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CRM API

Updated

The REST Api is used to integrate SolarPlus Contacts and CRM data via any custom connectors to external CRM and databases. It is also used for the SolarPlus Wordpress Plugin.


Authentication

The authentication requires a token to be passed through Authentication header of the requests. You can generate your SolarPlus API key by doing the following:

  1. Go to More Settings > Admin > User Preferences > Integrations

  2. Open the top section, SolarPlus API credentials

  3. Click Generate New Secret Key

 

Authentication

The authentication requires token that can be generated through https://go.solarplus.co/user/api to be passed through Authentication header of the requests. 

 

Generating access token

To generate go to https://go.solarplus.co/user/api , Click on the “Generate new Secret Key” button and after that click “Generate new Token” button.

 

Base Api Url

https://go.solarplus.co/api

 

Appending Authentication Token

Every request to the api must have token key attached to the header Authorization. Place your generated token key like so:

Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwOlwvXC93d3cuc29sYXJwbHVzLmNvbVwvYXBpXC8iLCJpYXQiOjE0OTg0OTEwMTgsImV4cCI6MTUzMDAzMTAxOCwidHRsIjoiMy4xNTRlKzciLCJ1aWQiOiIxMTI5In0.hfg_GnZSzsFbCesTMGr2CqJAZr8V7lCN6diL95COx60

 

Creating Contact

API Path: /api/contact

HTTP Verb: POST or PUT

Form Parameters:

  Name Key Values Required Comments
Contact First Name first_name String Yes Last name of the contact
  Last Name last_name String Yes Last name of the contact
  Email Address email String Yes Email address of the customer
  Primary Phone primary_phone String No Primary phone number of the customer
  Business Name business_name String No Business name of the contact
  Full Address full_address String Yes Contact and Site full address.
  Notes notes String No Notes for this customer
  Business Name as Client business_as_client Boolean No If true, quote will show the Business Name as the client name
  Source

source


 

 Integer No Contact source it can be one of the following: 0 = Other, 1 = TV, 2 = Radio, 3 =  Press, 4 = Google, 5 = Tradeshow, 6 = Friends, 7 = Website, 8 = Word of Mouth 9 = Solar Quotes
  Status

status


 

!! values !!

0 lead

1 active

2 close

 Integer No Status can be one of the following: Lead, Active, Closed
  Customer Rep customer_rep String No Name of the Customer Representative
Categories   categories[category_name] Array of Strings No Business Category of the Contact.
Custom Fields Custom Fields

Custom_fields[field_name]


 

!! Note: to get your custom field name, go to Getting Contact Custom Fields section !!

 Array of Strings Yes or No Contact custom fields that the business has. The requirement depends on the creation of the field.


Sample PHP Code Using cURL:

<?php

$url = 'https://go.solarplus.co/api/contact';

'eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwOlwvXC93d3cuc29sYXJwbHVzLmNvbVwvYXBpXC8iLCJpYXQiOjE0OTg0OTEwMTgsImV4cCI6MTUzMDAzMTAxOCwidHRsIjoiMy4xNTRlKzciLCJ1aWQiOiIxMTI5In0.hfg_GnZSzsFbCesTMGr2CqJAZr8V7lCN6diL95COx60';

$auth_header = 'Authorization Bearer ' . $token;

$form = array(

    'first_name' => 'John',

    'last_name' => 'Doe',

    'email' => 'john.doe@domain.com',

    'primary_phone' => '123-123-123',

    'full_address' => '222 Exhibition St, Melbourne VIC 3000, Australia',

    'business_name' => 'John Solar Power',

    'notes' => 'Nullam id dolor id nibh ultricies vehicula ut id elit.'

