propertyware 1.1.0 → 1.3.0

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Files changed (312) hide show
  1. checksums.yaml +4 -4
  2. data/.openapi-generator/FILES +21 -6
  3. data/.tool-versions +2 -0
  4. data/DOCS.md +18 -6
  5. data/Gemfile.lock +4 -2
  6. data/bin/config.yml +1 -1
  7. data/bin/fix_json.rb +0 -1
  8. data/bin/propertyware.json +16589 -1
  9. data/docs/Adjustment.md +40 -0
  10. data/docs/AutoPayment.md +2 -0
  11. data/docs/BankDeposit.md +1 -1
  12. data/docs/Charge.md +4 -2
  13. data/docs/ChargeTx.md +1 -5
  14. data/docs/ContactCategory.md +20 -0
  15. data/docs/ContactsApi.md +79 -0
  16. data/docs/{CustomFieldDefinitionsApi.md → CustomFieldFieldsApi.md} +5 -5
  17. data/docs/Document.md +7 -7
  18. data/docs/DocumentsApi.md +88 -4
  19. data/docs/Inspection.md +8 -0
  20. data/docs/Lease.md +12 -6
  21. data/docs/LeaseStatus.md +28 -0
  22. data/docs/LeasesApi.md +98 -19
  23. data/docs/Note.md +9 -3
  24. data/docs/OwnerContribution.md +5 -5
  25. data/docs/OwnerDraw.md +1 -1
  26. data/docs/Portfolio.md +2 -0
  27. data/docs/Prospect.md +4 -0
  28. data/docs/ProspectContact.md +30 -0
  29. data/docs/ProspectStatus.md +24 -0
  30. data/docs/ProspectsApi.md +79 -0
  31. data/docs/Refund.md +5 -5
  32. data/docs/SaveAdjustment.md +2 -2
  33. data/docs/SaveBankDeposit.md +1 -1
  34. data/docs/SaveContact.md +3 -1
  35. data/docs/SaveDiscount.md +1 -1
  36. data/docs/SaveLease.md +16 -6
  37. data/docs/SaveOwnerContribution.md +5 -5
  38. data/docs/SaveOwnerDraw.md +5 -5
  39. data/docs/SavePayment.md +6 -6
  40. data/docs/SavePortfolio.md +6 -0
  41. data/docs/SaveRefund.md +6 -6
  42. data/docs/SaveVendor.md +31 -1
  43. data/docs/SaveWorkOrder.md +13 -1
  44. data/docs/UpdateDocument.md +24 -0
  45. data/docs/Vendor.md +18 -0
  46. data/docs/WorkOrder.md +8 -0
  47. data/docs/WorkOrdersApi.md +2 -2
  48. data/lib/propertyware/api/accounting_api.rb +1 -1
  49. data/lib/propertyware/api/bills_api.rb +1 -1
  50. data/lib/propertyware/api/buildings_api.rb +1 -1
  51. data/lib/propertyware/api/contacts_api.rb +58 -1
  52. data/lib/propertyware/api/{custom_field_definitions_api.rb → custom_field_fields_api.rb} +6 -6
  53. data/lib/propertyware/api/documents_api.rb +79 -5
  54. data/lib/propertyware/api/health_check_api.rb +1 -1
  55. data/lib/propertyware/api/inspections_api.rb +1 -1
  56. data/lib/propertyware/api/leases_api.rb +72 -15
  57. data/lib/propertyware/api/portfolios_api.rb +1 -1
  58. data/lib/propertyware/api/prospects_api.rb +58 -1
  59. data/lib/propertyware/api/units_api.rb +1 -1
  60. data/lib/propertyware/api/vendors_api.rb +1 -1
  61. data/lib/propertyware/api/work_orders_api.rb +1 -1
  62. data/lib/propertyware/api_client.rb +1 -1
  63. data/lib/propertyware/api_error.rb +1 -1
  64. data/lib/propertyware/configuration.rb +1 -1
  65. data/lib/propertyware/models/account.rb +2 -2
  66. data/lib/propertyware/models/address.rb +1 -1
  67. data/lib/propertyware/models/{transaction.rb → adjustment.rb} +25 -119
  68. data/lib/propertyware/models/amenity.rb +1 -1
  69. data/lib/propertyware/models/auto_journal_entry.rb +35 -1
  70. data/lib/propertyware/models/auto_payment.rb +46 -2
  71. data/lib/propertyware/models/bank.rb +1 -1
  72. data/lib/propertyware/models/bank_deposit.rb +2 -2
  73. data/lib/propertyware/models/basic_vendor.rb +1 -1
  74. data/lib/propertyware/models/bill.rb +1 -1
  75. data/lib/propertyware/models/bill_paid.rb +1 -1
  76. data/lib/propertyware/models/bill_pay.rb +1 -1
  77. data/lib/propertyware/models/bill_payment.rb +1 -1
  78. data/lib/propertyware/models/bill_split.rb +1 -1
  79. data/lib/propertyware/models/building.rb +1 -1
  80. data/lib/propertyware/models/campaign.rb +1 -1
  81. data/lib/propertyware/models/campaign_source.rb +1 -1
  82. data/lib/propertyware/models/charge.rb +48 -4
  83. data/lib/propertyware/models/charge_tx.rb +5 -25
  84. data/lib/propertyware/models/check.rb +1 -1
  85. data/lib/propertyware/models/check_split.rb +1 -1
  86. data/lib/propertyware/models/comment.rb +1 -1
  87. data/lib/propertyware/models/contact.rb +1 -1
  88. data/lib/propertyware/models/contact_category.rb +229 -0
  89. data/lib/propertyware/models/conversation.rb +1 -1
  90. data/lib/propertyware/models/credit_card_account.rb +1 -1
  91. data/lib/propertyware/models/credit_memo.rb +1 -1
  92. data/lib/propertyware/models/current_asset.rb +1 -1
  93. data/lib/propertyware/models/current_liability.rb +1 -1
  94. data/lib/propertyware/models/custom_field.rb +1 -1
  95. data/lib/propertyware/models/custom_field_definition.rb +1 -1
  96. data/lib/propertyware/models/discount.rb +1 -1
  97. data/lib/propertyware/models/document.rb +35 -35
  98. data/lib/propertyware/models/entry.rb +1 -1
  99. data/lib/propertyware/models/equity.rb +1 -1
  100. data/lib/propertyware/models/error_response.rb +1 -1
  101. data/lib/propertyware/models/expense.rb +1 -1
  102. data/lib/propertyware/models/gl_item.rb +1 -1
  103. data/lib/propertyware/models/income.rb +1 -1
  104. data/lib/propertyware/models/inspection.rb +42 -2
  105. data/lib/propertyware/models/inspection_area.rb +1 -1
  106. data/lib/propertyware/models/inspection_item.rb +1 -1
  107. data/lib/propertyware/models/journal_entry.rb +1 -1
  108. data/lib/propertyware/models/journal_entry_split.rb +1 -1
  109. data/lib/propertyware/models/journal_entry_split_response.rb +1 -1
  110. data/lib/propertyware/models/late_fee_rule.rb +1 -1
  111. data/lib/propertyware/models/lease.rb +38 -8
  112. data/lib/propertyware/models/lease_clause.rb +1 -1
  113. data/lib/propertyware/models/lease_contact.rb +1 -1
  114. data/lib/propertyware/models/lease_status.rb +263 -0
  115. data/lib/propertyware/models/management_fee.rb +1 -1
  116. data/lib/propertyware/models/management_settings.rb +1 -1
  117. data/lib/propertyware/models/marketing.rb +1 -1
  118. data/lib/propertyware/models/non_current_asset.rb +1 -1
  119. data/lib/propertyware/models/non_current_liability.rb +1 -1
  120. data/lib/propertyware/models/non_operating_expense.rb +1 -1
  121. data/lib/propertyware/models/non_operating_inome.rb +1 -1
  122. data/lib/propertyware/models/note.rb +45 -15
  123. data/lib/propertyware/models/owner.rb +1 -1
  124. data/lib/propertyware/models/owner_contribution.rb +1 -26
  125. data/lib/propertyware/models/owner_draw.rb +1 -6
  126. data/lib/propertyware/models/payment.rb +1 -1
  127. data/lib/propertyware/models/payment_charge.rb +1 -1
  128. data/lib/propertyware/models/portfolio.rb +12 -2
  129. data/lib/propertyware/models/property_manager.rb +1 -1
  130. data/lib/propertyware/models/prospect.rb +24 -2
  131. data/lib/propertyware/models/prospect_contact.rb +279 -0
  132. data/lib/propertyware/models/prospect_status.rb +249 -0
  133. data/lib/propertyware/models/refund.rb +3 -28
  134. data/lib/propertyware/models/response_entity.rb +1 -1
  135. data/lib/propertyware/models/restapi_bulk_error_response.rb +1 -1
  136. data/lib/propertyware/models/restapi_bulk_success_response.rb +1 -1
  137. data/lib/propertyware/models/restapi_error.rb +1 -1
  138. data/lib/propertyware/models/save_account.rb +1 -1
  139. data/lib/propertyware/models/save_address.rb +1 -1
  140. data/lib/propertyware/models/save_adjustment.rb +3 -3
  141. data/lib/propertyware/models/save_auto_charge.rb +1 -1
  142. data/lib/propertyware/models/save_bank_deposit.rb +2 -2
  143. data/lib/propertyware/models/save_bill.rb +1 -1
  144. data/lib/propertyware/models/save_bill_payment.rb +1 -1
  145. data/lib/propertyware/models/save_bill_split.rb +1 -1
  146. data/lib/propertyware/models/save_building.rb +1 -1
  147. data/lib/propertyware/models/save_charge.rb +1 -1
  148. data/lib/propertyware/models/save_check.rb +1 -1
  149. data/lib/propertyware/models/save_check_split.rb +1 -1
  150. data/lib/propertyware/models/save_comment.rb +1 -1
  151. data/lib/propertyware/models/save_contact.rb +261 -3
  152. data/lib/propertyware/models/save_conversation.rb +1 -1
  153. data/lib/propertyware/models/save_credit.rb +1 -1
  154. data/lib/propertyware/models/save_discount.rb +2 -2
  155. data/lib/propertyware/models/save_journal_entry_split.rb +1 -1
  156. data/lib/propertyware/models/save_lease.rb +58 -8
  157. data/lib/propertyware/models/save_lease_journal_entry.rb +1 -1
  158. data/lib/propertyware/models/save_owner.rb +1 -1
  159. data/lib/propertyware/models/save_owner_contribution.rb +6 -6
  160. data/lib/propertyware/models/save_owner_draw.rb +6 -6
  161. data/lib/propertyware/models/save_payment.rb +7 -7
  162. data/lib/propertyware/models/save_portfolio.rb +32 -2
  163. data/lib/propertyware/models/save_prospect.rb +1 -1
  164. data/lib/propertyware/models/save_prospect_contact.rb +1 -1
  165. data/lib/propertyware/models/save_refund.rb +8 -18
  166. data/lib/propertyware/models/save_unit.rb +1 -1
  167. data/lib/propertyware/models/save_vendor.rb +187 -3
  168. data/lib/propertyware/models/save_work_order.rb +79 -2
  169. data/lib/propertyware/models/save_work_order_task.rb +1 -1
  170. data/lib/propertyware/models/split_paid.rb +1 -1
  171. data/lib/propertyware/models/split_pay.rb +1 -1
  172. data/lib/propertyware/models/task.rb +1 -1
  173. data/lib/propertyware/models/unit.rb +1 -1
  174. data/lib/propertyware/models/update_document.rb +254 -0
  175. data/lib/propertyware/models/update_lease_journal_entry.rb +1 -1
  176. data/lib/propertyware/models/vendor.rb +92 -2
  177. data/lib/propertyware/models/work_order.rb +54 -2
  178. data/lib/propertyware/version.rb +2 -2
  179. data/lib/propertyware.rb +8 -3
  180. data/propertyware.gemspec +1 -1
  181. data/spec/api/accounting_api_spec.rb +1 -1
  182. data/spec/api/bills_api_spec.rb +1 -1
  183. data/spec/api/buildings_api_spec.rb +1 -1
  184. data/spec/api/contacts_api_spec.rb +12 -1
  185. data/spec/api/{custom_field_definitions_api_spec.rb → custom_field_fields_api_spec.rb} +7 -7
  186. data/spec/api/documents_api_spec.rb +16 -3
  187. data/spec/api/health_check_api_spec.rb +1 -1
  188. data/spec/api/inspections_api_spec.rb +1 -1
  189. data/spec/api/leases_api_spec.rb +17 -6
  190. data/spec/api/portfolios_api_spec.rb +1 -1
  191. data/spec/api/prospects_api_spec.rb +12 -1
  192. data/spec/api/units_api_spec.rb +1 -1
  193. data/spec/api/vendors_api_spec.rb +1 -1
  194. data/spec/api/work_orders_api_spec.rb +1 -1
  195. data/spec/api_client_spec.rb +1 -1
  196. data/spec/configuration_spec.rb +1 -1
  197. data/spec/models/account_spec.rb +1 -1
  198. data/spec/models/address_spec.rb +1 -1
  199. data/spec/models/{transaction_spec.rb → adjustment_spec.rb} +7 -53
  200. data/spec/models/amenity_spec.rb +1 -1
  201. data/spec/models/auto_journal_entry_spec.rb +5 -1
  202. data/spec/models/auto_payment_spec.rb +11 -1
  203. data/spec/models/bank_deposit_spec.rb +1 -1
  204. data/spec/models/bank_spec.rb +1 -1
  205. data/spec/models/basic_vendor_spec.rb +1 -1
  206. data/spec/models/bill_paid_spec.rb +1 -1
  207. data/spec/models/bill_pay_spec.rb +1 -1
  208. data/spec/models/bill_payment_spec.rb +1 -1
  209. data/spec/models/bill_spec.rb +1 -1
  210. data/spec/models/bill_split_spec.rb +1 -1
  211. data/spec/models/building_spec.rb +1 -1
  212. data/spec/models/campaign_source_spec.rb +1 -1
  213. data/spec/models/campaign_spec.rb +1 -1
  214. data/spec/models/charge_spec.rb +11 -1
  215. data/spec/models/charge_tx_spec.rb +1 -13
  216. data/spec/models/check_spec.rb +1 -1
  217. data/spec/models/check_split_spec.rb +1 -1
  218. data/spec/models/comment_spec.rb +1 -1
  219. data/spec/models/contact_category_spec.rb +40 -0
  220. data/spec/models/contact_spec.rb +1 -1
  221. data/spec/models/conversation_spec.rb +1 -1
  222. data/spec/models/credit_card_account_spec.rb +1 -1
  223. data/spec/models/credit_memo_spec.rb +1 -1
  224. data/spec/models/current_asset_spec.rb +1 -1
  225. data/spec/models/current_liability_spec.rb +1 -1
  226. data/spec/models/custom_field_definition_spec.rb +1 -1
  227. data/spec/models/custom_field_spec.rb +1 -1
  228. data/spec/models/discount_spec.rb +1 -1
  229. data/spec/models/document_spec.rb +7 -7
  230. data/spec/models/entry_spec.rb +1 -1
  231. data/spec/models/equity_spec.rb +1 -1
  232. data/spec/models/error_response_spec.rb +1 -1
  233. data/spec/models/expense_spec.rb +1 -1
  234. data/spec/models/gl_item_spec.rb +1 -1
  235. data/spec/models/income_spec.rb +1 -1
  236. data/spec/models/inspection_area_spec.rb +1 -1
  237. data/spec/models/inspection_item_spec.rb +1 -1
  238. data/spec/models/inspection_spec.rb +25 -1
  239. data/spec/models/journal_entry_spec.rb +1 -1
  240. data/spec/models/journal_entry_split_response_spec.rb +1 -1
  241. data/spec/models/journal_entry_split_spec.rb +1 -1
  242. data/spec/models/late_fee_rule_spec.rb +1 -1
  243. data/spec/models/lease_clause_spec.rb +1 -1
  244. data/spec/models/lease_contact_spec.rb +1 -1
  245. data/spec/models/lease_spec.rb +19 -1
  246. data/spec/models/lease_status_spec.rb +64 -0
  247. data/spec/models/management_fee_spec.rb +1 -1
  248. data/spec/models/management_settings_spec.rb +1 -1
  249. data/spec/models/marketing_spec.rb +1 -1
  250. data/spec/models/non_current_asset_spec.rb +1 -1
  251. data/spec/models/non_current_liability_spec.rb +1 -1
  252. data/spec/models/non_operating_expense_spec.rb +1 -1
  253. data/spec/models/non_operating_inome_spec.rb +1 -1
  254. data/spec/models/note_spec.rb +22 -4
  255. data/spec/models/owner_contribution_spec.rb +1 -1
  256. data/spec/models/owner_draw_spec.rb +1 -1
  257. data/spec/models/owner_spec.rb +1 -1
  258. data/spec/models/payment_charge_spec.rb +1 -1
  259. data/spec/models/payment_spec.rb +1 -1
  260. data/spec/models/portfolio_spec.rb +7 -1
  261. data/spec/models/property_manager_spec.rb +1 -1
  262. data/spec/models/prospect_contact_spec.rb +70 -0
  263. data/spec/models/prospect_spec.rb +13 -1
  264. data/spec/models/prospect_status_spec.rb +52 -0
  265. data/spec/models/refund_spec.rb +1 -1
  266. data/spec/models/response_entity_spec.rb +1 -1
  267. data/spec/models/restapi_bulk_error_response_spec.rb +1 -1
  268. data/spec/models/restapi_bulk_success_response_spec.rb +1 -1
  269. data/spec/models/restapi_error_spec.rb +1 -1
  270. data/spec/models/save_account_spec.rb +1 -1
  271. data/spec/models/save_address_spec.rb +1 -1
  272. data/spec/models/save_adjustment_spec.rb +1 -1
  273. data/spec/models/save_auto_charge_spec.rb +1 -1
  274. data/spec/models/save_bank_deposit_spec.rb +1 -1
  275. data/spec/models/save_bill_payment_spec.rb +1 -1
  276. data/spec/models/save_bill_spec.rb +1 -1
  277. data/spec/models/save_bill_split_spec.rb +1 -1
  278. data/spec/models/save_building_spec.rb +1 -1
  279. data/spec/models/save_charge_spec.rb +1 -1
  280. data/spec/models/save_check_spec.rb +1 -1
  281. data/spec/models/save_check_split_spec.rb +1 -1
  282. data/spec/models/save_comment_spec.rb +1 -1
  283. data/spec/models/save_contact_spec.rb +7 -1
  284. data/spec/models/save_conversation_spec.rb +1 -1
  285. data/spec/models/save_credit_spec.rb +1 -1
  286. data/spec/models/save_discount_spec.rb +1 -1
  287. data/spec/models/save_journal_entry_split_spec.rb +1 -1
  288. data/spec/models/save_lease_journal_entry_spec.rb +1 -1
  289. data/spec/models/save_lease_spec.rb +31 -1
  290. data/spec/models/save_owner_contribution_spec.rb +1 -1
  291. data/spec/models/save_owner_draw_spec.rb +1 -1
  292. data/spec/models/save_owner_spec.rb +1 -1
  293. data/spec/models/save_payment_spec.rb +1 -1
  294. data/spec/models/save_portfolio_spec.rb +19 -1
  295. data/spec/models/save_prospect_contact_spec.rb +1 -1
  296. data/spec/models/save_prospect_spec.rb +1 -1
  297. data/spec/models/save_refund_spec.rb +1 -1
  298. data/spec/models/save_unit_spec.rb +1 -1
  299. data/spec/models/save_vendor_spec.rb +95 -1
