Getting Started With CareCloud API

CareCloud API allows you to create and manage the customer accounts and related resources like countries, languages, currencies, sources, or customer account statuses. You can use the API to manage vouchers, rewards, customer cards, segments, and other structures related to the customer account.

Learn about the CareCloud API, which Systems can use API to connect with CDP CareCloud. Like e-shops, POS, kiosks, booking, and other production systems. These systems usually process the customer data sets with their relationships or end-user applications like mobile Android and iOS APPs or web microsites that need unique customer data.

CareCloud API call structure

URI syntax

CareCloud API URI is assembled from multiple parts that are described in the example below:

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https://{project_domain}/webservice/rest-api/{interface}/{version}/{resource_name}/{resource_id}?{query_parameters}

{project_domain}

The domain of your CDP CareCloud installation. In the Reference guide, we use https://sandbox.crmcarecloud.com. You will get your project domain after confirming your CDP CareCloud plan.

{interface}

The interface describes what kind of data access your application will have. In CareCloud API we use two kinds of interface:

  • Enterprise interface (URL part: enterprise-interface)
    It is mainly created for e-shops, POS, kiosks, booking, and other similar production systems which need to get the data lists.

  • Customer interface (URL part: customer-interface)
    It is created and used mainly for end-user applications like mobile Android and iOS APPs or web customer microsites needing unique customer data.

We have created and described two API interfaces, where the main difference is the purpose of the systems for which the API is created.

{version}

It represents the versioning of the CareCloud API. CareCloud API uses the following format:

vX.Y

  • X represents a number of the major version. The major version number increases when significant changes or improvements are made. Usually, these changes are not backward-compatible with the previous version.
  • Y represents a number of the minor version. The minor version number increases when minor features or bug fixes are applied. These changes should be backward-compatible with the previous version.

The current versions of CareCloud API are available in the Reference guide.

{resource_name}

This URL part represents the name of the resource you need to get data from. The API reference guide shows the complete list of resources and endpoints.

{resource_id}

A resource ID is used when you need to identify an accurate resource record. For example, while getting, updating, or deleting this record.

(query_parameters)

All query parameters are documented and described with every resource. CareCloud API use query parameters for pagination, filtration, or sorting of the API call results.

Request body

CareCloud API has request body in JSON format.
Request body is used in case of creating a new record, update an existing record or in action method call. In request body CareCloud API work with two kind of parameters describe below.

Read-only parameters

These parameters are used only in response to API calls and should not be set in the request body of the API call. Please avoid using them during the create, update or action method call.

Mandatory parameters

If a parameter is marked as required in the documentation, it is mandatory to use it in the CareCloud API call.

If a parent structure of the parameter is not mandatory and you won't use it, child parameters of that structure won't be required. If you use the parent structure in the API call, all child parameters marked as mandatory will be required. Every data structure parameter is marked in the documentation, so you can see if the parameter is mandatory or not.

HTTP headers

HTTP headers are an essential part of CareCloud API calls. They are used for language setup, authentication, or content identification.

Accept-Language

It is used when the integrator needs to set the language of the response (for example name, description, or note parameters). For more information, please check RFC 9110.

Accept-Language: cs, en-gb;q=0.8

Content-Type

It indicates the media type of the request body. In CareCloud API we required content type application/json. For more information about Content-Type please check RFC 9110.

Content-Type: application/json

Authorization

This header is used for the resources that requires authentication. Our authentication method is Bearer and you can find out more in the Authentication section.

Authorization: Bearer VDFBBAME577QVRSRTRLC93CNBGJYTRA4

HTTPS Verbs

CareCloud API is available only through the secure protocol HTTPS. CareCloud API supports the following selection of HTTP verbs:

GET verb

Make a GET request to retrieve data depending on URI and query string

Read more about GET here: RFC9110

POST verb

POST is used to create new resource/resources, and CareCloud API uses the POST verb for action methods calls.
Read more about POST here: RFC9110

PUT verb

PUT method updates an entire resource record specified by his unique ID.

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Be Careful if you use the PUT method. You must update the entire resource record because you are updating the origin representation. Parameters that you skipped will be deleted in that record.

Read more about PUT here: RFC9110

DELETE verb

Use the DELETE verb to remove a resource specified by the unique ID. This verb is used only by some resources. Read more here: RFC9110

Status codes

Status codes represent the status of the API response.

Success status codeDescription
200 OKSuccessful
201 CreatedResource was created
204 No ContentIn case of success without any response data
Error status codeDescription
400 Bad RequestBad input parameter. Error message specifies the detail
401 UnauthorizedThe client has invalid credentials or auth token
403 ForbiddenThe client does not exist, or the client tried to access non-authorized property/resource
404 Not FoundThe resource was not found
405 Method Not AllowedThe resource does not support the specified HTTP method
429 Too Many RequestsToo many requests - more than the resource limit
500 Internal Server ErrorServer is not working as expected
503 Service UnavailableTemporary state when the service is temporarily unavailable, overloaded, or there is a maintenance window

Action methods

We use procedural calls in CareCloud API when resolving logic in CareCloud. For example, making product recommendations or recommending the best reward for customers depending on the purchase. We call them Action methods. The Action method can be called by existing resources, as in the example below:

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POST https://{project_domain}/webservice/rest-api/{interface}/{version}/{resource_name}/actions/{action_method_name}

Where {resource_name} represents a resource. The keyword actions identify the procedural call, and {action_method_name} is a unique name of the action. Action name is unique across the CareCloud API.

This is the example of the action “add customer” by resource segments:

POST https://{project_domain}/webservice/rest-api/enterprise-interface/v1.0/segments/{segment_id}/actions/add-customer