API Code Samples
Introduction
Following are samples for using the low level CommitCRM API. The samples are basic and provide an easy starting point.
API functions
For detailed listing of the API functions and their parameters see API Functions Reference Manual.
Code samples
Data Retrieval API Samples
VB Sample - Data Retrieval
Private Declare Sub CmtInitDbQryDll Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xSoftWareName As String, _ ByVal xDbPath As String, _ ByRef xvStatus As Integer) Private Declare Sub CmtTerminateDbQryDll Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" () Private Declare Sub CmtGetDescriptionByCode Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xCode As Long, _ ByVal xDescLen As Long, _ ByVal xvDesc As String) Private Declare Sub CmtGetDescriptionByStatus Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xCode As Long, _ ByVal xDescLen As Long, _ ByVal xvDesc As String) Private Declare Sub InitCommonControls Lib "comctl32.dll" () Private Declare Sub CmtGetFieldAttributesByRecId Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xXMLRequestBuff As String, _ ByVal xXMLRequestBuffLen As Integer, _ ByVal xXMLResponseDataBuff As String, _ ByVal xXMLResponseDataBuffLen As Integer, _ ByRef xvStatus As Integer) Private Declare Sub CmtGetRecordDataByRecId Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xXMLRequestBuff As String, _ ByVal xXMLRequestBuffLen As Integer, _ ByVal xXMLResponseDataBuff As String, _ ByVal xXMLResponseDataBuffLen As Integer, _ ByRef xvStatus As Integer) Private Declare Sub CmtGetQueryRecIds Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xXMLRequestBuff As String, _ ByVal xXMLRequestBuffLen As Integer, _ ByVal xXMLResponseDataBuff As String, _ ByVal xXMLResponseDataBuffLen As Integer, _ ByRef xvStatus As Integer) Private Const C_Ok As Integer = 1 Private Const C_AppName As String = "Demo" Private Const C_ErrorDescSize As Integer = 1024 Private Const C_REC_ID_LEN As Integer = 20 Private Const C_TktDataBuffSize As Integer = 1024 Private Const C_ChargeDataBuffSize As Integer = 16384 rem *** XML containing a query for retrieving Charges of a specific Ticket Private Function GetChargesRecIdOfTkRequstXml(xcTktRecId) GetChargesRecIdOfTkRequstXml = "<?xml version=""1.0"" ?>" & _ "<?commitcrmxmlqueryrequest version=""1.0"" ?>" & _ "<CommitCRMQueryDataRequest>" & _ "<ExternalApplicationName>" & C_AppName & "</ExternalApplicationName>" & _ "<Datakind> CHARGE </Datakind>" & _ "<MaxRecordCount> 100 </MaxRecordCount>" & _ "<Query>" & _ "<Where>" & _ "<Link> ( </Link>" & _ "<FLDSLPTICKETID op=""="">" & xcTktRecId & "</FLDSLPTICKETID>" & _ "<Link> ) </Link>" & _ "</Where>" & _ "<Order>" & _ "<FLDSLPSLIPDATE dir=""asc""> </FLDSLPSLIPDATE>" & _ "</Order>" & _ "</Query>" & _ "</CommitCRMQueryDataRequest>" End Function rem *** String containing the Charge fields to be retrieved Private Function GetChargeFlds() GetChargeFlds = "FLDSLPCARDID_FLDCRDFULLNAME" & "," & _ "FLDSLPCONTACTID_FLDCRDCONTACT" & "," & _ "FLDSLPTICKETID_FLDTKTTICKETNO" & "," & _ "FLDSLPBCRECID_FLDBCTCODE" & "," & _ "FLDSLPBCRECID_FLDBCTNAME" & "," & _ "FLDSLPITEMID_FLDITMITEMNO" & "," & _ "FLDSLPITEMID_FLDITMNAME" & "," & _ "FLDSLPSLIPDATE" & "," & _ "FLDSLPSTARTTIME" & "," & _ "FLDSLPENDTIME" & "," & _ "FLDSLPQUANTITY" & "," & _ "FLDSLPPRICE" & "," & _ "FLDSLPBILLTOTAL" & "," & _ "FLDSLPHOURSAMOUNT" & "," & _ "FLDSLPITEMUNITISHOUR" & "," & _ "FLDSLPITEMTYPEGROUP" & "," & _ "FLDSLPRECID" & "," & _ "FLDSLPDESC" End Function rem *** XML for retrieving a specific Charge Private Function GetChargeRecDataReqXml(xcRecId) GetChargeRecDataReqXml = "<?xml version=""1.0"" ?>" & _ "<?commitcrmxmlgetrecdatarequest version = ""1.0"" ?