  300. data/spec/models/save_work_order_spec.rb +41 -1
  301. data/spec/models/save_work_order_task_spec.rb +1 -1
  302. data/spec/models/split_paid_spec.rb +1 -1
  303. data/spec/models/split_pay_spec.rb +1 -1
  304. data/spec/models/task_spec.rb +1 -1
  305. data/spec/models/unit_spec.rb +1 -1
  306. data/spec/models/update_document_spec.rb +52 -0
  307. data/spec/models/update_lease_journal_entry_spec.rb +1 -1
  308. data/spec/models/vendor_spec.rb +55 -1
  309. data/spec/models/work_order_spec.rb +29 -1
  310. data/spec/spec_helper.rb +1 -1
  311. metadata +31 -10
  312. data/docs/Transaction.md +0 -54
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  =begin
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  #Open API, powered by Propertyware
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- #<script type=\"text/javascript\" src=\"https://buildium.atlassian.net/s/d41d8cd98f00b204e9800998ecf8427e-T/-raa8on/b/8/c95134bc67d3a521bb3f4331beb9b804/_/download/batch/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector.js?locale=en-US&collectorId=e43cd15d\"></script> # Introduction Welcome to Propertyware’s API—a powerful, RESTful programming interface that lets you leverage valuable Propertyware data. ## Account Configuration Before you can use Propertyware’s API, you’ll need to make some tweaks to your account settings. <br /> ### Enabling the API In order to start creating your keys and making requests, you’ll need to enable the API. > **Tip:** You’ll need an administrator user role with access to ***Administration Setup > API Keys*** to set things up properly. **Let's Begin!** 1. Sign in to your [Propertyware](https://app.propertyware.com/pw/login.jsp) account from your browser. 2. Open the ***Setup*** page 3. On the left navigation bar, expand ***Administration Setup*** and then click ***API Keys***. If you are having issues accessing the API keys page within your account you can submit a [Support](#section/API-Overview/Support) request for assistance. ## API Keys Account-level API keys authenticate every request and keep things secure. API keys have two components: a “client ID” and a “secret”. * **Client IDs** are similar to usernames. They’re used to identify your Propertyware API key and are safe to share. * **Secrets** are similar to passwords. They must be kept confidential. Whenever you make a request, you’ll need the API key’s client ID and secret. If you forget it, make a mistake, or try to use information that’s linked to a deleted key, the API will return a `401` response code. > **Tip:** We compiled a list of best practices that detail how securely store API keys. [Give it a read](#section/Getting-Started/Keeping-API-Keys-Safe)! ## Creating API Keys Now that the Open API is enabled, you’ll be able to create API keys. You’re almost there! **How to create an API key** 1. On the API Keys page, click ***Create API Key***. A modal will appear. <p> <img src=\"APIKey_Page.JPG\"/> </p> <p> <img src=\"APIKey_New.JPG\"/> </p> 2. Enter a clear, memorable name and description for your API key. It’ll make it easier to locate the right key when you make a request. 3. Now, choose which pieces of Propertyware data you want this API key to have access to by selecting the corresponding radio buttons. Once finished, click **GENERATE KEY**. 4. You have successfully created an API key! The client id and secret associated to this key will be presented. <p> <img src=\"APIKey_Generate.JPG\"/> </p> > **Important:** This is your only chance to record the secret. Make sure it’s stored somewhere secure! If it’s forgotten, you’ll need to delete this key and start from scratch. You have now successfully created an API key and have everything you need to send requests to the Propertyware API! Before moving on to [making your first request](#section/Getting-Started/How-to-Make-a-Request) please review [Keeping API Keys Safe](#section/Getting-Started/Keeping-API-Keys-Safe) for an overview on securely storing your API keys. <br /> If you are having issues creating API keys you can submit a [Support](#section/API-Overview/Support) request for assistance. ## Keeping API Keys Safe Based on their permissions, API keys could have full access to your account’s Propertyware data. It’s important that you only grant access to trusted applications, securely record secrets, and consider a password manager to stay organized. ### Recommended Practices - Avoid hard-coding client IDs and secrets inside source files. - Avoid storing client IDs and secrets in any files that may be committed to source control, particularly cloud-based source control platforms. - Apply restrictions to client IDs and secrets shared with your staff. You can restrict a key to particular Propertyware entities or to read-only access (GET resources only). - Avoid sharing client IDs and secrets across public, insecure platforms. - Establish a process to regularly recreate your client IDs and secrets from your Propertyware account. <br /> <br /> ## How to Make a Request You’ve done a great job setting up your account, Now, we’ll walk you through how to access your data. It’s very straightforward and should only take a few minutes! > **Tip:** Looking for the right HTTP client? If you’re just getting started, we recommend Postman. ### Let's Get Started! #### Step 1: Get Your API Key If you haven't yet done so, obtain your API key client ID and secret from your Propertyware account. Your API key is how the Propertyware API authenticates requests and ensures only you can access your data. #### Step 2: Install a HTTP client The Propertyware API supports any standard HTTP client. If you're looking for a user-friendly HTTP client application, we recommend [Postman](https://www.postman.com/product/api-client) – it allows you to access the Propertyware API without writing code. We’ll use Postman for our example below to demonstrate sending an API request. #### Step 3: Make a Sample Request Let's dive in and make a simple request to get all the [Buildings](#operation/getBuildingsUsingGET) in your account. This will confirm your connectivity to our platform and validate the keys you created on our website. Simply follow the instructions below. 1. Open the Postman application. 2. Open the *verb* menu and select **GET**. 3. Enter the request endpoint in the field next to GET. - Here’s the endpoint to get all buildings: https://api.propertyware.com/pw/api/rest/v1/buildings. 4. To authenticate the request, enter your `client ID`, your `secret` and your `organization iD` respectively in these request headers: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` _(organization id)_ The organization id uniquely identifies your Propertyware account and is an additional measure to enforce proper access to the correct data. ___Your client id and secret pair will only work with the organization it belongs to___. Your full request should look similar to the image below. <kbd><img src=\"request_example.png\" /></kbd> 5. Review the parameters of your request on last time. Once finished, click **Send**. 6. If successful, you should see a JSON response and a `200` HTTP status code. Congratulations! You've connected to the Propertyware API. You now have the knowledge required to make requests for any of our resources. If you've received an error response please review the JSON response message for a description of how to resolve the issue. You can also see more information about HTTP status codes in the [Response Codes](#section/API-Overview/Response-Codes) section. If you are still having trouble making a request after reviewing these sections please submit a [Support](#section/API-Overview/Support) request. # API Overview The Propertyware API is built upon standard REST conventions. It's designed to use consistent resource-oriented URLs, accept and return JSON-encoded messages, and use standard HTTP status codes and verbs. ## Base URL The base URL for production environment API requests is: `https://api.propertyware.com/pw/api/v1/rest` In order to ensure all requests and responses are secure between the API consumer and Propertyware servers, requests must be made using the `https` protocol. Any requests not made with the `https` protocol will be refused by the Propertyware API platform. > **Note:** URL paths are case-sensitive to stay consistent with common REST standards. If your request doesn’t align with the documented URL path, you’ll receive a `404` response code reminding you of this constraint. ## API Versioning The Propertyware API is version controlled. Versioning ensures backwards-incompatible changes to the API don’t impact any existing integrations. Propertyware uses only a major version nomenclature to manage changes. The current version of the Propertyware API is version 1. By specifying a version in the resource request URL, you'll get expected responses regardless of future changes to the API. Here's an example of calling version 1 of the retrieve all leases resource: `https://api.propertyware.com/pw/api/rest/v1/leases` Any request submitted without the version in the URL path will result in a `404` error response code. ### Releasing Changes to the API The Propertyware API will continue to evolve to ensure it meets the needs of our customers. Changes will be defined as either backwards-compatible or backwards-incompatible. We’ll provide advance notice for all API releases–regardless of the type of modifications being made. #### Backward-compatible Changes Backward-compatible changes are modifications to the API that shouldn't impact existing integrations. They'll apply to the current version of the API. Simply put: you won’t need to change the version to consume new changes like these. It's important as you develop against the Propertyware API that you ensure these types of changes don't impact your integration. Here's are examples of backward-compatible modifications. * Adding new API resources and/or endpoints. * Adding new optional request parameters to existing API methods. * Adding new properties to existing API responses and non-required properties for request messages. * Changing property order in existing API responses. All backward-compatible changes to the API will be documented in the [Changelog](#section/Changelog). #### Backwards-incompatible Changes When backwards-incompatible changes to the API occur, a new version of the API will be released. You’ll need to update the URL path to consume resources under the new API version. Backwards-incompatible changes include: * Removing a property from a request and/or response message. * Changing the name of a property in a message. * Adding a required parameter to a request message. * Changing existing enumeration values. New versions of the API will have full reference documentation and an upgrade guide. ## Authentication The Propertyware API uses API key’s client IDs and secrets to authenticate requests. An organization ID, an API key client ID and secret must be passed in every request header using the following parameters: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` Failing to provide both of them in the request header will cause the API to return a `401` HTTP status code. <!-- ## Rate Limiting (FUTURE) Rate limits help us ensure consistent and reliable performance for all users, even during peak loads. That’s why we limit clients to **10 concurrent requests per second**. If your request rate violates that limit, a response code of `429` is returned. Simply retry the request after a short interval (~200ms). --> ## Bulk Request Options All top-level API resources support bulk fetches. For instance, you can retrieve all [Portfolios](#operation/getPortfoliosUsingGET). These resources also allow for filtering criteria. Each resource has descriptions of the filter criteria available. In addition to filtering, our API gives you the ability to control the returned data’s pagination and the sort order. ### Pagination Endpoints that return result sets allow for pagination using `limit` and `offset` request parameters to reduce the amount of data returned. The `limit` request parameter will cap the number of results that come back in the response. If you don't specify a `limit` value, a **default of 100 results** are returned. The maximum `limit` value is 500. If a `limit` value is specified greater than 500, it will be overridden to the default to 500. The `offset` request parameter indicates the record position within the resultset to start at when returning the results. The `offset` is zero-based and is inclusive. If no `offset` value is submitted it will default to 0. The total resultset count is returned in the HTTP Header `X-Total-Count` #### Pagination Example As an example, let's say we make a request to retrieve all rental properties with no paging parameters. Our response indicates in the `X-Total-Count` header that there are 150 total rental properties. We want to get only the last 50 results so we would submit a request with the `offset` set to 100 and the `limit` set to 50. > **Note:** The `limit` and `offset` parameter names are case-sensitive. If they aren't formatted correctly, the API will return a `404` HTTP status code. ### Sorting Results You can specify the sort order of returned data by assigning properties from the returned object to the `orderby` parameter in the querystring. For example: ``` orderby=name ``` By default, the sort is performed in ascending order. To specify sort order, use \"asc\" for ascending or \"desc\" for descending. For example: ``` orderby=name desc ``` Additionally, you can sort by multiple properties by comma separating the properties. For example: ``` orderby=abbreviation asc,name desc ``` > **Note:** While the `orderby` parameter is case-sensitive, the properties specified in the `orderby` value aren't. ## Response Codes The Propertyware API supports standard HTTP status codes. |Response Code |Description | |--|--| |200 OK | Everything worked as expected. | |400 Bad Request | The request was unacceptable, often due to missing a required parameter.| |401 Unauthorized|The API client ID and secret weren’t provided or they’re no longer valid. Be sure that the client ID and secret combination are correct and they are still active.| |403 Forbidden|The API key doesn't have permission to perform the request. This could be due to authorization for the given endpoint or an inability to access given entities within the platform (e.g. properties). |404 Not Found|The requested resource doesn't exist.| |415 Unsupported Media Type |Ensure you have the appropriate content-type header value set on your request. Each resource is documented with media type(s) that are accepted.| |429 Too Many Requests |Too many requests against the API too quickly. We recommend an exponential backoff of your requests.| |500 and above - Server Errors|Something went wrong on Propertyware's end. Review the JSON response message for more details about the error.| ## API Date Format * For all request and response date fields allowing ISO date format: YYYY-MM-DD (e.g.2019-08-24). * For all request and response dateAndTime fields format is allowing: YYYY-MM-dd'T'HH:mm:ssXXX (e.g.2022-06-28T08:47:13Z). ## Support If you are unable to resolve your issue after reviewing the API documentation our support team can assist you. # Changelog ### 2023-07-11 * Delete a document ### 2023-07-11 * Retrieve all documents * Retrieve a document * Download a document ### 2023-06-10 * Lease contacts are included in Retrieve all leases API response * Lease contacts are included in Retrieve a lease API response ### 2023-04-24 * Bulk Insertion: Prospects * Bulk Insertion: Bill Payments ### 2023-04-11 * Bulk Insertion: Portfolios * Bulk Insertion: Buildings * Bulk Insertion: Units ### 2023-03-19 * Bulk insertion: contacts ### 2023-03-08 * Bulk insertion: bills ### 2023-01-24 * Custom fields in \"Get all\" endpoints * Prospect creation * Bill removals ### 2022-10-25 * API Read operations for non-financial data ### 2022-09-21 * API Read operations available
