文章目錄
-
- 說明
- 通用接口
-
- 登入
- 擷取字段選項
- 擷取篩選場景
- 添加篩選場景
- 跟進
- 線索
-
- 線索新增/修改
- 線索清單
- 線索詳情
- 線索轉移
- 線索轉化為客戶
- 線索批量删除
- 線索導入
- 線索批量導出
- 線索全部導出
- 客戶
-
- 客戶新增/修改
- 客戶清單
- 客戶詳情
- 客戶批量修改成交狀态
- 客戶批量轉移
- 客戶放入公海
- 客戶批量删除
- 客戶批量鎖定/解鎖
- 客戶導入
- 客戶批量導出
- 客戶全部導出
- 聯系人
-
- 聯系人新增/修改
- 聯系人清單
- 聯系人詳情
- 聯系人批量修改成交狀态
- 聯系人批量轉移
- 聯系人批量删除
- 聯系人導入
- 聯系人批量導出
- 聯系人全部導出
- 商機
-
- 商機新增/修改
- 商機清單
- 商機詳情
- 商機批量轉移
- 商機批量删除
- 商機導入
- 商機批量導出
- 商機全部導出
- 産品
- 合同
- 回款
說明
- 接口來自悟空CRM SAAS平台(Java版11.0版本)抓包擷取，響應結果及參數有待完善，需要自行注冊SAAS免費賬戶，了解相關業務操作。
- 基本上所有接口都支援GET/POST兩種方式
- 接口授權方式為，使用使用者名密碼請求登入接口，從響應中擷取到Admin-Token，請求其他接口時将Admin-Token添加到請求頭中，格式為：Admin-Token=…
- CRM常見概念
CRM： 客戶關系管理平台，用于收集潛在客戶線索，發現商機，跟進客戶，促成成交等
線索：收集到的原始客戶資訊，待核實确認
客戶：有潛在購買需求的公司或機關
聯系人：客戶機關的聯系人
商機：客戶或潛在客戶的某次購買意願和傾向
- 線上接口位址: base_url=https://www.72crm.com
通用接口
登入
請求方法：POST/GET
接口位址：/api/login
内容類型：application/x-www-form-urlencoded
示例請求
username=***&password=***
| 參數名 | 解釋|
| — | — |
|username |使用者名 |
|password |密碼 |
示例響應
{
"code": 0,
"Admin-Token": "f16efb1b6a1c471c920760e838a37397",
"user": {
"deptName": "全公司",
"img": null,
"createTime": "2020-10-09 14:21:04",
"lastLoginTime": "2020-10-09 16:32:00",
"companyId": "1314450786960412672",
"num": null,
"sex": null,
"companyName": "臨淵",
"mobile": "18010181267",
"realname": "admin",
"parentName": null,
"post": "标準崗位",
"userId": 28510,
"parentId": null,
"lastLoginIp": "111.194.126.253",
"deptId": 28856,
"oldUserId": null,
"email": null,
"username": "18010181267",
"status": 1
},
"auth": {
...
},
"isAdmin": true,
"cardAuth": false,
"emailId": null,
"isReadNotice": 1,
"firstModel": null,
"call": 0
}
擷取字段選項
擷取表單相關字段選項，如線索來源等
請求方法：POST/GET
接口位址：/api/field/queryField
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
label=1
| 參數名 | 解釋|
| — | — |
|label |類型1.線索 2.客戶 3.聯系人 4.産品 5.商機|
示例響應
{
"code": 0,
"data": [
...
{
"fieldId": 2398372,
"formType": "select",
"authLevel": 3,
"isNull": 0,
"isUnique": 0,
"inputTips": null,
"defaultValue": "",
"label": 1,
"type": 3,
"fieldName": "線索來源",
"setting": [
"促銷",
"搜尋引擎",
"廣告",
"轉介紹",
"線上注冊",
"線上詢價",
"預約上門",
"陌拜",
"電話咨詢",
"郵件咨詢"
],
"name": "線索來源",
"options": "促銷,搜尋引擎,廣告,轉介紹,線上注冊,線上詢價,預約上門,陌拜,電話咨詢,郵件咨詢",
"value": "",
"fieldType": 2
},
...
