PS: Making API Calls

There are many different platforms available to run APIs; depending on the platform being used, the call generation process will differ. For purposes of illustration, in this article we will use Postman. We recommend using the desktop version of the app rather than the online version to minimize firewall configuration impact. If a user experiences connectivity issues corporate IT may need to be engaged. It is not necessary to create an account but you can if desired/required. The link to download Postman is: https://www.postman.com/downloads/ and to assist with getting started there is extensive support information available on their website at: https://learning.postman.com/.

Below are step-by-step instructions on how to generate a token using Postman.

Create a new collection request for your API calls to be stored in. Once created switch over to the Authorization Tab and switch the type to OAuth2.0.

Click Get New Access Token

Set the Grant Type to Password. Enter in your Access Token URL (This can be found on the ProfitSword's API documentation under Generate Token), Username and Password (Username and Password credentials are provided from ProfitSword). Once complete click Request Token.

A new screen with the newly created token will load. Click Use Token which will allow the user to run the API calls through PostMan. Please note: for data security, each token is valid for 1 hour from the moment it is created.