>" & _ "<CommitCRMGetRecDataRequest>" & _ "<ExternalApplicationName>" & C_AppName & "</ExternalApplicationName>" & _ "<GetRecordByRecId>" & xcRecId & "</GetRecordByRecId>" & _ "<SelectFieldsList>" & GetChargeFlds() & " </SelectFieldsList>" & _ "</CommitCRMGetRecDataRequest>" End Function rem ************************************************************************************************* rem *** This code shows how to retrieve charges of a specific Ticket. rem *** It performs the following steps: rem *** 1. Initialized a connection with the database rem *** 2. Calls CmtGetQueryRecIds to retrieve the Charges of a specific ticket according to the query rem *** defined in aRequestXml (which is returned from GetChargesRecIdOfTkRequstXml) rem *** 3. Calls CmtGetRecordDataByRecId to retrieve the Charge details of all charges returned. rem ************************************************************************************************* Public Sub DbQry() Dim nStatus As Integer Dim aTktXMLResponseDataBuff As String * C_TktDataBuffSize Dim aChargeXMLResponseDataBuff As String * C_ChargeDataBuffSize Dim aErrorDescSize As String * C_ErrorDescSize Dim aChargesRecIdStr As String Dim aCurChargeRecIdStr As String Rem **** Establishing connection with Commit, Should be called only once for the entire session ****** Call CmtInitDbQryDll(C_AppName, "c:\DemoVBA\DB\", nStatus) If nStatus <> C_Ok Then Call CmtGetDescriptionByStatus(nStatus, C_ErrorDescSize, aErrorDescSize) MsgBox ("Commit Init failed. Status Error code: " & nStatus & CHR(13) & CHR(10) & aErrorDescSize ) Else rem *** ADD YOUR CODE HERE (replace the line below this section): rem *** Change the ticket ID below to fit a real ticket in your database. aRequestXml = GetChargesRecIdOfTkRequstXml("TKTVHIUTGO5KGUUCB4SL") Call CmtGetQueryRecIds(aRequestXml, Len(aRequestXml), aTktXMLResponseDataBuff, C_TktDataBuffSize, nStatus) If nStatus <> C_Ok Then MsgBox (aTktXMLResponseDataBuff) Call CmtGetDescriptionByStatus(nStatus, C_ErrorDescSize, aErrorDescSize) MsgBox ("Failed. Status Error : " & nStatus & CHR(13) & CHR(10) & aErrorDescSize ) rem *** ADD YOUR CODE HERE: rem *** parse the XML Buffer -> aTktXMLResponseDataBuff. Extract the error code that was returned from the api*** rem *** Call CmtGetDescriptionByCode(ErrorCodeFromXml, C_ErrorDescSize, aErrorDescSize) rem *** MsgBox ("Failed. XML Error : " & ErrorCodeFromXml & CHR(13) & CHR(10) & aErrorDescSize ) Else MsgBox (aTktXMLResponseDataBuff) rem **** ADD YOUR CODE HERE (replace the line below this section): rem **** parse the XML Buffer(extract the charge(s) recid of the ticket) -> aTktXMLResponseDataBuff **** rem **** The aChargesRecIdStr vairable contain the Charges recid that were extracted from the XML buffer aChargesRecIdStr = "SLPXBV3YB7F9F2DPGDC5SLPLORCIOPWYP5VW4NWASLPFYKGUNYT8E3NE23XU" Do while (Len(aChargesRecIdStr)> 0 ) aCurChargeRecIdStr = Left(aChargesRecIdStr, C_REC_ID_LEN) aChargesRecIdStr = Right(aChargesRecIdStr, Len(aChargesRecIdStr) - C_REC_ID_LEN) aRequestXml = GetChargeRecDataReqXml(aCurChargeRecIdStr) Call CmtGetRecordDataByRecId(aRequestXml, Len(aRequestXml), aChargeXMLResponseDataBuff, C_ChargeDataBuffSize, nStatus) If nStatus <> C_Ok Then MsgBox (aChargeXMLResponseDataBuff ) Call CmtGetDescriptionByStatus(nStatus, C_ErrorDescSize, aErrorDescSize) MsgBox ("Failed. Status Error : " & nStatus & CHR(13) & CHR(10) & aErrorDescSize ) rem *** ADD YOUR CODE HERE: rem *** parse the XML Buffer -> aChargeXMLResponseDataBuff. Extract the error code that was return from the api*** rem *** Call CmtGetDescriptionByCode(nStatus,C_ErrorDescSize, aErrorDescSize) rem *** MsgBox ("Failed. XML Error : " & ErrorCodeFromXml & CHR(13) & CHR(10) & aErrorDescSize ) Else MsgBox (aChargeXMLResponseDataBuff) rem **** ADD YOUR CODE HERE: parse the XML Buffer(extract the charge info) -> aChargeXMLResponseDataBuff **** End If loop End If End If Call CmtTerminateDbQryDll End Sub
VB Sample - Field Attributes Retrieval
Private Declare Sub CmtInitDbQryDll Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xSoftWareName As String, _ ByVal xDbPath As String, _ ByRef xvStatus As Integer) Private Declare Sub CmtTerminateDbQryDll Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" () Private Declare Sub CmtGetDescriptionByCode Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xCode as long, _ ByVal xDescLen as long, _ ByVal xvDesc As String) Private Declare Sub CmtGetDescriptionByStatus Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xCode as long, _ ByVal xDescLen as long, _ ByVal xvDesc As String) Private Declare Sub InitCommonControls Lib "comctl32.dll" () Private Declare Sub CmtGetFieldAttributesByRecId Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xXMLRequestBuff As String, _ ByVal xXMLRequestBuffLen As Integer, _ ByVal xXMLResponseDataBuff As String, _ ByVal xXMLResponseDataBuffLen As Integer, _ ByRef xvStatus As Integer) Private Declare Sub CmtGetRecordDataByRecId Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xXMLRequestBuff As String, _ ByVal xXMLRequestBuffLen As Integer, _ ByVal xXMLResponseDataBuff As String, _ ByVal xXMLResponseDataBuffLen As Integer, _ ByRef xvStatus As Integer) Private Declare Sub CmtGetQueryRecIds Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbQry.dll" ( _ ByVal xXMLRequestBuff As String, _ ByVal xXMLRequestBuffLen As Integer, _ ByVal xXMLResponseDataBuff As String, _ ByVal xXMLResponseDataBuffLen As Integer, _ ByRef xvStatus As Integer) Private Const C_Ok As Integer = 1 Private Const C_AppName As String = "Demo" Private Const C_ErrorDescSize As Integer = 1024 Private Const C_DataBuffSize As Integer = 1024 rem *** XML containing the request for CmtGetFieldAttributesByRecId with the requested Field ID Private Function GetFldAttrRequstXml(xcDicId) GetFldAttrRequstXml = "<?xml version=""1.0"" ?>" & _ "<?commitcrmxmlgetfieldattributesrequest version = ""1.0"" ?>" & _ "<CommitCRMGetRecDataRequest>" & _ "<ExternalApplicationName>" & C_AppName & "</ExternalApplicationName>" & _ "<GetRecordByRecId>" & xcDicId & "</GetRecordByRecId>" & _ "</CommitCRMGetRecDataRequest>" End Function rem ************************************************************************************************* rem *** This code shows how to retrieve field attributes (e.g Field Label, Field Name, etc.) rem *** from the CommitCRM database dictionary. rem *** It performs the following steps: rem *** 1. Initialized a connection with the database rem *** 2. Calls CmtGetFieldAttributesByRecId to retrieve the details of a specific field according to the field ID defined rem *** in aRequestXml rem ************************************************************************************************* Public Sub DbQry() Dim nStatus As Integer Dim aXMLResponseDataBuff As String * C_DataBuffSize Dim aErrorDescSize As String * C_ErrorDescSize Dim aRequestXml as String Call CmtInitDbQryDll(C_AppName, "c:\DemoVBA\DB\", nStatus) If nStatus <> C_Ok Then Call CmtGetDescriptionByStatus(nStatus, C_ErrorDescSize, aErrorDescSize) MsgBox ("Commit Init failed. Status Error code: " & nStatus & CHR(13) & CHR(10) & aErrorDescSize ) Else aRequestXml = GetFldAttrRequstXml("FLDCRDCITY") Call CmtGetFieldAttributesByRecId(aRequestXml, Len(aRequestXml), aXMLResponseDataBuff, C_DataBuffSize, nStatus) If nStatus <> C_Ok Then MsgBox (aXMLResponseDataBuff ) Call CmtGetDescriptionByStatus(nStatus, C_ErrorDescSize, aErrorDescSize) MsgBox ("Failed. Status Error : " & nStatus & CHR(13) & CHR(10) & aErrorDescSize ) rem *** ADD YOUR CODE HERE: parse the XML Buffer -> aXMLResponseDataBuff. Extract the error code that was return from the api*** rem *** Call CmtGetDescriptionByCode(ErrorCodeFromXml , C_ErrorDescSize, aErrorDescSize) rem *** MsgBox ("Failed. XML Error : " & ErrorCodeFromXml & CHR(13) & CHR(10) & aErrorDescSize ) Else MsgBox (aXMLResponseDataBuff) rem *** ADD YOUR CODE HERE: parse the XML Buffer -> aXMLResponseDataBuff *** End If End If Call CmtTerminateDbQryDll End Sub
Data Update API Samples
The following code samples demonstrate how to add and update a record in CommitCRM from VBA, C++ or Delphi programs.
Make sure to read CommitCRM API Developers Guide before going through the samples, as it provides an overview of the Commit API work-flow and how it should be used.
To test samples, it is recommended that you download a trial version of CommitCRM from our web site and install it on a new computer that is not running CommitCRM. Then, modify the paths in the source code to point to folder <testcomputer>\CommitCRM\LastVer (and to the same files it already points to).
When developing your programs please make sure you work under the <testcomputer>\CommitCRM\ThirdParty\UserDev folder (or at least call the dlls in this location). Do not copy the dll’s to any other location.
These samples create a connection to CommitCRM's database, add a new Account record into the database, and update it. Each transaction should specify the database table to be updated by the transaction. See more details in the API Reference Manual.