]
}
擷取篩選場景
擷取線索/客戶/商機等清單篩選場景
請求方法：POST/GET
接口位址：/api/scene/queryScene
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
type=1
| 參數名 | 解釋|
| — | — |
|type |類型1.線索 2.客戶 3.聯系人 4.産品 5.商機|
示例響應
{
"code": 0,
"data": [
{
"isSystem": 1,
"bydata": null,
"data": "{\"is_transform\":{\"condition\":\"is\",\"name\":\"is_transform\",\"value\":0}}",
"sceneId": 434349,
"name": "全部線索",
"isDefault": 0
},
...
]
}
添加篩選場景
擷取線索/客戶/商機等清單篩選場景
請求方法：POST/GET
接口位址：/api/scene/addScene
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
type=2&isDefault=0&name=成交客戶&data={"deal_status":{"condition":"is","value":1,"formType":"dealStatus","name":"deal_status"}}
| 參數名 | 解釋|
| — | — |
|type |類型1.線索 2.客戶 3.聯系人 4.産品 5.商機|
|isDefault |是否預設場景|
|name |場景名稱|
|data |具體篩選參數|
示例響應
{
"code": 0
}
跟進
跟進線索/客戶/商機
請求方法：POST/GET
接口位址：/api/CrmLeads/addOrUpdate
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
activityType=1&activityTypeId=927662&content=跟進線索1&category=打電話&businessIds=&contactsIds=&nextTime=2020-10-16 00:00:00&isEvent=0
| 參數名 | 解釋|
| — | — |
|activityType |活動類型1.線索 2.客戶 3.聯系人 4.産品 5.商機|
|content |跟進内容|
|category |跟進類型|
|businessIds |關聯商機id|
|contactsIds |關聯聯系id|
|nextTime |下次聯系時間|
|isEvent ||
示例響應
{
"code": 0
}
線索
線索新增/修改
請求方法：POST/GET
接口位址：/api/CrmLeads/addOrUpdate
内容類型：application/json
授權方法：請求頭中攜帶Admin-Token
示例請求
{
"entity": {
"leads_name": "線索3",
"mobile": "18010181267",
"telephone": "",
"email": "",
"address": "",
"next_time": "",
"remark": ""
}
}
| 參數名 | 解釋|
| — | — |
|leadsId |線索id，包含線索id時為修改，不包含時為新增 |
|leads_name |線索名稱 |
|mobile |手機 |
|email |郵件 |
|address |位址 |
|next_time |下次聯系時間 |
|remark |備注 |
示例響應
{
"code": 0
}
線索清單
無參時傳回預設清單，支援按場景篩選和進階篩選
請求方法：POST/GET
接口位址：/api/CrmLeads/queryPageList
内容類型：application/json
授權方法：請求頭中攜帶Admin-Token
示例請求
{"page":1,"limit":15,"search":"","type":1,"sceneId":434350,"data":{"mobile":{"condition":"contains","value":"18010181267","formType":"mobile","name":"mobile"}}}
| 參數名 | 解釋|
| — | — |
|page |頁碼 |
|limit |每頁條數 |
|search |搜尋關鍵字 |
|type |類型 1.線索 2.客戶 3.聯系人 4.産品 5.商機 |
|sceneId |篩選場景id |
|data |進階篩選條件 |
示例響應
{
"code": 0,
"data": {
"totalRow": 7,
"list": [
{
"ownerUserName": "admin",
"createUserName": "admin",
"batchId": "7b1110923eab47e58b0e0bad45685553",
"remark": "",
"客戶行業": null,
"線索來源": null,
"isTransform": 0,
"leadsId": 927847,
"updateTime": "2020-10-10 11:30:52",
"nextTime": null,
"lastTime": null,
"leadsName": "線索3",
"email": null,
"客戶級别": null,
"createUserId": 28510,
"address": "",
"createTime": "2020-10-10 11:30:52",
"companyId": "1314450786960412672",
"star": 0,
"ownerUserId": 28510,
"mobile": "18010181267",
"telephone": "",
"fieldBatchId": "7b1110923eab47e58b0e0bad45685553",
"lastContent": null,
"followup": null,
"oldLeadsId": null,
"customerId": null
},
...
