How do I request access to the API?

Please log a ticket with the connective helpdesk at helpdesk@connective.com.au

We will then send your access credentials for the API sandbox and email you the details

The access credentials will include:

An API key: this will uniquely identify your broker group

An API user security token: This will be a security token with a long expiry date, linked to a mercury user account set up specifically for API access

 

Can I request additional long live tokens?

Yes. Depending on the kind of integration you are building, you may need additional security tokens for API access. You can request additional tokens by raising a request with connective helpdesk at helpdesk@connective.com.au

 

What authentication methods does the API support?

As of now we only support basic authentication using security tokens. However, we are working towards introducing Oauth2 in the future.

 

Is there a development or sandbox environment which I can use to build and test my integration?

Yes. When you request access to the API, you will be provided access credentials to the sandbox environment. For more details, please refer to the API Environments page.

 

How do I switch over my integration from Sandbox to production once I am happy with my testing?

Once you are satisfied with the testing on the Sandbox, contact us to enable API access to Production. You then just need to switch over from the sandbox URL to the production URL to make your integration live

For details about the Production URL please refer to the API Environments page.

 

How do I upload documents using the API

You can upload documents against an opportunity by emailing to the opportunity's mercury inbox email Id (CURRENTLY UNAVAILABLE).

 

Is there a front end I can use to view the opportunities and contacts created in the Sandbox?

Yes. https://m5-staging.connective.com.au/mercury5

Raise a ticket with the Mercury helpdesk to issue credentials for sandbox. 

Is the API free? Are there any limits to how many requests I can make

Yes. The current version for the API is free for the connective members. 

There are limits to the number of API calls that can be made:

The max requests per second is limited to 60

The daily quota of requests is limited to 20000 requests

Note: If you have specific needs for which you need additional request quota, please contact us via the standard help desk process.

Is there a Client SDK I can download to get started with the API straight away?

Yes. Download the swagger latest definition from Swagger 2.0#DownloadtheMercuryAPISwaggerspecification and then copy-paste it into the Swagger Editor. Use the Generate Client button on the Swagger Editor to download the client SDK in a language of your choice. Swagger Editor provides SDK generation for about 38 different languages.

 

How do I receive the latest updates about the changes being made to the API?

When you request access to the API, we'll add you to the API users mailing list and will keep you informed of any enhancements, features being made to the API.

 

What happens if I already have an integration running on the old API?

At some point in the future, we will restrict access to the old API (m5.connective.com.au or api.connective.com.au). If you have an integration which runs on the old API, we will give you ample notice to give you time to transition to the new API before we restrict access.

 

How do I link contacts with opportunities via the API?

There are 2 ways you can achieve this. 

1. If you already have a contact created in mercury and want to link it with a new opportunity then, do a POST to the opportunity endpoint and in the body make sure you have the related parties nested object and the "personId" contains the unique id of the Contact you want to link:

   URL: https://sandbox.connective.com.au/mercury-v1/{token}/opportunities

   {
    "opportunityName": "My Opportunity",
    "amount": 0,
    "lender": "NAB",
    "lenderNameShort": "NAB",
    "status": "Pre Approval",
    "agent": "CA54205",
    "personActing": "CA54207",
    "personResponsible": "CA54206",
    "relatedParties": [
    {
    "personID": "711e7da5-38c1-4884-9319-1e470e40d6fc",
    "relationship": "Adviser"
    }
    ]
   }

2. If you already have an Opportunity and want to link an existing contact to it then, do a POST to the related parties endpoint, where the "personId" contains the unique id of the Contact you want to link

URL: https://sandbox.connective.com.au/mercury-v1/{token}/opportunities/{id}/relatedParties

 

METHOD: POST

{ 
 "personID":"692cc6aa-14e2-11e7-a0a2-00155d009933",
 "relationship":"Primary applicant"
}

 

How do I set the email when creating a new contact via API?

URL: https://sandbox.connective.com.au/mercury-v1/{token}/contacts

{ 
"firstName": "John",
 "lastName": "Doe",
 "middleName": "M",
 "salutation": "John",
 "contactMethods": [
 {
 "contactMethod":"Email 1",
 "content":"abc@abc.com.au"
 }
 ]
}