Back

Step by Step Guide to Building a Housecall Pro API Integration in C#

Aug 14, 20246 minute read

Introduction

Hey there, fellow developer! Ready to dive into the world of Housecall Pro API integration? You're in for a treat. This guide will walk you through building a robust integration using C#. Housecall Pro's API is a powerful tool that'll let you tap into their platform, giving your application access to customer data, job management, invoicing, and more. Let's get cracking!

Prerequisites

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

  • Visual Studio or your favorite C# IDE
  • .NET Core SDK (latest version)
  • Housecall Pro API credentials (if you don't have these, head over to their developer portal and sign up)

Got all that? Great! Let's move on.

Setting up the project

First things first, let's create a new C# project. Fire up Visual Studio, create a new .NET Core Console Application, and give it a snazzy name.

Now, let's grab some NuGet packages we'll need:

Install-Package Newtonsoft.Json
Install-Package RestSharp

These will make our lives easier when dealing with JSON and making HTTP requests.

Authentication

Housecall Pro uses OAuth 2.0 for authentication. Here's a quick implementation:

public async Task<string> GetAccessToken(string clientId, string clientSecret, string code) { var client = new RestClient("https://api.housecallpro.com/oauth/token"); var request = new RestRequest(Method.POST); request.AddParameter("grant_type", "authorization_code"); request.AddParameter("client_id", clientId); request.AddParameter("client_secret", clientSecret); request.AddParameter("code", code); var response = await client.ExecuteAsync(request); var tokenResponse = JsonConvert.DeserializeObject<TokenResponse>(response.Content); return tokenResponse.AccessToken; }

Remember to store and refresh your access token as needed!

Making API requests

Let's create a base API client class:

public class HousecallProClient { private readonly string _accessToken; private readonly RestClient _client; public HousecallProClient(string accessToken) { _accessToken = accessToken; _client = new RestClient("https://api.housecallpro.com/v1/"); _client.AddDefaultHeader("Authorization", $"Bearer {_accessToken}"); } public async Task<T> Get<T>(string endpoint) { var request = new RestRequest(endpoint, Method.GET); var response = await _client.ExecuteAsync(request); return JsonConvert.DeserializeObject<T>(response.Content); } // Add Post, Put, Delete methods as needed }

This client will handle the heavy lifting for our API calls.

Implementing key endpoints

Now, let's implement some key endpoints:

public async Task<List<Customer>> GetCustomers() { return await Get<List<Customer>>("customers"); } public async Task<List<Job>> GetJobs() { return await Get<List<Job>>("jobs"); } // Implement other endpoints (invoices, payments) similarly

Data synchronization

To keep your data up-to-date, implement webhooks:

[HttpPost("webhook")] public IActionResult HandleWebhook([FromBody] WebhookPayload payload) { // Process the webhook payload // Update your local data accordingly return Ok(); }

Error handling and logging

Don't forget to implement proper error handling:

try { var customers = await GetCustomers(); } catch (Exception ex) { _logger.LogError($"Error fetching customers: {ex.Message}"); // Handle the error appropriately }

Testing the integration

Write unit tests for your methods and integration tests to ensure everything's working smoothly. Here's a quick example using xUnit:

[Fact] public async Task GetCustomers_ReturnsCustomerList() { var client = new HousecallProClient("your_access_token"); var customers = await client.GetCustomers(); Assert.NotEmpty(customers); }

Best practices and optimization

To optimize your integration:

  • Implement caching to reduce API calls
  • Use asynchronous programming throughout
  • Handle rate limiting by respecting API limits

Conclusion

And there you have it! You've just built a solid Housecall Pro API integration in C#. Remember, this is just the beginning. There's always room for improvement and expansion. Keep exploring the API documentation, stay up-to-date with changes, and don't hesitate to reach out to the Housecall Pro developer community if you need help.

Happy coding, and may your integration be ever smooth and bug-free!