SaaSquatch Help Center

The SaaSquatch API is organized around REST. Our API is designed to have predictable, resource-oriented URLs and to use HTTP response codes to indicate API errors. We use built-in HTTP features, like HTTP authentication and HTTP verbs, which can be understood by off-the-shelf HTTP clients. JSON will be returned in all responses from the API, including errors.

To make the SaaSquatch API as explorable as possible, accounts have test-mode API keys as well as live-mode API keys. These keys are both active at the same time. Data created with test-mode credentials will use your payment system's respective test mode.

Authentication Summary

API methods may be used with one or several authentication schemes as defined in this table:

APIKey

Authorize your requests using a tenant's API Key. Use this method of security only in server-to-server interactions.

UserJWT

Authorize your requests using a JWT (JSON Web Token) for a given user. Useful for client-server authorization, such as the Mobile and Web SDKs. Used in Open Endpoints.

Unauthenticated
Does not require any type of authentication to make this API call.

Methods Summary

No Classic
MethodRouteDescriptionAuthTags
get/api/v1/{tenant_alias}/userLookup a user by Referral CodeAPIKeyUser
get/api/v1/{tenant_alias}/account/{accountId}/user/{userId}/piiLookup a user PIIAPIKeyUser
post/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}/eventsTrack User EventAPIKeyUserJWTUser EventOpen EndpointModern Only
get/api/v1/{tenant_alias}/account/{accountId}/user/{userId}/shareurlsLookup a user's share URLsAPIKeyShare Links
post/api/v1/{tenant_alias}/account/{accountId}/user/{userId}/blockBlock userAPIKeyUser
post/api/v1/{tenant_alias}/account/{accountId}/user/{userId}/unblockUnblock userAPIKeyUser
get/api/v1/{tenant_alias}/usersList usersAPIKeyUser
get/api/v1/{tenant_alias}/code/{code}Lookup a referral codeAPIKeyReferral CodeDeprecated
get/api/v1/{tenant_alias}/referralsList referralsAPIKeyReferral
get/api/v1/{tenant_alias}/referrals/{referralId}Lookup a ReferralAPIKeyReferral
get/api/v1/{tenant_alias}/reward/balanceList reward balancesAPIKeyReward Balance
post/api/v1/{tenant_alias}/credit/bulkredeemDebit a reward balanceAPIKeyReward Balance
get/api/v1/{tenant_alias}/rewardList an account's rewardsAPIKeyReward
get/api/v1/{tenant_alias}/reward/{id}/Lookup a single rewardAPIKeyReward
post/api/v1/{tenant_alias}/credit/{id}/redeemRedeem a single rewardAPIKeyReward
post/api/v1/{tenant_alias}/reward/{id}/cancelCancel a single rewardAPIKeyReward
post/api/v1/{tenant_alias}/rewards/account/{accountId}/user/{userId}Create a single rewardAPIKeyReward
put/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}User UpsertAPIKeyUserJWTUserOpen Endpoint
post/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}Create a user and accountAPIKeyUserJWTUserOpen Endpoint
get/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}Lookup a userAPIKeyUserJWTUserOpen Endpoint
delete/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}Delete a userAPIKeyUserOpen Endpoint
get/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}/shareurlsLookup a user's share URLsAPIKeyUserJWTShare LinksOpen Endpoint
put/api/v1/{tenant_alias}/open/user/cookie_userCreate Cookie UserAPIKeyUserJWTUserOpen EndpointDeprecated
get/api/v1/{tenant_alias}/open/userGet a user by a referral codeUnauthenticatedUserOpen Endpoint
get/api/v1/{tenant_alias}/open/code/{referral_code}Lookup a referral codeUnauthenticatedReferral CodeOpen Endpoint
post/api/v1/{tenant_alias}/open/code/{code}/account/{accountId}/user/{userId}Apply a referral codeAPIKeyUserJWTReferral CodeOpen Endpoint
get/api/v1/{tenant_alias}/open/referralsList referralsAPIKeyUserJWTReferralOpen Endpoint
delete/api/v1/{tenant_alias}/open/account/{accountId}Delete an accountAPIKeyAccountOpen Endpoint
post/api/v1/{tenant_alias}/subscriptionCreate a webhook subscriptionAPIKeyWebhook
get/api/v1/{tenant_alias}/subscriptionList webhook subscriptionsAPIKeyWebhook
delete/api/v1/{tenant_alias}/subscription/{url}Delete a webhook subscriptionAPIKeyWebhook
post/api/v1/{tenant_alias}/subscription/{url}/testTest a webhook subscriptionAPIKeyWebhook
post/api/v1/{tenant_alias}/exportCreate an ExportAPIKeyExport
get/api/v1/{tenant_alias}/export/{exportId}Lookup an ExportAPIKeyExport
get/api/v1/{tenant_alias}/export/{exportId}/downloadDownload an ExportAPIKeyExport
get/api/v1/{tenant_alias}/export/history/listList ExportsAPIKeyExport
18 hidden methods not for No Classic. Change personalization

