Everything WB is covering pretty much, but then also would like to add some general info about authenticating also and how the API user relates back to user permissions in the UI (Client, Company and module access permissions) - see separate articles.
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ON THIS PAGE YOU WILL FIND:
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HEADER
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CONNECT TO YOUR WORKBOOK INSTANCE
Authentication can be done in several ways using;
Basic authentication (with basic you can call every request if you include the correct headers and this is only to be used if you’re running HTTPS.
LDAP
2Factor
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TEST WITH THE API
Below is a test was done using POSTMAN and the connection type of basic authentication.
As you’ll be able to see the same data that was shown within the interface is able to be retrieved out in JSON format that you can build toward. A common practice to use the API with is building dashboards and data extraction points. The example below is data taken from two different areas, one is the client and some of the other data is the client responsible mixed in with a certain profile type selected ( in this case it’s ID 7 which translates to “mail out”)
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HOW DO I FIND OUT THE CALLED NEEDED?
One way to find the needed API calls is to open up the inspecting tool within your browser, one way to do it is to press F12 in most browsers (this was done in chrome) and look for the network area. In the network area, you can refresh WorkBook on the top right and it will display all the calls that the program is using.
An alternative way to get the console is to right-click with your mouse while having the cursor on the top bar, marked in this screenshot in a black tint color.
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