The Open API provides you with the ability to access or to update your CRM data using REST calls.
The following APIs are available:
Authenticating Your Account
Your API requests need to include an API token in order to authenticate your account.
The tokens are generated in the CRM by each user individually. Users may create one or more tokens.
To generate a new API Token, open your user settings page by clicking on your username in the top-right corner, and clicking on the Settings link.
On your user settings page open the API Settings tab and click Create New API Token.
In the popup which appears enter a name for your token, if needed add IP restrictions, and click Add New Token:
Your new token is now generated and displayed in a popup window:
Once the token is created, it is shown in the list of available API Tokens where you can copy the token, update its settings, or delete it once it’s no longer needed:
Note: The created tokens will inherit the user’s permissions to assigned merchants, leads, groups, and processors. The API Tokens should not be shared in publicly accessible areas or client-side code.
Using the Open API
Instructions for using the Open API are available at https://www.iriscrm.com/api/ and also on your CRM site.
To access the API documentation on your site, enter the following URL in your address bar while replacing yourdomain with your actual domain: https://yourdomain.iriscrm.com/api/
Authentication to the API is performed via the X-API-KEY header. Requests not properly authenticated will return a 401 error code.
All requests should be made over SSL. The request and response strings, including errors, are encoded in JSON.
The API returns the standard HTTP success or error status codes. In case of errors, additional information about what went wrong is encoded in the response as JSON.
By default, you can make 120 requests per minute. Check the returned HTTP headers of any API request to see your current rate limit status.
Using the Subscription API
API Subscriptions are used to send information about an event to a URL and trigger an API call. Using subscriptions is more efficient than doing scheduled API calls.
To create a subscription through the Open API simply send a request using the instructions in the Subscriptions section.
All you need to know are the events you want to be subscribed to and the URL to which the updates need to be sent.
You can also create subscriptions from the API Settings tab in the CRM (on your User Settings page):
Retrieving Lead Field IDs
The Lead API is commonly used to update specific lead field values or to get their values to use them in other processes.
In order to interact with a lead field via the API, you will need to know the field's ID. You can find the field's ID in the lead page HTML source.
In Chrome, open any lead, right-click on the label for the field you wish to inspect, and click Inspect:
The page's HTML source is now displayed in the HTML inspector pane and the selected label is highlighted.
The field's ID is the number that follows the "lf_" prefix. In the example below, the ID of the Company Name field is 452:
You can also retrieve a list of all lead field IDs using the /leads/fields GET request: