悟空CRM SAAS平台接口API文档
文章目录
- 说明
- 通用接口
- 登录
- 获取字段选项
- 获取筛选场景
- 添加筛选场景
- 跟进
- 线索
- 线索新增/修改
- 线索列表
- 线索详情
- 线索转移
- 线索转化为客户
- 线索批量删除
- 线索导入
- 线索批量导出
- 线索全部导出
- 客户
- 客户新增/修改
- 客户列表
- 客户详情
- 客户批量修改成交状态
- 客户批量转移
- 客户放入公海
- 客户批量删除
- 客户批量锁定/解锁
- 客户导入
- 客户批量导出
- 客户全部导出
- 联系人
- 联系人新增/修改
- 联系人列表
- 联系人详情
- 联系人批量修改成交状态
- 联系人批量转移
- 联系人批量删除
- 联系人导入
- 联系人批量导出
- 联系人全部导出
- 商机
- 商机新增/修改
- 商机列表
- 商机详情
- 商机批量转移
- 商机批量删除
- 商机导入
- 商机批量导出
- 商机全部导出
- 产品
- 合同
- 回款
说明
接口来自悟空CRM SAAS平台(Java版11.0版本)抓包获取，响应结果及参数有待完善，需要自行注册SAAS免费账户，了解相关业务操作。
基本上所有接口都支持GET/POST两种方式
接口授权方式为，使用用户名密码请求登录接口，从响应中获取到Admin-Token，请求其他接口时将Admin-Token添加到请求头中，格式为：Admin-Token=…
CRM常见概念
CRM： 客户关系管理平台，用于收集潜在客户线索，发现商机，跟进客户，促成成交等
线索：收集到的原始客户信息，待核实确认
客户：有潜在购买需求的公司或单位
联系人：客户单位的联系人
商机：客户或潜在客户的某次购买意愿和倾向
- 线上接口地址: base_url=https://www.72crm.com
通用接口
登录
请求方法：POST/GET
接口地址：/api/login
内容类型：application/x-www-form-urlencoded
示例请求
username=***&password=***| 参数名 | 解释|
| — | — |
|username |用户名 |
|password |密码 |
示例响应
{"code": 0,"Admin-Token": "f16efb1b6a1c471c920760e838a37397","user": {"deptName": "全公司","img": null,"createTime": "2020-10-09 14:21:04","lastLoginTime": "2020-10-09 16:32:00","companyId": "1314450786960412672","num": null,"sex": null,"companyName": "临渊","mobile": "18010181267","realname": "admin","parentName": null,"post": "标准岗位","userId": 28510,"parentId": null,"lastLoginIp": "111.194.126.253","deptId": 28856,"oldUserId": null,"email": null,"username": "18010181267","status": 1},"auth": {...},"isAdmin": true,"cardAuth": false,"emailId": null,"isReadNotice": 1,"firstModel": null,"call": 0}获取字段选项
获取表单相关字段选项，如线索来源等
请求方法：POST/GET
接口地址：/api/field/queryField
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
label=1| 参数名 | 解释|
| — | — |
|label |类型1.线索 2.客户 3.联系人 4.产品 5.商机|
示例响应
{"code": 0,"data": [...{"fieldId": 2398372,"formType": "select","authLevel": 3,"isNull": 0,"isUnique": 0,"inputTips": null,"defaultValue": "","label": 1,"type": 3,"fieldName": "线索来源","setting": ["促销","搜索引擎","广告","转介绍","线上注册","线上询价","预约上门","陌拜","电话咨询","邮件咨询"],"name": "线索来源","options": "促销,搜索引擎,广告,转介绍,线上注册,线上询价,预约上门,陌拜,电话咨询,邮件咨询","value": "","fieldType": 2},...]}获取筛选场景
获取线索/客户/商机等列表筛选场景
请求方法：POST/GET
接口地址：/api/scene/queryScene
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
type=1| 参数名 | 解释|
| — | — |
|type |类型1.线索 2.客户 3.联系人 4.产品 5.商机|
示例响应
{"code": 0,"data": [{"isSystem": 1,"bydata": null,"data": "{\"is_transform\":{\"condition\":\"is\",\"name\":\"is_transform\",\"value\":0}}","sceneId": 434349,"name": "全部线索","isDefault": 0},...]}添加筛选场景
获取线索/客户/商机等列表筛选场景
请求方法：POST/GET
接口地址：/api/scene/addScene
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
