salesmanago-python-api

Python API for SalesManago integration.

Installation

Install this library in a virtualenv using pip. virtualenv is a tool to create isolated Python environments. The basic problem it addresses is one of dependencies and versions, and indirectly permissions. With virtualenv, it's possible to install this library without needing system install permissions, and without clashing with the installed system dependencies.

Mac/Linux

pip install virtualenv virtualenv source /bin/activate /bin/pip install salesmanago_python_api

Windows

pip install virtualenv virtualenv \Scripts\activate \Scripts\pip.exe install salesmanago_python_api

Supported Python Versions

Python 3.7, and 3.8 are fully supported and tested. This library may work on later versions of 3, but we do not currently run tests against those versions

Deprecated Python Versions Python <= 3.7

Third Party Libraries and Dependencies

The following libraries will be installed when you install the client library:

requests

Services

Currently client service is supported PARTIALLY, event service is supported only for inserts. I've needed only a few methods and those were implemented.

SalesManagoClientService handles:

• insert
• upsert
• update
• delete

SalesManagoClientService handles:

• addContactExtEvent
• batchAddContactExtEvent

Usage of Client Service

Start with import ;) from salesmanago_python_api.services import SalesManagoClientService

Since SalesManago has different data requirements for all supported methods, it's required to interface with the client service using SalesManagoClientData class. It will handle all the required formatting for you.

clientServiceClass = SalesManagoClientService(
    apiKey=API_KEY,
    clientId=CLIENT_ID,
    apiSecret=API_SECRET,
    serverDomain=SERVER_DOMAIN
)

clientDataClass = clientServiceClass.ClientData
clientData = clientDataClass(
    email='unittest@salesmanagopythonapi.pl',
    owner=REAL_OWNER
)

response = clientServiceClass.insert(clientData)
response.raise_for_status()
response_json = response.json()

SalesManagoClientService needs to be initialized only once, it setups requests Session and handles the request build process.

clientServiceClass = SalesManagoClientService(
    apiKey=API_KEY,
    clientId=CLIENT_ID,
    apiSecret=API_SECRET,
    serverDomain=SERVER_DOMAIN
)

#insert new client into SM database.
clientDataClass = clientServiceClass.ClientData
clientData = clientDataClass(
    email='client@salesmanagopythonapi.pl',
    owner='owner@company.com'
)
clientServiceClass.insert(clientData)


#update SM client with newMail and state
clientUpdateData = clientDataClass(
    email='client@salesmanagopythonapi.pl',
    owner='owner@company.com',
    state='CUSTOMER',
    newMail='newmail@salesmanagopythonapi.pl'
)
clientServiceClass.update(clientUpdateData)

#delete him
clientDeleteData = clientDataClass(
    email='newmail@salesmanagopythonapi.pl',
    owner='owner@company.com'
)
clientServiceClass.delete(clientData)

Properties on SalesManagoClientData

• email: str - Required Contact E-mail
• owner: str - Required Owner E-mail
• state: str - one of ['CUSTOMER', 'PROSPECT', 'PARTNER', 'OTHER', 'UNKNOWN]
• name: Optional[str]
• phone: Optional[str]
• fax: Optional[str]
• company: Optional[str]
• externalId: Optional[str]
• newEmail: Optional[str]
• birthday: Optional[datetime.date]
• address_streetAddress: Optional[str]
• address_zipCode: Optional[str]
• address_city: Optional[str]
• address_country: Optional[str]
• lang: Optional[str]
• tags: list = field(default_factory=list)
• removeTags: list = field(default_factory=list)
• forceOptOut: bool
• forceOptIn: bool
• forcePhoneOptOut: bool
• forcePhoneOptIn: bool
• useApiDoubleOptIn: bool
• properties: dict = field(default_factory=dict)
• province: str

Tags / removeTags and properties

Tags and removeTags have nice methods:

clientData.add_tag('XXX')
clientData.remove_tag('XXX')

clientData.add_removeTags('XXX')
clientData.remove_removeTags('XXX')

Properties have those too :)

clientData.add_property('key', 'value')
clientData.remove_property('key')

Running tests VS real API

To run real tests vs REAL API some enviroment variables need to be set:

• TEST_REAL_API -> True
• REAL_API_KEY
• REAL_API_SECRET
• REAL_CLIENT_ID
• REAL_OWNER
• REAL_SERVER_DOMAIN

To set enviroment variables use set in Linux or export in Windows.