4
+ #<script type=\"text/javascript\" src=\"https://buildium.atlassian.net/s/d41d8cd98f00b204e9800998ecf8427e-T/-raa8on/b/8/c95134bc67d3a521bb3f4331beb9b804/_/download/batch/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector.js?locale=en-US&collectorId=e43cd15d\"></script> # Introduction Welcome to Propertyware’s API—a powerful, RESTful programming interface that lets you leverage valuable Propertyware data. ## Account Configuration Before you can use Propertyware’s API, you’ll need to make some tweaks to your account settings. <br /> ### Enabling the API In order to start creating your keys and making requests, you’ll need to enable the API. > **Tip:** You’ll need an administrator user role with access to ***Administration Setup > API Keys*** to set things up properly. **Let's Begin!** 1. Sign in to your [Propertyware](https://app.propertyware.com/pw/login.jsp) account from your browser. 2. Open the ***Setup*** page 3. On the left navigation bar, expand ***Administration Setup*** and then click ***API Keys***. If you are having issues accessing the API keys page within your account you can submit a [Support](#section/API-Overview/Support) request for assistance. ## API Keys Account-level API keys authenticate every request and keep things secure. API keys have two components: a “client ID” and a “secret”. * **Client IDs** are similar to usernames. They’re used to identify your Propertyware API key and are safe to share. * **Secrets** are similar to passwords. They must be kept confidential. Whenever you make a request, you’ll need the API key’s client ID and secret. If you forget it, make a mistake, or try to use information that’s linked to a deleted key, the API will return a `401` response code. > **Tip:** We compiled a list of best practices that detail how securely store API keys. [Give it a read](#section/Getting-Started/Keeping-API-Keys-Safe)! ## Creating API Keys Now that the Open API is enabled, you’ll be able to create API keys. You’re almost there! **How to create an API key** 1. On the API Keys page, click ***Create API Key***. A modal will appear. <p> <img src=\"APIKey_Page.JPG\"/> </p> <p> <img src=\"APIKey_New.JPG\"/> </p> 2. Enter a clear, memorable name and description for your API key. It’ll make it easier to locate the right key when you make a request. 3. Now, choose which pieces of Propertyware data you want this API key to have access to by selecting the corresponding radio buttons. Once finished, click **GENERATE KEY**. 4. You have successfully created an API key! The client id and secret associated to this key will be presented. <p> <img src=\"APIKey_Generate.JPG\"/> </p> > **Important:** This is your only chance to record the secret. Make sure it’s stored somewhere secure! If it’s forgotten, you’ll need to delete this key and start from scratch. You have now successfully created an API key and have everything you need to send requests to the Propertyware API! Before moving on to [making your first request](#section/Getting-Started/How-to-Make-a-Request) please review [Keeping API Keys Safe](#section/Getting-Started/Keeping-API-Keys-Safe) for an overview on securely storing your API keys. <br /> If you are having issues creating API keys you can submit a [Support](#section/API-Overview/Support) request for assistance. ## Keeping API Keys Safe Based on their permissions, API keys could have full access to your account’s Propertyware data. It’s important that you only grant access to trusted applications, securely record secrets, and consider a password manager to stay organized. ### Recommended Practices - Avoid hard-coding client IDs and secrets inside source files. - Avoid storing client IDs and secrets in any files that may be committed to source control, particularly cloud-based source control platforms. - Apply restrictions to client IDs and secrets shared with your staff. You can restrict a key to particular Propertyware entities or to read-only access (GET resources only). - Avoid sharing client IDs and secrets across public, insecure platforms. - Establish a process to regularly recreate your client IDs and secrets from your Propertyware account. <br /> <br /> ## How to Make a Request You’ve done a great job setting up your account, Now, we’ll walk you through how to access your data. It’s very straightforward and should only take a few minutes! > **Tip:** Looking for the right HTTP client? If you’re just getting started, we recommend Postman. ### Let's Get Started! #### Step 1: Get Your API Key If you haven't yet done so, obtain your API key client ID and secret from your Propertyware account. Your API key is how the Propertyware API authenticates requests and ensures only you can access your data. #### Step 2: Install a HTTP client The Propertyware API supports any standard HTTP client. If you're looking for a user-friendly HTTP client application, we recommend [Postman](https://www.postman.com/product/api-client) – it allows you to access the Propertyware API without writing code. We’ll use Postman for our example below to demonstrate sending an API request. #### Step 3: Make a Sample Request Let's dive in and make a simple request to get all the [Buildings](#operation/getBuildingsUsingGET) in your account. This will confirm your connectivity to our platform and validate the keys you created on our website. Simply follow the instructions below. 1. Open the Postman application. 2. Open the *verb* menu and select **GET**. 3. Enter the request endpoint in the field next to GET. - Here’s the endpoint to get all buildings: https://api.propertyware.com/pw/api/rest/v1/buildings. 4. To authenticate the request, enter your `client ID`, your `secret` and your `organization iD` respectively in these request headers: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` _(organization id)_ The organization id uniquely identifies your Propertyware account and is an additional measure to enforce proper access to the correct data. ___Your client id and secret pair will only work with the organization it belongs to___. Your full request should look similar to the image below. <kbd><img src=\"request_example.png\" /></kbd> 5. Review the parameters of your request on last time. Once finished, click **Send**. 6. If successful, you should see a JSON response and a `200` HTTP status code. Congratulations! You've connected to the Propertyware API. You now have the knowledge required to make requests for any of our resources. If you've received an error response please review the JSON response message for a description of how to resolve the issue. You can also see more information about HTTP status codes in the [Response Codes](#section/API-Overview/Response-Codes) section. If you are still having trouble making a request after reviewing these sections please submit a [Support](#section/API-Overview/Support) request. # API Overview The Propertyware API is built upon standard REST conventions. It's designed to use consistent resource-oriented URLs, accept and return JSON-encoded messages, and use standard HTTP status codes and verbs. ## Base URL The base URL for production environment API requests is: `https://api.propertyware.com/pw/api/v1/rest` In order to ensure all requests and responses are secure between the API consumer and Propertyware servers, requests must be made using the `https` protocol. Any requests not made with the `https` protocol will be refused by the Propertyware API platform. > **Note:** URL paths are case-sensitive to stay consistent with common REST standards. If your request doesn’t align with the documented URL path, you’ll receive a `404` response code reminding you of this constraint. ## API Versioning The Propertyware API is version controlled. Versioning ensures backwards-incompatible changes to the API don’t impact any existing integrations. Propertyware uses only a major version nomenclature to manage changes. The current version of the Propertyware API is version 1. By specifying a version in the resource request URL, you'll get expected responses regardless of future changes to the API. Here's an example of calling version 1 of the retrieve all leases resource: `https://api.propertyware.com/pw/api/rest/v1/leases` Any request submitted without the version in the URL path will result in a `404` error response code. ### Releasing Changes to the API The Propertyware API will continue to evolve to ensure it meets the needs of our customers. Changes will be defined as either backwards-compatible or backwards-incompatible. We’ll provide advance notice for all API releases–regardless of the type of modifications being made. #### Backward-compatible Changes Backward-compatible changes are modifications to the API that shouldn't impact existing integrations. They'll apply to the current version of the API. Simply put: you won’t need to change the version to consume new changes like these. It's important as you develop against the Propertyware API that you ensure these types of changes don't impact your integration. Here's are examples of backward-compatible modifications. * Adding new API resources and/or endpoints. * Adding new optional request parameters to existing API methods. * Adding new properties to existing API responses and non-required properties for request messages. * Changing property order in existing API responses. All backward-compatible changes to the API will be documented in the [Changelog](#section/Changelog). #### Backwards-incompatible Changes When backwards-incompatible changes to the API occur, a new version of the API will be released. You’ll need to update the URL path to consume resources under the new API version. Backwards-incompatible changes include: * Removing a property from a request and/or response message. * Changing the name of a property in a message. * Adding a required parameter to a request message. * Changing existing enumeration values. New versions of the API will have full reference documentation and an upgrade guide. ## Authentication The Propertyware API uses API key’s client IDs and secrets to authenticate requests. An organization ID, an API key client ID and secret must be passed in every request header using the following parameters: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` Failing to provide both of them in the request header will cause the API to return a `401` HTTP status code. <!-- ## Rate Limiting (FUTURE) Rate limits help us ensure consistent and reliable performance for all users, even during peak loads. That’s why we limit clients to **10 concurrent requests per second**. If your request rate violates that limit, a response code of `429` is returned. Simply retry the request after a short interval (~200ms). --> ## Bulk Request Options All top-level API resources support bulk fetches. For instance, you can retrieve all [Portfolios](#operation/getPortfoliosUsingGET). These resources also allow for filtering criteria. Each resource has descriptions of the filter criteria available. In addition to filtering, our API gives you the ability to control the returned data’s pagination and the sort order. ### Pagination Endpoints that return result sets allow for pagination using `limit` and `offset` request parameters to reduce the amount of data returned. The `limit` request parameter will cap the number of results that come back in the response. If you don't specify a `limit` value, a **default of 100 results** are returned. The maximum `limit` value is 500. If a `limit` value is specified greater than 500, it will be overridden to the default to 500. The `offset` request parameter indicates the record position within the resultset to start at when returning the results. The `offset` is zero-based and is inclusive. If no `offset` value is submitted it will default to 0. The total resultset count is returned in the HTTP Header `X-Total-Count` #### Pagination Example As an example, let's say we make a request to retrieve all rental properties with no paging parameters. Our response indicates in the `X-Total-Count` header that there are 150 total rental properties. We want to get only the last 50 results so we would submit a request with the `offset` set to 100 and the `limit` set to 50. > **Note:** The `limit` and `offset` parameter names are case-sensitive. If they aren't formatted correctly, the API will return a `404` HTTP status code. ### Sorting Results You can specify the sort order of returned data by assigning properties from the returned object to the `orderby` parameter in the querystring. For example: ``` orderby=name ``` By default, the sort is performed in ascending order. To specify sort order, use \"asc\" for ascending or \"desc\" for descending. For example: ``` orderby=name desc ``` Additionally, you can sort by multiple properties by comma separating the properties. For example: ``` orderby=abbreviation asc,name desc ``` > **Note:** While the `orderby` parameter is case-sensitive, the properties specified in the `orderby` value aren't. ## Response Codes The Propertyware API supports standard HTTP status codes. |Response Code |Description | |--|--| |200 OK | Everything worked as expected. | |400 Bad Request | The request was unacceptable, often due to missing a required parameter.| |401 Unauthorized|The API client ID and secret weren’t provided or they’re no longer valid. Be sure that the client ID and secret combination are correct and they are still active.| |403 Forbidden|The API key doesn't have permission to perform the request. This could be due to authorization for the given endpoint or an inability to access given entities within the platform (e.g. properties). |404 Not Found|The requested resource doesn't exist.| |415 Unsupported Media Type |Ensure you have the appropriate content-type header value set on your request. Each resource is documented with media type(s) that are accepted.| |429 Too Many Requests |Too many requests against the API too quickly. We recommend an exponential backoff of your requests.| |500 and above - Server Errors|Something went wrong on Propertyware's end. Review the JSON response message for more details about the error.| ## API Date Format * For all request and response date fields allowing ISO date format: YYYY-MM-DD (e.g.2019-08-24). * For all request and response dateAndTime fields format is allowing: YYYY-MM-dd'T'HH:mm:ssXXX (e.g.2022-06-28T08:47:13Z). ## Support If you are unable to resolve your issue after reviewing the API documentation our support team can assist you. # Changelog ### 2023-08-28 * Update a document ### 2023-07-11 * Delete a document ### 2023-07-11 * Retrieve all documents * Retrieve a document * Download a document ### 2023-06-10 * Lease contacts are included in Retrieve all leases API response * Lease contacts are included in Retrieve a lease API response ### 2023-04-24 * Bulk Insertion: Prospects * Bulk Insertion: Bill Payments ### 2023-04-11 * Bulk Insertion: Portfolios * Bulk Insertion: Buildings * Bulk Insertion: Units ### 2023-03-19 * Bulk insertion: contacts ### 2023-03-08 * Bulk insertion: bills ### 2023-01-24 * Custom fields in \"Get all\" endpoints * Prospect creation * Bill removals ### 2022-10-25 * API Read operations for non-financial data ### 2022-09-21 * API Read operations available
5
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  The version of the OpenAPI document: 1.0
7
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  Contact: support@propertyware.com
@@ -27,6 +27,9 @@ module Propertyware
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  # Date of Birth.
