Reading and Writing Data Using the Keap API

Hey there, fellow JavaScript enthusiasts! Ready to dive into the world of Keap API integration? Let's roll up our sleeves and get our hands dirty with some code.

Introduction

Keap's API is a powerful tool for managing customer data, and when it comes to user-facing integrations, syncing that data efficiently is crucial. We're going to walk through the process of reading and writing data, focusing on strategies that'll keep your integration smooth and your users happy.

Authentication: Your Key to the Kingdom

First things first – we need to get authenticated. Keap uses OAuth 2.0, so let's set that up:

const axios = require('axios');

async function getAccessToken(code) {
  const response = await axios.post('https://api.infusionsoft.com/token', {
    grant_type: 'authorization_code',
    code,
    client_id: YOUR_CLIENT_ID,
    client_secret: YOUR_CLIENT_SECRET,
    redirect_uri: YOUR_REDIRECT_URI
  });
  return response.data.access_token;
}

Pro tip: Don't forget to implement token refresh to keep your access fresh!

Reading Data: Get What You Need

Fetching Contacts

Let's grab some contacts:

async function getContacts(accessToken) {
  const response = await axios.get('https://api.infusionsoft.com/crm/rest/v1/contacts', {
    headers: { Authorization: `Bearer ${accessToken}` }
  });
  return response.data.contacts;
}

Custom Fields: The Spice of Life

Custom fields can be tricky, but here's how to parse them:

function parseCustomFields(contact) {
  const customFields = {};
  contact.custom_fields.forEach(field => {
    customFields[field.id] = field.content;
  });
  return customFields;
}

Writing Data: Make Your Mark

Creating/Updating Contacts

Time to add or update a contact:

async function upsertContact(accessToken, contactData) {
  const response = await axios.put('https://api.infusionsoft.com/crm/rest/v1/contacts', contactData, {
    headers: { Authorization: `Bearer ${accessToken}` }
  });
  return response.data;
}

Handling Custom Fields

When dealing with custom fields, format them like this:

function formatCustomFields(customData) {
  return Object.entries(customData).map(([id, content]) => ({ id, content }));
}

Syncing Strategies: Stay Up to Date

Webhook Magic

Webhooks are your friend. Here's a simple Express handler:

app.post('/webhook', (req, res) => {
  const event = req.body;
  // Process the event
  console.log('Received webhook:', event);
  res.sendStatus(200);
});

Polling: The Backup Plan

Sometimes you gotta poll. Here's an efficient way:

async function pollForChanges(lastSyncTime) {
  const changes = await getChangesSince(lastSyncTime);
  if (changes.length > 0) {
    processChanges(changes);
    return Date.now();
  }
  return lastSyncTime;
}

Error Handling and Rate Limiting: Play Nice

Keap has rate limits, so let's handle them gracefully:

async function makeApiCall(fn) {
  try {
    return await fn();
  } catch (error) {
    if (error.response && error.response.status === 429) {
      const retryAfter = error.response.headers['retry-after'];
      await new Promise(resolve => setTimeout(resolve, retryAfter * 1000));
      return makeApiCall(fn);
    }
    throw error;
  }
}

Optimizing Performance: Speed It Up

Batch Operations

Whenever possible, use batch operations:

async function batchUpsertContacts(accessToken, contacts) {
  const response = await axios.post('https://api.infusionsoft.com/crm/rest/v1/contacts/batch', { contacts }, {
    headers: { Authorization: `Bearer ${accessToken}` }
  });
  return response.data;
}

Simple Caching

A little caching goes a long way:

const cache = new Map();

function getCachedData(key, fetchFn, ttl = 60000) {
  if (cache.has(key) && Date.now() - cache.get(key).timestamp < ttl) {
    return cache.get(key).data;
  }
  const data = fetchFn();
  cache.set(key, { data, timestamp: Date.now() });
  return data;
}

Wrapping Up

And there you have it! You're now equipped to read and write data like a pro using the Keap API. Remember, the key to a great integration is keeping your data in sync and your code efficient. Keep experimenting, and don't hesitate to dive into Keap's documentation for more advanced features.

Happy coding, and may your integrations be ever smooth and your data always in sync!