This API allows creating your own front end or advanced integration into your systems to process files and folders managed by XP Azul.
\nPlease request your customer_id, token_key and customer_id_token directly from us to use the API. Throughout the documentation customer_id refers to you as the customer of xpAzul.
\nAll API calls must be over secure HTTPS.
\nFor added security send the customer_id, token_key and customer_id_token via POST, not as parameters in the URL.
\nAny other parameter, you may send either in the URL itself (HTTPS GET) or in the body of the HTTPS POST. HTTPS encrypts parameters in the URL anyway as they travel through the Internet but they are by default stored unencrypted in server access logs, browser history and referrer headers.
\nPlease be kind :)
\nIf you experience 403 forbidden messages it probably means the firewall has rate limited your requests for a few seconds; please add a 200 milisecond delay to your API calls and limit the amount of simultaneous requests to give the server some breathing room. If this delay is not acceptable please contact us to provision special infrastructure for your requirements.
\nWe don't offer a Sandbox environment as you would have to recreate all documents and templates in an alternate account for full testing. What we recommend is that you create a new user and call it for example \"Test user\", then you can assign all the created folders in your tests to that user using your own real documents and real templates. Once you are done testing, just archive all folders from this test user and in your code now assign the correct production user as the folder's owner (owner_id) and you're live!
\nIn our typical configuration, users only see their own folders (folders where they are the owner_id) so folders from the test user won't show up in other user accounts.
\nIf you would like to see what your code actually sends, you can use the tool https://pipedream.com/ to create a mock endpoint and view what your code sends.
\nUsually customers initially request
\nSend all the customer uploaded files to their archiving system as soon as they are uploaded. We don't really recommed this as documents must be validated first to be sure they are correct, so we suggest to wait until all the requirements inside a folder have been completed. This is because documents uploaded by the customer could be wrong and need to follow the correction flow inside xpAzul so your archiving system could end up with many incorrect documents. Also, we suggest waiting until all the folder has been successfully completed to make sure you only store documents from completed processes and not end up storing garbage. Documents usually only last 30-90 days before they legally expire so you don't really need to archive them for posterity in your own platform. At any time you can re-open a folder in XP Azul if you desire and continue from where you left off.
\nSend all the documents to their archiving platform and categorize them using their standards. This usually requieres allot of integration and technical effort and many customers sadly don't succeed. Our recommendation is to leave the documents inside xpAzul and just save a link to the folder inside your platform or a link to the specific requirement inside your platform. This is way much easier and simpler to do. Just store in system something like: https://sistema.expedienteazul.com/expedienteazul/folder/FOLDER_ID/edit/DOCUMENT_ID where you can leave DOCUMENT_ID empty and just link directly to the entire FOLDER_ID
\nWe do have a Zapier.com module that you can use, Zapier can be pricy in very large settings but for smaller operations it is very affordable and has great debugging tools and retry prolicies.
\nWhen we configured digital signature requirements for you, we sent you an email of the requirements that must have data and be valid in order to start a digital signature flow.
\nYou will need to get the document_id of each one of these requirements. In the web app, go to the Requirements section, find the requirement and select to edit. In the URL you will see a number, this will the the document_id.
\nYou will also need document_id of the requirement where you need to place the PDF file to sign, the name of this requirement was also supplied in the email.
\nUsing the Update document meta data endpoint you can update the name (field_id:1) and email (field_id:2) of a party who needs to sign and Update the status of a document to set the status to valid. The document_ids required for each flow are the ones you obtained in the previous section. It is possible you will need to call the Update document meta data endpoint various times, one for each signer as each signer will be in a different document_id.
\nFinally, after configuring the signers, upload the PDF to sign to the signature requirement using the Upload file endpoint. Accessing this requirement from the document vault should produce the signature screen.
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\nIf you want to associate a boss to a user, you will need the user_id of the boss. To get the user_id of the boss, login to the system, select the users module (requires administrator privileges) and edit the user who you want to setup as the boss. In the browser's address bar you will see something like:\nexpedienteazul/user/1537/edit
The user_id is 1537 so if you want this user to be the boss of the new user you acre creating, set the boss_user_id to 1537 in this example
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Azure Active Directory is now deprecated.
