1. Introduction to Payaca's API 0:00
Payaca's API facilitates data exchange with other applications.
Enables integration with your website for customer data submission and project generation.
2. Subscription Requirement 0:14
A growth subscription or higher is required to access the API.
3. Generating API Keys 0:24
Navigate to 'My Company' > 'Integrations' to generate API keys.
Click 'Create Key' and name it (e.g., 'demo').
Copy the secret key immediately as it is only shown once.
4. Storing API Keys Securely 1:04
Store the secret key securely in a password management system.
If lost, you will need to create a new key.
5. Sharing API Keys 1:19
When sharing with developers, provide both the client ID and secret key securely.
6. Accessing API Documentation 1:51
Access the API documentation linked in the integrations section.
Documentation includes jump links and a search box for easy navigation.
7. Understanding API Functionality 2:06
Documentation covers creating and updating customers, including required requests and responses.
Examples provided for posting new information to customer endpoints.
8. Advanced API Features 3:00
Create custom field sets for projects or customers (e.g., solar survey data).
Use API to add project notes and create proposals.
9. Encouragement for Feedback 3:33
Developers are encouraged to provide feedback on API usage and suggest additional functionalities.
10. Conclusion and Next Steps 3:55
Go to the integration section to get your API key and check out the documentation.
Good luck with your API integration!
Link to full video