API – Okappy https://www.okappy.com Rethinking workforce management Mon, 02 Aug 2021 14:29:30 +0000 en-GB hourly 1 https://wordpress.org/?v=5.8 97353426 Getting your list of invoices using the Okappy API https://www.okappy.com/support-article/getting-list-invoices-using-okappy-api/ https://www.okappy.com/support-article/getting-list-invoices-using-okappy-api/#respond Sat, 31 Jul 2021 08:35:27 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=38040 See how to get your list of invoices using the Okappy API

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Getting your list of invoices using the Okappy API

Okappy is a B2B workforce management platform where you can connect to your customers, employees and subcontractors. Send and receive jobs and assign them to your employees AND subcontractors. You can also raise invoices to your customers and receive invoices from your subcontractors.

To get your list of invoices using the Okappy API, follow the instructions below.

Authentication

First you will need to get an up to date authentication token.  For further information see authenticating with Okappy.

Getting your list of invoices

Get your list of jobs using the following endpoint.

GET /invoices

Headers

Header Content
Authorize Bearer token

The token should be a string taken from the “access_token” field of a response to an authorise request.

Parameters

No parameters.

Responses

Code Description
200 Operation successful
400 Bad request
401 Unauthorised
415 Data sent in wrong format (should be JSON)

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Retrieving details of an invoice using the Okappy API https://www.okappy.com/support-article/retrieve-details-invoice-okappy-api/ https://www.okappy.com/support-article/retrieve-details-invoice-okappy-api/#respond Sat, 31 Jul 2021 08:30:53 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=38038 See how to retrieve details of an invoice using the Okappy API

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Retrieving details of an invoice using the Okappy API

Okappy is a B2B workforce management platform where you can connect to your customers, employees and subcontractors. Send and receive jobs, raise invoices for customers and receive invoices from your subcontractors.

Coming soon…

The invoices API is currently in beta. For early access please contact us.

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Raising an invoice using the Okappy API https://www.okappy.com/support-article/raise-invoice-okappy-api/ https://www.okappy.com/support-article/raise-invoice-okappy-api/#respond Sat, 31 Jul 2021 08:16:40 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=38034 Learn how to create an invoice using the Okappy API

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Raising an invoice using the Okappy API

Okappy is a B2B workforce management platform consisting of companies, employees and devices.  Companies can connect to customers, subcontractors and employees. Add jobs and then assign those jobs to an employee or subcontractor. You can also raise invoices to your customers or receive invoices from your subcontractors.

To raise an invoice using the Okappy API, follow the instructions below.

Authentication

First you will need to get an up to date authentication token.  For further information see authenticating with Okappy.

Raising an invoice

Raise an invoice using the following endpoint.

POST /invoices

Headers

Header Content
Authorize Bearer token

The token should be a string taken from the “access_token” field of a response to an authorise request.

Parameters

No parameters

Body data

The following table lists the fields that may be present in the body data:

Name Content Required
connectTo The customer ID of the invoicee Yes
customerReference No
materialsCostDescription No
labourCostDescription No
otherCostDescription No
taxDate The date of the invoice, in the format yyyy-mm-dd h:mm Yes
materialsCost No
labourCost No
otherCost No
netAmountCustomer The total net amount of the invoice Yes
invoiceType “raised” or “draft” Yes
companyName The name of the company being invoiced No
invoiceAddress The address of the invoicee No
vatAmount The VAT amount of the invoice Yes
deduction Any deduction for CIS No
invoiceItems An array of items.

See table below for item fields

No

 

Invoice items

If an array of invoice items is included in the body data, these are the fields may be included in each item.

Name Content Required
item Item name Yes
description A description of the item Yes
quantity The number of items Yes
unitPrice The net price per item Yes
discount Amount discounted (Usually CIS) No
vat VAT amount Yes
netAmount net amount Yes
vatReverse True if the item may be considered DRC No
itemCode A short code No

Response

Code Description
200 Invoice created successfully
400 Bad request
401 Unauthorised
415 Data sent in wrong format (should be JSON)

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Creating a job using the Okappy API https://www.okappy.com/support-article/creating-a-job-using-the-okappy-api/ https://www.okappy.com/support-article/creating-a-job-using-the-okappy-api/#respond Fri, 13 Nov 2020 12:24:02 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=31553 How to create a job using the Okappy API

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Creating a job using the Okappy API

Okappy is a B2B workforce management platform consisting of companies, employees and devices.  Companies can connect to customers, subcontractors and employees. Add jobs and then assign those jobs to an employee or subcontractor.

To create a job using the Okappy API, follow the instructions below

Authentication

First you will need to get an up to date authentication token.  For further information see authenticating with Okappy.

Creating a job

Add a job using the following endpoint.

