated in the URL are the target Platform Account identifier {accountId} and the target Sub-Account identifier {accountId} that you wish to update. accountId and subAccountId parameters values that you pass in the request body are mandatory values and also correspond to the target Platform Account identifier and the target Sub-Account identifier. Values in the URL and the request body must match to validate the request. Please note that in case a parameter is not sent or sent without any value the parameter field will be empty.
 IMPORTANT: All changes will take effect and the new sub account will be active after 4 hours.
Request Parameters
NOTE: Optional fields can be manually removed from the request in case you want to skip them. Enter valid parameters values in case you want to pass them in the request.
Name Type Required Description
accountId integer ✓ Platform Account identifier.
subAccountId integer optional Source Sub-Account identifier.
merchantId string optional Merchant identifier (MID).
externalId string optional Merchant external identifier.
mcc string optional Merchant Category Code (MCC).
applicationId integer optional Underwriting application identifier. Required if the related Service Provider has “Require Underwriting” = Yes and “Can override” is not checked. Optional if if the related Service Provider has “Require Underwriting” = Yes and “Can override” is checked.
accountName string ✓ Max250 Platform Account Name.
billing object optional Sub-Account billing settings. Only for Fees, that have feeSource=Sub-Account.
payouts object optional Sub-Account payouts settings.
processing object ✓ Sub-Account processing settings.
serviceProviderId integer ✓ Service Provider identifier. Serves as SkinID for user authorization purposes.
subAccountName string ✓ Sub-Account name. varchar(50)
sumUpCutOffHour integer optional Auto cut-off value. In case empty, values are inherited from the parent system entity
payoutCutOffHour integer optional Payout cut-off value. In case empty and payout and/or scheduled fees included, values are inherited from the parent system entity.
merchantStatement object optional Merchant statement settings.
isTemplate boolean optional Defines a template account. This parameter should include the original value of the Sub-Account

Response Parameters

Name Type Description
id integer New Sub – Account identifier.
name string Sub-Account name.
merchantIdFound array Array with the id (PlatdormId.Sub-AccountId) of existing Sub-Accounts with the same MID..

Response Codes

Response Code Description
200 No Content — Sub-Account has been updated successfully.
400 Bad Request — Your request is invalid.
401 Unauthorized — Authorization failed.
403 Forbidden — Access denied.
404 Not Found — Wrong URL.
415 Unsupported Media Type — Wrong request format.
500 Internal Server Error — We had a problem with our server. Try again later.
503 Service Unavailable — We’re temporarily offline for maintenance. Please try again later.
				