]
}
}
線索詳情
請求方法：POST/GET
接口位址：/api/CrmLeads/queryById
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
leadsId=927847
| 參數名 | 解釋|
| — | — |
|leadsId |線索id|
示例響應
{
"code": 0,
"data": {
"createUserId": 28510,
"address": "",
"createTime": "2020-10-10 11:30:52",
"companyId": "1314450786960412672",
"star": 0,
"ownerUserId": 28510,
"batchId": "7b1110923eab47e58b0e0bad45685553",
"mobile": "18010181267",
"telephone": "",
"remark": "",
"isTransform": 0,
"lastContent": null,
"followup": null,
"leadsId": 927847,
"updateTime": "2020-10-10 11:30:52",
"oldLeadsId": null,
"nextTime": null,
"lastTime": null,
"name": "線索3",
"ownerUserName": "admin",
"leadsName": "線索3",
"customerId": null,
"email": null
}
}
線索轉移
轉移給其他人負責
請求方法：POST/GET
接口位址：/api/CrmLeads/changeOwnerUser
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
leadsIds=927847,927846
newOwnerUserId: 28517
| 參數名 | 解釋|
| — | — |
|leadsIds |線索id,多個以英文逗号分開|
|newOwnerUserId |新負責人使用者id|
示例響應
{"code":0}
線索轉化為客戶
請求方法：POST/GET
接口位址：/api/CrmLeads/transfer
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
leadsIds=927847,927846
| 參數名 | 解釋|
| — | — |
|leadsIds |線索id,多個以英文逗号分開|
示例響應
{"code":0}
{"code": 500,"msg": "已轉化線索不能再次轉化"}
{"code":500,"msg":"客戶名稱已存在"}
線索批量删除
批量删除線索
請求方法：POST/GET
接口位址：/api/CrmLeads/deleteByIds
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
leadsIds=927847,927846
| 參數名 | 解釋|
| — | — |
|leadsIds |線索id,多個以英文逗号分開|
示例響應
{
"code": 0
}
線索導入
通過Excel批量導入線索
請求方法：POST/GET
接口位址：/api/CrmLeads/uploadExcel
内容類型：multipart/form-data
授權方法：請求頭中攜帶Admin-Token
示例請求
| 參數名 | 解釋|
| — | — |
|repeatHandling |重複處理 1.覆寫|
|ownerUserId |所屬使用者id|
|file |上傳的xls檔案|
示例響應
{
"code": 0,
"data": 191383
}
線索批量導出
批量導出線索為Excel
請求方法：POST/GET
接口位址：/api/CrmLeads/batchExportExcel
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
leadsIds=927847,927846
| 參數名 | 解釋|
| — | — |
|leadsIds |線索id,多個以英文逗号分開|
示例響應
xls二進制檔案流
線索全部導出
批量導出線索為Excel
請求方法：POST/GET
接口位址：/api/CrmLeads/allExportExcel
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
search=
| 參數名 | 解釋|
| — | — |
|search ||
示例響應
xls二進制檔案流
客戶
客戶新增/修改
請求方法：POST/GET
接口位址：/api/CrmCustomer/addOrUpdate
内容類型：application/json
授權方法：請求頭中攜帶Admin-Token
示例請求
{
"entity": {
"customer_name": "韓志超2",
"mobile": "18010181267",
"telephone": "",
"website": "",
"email": "",
"next_time": "2020-10-31 00:00:00",
"remark": "",
"address": "北京市,北京城區,東城區",
"detailAddress": "朝陽門",
"location": "",
"lng": "",
"lat": ""
}
}
| 參數名 | 解釋|
| — | — |
|customerId |客戶id，包含客戶id時為修改，不包含時為新增 |
|customer_name |客戶名稱 |
|telephone |電話 |
|email |郵件 |
|address |位址 |
|detailAddress |詳細位址 |
|next_time |下次聯系時間 |
|location |位置 |
|lng |經度 |
|lat |次元 |
|remark |備注 |
示例響應
{
"code": 0
}
客戶清單
無參時傳回預設清單，支援按場景篩選和進階篩選
請求方法：POST/GET
接口位址：/api/CrmCustomer/queryPageList
内容類型：application/json
授權方法：請求頭中攜帶Admin-Token
示例請求
