SimplePin's authorization framework enables third-party applications to obtain access to important resources like customers and invoices. Before you get started with making API requests, you have to create a company account. Once an account is registered you will obtain your authorization and token, which will be used to identify your company when calling the SimplePin API. It's also possible to create a company account using the SimplePin API. In order to do so, you need to be a trusted partner.
SimplePin API entities
API controllers and their calls allow you to perform manipulations on the following data/business entities:
Staging vs Production environment
In order to achieve the highest quality of integration, developers should start by integrating SimplePin's STAGING environment first. Only after the integration is completed and certified by SimplePin's integration team, the PRODUCTION environment should be configured.
Credentials to access your SimplePin company account
To start the integration process, create a company account in the staging environment with the following link:
Follow all registration steps and activate your account by validating your email address.
Configuring Authorization Token keys for API integration
Every API call is identified by secure parameters in headers: Authorization and Token. To configure these parameters, login into SimplePin's admin interface at https://staging.simplepin.com/company/sign-in and go to settings / API where you will be presented with a configuration interface.
SimplePin allows developers to create multiple sets of keys to identify different clients.
If you would like to receive status update notifications on different events (payment status, customer update, invoice update etc..) you can configure one or multiple URLs in settings / API.
End-point URL for API calls
As soon as an environment is configured, you can use the following URL to interact with SimplePin's API: https://staging.simplepin.com/api/v2
Now that everything is ready for you to start integration, follow these integration steps:
1. In an ERP or any business management make sure that the customer and the invoice information is ready.
2. With methods getCustomer, updateCustomer, addCustomer make sure that the information exists in SimplePin's database.
3. With Customer's Policy_ID create a new invoice using the addInvoice method.