    'categories' => array(

        'Category 1' => 'Some value',

    ),

    'custom_fields' => array(

        'custom_text_12' => 'Some value',

    ),

);

$ch = curl_init();

curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json', $auth_header));

curl_setopt($ch, CURLOPT_URL, $url);

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

curl_setopt($ch, CURLOPT_POST, 1);

curl_setopt($ch, CURLOPT_POSTFIELDS, http_build_query($form));

$response = curl_exec($ch);

$json = json_decode($response);

curl_close($ch);

echo '<pre>';

print_r($json);

echo '</pre>';


JSON Response:

{
    "success": "true",
    "message": "Contact successfully created.",
    "data": {
        "id": "19670",

        "business_name": null,

        "business_as_client": 0,

        "source": "Other",

        "status": "Lead",

        "first_name": "John",

        "last_name": "Doe",

        "email": "john.doe@domain.com",

        "primary_phone": "123-123-123",

        "secondary_phone": null,

        "full_address": "222 Exhibition St, Melbourne VIC 3000, Australia",

        "categories": null,

        "notes": "Nullam id dolor id nibh ultricies vehicula ut id elit."
    }
}


Response Table:

  Name Key Values Description
Status Success success Boolean A boolean value, if true then request was a success and failed in other case.
  Message message String or Array A descriptive message about the status of the request.
Data Customer Id data[customer_id] Integer The customer identification number.
  Business Name data[business_name] String Business name of the contact
  Business Name as Client data[business_as_client] Boolean Whether it was set to the Site name the same as the Business Name.
  Source data[source] String Contact source
  Status data[status] String Contact status
  First Name data[first_name] String Contact first name
  Last Name data[last_name] String Contact last name
  Email Address data[email] String Contact email address
  Primary Phone data[primary_phone] String Contact primary phone
  Secondary Phone data[secondary_phone] String Contact secondary phone
  Full Address data[full_address] String Contact full address
  Notes data[notes] String Contact notes
Categories Categories data[categories] Array Contains categories names.

Note: if the contact has an error, you will get 400 Bad Request error and will tell you the details also


Getting Contact

API Path: /contact/<id>

HTTP Verb: GET

Form Parameters:

  Name Key Values Required Comments
           


Sample PHP Code Using cURL:

NOTE: API Path: /contact/<id> needs to be set to a valid contact ID currently accessible in your account.

<?php

$url = 'https://go.solarplus.co/api/contact/19668;

$token = 'eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwOlwvXC93d3cuc29sYXJwbHVzLmNvbVwvYXBpXC8iLCJpYXQiOjE0OTg0OTEwMTgsImV4cCI6MTUzMDAzMTAxOCwidHRsIjoiMy4xNTRlKzciLCJ1aWQiOiIxMTI5In0.hfg_GnZSzsFbCesTMGr2CqJAZr8V7lCN6diL95COx60';

$auth_header = 'Authorization Bearer ' . $token;

$ch = curl_init();

curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json', $auth_header));

curl_setopt($ch, CURLOPT_URL, $url);

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

$response = curl_exec($ch);

$json = json_decode($response);

curl_close($ch);

echo '<pre>';

print_r($json);

echo '</pre>';


JSON Response:

{
    "success": true,
    "message": "Successfully retrieved customer information.",
    "data": {

        "id": "19669",

        "business_name": null,

        "business_as_client": 0,

        "source": "Other",

        "status": "Lead",

        "first_name": "John",

        "last_name": "Doe",

        "email": null,

        "primary_phone": null,

        "secondary_phone": null,

        "full_address": "B58 L12 Bloomingdale Subd., Iponan, Cagayan de Oro City, Philippines, 9000",

        "categories": null,

        "notes": null
    }

}


Response Table:

  Name Key Values Description
Status Success success Boolean A boolean value, if true then request was a success and failed in other case.
  Message message String or Array A descriptive message about the status of the request.
Data Customer Id data[customer_id] Integer The customer identification number.
  Business Name data[business_name] String Business name of the contact
  Business Name as Client data[business_as_client] Boolean Whether it was set to the Site name the same as the Business Name.
  Source data[source] String Contact source
  Status data[status] String Contact status
  First Name data[first_name] String Contact first name
  Last Name data[last_name] String Contact last name
  Email Address data[email] String Contact email address
  Primary Phone data[primary_phone] String Contact primary phone
  Secondary Phone data[secondary_phone] String Contact secondary phone
  Full Address data[full_address] String Contact full address
  Notes data[notes] String Contact notes
Categories Categories data[categories] Array Contains categories names.

