WORKFLOW GUIDE

API access

Build an integration around the operations and permissions actually available.

Essential steps

  1. 01

    Confirm required endpoints, plan and permissions.

  2. 02

    Create a key with minimum permissions and store it securely.

  3. 03

    Test with suitable data and revoke unused keys.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Settings and integrations