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  attr_accessor :birth_date
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+ # Indicate contact category. Send empty \"\" value if contact is Uncategorized
31
+ attr_accessor :category
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+
30
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  # Description.
31
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  attr_accessor :comments
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@@ -54,7 +57,7 @@ module Propertyware
54
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  # Last Name.
55
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  attr_accessor :last_name
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- # First Name.
60
+ # Middle Name.
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  attr_accessor :middle_name
59
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60
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  # Mobile Phone.
@@ -110,6 +113,7 @@ module Propertyware
110
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  :'allow_e_signature' => :'allowESignature',
111
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  :'alt_email' => :'altEmail',
112
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  :'birth_date' => :'birthDate',
116
+ :'category' => :'category',
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  :'comments' => :'comments',
114
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  :'company' => :'company',
115
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  :'email' => :'email',
@@ -143,6 +147,7 @@ module Propertyware
143
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  :'allow_e_signature' => :'Boolean',
144
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  :'alt_email' => :'String',
145
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  :'birth_date' => :'Date',
150
+ :'category' => :'String',
146
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  :'comments' => :'String',
147
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  :'company' => :'String',
148
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  :'email' => :'String',
@@ -201,6 +206,10 @@ module Propertyware
201
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  self.birth_date = attributes[:'birth_date']
202
207
  end
203
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209
+ if attributes.key?(:'category')
210
+ self.category = attributes[:'category']
211
+ end
212
+
204
213
  if attributes.key?(:'comments')
205
214
  self.comments = attributes[:'comments']
206
215
  end
@@ -278,27 +287,159 @@ module Propertyware
278
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  # @return Array for valid properties with the reasons
279
288
  def list_invalid_properties
280
289
  invalid_properties = Array.new
290
+ if !@company.nil? && @company.to_s.length > 75
291
+ invalid_properties.push('invalid value for "company", the character length must be smaller than or equal to 75.')
292
+ end
293
+
294
+ if !@company.nil? && @company.to_s.length < 1
295
+ invalid_properties.push('invalid value for "company", the character length must be great than or equal to 1.')
296
+ end
297
+
281
298
  if @first_name.nil?
282
299
  invalid_properties.push('invalid value for "first_name", first_name cannot be nil.')
283
300
  end
284
301
 
302
+ if @first_name.to_s.length > 30
303
+ invalid_properties.push('invalid value for "first_name", the character length must be smaller than or equal to 30.')
304
+ end
305
+
306
+ if @first_name.to_s.length < 1
307
+ invalid_properties.push('invalid value for "first_name", the character length must be great than or equal to 1.')
308
+ end
309
+
310
+ if !@home_phone.nil? && @home_phone.to_s.length > 22
311
+ invalid_properties.push('invalid value for "home_phone", the character length must be smaller than or equal to 22.')
312
+ end
313
+
314
+ if !@home_phone.nil? && @home_phone.to_s.length < 1
315
+ invalid_properties.push('invalid value for "home_phone", the character length must be great than or equal to 1.')
316
+ end
317
+
318
+ if !@job_title.nil? && @job_title.to_s.length > 75
319
+ invalid_properties.push('invalid value for "job_title", the character length must be smaller than or equal to 75.')
320
+ end
321
+
322
+ if !@job_title.nil? && @job_title.to_s.length < 1
323
+ invalid_properties.push('invalid value for "job_title", the character length must be great than or equal to 1.')
324
+ end
325
+
285
326
  if @last_name.nil?
286
327
  invalid_properties.push('invalid value for "last_name", last_name cannot be nil.')
287
328
  end
288
329
 
330
+ if @last_name.to_s.length > 30
331
+ invalid_properties.push('invalid value for "last_name", the character length must be smaller than or equal to 30.')
332
+ end
333
+
334
+ if @last_name.to_s.length < 1
335
+ invalid_properties.push('invalid value for "last_name", the character length must be great than or equal to 1.')
336
+ end
337
+
338
+ if !@middle_name.nil? && @middle_name.to_s.length > 30
339
+ invalid_properties.push('invalid value for "middle_name", the character length must be smaller than or equal to 30.')
340
+ end
341
+
342
+ if !@middle_name.nil? && @middle_name.to_s.length < 1
343
+ invalid_properties.push('invalid value for "middle_name", the character length must be great than or equal to 1.')
344
+ end
345
+
346
+ if !@mobile_phone.nil? && @mobile_phone.to_s.length > 22
347
+ invalid_properties.push('invalid value for "mobile_phone", the character length must be smaller than or equal to 22.')
348
+ end
349
+
350
+ if !@mobile_phone.nil? && @mobile_phone.to_s.length < 1
351
+ invalid_properties.push('invalid value for "mobile_phone", the character length must be great than or equal to 1.')
352
+ end
353
+
354
+ if !@name_on_check.nil? && @name_on_check.to_s.length > 100
355
+ invalid_properties.push('invalid value for "name_on_check", the character length must be smaller than or equal to 100.')
356
+ end
357
+
358
+ if !@name_on_check.nil? && @name_on_check.to_s.length < 1
359
+ invalid_properties.push('invalid value for "name_on_check", the character length must be great than or equal to 1.')
360
+ end
361
+
362
+ if !@other_phone.nil? && @other_phone.to_s.length > 22
363
+ invalid_properties.push('invalid value for "other_phone", the character length must be smaller than or equal to 22.')
364
+ end
365
+
366
+ if !@other_phone.nil? && @other_phone.to_s.length < 1
367
+ invalid_properties.push('invalid value for "other_phone", the character length must be great than or equal to 1.')
368
+ end
369
+
370
+ if !@work_phone.nil? && @work_phone.to_s.length > 22
371
+ invalid_properties.push('invalid value for "work_phone", the character length must be smaller than or equal to 22.')
372
+ end
373
+
374
+ if !@work_phone.nil? && @work_phone.to_s.length < 1
375
+ invalid_properties.push('invalid value for "work_phone", the character length must be great than or equal to 1.')
376
+ end
377
+
289
378
  invalid_properties
290
379
  end
291
380
 
292
381
  # Check to see if the all the properties in the model are valid
293
382
  # @return true if the model is valid
294
383
  def valid?
384
+ return false if !@company.nil? && @company.to_s.length > 75
385
+ return false if !@company.nil? && @company.to_s.length < 1
295
386
  return false if @first_name.nil?
387
+ return false if @first_name.to_s.length > 30
388
+ return false if @first_name.to_s.length < 1
296
389
  gender_validator = EnumAttributeValidator.new('String', ["UNKNOWN", "MALE", "FEMALE", "DECLINE_TO_STATE"])
297
390
  return false unless gender_validator.valid?(@gender)
391
+ return false if !@home_phone.nil? && @home_phone.to_s.length > 22
392
+ return false if !@home_phone.nil? && @home_phone.to_s.length < 1
393
+ return false if !@job_title.nil? && @job_title.to_s.length > 75
394
+ return false if !@job_title.nil? && @job_title.to_s.length < 1
298
395
  return false if @last_name.nil?
396
+ return false if @last_name.to_s.length > 30
397
+ return false if @last_name.to_s.length < 1
398
+ return false if !@middle_name.nil? && @middle_name.to_s.length > 30
399
+ return false if !@middle_name.nil? && @middle_name.to_s.length < 1
400
+ return false if !@mobile_phone.nil? && @mobile_phone.to_s.length > 22
401
+ return false if !@mobile_phone.nil? && @mobile_phone.to_s.length < 1
402
+ return false if !@name_on_check.nil? && @name_on_check.to_s.length > 100
403
+ return false if !@name_on_check.nil? && @name_on_check.to_s.length < 1
404
+ return false if !@other_phone.nil? && @other_phone.to_s.length > 22
405
+ return false if !@other_phone.nil? && @other_phone.to_s.length < 1
406
+ return false if !@work_phone.nil? && @work_phone.to_s.length > 22
407
+ return false if !@work_phone.nil? && @work_phone.to_s.length < 1
299
408
  true
300
409
  end
301
410
 
411
+ # Custom attribute writer method with validation
412
+ # @param [Object] company Value to be assigned
413
+ def company=(company)
414
+ if !company.nil? && company.to_s.length > 75
415
+ fail ArgumentError, 'invalid value for "company", the character length must be smaller than or equal to 75.'
416
+ end
417
+
418
+ if !company.nil? && company.to_s.length < 1
419
+ fail ArgumentError, 'invalid value for "company", the character length must be great than or equal to 1.'
420
+ end
421
+
422
+ @company = company
423
+ end
424
+
425
+ # Custom attribute writer method with validation
426
+ # @param [Object] first_name Value to be assigned
427
+ def first_name=(first_name)
428
+ if first_name.nil?
429
+ fail ArgumentError, 'first_name cannot be nil'
430
+ end
431
+
432
+ if first_name.to_s.length > 30
433
+ fail ArgumentError, 'invalid value for "first_name", the character length must be smaller than or equal to 30.'
434
+ end
435
+
436
+ if first_name.to_s.length < 1
437
+ fail ArgumentError, 'invalid value for "first_name", the character length must be great than or equal to 1.'
438
+ end
439
+
440
+ @first_name = first_name
441
+ end
442
+
302
443
  # Custom attribute writer method checking allowed values (enum).
303
444
  # @param [Object] gender Object to be assigned
304
445
  def gender=(gender)
@@ -309,6 +450,122 @@ module Propertyware
309
450
  @gender = gender
310
451
  end
311
452
 
453
+ # Custom attribute writer method with validation
454
+ # @param [Object] home_phone Value to be assigned
455
+ def home_phone=(home_phone)
456
+ if !home_phone.nil? && home_phone.to_s.length > 22
457
+ fail ArgumentError, 'invalid value for "home_phone", the character length must be smaller than or equal to 22.'
458
+ end
459
+
460
+ if !home_phone.nil? && home_phone.to_s.length < 1
461
+ fail ArgumentError, 'invalid value for "home_phone", the character length must be great than or equal to 1.'
