Understanding API Access & Integration

Last updated March 7, 2025

What is API Access?

APIs (Application Programming Interfaces) allow you to connect our platform with other services, automate workflows, and extend functionality.

Generating Your API Key

To access our API, go to Settings > API Access, click "Generate New API Key", securely copy and store the key (as it won’t be viewable again), and set its permissions (Read-Only, Write, or Admin).

Integrating with Third-Party Apps

Many SaaS tools allow you to connect via API. Common use cases include:

  • Syncing data with CRM platforms.
  • Automating reports in analytics dashboards.
  • Triggering actions in workflow automation tools like Zapier.

To integrate:

  1. Find the API documentation of the third-party service.
  2. Enter your API key where required.
  3. Map data fields as needed to ensure seamless syncing.

Troubleshooting API Issues

If your API integration isn’t working, try these steps:

  • Check API Key Validity: Expired or incorrect keys will cause errors. Generate a new one if needed.
  • Verify API Rate Limits: Too many requests in a short time may trigger rate limiting.
  • Review Error Logs: Go to API Logs in the dashboard to see specific error messages.

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