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API & Integration

The API & Integration module manages API access, authentication, and external system integrations within PulseCRM.

Overview​

This module provides:

  • API access management
  • Authentication handling
  • Integration configuration
  • Gateway management
  • System connectivity

Core Components​

Key Tables​

apiKeys​

Primary table for API access:

- id: Primary key
- accountId: Associated account
- key: API key hash
- name: Key identifier
- permissions: Access permissions
- created_at: Creation timestamp
- expires_at: Expiration timestamp

gateways​

Integration gateway configuration:

- id: Primary key
- name: Gateway name
- type: Gateway type
- config: Configuration details
- status: Gateway status
- created_at: Creation timestamp

Features​

API Management​

  • Key generation
  • Permission control
  • Usage monitoring
  • Rate limiting
  • Access logging

Authentication​

  • Token management
  • Session control
  • Permission validation
  • Access control
  • Security monitoring

Integration Management​

  • Gateway configuration
  • Connection monitoring
  • Error handling
  • Data synchronization
  • Status tracking

API Endpoints​

API Key Management​

Create API Key​

POST /api/apikeys

Request body:

{
  "name": "string",
  "permissions": ["string"],
  "expiresIn": "number",
  "accountId": "string"
}

Response:

{
  "id": "string",
  "key": "string",
  "name": "string",
  "permissions": ["string"],
  "created": "string",
  "expires": "string"
}

List API Keys​

GET /api/apikeys

Query Parameters:

  • accountId: Filter by account
  • status: Filter by status
  • type: Filter by key type

Gateway Management​

Configure Gateway​

POST /api/gateways

Request body:

{
  "name": "string",
  "type": "string",
  "config": {
    "url": "string",
    "credentials": {
      "apiKey": "string",
      "secret": "string"
    },
    "settings": {
      "timeout": "number",
      "retries": "number"
    }
  }
}

Authentication​

Token Types​

Access Token​

{
  "token": "string",
  "type": "Bearer",
  "expires_in": "number",
  "scope": ["string"]
}

API Key​

{
  "key": "string",
  "secret": "string",
  "permissions": ["string"]
}

Authentication Flow​

  1. Credential validation
  2. Token generation
  3. Permission assignment
  4. Session management
  5. Access control

Integration Types​

Payment Gateways​

  • Transaction processing
  • Settlement handling
  • Refund management
  • Chargeback handling
  • Status synchronization

External Systems​

  • CRM integration
  • Accounting systems
  • Reporting tools
  • Support systems
  • Communication platforms

Data Exchange​

  • File transfers
  • API endpoints
  • Webhooks
  • Event streams
  • Batch processing

Security​

API Security​

  • Key encryption
  • Access control
  • Rate limiting
  • IP whitelisting
  • Audit logging

Data Protection​

  • Encryption standards
  • Data validation
  • Error handling
  • Security headers
  • SSL/TLS requirements

Compliance​

  • PCI compliance
  • Data protection
  • Industry standards
  • Security protocols
  • Documentation

Best Practices​

  1. API Management

    • Key rotation
    • Permission review
    • Usage monitoring
    • Documentation
    • Version control

  2. Integration

    • Error handling
    • Retry logic
    • Monitoring
    • Logging
    • Testing

  3. Security

    • Access control
    • Data validation
    • Audit trails
    • Regular reviews
    • Update management

  4. Documentation

    • API reference
    • Integration guides
    • Security protocols
    • Best practices
    • Change logs

Monitoring & Logging​

API Monitoring​

  • Usage tracking
  • Error rates
  • Response times
  • Rate limits
  • Status codes

Integration Monitoring​

  • Connection status
  • Error tracking
  • Performance metrics
  • Data flow
  • System health

Logging​

  • Access logs
  • Error logs
  • Audit trails
  • Security events
  • Performance metrics

Rate Limiting​

Configuration​

interface RateLimitConfig {
  window: number;     // Time window in seconds
  max: number;        // Maximum requests per window
  account: {
    window: number;
    max: number;
  };
  ip: {
    window: number;
    max: number;
  };
}

Implementation​

  • Window tracking
  • Counter management
  • Response headers
  • Error handling
  • Override rules

Webhooks​

Configuration​

interface WebhookConfig {
  url: string;
  events: string[];
  secret: string;
  active: boolean;
  retryPolicy: {
    attempts: number;
    backoff: number;
  };
}

Event Types​

  • Transaction events
  • Account events
  • System events
  • Error events
  • Status changes