What you will achieve
You will save, in the Custom API connection, where your system returns a list of people, without writing JSON. Then anyone with access to Contacts imports it from More actions.Requirements
- Owner or admin role in the Eva account.
- A Custom API connection already created in Settings > Integrations.
- An example of your system’s response for that list. Ask whoever manages that system.
Tell Eva where the list is
1
Open the connection
In Settings > Integrations, open Custom API. In your connection, open
Contacts from your system and select Add list.
2
Name it
In List name, type how your team will see it, for example
Sales.3
Type the path
In Path, type where the list is on your server, for example
/v1/sales. In
List in the response, type the name of the field that holds the people, for example sales.4
Say where each person's data is
In Each person’s data, Name and Phone are required and Email is optional.
Use dots for a field inside another one, for example
customer.name.5
Add the filters
Select Add filter for each value your system asks for, such as the dates. In
Name in your system goes the name your system expects, and in How it reads in Eva,
the one your team will read. Choose the Type: Date, Text or Options. With
Options, add each value with Add option.
6
If the list comes in parts
Open Several pages. Fill in Next page in the response and Page parameter, the
name your system uses to ask for the next one.
7
Save
Select Save.
How to know it worked
With the block closed, Contacts from your system sums up each list in one line, for example “Sales · /v1/sales · 3 filters”. In Contacts, More actions shows From with your connection’s name.If something goes wrong
- A field says “Use letters, numbers, hyphens and dots”. Type only the field’s name, with dots between levels and four levels at most.
- Path says “Write a path that starts with /”. Type only the path, without the domain or
anything after
?. Eva adds the filters itself. - The block says “Eva could not save these lists”. Check that every filter has a name and that every Options filter has at least one option.
- The preview in Contacts says your system’s answer does not include the configured list. Check that List in the response matches your system’s response.