{"page":1,"limit":15,"search":"","type":2,"data":{"mobile":{"condition":"contains","value":"18010181267","formType":"mobile","name":"mobile"}}}
| 參數名 | 解釋|
| — | — |
|page |頁碼 |
|limit |每頁條數 |
|search |搜尋關鍵字 |
|type |類型 1.線索 2.客戶 3.聯系人 4.産品 5.商機 |
|sceneId |篩選場景id |
|data |進階篩選條件 |
示例響應
{
"code": 0,
"data": {
"totalRow": 4,
"list": [
{
"ownerUserName": "admin",
"createUserName": "admin",
"batchId": "1acb1f8e230d435ca21b0b5b37857030",
"客戶來源": "促銷",
"contactsName": "韓志超",
"dealTime": null,
"remark": "",
"客戶行業": "",
"contactsMobile": "18010181267",
"updateTime": "2020-10-09 15:06:46",
"poolDay": 7,
"nextTime": "2020-10-16 00:00:00",
"lastTime": null,
"businessCount": 3,
"rwUserId": ",",
"email": null,
"lat": "",
"客戶級别": "A（重點客戶）",
"dealStatus": 0,
"createUserId": 28510,
"isReceive": null,
"website": "",
"address": "",
"lng": "",
"createTime": "2020-10-09 15:06:46",
"companyId": "1314450786960412672",
"star": 0,
"ownerUserId": 28510,
"roUserId": ",",
"detailAddress": "",
"mobile": "18010181267",
"receiveTime": "2020-10-09 15:06:46",
"telephone": "",
"oldCustomerId": null,
"contactsAddress": "",
"preOwnerUserId": null,
"fieldBatchId": "1acb1f8e230d435ca21b0b5b37857030",
"lastContent": null,
"followup": null,
"poolTime": null,
"isLock": 0,
"contactsId": 409447,
"location": "",
"customerName": "線索1",
"customerId": 4156588,
"status": 1
},
...
]
}
}
客戶詳情
請求方法：POST/GET
接口位址：/api/CrmCustomer/queryById
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
customerId=4156484
| 參數名 | 解釋|
| — | — |
|customerId |客戶id|
示例響應
{
"code":0,
"data":{
"batchId":"a5107b6ffa00490eb8236c63b6b074ca",
"客戶來源":"促銷",
"dealTime":null,
"remark":"",
"isPool":0,
"客戶行業":"IT",
"updateTime":"2020-10-09 14:37:54",
"nextTime":"2020-10-31 00:00:00",
"lastTime":"2020-10-09 14:37:54",
"ownerUserName":"admin",
"rwUserId":",",
"email":null,
"lat":"",
"客戶級别":"A（重點客戶）",
"dealStatus":0,
"createUserId":28510,
"isReceive":null,
"website":"",
"address":"北京市,北京城區,東城區",
"lng":"",
"createTime":"2020-10-09 14:37:54",
"companyId":"1314450786960412672",
"star":0,
"ownerUserId":28510,
"roUserId":",",
"detailAddress":"朝陽門",
"mobile":"18010181267",
"receiveTime":"2020-10-09 14:37:54",
"telephone":"",
"oldCustomerId":null,
"preOwnerUserId":null,
"lastContent":null,
"followup":null,
"poolTime":null,
"isLock":0,
"contactsId":null,
"location":"",
"customerName":"韓志超2",
"customerId":4156484,
"status":1
}
}
客戶批量修改成交狀态
轉移給其他人負責
請求方法：POST/GET
接口位址：/api/CrmCustomer/setDealStatus
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
dealStatus=1&ids=4156484
| 參數名 | 解釋|
| — | — |
|dealStatus |成交狀态 0.未成交 1.成交|
|ids |客戶id,多個以英文逗号隔開|
示例響應
{"code":0}
客戶批量轉移
請求方法：POST/GET
接口位址：/api/CrmCustomer/transfer
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
newOwnerUserId: 28517
transferType: 1
customerIds: 4156484,4156480
changeType: 1
| 參數名 | 解釋|
| — | — |
|newOwnerUserId |新使用者id|
|transferType |轉移類型|
|customerIds |客戶id,多個以逗号隔開|