Account

An account is the lowest-level structure in your programs used to organize participants.

Key aspects of an account:

  • Each account can only be referred once.
  • Classic only The account status (TRIAL, PAID, CANCELLED) is set at the account level.
  • Rewards are also earned at the account level

For information about how to structure your user and account ids read the Shared vs Solo Accounts article .

Security Details
Works for
  • Server requests
  • Mobile requests
  • Browser requests
  • Auth Tags:
    APIKey
    Tags:
    AccountOpen Endpoint
    Back to List

    Delete an account

    delete/api/v1/{tenant_alias}/open/account/{accountId}

    Delete an account in your SaaSquatch project. This endpoint will delete the account and all users on the account. Learn more about Accounts vs. Users in our article on Account Structure.

    To delete only a specific User on the Account use the Delete User endpoint.

    Learn more about deleting participants within your SaaSquatch project in our article on Participant Deletion

    Include the doNotTrack query parameter as true to indicate to the SaaSquatch system that all currently-registered Users on this Account should not be able to be re-registered on the same Account. Learn more about doNotTrack in our article on Participant Deletion

    User

    Users are the people in your program. In other places a User might also be called a Contact, Lead or Participant. Users are each mapped to one specific account.

    The following information is controlled at the user level:

    • First and last name
    • Email address
    • Referral code
    • Share links

    For information about how to structure your user and account ids read the Shared vs Solo Accounts article .

    Security Details
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    User
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    Lookup a user by Referral Code

    get/api/v1/{tenant_alias}/user

    Looks up a user based upon their referralCode and returns their personal information. This method is useful for retrieving the user when only the Referral Code is available. For example when a referred user enters a Referral Code during checkout and you want to find out who this Referral Code belongs to. referralCode and shareLinks in the response are for the classic referral program.

    Security Details
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    Tags:
    User
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    Lookup a user PII

    get/api/v1/{tenant_alias}/account/{accountId}/user/{userId}/pii

    Returns details of the Personally identifiable information stored in the SaaSquatch system for a specific SaaSquatch user.

    Warning! This method should only be used in connection with data protection and privacy compliance.

    For programatically looking up information about users within your SaaSquatch project, please use the Lookup User endpoint

    Security Details
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    User
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    Block user

    post/api/v1/{tenant_alias}/account/{accountId}/user/{userId}/block

    Block a user from making successful referrals based upon their user and account id. More information about blocking users from participating in your referral program can be found in the SaaSquatch docs.

    Security Details
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    User
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    Unblock user

    post/api/v1/{tenant_alias}/account/{accountId}/user/{userId}/unblock

    Unblock a user based upon their user and account id. More information about blocking users from participating in your referral program can be found in the SaaSquatch docs.

    Security Details
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    List users

    get/api/v1/{tenant_alias}/users

    List all of the Users in your Referral SaaSquatch tenant. This method is the primary way of getting a full list of everyone that has been identified through the API, Squatch.js or mobile widgets. This method supports pagination using the parameters for limit and offset to iterate through a very large list of records. You can also search for particular users using the query method. To find information about which users have completed referrals, use the List referrals method.

    Security Details
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    APIKeyUserJWT
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    UserOpen Endpoint
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    User Upsert

    put/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}

    This method updates/creates a user and an account and returns the user object representing that newly created user/account.

    You can provide vanity referral codes and sharelinks in a user upsert. Make sure to check the tenant setting allowReferralCodeEditOnUserUpsert, if it is set to FALSE then referral codes added when upserting an existing user will be ignored. New sharelinks and referral codes will be set as primary for the upserted user. If a referral code is passed without an associated sharelink for that program, then one will be generated and vice versa for sharelinks.

    Because this call creates a user, it requires either a write token or an API key.

