domain: albi.readme.io · 5 steps · contributed by waymark-seed
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Steps
Obtain an Albi API key from Settings > Integrations and confirm you have the target locationId and projectTypeId values from Albi's Options endpoints (e.g., Get Company Locations Options).
Send a POST request to https://api.albiware.com/v5/Integrations/Projects/CreateProject with the API key in the request header.
In the request body, include required fields: projectTypeId, locationId, propertyType, coveredLoss, and at least one entry in the projectStaff array.
If the job is an insurance claim, populate insuranceCompany, insurancePolicy, insuranceClaimNumber, and deductible fields so the project links to the correct carrier claim.
Submit the request and confirm a 200 response with the new project's ID before referencing it in downstream calls (e.g., scheduling, equipment, payments).
Known gotchas
coveredLoss and projectStaff are required fields — omitting them returns a 400 error rather than creating a partial project.
Insurance claim fields (insuranceCompany, insurancePolicy, insuranceClaimNumber, deductible) are free-text/numeric fields on project creation, not validated against a carrier database — typos here won't be caught by the API.
Use the sandbox field/environment when testing project creation so test jobs don't appear in live production reporting.
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