This document outlines and describes the services available through the Centerbase Web API. Let's start by saying that the API is implemented as a REST web service that uses JSON as its data interchange format. REST is a web service model that sends and receives information through HTTP without building the SOAP envelope used by traditional web services. This streamlines the amount of data sent and received, making the communication process very efficient.

Endpoints

Calls to the REST API are done through various endpoint methods. All of the URLs will start the same:

https://YourFirmName.centerbase.com/mobile/api.svc/json/

Below are the currently supported Endpoints in our API. We are in development of new Endpoints, and you might see them if you pull additional API information, but those are not supported and require a different form of validation that we have not released as of yet.

Core Endpoints

Login

Log into the API using a username/password. Returns a session ID required by all other Endpoints.

Read Information

Item Exists

Returns a list of items of a particular type (matters, contacts, billing entries, notes, custom items, etc.) including any requested fields. Can be used to either pull all items of that type or be filtered.

Add/Update Information

Create Item

Creates a new item in Centerbase and set its initial field values.

Create Note

Specialized method to create a note.

Create Activity

Specialized method to create an appointment or task.

Update Item

Update an existing item.