Advanced Financials has a RESTful API that allows you to set up seamless integrations with your other business applications, enabling automated interactions and saving your business time by reducing duplicated effort updating multiple systems. The Financials API can be used, for example, to automate the creation of new customers in Advanced Financials based on updates in your CRM system, such as HubSpot or Salesforce.
To call the Advanced Financials API and add a new customer, you need to get an OAuth2 bearer token and include this with your http requests to the API. You can get these tokens by creating API clients in MyWorkplace, then assigning the appropriate permissions in Advanced Financials.
This guide takes you through the steps to set up a new API client for an integration with Advanced Financials.
You will need to be a Customer admin in MyWorkplace and have permissions to create users in Advanced Financials in order to complete these steps.
Creating a new API client
Open the API clients page and click on the + Add client button at the top right.
Complete the Name, Type, Grant types, and Owner email fields and click Add.
We are using the Client Credentials grant type in these steps as it's easier to set up. You can choose to use Authorization Code Flow with PKCE for Advanced Financials. You can read more about grant types in this article.
Make sure you save the Client Secret somewhere safe as it will not be possible to retrieve it later. This is as important as a password so should be handled with the same level of security.
Copy the Client Id for the next step.
Head to Advanced Financials and create a new user for the integration. You will need to complete these mandatory fields:
User ID - something related to the integration (e.g. SFORCE for Salesforce) User Alias - paste the Client Id from the API client you just created in step 3 Description - e.g. Salesforce integration Menu - CMAIN Company - select your live company code (this would be 03 unless changed in implementation) Environment Group - CLOUD Language code - 00 Security Group - Non-Company - STD Security Group - Company - STD Security Group - Report - STD Security Group - Report Company - STDAs a default, we recommend choosing the STD (standard) security group. You may wish to create different security groups to control the permissions. You can use this to limit what a client can do.
Calling the API
Using an API client such as Postman, request an 0Auth2 API token using the information from the API Client you created and use this bearer token to call the Advanced Financials API. You will need the following:
Client Id
Client Secret
Token URL
A simple test is getting the details for the company you are using.
You will need to insert your own <system> which is the unique system id for your system and replace the XX with the company code you would like to get the details for.
If you are using Postman, you should get a response like the one shown below:
If you receive a 401 or 403 status code the configuration is wrong. Please contact our Support team for assistance.
Updated
by Katy Harrison
