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Validis API is dedicated to empowering developers like you to harness the potential of financial data. Our developer portal is your gateway to a world of APIs, tools, and resources designed to simplify financial data integration and analysis.

Our APIs give the foundation you require, whether you're creating a ground-breaking financial software or looking to improve your present applications. We have you covered for everything from connecting to accounting packages to receiving detailed financial information and reports.

**Request API access:** 1. [Contact us](https://www.validis.com/docs-contact/) to discuss your needs and get access to the Validis portal. 2. Once we've received your request, our team will get in touch with next steps. This would include guiding you through the onboarding process and getting your API keys. 3. In the meantime, explore our [API documentation](https://docs.validis.com/docs/validis-api/6027c61e2eae8-authentication-api) to understand how our financial data APIs work. The documentation provides detailed information on each endpoint, including request parameters and response formats. > 💡 For existing clients, you can find your API Key in the integration module of your Validis portal. ![integrations_screenshot](https://www.validis.com/wp-content/uploads/2023/10/integrations-screenshot.png)
**Make Your First API Call:** - Once you receive your API key from our support team, you're ready to start making API calls. - In your API requests, include your API key in the request headers to generate an [authentication token](https://docs.validis.com/docs/validis-api/4f258390ecab9-get-access-token-and-client-id).
You'll need to generate an authentication token to securely access our endpoints and to know your clientId. Refer to the [documentation](https://validis.stoplight.io/docs/validis-api/6027c61e2eae8-authentication-api) for specific authentication instructions. **Congratulations!** You're now on your way to leveraging our powerful financial data APIs. If you have any questions or need assistance at any point, our team is here to help. You can access supoprt through the portal. Happy coding!
------- To get you started quickly and integrate with our services effortlessly, we offer Postman collections for our APIs. Follow the steps below to download and use the collection that best fits your needs. 1. **Download Your API Version**: click on the version of API to download the corresponding Postman collection - [V1](https://www.validis.com/wp-content/uploads/2023/10/validis_postman.zip) - [V2](https://www.validis.com/wp-content/uploads/2024/02/validis_postman_v2.zip) 2. **Import Into Postman**: unzip the downloaded file and follow the steps below to import the collection into your Postman app - Open Postman and navigate to the "Collections" tab on the left navigation pane - Click on the "Import" button - Select the "collections" folder from the unzipped folder on your computer and click 'Open' to import it into Postman. [Learn More](https://learning.postman.com/docs/getting-started/importing-and-exporting/importing-data/) 3. **Import Environment Variables**: follow the steps below to import the Sandbox environment variables into your Postman app - Open Postman and navigate to the "Environments" tab on the left navigation pane - Click on the "Import" button - Choose the JSON file with the name "Validis-Sandbox-environment" or similar from the unzipped folder in your computer and click 'Open' to import it into Postman - Select the set active icon ☑ next to the imported environment to make it the active environment - Populate the variables with required values (i.e. apiKey, clientId, etc.) and click on "save" by the top right corner. [Learn More](https://learning.postman.com/docs/sending-requests/environments/environment-variables/) You're all set to explore and test our API endpoints using the imported Postman collection and environment properties.
