Why do you need to generate an API key?
An API key allows secure data integration between the system and your company's data, enabling you to view consolidated customer information, reports such as profit and loss statements, and balance sheets. Generating an API key ensures that your financial data is safely accessed and managed.
How to Generate an API Key?
1. Click on your profile picture and select My Profile
2. Click on Security
3. Click on API Key
4. Click on Generate API Key
5. Enter a name for the API Key
6. Click on Confirm
7. Click on Copy API Key
(You can send the copied API key to the relevant person for data integration purposes.)
8. Click on close
9. You will see the name of the API key you created and the access date if it has been accessed.
(You may click Revoke when the API Key is no longer needed.)
Related Guides on Consolidated Management
- To set up companies on consolidated management, please refer to: How to Set Up Companies on Consolidated Management
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