Contractor List APIs Reconcile and Retain Agency-Entered Data

The contractor list API changes allow the existing license import tool in Permitting to bring external contractor license data into the contractor list while retaining classification, bond-related, and insurance records maintained by the agency. Agencies can continue to use the existing batch upload functionality and the online call to the external licensing body to update the contractor license list.

Enhanced contractor APIs to allow existing license import tool to preserve insurance, bonds and other information maintained by the agency.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The contractor list APIs have been changed to reconcile whether to update the contractor license classifications, contractor bonds, other bonds or insurances from an external licensing body such as CSLB or a data file. This is achieved by matching on keys identifying the record. All contractor license records have the following key fields:

  • License setup code
  • License number
  • License type

In addition, there are additional keys to match and reconcile the incoming data on the following rows:

  • For classifications rows, the classification code is used to match and reconcile the incoming data.
  • For contractor bonds and other bonds, the policy number is used to match and reconcile the incoming data.   
  • For worker's compensation/insurance rows, the insurance type, policy number and exempt fields are used to reconcile the incoming data.

Changing the key fields such as insurance type or policy number will result in a newly created record.  Users will have to manually remove records not matching the incoming data load or third-party system of record.

When there is an exact match with the data in the system and the API, the data from the APIs will overwrite the records.

Rows not matching on the respective key fields for each identified rows above will not be updated, thereby preserving any rows maintained by the agency.

Key Resources