ChurnZero.Sdk 0.2.0

Churn Zero SDK

This library is not officially supported by ChurnZero. Licensed under the Apache 2.0 License (free for commercial and personal use). Contributions are welcome via pull request.

Purpose

The purpose of this library is to create an easy-to-use means for .NET developers to incorporate ChurnZero into applications.

Note that until 1.x is formally released, all implementation is subject to change. Use at your own risk of refactoring.

Supported Direct Functionality

Legend: ✅Supported ❌Not supported currently ⭕ Not applicable

Supported Indirect Functionality

Getting Started - Setup

Without dependency injection (see sample project):

var client = new ChurnZeroHttpApiClient(new HttpClient() { BaseAddress = "https://mychurnzerourl.com/"}, "myAppKey"});

With dependency injection (see sample project):

using ChurnZero.Sdk

//... the rest of your app setup
// use .AddChurnZeroSdk on any IServiceCollection
builder.Services.AddChurnZeroSdk((options) =>
{
    options.Url = builder.Configuration["ChurnZeroUrl"]; //This is an example, it depends on how you get your configuration values
    options.AppKey = builder.Configuration["ChurnZeroAppKey"]; //This is an example, it depends on how you get your configuration values
});

Getting Started - Usage

All methods return HttpResponseMessages - successful or not - and the caller can decide whether or not to call HttpResponseMessage.EnsureSuccessStatusCode().

//Usage
const string testAccountIdentifier = "Test Account ID";
const string testAccountIdentifier2 = "Test Account ID 2";
const string testContactIdentifier = "Test Contact ID";
const string testContactIdentifier2 = "Test Contact ID 2";

//Creates your customer's Account in ChurnZero or adjusts fields based on values supplied. CRM integration instead is recommended.
var accountResponse = await client.UpdateAccountsAsync(
    new ChurnZeroAccount()
    {
        AccountExternalId = testAccountIdentifier,
        Name = "Test Customer Account",
        BillingAddressLine1 = "321 Test Drive",
        BillingAddressLine2 = "Suite 2",
        BillingAddressCity = "Testerland",
        BillingAddressState = "Test",
        StartDate = DateTime.Now,
        CustomFields = new Dictionary<string,string>() { {"Test Custom Field", "Test Custom Field Value 1" } }
    }
);
Console.WriteLine($"Received {accountResponse.StatusCode} creating account");

//Performs the same add/update for Accounts in ChurnZero but scales much larger (500 MB file size).
//A 200 response may be returned, but since the accounts are processed separately from the API request, an email notification will indicate the success/failure of the import.
//Custom fields need to be added via non-batch methods first.
var accountBatchResponse = await client.UpdateAccountsBatchAsync(
    new List<ChurnZeroAccount>() {
        new ChurnZeroAccount()
    {
        AccountExternalId = testAccountIdentifier,
        Name = "Test Customer Account",
        BillingAddressLine1 = "321 Test Drive",
        BillingAddressLine2 = "Suite 2",
        BillingAddressCity = "Testerland",
        BillingAddressState = "Test",
        StartDate = DateTime.Now,
        CustomFields = new Dictionary<string, string>() { { "Test Custom Field", "Test Custom Field Value 1" } }
    },
    new ChurnZeroAccount()
    {
        AccountExternalId = testAccountIdentifier2,
        Name = "Test Customer Account 2",
        BillingAddressLine1 = "123 Test Drive",
        BillingAddressLine2 = "Suite 3",
        BillingAddressCity = "Testerville",
        BillingAddressState = "Test",
        StartDate = DateTime.Now,
        CustomFields = new Dictionary<string, string>() { { "Test Custom Field", "Test Custom Field Value 2" } }
    },
    }, "testAccountImport"
);
Console.WriteLine($"Received {accountBatchResponse.StatusCode} account batch add/update");


//Creates your customer Account's Contact in ChurnZero or adjusts fields based on values supplied. Must have an Account created first.
var contactResponse = await client.UpdateContactsAsync(new ChurnZeroContact()
{
    AccountExternalId = testAccountIdentifier,
    ContactExternalId = testContactIdentifier,
    FirstName = "Sunny",
    LastName = "Tester",
    Email = "test@test.com",
    CustomFields = new Dictionary<string, string>() {{"Test Custom Field Value 1", "0"}}
});
Console.WriteLine($"Received {contactResponse.StatusCode} creating contact");