462
+ end
463
+
464
+ @home_phone = home_phone
465
+ end
466
+
467
+ # Custom attribute writer method with validation
468
+ # @param [Object] job_title Value to be assigned
469
+ def job_title=(job_title)
470
+ if !job_title.nil? && job_title.to_s.length > 75
471
+ fail ArgumentError, 'invalid value for "job_title", the character length must be smaller than or equal to 75.'
472
+ end
473
+
474
+ if !job_title.nil? && job_title.to_s.length < 1
475
+ fail ArgumentError, 'invalid value for "job_title", the character length must be great than or equal to 1.'
476
+ end
477
+
478
+ @job_title = job_title
479
+ end
480
+
481
+ # Custom attribute writer method with validation
482
+ # @param [Object] last_name Value to be assigned
483
+ def last_name=(last_name)
484
+ if last_name.nil?
485
+ fail ArgumentError, 'last_name cannot be nil'
486
+ end
487
+
488
+ if last_name.to_s.length > 30
489
+ fail ArgumentError, 'invalid value for "last_name", the character length must be smaller than or equal to 30.'
490
+ end
491
+
492
+ if last_name.to_s.length < 1
493
+ fail ArgumentError, 'invalid value for "last_name", the character length must be great than or equal to 1.'
494
+ end
495
+
496
+ @last_name = last_name
497
+ end
498
+
499
+ # Custom attribute writer method with validation
500
+ # @param [Object] middle_name Value to be assigned
501
+ def middle_name=(middle_name)
502
+ if !middle_name.nil? && middle_name.to_s.length > 30
503
+ fail ArgumentError, 'invalid value for "middle_name", the character length must be smaller than or equal to 30.'
504
+ end
505
+
506
+ if !middle_name.nil? && middle_name.to_s.length < 1
507
+ fail ArgumentError, 'invalid value for "middle_name", the character length must be great than or equal to 1.'
508
+ end
509
+
510
+ @middle_name = middle_name
511
+ end
512
+
513
+ # Custom attribute writer method with validation
514
+ # @param [Object] mobile_phone Value to be assigned
515
+ def mobile_phone=(mobile_phone)
516
+ if !mobile_phone.nil? && mobile_phone.to_s.length > 22
517
+ fail ArgumentError, 'invalid value for "mobile_phone", the character length must be smaller than or equal to 22.'
518
+ end
519
+
520
+ if !mobile_phone.nil? && mobile_phone.to_s.length < 1
521
+ fail ArgumentError, 'invalid value for "mobile_phone", the character length must be great than or equal to 1.'
522
+ end
523
+
524
+ @mobile_phone = mobile_phone
525
+ end
526
+
527
+ # Custom attribute writer method with validation
528
+ # @param [Object] name_on_check Value to be assigned
529
+ def name_on_check=(name_on_check)
530
+ if !name_on_check.nil? && name_on_check.to_s.length > 100
531
+ fail ArgumentError, 'invalid value for "name_on_check", the character length must be smaller than or equal to 100.'
532
+ end
533
+
534
+ if !name_on_check.nil? && name_on_check.to_s.length < 1
535
+ fail ArgumentError, 'invalid value for "name_on_check", the character length must be great than or equal to 1.'
536
+ end
537
+
538
+ @name_on_check = name_on_check
539
+ end
540
+
541
+ # Custom attribute writer method with validation
542
+ # @param [Object] other_phone Value to be assigned
543
+ def other_phone=(other_phone)
544
+ if !other_phone.nil? && other_phone.to_s.length > 22
545
+ fail ArgumentError, 'invalid value for "other_phone", the character length must be smaller than or equal to 22.'
546
+ end
547
+
548
+ if !other_phone.nil? && other_phone.to_s.length < 1
549
+ fail ArgumentError, 'invalid value for "other_phone", the character length must be great than or equal to 1.'
550
+ end
551
+
552
+ @other_phone = other_phone
553
+ end
554
+
555
+ # Custom attribute writer method with validation
556
+ # @param [Object] work_phone Value to be assigned
557
+ def work_phone=(work_phone)
558
+ if !work_phone.nil? && work_phone.to_s.length > 22
559
+ fail ArgumentError, 'invalid value for "work_phone", the character length must be smaller than or equal to 22.'
560
+ end
561
+
562
+ if !work_phone.nil? && work_phone.to_s.length < 1
563
+ fail ArgumentError, 'invalid value for "work_phone", the character length must be great than or equal to 1.'
564
+ end
565
+
566
+ @work_phone = work_phone
567
+ end
568
+
312
569
  # Checks equality by comparing each attribute.
313
570
  # @param [Object] Object to be compared
314
571
  def ==(o)
@@ -318,6 +575,7 @@ module Propertyware
318
575
  allow_e_signature == o.allow_e_signature &&
319
576
  alt_email == o.alt_email &&
320
577
  birth_date == o.birth_date &&
578
+ category == o.category &&
321
579
  comments == o.comments &&
322
580
  company == o.company &&
323
581
  email == o.email &&
@@ -347,7 +605,7 @@ module Propertyware
347
605
  # Calculates hash code according to all attributes.
348
606
  # @return [Integer] Hash code
349
607
  def hash
350
- [address, allow_e_signature, alt_email, birth_date, comments, company, email, fax, first_name, gender, home_phone, job_title, last_name, middle_name, mobile_phone, name_on_check, named_on_lease, other_phone, salutation, search_tag, suffix, work_phone].hash
608
+ [address, allow_e_signature, alt_email, birth_date, category, comments, company, email, fax, first_name, gender, home_phone, job_title, last_name, middle_name, mobile_phone, name_on_check, named_on_lease, other_phone, salutation, search_tag, suffix, work_phone].hash
351
609
  end
352
610
 
353
611
  # Builds the object from hash
@@ -1,7 +1,7 @@
1
1
  =begin
2
2
  #Open API, powered by Propertyware
3
3
 
4
- #<script type=\"text/javascript\" src=\"https://buildium.atlassian.net/s/d41d8cd98f00b204e9800998ecf8427e-T/-raa8on/b/8/c95134bc67d3a521bb3f4331beb9b804/_/download/batch/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector.js?locale=en-US&collectorId=e43cd15d\"></script> # Introduction Welcome to Propertyware’s API—a powerful, RESTful programming interface that lets you leverage valuable Propertyware data. ## Account Configuration Before you can use Propertyware’s API, you’ll need to make some tweaks to your account settings. <br /> ### Enabling the API In order to start creating your keys and making requests, you’ll need to enable the API. > **Tip:** You’ll need an administrator user role with access to ***Administration Setup > API Keys*** to set things up properly. **Let's Begin!** 1. Sign in to your [Propertyware](https://app.propertyware.com/pw/login.jsp) account from your browser. 2. Open the ***Setup*** page 3. On the left navigation bar, expand ***Administration Setup*** and then click ***API Keys***. If you are having issues accessing the API keys page within your account you can submit a [Support](#section/API-Overview/Support) request for assistance. ## API Keys Account-level API keys authenticate every request and keep things secure. API keys have two components: a “client ID” and a “secret”. * **Client IDs** are similar to usernames. They’re used to identify your Propertyware API key and are safe to share. * **Secrets** are similar to passwords. They must be kept confidential. Whenever you make a request, you’ll need the API key’s client ID and secret. If you forget it, make a mistake, or try to use information that’s linked to a deleted key, the API will return a `401` response code. > **Tip:** We compiled a list of best practices that detail how securely store API keys. [Give it a read](#section/Getting-Started/Keeping-API-Keys-Safe)! ## Creating API Keys Now that the Open API is enabled, you’ll be able to create API keys. You’re almost there! **How to create an API key** 1. On the API Keys page, click ***Create API Key***. A modal will appear. <p> <img src=\"APIKey_Page.JPG\"/> </p> <p> <img src=\"APIKey_New.JPG\"/> </p> 2. Enter a clear, memorable name and description for your API key. It’ll make it easier to locate the right key when you make a request. 3. Now, choose which pieces of Propertyware data you want this API key to have access to by selecting the corresponding radio buttons. Once finished, click **GENERATE KEY**. 4. You have successfully created an API key! The client id and secret associated to this key will be presented. <p> <img src=\"APIKey_Generate.JPG\"/> </p> > **Important:** This is your only chance to record the secret. Make sure it’s stored somewhere secure! If it’s forgotten, you’ll need to delete this key and start from scratch. You have now successfully created an API key and have everything you need to send requests to the Propertyware API! Before moving on to [making your first request](#section/Getting-Started/How-to-Make-a-Request) please review [Keeping API Keys Safe](#section/Getting-Started/Keeping-API-Keys-Safe) for an overview on securely storing your API keys. <br /> If you are having issues creating API keys you can submit a [Support](#section/API-Overview/Support) request for assistance. ## Keeping API Keys Safe Based on their permissions, API keys could have full access to your account’s Propertyware data. It’s important that you only grant access to trusted applications, securely record secrets, and consider a password manager to stay organized. ### Recommended Practices - Avoid hard-coding client IDs and secrets inside source files. - Avoid storing client IDs and secrets in any files that may be committed to source control, particularly cloud-based source control platforms. - Apply restrictions to client IDs and secrets shared with your staff. You can restrict a key to particular Propertyware entities or to read-only access (GET resources only). - Avoid sharing client IDs and secrets across public, insecure platforms. - Establish a process to regularly recreate your client IDs and secrets from your Propertyware account. <br /> <br /> ## How to Make a Request You’ve done a great job setting up your account, Now, we’ll walk you through how to access your data. It’s very straightforward and should only take a few minutes! > **Tip:** Looking for the right HTTP client? If you’re just getting started, we recommend Postman. ### Let's Get Started! #### Step 1: Get Your API Key If you haven't yet done so, obtain your API key client ID and secret from your Propertyware account. Your API key is how the Propertyware API authenticates requests and ensures only you can access your data. #### Step 2: Install a HTTP client The Propertyware API supports any standard HTTP client. If you're looking for a user-friendly HTTP client application, we recommend [Postman](https://www.postman.com/product/api-client) – it allows you to access the Propertyware API without writing code. We’ll use Postman for our example below to demonstrate sending an API request. #### Step 3: Make a Sample Request Let's dive in and make a simple request to get all the [Buildings](#operation/getBuildingsUsingGET) in your account. This will confirm your connectivity to our platform and validate the keys you created on our website. Simply follow the instructions below. 1. Open the Postman application. 2. Open the *verb* menu and select **GET**. 3. Enter the request endpoint in the field next to GET. - Here’s the endpoint to get all buildings: https://api.propertyware.com/pw/api/rest/v1/buildings. 4. To authenticate the request, enter your `client ID`, your `secret` and your `organization iD` respectively in these request headers: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` _(organization id)_ The organization id uniquely identifies your Propertyware account and is an additional measure to enforce proper access to the correct data. ___Your client id and secret pair will only work with the organization it belongs to___. Your full request should look similar to the image below. <kbd><img src=\"request_example.png\" /></kbd> 5. Review the parameters of your request on last time. Once finished, click **Send**. 6. If successful, you should see a JSON response and a `200` HTTP status code. Congratulations! You've connected to the Propertyware API. You now have the knowledge required to make requests for any of our resources. If you've received an error response please review the JSON response message for a description of how to resolve the issue. You can also see more information about HTTP status codes in the [Response Codes](#section/API-Overview/Response-Codes) section. If you are still having trouble making a request after reviewing these sections please submit a [Support](#section/API-Overview/Support) request. # API Overview The Propertyware API is built upon standard REST conventions. It's designed to use consistent resource-oriented URLs, accept and return JSON-encoded messages, and use standard HTTP status codes and verbs. ## Base URL The base URL for production environment API requests is: `https://api.propertyware.com/pw/api/v1/rest` In order to ensure all requests and responses are secure between the API consumer and Propertyware servers, requests must be made using the `https` protocol. Any requests not made with the `https` protocol will be refused by the Propertyware API platform. > **Note:** URL paths are case-sensitive to stay consistent with common REST standards. If your request doesn’t align with the documented URL path, you’ll receive a `404` response code reminding you of this constraint. ## API Versioning The Propertyware API is version controlled. Versioning ensures backwards-incompatible changes to the API don’t impact any existing integrations. Propertyware uses only a major version nomenclature to manage changes. The current version of the Propertyware API is version 1. By specifying a version in the resource request URL, you'll get expected responses regardless of future changes to the API. Here's an example of calling version 1 of the retrieve all leases resource: `https://api.propertyware.com/pw/api/rest/v1/leases` Any request submitted without the version in the URL path will result in a `404` error response code. ### Releasing Changes to the API The Propertyware API will continue to evolve to ensure it meets the needs of our customers. Changes will be defined as either backwards-compatible or backwards-incompatible. We’ll provide advance notice for all API releases–regardless of the type of modifications being made. #### Backward-compatible Changes Backward-compatible changes are modifications to the API that shouldn't impact existing integrations. They'll apply to the current version of the API. Simply put: you won’t need to change the version to consume new changes like these. It's important as you develop against the Propertyware API that you ensure these types of changes don't impact your integration. Here's are examples of backward-compatible modifications. * Adding new API resources and/or endpoints. * Adding new optional request parameters to existing API methods. * Adding new properties to existing API responses and non-required properties for request messages. * Changing property order in existing API responses. All backward-compatible changes to the API will be documented in the [Changelog](#section/Changelog). #### Backwards-incompatible Changes When backwards-incompatible changes to the API occur, a new version of the API will be released. You’ll need to update the URL path to consume resources under the new API version. Backwards-incompatible changes include: * Removing a property from a request and/or response message. * Changing the name of a property in a message. * Adding a required parameter to a request message. * Changing existing enumeration values. New versions of the API will have full reference documentation and an upgrade guide. ## Authentication The Propertyware API uses API key’s client IDs and secrets to authenticate requests. An organization ID, an API key client ID and secret must be passed in every request header using the following parameters: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` Failing to provide both of them in the request header will cause the API to return a `401` HTTP status code. <!