------- ![Authentication API](https://www.validis.com/wp-content/uploads/2023/10/auth-api.png) Securely [authenticate](https://docs.validis.com/docs/validis-api/4f258390ecab9-get-access-token-and-client-id) and authorize access to our APIs for enhanced data protection. This allows you to request a JSON Web Token (JWT) which can be used to authenticate API requests and to retrieve the Client ID that will be required for subsequent API requests. ![Companies API](https://www.validis.com/wp-content/uploads/2023/10/Companies-API.png) The [Companies](https://docs.validis.com/docs/validis-api/392c3608f0633-companies-api) category of our APIs empowers you to seamlessly manage and interact with engagement and client data while providing access to vital financial information. Explore the comprehensive capabilities of this category: - **Engagement Management (CRUD)**: Create, Read, Update, and Delete engagement and client profiles effortlessly. Streamline the management of your client base with intuitive APIs designed to meet your administrative needs. - **Financial Data Access**: Gain direct access to a treasure trove of financial data associated with engagements and clients. The Companies category provides a robust set of tools for managing your client/engagement portfolio. Whether you need to create new client profiles, or update existing data, these APIs are designed to simplify your workflow and unlock the potential of your applications. ***Unlock the power of financial data management with our Companies APIs and elevate your applications to new heights.*** ![Connections API](https://www.validis.com/wp-content/uploads/2023/10/connections-api.png) Easily integrate your applications with a variety of accounting packages using the Validis API's [Connections](https://docs.validis.com/docs/validis-api/34f494fa0feba-connections-api) category. Discover the extensive capabilities within this category: - **Access to Connectors**: Seamlessly connect to popular accounting packages, including Sage, Xero, QuickBooks, and more. Access their data securely to enhance your financial applications. - **Uploads Management (CRUD)**: Take full control of your data uploads with Create, Read, Update, and Delete (CRUD) functionalities. Effortlessly manage your connectors through intuitive APIs, streamlining your financial decision-making processes. The Connections API category empowers you to effortlessly bridge the gap between your applications, and accounting packages. Whether you're seeking to access financial data from trusted sources or manage your uploads seamlessly, these APIs provide the tools you need to optimize your financial workflows. ***Unlock the potential of data integration with our Connections APIs and elevate the capabilities of your financial applications.*** ![Accounting API](https://www.validis.com/wp-content/uploads/2023/10/accounting-api.png) Unlock the power of financial data management and analysis with our [Accounting](https://docs.validis.com/docs/validis-api/133b13c3cfe82-accounting-api) API category. These endpoints give you access to a variety of granular reports containing all of the transactions associated with an upload. The Accounting API category equips you with the tools needed to manage, analyse, and report on financial data effectively. Whether you're looking to track accounts, assess financial performance, or streamline accounts receivable and payable processes, these APIs are designed to empower your financial applications. ***Elevate your financial data analysis and reporting capabilities with our Accounting APIs, ensuring your applications deliver the financial insights that matter most.*** ![Reports API](https://www.validis.com/wp-content/uploads/2023/10/reports-api.png) Gain valuable insights into your financial data with our [Reports](https://docs.validis.com/docs/validis-api/3e346e7951406-reports-api) API category. Explore the versatile capabilities of this category, designed to provide you with granular transaction reports: - **Report Generation**: Access detailed transaction reports containing a wealth of information related to each financial transaction. These reports offer granular insights into your data. - **Multiple Formats**: Choose the format that suits your needs - our reports can be provided in either JSON or CSV. Select the format that best integrates with your systems and workflows. The Reports API category equips you with the tools needed to extract, customize, and analyse your financial transaction data. Whether you require transaction reports in JSON or CSV format, these APIs offer the flexibility and granularity required for insightful financial analysis. ***Unlock the potential of your financial data with our Reports APIs, ensuring you have the insights you need, in the format you prefer, to make informed decisions.*** ![Platform API](https://www.validis.com/wp-content/uploads/2023/10/platform-api.png) Empower your financial platform with our [Platform](https://docs.validis.com/docs/validis-api/bd3cd59fdbafe-platform-api) API category. The Platforms API category provides you with essential tools for efficient user management and engagement. Whether you need to invite users, oversee all users, or automate upload reminders, these APIs are designed to enhance the functionality of your financial platform. ***Elevate your financial platform's user management and engagement capabilities with our Platforms APIs, ensuring a seamless experience for your users.***
----- **Environments** Region | Url | Description ---|----|--------- Mock | https://stoplight.io/mocks/validis/validis-api/ | An interactive server to test API calls in a controlled environment without affecting live data. Sandbox | https://api.sandbox.validis.com/v1 | Non-production environment to test our use cases. This only works for fully onboarded clients with valid test credentials (E.g. APIKey)
**NB** Rate limiting applies United Kingdom | https://api.uk.validis.com/ | UK production envrionment United States | https://api.us.validis.com/ | US production envrionment Canada | https://api.ca.validis.com/ | Canada production envrionment Australia | https://api.au.validis.com/ | Australia production envrionment
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