How to Transfer Service from Personal Ownership to Corporate/Business Ownership (Same Carrier)
This tutorial provides step-by-step instructions for transferring ownership of an existing service asset from a personal account to a corporate/business account. This transaction type requires that the target business owner supports the same service provider (i.e., carrier). If the carrier is not supported, the Transfer Service In and Port transaction type should be used instead.
NOTE: This transaction type may not be supported by all Tangoe backend systems. Please contact your Tangoe representative if you are unable to successfully submit your order request.
Authentication
This API uses the OAuth 2 standard for authentication. Specifically, it supports two grant types: Implicit and Resource Owner Password Credentials. For details regarding how to use this standard to authenticate when making your API calls, please refer to the Security and Authentication page.
Step 1. Build the request body that is required.
Next, you will need to compile the JSON that will be submitted in the request body. This JSON includes all of the data that the backend system requires to process this order.
For a XFER_SERVICE_IN, this JSON typically includes the following pieces:
-
Transaction type (i.e., XFER_SERVICE_IN).
-
Vendor ID for the service provider (carrier) for the personal account being transferred.
-
Region ID for the country in which the device and/or service will be used. This ID can be obtained via the /regions resource.
-
The postal code for the zone in which the device and/or service will be used. (Note: this is only required when the selected region is the United States of America.)
- Shopping cart object containing the IDs for what is being ordered (i.e., devices, plans, features, and/or accessories). These IDs can be obtained via the catalog-specific resources (i.e., /catalog/devices, /catalog/plans, /catalog/accessories).
- Optional feature IDs for a specific plan can be obtained from the /catalog/plans/{id} resource.
-
All required and optional order properties. Refer to the Obtaining Order Properties page for steps how to identify the properties that are relevant for your order. Also, refer to this same page for instructions for submitting an “other/none of the above” value.
-
Shipping information. This is required for orders that include physical items. Refer to the Formatting an Address page for steps how to assemble the shipping components that are required to assemble a valid shipping address.
- All required acknowledgements. Pass the ID for each acknowledgement, along with the boolean property set to TRUE to indicate user acceptance. Refer to the Obtaining Order Acknowledgements page for steps how to identify the acknowledgements that are required by the vendor (carrier).
Here is an example of what the fully-assembled request body JSON might look like:
{
"orderRequest": {
"externalOrderNumber": "AZ99087547-001",
"transactionType": "XFER_SERVICE_IN",
"currentVendorId": "888",
"regionId": "70144222",
"postalCode": "06484",
"shoppingCart": {
"deviceId": "37948999",
"planId": "123454111",
"accessoryIds": ["123","456"]
},
"properties": [
{
"groupId": "MISCELLANEOUS",
"fields": [
{
"id": "CARRIER_ACCT_NUMBER",
"type": "TEXT",
"text": "12345"
},
{
"id": "CONTACT_NUMBER",
"type": "TEXT",
"text": "2035558888"
},
{
"id": "NAME_ON_INVOICE",
"type": "TEXT",
"text": "Peter Edwards"
},
{
"id": "ADDITIONAL_INSTRUCTIONS",
"type": "TEXT",
"text": "Please confirm transfer with account holder"
},
{
"id": "PERSONAL_EMAIL",
"type": "TEXT",
"text": "peter.edwards@example.com"
},
{
"id": "SERVICE_NUMBER",
"type": "TEXT",
"text": "2035551111"
}
]
}
],
"shipTo": {
"name": "Peter Edwards",
"regionId": "70144222",
"address": [
{
"id" : "LINE_1",
"label" : "Address Line1",
"value" : "One Waterview Drive"
},
{
"id" : "CITY",
"label" : "City/Town/Locality",
"value" : "Shelton"
},
{
"id" : "STATE",
"label" : "State",
"value" : "Connecticut"
},
{
"id" : "POSTAL_CODE",
"label" : "Postal Code",
"value" : "06484"
}
],
"expedite": false
},
"acknowledgements": [
{
"id": "SHARED_PLAN",
"boolean": true
},
{
"id": "LIABILITY_TRANSFER",
"boolean": true
}
]
}
}
Step 2. Set required request headers.
