JobPro to Sage: webhook sync blueprint (no public API)
JobPro Sage integration without a public API is doable. Use outbound webhooks and a middleware layer to sync customers, jobs, invoices, and job costs reliably.
FileLogix API Integration: Automate CSV Exports
Automate FileLogix data sync via REST API. Use the Deal List and Deal Data endpoints to pull incremental changes and map fields to your destination system.
TABLE OF CONTENTS
If you’re still exporting a CSV from FileLogix (Filogix Expert/Expert Pro) and uploading it into a payroll tool, CRM, or internal system, you can usually replace that manual handoff with a lightweight REST integration: fetch only the deals that changed since your last run, then pull full details for each changed file.
In this guide, we'll walk through the practical pattern (incremental list → detail fetch), the data-mapping approach, and how to add a “sync now” button as a safety valve.
The problem with “export CSV → import” workflows
Manual CSV workflows tend to break down as volume grows:
- Someone has to remember to run the export and upload it.
- The CSV is a “one size fits none” format (often hundreds of columns, lots of blanks/duplication).
- You can’t easily do near-real-time updates.
- When a file changes after export, downstream systems drift out of sync.
What the FileLogix API approach looks like (high level)
Most teams succeed with a two-step pull model:
- Deal List request (incremental): ask FileLogix for deals/files that changed within a timeframe (e.g., last 24 hours).
- Deal Data request (detail): for each changed file, pull the full payload (all fields you need).
That second step is what replaces the CSV entirely: your downstream system receives structured JSON instead of a flat CSV.
Prerequisites: access, documentation, and a UAT environment
Before you build anything, gather these items:
- API documentation/schema (often provided directly by FileLogix as a downloadable package)
- Credentials/identifiers required by FileLogix authentication, typically including:
- firm code
- broker ID
- secret codes (and any optional agent tags your brokerage uses)
- UAT (test) environment access so you can validate the integration without touching production
Step 1: Build the incremental “Deal List” pull
Your scheduled job (e.g., hourly or nightly) should:
- Store a
last_successful_sync_timestamp. - Call the Deal List endpoint with a window like:
since = last_successful_sync_timestampanduntil = now- or a simpler “last N hours” window if your API supports it
What you should store from the list response
Even if the list endpoint returns a lot of fields, your integration only needs a small set to proceed:
- firm code (if not fixed)
- file number / deal identifier
- last updated timestamp
Step 2: Pull full details with “Deal Data” per changed file
For each changed file from the list response:
- Call Deal Data using the firm code + file number (or the unique file identifier per your schema).
- Normalize the JSON into your internal model.
- Upsert into your destination system (payroll/CRM/database).
Mapping strategy (avoid brittle one-to-one field copies)
Instead of copying every field:
- Create a canonical internal schema (the fields your business actually needs).
- Map FileLogix fields into that schema.
- Keep a small “raw payload” archive for debugging (optional but extremely helpful).
Common categories to map:
- borrower/client identity fields
- property & address fields
- loan amounts and key dates (application, approval, closing/funding, maturity)
- agent attribution fields (who owns the deal)
Step 3: Add a “sync now” button (manual override)
Even with a reliable scheduled sync, you’ll want a fallback for urgent cases.
The simplest pattern:
- In your internal tool, add a Sync now button on a deal record.
- When clicked, call Deal Data immediately for that file and update the record.
This uses the same detail logic as your scheduled job, so you don’t maintain two separate integrations.
Implementation notes: performance, rate limits, and retries
A solid implementation usually includes:
- Backoff + retry on transient API failures
- Idempotent upserts (so reprocessing a file doesn’t create duplicates)
- Chunking (process N files per batch)
- Alerting when the scheduled job fails (so you notice broken syncs fast)
If your brokerage has thousands of files, the incremental list-first approach prevents re-pulling everything on each run.
Testing checklist (UAT)
Use a UAT environment to validate:
- Authentication works for your firm/broker identifiers
- Deal List returns expected “changed” files
- Deal Data returns required fields for multiple file types (simple vs complex)
- Mapping handles empty fields and optional borrowers cleanly
- Your upsert logic updates existing records without duplicates
FAQs
Do we still need the CSV export once the API sync is live?
Usually no. Once your downstream system is fed by the API, the CSV becomes a backup/manual option rather than the primary path.
What if FileLogix field names or codes change?
APIs tend to change less frequently than CSV export formats, but you should still isolate your mapping layer so updates are quick.
Next step: get the integration scoped
If you want Connex Digital to scope this build, the fastest path is:
- share a sample CSV (with dummy data)
- share the current codebase (if you have a legacy connector)
- confirm the exact fields you need in the destination system
Then we can estimate build time and start in UAT.
Ready to stop doing manual exports? Book a free consulting call and we’ll map the cleanest API-driven sync for your FileLogix workflow.
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