\nStandard user managament is done by users with the Administrator role, however this role can also modify platform requirements and templates. In certain environments user management is delegated to an IT role while platform management is delegated to a business role. For this case write to us so we can create a specific user with the \"is_access_control\" role to create seperate users for user management and platform configuration.
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\nPlease request your customer_id_token directly from us to use this subset of the API, this is a different authtentication mechanism than from the regular API, the parameter must be sent as a field via POST, not as parameters in the URL.
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\nAfter the folder is created, the public access link will be
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The above link will ask the user for credentials when a document or other data has been uploaded to a requirement. If you would like to handle validation on your own, refer to the \"Get Folder Authenticated Link\" endpoint.
\nYou may obtain a template_id by logging into the system, selecting the templates module (requires administrator privileges) and editing a template. In the browser's address bar you will see something like:
expedienteazul/template/395/edit
The template_id is this example would be 395
The owner_id works in the same way, selecting the users module (requires administrator privileges) and edit a user. In the browser's address bar you will see something like:
expedienteazul/user/1537/edit
The user_id is 1537 so if you want this user to be the owner of the folder, set the owner_id to 1537 in this example
(Required) The Id of the template of documents that will be assigned to this folder to be collected.
\n","type":"text/plain"},"key":"template_id","value":"2"},{"description":{"content":"In case this folder extends or is related to another one, place the parent folder number here
\n","type":"text/plain"},"key":"parent_folder","value":"14118"},{"description":{"content":"(Required)
\n","type":"text/plain"},"key":"name","value":"Roberto Ibarra API"},{"description":{"content":"(Required), the email of the person who will upload the documentation
\n","type":"text/plain"},"key":"email","value":"test@expedienteazul.com"},{"description":{"content":"(Required), the id of the user assigned to review the information in this folder
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\n","type":"text/plain"},"key":"notes","value":"New notes"},{"description":{"content":"0 to disable notifications, 1 to activate notifications
\n","type":"text/plain"},"key":"notifications","value":"1"},{"description":{"content":"Send notification emails every X days; emails are only sent from monday through friday
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\n","type":"text/plain"},"key":"phone_country_code","value":"52"},{"description":{"content":"Currently used to store a phone to use the Whatsapp reminders feature (Required if country code is set)
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\n","urlObject":{"protocol":"https","path":["api","folder","edit-folder"],"host":["{{api_domain}}"],"query":[{"disabled":true,"key":"token_key","value":"{{auth_token}}"},{"disabled":true,"key":"customer_id","value":"{{customer_id}}"},{"key":"folder_id","value":"20969"},{"description":{"content":"0 to remove parent folder field value
\n","type":"text/plain"},"key":"parent_folder","value":"20963"},{"key":"name","value":"Roberto Ibarra name changed"},{"key":"email","value":"emailchange@expedienteazul.com"},{"key":"owner_id","value":"242"},{"description":{"content":"0 for inactive (archived), 1 for active
\n","type":"text/plain"},"key":"active","value":"0"},{"description":{"content":"0 to disable notifications, 1 to activate notifications
\n","type":"text/plain"},"key":"notifications","value":"1"},{"key":"notes","value":"New notes changed"},{"description":{"content":"Receive notifications every X days
\n","type":"text/plain"},"key":"notify_frequency","value":"3"},{"description":{"content":"Telephone number country code, example: 1 for US, 52 for Mexico, 0 to empty the field. Required when adding a phone
\n","type":"text/plain"},"key":"phone_country_code","value":"52"},{"description":{"content":"Set to 0 to empty the field in the database
\n","type":"text/plain"},"key":"phone","value":"3333333333"},{"description":{"content":"1 to mark as successfully completed, 0 for unsuccessful completion
\n","type":"text/plain"},"key":"success","value":"1"},{"key":"success_comment","value":"Customer sent everything correctly on the first try"},{"description":{"content":"Any text or encoded json value you wish to store for internal references not visible to the user. NOTE: When storing JSON, store it in a single line withouth line breaks.
