API Details
From Charitylog Manual
On this page you will find some technical details of the Dizions API that works with the system. This enables technical users capable of writing their own applications to interact with your data without having to log in to the web interface. It is a RESTful API using JSON over https. For prices, please call the office. To enable API users please see Users.
Contents
General Concepts
API Entities
API name | Description | Renamable in web app? | Typical names in web app |
---|---|---|---|
classification_codes | A tiered coding system used to classify done_contacts | Y | Classification code, enquiry codes |
clients | Organisations/people that are people, e.g. clients, staff volunteers etc. | Y | Clients, Service Users, Staff, Volunteers |
referrals | Groups of done_contacts and due_contacts | Y | Referrals, Cases, Enquiries |
done_contacts | Completed actions | N | Contacts |
due_contacts | Outstanding actions that typically make up the Action List in the web application | N | Outstanding actions |
extension_databases | Used to create your own data structures for forms etc | N | Extension Databases |
external_referrals | Referrals collected externally, e.g. a self-referral form on your website | N | Inbound Referrals |
relationship_details | Relationships between 2 people, e.g. parent, social worker, carer etc | N | Relationships |
schedules | Roster job cards | N | Jobs cards is not renamable, but the workers are, e.g. Home Helper Job Cards, Support Worker Job Cards etc |
workers | People who work on schedules | Y | Home Helpers, Support Workers, Carers |
project | A service your organisation provides | Y | Project, Service, Department |
template | A workflow, e.g. a collection of stages to guide you through a case | N | Template |
stage | A stage on a template, e.g. Initial Assessment | N | Stage |
Status | A broad grouping of a stage, e.g. Being Supported, Not For Reports etc | N | Status |
Other
Reading data (GETs)
Writing data (POSTs and PUTs)
Making the most of your data
Getting Started with Power Query with Excel
Getting Started with Power Query in Power BI Desktop
How to achieve more with Power Query