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CA Office Automation REST API Documentation

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Secure Auth RESTful API JSON Responses

 ·  By CAOA Technical Team  ·  Capterra Verified

Overview

Explore our comprehensive API documentation to discover the various endpoints, methods, and parameters available for integrating with our platform. The documentation provides detailed information and examples to help you understand and utilize the API effectively in your custom solutions.

All API requests require authentication headers. You will receive your caoa_keys and caoa_seckey credentials from the CAOA technical team upon onboarding. Keep these credentials secure and never expose them on the client side. For general HTTP header conventions, see MDN HTTP Headers reference. For HTTP status code meanings, see MDN HTTP Status Codes.

Looking to explore the full platform? See our 8+ practice management modules, SaaS services, or pricing plans.

Base URL
api.caoasoftware.com
Response Format
JSON
Authentication
Header-based Keys
Protocol
HTTPS only
GET

Get a Client List from CAOA

Retrieve a full list of clients associated with your CAOA account. Returns an array of client objects with all profile fields.

Endpoint URL
GET https://api.caoasoftware.com/api/GClient/getClients
Request Headers
Header Type Required Description
caoa_keys string Required Your unique API key provided by the CAOA technical team.
caoa_seckey string Required Your unique secret key provided by the CAOA technical team.
Code Example

Replace caoa_keys and caoa_seckey in the example below with your actual credentials received from the CAOA technical team.

Node.js
var request = require('request');

var options = {
  'method': 'GET',
  'url': 'https://api.caoasoftware.com/api/GClient/getClients',
  'headers': {
    'caoa_keys':    'YOUR_CAOA_KEY',
    'caoa_seckey': 'YOUR_CAOA_SECKEY'
  }
};

request(options, function (error, response) {
  if (error) throw new Error(error);
  console.log(response.body);
});
Responses
200 OK
JSON Response
[
  {
    "id":              4,
    "cl_name":       "ca office automation",
    "cl_code":       "cl01",
    "cl_group":      "General",
    "cl_itstatus":   "Private Limited",
    "cl_mastypes":   "Client",
    "cl_submaster":  "",
    "cl_address":    "Iscon Ambali Road, Ambali",
    "cl_country":    "India",
    "cl_state":      "Gujarat",
    "cl_city":       "Ahmedabad",
    "cl_postalcode": "380058",
    "cl_email":      "xyz@gmail.com",
    "cl_mobile":     "0000000000",
    "cl_Finyear":    "April-March",
    "cl_currency":   "INR",
    "cl_panno":      "abc.....",
    "cl_gstin":      "",
    "cl_aadhar":     "",
    "cl_birthdate":  "",
    "cl_status":     "Active",
    "cl_description": ""
  },
  {
    "id":              5,
    "cl_name":       "abc pvt ltd",
    "cl_code":       "abc",
    "cl_group":      "General",
    "cl_itstatus":   "LLP",
    "cl_mastypes":   "Client",
    "cl_submaster":  "ACC",
    "cl_address":    "Bopal, Ahmedabad",
    "cl_country":    "India",
    "cl_state":      "Gujarat",
    "cl_city":       "Ahmedabad",
    "cl_postalcode": "380054",
    "cl_email":      "abc@gmail.com",
    "cl_mobile":     "9999999999",
    "cl_Finyear":    "January-December",
    "cl_currency":   "USD",
    "cl_panno":      "xxxxxxxx",
    "cl_gstin":      "",
    "cl_aadhar":     "",
    "cl_birthdate":  "22-10-1986",
    "cl_status":     "Active",
    "cl_description": ""
  }
]
200 OK — Empty

Returned when the request is valid but no clients exist in your account yet.

JSON Response
[]
400 Bad Request

Returned when authentication headers are missing, invalid, or the request is malformed. Verify that your caoa_keys and caoa_seckey are correct.

Common causes: Invalid or expired API keys, incorrect header names, or missing authentication headers. Contact the CAOA technical team to regenerate your credentials if the issue persists.

Response Fields Reference

Description of all fields returned in the client object.

Field Type Description
idintegerUnique client identifier
cl_namestringFull name of the client
cl_codestringShort client code for identification
cl_groupstringClient group category
cl_itstatusstringIT/legal entity status (e.g. Private Limited, LLP)
cl_mastypesstringMaster type classification
cl_submasterstringSub-master classification
cl_addressstringRegistered address
cl_countrystringCountry
cl_statestringState / Province
cl_citystringCity
cl_postalcodestringPostal / ZIP code
cl_emailstringPrimary email address
cl_mobilestringMobile phone number
cl_FinyearstringFinancial year period (e.g. April-March)
cl_currencystringPreferred currency code (e.g. INR, USD)
cl_pannostringPAN number
cl_gstinstringGST identification number
cl_aadharstringAadhaar number
cl_birthdatestringDate of birth (DD-MM-YYYY)
cl_statusstringClient status — Active or Inactive
cl_descriptionstringOptional notes or description

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Our dedicated engineering and support teams are committed to assisting you with any API-related issues you may encounter. Whether you have questions, need technical guidance, or require troubleshooting assistance, our knowledgeable experts are readily available to provide timely and effective solutions, ensuring a smooth and seamless experience with our API.

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