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\nOne alternative solution so you don't have to query this endpoint for all your active folders is to use the report we supply in Google Sheets and read it as a CSV, the report contains how many documents are in each status in all your folders although it doesn't contain the list of documents in each particular status. Something like: folder_id, folder_name, # docs. pending, # docs. valid, # docs. invalid, etc.
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\nMake sure the Content-Type is set to a 'multipart/form-data; ' with a boundary and NOT 'Content-Type: application/x-www-form-urlencoded' as the file upload will be corrupted.
\nOur solution requires that the \"content-lenght\" header is sent on requests. It is known that some versions libCurl on PHP will not send this header: https://bugs.php.net/bug.php?id=79013
\nAlternatives are to update to a working version of libCurl + PHP module or to use an alternate library like HTTP_Request2 from PEAR.
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\"notifications\": 0\n },\n {\n \"folder_id\": 240,\n \"template_id\": 193,\n \"name\": \"Heitor Lu-Mi-Vi\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 573,\n \"template_id\": 287,\n \"name\": \"João Paulo - cada 2 semanas\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 1\n },\n {\n \"folder_id\": 4074,\n \"template_id\": 2,\n \"name\": \"Roberto Ibarra\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 4107,\n \"template_id\": 1314,\n \"name\": \"Cliente AF\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 5285,\n \"template_id\": 1361,\n \"name\": \"INCOR\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9657,\n \"template_id\": 1527,\n \"name\": \"BSBSystem Engenharia LTDA / 37657 / Roberto Ibarra\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9659,\n \"template_id\": 1527,\n \"name\": \"BSBSystem Engenharia LTDA / 37657 / Bruna Acacio\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9660,\n \"template_id\": 1527,\n \"name\": \"BSBSystem Engenharia LTDA / 37657 / Juan Gonzalez\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9805,\n \"template_id\": 1527,\n \"name\": \"BSBSystem Engenharia LTDA / 1234 / Roberto Ibarra N\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9806,\n \"template_id\": 1527,\n \"name\": \"BSBSystem Engenharia LTDA / 1234 / juan camaney\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9808,\n \"template_id\": 1527,\n \"name\": \"Agro Pecuaria Brasilia LTDA / 11111 / Joao Fabio\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9809,\n \"template_id\": 1527,\n \"name\": \"Agro Pecuaria Brasilia LTDA / 11111 / pedro lopes\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9810,\n \"template_id\": 1527,\n \"name\": \"Agro Pecuaria Brasilia LTDA / 11111 / juan gonzalez\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n \"notifications\": 0\n },\n {\n \"folder_id\": 9811,\n \"template_id\": 1527,\n \"name\": \"Bordamat Confeccoes LTDA / 456 / Roberto Ibarra\",\n \"email\": \"test@expedienteazul.com\",\n \"owner_id\": 40,\n \"active\": 1,\n 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\nTo get this URL, call the end-point and insert the token returned by this end-point to the following URL:
https://{{api_domain}}/vault/auth/{{token}}?language={en or pt or es}
The link will be active until you request a new one for the same folder or until 2AM (Mexico City Time) the next day as it will expire.
\nOnly one token can be generated at a time so this could be a potential issue for two users accessing the folder at the same time.
