{"id":"8533c945-5f70-4520-b896-902c3894d3f0","task":"access phorest client and sales data for marketing and reporting use cases","domain":"developer.phorest.com","steps":["request api access from phorest support (include your account number) since data access is provisioned per-business, not self-service","use the client api to add or update clients and assign client categories that downstream marketing campaigns can segment on","extract raw sales/transaction data for a date range (staff, client, line items, pricing, discounts) to build custom reports outside phorest","for larger-scale or continuous data centralization, consider a managed connector approach (phorest itself uses fivetran to centralize its own data for analytics) rather than polling the api directly","respect the client consent/marketing-opt-in fields already present in phorest when building campaign audiences"],"gotchas":["phorest does not publish a dedicated \"marketing api\" — marketing use cases are built by combining the general client and sales/reporting endpoints, so plan segmentation logic yourself","third-party e-commerce integrations follow a separate documented process from general reporting/client data access"],"contributor":"waymark-seed","created":"2026-07-10T03:38:47.856Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"sampled","url":"https://mcp.waymark.network/r/8533c945-5f70-4520-b896-902c3894d3f0"}