user_id of team mates for Deals download from API

cronan at July 26th, 2018 11:55 — #1

Hi,
I am picking up a script here and trying to add a line to download deal data for new team members through the API. I have noticed that each user seems to be associated with a unique code in our script. How do I find this unique code for new team members so that I can access their deal data through the API?
Thanks,
Cronan

cillian at July 30th, 2018 05:46 — #2

Hi Cronan,

Thanks for getting in contact with your query. It sounds like you need their API key.

They will need to access this themselves and send on to you so you can add it to your script. To do this:
- Go to apps and integrations page
- Select API (or use this direct link)
- Click configuration tab
- Then show API key

All the best,
Cillian

cronan at July 31st, 2018 10:51 — #4

Thanks! Got that sorted.

cillian at July 31st, 2018 10:59 — #5

Hi Cronan,

Apologies if I did not get your question first time round - I think I get it now!

You can save custom filters which can filter based on deal fields - presumably this is what the previous developer was talking about?

A list of all filters in the account is returned as part of the bootstrap endpoint - the response will contain something like the following:

"filters": [
  {
    "filter": {
      "id": "5b606e239007ba1e528d9557",
      "name": "Cillian's large deals",
      "conditions": [
        [
          "deal_owner_id",
          "is",
          "559cd1866f6e656707000001"
        ],
        [
          "deal_value",
          "greater",
          "1000"
        ]
      ]
    }
  },
  { ... }
]

The filter above is one I created in the web app to emulate your scenario - the result is a filter where deal owner is me, and amount is greater than 1000. But presumably in your scenario, you may have a filter already defined for each user. In any case, it appears you need the id of the filter, which you can see above.

You can test making a request to bootstrap endpoint using our API browser.

I hope this solves your issue.

Best regards,
Cillian

cronan at August 2nd, 2018 04:35 — #6

Hi Cillian,

Yes, it was filters I was looking for. I created the filter in the app and then called up the ID with the script so I could download all deals for that filter.

Thanks for your help.
Cronan