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Developer Portal Guide
Developer Portal Guide

Access Trovata's powerful APIs via the Dev Portal!

David Taylor avatar
Written by David Taylor
Updated over a week ago

Introduction to the Trovata Developer Portal

The Trovata Developer Portal lets you develop apps to customize and extend Trovata for your organization’s use cases. Trovata provides a toolkit of APIs to help you build integrations that feed Trovata's normalized data into your applications.

Like other developer portals, Trovata follows standard authentication, authorization, and access patterns. Data is provided in a JSON format and the developer portal offers code generation capabilities to help you get started.

The Why

Developer portals allow developers to programmatically retrieve data from Trovata in an automated and efficient manner. Without a developer portal, users have traditionally resorted to downloading CSV’s, web page scraping, or performing manual data entry.

Using the Developer Portal

Interested in gaining access to the Developer Portal and viewing your trove of API data? Here are the steps you need to follow:

  1. Reach out to your Customer Success Manager (CSM) and ask them to enable you for Developer Portal access. Please note that use of the Payment APIs will require you to be using Trovata Payments.

    1. Once your CSM has enabled access to the portal these are the steps to follow:

  2. Navigate here and log in with your Trovata account

    1. Create an application by clicking on the blue plus button as shown below

  3. Create a new application and give it a meaningful name and description as shown below. NOTE: You can choose either the PROD or QA (TEST) Environment for this application.

  1. Check all APIs that you want access to in this application, and then scroll down to press save. Once saved, you should see your application in the applications list.

  1. To add accounts to the application, click on the application as shown above and hit “Edit".

  1. After hitting “Edit”, scroll down to the account section and enable the accounts that you want to be able to access through the APIs associated with this application.

    NOTE: If you would like all accounts to be associated with this application, where it says “Full Account Access” under the Accounts header, turn the toggle to the right. This will also automatically enable any NEW accounts that are added to your Trovata account to be associated with the application

  2. Once you are done adding accounts, scroll to the top and hit “Save”.

  1. Click on the application again, to make note of your APP ID, Secret, and Company ID. Store these IDs in a secure location.

  2. Now, let’s test out an API!

    1. Click here. NOTE: Only test out an API that has been enabled for the APP ID that you will be using.

    2. Paste your APP ID, Secret, and Company ID to the right of the screen, under “Authentication”.

  3. Hit “Try It” and you will get an API response with JSON data!

Use Cases and Application

Developer Portal users have built many applications to help with their data workflows. Examples are:

  • Fetch all transactions across all accounts for processing into a data warehouse

  • Match transactions from Trovata with bank records for reconciliation

  • Process balance data from Trovata into another system for cross check

  • Retrieve data for processing into an ERP

These are just a few examples and because Trovata uses REST ( based services to provide various types of data, any developer with a computer and internet connection can access these APIs.

How can you apply this?

Nearly every software developer is familiar with developer portals and API’s, so the user will need to engage their software/IT teams and it should be a straightforward process regarding usage of Trovata’s APIs. As mentioned above, it is especially useful in cases where customers want a record or copy of all their financial data that lives in Trovata or to perform reconciliation tasks.

Summary of the Trovata Developer Portal

Trovata’s Developer Portal comprises more than a list of API specs and documentation. It’s a central place for developers to learn about Trovata’s data and interact with it. It provides self-service tools to get developers integrated quickly and easily. API’s power nearly every app and service in the world. In fact, Trovata’s applications use the very same API’s that are available to its users.

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