How To: Post API for an Integrated Search

Posting an API enables you to do an integrated search of the application using either a Reference ID, Application(lead) ID, Servicer Loan ID, phone number or a combination of these. You need to know at least one of the above search parameters for the lead being searched.

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Step-by-Step Guide

1. Download the open source application Postman to post APIs.

2. The following API script is used to do an integrated search. The script remains constant.
   
   

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3. Log in to the application in any organization as a specific role.

4. Note down the Org ID for the organization used and the User ID for the role logged in as from the database.

5. In Postman, use the Org ID and User ID for the role in the POST URL. For example, http://qa.insellerate.com/api/integration/SearchResult?orgId=8&userId=126

6. The User ID can be found in the User Registration table under Admin panel against the name of the agent/role.

7. Enter details for the lead as search parameters in the script in Step 4.
   
   

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8. Click Send. Confirm that the:

   1. Status says 200 OK.

   2. Response below reads Data: Request successful.
      
      

       

9. Verify the Lead Search results popup is displayed on the agent's screen.
   
   

    

10. Additional information can be found at https://crm.insellerate.com/Help/Api/POST-api-integration-SearchResult_orgId_userId.

     

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