Back

Step by Step Guide to Building a DocSend API Integration in Python

Aug 16, 20245 minute read

Introduction

Hey there, fellow developer! Ready to supercharge your document management with DocSend's API? You're in the right place. This guide will walk you through creating a slick Python integration that'll have you managing and tracking documents like a pro in no time.

Prerequisites

Before we dive in, make sure you've got:

  • A Python environment (3.6+ recommended)
  • A DocSend account with API access
  • Your favorite code editor

Got all that? Great! Let's get cracking.

Setting up the project

First things first, let's set up our project:

mkdir docsend-integration cd docsend-integration python -m venv venv source venv/bin/activate # On Windows, use `venv\Scripts\activate` pip install requests

Authentication

Alright, time to get cozy with the DocSend API. Head over to your DocSend account settings and grab your API key. We'll use this to authenticate our requests:

import requests API_KEY = 'your_api_key_here' BASE_URL = 'https://api.docsend.com/v1/' headers = { 'Authorization': f'Bearer {API_KEY}', 'Content-Type': 'application/json' }

Basic API Requests

Let's start with something simple - fetching info about a document:

def get_document(document_id): response = requests.get(f'{BASE_URL}documents/{document_id}', headers=headers) return response.json() # Usage doc_info = get_document('abc123') print(doc_info)

Easy peasy, right?

Uploading Documents

Now for the fun part - uploading documents:

def upload_document(file_path, name): with open(file_path, 'rb') as file: files = {'file': (name, file)} response = requests.post(f'{BASE_URL}documents', headers=headers, files=files) return response.json() # Usage new_doc = upload_document('/path/to/file.pdf', 'Awesome Presentation') print(new_doc)

Boom! Your document is now in DocSend.

Managing Document Access

Let's set up some access controls:

def create_link(document_id, settings): data = {'link': settings} response = requests.post(f'{BASE_URL}documents/{document_id}/links', headers=headers, json=data) return response.json() # Usage link = create_link('abc123', {'expiration_date': '2023-12-31', 'is_password_protected': True}) print(link)

Tracking Document Analytics

Time to get some insights:

def get_analytics(document_id): response = requests.get(f'{BASE_URL}documents/{document_id}/views', headers=headers) return response.json() # Usage views = get_analytics('abc123') print(views)

Error Handling and Best Practices

Always be prepared for things to go sideways:

def safe_request(method, url, **kwargs): try: response = requests.request(method, url, **kwargs) response.raise_for_status() return response.json() except requests.exceptions.RequestException as e: print(f"Oops! An error occurred: {e}") return None # Usage safe_request('GET', f'{BASE_URL}documents/abc123', headers=headers)

And don't forget about rate limits! DocSend's pretty generous, but it's always good to be mindful.

Advanced Features

Feeling adventurous? Try setting up webhooks or tackling bulk operations. The DocSend API has plenty of cool features to explore!

Testing the Integration

Before you ship it, make sure to test thoroughly:

import unittest class TestDocSendIntegration(unittest.TestCase): def test_get_document(self): doc = get_document('known_document_id') self.assertIsNotNone(doc) self.assertEqual(doc['id'], 'known_document_id') # Add more tests as needed

Conclusion

And there you have it! You've just built a solid DocSend API integration in Python. From here, you can expand on this foundation to create some truly awesome document management tools. Remember, the API docs are your friend if you want to dive deeper.

Happy coding, and may your documents always be secure and trackable!