					{
  "accountId": 0,
  "subAccountId": 0,
  "merchantId": "string",
  "externalId": "string",
  "mcc": "string",
  "applicationId": 0,
  "accountName": "string",
  "billing": {
    "interchangeFeesRegions": [
      0
    ],
    "interchangeFeesReversalEnabled": [
      "Void"
    ],
    "interchangeFeesOverride": {
      "source": "SubAccount",
      "target": "Platform",
      "sourceSubAccountId": 0,
      "targetSubAccountId": 0,
      "sourceAgentId": 0,
      "targetAgentId": 0
    },
    "interchangeFeeSeason": {
      "dateFrom": "2021-04-07T04:44:58.6666666",
      "dateTo": "2021-04-12T04:44:58.6666666",
      "offSeasonMonth": [
        0
      ]
    },
    "scheduledFees": [
      {
        "id": 0,
        "amount": 0,
        "dayNumber": 0,
        "endDate": "2021-04-12T04:44:58.6666666",
        "expiration": "UntilDate",
        "interval": "Daily",
        "intervalCount": 0,
        "monthNumber": 0,
        "name": "string",
        "occurrencesQuantity": 0,
        "override": {
          "source": "SubAccount",
          "target": "Platform",
          "sourceSubAccountId": 0,
          "targetSubAccountId": 0,
          "sourceAgentId": 0,
          "targetAgentId": 0
        },
        "feeSeason": {
          "dateFrom": "2021-04-07T04:44:58.6666666",
          "dateTo": "2021-04-12T04:44:58.6666666",
          "offSeasonMonth": [
            0
          ]
        }
      }
    ],
    "slidingScaleFees": [
      {
        "feePriorityLevel": 0,
        "id": 0,
        "name": "string",
        "ranges": [
          {
            "amount": 0,
            "maxCount": 0,
            "minCount": 0,
            "percentage": 0
          }
        ],
        "reversalEnabled": [
          "Void"
        ],
        "feeSeason": {
          "dateFrom": "2021-04-07T04:44:58.6666666",
          "dateTo": "2021-04-12T04:44:58.6666666",
          "offSeasonMonth": [
            0
          ]
        },
        "override": {
          "source": "SubAccount",
          "target": "Platform",
          "sourceSubAccountId": 0,
          "targetSubAccountId": 0,
          "sourceAgentId": 0,
          "targetAgentId": 0
        },
        "buyrate": {
          "amount": 0,
          "percentage": 0,
          "source": "SubAccount",
          "target": "Platform",
          "sourceSubAccountId": 0,
          "targetSubAccountId": 0,
          "sourceAgentId": 0,
          "targetAgentId": 0,
          "buyrateGapPayer":"Agent",
          "buyrateGapPayerAgentId":0,
          "buyrateGapPayerSubAccountId": 0
        },
        "split": [
          {
            "priorityLevel": 0,
            "percentage": 0,
            "source": "SubAccount",
            "target": "Platform",
            "sourceSubAccountId": 0,
            "targetSubAccountId": 0,
            "sourceAgentId": 0,
            "targetAgentId": 0
          }
        ]
      }
    ],
    "transactionFees": [
      {
        "feePriorityLevel": 0,
        "amount": 0,
        "typeId": 0,
        "name": "string",
        "percentage": 0,
        "buyrate": {
          "amount": 0,
          "percentage": 0,
          "source": "SubAccount",
          "target": "Platform",
          "sourceSubAccountId": 0,
          "targetSubAccountId": 0,
          "sourceAgentId": 0,
          "targetAgentId": 0,
          "buyrateGapPayer":"Agent",
          "buyrateGapPayerAgentId":0,
          "buyrateGapPayerSubAccountId": 0
        },
        "split": [
          {
            "priorityLevel": 0,
            "percentage": 0,
            "source": "SubAccount",
            "target": "Platform",
            "sourceSubAccountId": 0,
            "targetSubAccountId": 0,
            "sourceAgentId": 0,
            "targetAgentId": 0
          }
        ],
        "reversalEnabled": [
          "Void"
        ],
        "feeSeason": {
          "dateFrom": "2021-04-07T04:44:58.6666666",
          "dateTo": "2021-04-12T04:44:58.6666666",
          "offSeasonMonth": [
            0
          ]
        },
        "override": {
          "source": "SubAccount",
          "target": "Platform",
          "sourceSubAccountId": 0,
          "targetSubAccountId": 0,
          "sourceAgentId": 0,
          "targetAgentId": 0
        }
      }
    ],
    "slidingScaleCounterReset": {
      "timeInterval": "Weekly",
      "numberOfIntervals": 0
    }
  },
  "payouts": {
    "manualPayout": true,
    "negativePayout": true,
    "payouts": [
      {
        "payoutMethodAch": {
          "accountNumber": "string",
          "accountType": "None",
          "entityType": "Personal",
          "nameOnAccount": "string",
          "routingNumber": "string"
        },
        "calculation": {
          "fixedAmount": 0,
          "intervalCount": 0,
          "intervalGap": 0,
          "payoutType": "Fixed",
          "percentageAmount": 0
        },
        "name": "string",
        "scheduler": {
          "id": 0,
          "isSchedulerDisabled": false,
          "dayNumber": 0,
          "endDate": "2021-04-12T04:44:58.6666666",
          "expiration": "UntilDate",
          "interval": "Daily",
          "intervalCount": 0,
          "monthNumber": 0,
          "occurrencesQuantity": 0
        },
        "twoStepApproval": true
      }
    ],
    "processor": {
      "id": 0,
      "parameters": {
        "additionalProp1": "string",
        "additionalProp2": "string",
        "additionalProp3": "string"
      },
      "processor": "NoAcquirer"
    },
    "cardOnFileProcessorConfiguration": {
      "id": 0,
      "parameters": {
        "additionalProp1": "string",
        "additionalProp2": "string",
        "additionalProp3": "string"
      },
      "processor": "NoAcquirer"
    },
    "payoutMethodCreditCard": {
      "creditCardNumber": "string",
      "creditCardNameOnCard": "string",
      "creditCardExpirationDate": "string",
      "creditCardCVV": "string"
    },
    "skipBalanceCheck": true
  },
  "processing": {
    "ach": {
      "processors": {
        "id": 0,
        "parameters": {
          "additionalProp1": "string",
          "additionalProp2": "string",
          "additionalProp3": "string"
        },
        "processor": "NoAcquirer"
      }
    },
    "creditCards": {
      "autoCapture": true,
      "giftCardsEnabled": true,
      "creditCardTypes": [
        "Visa"
      ],
      "threeDSecure": true,
      "processors": {
        "id": 0,
        "parameters": {
          "additionalProp1": "string",
          "additionalProp2": "string",
          "additionalProp3": "string"
        },
        "processor": "NoAcquirer"
      },
      "tokenization": [
        "External"
      ]
    },
    "currency": "USD",
    "fraudPreventionEnabled": true,
    "recurringBilling": {
      "autoRenewalEnabled": true,
      "recurringEngineEnabled": true,
      "subscriptionsEnabled": true
    },
    "transactionMode": "Processing"
  },
  "serviceProviderId": 0,
  "subAccountName": "string",
  "payoutCutOffHour": 0,
  "sumUpCutOffHour": 0,
  "merchantStatement": {
    "merchantNumber": "string",
    "merchantName": "string",
    "merchantDBA": "string",
    "autoDeliveryContactEmail": "string"
  }
}

Response


{
  "id": "Sub-Account Id",
  "name": "Sub-Account Name"
  "merchantIdFound": [
    "101.1",
    "101.2"
  ]
}
				
			
Still stuck? How can we help?
Was this page helpful? Yes No

How can we help?

© Amaryllis Payment Solutions, 2022  All rights reserved.