\n","urlObject":{"protocol":"https","path":["api","folder","get-access-token"],"host":["{{api_domain}}"],"query":[{"key":"folder_id","value":"104948"}],"variable":[]}},"response":[{"id":"94df0c05-13b0-4a3d-a5fc-e9759bd424f5","name":"Get Folder Authenticated Link Example","originalRequest":{"method":"POST","header":[],"body":{"mode":"formdata","formdata":[{"key":"customer_id","value":"{{customer_id}}","type":"text"},{"key":"token_key","value":"{{auth_token}}","type":"text"}]},"url":{"raw":"https://{{api_domain}}/api/folder/get-access-token?folder_id=104948","protocol":"https","host":["{{api_domain}}"],"path":["api","folder","get-access-token"],"query":[{"key":"folder_id","value":"104948"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Sat, 23 Apr 2022 01:31:11 GMT"},{"key":"Server","value":"Apache/2.4.52 () OpenSSL/1.0.2k-fips"},{"key":"X-Powered-By","value":"PHP/7.2.24"},{"key":"Cache-Control","value":"no-cache, private"},{"key":"Set-Cookie","value":"laravel_session=eyJpdiI6IjNkTStmek40TVhoVUFJbDJLeWw2UWc9PSIsInZhbHVlIjoiaGIzOEhGd0dyYVwvUGZQWk9tclZpeVNYYncrS0FQaWRMbWNYXC9zeDZkM0pMeDVkY2JuZjR4dWJOcCtCUDM3SjRXNlNkZ3l6WWZkcHFuVVg1b0ZMbjJxWmNTRWdnN3M0bHhJdStxaEFCdUlFRUdTYUNFbWtjZEZmRHJueHlmcEZuMSIsIm1hYyI6ImVjODk1Mzg5YzQxYjM1NTgxZGIwNjRmMDc5OTgxMjJkNjAyM2RjZDNmNDM0Yzk2NGMzOTBiMjRhZGNhYTFjYWMifQ%3D%3D; path=/; secure; httponly"},{"key":"Strict-Transport-Security","value":"max-age=31536000; includeSubdomains; preload"},{"key":"Upgrade","value":"h2,h2c"},{"key":"Connection","value":"Upgrade, Keep-Alive"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Content-Security-Policy-Report-Only","value":"default-src https: blob: data: 'unsafe-inline' 'unsafe-eval' 'report-sample'; report-uri https://expedienteazul.report-uri.com/r/d/csp/reportOnly; object-src 'self'; img-src * data:;"},{"key":"Content-Length","value":"108"},{"key":"Keep-Alive","value":"timeout=5, max=100"},{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"success\": true,\n \"active\": 1,\n \"token\": \"TuHWhKA5r8blTSUnApQyei7RwqOwmCPCzI3SuebS3QEPMItmUu\"\n}"}],"_postman_id":"0f5ac88c-1aab-4a10-9b3d-a8ac0d398137"},{"name":"Merge folder data into document template","id":"21285a7c-dd6b-4e30-9dfa-4bde94f2cb2c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"formdata","formdata":[{"key":"token_key","value":"{{auth_token}}","type":"text"},{"key":"customer_id","value":"{{customer_id}}","type":"text"}]},"url":"https://{{api_domain}}/api/folder/merge-document?folder_id=233670&document_id=66799","description":"If you are using our document generation add-on using data from the folder, you can check the status of the document with this endpoint. If there are still variables in the template that have no corresponding data value in the folder, either because the data has not been entered or the field doesn't exist you will a response saying \"is_ready\" = false.
\nIn the case you are using our digital signature integration with Weetrust and the document is_ready then you will also receive a link to open and continue the digital signature process on the browser.
\n","urlObject":{"protocol":"https","path":["api","folder","merge-document"],"host":["{{api_domain}}"],"query":[{"key":"folder_id","value":"233670"},{"key":"document_id","value":"66799"}],"variable":[]}},"response":[{"id":"d9ac993c-fc94-4712-ae60-f980dd14a72e","name":"Missing data in fields so document is not ready","originalRequest":{"method":"POST","header":[],"body":{"mode":"formdata","formdata":[{"key":"token_key","value":"{{auth_token}}","type":"text"},{"key":"customer_id","value":"{{customer_id}}","type":"text"}]},"url":{"raw":"https://{{api_domain}}/api/folder/merge-document?folder_id=233670&document_id=66799","protocol":"https","host":["{{api_domain}}"],"path":["api","folder","merge-document"],"query":[{"key":"folder_id","value":"233670"},{"key":"document_id","value":"66799"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Thu, 