|changeType |變更類型|
示例響應
{"code":0}
客戶放入公海
請求方法：POST/GET
接口位址：/api/CrmCustomer/updateCustomerByIds
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
ids: 4156484
poolId: 46155
| 參數名 | 解釋|
| — | — |
|ids |客戶id,多個以逗号隔開|
|poolId |公海id|
示例響應
{"code":0}
客戶批量删除
批量删除客戶
請求方法：POST/GET
接口位址：/api/CrmCustomer/deleteByIds
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
customerIds=4158571,4156588
| 參數名 | 解釋|
| — | — |
|customerIds |客戶id,多個以英文逗号分開|
示例響應
{
"code": 0
}
客戶批量鎖定/解鎖
請求方法：POST/GET
接口位址：/api/CrmCustomer/lock
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
status: 2
ids: 4156480
| 參數名 | 解釋|
| — | — |
|ids |客戶id,多個以英文逗号分開|
|status |狀态 1.解鎖 2.鎖定|
示例響應
{
"code": 0
}
客戶導入
通過Excel批量導入客戶
請求方法：POST/GET
接口位址：/api/CrmCustomer/uploadExcel
内容類型：multipart/form-data
授權方法：請求頭中攜帶Admin-Token
示例請求
| 參數名 | 解釋|
| — | — |
|repeatHandling |重複處理 1.覆寫|
|ownerUserId |所屬使用者id|
|file |上傳的xls檔案|
示例響應
{
"code": 0,
"data": 191383
}
客戶批量導出
批量導出客戶為Excel
請求方法：POST/GET
接口位址：/api/CrmCustomer/batchExportExcel
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
ids: 4156480
| 參數名 | 解釋|
| — | — |
|ids |客戶id,多個以英文逗号分開|
示例響應
xls二進制檔案流
客戶全部導出
批量導出客戶為Excel
請求方法：POST/GET
接口位址：/api/CrmCustomer/allExportExcel
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
search=
| 參數名 | 解釋|
| — | — |
|search |搜尋關鍵詞|
示例響應
xls二進制檔案流
聯系人
聯系人新增/修改
請求方法：POST/GET
接口位址：/api/CrmContacts/addOrUpdate
内容類型：application/json
授權方法：請求頭中攜帶Admin-Token
示例請求
{
"entity":{
"name":"寒池",
"customer_id":4156480,
"mobile":"18010181267",
"telephone":"",
"email":"",
"post":"采購經理",
"address":"",
"next_time":"",
"remark":""
}
}
| 參數名 | 解釋|
| — | — |
|contactsId |聯系人id，包含聯系人id時為修改，不包含時為新增 |
|name |聯系人名稱 |
|customer_id |客戶id |
|telephone |電話 |
|email |郵件 |
|address |位址 |
|next_time |下次聯系時間 |
|post |職位 |
|remark |備注 |
示例響應
{
"code": 0
}
聯系人清單
無參時傳回預設清單，支援按場景篩選和進階篩選
請求方法：POST/GET
接口位址：/api/CrmContacts/queryPageList
内容類型：application/json
授權方法：請求頭中攜帶Admin-Token
示例請求
{"page":1,"limit":15,"search":"","type":2,"data":{"mobile":{"condition":"contains","value":"18010181267","formType":"mobile","name":"mobile"}}}
| 參數名 | 解釋|
| — | — |
|page |頁碼 |
|limit |每頁條數 |
|search |搜尋關鍵字 |
|type |類型 1.線索 2.聯系人 3.聯系人 4.産品 5.商機 |
|sceneId |篩選場景id |
|data |進階篩選條件 |
示例響應
{
"code":0,
"data":{
"totalRow":3,
"list":[
{
"ownerUserName":"admin",
"createUserName":"admin",
"batchId":"641ddcb772bc458e8248e930bcb9535b",
"是否關鍵決策人":"是",
"remark":"",
"updateTime":"2020-10-10 14:58:48",
"nextTime":null,
"post":"采購經理",
"lastTime":null,
"email":null,
"createUserId":28510,
"address":"",
"oldContactsId":null,
"createTime":"2020-10-10 14:56:35",
"companyId":"1314450786960412672",
"star":0,
"ownerUserId":28510,
"mobile":"18010181267",
"telephone":"111",
"fieldBatchId":"641ddcb772bc458e8248e930bcb9535b",
"性别":"",
"name":"寒池",
"contactsId":409650,
"customerName":"韓志超2",
"customerId":4156480
},
...
