Web API Reference (Legacy)

X2CRM features a remote API for inserting, updating, querying and deleting records via ApiController, which (with few exceptions) responds in JSON format. The API can perform these operations with any subclass of X2Model. URLs (after the domain name and relative path to the document root) for web requests to the API begin with index.php/api/.

Authenticating

In most calls to the API, authentication is required in the form of GET or POST parameters user and userKey, which are the username and API key (respectively) of a user in the CRM. In versions earlier than 2.9.1, these parameters are named authUser and authPassword, and authPassword is the password hash. A user's API key can be set by the administrator in the User module by visiting the update page for the given user.

CRUD (Create, Read, Update & Delete) API Methods

The following API actions can be used with any subclass of X2Model (i.e. Contacts, Accounts, Opportunity, etc.) In the following reference table, the model class to be used for display purposes is Contacts, and the id (primary key) value is 5.

Use	Method	URL	Authentication	Request type/data expected	Code	Response properties
Create a new record	actionCreate()	/create/model/Contacts	With post data	POST; authentication & model attributes together in a flat list as URL-encoded form data	200 Record successfully inserted 500 Model failed validation	error true if and only if the new record was created successfully model attributes of the model as key-value pairs (indexed by attribute name) modelErrors validation errors for each attribute, if applicable
Search for the first record matching one or more fields	actionLookup()	/lookup/model/Contacts	With post data	POST; Same as with the create action	200 found record 404 no record found	If successful: attributes of the model as a flat key-value pair list (indexed by attribute name). Otherwise: error boolean / true message "No item found with specified attributes."
Retrieve a record by primary key	actionView()	/view/Contacts/id/5	As additional query parameters appended to the URL	GET	200 Record found with specified primary key 400 The primary key is not included properly or specified 404 No record found	Attributes of the model as a flat list indexed by attribute name, if successful. Otherwise: error boolean / true, indicating an error message A string containing an explanation of what went wrong
Update a preexisting record	actionUpdate()	/update/model/Contacts/id/5	With post data	POST; same as with create method	200 Record successfully updated 404 Record to be updated does not exist 400 Primary key is missing from query parameters 500 Model failed validation during update	Same as with create action
Delete a record	actionDelete()	/delete/model/Contacts/id/5	With post data	POST; authentication data	200 Record successfully deleted 404 Record to be deleted does not exist 400 Primary key is missing from query parameters 500 Record could not be deleted	message "1" if successful; else, an error message error boolean / true if and only if successful

Attribute Input Format

The input to the API will be processed in the same way that it is within the application, that is to say, using the method X2Model.setX2Fields(). In particular, the method Fields.parseValue() is used for processing and transforming the data before it is recorded in the database. The case statement in that method shows how each type of field is processed (see X2Model and Dynamic Fields for more information on field types and how fields are dynamically managed)

Miscellaneous API actions

Create a relationship between two records

One can create, get lists of and delete relationships between records in X2CRM by using the actionRelationship() method. Of all the API methods, this is one of the most recently-created; creation, retrieval and deletion of relationships all happen through the same URL. This is an effort to shift in the direction of an ultimately more REST-ful and clean API. The following table describes its uses and responses:

Use	Request Type / Data	Codes	Response

actionVoip()

Use	Method	Authentication	Relative URL	Notes
Make note of a VoIP call	actionVoip()	/voip	no	Notifies the assignee of a contact having called (if the phone number matches). Requires only the "phone" field, as a GET parameter, it being a 10+ digit phone number.
Get a list of all users in the app	actionListUsers()	yes	/listUsers	Will return with HTTP code 403 if the user used for authenticating does not have permission to the UsersIndex RBAC action.

Specifying Model

The API requires specifying the model for which the transaction will be performed as a GET parameter with key "model", with actionVoip being the only current exception. Per the URL format rule of X2CRM, which is "path" (see CUrlManager for more information), the full URL of the request will be: index.php/api/[method]/model/[model name]. So, for example, an API call to create a new contact record should use index.php/api/create/model/Contacts

Usage Example

The file leadCapture.php in the web root of the codebase contains a few noteworthy examples of API calls. Of particular significance is the necessity of creating a contact first and then using lookup to obtain its numeric ID in order to create an action associated with that contact.

(section in progress)