URL to see client details in the app

Handy can integrate your client's personalized information inside the app, feeding from external systems, like from your ERP.

Some of our clients use this integration strategy to show things like:

• Overdue invoices
• Balances and credits
• Order history
• Sold and unsold products

This allows you to display a web view (HTML) within the mobile app, which is loaded in real time from a URL you specify.

The URL must be a service that you develop and that, by receiving the customer code as a parameter in the URL, displays the corresponding customer data. The HTTP method to be used is GET.

During a visit, Handy will display a button on the visit card that allows viewing customer information, which will be loaded from a URL previously defined by the administrator user.

The URL must open a web page in HTML format, and it will use as parameters the user who performs the visit, as well as the client that is being visited.

The URL can be set in the company's Settings, in the Integrations module:

For example:

https://myusername:mypassword@www.mycompany.com/clients?

username=user@handy.us&client=CL001

Even though users may be able to zoom in on the HTML web view, we recommend making the HTML responsive for a better user experience. You can use Bootstrap to make a responsive HTML.

Safe web service with Basic Authentication

Handy recommends using Basic Authentication for safety reasons. It can protect your web service so that it's not public, and it requires certain credentials to use it. To implement this, you'll need to implement the username and password into the URL.

Remember that using Basic Authentication without HTTPS is unsafe. Make sure you enable a safety certification for your URL. You can use Let's encrypt to protect your URL with HTTPS for free.

Example:

https://myusername:mypassword@www.mycompany.com/clients?

username=user1@handy.us&client=CL001

This way, your web page can be customized by user and client.

The user can visualize the URL's content from the Handy app by clicking the "Info" button in the client screen during a visit.

Send us a message in the chat if you have any questions!

Updated on: 01/30/2026