Retrieve association documents such as budgets and statements via the CINC Systems API
domain: cincapidocumentation.netlify.app · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Obtain a bearer token via the CINC Systems OAuth2 client credentials flow
Call GET https://yourcustomerdatabase.cincsys.com/api/management/{mgmtId}/documentIds with required startDate, endDate, and type parameters
Select a document type such as Budget, Collection Reports, Statement Files, or Welcome Letter from the documented type list
Retrieve the returned FileId values, then call GET https://yourcustomerdatabase.cincsys.com/api/management/{mgmtId}/documents/{fileId} to download each file
Cache FileId-to-Description mappings locally to avoid re-listing documents you have already downloaded
Known gotchas
startDate, endDate, and type are all required on the listing call; there is no documented way to list all documents without a date range and type filter
Document retrieval is a two-step flow (list IDs, then fetch each file by ID) rather than a single combined download call
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