type=2&isDefault=0&name=成交客户&data={"deal_status":{"condition":"is","value":1,"formType":"dealStatus","name":"deal_status"}}| 参数名 | 解释|
| — | — |
|type |类型1.线索 2.客户 3.联系人 4.产品 5.商机|
|isDefault |是否默认场景|
|name |场景名称|
|data |具体筛选参数|
示例响应
{"code": 0}跟进
跟进线索/客户/商机
请求方法：POST/GET
接口地址：/api/CrmLeads/addOrUpdate
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
activityType=1&activityTypeId=927662&content=跟进线索1&category=打电话&businessIds=&contactsIds=&nextTime=2020-10-16 00:00:00&isEvent=0| 参数名 | 解释|
| — | — |
|activityType |活动类型1.线索 2.客户 3.联系人 4.产品 5.商机|
|content |跟进内容|
|category |跟进类型|
|businessIds |关联商机id|
|contactsIds |关联联系id|
|nextTime |下次联系时间|
|isEvent ||
示例响应
{"code": 0}线索
线索新增/修改
请求方法：POST/GET
接口地址：/api/CrmLeads/addOrUpdate
内容类型：application/json
授权方法：请求头中携带Admin-Token
示例请求
{"entity": {"leads_name": "线索3","mobile": "18010181267","telephone": "","email": "","address": "","next_time": "","remark": ""}}| 参数名 | 解释|
| — | — |
|leadsId |线索id，包含线索id时为修改，不包含时为新增 |
|leads_name |线索名称 |
|mobile |手机 |
|email |邮件 |
|address |地址 |
|next_time |下次联系时间 |
|remark |备注 |
示例响应
{"code": 0}线索列表
无参时返回默认列表，支持按场景筛选和高级筛选
请求方法：POST/GET
接口地址：/api/CrmLeads/queryPageList
内容类型：application/json
授权方法：请求头中携带Admin-Token
示例请求
{"page":1,"limit":15,"search":"","type":1,"sceneId":434350,"data":{"mobile":{"condition":"contains","value":"18010181267","formType":"mobile","name":"mobile"}}}| 参数名 | 解释|
| — | — |
|page |页码 |
|limit |每页条数 |
|search |搜索关键字 |
|type |类型 1.线索 2.客户 3.联系人 4.产品 5.商机 |
|sceneId |筛选场景id |
|data |高级筛选条件 |
示例响应
{"code": 0,"data": {"totalRow": 7,"list": [{"ownerUserName": "admin","createUserName": "admin","batchId": "7b1110923eab47e58b0e0bad45685553","remark": "","客户行业": null,"线索来源": null,"isTransform": 0,"leadsId": 927847,"updateTime": "2020-10-10 11:30:52","nextTime": null,"lastTime": null,"leadsName": "线索3","email": null,"客户级别": null,"createUserId": 28510,"address": "","createTime": "2020-10-10 11:30:52","companyId": "1314450786960412672","star": 0,"ownerUserId": 28510,"mobile": "18010181267","telephone": "","fieldBatchId": "7b1110923eab47e58b0e0bad45685553","lastContent": null,"followup": null,"oldLeadsId": null,"customerId": null},...]}}线索详情
请求方法：POST/GET
接口地址：/api/CrmLeads/queryById
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
leadsId=927847| 参数名 | 解释|
| — | — |
|leadsId |线索id|
示例响应
{"code": 0,"data": {"createUserId": 28510,"address": "","createTime": "2020-10-10 11:30:52","companyId": "1314450786960412672","star": 0,"ownerUserId": 28510,"batchId": "7b1110923eab47e58b0e0bad45685553","mobile": "18010181267","telephone": "","remark": "","isTransform": 0,"lastContent": null,"followup": null,"leadsId": 927847,"updateTime": "2020-10-10 11:30:52","oldLeadsId": null,"nextTime": null,"lastTime": null,"name": "线索3","ownerUserName": "admin","leadsName": "线索3","customerId": null,"email": null}}线索转移