-- ## Rate Limiting (FUTURE) Rate limits help us ensure consistent and reliable performance for all users, even during peak loads. That’s why we limit clients to **10 concurrent requests per second**. If your request rate violates that limit, a response code of `429` is returned. Simply retry the request after a short interval (~200ms). --> ## Bulk Request Options All top-level API resources support bulk fetches. For instance, you can retrieve all [Portfolios](#operation/getPortfoliosUsingGET). These resources also allow for filtering criteria. Each resource has descriptions of the filter criteria available. In addition to filtering, our API gives you the ability to control the returned data’s pagination and the sort order. ### Pagination Endpoints that return result sets allow for pagination using `limit` and `offset` request parameters to reduce the amount of data returned. The `limit` request parameter will cap the number of results that come back in the response. If you don't specify a `limit` value, a **default of 100 results** are returned. The maximum `limit` value is 500. If a `limit` value is specified greater than 500, it will be overridden to the default to 500. The `offset` request parameter indicates the record position within the resultset to start at when returning the results. The `offset` is zero-based and is inclusive. If no `offset` value is submitted it will default to 0. The total resultset count is returned in the HTTP Header `X-Total-Count` #### Pagination Example As an example, let's say we make a request to retrieve all rental properties with no paging parameters. Our response indicates in the `X-Total-Count` header that there are 150 total rental properties. We want to get only the last 50 results so we would submit a request with the `offset` set to 100 and the `limit` set to 50. > **Note:** The `limit` and `offset` parameter names are case-sensitive. If they aren't formatted correctly, the API will return a `404` HTTP status code. ### Sorting Results You can specify the sort order of returned data by assigning properties from the returned object to the `orderby` parameter in the querystring. For example: ``` orderby=name ``` By default, the sort is performed in ascending order. To specify sort order, use \"asc\" for ascending or \"desc\" for descending. For example: ``` orderby=name desc ``` Additionally, you can sort by multiple properties by comma separating the properties. For example: ``` orderby=abbreviation asc,name desc ``` > **Note:** While the `orderby` parameter is case-sensitive, the properties specified in the `orderby` value aren't. ## Response Codes The Propertyware API supports standard HTTP status codes. |Response Code |Description | |--|--| |200 OK | Everything worked as expected. | |400 Bad Request | The request was unacceptable, often due to missing a required parameter.| |401 Unauthorized|The API client ID and secret weren’t provided or they’re no longer valid. Be sure that the client ID and secret combination are correct and they are still active.| |403 Forbidden|The API key doesn't have permission to perform the request. This could be due to authorization for the given endpoint or an inability to access given entities within the platform (e.g. properties). |404 Not Found|The requested resource doesn't exist.| |415 Unsupported Media Type |Ensure you have the appropriate content-type header value set on your request. Each resource is documented with media type(s) that are accepted.| |429 Too Many Requests |Too many requests against the API too quickly. We recommend an exponential backoff of your requests.| |500 and above - Server Errors|Something went wrong on Propertyware's end. Review the JSON response message for more details about the error.| ## API Date Format * For all request and response date fields allowing ISO date format: YYYY-MM-DD (e.g.2019-08-24). * For all request and response dateAndTime fields format is allowing: YYYY-MM-dd'T'HH:mm:ssXXX (e.g.2022-06-28T08:47:13Z). ## Support If you are unable to resolve your issue after reviewing the API documentation our support team can assist you. # Changelog ### 2023-07-11 * Delete a document ### 2023-07-11 * Retrieve all documents * Retrieve a document * Download a document ### 2023-06-10 * Lease contacts are included in Retrieve all leases API response * Lease contacts are included in Retrieve a lease API response ### 2023-04-24 * Bulk Insertion: Prospects * Bulk Insertion: Bill Payments ### 2023-04-11 * Bulk Insertion: Portfolios * Bulk Insertion: Buildings * Bulk Insertion: Units ### 2023-03-19 * Bulk insertion: contacts ### 2023-03-08 * Bulk insertion: bills ### 2023-01-24 * Custom fields in \"Get all\" endpoints * Prospect creation * Bill removals ### 2022-10-25 * API Read operations for non-financial data ### 2022-09-21 * API Read operations available
4
+ #<script type=\"text/javascript\" src=\"https://buildium.atlassian.net/s/d41d8cd98f00b204e9800998ecf8427e-T/-raa8on/b/8/c95134bc67d3a521bb3f4331beb9b804/_/download/batch/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector.js?locale=en-US&collectorId=e43cd15d\"></script> # Introduction Welcome to Propertyware’s API—a powerful, RESTful programming interface that lets you leverage valuable Propertyware data. ## Account Configuration Before you can use Propertyware’s API, you’ll need to make some tweaks to your account settings. <br /> ### Enabling the API In order to start creating your keys and making requests, you’ll need to enable the API. > **Tip:** You’ll need an administrator user role with access to ***Administration Setup > API Keys*** to set things up properly. **Let's Begin!** 1. Sign in to your [Propertyware](https://app.propertyware.com/pw/login.jsp) account from your browser. 2. Open the ***Setup*** page 3. On the left navigation bar, expand ***Administration Setup*** and then click ***API Keys***. If you are having issues accessing the API keys page within your account you can submit a [Support](#section/API-Overview/Support) request for assistance. ## API Keys Account-level API keys authenticate every request and keep things secure. API keys have two components: a “client ID” and a “secret”. * **Client IDs** are similar to usernames. They’re used to identify your Propertyware API key and are safe to share. * **Secrets** are similar to passwords. They must be kept confidential. Whenever you make a request, you’ll need the API key’s client ID and secret. If you forget it, make a mistake, or try to use information that’s linked to a deleted key, the API will return a `401` response code. > **Tip:** We compiled a list of best practices that detail how securely store API keys. [Give it a read](#section/Getting-Started/Keeping-API-Keys-Safe)! ## Creating API Keys Now that the Open API is enabled, you’ll be able to create API keys. You’re almost there! **How to create an API key** 1. On the API Keys page, click ***Create API Key***. A modal will appear. <p> <img src=\"APIKey_Page.JPG\"/> </p> <p> <img src=\"APIKey_New.JPG\"/> </p> 2. Enter a clear, memorable name and description for your API key. It’ll make it easier to locate the right key when you make a request. 3. Now, choose which pieces of Propertyware data you want this API key to have access to by selecting the corresponding radio buttons. Once finished, click **GENERATE KEY**. 4. You have successfully created an API key! The client id and secret associated to this key will be presented. <p> <img src=\"APIKey_Generate.JPG\"/> </p> > **Important:** This is your only chance to record the secret. Make sure it’s stored somewhere secure! If it’s forgotten, you’ll need to delete this key and start from scratch. You have now successfully created an API key and have everything you need to send requests to the Propertyware API! Before moving on to [making your first request](#section/Getting-Started/How-to-Make-a-Request) please review [Keeping API Keys Safe](#section/Getting-Started/Keeping-API-Keys-Safe) for an overview on securely storing your API keys. <br /> If you are having issues creating API keys you can submit a [Support](#section/API-Overview/Support) request for assistance. ## Keeping API Keys Safe Based on their permissions, API keys could have full access to your account’s Propertyware data. It’s important that you only grant access to trusted applications, securely record secrets, and consider a password manager to stay organized. ### Recommended Practices - Avoid hard-coding client IDs and secrets inside source files. - Avoid storing client IDs and secrets in any files that may be committed to source control, particularly cloud-based source control platforms. - Apply restrictions to client IDs and secrets shared with your staff. You can restrict a key to particular Propertyware entities or to read-only access (GET resources only). - Avoid sharing client IDs and secrets across public, insecure platforms. - Establish a process to regularly recreate your client IDs and secrets from your Propertyware account. <br /> <br /> ## How to Make a Request You’ve done a great job setting up your account, Now, we’ll walk you through how to access your data. It’s very straightforward and should only take a few minutes! > **Tip:** Looking for the right HTTP client? If you’re just getting started, we recommend Postman. ### Let's Get Started! #### Step 1: Get Your API Key If you haven't yet done so, obtain your API key client ID and secret from your Propertyware account. Your API key is how the Propertyware API authenticates requests and ensures only you can access your data. #### Step 2: Install a HTTP client The Propertyware API supports any standard HTTP client. If you're looking for a user-friendly HTTP client application, we recommend [Postman](https://www.postman.com/product/api-client) – it allows you to access the Propertyware API without writing code. We’ll use Postman for our example below to demonstrate sending an API request. #### Step 3: Make a Sample Request Let's dive in and make a simple request to get all the [Buildings](#operation/getBuildingsUsingGET) in your account. This will confirm your connectivity to our platform and validate the keys you created on our website. Simply follow the instructions below. 1. Open the Postman application. 2. Open the *verb* menu and select **GET**. 3. Enter the request endpoint in the field next to GET. - Here’s the endpoint to get all buildings: https://api.propertyware.com/pw/api/rest/v1/buildings. 4. To authenticate the request, enter your `client ID`, your `secret` and your `organization iD` respectively in these request headers: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` _(organization id)_ The organization id uniquely identifies your Propertyware account and is an additional measure to enforce proper access to the correct data. ___Your client id and secret pair will only work with the organization it belongs to___. Your full request should look similar to the image below. <kbd><img src=\"request_example.png\" /></kbd> 5. Review the parameters of your request on last time. Once finished, click **Send**. 6. If successful, you should see a JSON response and a `200` HTTP status code. Congratulations! You've connected to the Propertyware API. You now have the knowledge required to make requests for any of our resources. If you've received an error response please review the JSON response message for a description of how to resolve the issue. You can also see more information about HTTP status codes in the [Response Codes](#section/API-Overview/Response-Codes) section. If you are still having trouble making a request after reviewing these sections please submit a [Support](#section/API-Overview/Support) request. # API Overview The Propertyware API is built upon standard REST conventions. It's designed to use consistent resource-oriented URLs, accept and return JSON-encoded messages, and use standard HTTP status codes and verbs. ## Base URL The base URL for production environment API requests is: `https://api.propertyware.com/pw/api/v1/rest` In order to ensure all requests and responses are secure between the API consumer and Propertyware servers, requests must be made using the `https` protocol. Any requests not made with the `https` protocol will be refused by the Propertyware API platform. > **Note:** URL paths are case-sensitive to stay consistent with common REST standards. If your request doesn’t align with the documented URL path, you’ll receive a `404` response code reminding you of this constraint. ## API Versioning The Propertyware API is version controlled. Versioning ensures backwards-incompatible changes to the API don’t impact any existing integrations. Propertyware uses only a major version nomenclature to manage changes. The current version of the Propertyware API is version 1. By specifying a version in the resource request URL, you'll get expected responses regardless of future changes to the API. Here's an example of calling version 1 of the retrieve all leases resource: `https://api.propertyware.com/pw/api/rest/v1/leases` Any request submitted without the version in the URL path will result in a `404` error response code. ### Releasing Changes to the API The Propertyware API will continue to evolve to ensure it meets the needs of our customers. Changes will be defined as either backwards-compatible or backwards-incompatible. We’ll provide advance notice for all API releases–regardless of the type of modifications being made. #### Backward-compatible Changes Backward-compatible changes are modifications to the API that shouldn't impact existing integrations. They'll apply to the current version of the API. Simply put: you won’t need to change the version to consume new changes like these. It's important as you develop against the Propertyware API that you ensure these types of changes don't impact your integration. Here's are examples of backward-compatible modifications. * Adding new API resources and/or endpoints. * Adding new optional request parameters to existing API methods. * Adding new properties to existing API responses and non-required properties for request messages. * Changing property order in existing API responses. All backward-compatible changes to the API will be documented in the [Changelog](#section/Changelog). #### Backwards-incompatible Changes When backwards-incompatible changes to the API occur, a new version of the API will be released. You’ll need to update the URL path to consume resources under the new API version. Backwards-incompatible changes include: * Removing a property from a request and/or response message. * Changing the name of a property in a message. * Adding a required parameter to a request message. * Changing existing enumeration values. New versions of the API will have full reference documentation and an upgrade guide. ## Authentication The Propertyware API uses API key’s client IDs and secrets to authenticate requests. An organization ID, an API key client ID and secret must be passed in every request header using the following parameters: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` Failing to provide both of them in the request header will cause the API to return a `401` HTTP status code. <!-- ## Rate Limiting (FUTURE) Rate limits help us ensure consistent and reliable performance for all users, even during peak loads. That’s why we limit clients to **10 concurrent requests per second**. If your request rate violates that limit, a response code of `429` is returned. Simply retry the request after a short interval (~200ms). --> ## Bulk Request Options All top-level API resources support bulk fetches. For instance, you can retrieve all [Portfolios](#operation/getPortfoliosUsingGET). These resources also allow for filtering criteria. Each resource has descriptions of the filter criteria available. In addition to filtering, our API gives you the ability to control the returned data’s pagination and the sort order. ### Pagination Endpoints that return result sets allow for pagination using `limit` and `offset` request parameters to reduce the amount of data returned. The `limit` request parameter will cap the number of results that come back in the response. If you don't specify a `limit` value, a **default of 100 results** are returned. The maximum `limit` value is 500. If a `limit` value is specified greater than 500, it will be overridden to the default to 500. The `offset` request parameter indicates the record position within the resultset to start at when returning the results. The `offset` is zero-based and is inclusive. If no `offset` value is submitted it will default to 0. The total resultset count is returned in the HTTP Header `X-Total-Count` #### Pagination Example As an example, let's say we make a request to retrieve all rental properties with no paging parameters. Our response indicates in the `X-Total-Count` header that there are 150 total rental properties. We want to get only the last 50 results so we would submit a request with the `offset` set to 100 and the `limit` set to 50. > **Note:** The `limit` and `offset` parameter names are case-sensitive. If they aren't formatted correctly, the API will return a `404` HTTP status code. ### Sorting Results You can specify the sort order of returned data by assigning properties from the returned object to the `orderby` parameter in the querystring. For example: ``` orderby=name ``` By default, the sort is performed in ascending order. To specify sort order, use \"asc\" for ascending or \"desc\" for descending. For example: ``` orderby=name desc ``` Additionally, you can sort by multiple properties by comma separating the properties. For example: ``` orderby=abbreviation asc,name desc ``` > **Note:** While the `orderby` parameter is case-sensitive, the properties specified in the `orderby` value aren't. ## Response Codes The Propertyware API supports standard HTTP status codes. |Response Code |Description | |--|--| |200 OK | Everything worked as expected. | |400 Bad Request | The request was unacceptable, often due to missing a required parameter.| |401 Unauthorized|The API client ID and secret weren’t provided or they’re no longer valid. Be sure that the client ID and secret combination are correct and they are still active.| |403 Forbidden|The API key doesn't have permission to perform the request. This could be due to authorization for the given endpoint or an inability to access given entities within the platform (e.g. properties). |404 Not Found|The requested resource doesn't exist.| |415 Unsupported Media Type |Ensure you have the appropriate content-type header value set on your request. Each resource is documented with media type(s) that are accepted.| |429 Too Many Requests |Too many requests against the API too quickly. We recommend an exponential backoff of your requests.| |500 and above - Server Errors|Something went wrong on Propertyware's end. Review the JSON response message for more details about the error.| ## API Date Format * For all request and response date fields allowing ISO date format: YYYY-MM-DD (e.g.2019-08-24). * For all request and response dateAndTime fields format is allowing: YYYY-MM-dd'T'HH:mm:ssXXX (e.g.2022-06-28T08:47:13Z). ## Support If you are unable to resolve your issue after reviewing the API documentation our support team can assist you. # Changelog ### 2023-08-28 * Update a document ### 2023-07-11 * Delete a document ### 2023-07-11 * Retrieve all documents * Retrieve a document * Download a document ### 2023-06-10 * Lease contacts are included in Retrieve all leases API response * Lease contacts are included in Retrieve a lease API response ### 2023-04-24 * Bulk Insertion: Prospects * Bulk Insertion: Bill Payments ### 2023-04-11 * Bulk Insertion: Portfolios * Bulk Insertion: Buildings * Bulk Insertion: Units ### 2023-03-19 * Bulk insertion: contacts ### 2023-03-08 * Bulk insertion: bills ### 2023-01-24 * Custom fields in \"Get all\" endpoints * Prospect creation * Bill removals ### 2022-10-25 * API Read operations for non-financial data ### 2022-09-21 * API Read operations available