VB Sample
Private Declare Sub CmtInitDbEngDll Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbEng.dll" (ByVal xSoftWareName As String, _ ByVal xDbPath As String, ByRef xvStatus As Integer) Private Declare Sub InitCommonControls Lib "comctl32.dll" () Private Declare Sub CmtInsUpdRec Lib "C:\DemoVBA\ThirdParty\UserDev\CmtDbEng.dll" (ByVal xSoftWareName As String, _ ByVal xDataKind As Integer, _ ByVal xDataBuff As String, _ ByVal xMapBuff As String, _ ByVal xContWhenInvalidData As Integer, _ ByVal xFlags As Integer, _ ByVal xRecIDBuffLen As Integer, _ ByVal xLogErrCodesBuffLen As Integer, _ ByVal xLogErrMsgBuffLen As Integer, _ ByVal xvRecIDBuff As String, _ ByVal xvErrCodesLogBuff As String, _ ByVal xvErrMsgLogBuff As String, _ ByRef xvStatus As Integer) Private Const C_DataBuffSize As Integer = 1024 Private Const C_MapBufSize As Integer = 1024 Private Const C_ErrMsgBuffSize As Integer = 1024 Private Const C_ErrCodeBuffSize As Integer = 64 Private Const C_RecIDBuffSize As Integer = 20 Private Const C_Flag As Integer = 1 Private Const C_Ok As Integer = 1 Private Const C_AccountsTable As Integer = 10 Private Const C_AppName As String = "Demo" Public Sub DBEng() Dim nStatus As Integer Dim l As Long Dim S As String Dim pStr As Long Dim MapBuff As String Dim DataBuff As String Dim RecIdBuff As String * C_RecIDBuffSize Dim ErrCodesLogBuff As String * C_ErrCodeBuffSize Dim ErrMsgLogBuff As String * C_ErrMsgBuffSize Call CmtInitDbEngDll(C_AppName, "c:\DemoVBA\DB\", nStatus) If nStatus <> C_Ok Then MsgBox ("Commit Init failed. Error code: " & nStatus) Else Rem ******************** Establishing connection with Commit, Should be called only once for the entire session ****** MapBuff = "'" + Chr(13) + "," + Chr(13) + "FLDCRDFULLNAME" + Chr(13) + "FLDCRDDEAR" + Chr(13) + "FLDCRDCONTACT" DataBuff = "'Bart De Hantsetters','De Hantsetters','Hantsetters'" Call CmtInsUpdRec(C_AppName, _ C_AccountsTable, _ DataBuff, _ MapBuff, _ C_Flag, _ 0, _ C_RecIDBuffSize, _ C_ErrCodeBuffSize, _ C_ErrMsgBuffSize, _ RecIdBuff, _ ErrCodesLogBuff, _ ErrMsgLogBuff, _ nStatus) If (ErrMsgBuff <> "") Then MsgBox ("Error Message: " + ErrMsgBuff) If nStatus <> C_Ok Then MsgBox ("Insert new Account. Error code: " & nStatus) Else Rem ******************** Updating the Account record we've just created ******************* MapBuff = "'" + Chr(13) + "," + Chr(13) + "FLDCRDDEAR" + Chr(13) + "FLDCRDRECID" DataBuff = "'Doctor','" + RecIdBuff + "'" ErrCodesBuff = "" ErrMsgBuff = "" Call CmtInsUpdRec(C_AppName, _ C_AccountsTable, _ DataBuff, _ MapBuff, _ C_Flag, _ 0, _ C_RecIDBuffSize, _ C_ErrCodeBuffSize, _ C_ErrMsgBuffSize, _ RecIdBuff, _ ErrCodesLogBuff, _ ErrMsgLogBuff, _ nStatus) If nStatus <> C_Ok Then MsgBox ("Update Account. Error code: " & nStatus) If (ErrMsgBuff <> "") Then MsgBox ("Error Message: " + ErrMsgBuff) End If End If End Sub
C++ Sample
For all field description see the API Reference Manual.
// Demo.cpp : Defines the entry point for the console application. // #include "stdafx.h" #include "CmtDBEng.h" #include <string.h> #include <stdlib.h> int ErrCodesParsing (char* ErrCodeBuff) { // Demo.cpp : Defines the entry point for the console application. // #include "stdafx.h" #include "CmtDBEng.h" #include <string.h> #include <stdlib.h> int ErrCodesParsing (char* ErrCodeBuff) { const int C_DescSize = 1024; char desc[C_DescSize]; char Delimiter[] = "\n"; int Code; char* pch; pch = strtok (ErrCodeBuff,Delimiter); while (pch != NULL) { Code = atoi(pch); CmtGetDescriptionByCode(Code, C_DescSize, desc); printf ("%s\n",desc); pch = strtok (NULL, Delimiter); } return 0; } int main(int argc, char* argv[]) { const int C_DataBuffSize = 1024; const int C_MapBufSize = 1024; const int C_ErrMsgBuffSize = 1024; const int C_ErrCodeBuffSize = 64; const int C_RecIDBuffSize = 64; const int C_Flag = 1; const int C_Ok = 1; const int C_AccountsTable = 10; const int C_ExampleCode = 54000; int Status; char DataBuff[C_DataBuffSize] = ""; char MapBuff[C_MapBufSize] = ""; char RecIdBuff[C_RecIDBuffSize]; char ErrCodesBuff[C_ErrCodeBuffSize]; char ErrMsgBuff[C_ErrMsgBuffSize]; char* C_AppName = "Demo"; //* Establishing connection with CommitCRM, Should be called only once for the entire session ** CmtInitDbEngDll(C_AppName, // Your application name. This will be used for all functions of the // package. // Specify a meaningful value. "C:\\Demo\\DB\\", //Path to the database folder where CommitCRM the server is // installed <server>\CommitCRM\Db &Status); //Returned connection status if (Status == C_Ok) { //***Insert New Account into that Accounts table ******************* strcpy (DataBuff,"'Bart De Hantsetters','De Hantsetters','Hantsetters'"); strcat (MapBuff, "'\n,\nFLDCRDFULLNAME\nFLDCRDDEAR\nFLDCRDCONTACT"); strcat (RecIdBuff, ""); strcat (ErrCodesBuff, ""); strcat (ErrMsgBuff, ""); CmtInsUpdRec(C_AppName, //String for your selection. C_AccountsTable, //Desired Table Code DataBuff, //This string contains the values which we want to add to the database MapBuff, //List of database fields where we want to add data C_Flag,//Flag - stop(0) continue(1) the input process is data //value(s) is invalid 0, //Not used C_RecIDBuffSize, //Length of REC ID Buffer C_ErrCodeBuffSize, //Length of Error Code Buffer C_ErrMsgBuffSize, //Length of Error Message Buffer RecIdBuff, //Buffer for returned REC ID ErrCodesBuff, //Buffer for returned Error Codes ErrMsgBuff, //Bufer for returned Error Messages &Status //Returned status ); if (ErrMsgBuff == "") printf("Error Message: %s", ErrMsgBuff); ErrCodesParsing(ErrCodesBuff); if (Status == C_Ok) { //***** Updating the Account record we've just created ************* strcpy (MapBuff, "'\n,\nFLDCRDDEAR\nFLDCRDRECID"); // Map file for the update // transaction - the Dear field and the record id strcpy (DataBuff,"'Doctor','"); strcat (DataBuff, RecIdBuff); strcat (DataBuff, "'"); strcat (ErrCodesBuff, ""); strcat (ErrMsgBuff, ""); CmtInsUpdRec(C_AppName, // string for your selection. C_AccountsTable, // Desired Table Code DataBuff, // string contains the values, which we want to add into the Database MapBuff, // list of the Database Fields in which we want to add data C_Flag, // Flag - stop(0)/continue(1) the input process is some data // value(s) is invalid 0, // Not used C_RecIDBuffSize, // length of RecID Buffer C_ErrCodeBuffSize, // length of Error Code Buffer C_ErrMsgBuffSize, // length of Error Message Buffer RecIdBuff, // buffer for returned RecID ErrCodesBuff, // buffer for returned Error Codes ErrMsgBuff, // bufer for returned Error Messages &Status // returned status ); if (ErrMsgBuff == "") printf("Error Message: %s", ErrMsgBuff); ErrCodesParsing(ErrCodesBuff); } else { printf("Insert new Account. Error code: %d\n", Status); }; //****Terminate connection with CommitCRM******************* CmtTerminateDbEngDll(); } else { printf("Commit Init failed. Error code: %d\n", Status); }; return 0; }
Delphi Sample
For all field description see the API Reference Manual.
program Demo; {$APPTYPE CONSOLE} uses SysUtils, Classes; const C_DataBuffSize = 1024; C_MapBufSize = 1024; C_ErrMsgBuffSize = 1024; C_DescSize = 1024; C_ErrCodeBuffSize = 64; C_RecIDBuffSize = 64; C_Flag = 1; C_Ok = 1; C_AccountsTable = 10; C_AppName = 'Demo'; CmtDbEngDll = 'CmtDbEng.DLL'; var Status: integer; DataBuff: array [0..C_DataBuffSize] of Char; MapBuff: array [0..C_MapBufSize] of Char; RecIdBuff: array [0..C_RecIDBuffSize] of Char; ErrCodesBuff: array [0..C_ErrCodeBuffSize] of Char; ErrMsgBuff: array [0..C_ErrMsgBuffSize] of Char; s: string; //** Establishing connection with CommitCRM, Should be called only once for the entire session * Procedure CmtInitDbEngDll ( xSoftWareName : PChar; // Your application name. Once selected this string // will be used for all // functions of the package. Specify a meaningful value. xDbPath : PChar; // Path to the DB folder under where CommitCRM server is // installed <server>\CommitCRM\Db var xvStatus : integer // Returned connection status ); stdcall; external CmtDbEngDll; //**** Insert/Update record Procedure CmtInsUpdRec( xSoftWareName : pChar; // See above xDataKind : integer; // Desired Table Code xDataBuff : pChar; // String containing the values, which we want // to add into the Database xMapBuff : pChar; // List of the database fields into //which we want to add data xContWhenInvalidData : Integer; //Flag - stop(0)/continue(1) the input process // is some data value(s) is invalid xFlags : Integer; // Not used xRecIDBuffLen : Integer; // Length of REC ID Buffer xLogErrCodesBuffLen : Integer; // Length of Error Code Buffer xLogErrMsgBuffLen : Integer; // Length of Error Message