转移给其他人负责
请求方法：POST/GET
接口地址：/api/CrmLeads/changeOwnerUser
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
leadsIds=927847,927846newOwnerUserId: 28517| 参数名 | 解释|
| — | — |
|leadsIds |线索id,多个以英文逗号分开|
|newOwnerUserId |新负责人用户id|
示例响应
{"code":0}线索转化为客户
请求方法：POST/GET
接口地址：/api/CrmLeads/transfer
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
leadsIds=927847,927846| 参数名 | 解释|
| — | — |
|leadsIds |线索id,多个以英文逗号分开|
示例响应
{"code":0}{"code": 500,"msg": "已转化线索不能再次转化"}{"code":500,"msg":"客户名称已存在"}线索批量删除
批量删除线索
请求方法：POST/GET
接口地址：/api/CrmLeads/deleteByIds
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
leadsIds=927847,927846| 参数名 | 解释|
| — | — |
|leadsIds |线索id,多个以英文逗号分开|
示例响应
{"code": 0}线索导入
通过Excel批量导入线索
请求方法：POST/GET
接口地址：/api/CrmLeads/uploadExcel
内容类型：multipart/form-data
授权方法：请求头中携带Admin-Token
示例请求
| 参数名 | 解释|
| — | — |
|repeatHandling |重复处理 1.覆盖|
|ownerUserId |所属用户id|
|file |上传的xls文件|
示例响应
{"code": 0,"data": 191383}线索批量导出
批量导出线索为Excel
请求方法：POST/GET
接口地址：/api/CrmLeads/batchExportExcel
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
leadsIds=927847,927846| 参数名 | 解释|
| — | — |
|leadsIds |线索id,多个以英文逗号分开|
示例响应
xls二进制文件流
线索全部导出
批量导出线索为Excel
请求方法：POST/GET
接口地址：/api/CrmLeads/allExportExcel
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
search=| 参数名 | 解释|
| — | — |
|search ||
示例响应
xls二进制文件流
客户
客户新增/修改
请求方法：POST/GET
接口地址：/api/CrmCustomer/addOrUpdate
内容类型：application/json
授权方法：请求头中携带Admin-Token
示例请求
{"entity": {"customer_name": "韩志超2","mobile": "18010181267","telephone": "","website": "","email": "","next_time": "2020-10-31 00:00:00","remark": "","address": "北京市,北京城区,东城区","detailAddress": "朝阳门","location": "","lng": "","lat": ""}}| 参数名 | 解释|
| — | — |
|customerId |客户id，包含客户id时为修改，不包含时为新增 |
|customer_name |客户名称 |
|telephone |电话 |
|email |邮件 |
|address |地址 |
|detailAddress |详细地址 |
|next_time |下次联系时间 |
|location |位置 |
|lng |经度 |
|lat |维度 |
|remark |备注 |
示例响应
{"code": 0}客户列表
无参时返回默认列表，支持按场景筛选和高级筛选
请求方法：POST/GET
接口地址：/api/CrmCustomer/queryPageList
内容类型：application/json
授权方法：请求头中携带Admin-Token
示例请求
{"page":1,"limit":15,"search":"","type":2,"data":{"mobile":{"condition":"contains","value":"18010181267","formType":"mobile","name":"mobile"}}}| 参数名 | 解释|
| — | — |
|page |页码 |
|limit |每页条数 |
|search |搜索关键字 |
|type |类型 1.线索 2.客户 3.联系人 4.产品 5.商机 |
|sceneId |筛选场景id |
|data |高级筛选条件 |
示例响应