There are multiple HTTP headers that may be passed as part of your API request. They are used to confirm that the caller is authorized to make this request, along with optional filtering (when appropriate). See the Request Headers page for more information about our supported headers.
Required Headers:
-
X-TNGO-TENANT - Used to identify the specific tenant (i.e., customer) for which the API is being called.
-
client_id - Used to identify your client application as the one calling the API.
-
Authorization - Used to obtain access to the API. For all API calls, pass “Bearer <insert access token string>”.
Optional Headers:
-
X-TNGO-CONTEXT-COMPANYEMPLOYEEID – The employee ID assigned by the tenant/customer (e.g., employee’s email address, etc.). Used to change context. Refer to the Setting Context page for additional instructions.
-
X-TNGO-CONTEXT-EMPLOYEEID – The employee ID assigned by Tangoe. Used to change context. Refer to the Setting Context page for additional instructions.
-
X-TNGO-CONTEXT-HIERARCHYID – The Tangoe-assigned ID that is used to specify the organizational hierarchy to be used for the API call.
Step 3. Indicate if you wish to obtain an order confirmation.
Prior to submitting the order for vendor processing, you will probably want to first obtain an order confirmation. The confirmation returns all of the IDs passed in with the request body, along with the human-readable data that fully describes what was referenced by those IDs (e.g., device name, vendor, price). This is useful for API consumers who wish to present the order request back to their end user so they can verify it for accuracy.
To obtain a confirmation, set the confirm query parameter to true.
Step 4. Obtain the order confirmation by calling the /orders endpoint via HTTP POST.
Your request, containing the JSON request body and confirm query parameter set to true, is now ready. Submit it via the HTTP POST method to the /orders endpoint.
If successful, the API will return a response with a 200 HTTP status code and containing JSON that fully describes the identifiers that were submitted. This data can then be presented back to the end user for verification and correction (if necessary).
Here is an example of what the order confirmation response might look like:
{
"orderConfirmation" : {
"accountHolder" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/employees/28691777"
},
"companyEmployeeId" : "peter.edwards",
"department" : {
"id" : "11569020333",
"name" : "Development"
},
"email" : "peter.edwards@example.com",
"firstName" : "Peter",
"id" : "28691777",
"lastName" : "Edwards",
"officePhone" : "2035551234",
"status" : "ACTIVE"
},
"acknowledgements" : [
{
"boolean" : true,
"id" : "SHARED_PLAN"
},
{
"boolean" : true,
"id" : "LIABILITY_TRANSFER"
}
],
"costSummary" : [
{
"amount" : 222.48,
"currencyCode" : "USD",
"recurrence" : "ONETIME"
},
{
"amount" : 58.67,
"currencyCode" : "USD",
"recurrence" : "MONTHLY"
}
],
"currentVendor" : {
"id" : "888",
"logoUrl" : "https://cdn.tangoe.com/images/carrier/logo_VER.gif",
"name" : "Verizon Wireless"
},
"externalOrderNumber" : "AZ99087547-001",
"postalCode" : "06484",
"properties" : [
{
"fields" : [
{
"id" : "CARRIER_ACCT_NUMBER",
"label" : "Carrier Account Number",
"text" : "12345",
"type" : "TEXT"
},
{
"id" : "CONTACT_NUMBER",
"label" : "Contact Phone Number",
"text" : "2035558888",
"type" : "TEXT"
},
{
"id" : "NAME_ON_INVOICE",
"label" : "Name on Invoice",
"text" : "Peter Edwards",
"type" : "TEXT"
},
{
"id" : "ADDITIONAL_INSTRUCTIONS",
"label" : "Additional Instructions",
"text" : "Please confirm transfer with account holder",
"type" : "TEXT"
},
{
"id" : "PERSONAL_EMAIL",
"label" : "Personal E-mail Address",
