salesmanago-tools 0.2.0

Salesmanago Tools is a project designed to simplify working with the Salesmanago API

salesmanago-tools

Python Class for SalesManago integration.

Installation

pip install salesmanago-tools

Third Party Libraries and Dependencies

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

• requests
• aiohttp
• pandas

Class

Start with import from salesmanago_tools.utils import SalesmanagoDataClient

Initialization

salesmanago_client = SalesmanagoDataClient(
    clientId="YOUR CLIENT_ID",
    apiKey="YOUR API_KEY",
    sha="YOUR OWNER_EMAIL",
    owner="YOUR SHA",
    account_name="YOUR ACCOUNT_NAME"
)

Export data with example

Initiates the export process for specific data and returns the data as a CSV generator.

• param value: The value associated with the export, such as an email or tag.
• param addresseeType: The type of recipient (default is "tag").
• return: A CSV generator containing the exported data.

async def example_call_export_data():
    contacts = await salesmanago_client.export_data(value="TEST_TAG", addresseeType="tag")
    return contacts


asyncio.run(example_call_export_data())

This function will make a request to export contacts by tag TEST_TAG

Fetch all contacts from salesmanago

Fetches all contacts from SalesManago and returns them as a list.

• param page_size: The number of contacts to retrieve per request (default is 1000).
• param page: The page number to fetch (default is 1).
• return: A list of contacts, with each contact formatted as a list of details.

async def example_call_fetch_all_contacts_from_salesmanago():
    contacts = await salesmanago_client.fetch_all_contacts_from_salesmanago()
    return contacts


asyncio.run(example_call_fetch_all_contacts_from_salesmanago())

This function will make a request to export all contacts without any filters

Push people to salesmanago

Pushes a list of people to Salesmanago for upsert, handling each person's details and tags.

• param people_list_to_push: A list of people data (dictionaries) ("Email", "Phone", "Country", "City", "Name", "properties") to push to Salesmanago.
• param tags: A list of tags to associate with each person (default is an empty list).
• return: None

async def example_call_push_people_to_salesmanago():
    await salesmanago_client.push_people_to_salesmanago(
        people_list_to_push=[
            {
                "Email": "[e-mail]",
                "Phone": "[phone]",
                "Country": "Ukraine",
                "City": "Dnipro",
                "Name": "Name Surname",
                "properties": {
                    "property1": 1000,
                    "property2": False,
                    "property3": "3000"

                }
            },
            {
                "Email": "[e-mail]",
                "Phone": "[phone]",
                "Country": "Ukraine",
                "City": "Kharkiv",
                "Name": "Name Second Surname",
                "properties": {
                    "property1": 1000,
                    "property2": False,
                    "property3": "3000"

                }
            },
        ],
        tags=["TAG1, TAG2"]
    )


asyncio.run(example_call_push_people_to_salesmanago())

In this example we have added two people, each of them will have tags TAG1 and TAG2

Update tag salesmanago

Updates the tags for a specific contact in Salesmanago.

• param email: The email of the contact whose tags are to be updated.
• param tags: A list of tags to assign to the contact.
• param call_id: An optional call ID to associate with the contact.
• return: None

async def example_call_update_tag_salesmanago():
    await salesmanago_client.update_tag_salesmanago(
        email="[e-mail]", 
        tags=["TAG1", "TAG2"]
    )

asyncio.run(example_call_update_tag_salesmanago())

In this example we have added TAG1 and TAG2 tags to person whose email is [e-mail]

Get contact info by email

Retrieves detailed contact information by email from Salesmanago.

• param contact_email: The email of the contact to retrieve information for.
• return: A dictionary with contact details including name, company, tags, and other properties.

async def example_call_get_contact_info_by_email():
    contact = await salesmanago_client.get_contact_info_by_email(contact_email="[e-mail]")
    return contact

asyncio.run(example_call_get_contact_info_by_email())

In this example, we got additional information about the user knowing only his email.