Table of Contents
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.
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. If not already visible in the left-hand navigation bar in your instance, reach out to your Customer Success Manager (CSM) and ask them to enable you for Developer Portal access.
2. To create a new application, click the blue "New App" button in the top right corner of your screen.
3. Enter in a meaningful name and description.
NOTE: You can choose either the PROD or QA (TEST) Environment for this application.
4. To add accounts to the application, scroll down and use the checkboxes to select the in-scope accounts.
NOTE: Toggle on the “Full Account Access” slider to enable all existing accounts. This will also automatically enable any NEW accounts that are added to your Trovata account to be associated with the application.
5. Scroll through the Resources/Descriptions to enable or disable access to the respective API queries.
6. Once complete, click the blue "Create New App" button in the top right corner.
7. After creating the application, reopen it and make note of your APP ID, App Secret, and Company ID. Store these IDs in a secure location.
8. To test out an API, click here.
NOTE: Only test out an API that has been enabled for the APP ID that you will be using.
9. Paste your APP ID, App Secret, and Company ID on the right side of your screen, under “Credentials”.
10. Hit “Try It” and you will get an API response with JSON data!
NOTE: You can change the language (i.e. Shell, Node, Python, etc.) at top of the screen under the "Language" section.
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 (https://en.wikipedia.org/wiki/Representational_state_transfer) based services to provide various types of data, any developer with a computer and internet connection can access these APIs.
There are also a handful of Developer Portal setup guides available depending on the downstream tool you'd like to use (i.e. Netsuite, FloQast, etc.).
Summary
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.