Quickstart
This quickstart gets you up and running with the Umbra ERP API. We will cover how to authenticate and make your first request to retrieve sales quotes.
Log in to the Umbra ERP dashboard at umbraerp.com to manage your account. API access is available to all authenticated users.
Install your preferred HTTP client
Umbra ERP provides a simple REST API. You can use any HTTP client in any language. Here are some options:
# cURL is most likely already installed on your machine
curl --version
Making your first API request
First, authenticate to get a JWT token, then use it to list sales quotes.
# Step 1: Get your access token
TOKEN=$(curl -s -X POST https://api.umbraerp.com/v1/auth/login \
-H "Content-Type: application/json" \
-d '{"email": "user@example.com", "password": "your_password"}' \
| jq -r '.accessToken')
# Step 2: List sales quotes
curl https://api.umbraerp.com/v1/sales/quotes \
-H "Authorization: Bearer $TOKEN"
Try it without leaving the docs
Throughout these docs you will find interactive "Try it" panels that run live against the Umbra ERP staging sandbox (staging.umbraerp.com). Sign in once on the Authentication page with a staging account; the access token you get back is kept in your browser session and attached automatically to the read-only panels on the resource pages, so you can list your products, leads, invoices, quotes, employees, and loyalty data with a single click. Never enter production or personal credentials.
The interactive panels only ever run read-only list requests plus the sign-in call, always against staging. Your token is sent only to this site's server proxy, is never logged, and is cleared when you close the browser.
What's next?
After your first call, explore these sections:
- Authentication -- Learn about JWT token management
- Sales & Invoicing -- Manage quotes, invoices, and the sales pipeline
- CRM -- Manage leads and customer relationships
- Webhooks -- Receive real-time event notifications