Buffer xvRecIDBuff : pChar; // Buffer for returned REC ID xvErrCodesLogBuff : pChar; // Buffer for returned Error Codes xvErrMsgLogBuff : pChar; // Buffer for returned Error Messages var xvStatus : Integer // Returned status ); stdcall; external CmtDbEngDll; //**** Terminate connection with CommitCRM **** procedure CmtTerminateDbEngDll; stdcall; external CmtDbEngDll; procedure CmtGetDescriptionByCode( xCode : Integer; xDescLen : Integer; xvDesc : pChar); stdcall; external CmtDbEngDll; procedure CmtGetDescriptionByStatus( xCode : Integer; xDescLen : Integer; xvDesc : pChar); stdcall; external CmtDbEngDll; procedure ErrCodesParsing (ErrCodeBuff: string); var lList: TStringList; i: integer; aDescErrCode : Pchar; begin try lList := TStringList.Create; lList.Text := ErrCodeBuff; GetMem(aDescErrCode,C_DescSize); for i := 0 to lList.Count - 1 do begin CmtGetDescriptionByCode(StrToInt(lList[i]), C_DescSize, aDescErrCode); writeln('Error Code: '+lList[i]+' Desc: '+string(aDescErrCode)); end; finally FreeMem(aDescErrCode); lList.Destroy; end; end; procedure DisplayErrStatusCode(xCode : Integer); var aStatusErrCode : Pchar; begin try GetMem(aStatusErrCode,C_DescSize); CmtGetDescriptionByStatus(xCode,C_DescSize, aStatusErrCode); writeln('Commit Init failed. Error code: '+Inttostr(xCode)+' Desc: '+string(aStatusErrCode)); finally FreeMem(aStatusErrCode); end; end; begin //**** Establishing connection with CommitCRM, Should be called only once for the entire session CmtInitDbEngDll(C_AppName, // Your application name. Once selected this string will be used // for all functions of the package. Specify a meaningful value. 'C:\DemoDelphi\db\', // Path to the DB folder under where CommitCRM server is // installed <server>\CommitCRM\Db Status // Returned connection status ); if Status = C_Ok then begin //**** Insert a new Account into the Accounts table **** s := '"Bart De Hantsetters","De Hantsetters","Hantsetters"'; StrPCopy(DataBuff, s); s := '"'+#13','+#13+'FLDCRDFULLNAME'+#13+'FLDCRDDEAR'+#13+'FLDCRDCONTACT'+#0; StrPCopy(MapBuff, s); CmtInsUpdRec(C_AppName, // Your application name C_AccountsTable, // Desired Table Code DataBuff, // String containing the values, which we want to add into // the Database MapBuff, // List of the Database Fields in which we want to add data C_Flag, // Flag - stop(0)/continue(1) the input process is some data // value(s) is invalid 0, // Not used C_RecIDBuffSize, // Llength of REC ID Buffer C_ErrCodeBuffSize, // Length of Error Code Buffer C_ErrMsgBuffSize, // Length of Error Message Buffer RecIdBuff, // Buffer for returned REC ID ErrCodesBuff, // Buffer for returned Error Codes ErrMsgBuff, // Buffer for returned Error Messages Status // Returned status ); if (ErrMsgBuff[0] <> #0) then writeln('Error Message: '+ ErrMsgBuff); ErrCodesParsing(ErrCodesBuff); if Status = C_Ok then begin //**** Updating the Account record we've just created ***** // Map file for the update transaction - the Dear field and the record id s := '"'+#13+','+#13+'FLDCRDDEAR'+#13'FLDCRDRECID'; StrPCopy(MapBuff, s); s := '"Doctor","'+RecIdBuff+'"'; StrPCopy(DataBuff, s); CmtInsUpdRec(C_AppName, // Your application name C_AccountsTable, // Desired Table Code DataBuff, // String containing the values, which we want // to add into the Database MapBuff, // List of the database fields into which we want to add //data C_Flag, // Flag - stop(0)/continue(1) the input process is some // data value(s) is invalid 0, // Not used C_RecIDBuffSize, // Length of REC ID Buffer C_ErrCodeBuffSize, // Length of Error Code Buffer C_ErrMsgBuffSize, // Length of Error Message Buffer RecIdBuff, // Buffer for returned RECID ErrCodesBuff, // Buffer for returned Error Codes ErrMsgBuff, // Buffer for returned Error Messages Status // Returned status ); if ((ErrMsgBuff[0] <> #0)) then writeln('Error Message: '+ ErrMsgBuff); ErrCodesParsing(ErrCodesBuff); if Status = C_Ok then Writeln('Completed Successfully'); end else begin try s := IntToStr(Status); except s := 'ill-defined'; end; writeln('Insert new Account. Error code: '+ s); end; //**** Terminate connection with CommitCRM**** CmtTerminateDbEngDll(); end else begin DisplayErrStatusCode(Status); end; writeln(#13#10+'press Enter to quit'); readln; end.
Python Sample
For all field description see the API Reference Manual.
