Before You Begin
Ensure you have:
Valid user credentials from your Dazos administrator
Admin access to configure API connections
Understanding of your data integration requirements
Knowledge of your data warehouse platform (if applicable)
API Access Setup
To connect to the Dazos API for cross-platform reporting, you'll need to configure the proper endpoint and authentication.
API Endpoint Structure:
Your API endpoint follows this pattern: https://[instance].dazoshealth.com/crm/restapi.php
Replace [instance] with your organization's specific instance name (e.g., https://terrabh.dazoshealth.com/crm/restapi.php).
Authentication Requirements:
You must have valid, active user credentials provided by your Dazos administrator
Contact your organization's Dazos administrator to obtain appropriate API permissions
Standard user login credentials are used for API authentication
Accessing API Documentation
Once you have valid credentials, you can access the complete API documentation and Swagger details:
Log into your Dazos CRM instance
Navigate to the Help icon in the top-right corner
Select "CRM APIs" from the menu
Access your API key and detailed endpoint documentation
API Limitations and Best Practices
Record Limit: The API has a 100 record limit per call. For larger datasets, you'll need to implement pagination to retrieve all records.
Pagination Implementation:
Use offset parameters to retrieve records in batches
Loop through API calls until all records are retrieved
Plan your data extraction accordingly for large datasets
Data Warehouse Integration Options
For enterprise-level data integration, Dazos offers plug-and-play data warehouse integrations that require no custom development.
Available Integrations:
Snowflake: Production ready and available now
Databricks: Currently in development
Microsoft Fabric (Power BI): Currently in development
How Data Warehouse Integration Works:
Enter your data warehouse API credentials
Choose which modules to sync (customize table names as needed)
Select specific fields within each module to sync/exclude
Rename fields in your data warehouse tables/columns if desired
Set sync frequency (minimum interval: 1 hour)
⚠️ Note: Data warehouse integrations are plug-and-play solutions that don't require development work on your end.
Expected Result
After completing the setup, you should be able to:
Successfully authenticate with the Dazos API
Retrieve data from your Dazos instance
Build your cross-platform reporting system
Implement pagination for large datasets
Optionally integrate with supported data warehouse platforms
Troubleshooting Common Issues
Cannot connect to API endpoint:
Verify you're using the correct instance URL format
Ensure your user credentials are active and valid
Contact your Dazos administrator to confirm API permissions
Authentication failures:
Confirm credentials with your Dazos administrator
Verify the user account has appropriate system access
Test login through the standard CRM interface first
Missing API documentation:
Ensure you're logged into the correct Dazos instance
Look for the Help icon in the top-right corner of the CRM interface
Confirm your user account has sufficient permissions to view API documentation
Related Resources
For questions about API access setup or data warehouse integration configuration, contact Dazos Product Support.