API – Customer References
General
This article explores how to add or edit a customer's references through the API. For a more general overview on how references are used in LoanPro, see our article on References.
To add a reference to a customer, send a PUT request to the URL of the customer. This URL is unique to each customer because it includes their individual Customer ID. The URL for a customer ID of 1121 would look like this:
https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(1121)
Below is a sample body of a PUT request:
{
"References": {
"results": [
{
"name": "John Doe",
"relation": "customerReference.relation.friend",
"Address": {
"country": "company.country.usa",
"address1": "123 Oak Lane",
"zipcode": "12345",
"city": "Schenectady",
"state": "geo.state.ME"
},
"primaryPhone": "5554444444",
"secondaryPhone": "5555555555"
}
]
},
"__id": "22",
"__update": true
}- References – The information for references to add/update
- name – The name of the reference
- relation – The relation of the reference to the customer. Formatted “customerReference.relation.<referenceType>”
- Options for “<referenceTyp>” are: “brother”,”coWorker”, “daughter”, “father”, “friend”, “husband”, “mother”, “sister”, “son”, and “wife”
- Address – The address of the reference. See API – Addresses
- primaryPhone – The primary phone number of the reference
- secondaryPhone – The secondary phone number of the reference
- __id – The id of the customer
- __update – Set to “true”