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  #Open API, powered by Propertyware
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- #<script type=\"text/javascript\" src=\"https://buildium.atlassian.net/s/d41d8cd98f00b204e9800998ecf8427e-T/-raa8on/b/8/c95134bc67d3a521bb3f4331beb9b804/_/download/batch/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector.js?locale=en-US&collectorId=e43cd15d\"></script> # Introduction Welcome to Propertyware’s API—a powerful, RESTful programming interface that lets you leverage valuable Propertyware data. ## Account Configuration Before you can use Propertyware’s API, you’ll need to make some tweaks to your account settings. <br /> ### Enabling the API In order to start creating your keys and making requests, you’ll need to enable the API. > **Tip:** You’ll need an administrator user role with access to ***Administration Setup > API Keys*** to set things up properly. **Let's Begin!** 1. Sign in to your [Propertyware](https://app.propertyware.com/pw/login.jsp) account from your browser. 2. Open the ***Setup*** page 3. On the left navigation bar, expand ***Administration Setup*** and then click ***API Keys***. If you are having issues accessing the API keys page within your account you can submit a [Support](#section/API-Overview/Support) request for assistance. ## API Keys Account-level API keys authenticate every request and keep things secure. API keys have two components: a “client ID” and a “secret”. * **Client IDs** are similar to usernames. They’re used to identify your Propertyware API key and are safe to share. * **Secrets** are similar to passwords. They must be kept confidential. Whenever you make a request, you’ll need the API key’s client ID and secret. If you forget it, make a mistake, or try to use information that’s linked to a deleted key, the API will return a `401` response code. > **Tip:** We compiled a list of best practices that detail how securely store API keys. [Give it a read](#section/Getting-Started/Keeping-API-Keys-Safe)! ## Creating API Keys Now that the Open API is enabled, you’ll be able to create API keys. You’re almost there! **How to create an API key** 1. On the API Keys page, click ***Create API Key***. A modal will appear. <p> <img src=\"APIKey_Page.JPG\"/> </p> <p> <img src=\"APIKey_New.JPG\"/> </p> 2. Enter a clear, memorable name and description for your API key. It’ll make it easier to locate the right key when you make a request. 3. Now, choose which pieces of Propertyware data you want this API key to have access to by selecting the corresponding radio buttons. Once finished, click **GENERATE KEY**. 4. You have successfully created an API key! The client id and secret associated to this key will be presented. <p> <img src=\"APIKey_Generate.JPG\"/> </p> > **Important:** This is your only chance to record the secret. Make sure it’s stored somewhere secure! If it’s forgotten, you’ll need to delete this key and start from scratch. You have now successfully created an API key and have everything you need to send requests to the Propertyware API! Before moving on to [making your first request](#section/Getting-Started/How-to-Make-a-Request) please review [Keeping API Keys Safe](#section/Getting-Started/Keeping-API-Keys-Safe) for an overview on securely storing your API keys. <br /> If you are having issues creating API keys you can submit a [Support](#section/API-Overview/Support) request for assistance. ## Keeping API Keys Safe Based on their permissions, API keys could have full access to your account’s Propertyware data. It’s important that you only grant access to trusted applications, securely record secrets, and consider a password manager to stay organized. ### Recommended Practices - Avoid hard-coding client IDs and secrets inside source files. - Avoid storing client IDs and secrets in any files that may be committed to source control, particularly cloud-based source control platforms. - Apply restrictions to client IDs and secrets shared with your staff. You can restrict a key to particular Propertyware entities or to read-only access (GET resources only). - Avoid sharing client IDs and secrets across public, insecure platforms. - Establish a process to regularly recreate your client IDs and secrets from your Propertyware account. <br /> <br /> ## How to Make a Request You’ve done a great job setting up your account, Now, we’ll walk you through how to access your data. It’s very straightforward and should only take a few minutes! > **Tip:** Looking for the right HTTP client? If you’re just getting started, we recommend Postman. ### Let's Get Started! #### Step 1: Get Your API Key If you haven't yet done so, obtain your API key client ID and secret from your Propertyware account. Your API key is how the Propertyware API authenticates requests and ensures only you can access your data. #### Step 2: Install a HTTP client The Propertyware API supports any standard HTTP client. If you're looking for a user-friendly HTTP client application, we recommend [Postman](https://www.postman.com/product/api-client) – it allows you to access the Propertyware API without writing code. We’ll use Postman for our example below to demonstrate sending an API request. #### Step 3: Make a Sample Request Let's dive in and make a simple request to get all the [Buildings](#operation/getBuildingsUsingGET) in your account. This will confirm your connectivity to our platform and validate the keys you created on our website. Simply follow the instructions below. 1. Open the Postman application. 2. Open the *verb* menu and select **GET**. 3. Enter the request endpoint in the field next to GET. - Here’s the endpoint to get all buildings: https://api.propertyware.com/pw/api/rest/v1/buildings. 4. To authenticate the request, enter your `client ID`, your `secret` and your `organization iD` respectively in these request headers: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` _(organization id)_ The organization id uniquely identifies your Propertyware account and is an additional measure to enforce proper access to the correct data. ___Your client id and secret pair will only work with the organization it belongs to___. Your full request should look similar to the image below. <kbd><img src=\"request_example.png\" /></kbd> 5. Review the parameters of your request on last time. Once finished, click **Send**. 6. If successful, you should see a JSON response and a `200` HTTP status code. Congratulations! You've connected to the Propertyware API. You now have the knowledge required to make requests for any of our resources. If you've received an error response please review the JSON response message for a description of how to resolve the issue. You can also see more information about HTTP status codes in the [Response Codes](#section/API-Overview/Response-Codes) section. If you are still having trouble making a request after reviewing these sections please submit a [Support](#section/API-Overview/Support) request. # API Overview The Propertyware API is built upon standard REST conventions. It's designed to use consistent resource-oriented URLs, accept and return JSON-encoded messages, and use standard HTTP status codes and verbs. ## Base URL The base URL for production environment API requests is: `https://api.propertyware.com/pw/api/v1/rest` In order to ensure all requests and responses are secure between the API consumer and Propertyware servers, requests must be made using the `https` protocol. Any requests not made with the `https` protocol will be refused by the Propertyware API platform. > **Note:** URL paths are case-sensitive to stay consistent with common REST standards. If your request doesn’t align with the documented URL path, you’ll receive a `404` response code reminding you of this constraint. ## API Versioning The Propertyware API is version controlled. Versioning ensures backwards-incompatible changes to the API don’t impact any existing integrations. Propertyware uses only a major version nomenclature to manage changes. The current version of the Propertyware API is version 1. By specifying a version in the resource request URL, you'll get expected responses regardless of future changes to the API. Here's an example of calling version 1 of the retrieve all leases resource: `https://api.propertyware.com/pw/api/rest/v1/leases` Any request submitted without the version in the URL path will result in a `404` error response code. ### Releasing Changes to the API The Propertyware API will continue to evolve to ensure it meets the needs of our customers. Changes will be defined as either backwards-compatible or backwards-incompatible. We’ll provide advance notice for all API releases–regardless of the type of modifications being made. #### Backward-compatible Changes Backward-compatible changes are modifications to the API that shouldn't impact existing integrations. They'll apply to the current version of the API. Simply put: you won’t need to change the version to consume new changes like these. It's important as you develop against the Propertyware API that you ensure these types of changes don't impact your integration. Here's are examples of backward-compatible modifications. * Adding new API resources and/or endpoints. * Adding new optional request parameters to existing API methods. * Adding new properties to existing API responses and non-required properties for request messages. * Changing property order in existing API responses. All backward-compatible changes to the API will be documented in the [Changelog](#section/Changelog). #### Backwards-incompatible Changes When backwards-incompatible changes to the API occur, a new version of the API will be released. You’ll need to update the URL path to consume resources under the new API version. Backwards-incompatible changes include: * Removing a property from a request and/or response message. * Changing the name of a property in a message. * Adding a required parameter to a request message. * Changing existing enumeration values. New versions of the API will have full reference documentation and an upgrade guide. ## Authentication The Propertyware API uses API key’s client IDs and secrets to authenticate requests. An organization ID, an API key client ID and secret must be passed in every request header using the following parameters: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` Failing to provide both of them in the request header will cause the API to return a `401` HTTP status code. <!-- ## Rate Limiting (FUTURE) Rate limits help us ensure consistent and reliable performance for all users, even during peak loads. That’s why we limit clients to **10 concurrent requests per second**. If your request rate violates that limit, a response code of `429` is returned. Simply retry the request after a short interval (~200ms). --> ## Bulk Request Options All top-level API resources support bulk fetches. For instance, you can retrieve all [Portfolios](#operation/getPortfoliosUsingGET). These resources also allow for filtering criteria. Each resource has descriptions of the filter criteria available. In addition to filtering, our API gives you the ability to control the returned data’s pagination and the sort order. ### Pagination Endpoints that return result sets allow for pagination using `limit` and `offset` request parameters to reduce the amount of data returned. The `limit` request parameter will cap the number of results that come back in the response. If you don't specify a `limit` value, a **default of 100 results** are returned. The maximum `limit` value is 500. If a `limit` value is specified greater than 500, it will be overridden to the default to 500. The `offset` request parameter indicates the record position within the resultset to start at when returning the results. The `offset` is zero-based and is inclusive. If no `offset` value is submitted it will default to 0. The total resultset count is returned in the HTTP Header `X-Total-Count` #### Pagination Example As an example, let's say we make a request to retrieve all rental properties with no paging parameters. Our response indicates in the `X-Total-Count` header that there are 150 total rental properties. We want to get only the last 50 results so we would submit a request with the `offset` set to 100 and the `limit` set to 50. > **Note:** The `limit` and `offset` parameter names are case-sensitive. If they aren't formatted correctly, the API will return a `404` HTTP status code. ### Sorting Results You can specify the sort order of returned data by assigning properties from the returned object to the `orderby` parameter in the querystring. For example: ``` orderby=name ``` By default, the sort is performed in ascending order. To specify sort order, use \"asc\" for ascending or \"desc\" for descending. For example: ``` orderby=name desc ``` Additionally, you can sort by multiple properties by comma separating the properties. For example: ``` orderby=abbreviation asc,name desc ``` > **Note:** While the `orderby` parameter is case-sensitive, the properties specified in the `orderby` value aren't. ## Response Codes The Propertyware API supports standard HTTP status codes. |Response Code |Description | |--|--| |200 OK | Everything worked as expected. | |400 Bad Request | The request was unacceptable, often due to missing a required parameter.| |401 Unauthorized|The API client ID and secret weren’t provided or they’re no longer valid. Be sure that the client ID and secret combination are correct and they are still active.| |403 Forbidden|The API key doesn't have permission to perform the request. This could be due to authorization for the given endpoint or an inability to access given entities within the platform (e.g. properties). |404 Not Found|The requested resource doesn't exist.| |415 Unsupported Media Type |Ensure you have the appropriate content-type header value set on your request. Each resource is documented with media type(s) that are accepted.| |429 Too Many Requests |Too many requests against the API too quickly. We recommend an exponential backoff of your requests.| |500 and above - Server Errors|Something went wrong on Propertyware's end. Review the JSON response message for more details about the error.| ## API Date Format * For all request and response date fields allowing ISO date format: YYYY-MM-DD (e.g.2019-08-24). * For all request and response dateAndTime fields format is allowing: YYYY-MM-dd'T'HH:mm:ssXXX (e.g.2022-06-28T08:47:13Z). ## Support If you are unable to resolve your issue after reviewing the API documentation our support team can assist you. # Changelog ### 2023-07-11 * Delete a document ### 2023-07-11 * Retrieve all documents * Retrieve a document * Download a document ### 2023-06-10 * Lease contacts are included in Retrieve all leases API response * Lease contacts are included in Retrieve a lease API response ### 2023-04-24 * Bulk Insertion: Prospects * Bulk Insertion: Bill Payments ### 2023-04-11 * Bulk Insertion: Portfolios * Bulk Insertion: Buildings * Bulk Insertion: Units ### 2023-03-19 * Bulk insertion: contacts ### 2023-03-08 * Bulk insertion: bills ### 2023-01-24 * Custom fields in \"Get all\" endpoints * Prospect creation * Bill removals ### 2022-10-25 * API Read operations for non-financial data ### 2022-09-21 * API Read operations available
