2023 Feature Releases:
May 10
There are no new API features or bug fixes this week.
April 26
There are no new API features or bug fixes this week.
April 12
There are no new API features or bug fixes this week.
March 29
Improvements to existing functionality:
Improvements
Updating the GCI Percent via API Now Adjusts the GCI Amount Field Accordingly
Now when you update the gci_pct value via the API, the gross_commission_amount value is automatically adjusted.
--Try it yourself--
Create a new transaction in Sisu then use Postman to send request to PUT -> /api/v1/client/edit-client/<int:client_id> with the following payload:
{
"email": "[email protected]",
"first_name": "DEV-7513-updated",
"last_name": "test",
"client_id": 3540743, # change the client ID to something you use
"gci_pct": 50, # 50% of trans_amt
"trans_amt": 1000 #you must include the transaction amount in the request
}
Go to the transaction in Sisu and you should see that the GCI field is 50% of the Transaction Amount, which is 500 in this case.
We've Added Documentation to the "Create Transaction" Endpoint
In our API endpoint documentation, we've added the "appt_set_dt" string to the Create Transaction endpoint.
--API Endpoints--
To see our list of API endpoints, click here. If the link takes you to docs.sisu.co but doesn't take you to the endpoints, just click the link again.
We're Tracking Changes Made to Custom Fields Via the API
We're now tracking all changes made to custom fields via the API. These changes are now visible in the Transaction History of each transaction.
--How do I get to the Transaction History?--
1. Go to Transactions > Transactions, and click on a transaction to open it.
2. In the menu on the left, click "History."
March 15
Bug Fixes
Internal Employee Note: Each bug fix in this section includes relevant ticket numbers so you can reference an original ticket if you need to.
Previously, the API was only recognizing state abbreviations that were in all caps (e.g., CA or WA). If a state abbreviation came over with lowercases (e.g., Ca or Wa), the "State" field in the Sisu forms would remain blank. We've fixed this moving forward so that the API will recognize state abbreviations regardless of capitalization. We will also be fixing past transactions that have been affected by this. (7539)
The API was not looking for a default TC nor setting it when new transactions were coming in from other systems. We've fixed the API so that it will honor the default TC that has been set up and add that TC to new transactions that come through the API. (7424)
March 1
Improvements to existing functionality:
For a list of bug fixes, click here.
Improvements
We've Added Documentation for Activity Endpoints
We were missing documentation for several Activity endpoints:
/api/v1/agent/activity/<int:agent_id>
/api/v1/agent/addto-activity/<int:agent_id>
That includes GET/PUT/POST for
/api/v1/agent/activity/<int:agent_id>/<int:market_id>
and
/api/v1/agent/addto-activity/<int:agent_id>/<int:market_id>
which are the same endpoints but with market_id added.
--Documentation Location--
Go to docs.sisu.co/reference to see our list of endpoints. The list of Activity endpoints is at the top.
Bug Fixes
Internal Employee Note: Each bug fix in this section includes relevant ticket numbers so you can reference an original ticket if you need to.
We fixed a bug that was causing teams to see duplicate lead sources due to the integration. This was mainly affecting teams who were integrating with Sisu using RealSync. We've worked with RealSync to make sure this no longer happens. (7293)
February 15
There are no new API features or bug fixes this week.
February 1
New Feature: New API Endpoints for Seeing and Setting Goals
We've added the ability to do the following via API:
Set goals for a specific year and month
See goals for a specific year and month
Here are the 4 new API endpoints for goals:
Create or Update Agent Goals
Create or Update Team Goals
Get Agent Goals
Get Team Goals
January 18
There are no new API features or bug fixes this week.
January 5
There are no new API features or bug fixes this week.