    Security Details
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    APIKeyUserJWT
    Tags:
    UserOpen Endpoint
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    Create a user and account

    post/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}

    This method creates a user and an account and returns the user object representing that newly created user/account.

    You can provide vanity referral codes and sharelinks when creating a user and account. Make sure to check the tenant setting allowReferralCodeEditOnUserUpsert, if it is set to FALSE then referral codes added when using this method on an existing user will be ignored. New sharelinks and referral codes will be set as primary for the given user. If a referral code is passed without an associated sharelink for that program, then one will be generated and vice versa for sharelinks.

    Because this call creates a user, it requires either a write token or an API key.

    Security Details
    Works for
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    APIKeyUserJWT
    Tags:
    UserOpen Endpoint
    Back to List

    Lookup a user

    get/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}

    Looks up a user based upon their id and returns their personal information including sharelinks. This endpoint requires a read token or an API key.

    This is an Open Endpoint and disabled by default. Contact support to enable the open endpoints.

    Security Details
    Works for
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    APIKey
    Tags:
    UserOpen Endpoint
    Back to List

    Delete a user

    delete/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}

    Delete a user in your SaaSquatch project. This endpoint will only delete a User on an Account (and not the Account itself). Learn more about Accounts vs. Users in our article on Account Structure.

    To delete both the Account (and all the users on the account), use the Delete Account endpoint.

    Learn more about deleting participants within your SaaSquatch project in our article on Participant Deletion

    Include the doNotTrack query parameter as true to indicate to the SaaSquatch system that the user should not be able to be re-registered on the same account. Learn more about doNotTrack in our article on Participant Deletion

    Security Details
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    Unauthenticated
    Tags:
    UserOpen Endpoint
    Back to List

    Get a user by a referral code

    get/api/v1/{tenant_alias}/open/user

    Looks up a user based upon their ReferralCode and returns their personal information. This method is useful for retrieving the user when only the Referral Code is available, for example when a referred user enters a Referral Code during checkout and you want to find out who this Referral Code belongs to.

    This is an Open Endpoint and disabled by default. Contact support to enable the open endpoints.

    User Event

    Any time a user interacts with your system, you would send SaaSquatch an event with details about this interaction.

    Some examples of User Events to send to SaaSquatch include:

    • Purchases or Transactions
    • Subscription Creation/Update/Removal
    • Mailing List Subscription

    With each of these (and any other events you pass over), the more information you provide with the User Event, the more granual control is available in the SaaSquatch system when processing these events.

    These events are then leveraged to update user information and trigger actions within your running Growth Automation programs.

    Security Details
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    APIKeyUserJWT
    Tags:
    User EventOpen EndpointModern Only
    Back to List

    Track User Event

    post/api/v1/{tenant_alias}/open/account/{accountId}/user/{userId}/events

    This method can be used to track when users make purchases, download items, or take other meaningful actions that you want to use to trigger your programs.

    Referral Code

    When a user is registered in our system they are provided a unique referral code. This code typically comes in the form of FIRSTNAMELASTNAME, such as JOHNDOE. By default the referral code is shown in the referral widget right underneath the main text.

    The referral code provides a simple method for users to connect with your referral program. They are relatively short human-readable codes which users can share with their friends and family. Many people are familiar with the concept of a coupon code so using the referral codes as part of your referral program can make the process easier to understand.

    A user will be provided one referral code for every referral program or partner program that you are running in your tenant.

    Security Details
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    APIKey
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    Referral CodeDeprecated
    Back to List

    Lookup a referral code

    get/api/v1/{tenant_alias}/code/{code}
    Deprecated

    Looks up a referral code and the attached details. Deprecated in favour of its Open Endpoint equivalent.

    Security Details
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    Unauthenticated
    Tags:
    Referral CodeOpen Endpoint
    Back to List

    Lookup a referral code

    get/api/v1/{tenant_alias}/open/code/{referral_code}

    Looks up a referral code and the details of the attached reward.

    This is an Open Endpoint and disabled by default. Contact support to enable the open endpoints.

    Security Details
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    APIKeyUserJWT
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    Referral CodeOpen Endpoint
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    Apply a referral code

    post/api/v1/{tenant_alias}/open/code/{code}/account/{accountId}/user/{userId}

    Apply a ReferralCode to a referred account to attribute a referral.

    This endpoint requires a write token or an API key.

