{"info":{"_postman_id":"12d60319-660e-4a86-acdc-3a3d278d43d6","name":"API CRMconnect","description":"<html><head></head><body><h1 id=\"crmconnect-api-postman-documentation\">CRMconnect API - Postman Documentation</h1>\n<h2 id=\"1-general-setup-in-postman\">1) General setup in Postman</h2>\n<p>Use these collection/environment variables:</p>\n<ul>\n<li><p><code>client_instance</code> = <code>https://client-domain.tld</code></p>\n</li>\n<li><p><code>base_url</code> = <code>{{client_instance}}/api/</code></p>\n</li>\n<li><p><code>authtoken</code> = token copied from <code>{{client_instance}}/admin/api/api_management</code></p>\n</li>\n<li><p><code>resource</code> = dynamic resource name (example: <code>customers</code>, <code>invoices</code>, <code>projects</code>)</p>\n</li>\n<li><p><code>record_id</code> = numeric id</p>\n</li>\n<li><p><code>search_key</code> = search keyword</p>\n</li>\n</ul>\n<p>Auth header for all API requests:</p>\n<ul>\n<li><p>Header key: <code>authtoken</code></p>\n</li>\n<li><p>Header value: <code>{{authtoken}}</code></p>\n</li>\n</ul>\n<h2 id=\"2-where-to-get-authtoken\">2) Where to get authtoken</h2>\n<ol>\n<li><p>Open <code>{{client_instance}}/admin/api/api_management</code></p>\n</li>\n<li><p>Create/select API user/token from management screen</p>\n</li>\n<li><p>Copy token in Postman variable <code>authtoken</code></p>\n</li>\n<li><p>Send requests with header <code>authtoken: {{authtoken}}</code></p>\n</li>\n</ol>\n<h2 id=\"3-global-route-patterns\">3) Global route patterns</h2>\n<p>Base route:</p>\n<ul>\n<li><code>{{base_url}}</code> already contains <code>/api/</code></li>\n</ul>\n<p>Standard API patterns:</p>\n<ul>\n<li><p>List: <code>GET {{base_url}}{{resource}}?page=1&amp;per_page=50</code></p>\n</li>\n<li><p>Get one: <code>GET {{base_url}}{{resource}}/{{record_id}}</code></p>\n</li>\n<li><p>Search: <code>GET {{base_url}}{{resource}}/search/{{search_key}}</code></p>\n</li>\n<li><p>Create: <code>POST {{base_url}}{{resource}}</code></p>\n</li>\n<li><p>Update: <code>PUT {{base_url}}{{resource}}/{{record_id}}</code></p>\n</li>\n<li><p>Delete: <code>DELETE {{base_url}}delete/{{resource}}/{{record_id}}</code></p>\n</li>\n</ul>\n<p>WMS API patterns:</p>\n<ul>\n<li><p>List: <code>GET {{base_url}}wms/{{resource}}?page=1&amp;per_page=50</code></p>\n</li>\n<li><p>Get one: <code>GET {{base_url}}wms/{{resource}}/{{record_id}}</code></p>\n</li>\n<li><p>Search (where implemented): <code>GET {{base_url}}wms/{{resource}}/search/{{search_key}}</code></p>\n</li>\n<li><p>Create: <code>POST {{base_url}}wms/{{resource}}</code></p>\n</li>\n<li><p>Update: <code>PUT {{base_url}}wms/{{resource}}/{{record_id}}</code></p>\n</li>\n<li><p>Delete: <code>DELETE {{base_url}}wms/{{resource}}/{{record_id}}</code></p>\n</li>\n</ul>\n<h2 id=\"4-special-auth-endpoints\">4) Special auth endpoints</h2>\n<ul>\n<li><p><code>POST {{base_url}}login/auth</code></p>\n</li>\n<li><p><code>POST {{base_url}}login/view</code></p>\n</li>\n<li><p><code>POST {{base_url}}login/key</code></p>\n</li>\n</ul>\n<p>Note: in production flow, use token from <code>admin/api/api_management</code> as requested.</p>\n<h2 id=\"5-core-api-resources-index\">5) Core API resources index</h2>\n<p>Use these values in <code>{{resource}}</code> for the standard patterns above.</p>\n<p><code>announcements</code>, <code>client_work_points</code>, <code>commodity_groups</code>, <code>commodity_subgroups</code>, <code>common</code>, <code>contacts</code>, <code>contract_types</code>, <code>contracts</code>, <code>countries</code>, <code>credit_notes</code>, <code>crm_active_package</code>, <code>crmpackages</code>, <code>currencies</code>, <code>customer_groups</code>, <code>customers</code>, <code>customersbygln</code>, <code>domaincheck</code>, <code>estimates</code>, <code>expense_categories</code>, <code>expenses</code>, <code>files</code>, <code>goals</code>, <code>initiate_enrollment</code>, <code>inventory</