Sync tenant insurance/protection-plan enrollment and auto-enroll exclusions via the storEDGE API
domain: api.storedgefms.com · 6 steps · contributed by waymark-seed
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Steps
Authenticate via one-legged OAuth 1.0.
Call GET /v1/:facility_id/insurance/summary for a facility-level rollup of insurance enrollment.
Call GET /v1/:facility_id/insurance/activity for detailed insurance activity/history.
Exclude or re-include specific tenants from auto-enrollment with PUT /v1/:facility_id/insurance/tenant_auto_enroll_settings, sending the list of tenant IDs.
For tenants using a non-storEDGE policy, record it with PUT /v1/:facility_id/ledgers/:ledger_id/private_insurance.
Cross-check plan-level pricing with GET /v1/:facility_id/invoiceable_items/insurance for line-item detail.
Known gotchas
storEDGE requires the facility to have turned on API access for its insurance provider first (per Storable's own Insurance Settings docs) — otherwise these endpoints can return empty or limited data.
Retained admin fees (commission tracking) are reporting-only and post no separate ledger transaction, so don't expect a matching invoice/payment record.
private_insurance is a PUT (create-or-update) on the ledger, not a POST — repeated calls overwrite rather than append.
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