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| Method | Notes |
|---|---|
| [POST]/partner/login | Start by getting a token for all subsequent API calls. partner_name: string *Obtain the 3 parameters from our integration support team |
| [POST]/projects | Project number must be unique. Pass your project's ID (PK/GUID) to the 'vendor_id' field. (Required) *Vendor_ID accepts a numeric or string (50 chars). Vendor_id's must be unique in the projects table. |
| [POST]/contacts | Contact's email address must be unique. Use the ID returned to call POST/projectPersons |
| [POST]/projectPersons | Set isPrimary = true if this individual should receive emails regarding project 'deliverables'. At least one 'primary' contact is recommended. Set isActive = true. |
| [POST]/project/{project_id}/addresses | Either a street address or APN is required. |
| [POST]/project/{project_id}/teamMembers | Post a list of EPR users who will actively work on this project. Failure to include an EPR user in the project will prevent that individual from performing their tasks. Option: EPR can be configured to automatically create project team members if your application does not provide this functionality. |
| [POST]/resources/document/upload/create | Uploads file, creates document data record, documentPages records, documentVersions records, documentPageVersions records, sets needsIntake flag to ‘True.’ |
| [POST]/resources/documents/upload/intake | Removes record from Intake page, updates needsIntake flag to ‘False’, displays document record on Project > Documents page. |
| [POST]/resources/documentAssignments | Creates assignment records, displays records in Review page. |
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