Re: Trouble inserting Notes via API

Ted Pikul — Wed, 11 Sep 2013 16:53:07 GMT

Looks like that was the issue, the dashboard that I was viewing had to be copied/edited to include the Notes field. Thanks for your quick response.

Re: Trouble inserting Notes via API

Method_David — Tue, 10 Sep 2013 18:37:10 GMT

Hi Ted Pikul,

Has the 'Notes' field been added to the customer dashboard screen you are referring to?

According to the message you recieved back from the api everything went through no problem....and the API is pretty rigid about throwing errors when something goes wrong.

Dave

Trouble inserting Notes via API

Ted Pikul — Tue, 10 Sep 2013 08:13:10 GMT

I've been successfully using the Method API to add lead data into the Customer table with one exception: the "Notes" field. Even though the call returns a succesful response, the "Notes" data sent does not appear within the customers data on the dashboard. Below is an example request made via SoapUI with the response. Any input about where to find this data if it's even being saved would be appreciated.

Request:

<soap:Envelope xmlns:soap="http://www.w3.org/2003/05/soap-envelope" xmlns:tem="http://tempuri.org/">
<soap:Header/>
<soap:Body>
<tem:MethodAPIInsertV2>

<tem:strCompanyAccount>?</tem:strCompanyAccount>

<tem:strLogin>?</tem:strLogin>

<tem:strPassword>?</tem:strPassword>

<tem:strSessionID/>

<tem:strTable>Customer</tem:strTable>

<tem:arrInsertFieldsArray>

<tem:string>Email</tem:string>
<tem:string>IsLeadStatusOnly</tem:string>
<tem:string>FirstName</tem:string>
<tem:string>LastName</tem:string>
<tem:string>IsActive</tem:string>
<tem:string>LeadRating</tem:string>
<tem:string>LeadSource</tem:string>
<tem:string>LeadStatus</tem:string>
<tem:string>Name</tem:string>
<tem:string>Phone</tem:string>
<tem:string>Notes</tem:string>
</tem:arrInsertFieldsArray>

<tem:arrInsertValueArray>

<tem:string>myemail@mail.com</tem:string>
<tem:string>True</tem:string>
<tem:string>FirstNameWebTest</tem:string>
<tem:string>LastNameWebTest</tem:string>
<tem:string>True</tem:string>
<tem:string>Hot</tem:string>
<tem:string>Web</tem:string>
<tem:string>Open</tem:string>
<tem:string>FirstNameWebTest FirstNameWebTest</tem:string>
<tem:string>555-555-5555</tem:string>
<tem:string>My Test Note</tem:string>
</tem:arrInsertValueArray>
</tem:MethodAPIInsertV2>
</soap:Body>
</soap:Envelope>

Response:

<soap:Envelope xmlns:soap="http://www.w3.org/2003/05/soap-envelope" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<soap:Body>
<MethodAPIInsertV2Response xmlns="http://tempuri.org/">
<MethodAPIInsertV2Result><?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Success" RecordID="16171" ></MethodAPI></MethodAPIInsertV2Result>
</MethodAPIInsertV2Response>
</soap:Body>
</soap:Envelope>

Method:API Q&A

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Trouble inserting Notes via API