You can connect your management applications (ERP, accounting software, etc.) to Iziago thanks to its APIs. You can configure the APIs to set up the data you wish to retrieve in JSON format from Iziago, or to create data from your internal tools, for the Account Statements, Budget & Cash Forecasting, Payments and Third-Party Database modules.
Prerequisite: To start using Iziago APIs, you must:
- Have activated the modules for which you wish to retrieve information in your current subscription.
- Have generated your OAuth 2.0 credentials in the application's Settings menu.
API settings
Access to the Iziago APIs is secured by an implementation of the OAuth 2.0 architecture.
To start using the APIs, you must :
- Generate your OAuth 2.0 credentials by:
- Select Settings > General settings > Iziago API.
- Click on the Generate credentials button in the OAuth 2.0 credentials tab.
- Your login and password are randomly generated and are unique.
Note: You can generate new logins at any time by clicking the button again. Once re-generated, the old identifiers will no longer work.
- Define the APIs' scope by:
- Select Settings > General settings > Iziago API.
- In the Scope tab, select the scopes you wish to define from the drop-down list.
- Click on Save.
Account statements module
You can use Iziago APIs to retrieve data in the Account Statements module from your internal applications (Management software ← Iziago):
- List of accounts connected to Ponto
- Balances for an account connected to Ponto for a given period
- Transactions for an account connected to Ponto for a given period
Budget & Cash Forecasting module
You can use Iziago APIs to retrieve data in the Budget & Cash Forecasting module from your internal applications (Management software ← Iziago):
- List of accounts enabled in Budget & Cash forecasting module
- Forecast statements for an account for a given period
- Forecast transactions of an account for a given period
Payments module
Thanks to Iziago APIs, you can use your internal applications to:
- Retrieve the list of accounts enabled in Payments module (Management software ← Iziago)
- Download your unit transfer files in XML format (Management software ← Iziago)
- Create unit transfers (Management software → Iziago)
Thanks to Iziago APIs, you can use your internal applications to:
- Retrieve the list of your third-party and their accounts (Management software ← Iziago)
- Create new third-parties (Management software → Iziago)
- Create new third-party accounts (Management software → Iziago)