//Performs the same add/update for Contacts in ChurnZero but scales much larger (500 MB file size).
//A 200 response may be returned, but since the contacts are processed separately from the API request, an email notification will indicate the success/failure of the import.
//Custom fields need to be added via non-batch methods first.
var contactBatchResponse = await client.UpdateContactsBatchAsync(new List<ChurnZeroContact>()
{
    new ChurnZeroContact()
    {
        AccountExternalId = testAccountIdentifier,
        ContactExternalId = testContactIdentifier,
        FirstName = "Sunny",
        LastName = "Tester",
        Email = "test@test.com",
        CustomFields = new Dictionary<string, string>() {{"Test Custom Field Value 1", "0"}}
    },
    new ChurnZeroContact()
    {
        AccountExternalId = testAccountIdentifier2,
        ContactExternalId = testContactIdentifier2,
        FirstName = "Joe",
        LastName = "Tester",
        Email = "test@test.com",
        CustomFields = new Dictionary<string, string>() {{"Test Custom Field Value 1", "2"}}
    }
}, "testContactImport");
Console.WriteLine($"Received {contactBatchResponse.StatusCode} contact batch add/update");

//Increments numeric attributes of accounts and contacts.
var incrementResponse = await client.IncrementAttributesAsync(
    new ChurnZeroAttribute(testAccountIdentifier, StandardAccountFields.LicenseCount, "1"),
    new ChurnZeroAttribute("Test Custom Field Value 2", "5", EntityTypes.Contact, testAccountIdentifier,
        testContactIdentifier));
Console.WriteLine($"Received {incrementResponse.StatusCode} incrementing attributes");

//Creates events for a specific customer Account and Contact.
var eventResponse = await client.TrackEventsAsync(
    new ChurnZeroEvent()
    {
        AccountExternalId = testAccountIdentifier, //Required
        ContactExternalId = testContactIdentifier, //Required
        Description = "Test Description", //Optional, can vary with event and is visible when viewing the individual events.
        EventName = "Test Event Type", //Required, this becomes the display name of the event in ChurnZero.
        EventDate = DateTime.Now, //Optional
        Quantity = 5, //Optional

    },
    new ChurnZeroEvent()
    {
        AccountExternalId = testAccountIdentifier, 
        ContactExternalId = testContactIdentifier, 
        Description = "Test Description", 
        EventName = "Test Event Type 2", 
        EventDate = DateTime.Now, 
        Quantity = 5, 
    }
    );
Console.WriteLine($"Received {eventResponse.StatusCode} tracking event");

//Creates events like above, but in a batch/historical CSV upload.
//A 200 response may be returned, but since the events are processed separately from the API request, an email notification will indicate the success/failure of the import.
//Custom fields may need to be created in the ChurnZero Admin section prior to use.
var batchEventResponse = await client.TrackEventsBatchAsync(new List<ChurnZeroBatchEvent>()
{
    new ChurnZeroBatchEvent()
    {
        AccountExternalId = testAccountIdentifier2,
        ContactExternalId = testContactIdentifier2,
        Description = "Test Description via Batch",
        EventName = "Test Event Type 2",
        EventDate = DateTime.Now,
        Quantity = 500,
    },
    new ChurnZeroBatchEvent()
    {
        AccountExternalId = testAccountIdentifier2,
        ContactExternalId = testContactIdentifier2,
        Description = "Test Description via Batch",
        EventName = "Test Event Type 2",
        EventDate = DateTime.Now,
        Quantity = 500,
        CustomFields = new Dictionary<string, string>() { {"Test Custom Field Display Value", "1"}}
    },
}, "testBatchEvents");
Console.WriteLine($"Received {batchEventResponse.StatusCode} for batch events");


//Creates time in app tracking for a specific Account and Contact
var timeInAppResponse = await client.TrackTimeInAppsAsync(
    new ChurnZeroTimeInApp(testAccountIdentifier, testContactIdentifier, DateTime.Now.AddHours(-1), DateTime.Now),
    new ChurnZeroTimeInApp(testAccountIdentifier, testContactIdentifier, DateTime.Now.AddHours(-1), DateTime.Now,
        "Test Module")
);
Console.WriteLine($"Received {timeInAppResponse.StatusCode} tracking time in app");

Running the sample project locally

See README.md in sample Console project. For dependency injection, see README.md in Web API sample.