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antekpiechnik edited this page Apr 16, 2012 · 4 revisions

The Pipejump::Session instance represents an active Session with the Base API

Any access to the Base API requires authentication, which means you need to initialize a Pipejump::Session instance before calling any other methods

Authentication

To authenticate, simply call Pipejump::Session.new with a argument hash with the following keys:

  • email - your Base user account email

  • password - your Base user account password

  • endpoint - (optional) Default is sales.futuresimple.com, however you can override it (for example for development)

You can perform later actions either on a instance returned by the canstructor or within a supplied block

  @session = Pipejump::Session.new(:email => EMAIL, :password => PASSWORD)
  @session.account

or

  Pipejump::Session.new(:email => EMAIL, :password => PASSWORD) do |session|
    session.account
  end

As of version 0.1.1 you can use the token which is fetched when authenticating using the email and password. So once you get the token, you can use it for future initialization of the Session and not send the username and password, which is a more secure.

  @session = Pipejump::Session.new(:token => 'your_token')

Account

To access the Account instance, call the account method

   @session.account # => #<Pipejump::Account name: "myaccount", id: "1", currency_name: "$">

Deals

You can access your deals by calling

   @session.deals

With Deals you get access to Notes, Reminders and Deal Contacts.

For more information, consult the Deals page.

Clients

You can access your clients by calling

   @session.clients

For more information, consult the Clients page.

Contacts

You can access your contacts by calling

   @session.contacts

For more information, consult the Contacts page.

Sources

You can access your sources by calling

   @session.sources

For more information, consult the Sources page.