 

Updating Contact

API Path: /api/contact/<id>

HTTP Verb: POST

Form Parameters:

  Name Key Values Required Comments
Contact First Name first_name String Yes Last name of the contact
  Last Name last_name String Yes Last name of the contact
  Email Address email String Yes Email address of the customer
  Primary Phone primary_phone String No Primary phone number of the customer
  Full Address full_address String Yes Full address of the customer
  Business Name business_name String No Business name of the contact
  Full Address full_address String Yes Contact and Site full address.
  Notes notes String No Notes for this customer
  Business Name as Client business_as_client Boolean No Whether to set the Site name the same as the Business Name.
  Source source String No Contact source it can be one of the following: Other, TV, Radio, Press, Google, Tradeshow, Friends, Website, Word of Mouth
  Status status String No Status can be one of the following: Lead, Active, Closed
Categories   categories[category_name] Array of Strings No Business Category of the Contact.
Custom Fields Custom Fields custom_fields[field_name] Array of Strings Yes or No Contact custom fields that the business has. The requirement depends on the creation of the field.


Sample PHP Code Using cURL:

NOTE: API Path: /contact/<id> needs to be set to a valid contact ID currently accessible in your account.

<?php

$url = 'https://go.solarplus.co/api/contact/19668;

'eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwOlwvXC93d3cuc29sYXJwbHVzLmNvbVwvYXBpXC8iLCJpYXQiOjE0OTg0OTEwMTgsImV4cCI6MTUzMDAzMTAxOCwidHRsIjoiMy4xNTRlKzciLCJ1aWQiOiIxMTI5In0.hfg_GnZSzsFbCesTMGr2CqJAZr8V7lCN6diL95COx60';

$auth_header = 'Authorization Bearer ' . $token;

$form = array(

    'first_name' => 'John',

    'last_name' => 'Doe',

    'email' => 'john.doe@domain.com',

    'primary_phone' => '123-123-123',

    'full_address' => '222 Exhibition St, Melbourne VIC 3000, Australia',

    'business_name' => 'John Solar Power',

    'notes' => 'Nullam id dolor id nibh ultricies vehicula ut id elit.'

    'categories' => array(

        'Category 1' => 'Some value',

    ),

    'custom_fields' => array(

        'custom_text_12' => 'Some value',

    ),

);

$ch = curl_init();

curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json', $auth_header));

curl_setopt($ch, CURLOPT_URL, $url);

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

curl_setopt($ch, CURLOPT_POST, 1);

curl_setopt($ch, CURLOPT_POSTFIELDS, http_build_query($form));

$response = curl_exec($ch);

$json = json_decode($response);

curl_close($ch);

echo '<pre>';

print_r($json);

echo '</pre>';


JSON Response:

{
    "success": "true",
    "message": "Contact successfully updated.",
    "data": {
        "id": "19670",

        "business_name": null,

        "business_as_client": 0,

        "source": "Other",

        "status": "Lead",

        "first_name": "John",

        "last_name": "Doe",

        "email": "john.doe@domain.com",

        "primary_phone": "123-123-123",

        "secondary_phone": null,

        "full_address": "222 Exhibition St, Melbourne VIC 3000, Australia",

        "categories": null,

        "notes": "Nullam id dolor id nibh ultricies vehicula ut id elit."
    }
}


Response Table:

  Name Key Values Description
Status Success success Boolean A boolean value, if true then request was a success and failed in other case.
  Message message String or Array A descriptive message about the status of the request.
Data Customer Id data[customer_id] Integer The customer identification number.
  Business Name data[business_name] String Business name of the contact
  Business Name as Client data[business_as_client] Boolean Whether it was set to the Site name the same as the Business Name.
  Source data[source] String Contact source
  Status data[status] String Contact status
  First Name data[first_name] String Contact first name
  Last Name data[last_name] String Contact last name
  Email Address data[email] String Contact email address
  Primary Phone data[primary_phone] String Contact primary phone
  Secondary Phone data[secondary_phone] String Contact secondary phone
  Full Address data[full_address] String Contact full address
  Notes data[notes] String Contact notes
Categories Categories data[categories] Array Contains categories names.

 

Deleting Contact

API Path: /api/contact/<id>

HTTP Verb: DELETE

Form Parameters:

  Name Key Values Required Comments
           


Sample PHP Code Using cURL:

NOTE: API Path: /contact/<id> needs to be set to a valid contact ID currently accessible in your account.

<?php

$url = 'https://go.solarplus.co/api/contact/19668;

'eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwOlwvXC93d3cuc29sYXJwbHVzLmNvbVwvYXBpXC8iLCJpYXQiOjE0OTg0OTEwMTgsImV4cCI6MTUzMDAzMTAxOCwidHRsIjoiMy4xNTRlKzciLCJ1aWQiOiIxMTI5In0.hfg_GnZSzsFbCesTMGr2CqJAZr8V7lCN6diL95COx60';

$auth_header = 'Authorization Bearer ' . $token;

$ch = curl_init();

curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json', $auth_header));

curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "DELETE");

curl_setopt($ch, CURLOPT_URL, $url);

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

$response = curl_exec($ch);

$json = json_decode($response);

curl_close($ch);

echo '<pre>';

print_r($json);

echo '</pre>';


JSON Response:

{

    "success": true,

    "message": "Successfully deleted contact record."

}


Response Table:

  Name Key Values Description
Status Success success Boolean A boolean value, if true then request was a success and failed in other case.
  Message message String or Array A descriptive message about the status of the request.

 

Getting Contact Fields

API Path: /contact/fields

HTTP Verb: GET

Form Parameters:

  Name Key Values Required Comments
           


Sample PHP Code Using cURL:

<?php

$url = 'https://go.solarplus.co/api/contact/fields;

$token = 'eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwOlwvXC93d3cuc29sYXJwbHVzLmNvbVwvYXBpXC8iLCJpYXQiOjE0OTg0OTEwMTgsImV4cCI6MTUzMDAzMTAxOCwidHRsIjoiMy4xNTRlKzciLCJ1aWQiOiIxMTI5In0.hfg_GnZSzsFbCesTMGr2CqJAZr8V7lCN6diL95COx60';

$auth_header = 'Authorization Bearer ' . $token;

$ch = curl_init();

curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json', $auth_header));

curl_setopt($ch, CURLOPT_URL, $url);

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

$response = curl_exec($ch);

$json = json_decode($response);

curl_close($ch);

echo '<pre>';

print_r($json);

echo '</pre>';


JSON Response:

{

    "success": true,

    "message": "Successfully retrieve Contact fields list.",

    "data": {

        "fields": [

            {

                "name": "business_name",

                "label": "Business Name (opt)",

                "type": "text",

                "required": false

            },

            {

                "name": "business_as_client",

                "label": "Use Bus. Name as Client",

                "type": "checkbox",

                "required": false

            },

            {

                "name": "source",

                "label": "Source",

                "type": "select",

                "required": true,

                "options": [

                    {

                        "value": 0,

                        "label": "Other"

                    },

                    {

                        "value": 1,

                        "label": "TV"

                    },

                    {

                        "value": 2,

                        "label": "Radio"

                    },

                    {

                        "value": 3,

                        "label": "Press"