code>, <code>invoices</code>, <code>item_categories</code>, <code>items</code>, <code>job_types</code>, <code>ka_omn_invoices</code>, <code>ka_omn_manage_delivery</code>, <code>ka_omn_orders</code>, <code>ka_omn_recadv</code>, <code>key</code>, <code>lead_sources</code>, <code>lead_statuses</code>, <code>leads</code>, <code>marketing_campaigns</code>, <code>milestones</code>, <code>modulesapi</code>, <code>omn_orders</code>, <code>opportunities</code>, <code>opportunity_statuses</code>, <code>options</code>, <code>orders</code>, <code>overview</code>, <code>packages_activate</code>, <code>payments</code>, <code>projects</code>, <code>proformas</code>, <code>proposals</code>, <code>register_crm</code>, <code>reminders</code>, <code>staffs</code>, <code>states</code>, <code>surveys</code>, <code>tags</code>, <code>tasks</code>, <code>taxes</code>, <code>tickets</code>, <code>units</code>, <code>update_profile</code>, <code>warehouses</code></p>\n<h2 id=\"6-wms-resources-index\">6) WMS resources index</h2>\n<p>Use these values in <code>{{resource}}</code> with <code>/wms/</code> prefix:</p>\n<p><code>warehouse_manage</code>, <code>commodity_list</code>, <code>manage_purchase</code>, <code>manage_delivery</code>, <code>goods_issue_note</code>, <code>manage_packing_list</code>, <code>manage_internal_delivery</code>, <code>loss_adjustment</code>, <code>physical_inventory</code>, <code>manage_order_return_delivery</code>, <code>manage_order_return_receipt</code>, <code>warehouse_history</code></p>\n<p>Notes:</p>\n<ul>\n<li><p><code>warehouse_history</code> is read-only (GET list / GET one), write methods return not allowed.</p>\n</li>\n<li><p><code>commodity_list</code> supports search endpoint.</p>\n</li>\n</ul>\n<h2 id=\"7-pagination-and-common-query-params\">7) Pagination and common query params</h2>\n<p>Common list query params:</p>\n<ul>\n<li><p><code>page</code> (default 1)</p>\n</li>\n<li><p><code>per_page</code> (default controller value; max enforced by API)</p>\n</li>\n<li><p>optional module-specific filters depending on endpoint</p>\n</li>\n</ul>\n<h2 id=\"8-common-response-shape\">8) Common response shape</h2>\n<p>Typical success list:</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code class=\"language-json\">{\n  \"status\": true,\n  \"data\": [],\n  \"total_results\": 0,\n  \"page\": 1,\n  \"per_page\": 50,\n  \"results\": 0,\n  \"last_page\": 0,\n  \"has_next_page\": false\n}\n\n</code></pre>\n<p>Typical success get-by-id (WMS documents):</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code class=\"language-json\">{\n  \"status\": true,\n  \"data\": {},\n  \"details\": [],\n  \"references\": {}\n}\n\n</code></pre>\n<p>Typical error:</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code class=\"language-json\">{\n  \"status\": false,\n  \"message\": \"No data were found\"\n}\n\n</code></pre>\n<h2 id=\"9-suggested-postman-folder-structure\">9) Suggested Postman folder structure</h2>\n<ol>\n<li><p><code>00 - Setup &amp; Auth</code></p>\n</li>\n<li><p><code>01 - Core API Templates</code></p>\n</li>\n<li><p><code>02 - Core API Resources</code></p>\n</li>\n<li><p><code>03 - WMS API Resources</code></p>\n</li>\n<li><p><code>99 - Troubleshooting</code></p>\n</li>\n</ol>\n<p>Inside <code>01 - Core API Templates</code>, create 6 requests using <code>{{resource}}</code> and <code>{{record_id}}</code>:</p>\n<ul>\n<li><p>List</p>\n</li>\n<li><p>Get one</p>\n</li>\n<li><p>Search</p>\n</li>\n<li><p>Create</p>\n</li>\n<li><p>Update</p>\n</li>\n<li><p>Delete</p>\n</li>\n</ul>\n<p>This gives full coverage quickly for all resources.