Best Practices

To ensure smooth data integration and performance, we recommend following these guidelines when using the Leanmote API:

Integration Flow

1. Fetch Organization Info First:
   • Use GET /api/v1/organizations to obtain the organization_id needed for all subsequent operations.
2. Create Projects Before Tasks:
   • Use POST /api/v1/projects to ensure each project exists before adding tasks to it.
3. Define Statuses Before Creating Tasks:
   • Use POST /api/v1/projects/{project_id}/statuses to define the complete workflow for a project.
4. Insert Tasks:
   • Use POST /api/v1/tasks after setting up projects and statuses.
5. Insert Status Logs Chronologically:
   • Use POST /api/v1/tasks/{task_id}/status-logs and send logs in the correct date order for accurate cycle time and flow tracking.

Real-Time Sync & Updates

• 🔄 Only send updated entities: Avoid sending unchanged data repeatedly.
• ✅ Validate references before syncing: Ensure that project, status, and task IDs exist before referencing them.
• 👁️ Monitor for duplicates: While duplicates are automatically detected, avoiding them improves performance and clarity.

Optimization Tips

• 📦 Use batch operations: Send data in arrays to minimize API calls and improve performance.
• 📅 Validate date formats: Always use valid UTC datetime strings.
• ⚠️ Handle warnings: Pay attention to response messages and warnings to prevent silent errors.

Following these best practices will help ensure robust and scalable integrations with Leanmote’s platform.