Summary
Learn how to extract data from Box+Dice using the API, store it locally, and keep it up to date by requesting only new or updated records at regular intervals.
The Box+Dice API allows third‑party systems to extract CRM data for use in websites, applications, and integrations.
Rather than querying the API every time data is needed, third parties should store the data locally and refresh it periodically. This approach improves performance, reduces API load, and ensures a consistent user experience.
Request all records via the Endpoints. Store it in their local store and use it to reference data.
Frequently query the Box+Dice API for any updates or new data, which can be used to update their local storage.
Third parties will need to extract the data they retrieve from our API and store it in their own system — for example, in a local database. This allows them to process and display the information on their website efficiently.
After the initial data load, systems should be configured to query the Box+Dice API periodically (for example, hourly or at another suitable interval) to retrieve any new or updated records. These updates can then be applied to the local data store, ensuring the information remains current without repeatedly requesting unchanged data.
Once stored locally, the data can be exposed to websites or applications through the third party’s own API, a plugin, or another integration method.
Importantly, third parties should avoid requesting all records on every sync. Requesting only updated or new information reduces API load, improves performance, and supports a more scalable integration.