POST /jobs

Headers

Header Content
Authorize Bearer token

The token should be a string taken from the “access_token” field of a response to an authorise request.

Parameters

No parameters

Body data

The following table lists the fields that may be present in the body data:

Name Content Required
CreatedBy The username of who entered the job No
Name A contact name for the job No
Address1 A primary address for the job in the format 10 Downing Street, London, WC1 No
Address2 A secondary address for the job in the format 10 Downing Street, London, WC1 No
Address3 An additional address for the job in the format 10 Downing Street, London, WC1 No
Telephone A telephone number for the job No
Mobile A mobile phone number for the job No
Phone2 An additional phone number for the job No
Priority The job’s priority No
Description The description of the job No
MediumField1 A medium field corresponding to medium field 1 in your job template No
MediumField2 A medium field corresponding to medium field 2 in your job template No
MediumField3 A medium field corresponding to medium field 3 in your job template No
MediumField4 A medium field corresponding to medium field 4 in your job template No
MediumField5 A medium field corresponding to medium field 5 in your job template No
MediumField6 A medium field corresponding to medium field 6 in your job template No
MediumField7 A medium field corresponding to medium field 7 in your job template No
MediumField8 A medium field corresponding to medium field 8 in your job template No
LargeField1 A large field corresponding to large field 1 in your job template No
LargeField2 A large field corresponding to large field 3 in your job template No
SmallField1 A small field corresponding to small field 1 in your job template No
SmallField2 A small field corresponding to small field 2 in your job template No
SmallField3 A small field corresponding to small field 3 in your job template No
SmallField4 A small field corresponding to small field 4 in your job template No
SmallField5 A small field corresponding to small field 5 in your job template No
StartDateTime Start time of the job, in the format yyyy-mm-dd h:mm No
EndDateTime Start time of the job, in the format yyyy-mm-dd h:mm No

Note: The first name, last name and company name are not required fields. However, if they are left blank, it could make it hard so see which connection is which.

Reference: For further information about setting up job templates, see https://www.okappy.com/support-article/creating-job-templates/

Response

Code Description
200 Operation successful
400 Bad request
401 Unauthorised
415 Data sent in wrong format (should be JSON)

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Getting the details for a job using the Okappy API https://www.okappy.com/support-article/getting-the-details-for-a-job-using-okappy-api/ https://www.okappy.com/support-article/getting-the-details-for-a-job-using-okappy-api/#respond Fri, 13 Nov 2020 09:58:52 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=31551 Find out how to retrieve the details of one of your jobs using the Okappy API

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Getting details of your job using the Okappy API

Okappy is a B2B workforce management platform where you can connect to your customers, employees and subcontractors.

To get the details for one of your jobs using the Okappy API, follow the instructions below

Authentication

First you will need to get an up to date authentication token. For further information see authenticating with Okappy.

Getting details of your job using the job id

Get details of your job using the following endpoint.

GET /jobs/{jobId}

Headers

Header Content
Authorize Bearer token

The token should be a string taken from the “access_token” field of a response to an authorise request.

Parameters

No parameters

Responses

Code Description
200 Operation successful
400 Bad request
401 Unauthorised
415 Data sent in wrong format (should be JSON)

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Getting your list of jobs using the Okappy API https://www.okappy.com/support-article/getting-your-list-of-jobs-using-the-okappy-api/ https://www.okappy.com/support-article/getting-your-list-of-jobs-using-the-okappy-api/#respond Fri, 13 Nov 2020 09:58:08 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=31549 Find out how to get your list of jobs using the Okappy API

The post Getting your list of jobs using the Okappy API appeared first on Okappy.

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Getting your jobs list using the Okappy API

Okappy is a B2B workforce management platform where you can connect to your customers, employees and subcontractors. Send and receive jobs and assign them to your employees AND subcontractors.

To get your list of jobs using the Okappy API, follow the instructions below

Authentication

First you will need to get an up to date authentication token.  For further information see authenticating with Okappy.

Getting your list of jobs

Get your list of jobs using the following endpoint.

GET /jobs

Headers

Header Content
Authorize Bearer token

The token should be a string taken from the “access_token” field of a response to an authorise request.

Parameters

Parameter Description
limit The number of jobs to return
offset The row number to start from

For example sending a limit of 10 with an offset of 5 will return 10 jobs starting from the 5th job.

Responses

Code Description
200 Operation successful
400 Bad request
401 Unauthorised
415 Data sent in wrong format (should be JSON)

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Using the API sandbox https://www.okappy.com/support-article/using-the-api-sandbox/ https://www.okappy.com/support-article/using-the-api-sandbox/#respond Thu, 02 Jul 2020 06:06:03 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=29510 See how to use the API sandbox without affecting your live data

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Using the API sandbox

When you’re getting started with the API, you can first check your implementation using the Okappy sandbox.