    This is an Open Endpoint and disabled by default. Contact support to enable the open endpoints.

    Referral

    A Referral tracks who has referred whom.

    Security Details
    Works for
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    Tags:
    Referral
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    List referrals

    get/api/v1/{tenant_alias}/referrals

    List all of the referrals in your Referral SaaSquatch tenant. This method is the primary way of getting a full list of everyone that has made a referral and everyone that has been referred, and supports pagination using the parameters for limit and offset to iterate through a very large list of records. You can also use the query parameters for referringAccountId and referringUserId to filters this list of referrals to only include those made by a given user.

    Security Details
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    Referral
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    Lookup a Referral

    get/api/v1/{tenant_alias}/referrals/{referralId}

    Looks up a single Referral object by it's associated id. This method is helpful for looking into a particular referral of interest. Since it requires the id of the referral to be specified, it isn't applicable for querying all referrals to find those made by a particular user or account. To query for those referrals use the list referrals endpoint instead with query parameters specified.

    Security Details
    Works for
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    APIKeyUserJWT
    Tags:
    ReferralOpen Endpoint
    Back to List

    List referrals

    get/api/v1/{tenant_alias}/open/referrals

    Lists all of the referrals involving the given user. This method is the primary way of getting a list of everyone that has made a referral and everyone that has been referred, and supports pagination using the parameters for limit and offset to iterate through a very large list of records.

    Note: Either the referringAccountId and referringUserId or referredAccountId and referredUserId parameters are required, along with a read token for authenticaion.

    This is an Open Endpoint and disabled by default. Contact support to enable the open endpoints.

    Reward Balance

    Reward Balances summarizes the Rewards in someone's account.

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    List reward balances

    get/api/v1/{tenant_alias}/reward/balance

    Looks up the balance for all rewards of the same type and units.

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    Reward Balance
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    Debit a reward balance

    post/api/v1/{tenant_alias}/credit/bulkredeem

    Used to redeem the credit earned from a referral program. Permanently debits an account balance. Works with: CREDIT

    Reward

    A Reward keeps track of a prize, discount or credit that someone has received.

    All reward types other than gift card integrated rewards can be cancelled using the SaaSquatch API, or through the SaaSquatch Admin portal, if they have not already been redeemed.

    Security Details
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    Reward
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    List an account's rewards

    get/api/v1/{tenant_alias}/reward

    Looks up a list of single rewards

    Security Details
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    Reward
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    Lookup a single reward

    get/api/v1/{tenant_alias}/reward/{id}/

    Used to lookup an individual reward using the ID of the reward. Works with: CREDIT, PCT_DISCOUNT, and FUELTANK

    Security Details
    Works for
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    Tags:
    Reward
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    Redeem a single reward

    post/api/v1/{tenant_alias}/credit/{id}/redeem

    Used to redeem an individual credit earned from a referral program. Works with: CREDIT

    Security Details
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    APIKey
    Tags:
    Reward
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    Cancel a single reward

    post/api/v1/{tenant_alias}/reward/{id}/cancel

    Used to cancel an individual reward earned from a referral program. Works with: CREDIT, PCT_DISCOUNT, and FUELTANK

    Security Details
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    Reward
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    Create a single reward

    post/api/v1/{tenant_alias}/rewards/account/{accountId}/user/{userId}

    Used to create a reward for a specified user. Note that the reward will only be redeemed automatically if the default program supports automatic redemption for the provided reward type (see the install guides for more on automatic redemption).

    Webhook

    Webhooks can be used to do real time actions and data synchronization from SaaSquatch.

    Webhooks let you register a URL that we will POST to anytime an event happens in your account. When the event occurs, for example when a vanity coupon code is created for a new user, SaaSquatch creates an event object. This object contains all the relevant information, including the type of event and the data associated with that event. SaaSquatch then sends an HTTP POST request with the event object to any URLs in your account's webhook settings. You can find a full list of all event types below.

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    Webhook
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    Create a webhook subscription

    post/api/v1/{tenant_alias}/subscription

    Subscribes a URL to receive events via webhooks

    Security Details
    Works for
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    APIKey
    Tags:
    Webhook
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    List webhook subscriptions

    get/api/v1/{tenant_alias}/subscription

    Lists all the URLs that are currently subscribed to receive events via webhooks

    Security Details
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    APIKey
    Tags:
    Webhook
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    Delete a webhook subscription

    delete/api/v1/{tenant_alias}/subscription/{url}

    Removes a URL from receiving events via webhooks

    Security Details
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    APIKey
    Tags:
    Webhook
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    Test a webhook subscription

    post/api/v1/{tenant_alias}/subscription/{url}/test

    Sends a test event to the specified webhook

    Export

    Exports are used to do bulk data dumps from your SaaSquatch account.

