Total Expert User API

Background

We’ve been given the greenlight to pull in Guaranteed Rate users via API

This will save us some time (to say the least) in uploading & managing users

New User API

https://developer.totalexpert.net/credentials#

Ending in 34204 – Red Arrow Connect – GRA

Ending in 53a6a – Red Arrow Connect (Primary GR)

Ending in 52674 – Stearns Lending

This will be a GET user function

I’m not sure how to best go about this, so we’ll need to discuss. Just like last sprint, this is top priority.

PATCH API

We just need to patch 5 fields currently.

https://totalexpert.net/login
totalexpert@boxandbestow.com
uwNE4KpNT2uFGn8*

PATCH https://public.totalexpert.net/v1/contacts/{{contact.id}}
{
"custom": [
{
"field_name": "boxandbestow_gift_sku",
"value": "{SKU name, ex: Gibson}"
},
{
"field_name": "boxandbestow_gift_url",
"value": "{print template URL}"
},
{
"field_name": "boxandbestow_gift_sent_date",
"value": “{Date of Order}”
}
{
"field_name": "boxandbestow_gift_sent ",
"value": “{Yes}”
}
{
"field_name": "boxandbestow_order_id",
"value": “{Order Id, ex:TE1234}”
}
{
"field_name": "boxandbestow_tracking_number",
"value": “Tracking number, not url, ex: 123456789012345}”
}
]
}

On a contact record, scroll down & click Custom. You will find the five records to update (the fifth in the screenshot is lower in the window)