crexperium 1.1.0

Official Python SDK for Crexperium CRM API

Crexperium Python SDK

Official Python SDK for the Crexperium CRM API. This library provides a simple and intuitive interface for integrating your Python applications with Crexperium CRM.

Features

• 🚀 Easy to use: Simple, intuitive API
• 🔄 Automatic retries: Built-in retry logic with exponential backoff
• 🛡️ Type hints: Full type hint support for better IDE integration
• 📝 Comprehensive documentation: Detailed docstrings and examples
• ✅ Well tested: 100% test coverage with unit and integration tests
• 🔌 Flexible: Support for contact identification, deal management, and activity tracking

Installation

pip install crexperium

Or install from source:

git clone https://github.com/crexperium/crexperium-python-sdk.git
cd crexperium-python-sdk
pip install -e .

Quick Start

from crexperium import CRMClient
from decimal import Decimal

# Initialize the client
client = CRMClient(
    api_token="your-api-token"
)

# Identify or create a contact
contact, created = client.contacts.identify(
    external_id="user_123",
    email="[e-mail]",
    first_name="John",
    last_name="Doe"
)

# Create a deal
deal = client.deals.create(
    name="Premium Subscription",
    amount=Decimal("999.99"),
    contact_external_id="user_123",
    currency="USD",
    priority="HIGH"
)

# Log an activity
activity = client.activities.log(
    title="User completed onboarding",
    activity_type="USER_ACTION",
    user_id="user_123",
    metadata={"steps": 5, "time_spent": 120}
)

# Don't forget to close the client
client.close()

Using as Context Manager

from crexperium import CRMClient

with CRMClient(api_token="your-token") as client:
    contact, _ = client.contacts.identify(
        external_id="user_123",
        email="[e-mail]"
    )
    # Client is automatically closed when exiting the context

Core Concepts

Authentication

The SDK uses API token authentication. You can generate an API token from your Crexperium dashboard.

from crexperium import CRMClient

client = CRMClient(
    api_token="your-api-token",
    timeout=30,  # Request timeout in seconds
    max_retries=3,  # Maximum retry attempts
    retry_delay=1.0,  # Initial retry delay in seconds
)

Error Handling

The SDK provides specific exception classes for different error types:

from crexperium import CRMClient
from crexperium.exceptions import (
    AuthenticationError,
    ResourceNotFoundError,
    ValidationError,
    RateLimitError,
    ServerError,
    NetworkError,
)

client = CRMClient(api_token="your-token")

try:
    contact = client.contacts.get("contact-id")
except AuthenticationError:
    print("Invalid API token")
except ResourceNotFoundError:
    print("Contact not found")
except ValidationError as e:
    print(f"Validation failed: {e.errors}")
except RateLimitError as e:
    print(f"Rate limited. Retry after: {e.retry_after}")
except ServerError:
    print("Server error occurred")
except NetworkError:
    print("Network error occurred")

API Reference

Contacts

identify(external_id, email, first_name, last_name, **kwargs)

Identify or create a contact. This is the primary method for SDK user identification.

contact, created = client.contacts.identify(
    external_id="user_123",
    email="[e-mail]",
    first_name="John",
    last_name="Doe",
    phone="[phone]",
    title="Software Engineer"
)

lookup(external_id, email)

Lookup a contact without creating if not found.

contact = client.contacts.lookup(external_id="user_123")
if contact:
    print(f"Found: {contact.full_name}")
else:
    print("Contact not found")

create(email, first_name, last_name, **kwargs)

Create a new contact.

contact = client.contacts.create(
    email="[e-mail]",
    first_name="John",
    last_name="Doe"
)

get(contact_id)

Get a contact by ID.

contact = client.contacts.get("contact-uuid")

update(contact_id, **kwargs)

Update a contact.

contact = client.contacts.update(
    "contact-uuid",
    first_name="Jane",
    title="Senior Engineer"
)

list(**filters)

List contacts with optional filters.

contacts = client.contacts.list(status="CUSTOMER")

mark_contacted(contact_id)

Mark contact as contacted.

contact = client.contacts.mark_contacted("contact-uuid")

update_status(contact_id, status)

Update contact status.

contact = client.contacts.update_status("contact-uuid", "CUSTOMER")

Deals

create(name, amount, contact_id, **kwargs)

Create a deal with flexible contact identification.

from decimal import Decimal

deal = client.deals.create(
    name="Premium Subscription",
    amount=Decimal("999.99"),
    contact_external_id="user_123",  # Or use contact_id or contact_email
    currency="USD",
    pipeline="Sales Pipeline",  # Optional: pipeline name or ID
    stage="Prospecting",  # Optional: stage name or ID
    priority="HIGH",
    tags=["premium", "annual"],
    custom_fields={"source": "website"}
)

get(deal_id)

Get a deal by ID.

deal = client.deals.get("deal-uuid")

update(deal_id, **kwargs)

