Method:API Q&A

Re: Making a customer portal integrated app

James Millere — Mon, 30 Jan 2023 12:25:30 GMT

Hi,

Yes, you can use an API to create a customer app where a customer's data is available to that customer. An API (Application Programming Interface) allows you to interact with an external service, such as a database, and retrieve or modify data in a secure manner. By integrating an API into your customer app, you can retrieve customer data stored in a backend system and present it to the customer in a user-friendly interface. The exact implementation will depend on the specific API and the technology stack you are using.

Re: Making a customer portal integrated app

Laks_Method — Thu, 21 May 2020 14:53:12 GMT

Hello,

Yes, you definitely can pull all customer information and make it available in a portal. However, to save you the trouble we already have a customer portal feature that comes along with the Contact Management pack.

Some help articles that might help you get started.

https://help.method.me/en/articles/3162072-account-settings-portal

https://help.method.me/en/articles/3860008-account-settings-portal-screens

https://help.method.me/en/articles/3859989-account-settings-portal-sign-in

https://help.method.me/en/articles/1495862-using-the-contacts-portal-to-view-and-pay-transactions

Feel free to reach out to our support team for more help.

Making a customer portal integrated app

laprairieh — Thu, 21 May 2020 00:20:10 GMT

Can I use the method API to make a customer app where a customers data is available to that customer?