</p>\n<h2 id=\"10-troubleshooting-checklist\">10) Troubleshooting checklist</h2>\n<ul>\n<li><p>401/403: token invalid, missing, or expired</p>\n</li>\n<li><p>404: resource not found, wrong <code>record_id</code>, or endpoint not implemented in that controller</p>\n</li>\n<li><p>405: method not allowed for that endpoint</p>\n</li>\n<li><p>Empty data: verify filters, permissions, and existing records in client instance</p>\n</li>\n<li><p>WMS access: warehouse module must be active</p>\n</li>\n</ul>\n</body></html>","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[{"content":"CRMconnect API - Postman Documentation","slug":"crmconnect-api-postman-documentation"}],"owner":"10608325","collectionId":"12d60319-660e-4a86-acdc-3a3d278d43d6","publishedId":"2sA3JDi6Cx","public":true,"customColor":{"top-bar":"FFFFFF","right-sidebar":"303030","highlight":"FF6C37"},"publishDate":"2024-05-01T08:58:21.000Z"},"item":[{"name":"Clients","item":[{"name":"Add New Client","id":"bb8f7ad4-03eb-4047-b190-31cdf28c29a1","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth","isInherited":false},"method":"POST","header":[{"key":"authtoken","value":"{{authtoken}}","type":"text"}],"body":{"mode":"formdata","formdata":[{"key":"company","value":"CRMCONNECT LTD","type":"text"},{"key":"vat","value":"RO22819232","type":"text"},{"key":"phonenumber","value":"0123456789","type":"text"},{"key":"organization_email","value":"userapi@crmconnect.ro","type":"text"},{"key":"share_capital","value":"2000","type":"text"},{"key":"website","value":"www.crmconnect.ro","type":"text"},{"key":"default_currency","value":"3","type":"text"},{"key":"default_language","value":"romanian","type":"text"},{"key":"address","value":"Union St. No. 14","type":"text"},{"key":"city","value":"Brasov","type":"text"},{"key":"state","value":"142","type":"text"},{"key":"zip","value":"874621","type":"text"},{"key":"country","value":"142","type":"text"},{"key":"billing_street","value":"Union St. No. 14","type":"text"},{"key":"billing_city","value":"Brasov","type":"text"},{"key":"billing_state","value":"3307","type":"text"},{"key":"billing_zip","value":"874621","type":"text"},{"key":"billing_country","value":"142","type":"text"},{"key":"shipping_street","value":"Floreasca St. No. 24","type":"text"},{"key":"shipping_city","value":"Brasov","type":"text"},{"key":"shipping_state","value":"3307","type":"text"},{"key":"shipping_zip","value":"7222213","type":"text"},{"key":"shipping_country","value":"142","type":"text"},{"key":"groups_in[1]","value":"1","type":"text"},{"key":"groups_in[2]","value":"2","type":"text"},{"key":"custom_fields[customers][11]","value":"asd","type":"text","disabled":true},{"key":"credit_limit","value":"100","type":"text"},{"key":"payment_deadline","value":"30","description":"<p>Nr Days</p>\n","type":"text"},{"key":"customfields[customers_pkprt]","value":"Test","type":"text","disabled":true},{"key":"external_id","value":"500","type":"text"},{"key":"external_channel","value":"erp","type":"text","uuid":"6c55e39d-f048-4d36-85dd-d0b81e285896"}]},"url":"{{base_url}}customers","description":"<p>Add New Client</p>\n<p>Possible errors:</p>\n<p>StartFragment\"error\":</p>\n<p>{ \"state\": \"The State is not found.\",</p>\n<p>\"shipping_state\": \"The Shipping State is not found.\",</p>\n<p>\"billing_state\": \"The Billing State is not found.\",</p>\n<p>\"country\": \"The Country is not found.\",</p>\n<p>\"shipping_country\": \"The Shipping Country is not found.\",</p>\n<p>\"billing_country\": \"The Billing Country is not found.\" },</p>\n<p>EndFragment</p>\n","urlObject":{"host":["{{base_url}}customers"],"query":[],"variable":[]}},"response":[{"id":"6488b416-83b3-47d6-b707-938603eb106a","name":"Success","originalRequest":{"method":"POST","header":[{"key":"authtoken","value":"eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1c2VyIjoiY3Jpc3RpbWFuZWEiLCJuYW1lIjoiQ3Jpc3RpIE1hbmVhIiwicGFzc3dvcmQiOiIxMjM0NTY3OCIsIkFQSV9USU1F..."