Any changes you make via the API won’t affect your live account.

To turn the sandbox on or off,

  1. Click your Profile icon and then System settings
  2. Choose Company settings
  3. Click Integration settings

okappy api sandbox

Check the Use sandbox checkbox to turn sandbox on.

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Using the Okappy API https://www.okappy.com/support-article/using-the-okappy-api/ https://www.okappy.com/support-article/using-the-okappy-api/#respond Mon, 22 Jun 2020 05:55:41 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=29338 See how to use the Okappy API to access Okappy, request information and create information

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Using the Okappy API

Okappy is a B2B workforce management platform where you can connect to your customers, employees and subcontractors. Send and receive jobs and see the status of those jobs as they’re updated by your employee or subcontractor.

You can also raise invoice for your customers and receive invoices from your subcontractors.

The base url for connecting to the Okappy API is

https://api.okappy.com/rest/v2

Select from the options on the left to find out more about using the Okappy API v2 (beta)

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Creating a connection using the Okappy API https://www.okappy.com/support-article/creating-a-connection-using-the-okappy-api/ https://www.okappy.com/support-article/creating-a-connection-using-the-okappy-api/#respond Mon, 22 Jun 2020 05:53:17 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=29335 See how to create a connection using the Okappy API

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Creating a connection using the Okappy API

Okappy is a B2B market network consisting of companies, employees and devices.  Companies can connect to each other in a customer, subcontractor relationship.

Employees and devices are part of a company.

To create a connection using the Okappy API, follow the instructions below

Authentication

First you will need to get an up to date authentication token.  For further information see authenticating with Okappy.

Creating a connection

Add a connection to an account using the following endpoint.

POST /connections

Note: You can send an invite by email to your connection.

Headers

Header Content
Authorize Bearer token

The token should be a string taken from the “access_token” field of a response to an authorise request.

Parameters

No parameters

Body data

The body data of the request should contain a JSON object with the following basic structure:

{
"firstName" : "Joe",
"lastName" : "Bloggs",
"companyName" : "New company",
"email" : "joe.bloggs@newcompany.com",
"contactPhone" : "020709980000"
}

The following table lists the fields that may be present in the body data:

Name Content Required
email The email address of the connection Yes
firstName First name of a contact at the connection* No
lastName Last name of a contact at the connection* No
companyName Company name* No
address1 First line of the connection’s address No
address2 Second line of the connection’s address No
address3 Third line of the connection’s address No
Town The connection’s town No
Postcode The connection’s postcode No
Country The connection’s country No
contactPhone A telephone number for the connection No
contactMobile A mobile telephone number for the connection No

Note: The first name, last name and company name are not required fields. However, if they are left blank, it could make it hard so see which connection is which.

Responses

Code Description
200 Operation successful
400 Bad request
401 Unauthorised
415 Data sent in wrong format (should be JSON)

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Authenticating with the Okappy API https://www.okappy.com/support-article/authenticating-with-okappy/ https://www.okappy.com/support-article/authenticating-with-okappy/#respond Mon, 22 Jun 2020 05:34:48 +0000 https://www.okappy.com/?post_type=avada_portfolio&p=29332 See how to obtain an authentication token for the Okappy API

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Authenticating with Okappy

The first step in using the Okappy API is to authenticate with Okappy using the following endpoint

POST /authentication

Authentication endpoint

Headers

Header Content
Authorise Basic token

The token should be a BASIC authorisation token comprised of the word ‘BASIC’ in capitals, followed by exactly one space, then a Base64 encoded string containing the username & password separated by a colon, e.g. “username:password”.

Parameters

No parameters

Responses

Code Description
200 Operation successful
400 Bad request
401 Unauthorised

Response entity

A 200 response will contain a text/plain string, which is a JSON object with the following structure:

{
"access_token" : <access_token>,
"token_type" : "Bearer",
"expires_in" : <int_seconds>:
}

The access_token field contains a JWT which should be used as the bearer token in subsequent requests.

The exp field of the JWT payload contains an epoch expiry date, which should be used for accurate scheduling of JWT refreshment.

Refreshing bearer tokens

To refresh a breaker token use

POST /authentication/refresh

Headers

Header Content
Authorise Basic token

The token should be a string taken from the “access_token” field of a response to an authorise request.

Parameters

No parameters

Responses

Code Description
200 Operation successful
400 Bad request
401 Unauthorised

Response entity

A 200 response will contain a text/plain string, which is a JSON object with the following structure:

{
"access_token": <access_token>,
"token_type": "Bearer",
"expires_in": <int_seconds>
}

The access_token field contains a refreshed JWT which should be used as the bearer token in subsequent requests.

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