]
}
}
聯系人詳情
請求方法：POST/GET
接口位址：/api/CrmCustomer/queryById
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
contactsId=409650
| 參數名 | 解釋|
| — | — |
|contactsId |聯系人id|
示例響應
{
"code":0,
"data":{
"createUserId":28510,
"address":"",
"oldContactsId":null,
"createTime":"2020-10-10 14:56:35",
"companyId":"1314450786960412672",
"star":0,
"ownerUserId":28510,
"batchId":"641ddcb772bc458e8248e930bcb9535b",
"是否關鍵決策人":"是",
"mobile":"18010181267",
"telephone":"111",
"remark":"",
"性别":"",
"updateTime":"2020-10-10 14:58:48",
"nextTime":null,
"post":"采購經理",
"lastTime":null,
"name":"寒池",
"contactsId":409650,
"customerName":"韓志超2",
"customerId":4156480,
"email":null
}
}
聯系人批量修改成交狀态
轉移給其他人負責
請求方法：POST/GET
接口位址：/api/CrmCustomer/setDealStatus
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
dealStatus=1&ids=4156484
| 參數名 | 解釋|
| — | — |
|dealStatus |成交狀态 0.未成交 1.成交|
|ids |聯系人id,多個以英文逗号隔開|
示例響應
{"code":0}
聯系人批量轉移
請求方法：POST/GET
接口位址：/api/CrmContacts/transfer
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
newOwnerUserId: 28517
contactsIds: 409448
| 參數名 | 解釋|
| — | — |
|newOwnerUserId |新使用者id|
|contactsIds |聯系人id,多個以逗号隔開|
示例響應
{"code":0}
聯系人批量删除
批量删除聯系人
請求方法：POST/GET
接口位址：//api/CrmContacts/deleteByIds
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
contactsIds=409650
| 參數名 | 解釋|
| — | — |
|contactsIds |聯系人id,多個以英文逗号分開|
示例響應
{
"code": 0
}
聯系人導入
通過Excel批量導入聯系人
請求方法：POST/GET
接口位址：/api/CrmContacts/uploadExcel
内容類型：multipart/form-data
授權方法：請求頭中攜帶Admin-Token
示例請求
| 參數名 | 解釋|
| — | — |
|repeatHandling |重複處理 1.覆寫|
|ownerUserId |所屬使用者id|
|file |上傳的xls檔案|
示例響應
{
"code": 0,
"data": 191383
}
聯系人批量導出
批量導出聯系人為Excel
請求方法：POST/GET
接口位址：/api/CrmContacts/batchExportExcel
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
ids: 4156480
| 參數名 | 解釋|
| — | — |
|ids |聯系人id,多個以英文逗号分開|
示例響應
xls二進制檔案流
聯系人全部導出
批量導出聯系人為Excel
請求方法：POST/GET
接口位址：/api/CrmContacts/allExportExcel
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
search=
| 參數名 | 解釋|
| — | — |
|search |搜尋關鍵詞|
示例響應
xls二進制檔案流
商機
商機新增/修改
請求方法：POST/GET
接口位址：/api/CrmBusiness/addOrUpdate
内容類型：application/json
授權方法：請求頭中攜帶Admin-Token
示例請求
{
"entity":{
"business_name":"hello",
"customer_id":4156480,
"money":"",
"deal_date":"2020-10-05 00:00:00",
"type_id":23934,
"status_id":83318,
"remark":"",
"totalPrice":0,
"discountRate":0
},
"field":[
],
"product":[
]
}
| 參數名 | 解釋|
| — | — |
|contactsId |商機id，包含商機id時為修改，不包含時為新增 |
|business_name |商機名稱 |
|customer_id |客戶id |
|money |電話 |
|deal_date |預計成交日期 |
|type_id |商機狀态組 |
|status_id |商機階段 |
|totalPrice |總價 |
|discountRate |折扣 |
|remark |備注 |
示例響應
{
"code": 0
}
商機清單
無參時傳回預設清單，支援按場景篩選和進階篩選
請求方法：POST/GET
接口位址：https://www.72crm.com/api/CrmBusiness/queryPageList
内容類型：application/json
授權方法：請求頭中攜帶Admin-Token
示例請求
{"page":1,"limit":15,"search":"","type":5}
| 參數名 | 解釋|
| — | — |
|page |頁碼 |
|limit |每頁條數 |
|search |搜尋關鍵字 |
|type |類型 1.線索 2.商機 3.商機 4.産品 5.商機 |
|sceneId |篩選場景id |
