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Authentication
In order for a Third Party System to access CRM.COM, authentication must be acquired before performing any logical unit of work.
This can be accomplished by using one of the two three methods;
- Web API Keys
- Consumer Application Keys
...
- Username & Password.
Regardless of the method used, a JWT authentication token is retrieved which can subsequently be used by all other Web API methods to access the system.
JSON Web Token (JWT) is an open standard (RFC 7519) that defines a compact stateless and self-contained way for securely transmitting information between parties as a JSON object. This information can be verified and trusted because it is digitally signed. JWTs can be signed using a secret key (with the HMAC algorithm) or a public/private key pair using RSA.
JSON Web Tokens in CRM.COM should have a length more than 32 characters and they consist of three parts separated by dots (.), which are:
- Header
- typ: The type of the token, which is JWT
- alg: The hashing algorithm being is used, which is HS256
- Payload: contains the claims which are statements about an the user and additional metadata.
- jti: The ID of the user session as generated by CRM.COM
- usr: The username of the logged in user
- org: The organisation organization name of the organisation organization that the user logged in
- oun: The unit name of the unit that the user logged in
- exp: The expiration time on or after which the JWT becomes invalid and should not be accepted for processing.
- iat: The time at which the JWT was issued
- cii: The contact information identifier (applicable only when authenticating using Consumer Application Keys)
acr: The accounts receivable identifier (applicable only when authenticating using Consumer Application Keys)
- Signature: is used to verify that the sender of the JWT is who it says it is and to ensure that the message wasn't changed along the way. The signature is created by encoding the header and payload and signing them using a secret and the HS256 algorithm
...
- encoded header + '.' + encoded payload + '.' + encoded signature
Note that the JWT values are case sensitive. Also, exp and iat claims are defined as numeric dates. A numeric date is a JSON numeric value representing the number of seconds from 1970-01-01T00:00:00Z UTC until the specified UTC date/time, ignoring leap seconds. There are online tools that you can use to check and validate the JWT, such as the JWT Debugger and also calculate and validate numeric dates, such as the Epoch Converter
How to Authenticate with Web API Key Method
This is the recommended method of authentication using Web API Keys of a "Systemic Key" classification. Web API Keys are assigned to specific users in order to access a specific organisation organization and can be used to authenticate users through Web API, resulting to an authentication token that can subsequently be used by other Web API calls.
Authenticating using this method does not restrict data retrieval that is owned by only one Accounts Receivable
Once a User is created, (more information can be found at Managing Users) then a Web API Key can be created and assigned to a user. In order for the user to be authenticated the POST authentication/web_api_key/token method must be used. It is based on HTTP Basic Auth and requires a Web API Key.
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{{server}}/crmapi/rest/v2/authentication/web_api_key/token |
...
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{
"unit": "unit"
}
Note that the unit parameter is optional. If not specified then the default unit of the user that is represented by the specified Web API key will be used |
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{
"data": {
"token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1c3IiOiJNUEFkbWluaXN0cmF0b3IiLCJvcmciOiJwc19yMTNxYSIsIm91biI6IjEiLCJleHAiOiIxNDk1NzIwNTgyIiwiaWF0IjoiMTQ5NTcxMzM4MiIsImp0aSI6IkM5NzI5NDlFOEZGMTRFMjI5RjU4MjkxQUJFM0MyNjYzIn0.6-9y-NTFoxjYDcnZb_Z6gVgFwPdvV82nIpuGTQ3v0wQ"
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
} |
How to Authenticate with Consumer Application Key Method
This is an alternative method of authentication using Web API Keys of a "Consumer Application Key" classification. Web API Keys are assigned to specific users in order to access a specific organization and can be used to authenticate users through Web API, resulting to an authentication token that can subsequently be used by other Web API calls
Authenticating using this method provides the ability to retrieve data that are owned only by the Accounts Receivable that is identified through the specified Access Token
Once a User is created, (more information can be found at Managing Users) then a Web API Key can be created and assigned to a user. In order for the user to be authenticated the POST authentication/consumer_application_key/token method must be used. It is based on HTTP Basic Auth and requires a Web API Key along with an Access Token that is related to a Customer
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{{server}}/crmapi/rest/v2/authentication/consumer_application_key/token |
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Content-Type: application/json
Authorization: The encrypted Web API Key which set as the authorisation parameter based on the HTTP Basic Authorisation protocol |
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{
"access_token_identifier": {
"authentication_code": "authentication_code"
},
"unit":"unit"
}
Note that the unit parameter is optional. If not specified then the default unit of the user that is represented by the specified Web API key will be used |
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{
"data": {
"token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJjaWkiOiIyNjk1RkVEM0ZDRkQ0MDg0QUIzOUY0NEIxODg4OTEyMyIsInVzciI6Im1heXRlbXBsYXRlIiwib3JnIjoicHNfZGV2IiwiYXJpIjoiMjYxQkYyQjc5MTk4NDAxRDg5QTc5QzU0NUYxNkNCRUMiLCJvdW4iOiIxIiwiZXhwIjoiMTUxODEwNDg2NCIsImlhdCI6IjE1MTgwOTc2NjQiLCJqdGkiOiJGNTg2QjI4ODA0OEE0MTAwQjc0OUU2MkY0N0RGQzg0NCJ9.yvRGqFy7dL2H6RcqXOJQtD3zBoWHUDpoRN9Ma6hKfpg"
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
} |
Consumer Application Web API Methods Exceptional Behavior
Authenticating using this method provides the ability to retrieve data that are owned only by the Accounts Receivable that is identified through the specified Access Token, as a result some Web API Methods that require or retrive another customer infomration (Accounts Receivable/Contact Information) will not work properly