    Security Details
    Works for
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    APIKey
    Tags:
    Export
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    Create an Export

    post/api/v1/{tenant_alias}/export

    Creates an asynchronous request for an Exports. Depending on the size of the Export and other exports in the export pipeline, it may take awhile for an export request to complete. Once the Export is completed, it can be downloaded in the requested format (CSV or zipped XLSX) using the download url endpoint.

    Here are a few ways to check for when an export is ready.

    • Polling - While an export is being prepared you can check the status using the id. Make sure you store the id of the export when you request it.
    • Webhooks - When an export is complete, a webhook event will be fired. Make sure you create a webhook endpoint subscription before you create your export.
    • Listing - You can use the API to list recent exports, and check their status.
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    Export
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    Lookup an Export

    get/api/v1/{tenant_alias}/export/{exportId}

    Looks up an Export to check its status. Useful when you're generating exports to check when an export is complete. When the status is no longer PENDING so that you can begin to download the export.

    Security Details
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    Export
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    Download an Export

    get/api/v1/{tenant_alias}/export/{exportId}/download

    The endpoint to download a completed export. This method can only be used when an export is COMPLETED. Exports are not always immediately available to download after they have been created, often exports are large files that take time to process and prepare. If you want to check if an export is ready to be downloaded, use the API method to lookup an export or to list exports.

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    Export
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    List Exports

    get/api/v1/{tenant_alias}/export/history/list

    List all of the exports in a tenant. Useful for tracking down exports

    Theme

    Themes control the look and feel of your program's widgets.

    Discount

    Endpoints for working with discounts. Most of these are deprecated in favor of using Reward endpoints.

    Hidden Methods

    These methods have been hidden from your search, sidebar and navigation because they are either deprecated or don't apply to your personalized view of the docs.

    TagEndpointReasonPath
    AccountCreate or Update an accountDeprecatedClassic OnlyDeprecatedpost/api/v1/{tenant_alias}/accountsync
    AccountLookup an accountClassic Onlyget/api/v1/{tenant_alias}/account/{accountId}
    UserCreate or Update a UserClassic Onlypost/api/v1/{tenant_alias}/user
    UserLookup a userClassic Onlyget/api/v1/{tenant_alias}/account/{accountId}/user/{userId}
    ReferralModerate referralsClassic Onlypost/api/v1/{tenant_alias}/referrals/moderate
    ThemeLookup variables schemaClassic Onlyget/api/v1/{tenant_alias}/theme/variables/schema
    ThemeLookup Default Variables ValuesClassic Onlyget/api/v1/{tenant_alias}/theme/variables/instance
    ThemeReplace Default Variable ValuesClassic Onlyput/api/v1/{tenant_alias}/theme/variables/instance
    ThemeUpdate Default Variable ValuesClassic Onlypatch/api/v1/{tenant_alias}/theme/variables/instance
    ThemeLookup Localized Variables ValuesClassic Onlyget/api/v1/{tenant_alias}/theme/{locale}/variables/instance
    ThemeReplace Localized Variable ValuesClassic Onlyput/api/v1/{tenant_alias}/theme/{locale}/variables/instance
    ThemeUpdate Localized Variable ValuesClassic Onlypatch/api/v1/{tenant_alias}/theme/{locale}/variables/instance
    ThemeDelete Localized Variable ValuesClassic Onlydelete/api/v1/{tenant_alias}/theme/{locale}/variables/instance
    ThemePreview Theme EmailClassic Onlypost/api/v1/{tenant_alias}/theme/email/{email_type}/preview
    DiscountLookup a discount codeDeprecatedClassic OnlyDeprecatedget/api/v1/{tenant_alias}/discount/{code}
    DiscountSet discount code on an accountDeprecatedClassic OnlyDeprecatedpost/api/v1/{tenant_alias}/discount
    DiscountLookup an account discountDeprecatedClassic OnlyDeprecatedget/api/v1/{tenant_alias}/account/{accountId}/discount

    Need the docs for these hidden methods? Change personalization