Setting Up Your API Integration

When you want to integrate our platform with your existing systems you'll need to set up API access which involves several steps that need to be completed in a specific order but first you should know that API access is only available on our Professional and Enterprise plans so if you're on a Starter plan you'll need to upgrade first which can be done through your account settings under the billing section. Once you have the right plan you'll want to navigate to the Settings area and look for the API section which might be under Advanced Settings depending on when your account was created because we reorganized the navigation in early 2024 but older accounts might still have the old structure. In the API section you'll see an option to generate a new API key and you should click that button but before you do make sure you understand that API keys are sensitive credentials that should be treated like passwords and never shared publicly or committed to public repositories because anyone with your API key can access your account data and make changes on your behalf which could be a serious security issue. After you generate the key you'll see it displayed on the screen and this is the only time you'll be able to see the full key so make sure you copy it immediately and store it somewhere secure like a password manager because if you lose it you'll have to generate a new one and revoke the old one which means updating it everywhere you've used it. The API key needs to be included in the header of every request you make to our API using the format "Authorization: Bearer YOUR_API_KEY" where you replace YOUR_API_KEY with your actual key and make sure there are no extra spaces or characters. Now when it comes to making requests you'll want to start with our base URL which is https://api.yourcompany.com/v2 and you append the specific endpoint you want to access like /users or /projects or /data depending on what you're trying to accomplish and all requests should use HTTPS not HTTP for security reasons. If you're trying to create new resources you'll use POST requests with JSON data in the body and for updating existing resources you'll use PUT or PATCH depending on whether you're replacing the entire resource or just updating specific fields and for retrieving data you'll use GET requests which don't require a body but might need query parameters in the URL. Rate limiting is something you need to be aware of because we limit API requests to 1000 per hour for Professional accounts and 5000 per hour for Enterprise accounts and if you exceed these limits you'll get a 429 error response and need to wait before making more requests or contact us about increasing your limits. Error handling is also important because our API returns standard HTTP status codes so 200 means success, 400 means bad request usually due to invalid data, 401 means unauthorized which usually means your API key is wrong or expired, 404 means the resource wasn't found, and 500 means there's a server error on our end. When you get errors you should check the response body because we usually include a message explaining what went wrong but sometimes the error messages can be vague so you might need to contact support if you can't figure it out. Testing your integration is crucial before going to production and we recommend using a tool like Postman or curl to test individual endpoints first and make sure you're getting the expected responses and once that's working you can implement it in your actual application code. If you need to revoke an API key because it was compromised or you're no longer using it you can do that from the same API settings page where you generated it and you should revoke old keys regularly as a security best practice but make sure you're not revoking a key that's still in use because that will break your integration immediately. For webhook setup which allows our platform to send data to your systems in real-time you'll need to provide a URL endpoint on your server that can receive POST requests and you configure this in the Webhooks section under API settings and you can choose which events trigger webhooks like new user signups or data updates or status changes and webhooks will retry up to 3 times if your endpoint doesn't respond with a 200 status code so make sure your endpoint is reliable and responds quickly.