                    },

                    {

                        "value": 4,

                        "label": "Google"

                    },

                    {

                        "value": 5,

                        "label": "Tradeshow"

                    },

                    {

                        "value": 6,

                        "label": "Friends"

                    },

                    {

                        "value": 7,

                        "label": "Website"

                    },

                    {

                        "value": 8,

                        "label": "Word of Mouth"

                    }

                ]

            },

            {

                "name": "status",

                "label": "Status",

                "type": "select",

                "required": true,

                "options": [

                    {

                        "value": 0,

                        "label": "Lead"

                    },

                    {

                        "value": 1,

                        "label": "Active"

                    },

                    {

                        "value": 2,

                        "label": "Closed"

                    }

                ]

            },

            {

                "name": "first_name",

                "label": "First Name",

                "type": "text",

                "required": true

            },

            {

                "name": "last_name",

                "label": "Last Name",

                "type": "text",

                "required": true

            },

            {

                "name": "email",

                "label": "Email",

                "type": "email",

                "required": false

            },

            {

                "name": "primary_phone",

                "label": "Primary Phone",

                "type": "text",

                "required": false

            },

            {

                "name": "secondary_phone",

                "label": "Secondary Phone",

                "type": "text",

                "required": false

            },

            {

                "name": "notes",

                "label": "Notes",

                "type": "textarea",

                "required": false

            },

            {

                "name": "full_address",

                "label": "Full Address",

                "type": "textarea",

                "required": true

            }

        ],

        "categories": []

    }

}


Response Table:

  Name Key Values Description
Status Success success Boolean A boolean value, if true then request was a success and failed in other case.
  Message message String or Array A descriptive message about the status of the request.
Data Fields data[fields] Array This will contain the list of available contact fields. The items will contain Name, Label, Type, Required, Options (if it is a select input)

 

Getting Contact Custom Fields

API Path: /contact/custom-fields

HTTP Verb: GET

Form Parameters:

  Name Key Values Required Comments
           


Sample Postman

Sample PHP Code Using cURL:

<?php

$url = 'https://go.solarplus.co/api/contact/custom-fields;

$token = 'eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwOlwvXC93d3cuc29sYXJwbHVzLmNvbVwvYXBpXC8iLCJpYXQiOjE0OTg0OTEwMTgsImV4cCI6MTUzMDAzMTAxOCwidHRsIjoiMy4xNTRlKzciLCJ1aWQiOiIxMTI5In0.hfg_GnZSzsFbCesTMGr2CqJAZr8V7lCN6diL95COx60';

$auth_header = 'Authorization Bearer ' . $token;

$ch = curl_init();

curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json', $auth_header));

curl_setopt($ch, CURLOPT_URL, $url);

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

$response = curl_exec($ch);

$json = json_decode($response);

curl_close($ch);

echo '<pre>';

print_r($json);

echo '</pre>';


JSON Response:

{

    "success": true,

    "message": "Successfully retrieve Custom Contact fields list.",

    "data": {

        "fields": [

            {

                "name": "custom_text_12",

                "label": "Custom Text",

                "type": "text",

                "required": false

            },

            {

                "name": "custom_select_13",

                "label": "Custom Select",

                "type": "select",

                "required": false,

                "options": [

                    {

                        "value": "1",

                        "label": "One"

                    },

                    {

                        "value": "Two",

                        "label": "2"

                    },

                    {

                        "value": "Three",

                        "label": "3"

                    }

                ]

            }

        ]

    }

}


 


 

Response Table:

  Name Key Values Description
Status Success success Boolean A boolean value, if true then request was a success and failed in other case.
  Message message String or Array A descriptive message about the status of the request.
Data Fields data[fields] Array This will contain the list of available contact fields. The items will contain Name, Label, Type, Required, Options (if it is a select input)

 

See full documentation of this API at:

Quote API & Webhooks Guide

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