Contributed by: Joe Kogut
Note: The example was tested on Python 3.5, but will work with Python 2.7 with minor modifications.
import os from ctypes import * CommitEntity = { "Account" : 10, "Accounts" : 10, "Opportunitity" : 20, "Opportunities" : 20, "Document" : 30, "Documents" : 30, "Charge" : 40, "Charges" : 40, "Event" : 50, "Events" : 50, "HistoryNote" : 60, "HistoryNotes" : 60, "Ticket" : 70, "Tickets" : 70, "Item" : 80, "Items" : 80, "Asset" : 90, "Assets" : 90, "KBArticle" : 100, "KBArticles" : 100 } class CommitRecord: def __init__(self, tableID, dataBuff, mapBuff, recID = ""): self.tableID = tableID self.dataBuff = create_string_buffer(bytes(dataBuff, "ascii")) self.mapBuff = create_string_buffer(bytes(mapBuff, "ascii")) self.recIDBuffSize = 20 self.errCodesBuffSize = 64 self.errMsgBuffSize = 1024 self.recIDBuff = create_string_buffer(bytes(recID, "ascii"), self.recIDBuffSize) self.errCodesBuff = create_string_buffer(self.errCodesBuffSize) self.errMsgBuff = create_string_buffer(self.errMsgBuffSize) def getRecID(self): return str(self.recIDBuff.raw, encoding='ascii') class CommitDB: def __init__(self, appName = 'CommitAgent', CRMPath = r'C:\CommitCRM'): self.CRMPath = CRMPath self.serverPath = CRMPath + r'\Server' self.DBPath = CRMPath + r'\Db' self.DBPath_bytes = create_string_buffer(bytes(self.DBPath, 'ascii')) self.appName = appName os.environ['PATH'] = self.serverPath + ';' + os.environ['PATH'] self.CmDBEngDll = windll.LoadLibrary(self.serverPath + r'\cmtdbeng.dll') self.status = c_int() def InitDbEngDll(self): self.CmDBEngDll.CmtInitDbEngDll(self.appName, self.DBPath_bytes, byref(self.status)) def InsUpdRec(self, record): flag = 1 tbd = 0 self.CmDBEngDll.CmtInsUpdRec(create_string_buffer(bytes(self.appName, "ascii")), record.tableID, record.dataBuff, record.mapBuff, flag, tbd, record.recIDBuffSize, record.errCodesBuffSize, record.errMsgBuffSize, record.recIDBuff, record.errCodesBuff, record.errMsgBuff, byref(self.status)) def TerminateDbEngDll(self): self.CmDBEngDll.CmtTerminateDbEngDll() if __name__ == '__main__': # db.status should be 1 if library initialized properly db = CommitDB() db.InitDbEngDll() # Add an account to the database dataStr = "'Bart De Hantsetters','Hantsetters'" mapStr = "'\n,\nFLDCRDFULLNAME\nFLDCRDCONTACT" rec = CommitRecord(tableID = CommitEntity["Account"], dataBuff = dataStr, mapBuff = mapStr) # db.status should be 1 if operation was successful db.InsUpdRec(rec) print("Insert status: ", db.status) print("RecID: ", rec.getRecID()) # Update the existing record dataStr = "'De Hantsetters','" + rec.getRecID() + "'" mapStr = "'\n,\nFLDCRDLASTNAME\nFLDCRDRECID" rec = CommitRecord(tableID = CommitEntity["Account"], dataBuff = dataStr, mapBuff = mapStr) db.InsUpdRec(rec) print("Update status: ", db.status) db.TerminateDbEngDll()
XML samples
Following are samples for adding a new Ticket and a new Charge to the CommitCRM database using XML formatted messages.
Make sure to go over the Email Connector setup guide, and perform the XML API setup steps prior to testing the XML API.
Also please read CommitCRM API Reference Manual before going through the samples, as it provides an overview of the CommitCRM API work-flow and how it should be used.
Notes on API by Email Activation:
- Error Handling - Should the system fail to perform the XML transaction, an error message will be sent to the email address specified in the XML.
- Using a Password - If you wish to use a verification password for the XML transactions, define the password using the ServerConfig.exe utility. To do so, go to the XML tab, enable the API by Email option and set a password (as specified in the XML - see General XML Tokens). Make sure to set the same Password in ServerConfig and in the XML email itself.
You can read more about the ServerConfig and how to setup the API by Email configuration in the CommitCRM Email Connector Setup guide.
General XML Tokens
The sample and table demonstrates general parameters which should be used for any XML transaction.
For all field description see the API Reference Manual.
<?xml version="1.0" ?> <?commitcrmxml version = "1.0" ?> <CommitCRMTransaction> <ExternalApplicationName>N-Able</ExternalApplicationName> <SendResponseToEmail>youremail@yourdomain.com</SendResponseToEmail> <Password>the-predefined-api-password</Password> <ReturnTransactionID>data from external application (will be returned as-is in the response) </ReturnTransactionID> <DataKind>TICKET</DataKind> <RecordData> ... the transaction goes here ... </RecordData> </CommitCRMTransaction>
Token | Comment |
---|---|
<?xml version="1.0" ?> | The XML version - Always 1.0 |
<?commitcrmxml version ="1.0" ?> | The Commit API XML version - Always 1.0 |
<CommitCRMTransaction> | Start and end transactions with this token (may have more than one in a single email) |
<ExternalApplicationName> | The sender application name, can contain any text |
<SendResponseToEmail> | When set with an email address, then a response email will be sent after processing this transaction by the Email Connector |
<Password> | Optional Password - Only emails with a password that matches the password set in the Email Connector Settings will be processed (to prevent SPAM email from being processed and added to your CommitCRM database). |
<DataKind> | What is the Entity you wish to create/update. Possible values: |
Adding new Ticket
In this sample, we add a new Ticket, and set some additional fields to it, such as Notes, Source, Due Date and Dispatcher flag.
