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BaseCRM Official API V2 library client for Python

Project description

basecrm-python

BaseCRM Official API V2 library client for Python

Installation

BaseCRM package can be installed either via pip or easy_install:

.. code:: bash

$ pip install --upgrade basecrm

or

.. code:: bash

$ easy_install --upgrade basecrm

You can install from the source code as well. First clone the repo and then execute:

.. code:: bash

$ python setup.py install

After installing, import basecrm package:

.. code:: python

import basecrm

Usage

.. code:: python

import basecrm

# Then we instantiate a client (as shown below)

Build a client


**Using this api without authentication gives an error**

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')

Client Options

The following options are available while instantiating a client:

  • access_token: Personal access token
  • base_url: Base url for the api
  • user_agent: Default user-agent for all requests
  • timeout: Request timeout
  • verbose: Verbose/debug mode

Architecture


The library follows few architectural principles you should understand
before digging deeper. 1. Interactions with resources are done via
service objects. 2. Service objects are exposed as properties on client
instances. 3. Service objects expose resource-oriented actions. 4.
Actions return dictionaries that support attribute-style access, a la
JavaScript (thanks to Bunch and it's form Munch).

For example, to interact with deals API you will use
``basecrm.DealsService``, which you can get if you call:

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.deals # basecrm.DealsService

To retrieve list of resources and use filtering you will call ``#list``
method:

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.deals.list(organization_id=google.id, hot=True) # list(dict|Munch)

To find custom field by name and its value pass kwargs as an argument:

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.deals.list(**{'custom_fields[name]': 1})

To find a resource by its unique identifier use ``#retrieve`` method:

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.deals.retrieve(id=google.id)

When you'd like to create a resource, or update it's attributes you want
to use either ``#create`` or ``#update`` methods. For example if you
want to create a new deal you will call:

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    deal = client.deals.create(name='Website redesign', contact_id=coffeeshop.id)

    deal.value = Decimal("1000.99")
    deal.currency = 'USD'

    client.deals.update(deal.id, deal)

To destroy a resource use ``#destroy`` method:

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.deals.destroy(coffeshopdeal.id)

There other non-CRUD operations supported as well. Please contact
corresponding service files for in-depth documentation.

Full example

Create a new organization and after that change it's attributes (website).

.. code:: python

client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
lead = client.leads.create(organization_name='Design service company')

lead.website = 'http://www.designservices.com'
client.leads.update(lead.id, lead)

Pagination


You can control the maximum number of records that are returned using the standard per_page query parameter.
To choose a page, use the standard page query parameter.
The default page is always the first one. The default limit is 25 and maximum number that can be returned is 100.

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    leads = client.leads.list(per_page=50, page=2)

Error handling

When you instantiate a client or make any request via service objects, exceptions can be raised for multiple of reasons e.g. a network error, an authentication error, an invalid param error etc.

Sample below shows how to properly handle exceptions:

.. code:: python

try:
    # Instantiate a client.
    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    lead = client.leads.create(organization_name='Design service company')
    print lead
except basecrm.ConfigurationError as e:
    #  Invalid client configuration option
    pass
except basecrm.ResourceError as e:
    # Resource related error
    print 'Http status = ' + e.http_status
    print 'Request ID = ' + e.logref
    for error in e.errors:
        print 'field = ' + error.field
        print 'code = ' + error.code
        print 'message = ' + error.message
        print 'details = ' + error.details
except basecrm.RequestError as e:
    # Invalid query parameters, authentication error etc.
    pass
except Exception as e:
    # Other kind of exceptioni, probably connectivity related
    pass

Sync API

The following sample code shows how to perform a full synchronization flow using high-level wrapper.

First of all you need an instance of basecrm.Client. High-level basecrm.Sync wrapper uses basecrm.SyncService to interact with the Sync API. In addition to the client instance, you must provide a device’s UUID within device_uuid parameter. The device’s UUID must not change between synchronization sessions, otherwise the sync service will not recognize the device and will send all the data again.

.. code:: python

client = basecrmClient(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
sync = basecrm.Sync(client=client, device_uuid='<YOUR_DEVICES_UUID')

Now all you have to do is to call fetch method and pass a lambda or function that you might use to store fetched data to a database.

