Our API is built with an end to end solution in mind. It is designed to manage recruiting projects from creation to participant payment. With that in mind we’ve found some use cases where partners still elect to take some actions via API and others through our Researcher Platform UI. While the goal of this API is to provide very similar capabilities to our Researcher Platform UI, there are some differences in behaviors that limit what actions can happen across API and our platform UI. These limitations are largely dictated by the methodology type given the different functions each has.

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Moderated projects

Projects where methodology = oneOnOne, focusGroup, inRespondentHome, or inRespondentOffice are considered moderated projects and require scheduling to interact with a participant. These project types have the most restrictive in their interoperability between API and Researcher Platform:
  • Moderated projects drafted or published via public API cannot be edited on the Researcher Platform.
    • The API required a bookingURL that is not compatible with the native booking system and instead requires API users to supply their own means of scheduling.
  • Moderated projects drafted or published via public API will not have access to scheduling on the Researcher Platform.
    • API create projects require their own scheduling tool
  • Moderated projects drafted or published via public API cannot invite or otherwise status participants on the Researcher Platform.
    • Since our Researcher Platform is depended on the native scheduling functionality at this time, it will override API designated bookingURLs.

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Unmoderated projects

Projects where methodology = unmoderatedStudy, survey, or diaryStudy are considered unmoderated projects and have fewer dependencies across API and the Researcher Platform.
  • Unmoderated projects drafted or published via public API can be edited on the Researcher Platform.

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All methodologies

While we recommend using /v1/projects/{projectId}/copy when needing to copy projects, it is technically possible to copy any API created projects on the Researcher Platform, they do however remain “API” projects with an externalResearcher object.