4
+ #<script type=\"text/javascript\" src=\"https://buildium.atlassian.net/s/d41d8cd98f00b204e9800998ecf8427e-T/-raa8on/b/8/c95134bc67d3a521bb3f4331beb9b804/_/download/batch/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector/com.atlassian.jira.collector.plugin.jira-issue-collector-plugin:issuecollector.js?locale=en-US&collectorId=e43cd15d\"></script> # Introduction Welcome to Propertyware’s API—a powerful, RESTful programming interface that lets you leverage valuable Propertyware data. ## Account Configuration Before you can use Propertyware’s API, you’ll need to make some tweaks to your account settings. <br /> ### Enabling the API In order to start creating your keys and making requests, you’ll need to enable the API. > **Tip:** You’ll need an administrator user role with access to ***Administration Setup > API Keys*** to set things up properly. **Let's Begin!** 1. Sign in to your [Propertyware](https://app.propertyware.com/pw/login.jsp) account from your browser. 2. Open the ***Setup*** page 3. On the left navigation bar, expand ***Administration Setup*** and then click ***API Keys***. If you are having issues accessing the API keys page within your account you can submit a [Support](#section/API-Overview/Support) request for assistance. ## API Keys Account-level API keys authenticate every request and keep things secure. API keys have two components: a “client ID” and a “secret”. * **Client IDs** are similar to usernames. They’re used to identify your Propertyware API key and are safe to share. * **Secrets** are similar to passwords. They must be kept confidential. Whenever you make a request, you’ll need the API key’s client ID and secret. If you forget it, make a mistake, or try to use information that’s linked to a deleted key, the API will return a `401` response code. > **Tip:** We compiled a list of best practices that detail how securely store API keys. [Give it a read](#section/Getting-Started/Keeping-API-Keys-Safe)! ## Creating API Keys Now that the Open API is enabled, you’ll be able to create API keys. You’re almost there! **How to create an API key** 1. On the API Keys page, click ***Create API Key***. A modal will appear. <p> <img src=\"APIKey_Page.JPG\"/> </p> <p> <img src=\"APIKey_New.JPG\"/> </p> 2. Enter a clear, memorable name and description for your API key. It’ll make it easier to locate the right key when you make a request. 3. Now, choose which pieces of Propertyware data you want this API key to have access to by selecting the corresponding radio buttons. Once finished, click **GENERATE KEY**. 4. You have successfully created an API key! The client id and secret associated to this key will be presented. <p> <img src=\"APIKey_Generate.JPG\"/> </p> > **Important:** This is your only chance to record the secret. Make sure it’s stored somewhere secure! If it’s forgotten, you’ll need to delete this key and start from scratch. You have now successfully created an API key and have everything you need to send requests to the Propertyware API! Before moving on to [making your first request](#section/Getting-Started/How-to-Make-a-Request) please review [Keeping API Keys Safe](#section/Getting-Started/Keeping-API-Keys-Safe) for an overview on securely storing your API keys. <br /> If you are having issues creating API keys you can submit a [Support](#section/API-Overview/Support) request for assistance. ## Keeping API Keys Safe Based on their permissions, API keys could have full access to your account’s Propertyware data. It’s important that you only grant access to trusted applications, securely record secrets, and consider a password manager to stay organized. ### Recommended Practices - Avoid hard-coding client IDs and secrets inside source files. - Avoid storing client IDs and secrets in any files that may be committed to source control, particularly cloud-based source control platforms. - Apply restrictions to client IDs and secrets shared with your staff. You can restrict a key to particular Propertyware entities or to read-only access (GET resources only). - Avoid sharing client IDs and secrets across public, insecure platforms. - Establish a process to regularly recreate your client IDs and secrets from your Propertyware account. <br /> <br /> ## How to Make a Request You’ve done a great job setting up your account, Now, we’ll walk you through how to access your data. It’s very straightforward and should only take a few minutes! > **Tip:** Looking for the right HTTP client? If you’re just getting started, we recommend Postman. ### Let's Get Started! #### Step 1: Get Your API Key If you haven't yet done so, obtain your API key client ID and secret from your Propertyware account. Your API key is how the Propertyware API authenticates requests and ensures only you can access your data. #### Step 2: Install a HTTP client The Propertyware API supports any standard HTTP client. If you're looking for a user-friendly HTTP client application, we recommend [Postman](https://www.postman.com/product/api-client) – it allows you to access the Propertyware API without writing code. We’ll use Postman for our example below to demonstrate sending an API request. #### Step 3: Make a Sample Request Let's dive in and make a simple request to get all the [Buildings](#operation/getBuildingsUsingGET) in your account. This will confirm your connectivity to our platform and validate the keys you created on our website. Simply follow the instructions below. 1. Open the Postman application. 2. Open the *verb* menu and select **GET**. 3. Enter the request endpoint in the field next to GET. - Here’s the endpoint to get all buildings: https://api.propertyware.com/pw/api/rest/v1/buildings. 4. To authenticate the request, enter your `client ID`, your `secret` and your `organization iD` respectively in these request headers: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` _(organization id)_ The organization id uniquely identifies your Propertyware account and is an additional measure to enforce proper access to the correct data. ___Your client id and secret pair will only work with the organization it belongs to___. Your full request should look similar to the image below. <kbd><img src=\"request_example.png\" /></kbd> 5. Review the parameters of your request on last time. Once finished, click **Send**. 6. If successful, you should see a JSON response and a `200` HTTP status code. Congratulations! You've connected to the Propertyware API. You now have the knowledge required to make requests for any of our resources. If you've received an error response please review the JSON response message for a description of how to resolve the issue. You can also see more information about HTTP status codes in the [Response Codes](#section/API-Overview/Response-Codes) section. If you are still having trouble making a request after reviewing these sections please submit a [Support](#section/API-Overview/Support) request. # API Overview The Propertyware API is built upon standard REST conventions. It's designed to use consistent resource-oriented URLs, accept and return JSON-encoded messages, and use standard HTTP status codes and verbs. ## Base URL The base URL for production environment API requests is: `https://api.propertyware.com/pw/api/v1/rest` In order to ensure all requests and responses are secure between the API consumer and Propertyware servers, requests must be made using the `https` protocol. Any requests not made with the `https` protocol will be refused by the Propertyware API platform. > **Note:** URL paths are case-sensitive to stay consistent with common REST standards. If your request doesn’t align with the documented URL path, you’ll receive a `404` response code reminding you of this constraint. ## API Versioning The Propertyware API is version controlled. Versioning ensures backwards-incompatible changes to the API don’t impact any existing integrations. Propertyware uses only a major version nomenclature to manage changes. The current version of the Propertyware API is version 1. By specifying a version in the resource request URL, you'll get expected responses regardless of future changes to the API. Here's an example of calling version 1 of the retrieve all leases resource: `https://api.propertyware.com/pw/api/rest/v1/leases` Any request submitted without the version in the URL path will result in a `404` error response code. ### Releasing Changes to the API The Propertyware API will continue to evolve to ensure it meets the needs of our customers. Changes will be defined as either backwards-compatible or backwards-incompatible. We’ll provide advance notice for all API releases–regardless of the type of modifications being made. #### Backward-compatible Changes Backward-compatible changes are modifications to the API that shouldn't impact existing integrations. They'll apply to the current version of the API. Simply put: you won’t need to change the version to consume new changes like these. It's important as you develop against the Propertyware API that you ensure these types of changes don't impact your integration. Here's are examples of backward-compatible modifications. * Adding new API resources and/or endpoints. * Adding new optional request parameters to existing API methods. * Adding new properties to existing API responses and non-required properties for request messages. * Changing property order in existing API responses. All backward-compatible changes to the API will be documented in the [Changelog](#section/Changelog). #### Backwards-incompatible Changes When backwards-incompatible changes to the API occur, a new version of the API will be released. You’ll need to update the URL path to consume resources under the new API version. Backwards-incompatible changes include: * Removing a property from a request and/or response message. * Changing the name of a property in a message. * Adding a required parameter to a request message. * Changing existing enumeration values. New versions of the API will have full reference documentation and an upgrade guide. ## Authentication The Propertyware API uses API key’s client IDs and secrets to authenticate requests. An organization ID, an API key client ID and secret must be passed in every request header using the following parameters: - `x-propertyware-client-id` - `x-propertyware-client-secret` - `x-propertyware-system-id` Failing to provide both of them in the request header will cause the API to return a `401` HTTP status code. <!-- ## Rate Limiting (FUTURE) Rate limits help us ensure consistent and reliable performance for all users, even during peak loads. That’s why we limit clients to **10 concurrent requests per second**. If your request rate violates that limit, a response code of `429` is returned. Simply retry the request after a short interval (~200ms). --> ## Bulk Request Options All top-level API resources support bulk fetches. For instance, you can retrieve all [Portfolios](#operation/getPortfoliosUsingGET). These resources also allow for filtering criteria. Each resource has descriptions of the filter criteria available. In addition to filtering, our API gives you the ability to control the returned data’s pagination and the sort order. ### Pagination Endpoints that return result sets allow for pagination using `limit` and `offset` request parameters to reduce the amount of data returned. The `limit` request parameter will cap the number of results that come back in the response. If you don't specify a `limit` value, a **default of 100 results** are returned. The maximum `limit` value is 500. If a `limit` value is specified greater than 500, it will be overridden to the default to 500. The `offset` request parameter indicates the record position within the resultset to start at when returning the results. The `offset` is zero-based and is inclusive. If no `offset` value is submitted it will default to 0. The total resultset count is returned in the HTTP Header `X-Total-Count` #### Pagination Example As an example, let's say we make a request to retrieve all rental properties with no paging parameters. Our response indicates in the `X-Total-Count` header that there are 150 total rental properties. We want to get only the last 50 results so we would submit a request with the `offset` set to 100 and the `limit` set to 50. > **Note:** The `limit` and `offset` parameter names are case-sensitive. If they aren't formatted correctly, the API will return a `404` HTTP status code. ### Sorting Results You can specify the sort order of returned data by assigning properties from the returned object to the `orderby` parameter in the querystring. For example: ``` orderby=name ``` By default, the sort is performed in ascending order. To specify sort order, use \"asc\" for ascending or \"desc\" for descending. For example: ``` orderby=name desc ``` Additionally, you can sort by multiple properties by comma separating the properties. For example: ``` orderby=abbreviation asc,name desc ``` > **Note:** While the `orderby` parameter is case-sensitive, the properties specified in the `orderby` value aren't. ## Response Codes The Propertyware API supports standard HTTP status codes. |Response Code |Description | |--|--| |200 OK | Everything worked as expected. | |400 Bad Request | The request was unacceptable, often due to missing a required parameter.| |401 Unauthorized|The API client ID and secret weren’t provided or they’re no longer valid. Be sure that the client ID and secret combination are correct and they are still active.| |403 Forbidden|The API key doesn't have permission to perform the request. This could be due to authorization for the given endpoint or an inability to access given entities within the platform (e.g. properties). |404 Not Found|The requested resource doesn't exist.| |415 Unsupported Media Type |Ensure you have the appropriate content-type header value set on your request. Each resource is documented with media type(s) that are accepted.| |429 Too Many Requests |Too many requests against the API too quickly. We recommend an exponential backoff of your requests.| |500 and above - Server Errors|Something went wrong on Propertyware's end. Review the JSON response message for more details about the error.| ## API Date Format * For all request and response date fields allowing ISO date format: YYYY-MM-DD (e.g.2019-08-24). * For all request and response dateAndTime fields format is allowing: YYYY-MM-dd'T'HH:mm:ssXXX (e.g.2022-06-28T08:47:13Z). ## Support If you are unable to resolve your issue after reviewing the API documentation our support team can assist you. # Changelog ### 2023-08-28 * Update a document ### 2023-07-11 * Delete a document ### 2023-07-11 * Retrieve all documents * Retrieve a document * Download a document ### 2023-06-10 * Lease contacts are included in Retrieve all leases API response * Lease contacts are included in Retrieve a lease API response ### 2023-04-24 * Bulk Insertion: Prospects * Bulk Insertion: Bill Payments ### 2023-04-11 * Bulk Insertion: Portfolios * Bulk Insertion: Buildings * Bulk Insertion: Units ### 2023-03-19 * Bulk insertion: contacts ### 2023-03-08 * Bulk insertion: bills ### 2023-01-24 * Custom fields in \"Get all\" endpoints * Prospect creation * Bill removals ### 2022-10-25 * API Read operations for non-financial data ### 2022-09-21 * API Read operations available
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  The version of the OpenAPI document: 1.0
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  Contact: support@propertyware.com