|data |進階篩選條件 |
示例響應
{
"code":0,
"data":{
"totalRow":4,
"money":{
"businessSumMoney":"60.00"
},
"list":[
{
"ownerUserName":"admin",
"typeName":"銷售流程商機組",
"createUserName":"admin",
"batchId":"26f51422baf641a080d284bbc1b7c783",
"remark":"",
"discountRate":"0.00",
"updateTime":"2020-10-10 15:47:01",
"statusId":83318,
"nextTime":null,
"rate":"20",
"lastTime":null,
"progressBar":"1/4",
"rwUserId":",",
"statusRemark":"",
"businessName":"hello",
"createUserId":28510,
"dealDate":"2020-10-05 00:00:00",
"totalPrice":"0.00",
"createTime":"2020-10-10 15:47:01",
"companyId":"1314450786960412672",
"star":0,
"ownerUserId":28510,
"typeId":23934,
"roUserId":",",
"statusName":"驗證客戶",
"isEnd":0,
"fieldBatchId":"26f51422baf641a080d284bbc1b7c783",
"money":null,
"oldBusinessId":null,
"contactsId":null,
"customerName":"韓志超2",
"customerId":4156480,
"businessId":19751,
"status":1
},
...
]
}
}
商機詳情
請求方法：POST/GET
接口位址：/api/CrmBusiness/queryById
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
businessId=19751
| 參數名 | 解釋|
| — | — |
|businessId |商機id|
示例響應
{
"code":0,
"data":{
"typeName":"銷售流程商機組",
"ownerUserName":"admin",
"createUserName":"admin",
"batchId":"26f51422baf641a080d284bbc1b7c783",
"remark":"",
"discountRate":"0.00",
"updateTime":"2020-10-10 15:47:01",
"statusId":83318,
"nextTime":null,
"lastTime":null,
"rwUserId":",",
"statusRemark":"",
"businessName":"hello",
"createUserId":28510,
"dealDate":"2020-10-05 00:00:00",
"totalPrice":"0.00",
"createTime":"2020-10-10 15:47:01",
"companyId":"1314450786960412672",
"star":0,
"ownerUserId":28510,
"typeId":23934,
"roUserId":",",
"statusName":"驗證客戶",
"isEnd":0,
"money":null,
"oldBusinessId":null,
"contactsId":null,
"customerName":"韓志超2",
"customerId":4156480,
"businessId":19751,
"status":1
}
}
商機批量轉移
請求方法：POST/GET
接口位址：/api/CrmBusiness/transfer
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
newOwnerUserId: 28517
transferType: 1
businessIds: 19751
| 參數名 | 解釋|
| — | — |
|newOwnerUserId |新使用者id|
|businessIds |商機id,多個以逗号隔開|
|transferType |轉移類型 1: 轉出|
示例響應
{"code":0}
商機批量删除
批量删除商機
請求方法：POST/GET
接口位址：/api/CrmBusiness/deleteByIds
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
businessIds=19751
| 參數名 | 解釋|
| — | — |
|businessIds |商機id,多個以英文逗号分開|
示例響應
{
"code": 0
}
商機導入
通過Excel批量導入商機
請求方法：POST/GET
接口位址：/api/CrmBusiness/uploadExcel
内容類型：multipart/form-data
授權方法：請求頭中攜帶Admin-Token
示例請求
| 參數名 | 解釋|
| — | — |
|repeatHandling |重複處理 1.覆寫|
|ownerUserId |所屬使用者id|
|file |上傳的xls檔案|
示例響應
{
"code": 0,
"data": 191383
}
商機批量導出
批量導出商機為Excel
請求方法：POST/GET
接口位址：/api/CrmBusiness/batchExportExcel
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
ids: 4156480
| 參數名 | 解釋|
| — | — |
|ids |商機id,多個以英文逗号分開|
示例響應
xls二進制檔案流
商機全部導出
批量導出商機為Excel
請求方法：POST/GET
接口位址：/api/CrmBusiness/allExportExcel
内容類型：application/x-www-form-urlencoded
授權方法：請求頭中攜帶Admin-Token
示例請求
search=
| 參數名 | 解釋|
| — | — |
|search |搜尋關鍵詞|
示例響應
xls二進制檔案流