TRADEVALUATION

Retrieves a paginated list of trade valuations for a given user and date range.

GET/api/v2/trade-valuations/list

Authentication

Choose one supported method for this request.

OAuth 2.0 client credentials

Parameters

pageNumberqueryinteger · int32

The page number to retrieve (1-based).

pageSizequeryinteger · int32

The number of records per page.

searchTermquerystring

Optional. Filters results by machine or company details — searches across Make, Model, Serial No, Stock No, and Company.

filterquerystring

Optional. Scopes the results by valuation status. Accepted values: * MyOpen — Valuations that are currently open. * MyPending — Valuations awaiting approval. * MyClosed — Valuations that have been completed or closed. * MyAll — All valuations regardless of status.

userIdqueryinteger · int32

Optional. The ID of the user whose valuations to retrieve. Defaults to the authenticated user if not provided.

daysqueryinteger · int32

Optional. The number of days back from today to include. Defaults to 30.

Responses

Standard response envelopeisSuccessmessageerrorsdata

Read the result from data. When isSuccess is false, errors lists what went wrong. Handling errors

Paginated

totalCountinteger · int32
- valuationIdinteger · int32
- recordIdinteger · int32
- recordTypestring
- inspectionNamestring
- inspectionIdinteger · int32
- inspectionTypestringnullable
- inspectionDatestring · datenullable
- inspectionUserIdinteger · int32
- equipmentIdinteger · int32
- equipmentNostringnullable
- equipmentParentstringnullable
- equipmentParentIdinteger · int32
- equipmentParentTypestringnullable
- lastSMUnumber · double
- machineDescriptionstringnullable
- makestringnullable
- modelstringnullable
- serialNostringnullable
- stockNostringnullable
- equipYearstringnullable
- equipmentDisplaystringnullable
- inspectionHoursnumber · double
- companystringnullable
- userIdinteger · int32
- bookValuenumber · doublenullable
- tradeValuenumber · doublenullable
- customerOffernumber · doublenullable
- overallowancenumber · doublenullable
- payoffAmountnumber · doublenullable
- reconditionEstimatenumber · doublenullable
- hourLimitnumber · doublenullable
- commentsstringnullable
- machineDescriptionFieldstringnullable
- field1number · doublenullable
- field2number · doublenullable
- field3number · doublenullable
- field4number · doublenullable
- field5number · doublenullable
- field6number · doublenullable
- field7number · doublenullable
- field8number · doublenullable
- field9number · doublenullable
- field10number · doublenullable
- repstringnullable
- approverstringnullable
- completeBystringnullable
- statusstringnullable
- statusIDinteger · int32
- canApproveboolean
- canEditboolean
- onQuoteboolean
- completeboolean
- activeboolean
- autoAwardboolean
- startDatestring · datenullable
- completeDatestring · datenullable
- expirationDatestring · datenullable
- enteredstring · date-timenullable
- lastModifiedstring · date-timenullable
- brokerNamestringnullable
- brokerContactNamestringnullable
pageCountinteger · int32
currentPageCountinteger · int32
nextPageNumberinteger · int32nullable
hasNextPageboolean

REQUEST EXAMPLE

curl --request GET \
  'https://apiv2.crmseries.com/api/v2/trade-valuations/list' \
  --header 'Authorization: Bearer YOUR_ACCESS_TOKEN'

Replace the uppercase placeholders and sample values with your integration values.

RESPONSE · 200

{
  "isSuccess": true,
  "message": "",
  "data": {
    "totalCount": 42,
    "data": [
      {
        "valuationId": 1024,
        "recordId": 1024,
        "recordType": "string",
        "inspectionName": "string",
        "inspectionId": 1024,
        "inspectionType": "string",
        "inspectionDate": "2026-01-15",
        "inspectionUserId": 1024,
        "equipmentId": 1024,
        "equipmentNo": "string",
        "equipmentParent": "string",
        "equipmentParentId": 1024,
        "equipmentParentType": "string",
        "lastSMU": 3250,
        "machineDescription": "string",
        "make": "Caterpillar",
        "model": "320",
        "serialNo": "CAT0320XABC12345",
        "stockNo": "STK-1001",
        "equipYear": "string",
        "equipmentDisplay": "string",
        "inspectionHours": 3250,
        "company": "Acme Equipment Co.",
        "userId": 1024,
        "bookValue": 125000.5,
        "tradeValue": 125000.5,
        "customerOffer": 1.5,
        "overallowance": 1.5,
        "payoffAmount": 125000.5,
        "reconditionEstimate": 1.5,
        "hourLimit": 1.5,
        "comments": "string",
        "machineDescriptionField": "string",
        "field1": 1.5,
        "field2": 1.5,
        "field3": 1.5,
        "field4": 1.5,
        "field5": 1.5,
        "field6": 1.5,
        "field7": 1.5,
        "field8": 1.5,
        "field9": 1.5,
        "field10": 1.5,
        "rep": "string",
        "approver": "string",
        "completeBy": "string",
        "status": "string",
        "statusID": 1024,
        "canApprove": true,
        "canEdit": true,
        "onQuote": true,
        "complete": true,
        "active": true,
        "autoAward": true,
        "startDate": "2026-01-15",
        "completeDate": "2026-01-15",
        "expirationDate": "2026-01-15",
        "entered": "2026-01-15T14:30:00Z",
        "lastModified": "2026-01-15T14:30:00Z",
        "brokerName": "string",
        "brokerContactName": "string"
      }
    ],
    "pageCount": 42,
    "currentPageCount": 42,
    "nextPageNumber": 1,
    "hasNextPage": true
  },
  "errors": []
}