}],"body":{"mode":"formdata","formdata":[{"key":"company","value":"CRMCONNECT LTD","type":"text","description":"Mandatory (VARCHAR 191)"},{"key":"vat","value":"RO2281923","type":"text","description":"(VARCHAR 50)"},{"key":"phonenumber","value":"0123456789","type":"text","description":"(VARCHAR 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100)","type":"text"},{"key":"billing_state","value":"3307","description":"INT","type":"text"},{"key":"billing_zip","value":"874621","description":"(VARCHAR 100)","type":"text"},{"key":"billing_country","value":"142","description":"INT","type":"text"},{"key":"shipping_street","value":"Floreasca St. No. 24","description":"(VARCHAR 100)","type":"text"},{"key":"shipping_city","value":"Brasov","description":"(VARCHAR 100)","type":"text"},{"key":"shipping_state","value":"3307","description":"INT","type":"text"},{"key":"shipping_zip","value":"7222213","description":"(VARCHAR 100)","type":"text"},{"key":"shipping_country","value":"142","description":"INT","type":"text"},{"key":"groups_in[1]","value":"1","description":"List array with id groups","type":"text"},{"key":"groups_in[2]","value":"2","description":"List array with id groups","type":"text"},{"key":"custom_fields[customers][11]","value":"","type":"text"}]},"url":"{{base_url}}customers"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 30 Apr 2024 12:17:42 GMT"},{"key":"Server","value":"Apache"},{"key":"Expires","value":"Thu, 19 Nov 1981 08:52:00 GMT"},{"key":"Cache-Control","value":"no-store, no-cache, must-revalidate"},{"key":"Pragma","value":"no-cache"},{"key":"Vary","value":"Accept-Encoding,User-Agent"},{"key":"Content-Encoding","value":"gzip"},{"key":"Strict-Transport-Security","value":"max-age=31536000"},{"key":"Content-Length","value":"79"},{"key":"Keep-Alive","value":"timeout=5, max=100"},{"key":"Connection","value":"Keep-Alive"},{"key":"Content-Type","value":"application/json; charset=utf-8"}],"cookie":[],"responseTime":null,"body":"{\n    \"status\": true,\n    \"message\": \"Client add successful.\",\n    \"id\": 3038\n}"},{"id":"0a6d679f-9b90-4ceb-85ce-0abf42416034","name":"Error","originalRequest":{"method":"POST","header":[{"key":"authtoken","value":"{{authtoken}}","type":"text"}],"body":{"mode":"formdata","formdata":[{"key":"company","value":"CRMCONNECT LTD","type":"text","description":"Mandatory (VARCHAR 255)"},{"key":"vat","value":"vat","type":"text"},{"key":"phonenumber","value":"+4952 642 830","type":"text"},{"key":"website","value":"","type":"text"},{"key":"default_currency","description":"INT","type":"text","value":""},{"key":"default_language","value":"","type":"text"},{"key":"address","value":"","type":"text"},{"key":"city","value":"","type":"text"},{"key":"state","value":"4965","type":"text"},{"key":"zip","value":"","type":"text"},{"key":"country","value":"197","type":"text"},{"key":"billing_street","value":"","type":"text"},{"key":"billing_city","value":"","type":"text"},{"key":"billing_state","value":"4965","type":"text"},{"key":"billing_zip","value":"","type":"text"},{"key":"billing_country","value":"197","type":"text"},{"key":"shipping_street","value":"","type":"text"},{"key":"shipping_city","value":"","type":"text"},{"key":"shipping_state","value":"4965","type":"text"},{"key":"shipping_zip","value":"","type":"text"},{"key":"shipping_country","value":"197","type":"text"},{"key":"groups_in[1]","value":"1","type":"text"},{"key":"groups_in[2]","value":"2","type":"text"},{"key":"custom_fields[customers][11]","value":"","type":"text"}]},"url":"{{base_url}}customers"},"status":"Not Found","code":404,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 30 Apr 2024 12:25:14 GMT"},{"key":"Server","value":"Apache"},{"key":"Expires","value":"Thu, 19 Nov 1981 08:52:00 GMT"},{"key":"Cache-Control","value":"no-store, no-cache, must-revalidate"},{"key":"Pragma","value":"no-cache"},{"key":"Vary","value":"Accept-Encoding,User-Agent"},{"key":"Content-Encoding","value":"gzip"},{"key":"Strict-Transport-Security","value":"max-age=31536000"},{"key":"Content-Length","value":"176"},{"key":"Keep-Alive","value":"timeout=5, max=100"},{"key":"Connection","value":"Keep-Alive"},{"key":"Content-Type","value":"application/json; charset=utf-8"}],"cookie":[],"responseTime":null,"body":"{\n    \"status\": false,\n    \"error\": {\n        \"state\": \"The State is not found.