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API Profiles: how to set up a User or CRM API

 

 

Control > Settings > API Profiles

 

API profiles allow you to manage and regulate API Profiles per Zone, for integrations with third party solutions.

 

You can choose to utilize the User API and/or the CRM API.

3rd party access

If you have a 3rd party developer who needs to access the API, make sure to:

  • set up the User or CRM API
  • share with the developer the generated Key and Secret
  • let them know which API methods are allowed
  • share with the developer any other API details that are set in the profile

You can also share the help information detailed in Step 3.

 

If the developer needs to use the Test Tool detailed in Step 4, this will be at your own discretion.

Adding the API Profile

Control > Settings > API Profiles > (Add/Edit)

 

Click on the Add button:

 

 

- and fill out the necessary fields.

 

Fields:

  • Name: Enter the Name that you wish to call this API Profile
  • Allow CRM API Access: Tick this box to allow CRM API access
  • Allow User API Access: Tick this box to allow User API access
  • Zone: Select the Zone where this API will apply
  • Allowed IPs: Enter a comma separated list of allowed IP addresses
  • API Contact: Select who will be set as content creator
  • Allowed Security Groups: Select one or more user security groups who can authenticate through this API (i.e. the end users)
  • Allowed API Methods: Select the functions / methods this API call will be able to access
  • Token Expiration Period: Enter the number of days, between 1-60 days, for the token to expire. Users will need to re-authenticate after this period. Default is 15 days (Note: Increasing the period will increase the security risk and may impact on performance of the site)
  • Return Content Security Rights: Select to return the Content Security Right codes for a user (Note, if ticked, there may be performance and security implications)
  • Active: Tick this box to make this API profile active

 

API Profile User Help

Control > Settings > API Profiles > API Profile User Help

 

If you need further information regarding the User API then please consult the API Profile User Help screen.

 

Here you will find information regarding:

  • Security
  • Signature Calculations
  • Example Error Responses
  • Example POST and GET methods for returning and writing data

 

API Profile User Test Tool

Control > Settings > API Profiles > API Profile > API Profile User Test Tool

 

You also have at your disposal the API Profile User Test Tool.

 

This screen help you test your GET, PUT, POST and DELETE methods:

 

 

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Product Version

Version 9.0.7.4
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