"text" : "peter.edwards@example.com",
"type" : "TEXT"
},
{
"id" : "SERVICE_NUMBER",
"label" : "Service Number",
"text" : "2035551111",
"type" : "TEXT"
}
],
"groupId" : "MISCELLANEOUS"
}
],
"region" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/regions/70144222"
},
"id" : "70144222",
"name" : "United States"
},
"requestedBy" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/employees/28691777"
},
"companyEmployeeId" : "peter.edwards",
"department" : {
"id" : "11569020333",
"name" : "Development"
},
"email" : "peter.edwards@example.com",
"firstName" : "Peter",
"id" : "28691777",
"lastName" : "Edwards",
"officePhone" : "2035551234",
"status" : "ACTIVE"
},
"shipTo": {
"name": "Peter Edwards",
"regionId": "70144222",
"address": [
{
"id" : "LINE_1",
"label" : "Address Line1",
"value" : "One Waterview Drive"
},
{
"id" : "CITY",
"label" : "City/Town/Locality",
"value" : "Shelton"
},
{
"id" : "STATE",
"label" : "State",
"value" : "Connecticut"
},
{
"id" : "POSTAL_CODE",
"label" : "Postal Code",
"value" : "06484"
}
],
"expedite": false
},
"shoppingCart" : {
"accessories" : [
{
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/catalog/accessories/3628939000"
},
"id" : "3628939000",
"imageUrl" : "https://cdn.tangoe.com/images/devices/VER/EMICUSBDTVL_F_m.jpg",
"manufacturer" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/manufacturers/Verizon%20Wireless"
},
"id" : "Verizon Wireless",
"logoUrl" : "https://cdn.tangoe.com/images/manufacturers/Verizon%20Wireless.gif",
"name" : "Verizon Wireless"
},
"name" : "Verizon Wireless Rapid Wall Charger for Micro USB (EMICUSBDTVL-F)",
"price" : {
"amount" : 22.49,
"currencyCode" : "USD",
"recurrence" : "ONETIME"
},
"vendor" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/vendors/888"
},
"id" : "888",
"logoUrl" : "https://cdn.tangoe.com/images/carrier/logo_VER.gif",
"name" : "Verizon Wireless"
}
}
],
"device" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/catalog/devices/1263727444"
},
"id" : "1263727444",
"imageUrl" : "https://cdn.tangoe.com/images/devices/VER/sam_gal_s4_blk_l.jpg",
"manufacturer" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/manufacturers/Samsung"
},
"id" : "Samsung",
"logoUrl" : "https://cdn.tangoe.com/images/manufacturers/Samsung.gif",
"name" : "Samsung"
},
"name" : "Samsung Galaxy S4 (16GB) - Black Mist",
"price" : {
"amount" : 199.99,
"currencyCode" : "USD",
"recurrence" : "ONETIME"
},
"vendor" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/vendors/888"
},
"id" : "888",
"logoUrl" : "https://cdn.tangoe.com/images/carrier/logo_VER.gif",
"name" : "Verizon Wireless"
}
},
"plan" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/catalog/plans/123454111"
},
"id" : "123454111",
"includedFeatures" : [
{
"description" : "Total Equipment Coverage"
},
{
"description" : "VZ Navigator"
},
{
"description" : "Base Package"
}
],
"name" : "Nationwide for Business Talk Share Plan",
"optionalFeatures" : [ ],
"price" : {
"amount" : 58.67,
"currencyCode" : "USD",
"recurrence" : "MONTHLY"
},
"vendor" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/vendors/888"
},
"id" : "888",
"logoUrl" : "https://cdn.tangoe.com/images/carrier/logo_VER.gif",
"name" : "Verizon Wireless"
}
},
"quantity" : 1
},
"transactionType" : "XFER_SERVICE_IN"
},
"status" : "SUCCESS"
}
Step 5. Submit order request.
Once the request has been confirmed, it can be re-submitted for processing via HTTP POST. Before submitting, be sure to set the confirm query parameter to false (or remove it, since the default is false).
If the submission is successful, the API will once again return a response containing JSON with an HTTP status code of 200. This response also will include the newly-assigned order number (i.e., orderId).