\",\n        \"shipping_state\": \"The Shipping State is not found.\",\n        \"billing_state\": \"The Billing State is not found.\",\n        \"country\": \"The Country is not found.\",\n        \"shipping_country\": \"The Shipping Country is not found.\",\n        \"billing_country\": \"The Billing Country is not found.\"\n    },\n    \"message\": \"<p>The State is not found.</p>\\n<p>The Shipping State is not found.</p>\\n<p>The Billing State is not found.</p>\\n<p>The Country is not found.</p>\\n<p>The Shipping Country is not found.</p>\\n<p>The Billing Country is not found.</p>\\n\"\n}"}],"_postman_id":"bb8f7ad4-03eb-4047-b190-31cdf28c29a1"},{"name":"Update Client","id":"0ea57ec1-88e0-4f1f-84c6-219f1c859fe9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth","isInherited":false},"method":"PUT","header":[{"key":"authtoken","value":"{{authtoken}}","type":"text"}],"body":{"mode":"raw","raw":"{\r\n    \"company\": \"Full Box232\",\r\n    \"vat\": \"Full Box\",\r\n    \"country\" : 2,\r\n    \"groups_in\": [\r\n        \"1\",\r\n        \"2\",\r\n        \"3\",\r\n        \"4\"\r\n    ],\r\n    \"custom_fields\": {\r\n        \"customers\": {\r\n            \"11\": \"1\"\r\n        }\r\n    },\r\n    \"external_id\" : 2,\r\n    \"external_channel\" : \"erp\"\r\n}","options":{"raw":{"language":"json"}}},"url":"{{base_url}}customers/:id","description":"<p>You can edit Client</p>\n","urlObject":{"path":[":id"],"host":["{{base_url}}customers"],"query":[],"variable":[{"type":"any","value":"1","key":"id"}]}},"response":[{"id":"c08db302-5f0e-4aae-b552-8f125aa715b8","name":"Error","originalRequest":{"method":"PUT","header":[{"key":"authtoken","value":"eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1c2VyIjoiY3Jpc3RpbWFuZWEiLCJuYW1lIjoiQ3Jpc3RpIE1hbmVhIiwicGFzc3dvcmQiOiIxMjM0NTY3OCIsIkFQSV9USU1F..."}],"body":{"mode":"raw","raw":"{\r\n    \"company\": \"CMR SRL\",\r\n    \"vat\": \"RO8888877\",\r\n    \"country\" : 2,\r\n    \"groups_in\": [\r\n        \"1\",\r\n        \"2\",\r\n        \"3\",\r\n        \"4\"\r\n    ]\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{base_url}}customers/:id","host":["{{base_url}}customers"],"path":[":id"],"variable":[{"key":"id","value":"2"}]}},"status":"Not Found","code":404,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 01 May 2024 08:00:18 GMT"},{"key":"Server","value":"Apache"},{"key":"Expires","value":"Thu, 19 Nov 1981 08:52:00 GMT"},{"key":"Cache-Control","value":"no-store, no-cache, must-revalidate"},{"key":"Pragma","value":"no-cache"},{"key":"Set-Cookie","value":"csrf_cookie_name=8ed897a656a310f40f6b78d0d606f266; expires=Wed, 01-May-2024 09:01:18 GMT; Max-Age=3660; path=/"},{"key":"Vary","value":"Accept-Encoding,User-Agent"},{"key":"Content-Encoding","value":"gzip"},{"key":"Strict-Transport-Security","value":"max-age=31536000"},{"key":"Content-Length","value":"162"},{"key":"Keep-Alive","value":"timeout=5, max=100"},{"key":"Connection","value":"Keep-Alive"},{"key":"Content-Type","value":"application/json; charset=utf-8"}],"cookie":[],"responseTime":null,"body":"{\n    \"status\": false,\n    \"error\": {\n        \"company\": \"This Company already exists please enter another Company\",\n        \"vat\": \"The Vat field must contain a unique value.\"\n    },\n    \"message\": \"<p>This Company already exists please enter another Company</p>\\n<p>The Vat field must contain a unique value.</p>\\n\"\n}"},{"id":"2dd3107d-1921-489f-aeff-f121d9571f96","name":"Success","originalRequest":{"method":"PUT","header":[{"key":"authtoken","value":"{{authtoken}}","type":"text"}],"body":{"mode":"raw","raw":"{\r\n    \"company\": \"CRM Connect SRL\",\r\n    \"vat\": \"RO88888778\",\r\n    \"country\" : 2,\r\n    \"groups_in\": [\r\n        \"1\",\r\n        \"2\",\r\n        \"3\",\r\n        \"4\"\r\n    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