悟空CRM SAAS平台接口API文档
说明
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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。
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基本上所有接口都支持GET/POST两种方式
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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=…
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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=927847,927846
newOwnerUserId: 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: 28517
transferType: 1
customerIds: 4156484,4156480
changeType: 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: 4156484
poolId: 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: 2
ids: 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: 28517
contactsIds: 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: 28517
transferType: 1
businessIds: 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