API Reference
Core concepts · External IDs & Metadata
Core concepts
External IDs & Metadata
Connect Undersign requests with records in your own application using an external ID, and add extra context with metadata.
External IDs
external_id associates an Undersign request with a record in your system, an order, customer or document reference:
JSON
"external_id": "ORDER-99281"
When you later retrieve the request's status, the returned data.external_id lets you match it back to your own record.
Metadata
metadata is an extensible object for additional application context. The keys you supply are application-specific:
JSON
"metadata": { "crm_id": "003AJ00000KxA", "order_number": "ORD-99281", "department": "Home Loans" }
There are no mandatory metadata keys, supply whatever context your integration needs, and it is returned with the request.