{"code": 0,"data": {"totalRow": 4,"list": [{"ownerUserName": "admin","createUserName": "admin","batchId": "1acb1f8e230d435ca21b0b5b37857030","客户来源": "促销","contactsName": "韩志超","dealTime": null,"remark": "","客户行业": "","contactsMobile": "18010181267","updateTime": "2020-10-09 15:06:46","poolDay": 7,"nextTime": "2020-10-16 00:00:00","lastTime": null,"businessCount": 3,"rwUserId": ",","email": null,"lat": "","客户级别": "A（重点客户）","dealStatus": 0,"createUserId": 28510,"isReceive": null,"website": "","address": "","lng": "","createTime": "2020-10-09 15:06:46","companyId": "1314450786960412672","star": 0,"ownerUserId": 28510,"roUserId": ",","detailAddress": "","mobile": "18010181267","receiveTime": "2020-10-09 15:06:46","telephone": "","oldCustomerId": null,"contactsAddress": "","preOwnerUserId": null,"fieldBatchId": "1acb1f8e230d435ca21b0b5b37857030","lastContent": null,"followup": null,"poolTime": null,"isLock": 0,"contactsId": 409447,"location": "","customerName": "线索1","customerId": 4156588,"status": 1},...]}}客户详情
请求方法：POST/GET
接口地址：/api/CrmCustomer/queryById
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
customerId=4156484| 参数名 | 解释|
| — | — |
|customerId |客户id|
示例响应
{"code":0,"data":{"batchId":"a5107b6ffa00490eb8236c63b6b074ca","客户来源":"促销","dealTime":null,"remark":"","isPool":0,"客户行业":"IT","updateTime":"2020-10-09 14:37:54","nextTime":"2020-10-31 00:00:00","lastTime":"2020-10-09 14:37:54","ownerUserName":"admin","rwUserId":",","email":null,"lat":"","客户级别":"A（重点客户）","dealStatus":0,"createUserId":28510,"isReceive":null,"website":"","address":"北京市,北京城区,东城区","lng":"","createTime":"2020-10-09 14:37:54","companyId":"1314450786960412672","star":0,"ownerUserId":28510,"roUserId":",","detailAddress":"朝阳门","mobile":"18010181267","receiveTime":"2020-10-09 14:37:54","telephone":"","oldCustomerId":null,"preOwnerUserId":null,"lastContent":null,"followup":null,"poolTime":null,"isLock":0,"contactsId":null,"location":"","customerName":"韩志超2","customerId":4156484,"status":1}}客户批量修改成交状态
转移给其他人负责
请求方法：POST/GET
接口地址：/api/CrmCustomer/setDealStatus
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
dealStatus=1&ids=4156484| 参数名 | 解释|
| — | — |
|dealStatus |成交状态 0.未成交 1.成交|
|ids |客户id,多个以英文逗号隔开|
示例响应
{"code":0}客户批量转移
请求方法：POST/GET
接口地址：/api/CrmCustomer/transfer
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
newOwnerUserId: 28517transferType: 1customerIds: 4156484,4156480changeType: 1| 参数名 | 解释|
| — | — |
|newOwnerUserId |新用户id|
|transferType |转移类型|
|customerIds |客户id,多个以逗号隔开|
|changeType |变更类型|
示例响应
{"code":0}客户放入公海
请求方法：POST/GET
接口地址：/api/CrmCustomer/updateCustomerByIds
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
ids: 4156484poolId: 46155| 参数名 | 解释|
| — | — |
|ids |客户id,多个以逗号隔开|
|poolId |公海id|
示例响应
{"code":0}客户批量删除
批量删除客户
请求方法：POST/GET
接口地址：/api/CrmCustomer/deleteByIds
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
customerIds=4158571,4156588| 参数名 | 解释|
| — | — |