09 Nov 2023 21:44:16 GMT"},{"key":"Server","value":"Apache"},{"key":"Cache-Control","value":"no-cache, private"},{"key":"Set-Cookie","value":"laravel_session=eyJpdiI6ImxQb2lmejU3NEZ3eDNpYmpWOXBUcWc9PSIsInZhbHVlIjoiNW1FamhVWk1Lb3NBT3lyQWdqRzhFY1pRT2owK2ZaNVhNRm1XdWtLb0JKTU1kNzM2d3ByYmZ1eXdwYUU0Z3hvZUkxc2h1MXlRSmpOMEY0Z01mSkFxS25qU3ZDeCtUNXY4aW9iOVZ4VGpyWEx2dFVcL2ppckp2WXJXMkFQU3p1TlwvOSIsIm1hYyI6ImUwOTcxNGQ0OGYxMjY0Yzc3ZWIyNDBkMmI2NTZjZmVjMmYyODA4MmI4OTNmOTkxMThmYjBkOTkyZjQ5Y2FiNGQifQ%3D%3D; path=/; secure; httponly; samesite=lax"},{"key":"Strict-Transport-Security","value":"max-age=31536000; includeSubdomains; preload"},{"key":"Upgrade","value":"h2,h2c"},{"key":"Connection","value":"Upgrade, Keep-Alive"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Content-Security-Policy-Report-Only","value":"default-src https: blob: data: 'unsafe-inline' 'unsafe-eval' 'report-sample'; report-uri https://expedienteazul.report-uri.com/r/d/csp/reportOnly; object-src 'self'; img-src * data:;"},{"key":"Content-Length","value":"93"},{"key":"Keep-Alive","value":"timeout=5, max=100"},{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"Aún hay variables pendientes de reemplazar\",\n \"is_ready\": false\n}"},{"id":"cfc44308-1542-4665-a1e9-ad72682c108d","name":"Document merged and ready to sign in Weetrust","originalRequest":{"method":"POST","header":[],"body":{"mode":"formdata","formdata":[{"key":"token_key","value":"{{auth_token}}","type":"text"},{"key":"customer_id","value":"{{customer_id}}","type":"text"}]},"url":{"raw":"https://{{api_domain}}/api/folder/merge-document?folder_id=233670&document_id=66799","protocol":"https","host":["{{api_domain}}"],"path":["api","folder","merge-document"],"query":[{"key":"folder_id","value":"233670"},{"key":"document_id","value":"66799"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Thu, 09 Nov 2023 21:50:55 GMT"},{"key":"Server","value":"Apache"},{"key":"Cache-Control","value":"no-cache, private"},{"key":"Set-Cookie","value":"laravel_session=eyJpdiI6ImtZZkFTQXlZRjRrM3JFODZ4SHVFZFE9PSIsInZhbHVlIjoiSVBpUkViQkx1QTY3WUdySzk2eWN5XC84cEYxZlBtUnRZQ3UySlBaRGNrR2hzQTN1REZOVitQTCtqZStkYnM1citCaEFiMytKWDh4eXc0TmV4RmdFa1BqeU16Z08reVBBRHd6aTJkTlkxV2F1MUN1Y1wvUDhiU2tuSFA1ZUJMeld4ViIsIm1hYyI6IjA3ODgwMzY3MGJiYjUzM2IzNGM1NmYyYmI4NmVhNzFmYWM0NzNiYWVkYzBmMDM3MTQ0YWZiN2IxN2NiMDc0YzYifQ%3D%3D; path=/; secure; httponly; samesite=lax"},{"key":"Strict-Transport-Security","value":"max-age=31536000; includeSubdomains; preload"},{"key":"Upgrade","value":"h2,h2c"},{"key":"Connection","value":"Upgrade, Keep-Alive"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Content-Security-Policy-Report-Only","value":"default-src https: blob: data: 'unsafe-inline' 'unsafe-eval' 'report-sample'; report-uri https://expedienteazul.report-uri.com/r/d/csp/reportOnly; object-src 'self'; img-src * data:;"},{"key":"Content-Length","value":"204"},{"key":"Keep-Alive","value":"timeout=5, max=100"},{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"El documento está listo\",\n \"is_ready\": true,\n \"url\": \"https://sistema.expedienteazul.com/expedienteazul/actions/weetrust/233670/66799?tl=AAAAAAAAAAAAAAAAAAAAAAAAA=\"\n}"}],"_postman_id":"21285a7c-dd6b-4e30-9dfa-4bde94f2cb2c"}],"event":[{"listen":"prerequest","script":{"id":"e18d48e6-bed4-4ee5-ac39-c23c824ae4bf","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"31de45ee-e155-4f11-8bab-0fe2c28e3de5","type":"text/javascript","exec":[""]}}]}