Generating your API Token
1. To get started, open your User Profile form the top right corner of your screen.
2. Once your User Profile is open you can confirm you have API access based on whether or not you have the API Token tab available.
3. If the API Token tab is not available you will need your Company Administrator to add the Data Integrations Role to your account.
4. Next, navigate to the API Token tab and select the Generate API Token button.
5. A pop-up will open prompting you to enter your platform password to proceed with the API Token generation.
6. After your password has been accepted you will receive confirmation that your API Token has been successfully generated, and a reminder that the token will only be visible once.
7. Ensure you copy/paste your API token while it is visible. If you do not copy/paste and save your API Token somewhere after generating it you will need to repeat the process later to generate a new token.
8. As soon as you have closed out of your User Profile your token will no longer be visible. The token can revoked and regenerated at anytime, and will expire 365 days after generation.