API – Finding Loan and Customer IDs
Updated 11 months ago
Introduction
When using the LoanPro API, you send requests to a specific URL, or endpoint. The endpoint for each loan or customer is unique to them, and you'll be unable to retrieve or update information without it.
This article will explain the simplest way to get the ID for a single loan or customer: through the URL in the LoanPro user interface. If you are looking for how to retrieve the loan and customer ID's via an API request, the following articles will be helpful.
Searching through the API
You can use Elasticsearch to find loan and customer IDs through the API. This option is ideal if you're looking for a group of loans that match certain criteria. For more info, see these articles:
Finding IDs through the UI
You can also find the IDs for individual customers and loans through the API. This solution obviously isn't quite as scalable, as it requires you to log in and manually navigate the UI, but if you're looking for only one or two specific IDs it may be faster than configuring an entire Elasticsearch query.
Loan IDs
First, login to loanpro.io and search for the loan you want. Once you click on it, the loan ID will be visible in the URL.
For this loan, the loan ID is 8890.
Customer IDs
Finding customer IDs works a lot like finding loan IDs. It involves navigating to that customer's page in LMS and looking in the URL for a specific ID.
Customers that are Linked to a Loan
If the customer is already linked to the loan, you can find their customer ID from within the loan. In the navigation window on the left, click Customer, and then the name of the customer. The loan and customer IDs will both be in the URL.
Customers that aren't Linked to a Loan
If your customer is not yet linked to a loan you can instead find them in Users > Customer Manager. Search for your customer, select them, and then look at the URL.