Update a deal.

deal = client.deals.update(
    "deal-uuid",
    amount=Decimal("1499.99"),
    priority="URGENT"
)

list(**filters)

List deals with optional filters.

deals = client.deals.list(status="OPEN", priority="HIGH")

move_stage(deal_id, stage_id, notes)

Move deal to a new stage.

deal = client.deals.move_stage(
    "deal-uuid",
    "stage-uuid",
    notes="Customer requested demo"
)

get_history(deal_id)

Get stage history for a deal.

history = client.deals.get_history("deal-uuid")

by_stage(pipeline_id, **filters)

Get deals grouped by stage (for kanban view).

stages = client.deals.by_stage("pipeline-uuid", status="OPEN")

Activities

log(title, activity_type, user_id, email, **kwargs)

Log an activity from your backend system.

activity = client.activities.log(
    title="User completed onboarding",
    activity_type="USER_ACTION",
    user_id="user_123",  # external_id
    email="[e-mail]",  # Fallback if user_id not found
    description="User finished all onboarding steps",
    metadata={
        "steps_completed": 5,
        "time_spent_seconds": 120,
        "completion_rate": 100
    }
)

create(title, activity_type, **kwargs)

Create an activity (generic endpoint).

activity = client.activities.create(
    title="Meeting scheduled",
    activity_type="MEETING",
    description="Initial discovery call"
)

get(activity_id)

Get an activity by ID.

activity = client.activities.get("activity-uuid")

list(**filters)

List activities with optional filters.

activities = client.activities.list(activity_type="USER_ACTION")

timeline(related_to_type, related_to_id)

Get activity timeline for a specific entity.

timeline = client.activities.timeline("contact", "contact-uuid")

recent(activity_type)

Get recent activities (last 30 days).

recent = client.activities.recent(activity_type="DEAL_CREATED")

Complete Example

Here's a complete example showing a typical integration workflow:

from crexperium import CRMClient
from decimal import Decimal

# Initialize client
with CRMClient(api_token="your-api-token") as client:
    # 1. User signs up in your app
    contact, created = client.contacts.identify(
        external_id="user_12345",
        email="[e-mail]",
        first_name="John",
        last_name="Doe",
        phone="[phone]"
    )

    if created:
        print(f"New contact created: {contact.full_name}")
    else:
        print(f"Existing contact found: {contact.full_name}")

    # 2. Log signup activity
    client.activities.log(
        title="User signed up",
        activity_type="USER_ACTION",
        user_id="user_12345",
        metadata={"source": "website", "plan": "free"}
    )

    # 3. User upgrades to premium
    client.activities.log(
        title="User upgraded to premium",
        activity_type="USER_ACTION",
        user_id="user_12345",
        metadata={"plan": "premium", "amount": 99.99}
    )

    # 4. Create a deal for the upgrade
    deal = client.deals.create(
        name=f"Premium Upgrade - {contact.full_name}",
        amount=Decimal("99.99"),
        contact_external_id="user_12345",
        currency="USD",
        priority="MEDIUM",
        tags=["upgrade", "premium"],
        custom_fields={
            "previous_plan": "free",
            "upgrade_date": "2024-01-15"
        }
    )

    print(f"Deal created: {deal.name} - ${deal.amount}")

    # 5. Move deal through stages as user completes onboarding
    # (Assuming you have the stage IDs)
    deal = client.deals.move_stage(
        deal.id,
        "qualification-stage-uuid",
        notes="User completed profile setup"
    )

    # 6. Get complete activity timeline for the contact
    timeline = client.activities.timeline("contact", contact.id)
    print(f"Total activities: {len(timeline)}")

Development

Setting up Development Environment

# Clone the repository
git clone https://github.com/crexperium/crexperium-python-sdk.git
cd crexperium-python-sdk

# Create virtual environment
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

# Install development dependencies
pip install -e ".[dev]"

Running Tests

# Run unit tests
pytest tests/ -v

# Run with coverage
pytest tests/ --cov=crexperium --cov-report=html

# Run integration tests (requires API token)
export CREXPERIUM_API_TOKEN="your-api-token"
export CREXPERIUM_BASE_URL="http://localhost:8000"
pytest tests/test_integration.py -v

Code Formatting

# Format code with black
black crexperium/ tests/

# Check with flake8
flake8 crexperium/ tests/

# Type checking with mypy
mypy crexperium/

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

Support

• 📧 Email: [e-mail]
• 📚 Documentation: https://docs.crexperium.com
• 🐛 Bug Reports: https://github.com/crexperium/crexperium-python-sdk/issues

License

This project is licensed under the MIT License - see the LICENSE file for details.

Changelog

Version 1.0.0 (2025-01-01)

• Initial release
• Contact management (identify, lookup, create, update, list)
• Deal management (create, update, move through stages)
• Activity logging and tracking
• Comprehensive error handling
• Automatic retries with exponential backoff
• Full test coverage