<?xml version="1.0" ?> <?commitcrmxml version = "1.0" ?> <CommitCRMTransaction> <ExternalApplicationName>N-Able</ExternalApplicationName> <SendResponseToEmail>youremail@yourdomain.com</SendResponseToEmail> <Password>the-predefined-api-password</Password> <ReturnTransactionID>data from external application (will be returned as-is in the response) </ReturnTransactionID> <DataKind>TICKET</DataKind> <RecordData> <FLDTKTCARDID> CUSTOMER-RECORD-ID-GOES-HERE-20-CHARS </FLDTKTCARDID> <FLDTKTPROBLEM>ticket description...</FLDTKTPROBLEM> <FLDTKTSTATUS>100</FLDTKTSTATUS> <FLDTKTKIND>General</FLDTKTKIND> <FLDTKTNOTES>Notes</FLDTKTNOTES> <FLDTKTSOURCE>Source</FLDTKTSOURCE> <FLDTKTSCHEDLENESTIM>60</FLDTKTSCHEDLENESTIM> <FLDTKTDUEDATETIME>02/04/08</FLDTKTDUEDATETIME> <FLDTKTFORDISPATCH>Y</FLDTKTFORDISPATCH> </RecordData> </CommitCRMTransaction>
Adding new Charges
<?xml version="1.0" ?> <?commitcrmxml version = "1.0" ?> <CommitCRMTransaction> <ExternalApplicationName>Alert</ExternalApplicationName> <SendResponseToEmail>your email address for responses</SendResponseToEmail> <Password>12345</Password> >> Should be the same in the ServerConfig! <ReturnTransactionID>data from external application (will be returned as-is in the response) </ReturnTransactionID> <DataKind>CHARGE</DataKind> <RecordData> <FLDSLPWORKERID> CRDLS71RGU747TLHTFOR </FLDSLPWORKERID> <FLDSLPCARDID> CRDLQXDL43BP5YCMSGM3</FLDSLPCARDID> <FLDSLPITEMID> ITM1Q3GUI05ANBQGVY8D </FLDSLPITEMID> <FLDSLPDESC> Charge Description... </FLDSLPDESC> <FLDSLPQUANTITY> 10 </FLDSLPQUANTITY> <FLDSLPSLIPDATE> 31/01/2008 </FLDSLPSLIPDATE> <FLDSLPSTARTTIME> 12:06 </FLDSLPSTARTTIME> <FLDSLPENDTIME> 14:50 </FLDSLPENDTIME> <FLDSLPBCRECID> BCTMA51KBA925J7G0V67 </FLDSLPBCRECID> <FLDSLPPRICE> 125.3 </FLDSLPPRICE> <FLDSLPADJUSTAMOUNT> 10 </FLDSLPADJUSTAMOUNT> <FLDSLPUSER1> Field 1... </FLDSLPUSER1> </RecordData> </CommitCRMTransaction>
Receiving Response
When adding or updating data via the XML API, the system can send a response (if the XML transaction specifies this in the SendResponseToEmail token). The format of the XML response is as follow:
Response in case of success:
<?xml version="1.0" ?> <?commitcrmxml version="1.0" ?> <CommitCRMResponse> <Status>SUCCESS</Status> <AffectedRecId>TKTN1NIQEYYQ8PBJMDAX</AffectedRecId> <ReturnTransactionID>data from external application (as-is)</ReturnTransactionID> </CommitCRMResponse>
Response in case of error:
<?xml version="1.0" ?> <?commitcrmxml version="1.0" ?> <CommitCRMResponse> <Status>FAILURE</Status> <AffectedRecId></AffectedRecId> <ReturnTransactionID>data from external application (as-is)</ReturnTransactionID> <ResultCodes>50109</ResultCodes> <ResultMessage> Fields with illegal values: Operation canceled. Field: Account has invalid data - TKTN1NIQEYYQ8PBJMDAX </ResultMessage> </CommitCRMResponse>
Token | Comment |
---|---|
<?xml version="1.0" ?> | The XML version - Always 1.0 |
<?commitcrmxml version ="1.0" ?> | The Commit API XML version - Always 1.0 |
<CommitCRMResponse> | The response starts and ends with this token |
<Status> | The transaction status. Possible values: FAILURE, SUCCESS |
<SendResponseToEmail> | When set with an email address, then a response email will be sent after processing this transaction by the Email Connector |
<AffectedRecId> | The REC ID of the entity which was added or updated when processing the transaction. |
<ResultCodes> <ResultMessage> |
In case of a failure, this will contain the error code and description. You can find more information about error codes here. |