|customerIds |客户id,多个以英文逗号分开|
示例响应
{"code": 0}客户批量锁定/解锁
请求方法：POST/GET
接口地址：/api/CrmCustomer/lock
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
status: 2ids: 4156480| 参数名 | 解释|
| — | — |
|ids |客户id,多个以英文逗号分开|
|status |状态 1.解锁 2.锁定|
示例响应
{"code": 0}客户导入
通过Excel批量导入客户
请求方法：POST/GET
接口地址：/api/CrmCustomer/uploadExcel
内容类型：multipart/form-data
授权方法：请求头中携带Admin-Token
示例请求
| 参数名 | 解释|
| — | — |
|repeatHandling |重复处理 1.覆盖|
|ownerUserId |所属用户id|
|file |上传的xls文件|
示例响应
{"code": 0,"data": 191383}客户批量导出
批量导出客户为Excel
请求方法：POST/GET
接口地址：/api/CrmCustomer/batchExportExcel
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
ids: 4156480| 参数名 | 解释|
| — | — |
|ids |客户id,多个以英文逗号分开|
示例响应
xls二进制文件流
客户全部导出
批量导出客户为Excel
请求方法：POST/GET
接口地址：/api/CrmCustomer/allExportExcel
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
search=| 参数名 | 解释|
| — | — |
|search |搜索关键词|
示例响应
xls二进制文件流
联系人
联系人新增/修改
请求方法：POST/GET
接口地址：/api/CrmContacts/addOrUpdate
内容类型：application/json
授权方法：请求头中携带Admin-Token
示例请求
{"entity":{"name":"寒池","customer_id":4156480,"mobile":"18010181267","telephone":"","email":"","post":"采购经理","address":"","next_time":"","remark":""}}| 参数名 | 解释|
| — | — |
|contactsId |联系人id，包含联系人id时为修改，不包含时为新增 |
|name |联系人名称 |
|customer_id |客户id |
|telephone |电话 |
|email |邮件 |
|address |地址 |
|next_time |下次联系时间 |
|post |职位 |
|remark |备注 |
示例响应
{"code": 0}联系人列表
无参时返回默认列表，支持按场景筛选和高级筛选
请求方法：POST/GET
接口地址：/api/CrmContacts/queryPageList
内容类型：application/json
授权方法：请求头中携带Admin-Token
示例请求
{"page":1,"limit":15,"search":"","type":2,"data":{"mobile":{"condition":"contains","value":"18010181267","formType":"mobile","name":"mobile"}}}| 参数名 | 解释|
| — | — |
|page |页码 |
|limit |每页条数 |
|search |搜索关键字 |
|type |类型 1.线索 2.联系人 3.联系人 4.产品 5.商机 |
|sceneId |筛选场景id |
|data |高级筛选条件 |
示例响应
{"code":0,"data":{"totalRow":3,"list":[{"ownerUserName":"admin","createUserName":"admin","batchId":"641ddcb772bc458e8248e930bcb9535b","是否关键决策人":"是","remark":"","updateTime":"2020-10-10 14:58:48","nextTime":null,"post":"采购经理","lastTime":null,"email":null,"createUserId":28510,"address":"","oldContactsId":null,"createTime":"2020-10-10 14:56:35","companyId":"1314450786960412672","star":0,"ownerUserId":28510,"mobile":"18010181267","telephone":"111","fieldBatchId":"641ddcb772bc458e8248e930bcb9535b","性别":"","name":"寒池","contactsId":409650,"customerName":"韩志超2","customerId":4156480},...]}}联系人详情
请求方法：POST/GET
接口地址：/api/CrmCustomer/queryById
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
contactsId=409650| 参数名 | 解释|
| — | — |
|contactsId |联系人id|
示例响应
