Introduction

A documentation portal for the API can be found at here: integration.salesscreen.com
This portal contains an overview of all the available methods, together with a short description of how to use them. When you start making requests to the API, use the following base URL: https://integration.salesscreen.com/  

If the documentation portal reads for instance POST Customer/Add , this means that this method accepts POST requests, and can be found at https://integration.salesscreen.com/Customer/Add .

To get started you will need to have two parameters ready:

  • The first is a parameter called CompanyKey. This parameter is unique for every company in SalesScreen and is used to authenticate your request.
  • The second parameter you will need is called ExternalSystemId. This parameter is used to identify the system from which you are integrating. All API methods requires these two parameters, if you fail to provide either one you will receive a 400 Bad Request from the API. If the CompanyKey you are sending for some reason is invalid, the API will return a 401 Unathorised HTTP code.


Get your CompanyKey and ExternalSystemId

CompanyKey

The first step is to click on Manage at the bottom left corner of SalesScreen.

A menu will pop up, where you can proceed to click on Settings under the Misc headline:

In the Settings menu, click the API keys button:

You will be able to find your Company Key

ExternalSystemId

Send us an email to [email protected] with the details of the 3rd party system you want to integrate with SalesScreen. 

Suggested Approach

Before we get started one key factor should be mentioned. You do not need to store any data from SalesScreen in order to integrate with us. The Integration API is designed to accept external identifiers for each request, meaning we do not return any data for you to use. For instance, if you want to add a new user from an existing system, you should use the identifier from that system. When you add this user we will create a corresponding local user in SalesScreen, and store the mapping between this user and the external identifier that you provide. In every subsequent call to the API for which a user identifier is needed, you should use the external identifier. This is true for every entity you add to the SalesScreen Integration API.

Add Teams

In SalesScreen every user is part of a team. A company can contain any number of teams. If the system from which you are integrating from has a similar concept (team, department, etc), this is the first thing you should add. If the existing system you are integrating from does not contain teams (or something similar), this step can be skipped. It is possible to create teams from the SalesScreen web dashboard, and add users to these teams.

Method:  POST /Team/Add
Documentation

Add Users

The next step is to add users to the system. An email address is required for each user, this is needed for users to be able to log in to our system.

Method: POST /User/Add
Documentation

Add Products

Sales activity is usually connected with a specific product. To be able to track sales activity on a product basis, we offer the possibility to add products in our system. Each product in SalesScreen is given a specific type. As of today we support 4 different such types: Sales, Activity, Offer or Meeting. To get the identifiers connected with each type, use the following endpoint (Documentation): GET /Product/GetAllProductTypes/{companyKey} 

Method: POST /Product/Add
Documentation

Add Customers (Optional)

A lot of our customers want to register the customer for each sales activity. Customers will have to be added to SalesScreen before you add them as a part of a sales report.

Method: POST Customer/Add
Documentation

Add Reports

After setting up teams, users, products, and customers, you can now start adding your sales activity to SalesScreen. Remember to add the relevant identifiers for these entities, if you want to use them. If you don’t provide a user identifier or a product identifier, your request will be denied.

If you wish to add status information to each sales activity, this is also possible. What kind of status information you can store depends on the product type. To get a complete list of the available statuses for your company, use the following endpoint (Documentation): GET /Product/GetAllInternalProducts/{companyKey}  

Method: POST Report/Add
Documentation

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