Rechercher un client

Nous recommandons la lecture de la rubrique CONTACTS pour une explication de la hierarchie de la structure des contacts

Un client peut ĂȘtre une personne (particulier) ou une organisation (entreprise), pour rechercher un particulier vous devez utiliser /apps/:appId/persons et pour une entreprise /apps/:appId/organizations.

Pour rechercher une personne (particulier) :

Deux options s'offre Ă  vous la premiĂšre vous pouvez recherche par l'id de votre particulier. Si vous ne disposez pas de l'id du particulier, vous pouvez rĂ©aliser une requĂȘte filtrĂ©e.

Pour la recherche par nom de famille :

var myHeaders = new Headers();

myHeaders.append("Authorization", "Bearer <token>");

var formdata = new FormData();

var requestOptions = {
		method: 'GET',
		headers: myHeaders,
		body: formdata,
		redirect: 'follow'
};

fetch("https://api.sinao.app/v1/apps/:appId/persons/:id?expand[]=relationship&expand[]=establishments&expand[]=establishments.contacts&filters[0][name]=lastname&filters[0][comparator]=LIKE&filters[0][value]=:nom_de_famille", requestOptions)
		.then(response => response.text())
		.then(result => console.log(result))
		.catch(error => console.log('error', error));
{
    "data": [
        {
            "id": 41,
            "civility": "M",
            "lastname": "Test",
            "firstname": "Client",
            "image": "/services/avatar/ClientTest/CT",
            "metadata": null,
            "deleted_at": null,
            "created_at": "2023-10-18T07:46:01.000000Z",
            "updated_at": "2023-10-18T07:46:01.000000Z",
            "civil_name": "M Test",
            "name": "Client Test",
            "initials": "CT",
            "type": "person",
            "relationship": {
                "id": 53,
                "is_customer": null,
                "is_supplier": null,
                "is_prospect": null,
                "main_contact_person": null,
                "referring_commercial": null,
                "importance_level": null,
                "rating": null,
                "is_notifying": null,
                "note": null,
                "contactplace": null,
                "tags": [],
                "discount": null,
                "details": null,
                "payment_swift": "BDFEFRPPCCT",
                "payment_iban": "FR7630001007941234567890185",
                "payment_period": null,
                "payment_methods": null,
                "metadata": null,
                "created_at": "2023-10-18T07:46:01.000000Z",
                "updated_at": "2023-10-23T12:31:36.000000Z",
                "deleted_at": null,
                "accounting_infos": {
                    "balance_initial_amount": null,
                    "reference": null,
                    "customer_id": null,
                    "supplier_id": null,
                    "accounting_number_customer": "411",
                    "accounting_number_supplier": "401"
                },
                "contact_type": "person"
            }
        },
    ],
}

Pour la recherche avec id :

var myHeaders = new Headers();

myHeaders.append("Authorization", "Bearer <token>");

var formdata = new FormData();

var requestOptions = {
		method: 'GET',
		headers: myHeaders,
		body: formdata,
		redirect: 'follow'
};

fetch("https://api.sinao.app/v1/apps/:appId/persons/:id?expand[]=relationship&expand[]=establishments&expand[]=establishments.contacts", requestOptions)
		.then(response => response.text())
		.then(result => console.log(result))
		.catch(error => console.log('error', error));
{
    "id": 41,
    "civility": "M",
    "lastname": "Test",
    "firstname": "Client",
    "image": "/services/avatar/ClientTest/CT",
    "metadata": null,
    "deleted_at": null,
    "created_at": "2023-10-18T07:46:01.000000Z",
    "updated_at": "2023-10-18T07:46:01.000000Z",
    "civil_name": "M Test",
    "name": "Client Test",
    "initials": "CT",
    "type": "person",
    "relationship": {
        "id": 53,
        "is_customer": null,
        "is_supplier": null,
        "is_prospect": null,
        "main_contact_person": null,
        "referring_commercial": null,
        "importance_level": null,
        "rating": null,
        "is_notifying": null,
        "note": null,
        "contactplace": null,
        "tags": [],
        "discount": null,
        "details": null,
        "payment_swift": null,
        "payment_iban": null,
        "payment_period": null,
        "payment_methods": null,
        "metadata": null,
        "created_at": "2023-10-18T07:46:01.000000Z",
        "updated_at": "2023-10-18T07:46:01.000000Z",
        "deleted_at": null,
        "accounting_infos": {
            "balance_initial_amount": null,
            "reference": null,
            "customer_id": null,
            "supplier_id": null,
            "accounting_number_customer": "411",
            "accounting_number_supplier": "401"
        },
        "contact_type": "person"
    }
}