Reading and Writing Data Using the Wealthbox CRM API

Hey there, fellow JavaScript devs! Ready to dive into the world of Wealthbox CRM API? Let's get our hands dirty with some data syncing for user-facing integrations. Buckle up!

Introduction

Wealthbox CRM API is a powerful tool for managing client relationships in the financial sector. When it comes to user-facing integrations, syncing data efficiently is crucial. We'll explore how to read and write data like a pro, keeping your app in perfect harmony with Wealthbox.

Authentication

First things first: let's get you authenticated. Wealthbox uses OAuth 2.0, so you'll need to implement that flow. Here's a quick example of how to obtain an access token:

const getAccessToken = async (code) => {
  const response = await axios.post('https://api.wealthbox.com/oauth/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;
};

Don't forget to implement token refreshing to keep your access fresh!

Reading Data

Now that we're in, let's fetch some data. Here's how you might grab contacts:

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

Pro tip: Keep an eye on pagination. The API uses cursor-based pagination, so make sure you're handling that to get all your data.

Writing Data

Writing data is just as easy. Here's how you might create a new contact:

const createContact = async (accessToken, contactData) => {
  const response = await axios.post('https://api.wealthbox.com/contacts', contactData, {
    headers: { Authorization: `Bearer ${accessToken}` }
  });
  return response.data;
};

Syncing Strategies

For efficient syncing, use incremental sync with modified timestamps. It's like having a personal assistant who only tells you about what's changed. Here's a quick example:

const getUpdatedContacts = async (accessToken, lastSyncTime) => {
  const response = await axios.get(`https://api.wealthbox.com/contacts?updated_since=${lastSyncTime}`, {
    headers: { Authorization: `Bearer ${accessToken}` }
  });
  return response.data;
};

Error Handling and Rate Limiting

Always expect the unexpected! Implement robust error handling and respect those rate limits. Here's a simple retry mechanism:

const apiCallWithRetry = async (fn, maxRetries = 3) => {
  for (let i = 0; i < maxRetries; i++) {
    try {
      return await fn();
    } catch (error) {
      if (i === maxRetries - 1) throw error;
      await new Promise(resolve => setTimeout(resolve, 1000 * Math.pow(2, i)));
    }
  }
};

Optimizing Performance

Batch operations are your friend. Instead of updating contacts one by one, send them in batches. Your API (and your users) will thank you.

Real-time Updates

Want to stay on top of changes? Implement webhooks! Wealthbox can notify you instantly when data changes. It's like having a direct line to the API.

Testing and Debugging

Always test your API calls. Mock responses for predictable testing:

jest.mock('axios');

test('getContacts fetches contacts correctly', async () => {
  axios.get.mockResolvedValue({ data: [{ id: 1, name: 'John Doe' }] });
  const contacts = await getContacts('fake_token');
  expect(contacts).toEqual([{ id: 1, name: 'John Doe' }]);
});

Conclusion

There you have it! You're now equipped to sync data like a boss using the Wealthbox CRM API. Remember to keep your code clean, your errors handled, and your syncs efficient. Happy coding, and may your integrations be ever smooth!