.. code:: python

def synchronize(meta, data):
  result =  DAO.execute(table=meta.type,
                        statement=meta.sync.event_type,
                        properties=data)
  return basecrm.Sync.ACK if result else basecrm.sync.NACK

sync.fetch(synchronize)

Notice that you must return either basecrm.Sync.ACK or basecrm.Sync.NACK.

Resources and actions

Documentation for every action can be found in basecrm/services.py file.

Account


.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.accounts # => basecrm.AccountsService

Actions:

* Retrieve account details - ``client.accounts.self``

AssociatedContact

.. code:: python

client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
client.associated_contacts # => basecrm.AssociatedContactsService

Actions:

  • Retrieve deal's associated contacts - client.associated_contacts.list
  • Create an associated contact - client.associated_contacts.create
  • Remove an associated contact - client.associated_contacts.destroy

Contact


.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.contacts # => basecrm.ContactsService

Actions:

* Retrieve all contacts - ``client.contacts.list``
* Create a contact - ``client.contacts.create``
* Retrieve a single contact - ``client.contacts.retrieve``
* Update a contact - ``client.contacts.update``
* Delete a contact - ``client.contacts.destroy``

Deal
~~~~

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.deals # => basecrm.DealsService

Actions:

* Retrieve all deals - ``client.deals.list``
* Create a deal - ``client.deals.create``
* Retrieve a single deal - ``client.deals.retrieve``
* Update a deal - ``client.deals.update``
* Delete a deal - ``client.deals.destroy``

**A note about deal value**

It is prefered to use decimal from string or directly string for deal values when creating or modifying a deal. This guarantees correct precision

.. code:: python

    deal.value = Decimal("1000.99")
    deal.value = "1000.00"

You should not be using floats or decimal constructed from floats as it may result in precision loss.

.. code:: python

    deal.value = 1000.99
    deal.value = decimal(1000.99)

DealSource

.. code:: python

client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
client.deal_sources # => basecrm.DealSourcesService

Actions:

  • Retrieve all sources - client.deal_sources.list
  • Create a new source - client.deal_sources.create
  • Retrieve a single source - client.deal_sources.retrieve
  • Update a source - client.deal_sources.update
  • Delete a source - client.deal_sources.destroy

DealUnqualifiedReason


.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.deal_unqualified_reasons # => basecrm.DealUnqualifiedReasonsService

Actions:

* Retrieve all deal unqualified reasons - ``client.deal_unqualified_reasons.list``
* Create a deal unqualified reason - ``client.deal_unqualified_reasons.create``
* Retrieve a single deal unqualified reason - ``client.deal_unqualified_reasons.retrieve``
* Update a deal unqualified reason - ``client.deal_unqualified_reasons.update``
* Delete a deal unqualified reason - ``client.deal_unqualified_reasons.destroy``

Lead
~~~~

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.leads # => basecrm.LeadsService

Actions:

* Retrieve all leads - ``client.leads.list``
* Create a lead - ``client.leads.create``
* Retrieve a single lead - ``client.leads.retrieve``
* Update a lead - ``client.leads.update``
* Delete a lead - ``client.leads.destroy``

LeadSource
~~~~~~~~~~

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.lead_sources # => basecrm.LeadSourcesService

Actions:

* Retrieve all sources - ``client.lead_sources.list``
* Create a new source - ``client.lead_sources.create``
* Retrieve a single source - ``client.lead_sources.retrieve``
* Update a source - ``client.lead_sources.update``
* Delete a source - ``client.lead_sources.destroy``

LeadUnqualifiedReason

.. code:: python

client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
client.lead_unqualified_reasons # => basecrm.LeadUnqualifiedReasonsService

Actions:

  • Retrieve all lead unqualified reasons - client.lead_unqualified_reasons.list

LineItem


.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.line_items # => basecrm.LineItemsService

Actions:

* Retrieve order's line items - ``client.line_items.list``
* Create a line item - ``client.line_items.create``
* Retrieve a single line item - ``client.line_items.retrieve``
* Delete a line item - ``client.line_items.destroy``

LossReason

.. code:: python

client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
client.loss_reasons # => basecrm.LossReasonsService

Actions:

  • Retrieve all reasons - client.loss_reasons.list
  • Create a loss reason - client.loss_reasons.create
  • Retrieve a single reason - client.loss_reasons.retrieve
  • Update a loss reason - client.loss_reasons.update
  • Delete a reason - client.loss_reasons.destroy

Note


.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.notes # => basecrm.NotesService

Actions:

* Retrieve all notes - ``client.notes.list``
* Create a note - ``client.notes.create``
* Retrieve a single note - ``client.notes.retrieve``
* Update a note - ``client.notes.update``
* Delete a note - ``client.notes.destroy``

Order

.. code:: python

client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
client.orders # => basecrm.OrdersService

Actions:

  • Retrieve all orders - client.orders.list
  • Create an order - client.orders.create
  • Retrieve a single order - client.orders.retrieve
  • Update an order - client.orders.update
  • Delete an order - client.orders.destroy

Pipeline


.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.pipelines # => basecrm.PipelinesService

Actions:

* Retrieve all pipelines - ``client.pipelines.list``

Product
~~~~~~~

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.products # => basecrm.ProductsService

Actions:

* Retrieve all products - ``client.products.list``
* Create a product - ``client.products.create``
* Retrieve a single product - ``client.products.retrieve``
* Update a product - ``client.products.update``
* Delete a product - ``client.products.destroy``

Source (deprecated, use DealSource, LeadSource instead)
~~~~~~

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.sources # => basecrm.SourcesService

Actions:

* Retrieve all sources - ``client.sources.list``
* Create a source - ``client.sources.create``
* Retrieve a single source - ``client.sources.retrieve``
* Update a source - ``client.sources.update``
* Delete a source - ``client.sources.destroy``

Stage
~~~~~

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.stages # => basecrm.StagesService

Actions:

* Retrieve all stages - ``client.stages.list``

Tag
~~~

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.tags # => basecrm.TagsService

Actions:

* Retrieve all tags - ``client.tags.list``
* Create a tag - ``client.tags.create``
* Retrieve a single tag - ``client.tags.retrieve``
* Update a tag - ``client.tags.update``
* Delete a tag - ``client.tags.destroy``

Task
~~~~

.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.tasks # => basecrm.TasksService

Actions:

* Retrieve all tasks - ``client.tasks.list``
* Create a task - ``client.tasks.create``
* Retrieve a single task - ``client.tasks.retrieve``
* Update a task - ``client.tasks.update``
* Delete a task - ``client.tasks.destroy``

TextMessage

.. code:: python

client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
client.text_messages # => basecrm.TextMessagesService

Actions:

  • Retrieve text messages - client.text_messages.list
  • Retrieve a single text message - client.text_messages.retrieve

User


.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.users # => basecrm.UsersService

Actions:

* Retrieve all users - ``client.users.list``
* Retrieve a single user - ``client.users.retrieve``
* Retrieve an authenticating user - ``client.users.self``

Visit

.. code:: python

client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
client.visits # => basecrm.VisitsService

Actions:

  • Retrieve visits - client.visits.list

VisitOutcome


.. code:: python

    client = basecrm.Client(access_token='<YOUR_PERSONAL_ACCESS_TOKEN>')
    client.visit_outcomes # => basecrm.VisitOutcomesService

Actions:

* Retrieve visit outcomes - ``client.visit_outcomes.list``


Tests
-----

To run all test suites:

.. code:: bash

    $ python setup.py test

And to run a single suite:

.. code:: bash

    $ python setup.py test -s basecrm.test.test_associated_contacts_service.AssociatedContactsServiceTests

Thanks
------

We would like to give huge thanks to
`YunoJuno <https://www.yunojuno.com>`__. They reqlinquished the package
name so we were able to publish official wrapper under **basecrm** name.

Thank You!

License
-------

MIT

Bug Reports
-----------

Report `here <https://github.com/basecrm/basecrm-python/issues>`__.

Contact
-------

BaseCRM developers (developers@getbase.com)


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