{"code":0,"data":{"createUserId":28510,"address":"","oldContactsId":null,"createTime":"2020-10-10 14:56:35","companyId":"1314450786960412672","star":0,"ownerUserId":28510,"batchId":"641ddcb772bc458e8248e930bcb9535b","是否关键决策人":"是","mobile":"18010181267","telephone":"111","remark":"","性别":"","updateTime":"2020-10-10 14:58:48","nextTime":null,"post":"采购经理","lastTime":null,"name":"寒池","contactsId":409650,"customerName":"韩志超2","customerId":4156480,"email":null}}联系人批量修改成交状态
转移给其他人负责
请求方法：POST/GET
接口地址：/api/CrmCustomer/setDealStatus
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
dealStatus=1&ids=4156484| 参数名 | 解释|
| — | — |
|dealStatus |成交状态 0.未成交 1.成交|
|ids |联系人id,多个以英文逗号隔开|
示例响应
{"code":0}联系人批量转移
请求方法：POST/GET
接口地址：/api/CrmContacts/transfer
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
newOwnerUserId: 28517contactsIds: 409448| 参数名 | 解释|
| — | — |
|newOwnerUserId |新用户id|
|contactsIds |联系人id,多个以逗号隔开|
示例响应
{"code":0}联系人批量删除
批量删除联系人
请求方法：POST/GET
接口地址：//api/CrmContacts/deleteByIds
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
contactsIds=409650| 参数名 | 解释|
| — | — |
|contactsIds |联系人id,多个以英文逗号分开|
示例响应
{"code": 0}联系人导入
通过Excel批量导入联系人
请求方法：POST/GET
接口地址：/api/CrmContacts/uploadExcel
内容类型：multipart/form-data
授权方法：请求头中携带Admin-Token
示例请求
| 参数名 | 解释|
| — | — |
|repeatHandling |重复处理 1.覆盖|
|ownerUserId |所属用户id|
|file |上传的xls文件|
示例响应
{"code": 0,"data": 191383}联系人批量导出
批量导出联系人为Excel
请求方法：POST/GET
接口地址：/api/CrmContacts/batchExportExcel
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
ids: 4156480| 参数名 | 解释|
| — | — |
|ids |联系人id,多个以英文逗号分开|
示例响应
xls二进制文件流
联系人全部导出
批量导出联系人为Excel
请求方法：POST/GET
接口地址：/api/CrmContacts/allExportExcel
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
search=| 参数名 | 解释|
| — | — |
|search |搜索关键词|
示例响应
xls二进制文件流
商机
商机新增/修改
请求方法：POST/GET
接口地址：/api/CrmBusiness/addOrUpdate
内容类型：application/json
授权方法：请求头中携带Admin-Token
示例请求
{"entity":{"business_name":"hello","customer_id":4156480,"money":"","deal_date":"2020-10-05 00:00:00","type_id":23934,"status_id":83318,"remark":"","totalPrice":0,"discountRate":0},"field":[],"product":[]}| 参数名 | 解释|
| — | — |
|contactsId |商机id，包含商机id时为修改，不包含时为新增 |
|business_name |商机名称 |
|customer_id |客户id |
|money |电话 |
|deal_date |预计成交日期 |
|type_id |商机状态组 |
|status_id |商机阶段 |
|totalPrice |总价 |
|discountRate |折扣 |
|remark |备注 |
示例响应
{"code": 0}商机列表
无参时返回默认列表，支持按场景筛选和高级筛选
请求方法：POST/GET
接口地址：https://www.72crm.com/api/CrmBusiness/queryPageList
内容类型：application/json
授权方法：请求头中携带Admin-Token
示例请求
{"page":1,"limit":15,"search":"","type":5}| 参数名 | 解释|
| — | — |
|page |页码 |
|limit |每页条数 |
|search |搜索关键字 |
|type |类型 1.线索 2.商机 3.商机 4.产品 5.商机 |
|sceneId |筛选场景id |
|data |高级筛选条件 |
示例响应
