Difference between revisions of "API: Creating Records"

From Charitylog Manual
Jump to: navigation, search
 
(4 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
[[API Details| Go to API overview]]
 
[[API Details| Go to API overview]]
  
[[File:helpheader_small.png|right]]
+
To create a new record, you will need to do what is referred to as a [PUT] request. For the [PUT] request to work, it relies on having fields within the body of the record. Most of of those will be mandatory fields.
 
 
To create a record you need to do a [PUT] request, with fields in the body. Many of these will have a selection of mandatory fields.
 
  
 
Create a client:
 
Create a client:
  
[PUT] https://api.dizions.co.uk/v2/clients
+
[PUT] https<nowiki/>://api.dizions.co.uk/v2/clients
  
Create a client by an external ID (e.g a reference to the client in another system):
+
Create a client using an external ID (e.g if a client is also recorded in another system):
  
[PUT] https://api.dizions.co.uk/v2/clients/external_id/EXTERNAL_ID
+
[PUT] https<nowiki/>://api.dizions.co.uk/v2/clients/external_id/EXTERNAL_ID
  
Create a referral (Record a Contact):
+
Create a referral (Also known as Record a Contact):
  
[PUT] https://api.dizions.co.uk/v2/referrals
+
[PUT] https<nowiki/>://api.dizions.co.uk/v2/referrals
  
 
Create a due contact (incomplete action) for a referral:
 
Create a due contact (incomplete action) for a referral:
  
[PUT] https://api.dizions.co.uk/v2/due_contacts/referral/REFERRAL_ID
+
[PUT] https<nowiki/>://api.dizions.co.uk/v2/due_contacts/referral/REFERRAL_ID
  
 
----
 
----

Latest revision as of 16:44, 29 November 2024

Go to API overview

To create a new record, you will need to do what is referred to as a [PUT] request. For the [PUT] request to work, it relies on having fields within the body of the record. Most of of those will be mandatory fields.

Create a client:

[PUT] https://api.dizions.co.uk/v2/clients

Create a client using an external ID (e.g if a client is also recorded in another system):

[PUT] https://api.dizions.co.uk/v2/clients/external_id/EXTERNAL_ID

Create a referral (Also known as Record a Contact):

[PUT] https://api.dizions.co.uk/v2/referrals

Create a due contact (incomplete action) for a referral:

[PUT] https://api.dizions.co.uk/v2/due_contacts/referral/REFERRAL_ID