The Dialpad WFM API enables you to export scheduling and workforce data directly into analytics tools, allowing seamless integration with other data sources for in-depth reporting. You can automate timesheet exports to your billing system, making it easier to manage payroll and gain insights by combining WFM metrics with other business data.
WFM data is now available via API for both schedule data and agent performance data, with different access methods depending on whether you're a Dialpad customer or a standalone customer.
Let's dive into the details.
What is an API?
An API is like a menu at a restaurant. It tells different computer programs how to ask for things from each other. Just like you use a menu to order food, programs use an API to request information or actions from other programs.
The API explains what you can ask for, how to ask for it, and what kind of answer you'll get back.
What data can I get from the Dialpad WFM API?
Dialpad WFM's APIs provide you with access to the following information.
Schedule Data
Schedule data is available via the legacy Surfboard API for both Dialpad and standalone customers.
Note: You'll notice that the API name is Surfboard. This is because Dialpad acquired Surfboard, and API updates take time.
Performance Data
Performance data can be pulled by activity and by agent.
- Activity metrics - performance metrics broken down per activity
- Agent metrics - performance metrics broken down per agent
For Dialpad Customers, API access is available through the Dialpad API.
Dialpad API documentation
For Standalone Dialpad WFM (and legacy Surfboard customers), API access is available through the legacy Surfboard API.
How can I connect to the Dialpad WFM API?
To access the Dialpad WFM API, reach out to your Customer Success Manager, who will provide you with a secure access token.
This token should be included in any requests you make to Dialpad WFM's API in the Authorization header in 'bearer token' format, like so:
curl 'https://api.teamsurfboard.com/...' \ -H 'Authorization: Bearer ...'
API requests without authentication will fail.
How do I use the API?
If you are unfamiliar with APIs we recommend reaching out to your IT or engineering team for support.
Zapier has a helpful guide to understanding the basics of APIs and how to use them.
Dialpad has a full suite of APIs, head to our Developer Docs for more information.
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