Here is an example of what the order response might look like:
{
"order" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/orders/13298555"
},
"accountHolder" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/employees/28691777"
},
"companyEmployeeId" : "peter.edwards",
"department" : {
"id" : "11569020333",
"name" : "Development"
},
"email" : "peter.edwards@example.com",
"firstName" : "Peter",
"id" : "28691777",
"lastName" : "Edwards",
"officePhone" : "2035551234",
"status" : "ACTIVE"
},
"dateSubmitted" : "2018-09-26T21:09:38Z",
"externalOrderNumber" : "AZ99087547-001",
"orderId" : "13298555",
"orderSegments" : {
"items" : [
{
"_meta" : {
"hrefHistory" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/orders/
13298555/history?orderSegment=13298556",
"hrefShipments" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/orders/
13298555/shipments?orderSegment=13298556"
},
"accessories" : [ ],
"device" : {
"imageUrl" : "https://cdn.tangoe.com/images/devices/ATT/apple_iphone7.jpg",
"manufacturer" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/manufacturers/Apple"
},
"id" : "Apple",
"logoUrl" : "https://cdn.tangoe.com/images/manufacturers/Apple.gif",
"name" : "Apple"
},
"name" : "Apple iPhone 7 Plus (32GB) - Silver",
"price" : {
"amount" : 299.99,
"currencyCode" : "USD",
"recurrence" : "ONETIME"
}
},
"features" : [ ],
"orderSegmentId" : "13298556",
"plan" : {
"name" : "AT&T Business Pooled Nation 450",
"optionalFeatures" : [ ],
"price" : {
"amount" : 44.99,
"currencyCode" : "USD",
"recurrence" : "MONTHLY"
}
},
"status" : "ORDER_SUBMITTED",
"vendor" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/vendors/111"
},
"id" : "111",
"logoUrl" : "https://cdn.tangoe.com/images/carrier/logo_ATT.gif",
"name" : "AT&T Mobility"
}
}
]
},
"properties" : [
{
"fields" : [
{
"id" : "CARRIER_ACCT_NUMBER",
"label" : "Carrier Account Number",
"text" : "12345",
"type" : "TEXT"
},
{
"id" : "CONTACT_NUMBER",
"label" : "Contact Phone Number",
"text" : "2035558888",
"type" : "TEXT"
},
{
"id" : "NAME_ON_INVOICE",
"label" : "Name on Invoice",
"text" : "Peter Edwards",
"type" : "TEXT"
},
{
"id" : "ADDITIONAL_INSTRUCTIONS",
"label" : "Additional Instructions",
"text" : "Please confirm transfer with account holder",
"type" : "TEXT"
},
{
"id" : "PERSONAL_EMAIL",
"label" : "Personal E-mail Address",
"text" : "peter.edwards@example.com",
"type" : "TEXT"
},
{
"id" : "SERVICE_NUMBER",
"label" : "Service Number",
"text" : "2035551111",
"type" : "TEXT"
}
],
"groupId" : "MISCELLANEOUS"
}
],
"requestedBy" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/employees/28691777"
},
"companyEmployeeId" : "peter.edwards",
"department" : {
"id" : "11569020333",
"name" : "Development"
},
"email" : "peter.edwards@example.com",
"firstName" : "Peter",
"id" : "28691777",
"lastName" : "Edwards",
"officePhone" : "2035551234",
"status" : "ACTIVE"
},
"shipTo" : {
"address" : [
{
"id" : "LINE_1",
"label" : "Address Line1",
"value" : "One Waterview Drive"
},
{
"id" : "CITY",
"label" : "City/Town/Locality",
"value" : "Shelton"
},
{
"id" : "STATE",
"label" : "State",
"value" : "Connecticut"
},
{
"id" : "POSTAL_CODE",
"label" : "Postal Code",
"value" : "06484"
}
],
"expedite" : false,
"name" : "Peter Edwards",
"region" : {
"_meta" : {
"href" : "https://tngo-mobproc.cloudhub.io/mobproc/v1/regions/70144222"
},
"id" : "70144222",
"name" : "United States"
}
},
"status" : "ORDER_SUBMITTED",
"transactionType" : "XFER_SERVICE_IN",
"updated" : "2018-09-26T21:00:22Z"
},
"status" : "SUCCESS"
}