{"code":0,"data":{"totalRow":4,"money":{"businessSumMoney":"60.00"},"list":[{"ownerUserName":"admin","typeName":"销售流程商机组","createUserName":"admin","batchId":"26f51422baf641a080d284bbc1b7c783","remark":"","discountRate":"0.00","updateTime":"2020-10-10 15:47:01","statusId":83318,"nextTime":null,"rate":"20","lastTime":null,"progressBar":"1/4","rwUserId":",","statusRemark":"","businessName":"hello","createUserId":28510,"dealDate":"2020-10-05 00:00:00","totalPrice":"0.00","createTime":"2020-10-10 15:47:01","companyId":"1314450786960412672","star":0,"ownerUserId":28510,"typeId":23934,"roUserId":",","statusName":"验证客户","isEnd":0,"fieldBatchId":"26f51422baf641a080d284bbc1b7c783","money":null,"oldBusinessId":null,"contactsId":null,"customerName":"韩志超2","customerId":4156480,"businessId":19751,"status":1},...]}}商机详情
请求方法：POST/GET
接口地址：/api/CrmBusiness/queryById
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
businessId=19751| 参数名 | 解释|
| — | — |
|businessId |商机id|
示例响应
{"code":0,"data":{"typeName":"销售流程商机组","ownerUserName":"admin","createUserName":"admin","batchId":"26f51422baf641a080d284bbc1b7c783","remark":"","discountRate":"0.00","updateTime":"2020-10-10 15:47:01","statusId":83318,"nextTime":null,"lastTime":null,"rwUserId":",","statusRemark":"","businessName":"hello","createUserId":28510,"dealDate":"2020-10-05 00:00:00","totalPrice":"0.00","createTime":"2020-10-10 15:47:01","companyId":"1314450786960412672","star":0,"ownerUserId":28510,"typeId":23934,"roUserId":",","statusName":"验证客户","isEnd":0,"money":null,"oldBusinessId":null,"contactsId":null,"customerName":"韩志超2","customerId":4156480,"businessId":19751,"status":1}}商机批量转移
请求方法：POST/GET
接口地址：/api/CrmBusiness/transfer
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
newOwnerUserId: 28517transferType: 1businessIds: 19751| 参数名 | 解释|
| — | — |
|newOwnerUserId |新用户id|
|businessIds |商机id,多个以逗号隔开|
|transferType |转移类型 1: 转出|
示例响应
{"code":0}商机批量删除
批量删除商机
请求方法：POST/GET
接口地址：/api/CrmBusiness/deleteByIds
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
businessIds=19751| 参数名 | 解释|
| — | — |
|businessIds |商机id,多个以英文逗号分开|
示例响应
{"code": 0}商机导入
通过Excel批量导入商机
请求方法：POST/GET
接口地址：/api/CrmBusiness/uploadExcel
内容类型：multipart/form-data
授权方法：请求头中携带Admin-Token
示例请求
| 参数名 | 解释|
| — | — |
|repeatHandling |重复处理 1.覆盖|
|ownerUserId |所属用户id|
|file |上传的xls文件|
示例响应
{"code": 0,"data": 191383}商机批量导出
批量导出商机为Excel
请求方法：POST/GET
接口地址：/api/CrmBusiness/batchExportExcel
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
ids: 4156480| 参数名 | 解释|
| — | — |
|ids |商机id,多个以英文逗号分开|
示例响应
xls二进制文件流
商机全部导出
批量导出商机为Excel
请求方法：POST/GET
接口地址：/api/CrmBusiness/allExportExcel
内容类型：application/x-www-form-urlencoded
授权方法：请求头中携带Admin-Token
示例请求
search=| 参数名 | 解释|
| — | — |
|search |搜索关键词|
示例响应
xls二进制文件流
产品
合同
回款
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