When you want to set up an integration for several debtors from an accountant product we advise to create master accountant login.
This article will explain first how to create a login and then how the user can get an API-token. The API token should be added in the Live environment. You can skip the first part and start at How to get an API token? if an account for the API token already exists. If you wish to use the API on Sandbox, you still need to add the token in the Live environment and the token will be valid in Sandbox the next day.
How to create a login for Accountant product?
1. Go to master settings and navigate to Logins in Users section.
2. Create a new account with a template from Master Accountant.
Note: the dashlet rights of an user have no influence on the API rights. This user can still have acces to all API methods on Employee, Company, Debtor and Single Sign On Service.
3. Send the activation email. The user will receive an activation email where he can set up a password for his login.
4. Depending on the filter settings the user will have API acces to selected debtors. For more information about filter settings see Debiteuren tags aanmaken.
To set up the integration the user has to login to his account and get an API token.
How to get an API token?
Only users of Master Accountant template from Accountant product or Master Bedrijfslogin/Client from Business product have the option to do this action.
Click on your Email address in the upper right corner and choose 'User profile'.
Click to activate the API account.
Save or copy the username (Email) and token. You are ready to start building the integration. Please go to https://api.nmbrs.nl to see which operations are supported by our API.
API token for a client login
It is possible to add an API token to an existing user account on debtor level, such as a client login. This can be viewed and activated in the Client login settings on debtor level.