Incrementally sync client and patient records from Provet Cloud using delta polling and custom fields
domain: developers.provetcloud.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Store a timestamp before each sync run and query GET /api/0.1/client/?modified__gte=<last_sync_timestamp> on the next run to fetch only changed clients
Fetch patients for changed clients via GET /api/0.1/patient/?client__is=<id>&modified__gte=<last_sync_timestamp>, or poll patients independently on the same timestamp
Treat archived=true as Provet Cloud's soft-delete signal, since records are never hard-deleted via the API
Discover clinic-specific custom fields via GET /api/0.1/custom_fields/, then read/write values through the fields_rel array on client/patient records (or the nested custom_field_values endpoints)
For ambiguous name searches (person vs. company), add filter_type=or to search firstname, lastname, and organization_name together
Prefer subscribing to the Client/Patient webhook triggers over polling once your integration is stable
Known gotchas
species and breed must be posted as the numeric id from GET /api/0.1/codelist/species//breeds/, not the human-readable display name Provet returns on read
Posting to the nested custom_field_values endpoint updates an existing value rather than erroring if one is already set for that field
The default filter combination is AND - you must explicitly add filter_type=or to search across name fields with OR logic
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