Below is a list of all affected Web API Methods and their exceptional behavior that differs from the expected one
| Web API Method | Behavior |
|---|---|
contact_information/change_kyc_profile | In general, Contact Information methods that retrieve another Contact Information as part of their Relations will not be restricted and such information will be retrieved |
| contact_information/create | Creating a new Contact Information cannot be performed as the authenticated contact identifier (encapsulated in the JSON Web Token Payload) will be different than the newly created contact identifier |
| accounts_receivable/bill | This method normally bills an Accounts Receivable and all funded services of the Accounts' Member (if the Account is parent to a group). Due to the fact that the consumer-based key is authenticated using the parent account, the system will not allow retrieving data that are not related with the parent account (specifically the subscription of the member) |
| accounts_receivable/add_member | This method normally adds a member to a specific Account Group. Due to the fact that the consumer-based key is authenticated using the parent account, the system will not allow retrieving another Accounts Receivable after performing such action, as a result this method will never return the parent account's members |
| accounts_receivable/remove_member | This method normally removes a member to a specific Account Group. Due to the fact that the consumer-based key is authenticated using the parent account, the system will not allow retrieving another Accounts Receivable after performing such action, as a result this method will never return the remaining parent account's members |
| accounts_receivable/group_members/list | This method normally returns the members of a specific Account Group. Due to the fact that the consumer-based key is authenticated using the parent account, the system will not allow retrieving another Accounts Receivable after performing such action, as a result this method will never return the parent account's members |
| accounts_receivable/create | Creating a new Accounts Receivable cannot be performed as the authenticated account identifier (encapsulated in the JSON Web Token Payload) will be different than the newly created account identifier |
| jobs/generic_purpose/create | Creating a new Generic Purpose Job for a new Accounts Receivable cannot be performed as the authenticated account identifier (encapsulated in the JSON Web Token Payload) will be different than the newly created account identifier |
| Creating a new Subscription Job for a new Accounts Receivable cannot be performed as the authenticated account identifier (encapsulated in the JSON Web Token Payload) will be different than the newly created account identifier | |
| leads/create | Creating a lead requires to specify a source which can be related with entities that cannot be accessed (i.e. Communications that are related with another Accounts Receivable/Contact Information based entity). In such case a new lead will not be allowed to be created Creating a new Lead for a new Contact Information cannot be performed as the authenticated contact identifier (encapsulated in the JSON Web Token Payload) will be different than the newly created contact identifier |
| service_requests | Currently implementation of the Service Request methods is verifying the requested Service Request only for the assigned Accounts Receivable, and not with related caller contact. Therefore, when retrieving a Service Request of an Accounts Receivable that the caller is other than the reported Contact, then the Contact Information of the caller will be retrieved as well |
| price_plans | Information used to indicate whether a Price Plan is associated to an Accounts Receivable (related Contact Information is of type "Company") is kept on the Accounts Receivable entity. As a result, when performing any of the Price Plans methods the system is not able to identify whether the related record should be retrieved or not, therefore Price Plans that are not associated with the Accounts Receivable that is identified through the specified Access Token will be retrieved as well |
| subscriptions/create | Creating a new Subscription for a new Accounts Receivable cannot be performed as the authenticated account identifier (encapsulated in the JSON Web Token Payload) will be different than the newly created account identifier |
| usage_service_catalogs | Information used to indicate whether a Usage Service Catalog is associated to an Accounts Receivable (related Contact Information is of type "Company") is kept on the Accounts Receivable entity. As a result, when performing any of the Usage Service Catalog methods the system is not able to identify whether the related record should be retrieved or not, therefore Usage Service Catalogs that are not associated with the Accounts Receivable that is identified through the specified Access Token will be retrieved as well |
How to Authenticate with Username & Password Method
Use the POST authentication/token method (by providing a username and password).
...
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{
"username": "username",
"password": "1234",
"organisation": "organisation",
"unit": "unit"
}
Note that the unit parameter is optional. If not specified then the default unit of the user will be used |
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{
"data": {
"token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1c3IiOiJNUEFkbWluaXN0cmF0b3IiLCJvcmciOiJwc19yMTNxYSIsIm91biI6IjEiLCJleHAiOiIxNDk1NzIwNTgyIiwiaWF0IjoiMTQ5NTcxMzM4MiIsImp0aSI6IkM5NzI5NDlFOEZGMTRFMjI5RjU4MjkxQUJFM0MyNjYzIn0.6-9y-NTFoxjYDcnZb_Z6gVgFwPdvV82nIpuGTQ3v0wQ"
},
"status": {
"code": "OK",
"description": "",
"message": ""
}
} |
How to Refresh Authentication Token
Based on the parameters passed to JWT authorisation, through the payload section, the "exp" parameter sets the expiration time on or after which the JWT becomes invalid and should not be accepted for processing.
CRM.COM sets the expiration time to be 2 hours after the authentication token is used. Once the authentication token becomes expired then users must refresh by executing one of the above methods to acquire a new authentication token.