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Using API, you can manage the activities (Partner, Schema, and Mapping) from the external application. The API provides the way to Create, Update, and Delete activities without GUI.

Following are the list of API's:

  • Partners API's

    S. NoOperationMethodAPI EndpointEx. PayloadRemarks
    1Create PartnerPOST/rest/company
    Create Partner
    {
    	"Company": {
    		"name": "Test Name",
    		"partnerNetworks": [{
    			"id": 1
    		}
    		"primaryContact": "test@test.com",
    		"phoneNumber": "7835802439",
    		"address": "",
    		"country": "",
    		"status": 200,
    		"enableSelfOnboard": false,
    		"spokeCompany": false
    	}
    }

     

     

     
    2Update PartnerPUT/rest/company/{partnerId}
    Update Partner
    {
    	"Company": {
    		"name": "Updated Name"
    	}
    }
     
    3Delete PartnerDELETE/rest/company/{partnerId}EMPTY 
    4Update Partner ParametersPUT/rest/company/{partnerId}
    Update Partner Parameters
    {
    	"Company": {
    		"partnerParameter": [{
    			"id": "-0",
    			"paramId": {
    				"id": "11518430417328"
    			},
    			"value": "p1"
    		},
    		{
    			"id": "-1",
    			"paramId": {
    				"id": "11518430417329"
    			},
    			"value": "c"
    		}]
    }
    • Passing Company.partnerParameter.Id as Negative value will create a new parameter for that partner.
    5Grant All Templates Access to PartnerPOSTrest/templatepartnerlinkage
    Grant Access to Partner
    {
    	"TemplatePartnerLinkage": {
    		"partner": {
    			"id": 11535091945351
    		}
    	}
    }
     
    6Revoke all templates Access to PartnerDELETErest/templatepartnerlinkage/{partnerId}

     

    EMPTY

     
    7Grant a Template Access to partnerPOSTrest/templatepartnerlinkage?isTemplate=true
    Grant access to particular template
    {
    	"TemplatePartnerLinkage": {
    		"partner": {
    			"id": 11535091945351
    		},
    		"transactionTemplate": {
    			"id": 11535091945352
    		}
    	}
    }
    • Note to pass isTemplate query param for this endpoint
    8Revoke template access from PartnerDELETErest/templatepartnerlinkage/{LinkageId}?isTemplate=trueEMPTY
    • Note to pass isTemplate query param for this endpoint
    9Move Partner from One Network to another------
    Change Partner Network
    {
    	"Company": {
    		"partnerNetworks": [{
    			"id": 1
    		}
    		]
    	}
    }
    • Use Update partner Endpoint
    10Convert Internal Partner to ExternalPOSTrest/company/enableSelfOnbaord
    {
    "partnerId" : "11529580510902",
    "firstName" : "Name",
    "lastName" : "lastName",
    "userId" : "testId",
    "email" : "example@example.com",
    "password" : "P@ssw0rd"
    }
     
    11Convert Internal Partner to External API 2POSTrest/users/import

    Multipart Request

    ContentType : multipart/form-data

    form-data Part1 :

    • name : csvFile
    • value : csv file containing user information

    form-data Part2:

    • name : isPartner
    • value : true

     

     

     

    This api is asynchronous in nature and the user creation process runs in background.

     

    You can check the status of the process by below endpoint

    rest/users/checkthreadstatus?isPartner=true

    if this endpoint return success that means the Partner is successfully converted to external

  • Transaction API's 

    S. NoOperationMethodAPI EndpointEx. Request PayloadRemarks
    1Create TransactionPOST/rest/transaction
    Create Transaction
    {
    	"Transaction": {
    		"entityName": "New Transaction",
    		"description": "Transaction description",
    		"templateId": "1111111111100"
    	}
    }
     
    2Create Transaction with ParametersPOST/rest/transaction
    Create Transaction with Parameters
    {
    	"Transaction": {
    		"entityName": "New Transaction",
    		"description": "Transaction description",
    		"templateId": "547658658658658",
    		"variableInfo": "{\"param1\" : \"value1\",\"param2\":\"value2\"}"
    	}
    }
     
    3Update TransactionPUT/rest/transaction/{transactionId}
    Update Transaction
    {
    	"Transaction": {
    		"description": "Updated Transaction description",
    	}
    }
     
    4Update Transaction parametersPUT/rest/transaction/{transactionId}
    Update Transaction Parameters
    {
    	"Transaction": {
    		"variableInfo": "{\"param1\" : \"value1\",\"param2\":\"value2\"}"
    	}
    }
     
    5DELETEDELETE/rest/transaction/{transactionId}EMPTY 


  • Schema and Mapping API's 

    S. NoOperationMethodAPI EndpointEx. PayloadRemarks
    1Get All Schema and Mapping activities available to Partner GET /rest/activities/{partnerId} 

     By default this endpoint lists all the activities available to partner.

    To retrieve specific activities pass the comma separated service name query parameter as below

    ?services=TextSchema,ExcelSchema

    Valid Service Names are

    • TextSchema
    • ExcelSchema
    • AdvanceTextSchema
    • PositionalSchema
    • AdvancePositionalSchema
    • XMLSchema
    • JSONSchema
    • EDISchema
    • DataMapping

    By default all the available fields of all activities are returned in response. To limit the number of fields and to get specific fields pass the "fields" query param and pass the comma separated field names as below

    ?fields=id,entityName


    Note:

    Only those activities will be returned in response to which the requesting user is authorized to view as per permission settings.

    Admin will get all activities.

     

    2Get All Schema and Mapping activities used by Partner in transactions of a particular TemplateGET /rest/activities/{partnerId}/{templateId} 

    By default this endpoint lists all the activities used by partner for a particular template.

    To retrieve specific activities pass the comma separated service name query parameter as below

    ?services=TextSchema,ExcelSchema (See above the list of valid service Names)

     

    By default all the available fields of all activities are returned in response. To limit the number of fields and to get specific fields pass the "fields" query param and pass the comma separated field names as below

    ?fields=id,entityName


     

    Known Issues with API's

    Issue while updating Partner Parameters:
    1. Empty Partner parameters [ { }, { } ] create parameters with NULL param Id and Value
    2. Different Network Parameters can be associated to partner, to which Networks the partner does not belong.
    3. Passing Empty array( [ ]) of Partner parameters do not remove existing parameters.

 


See also

Patch Deployment Guide


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