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Automation & Integration - Access the API - Getting and using ClearPoint API Keys
Automation & Integration - Access the API - Getting and using ClearPoint API Keys

This article explains how to generate API keys that can be used to integrate apps with your ClearPoint account.

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Written by Fernando Montenegro
Updated over 7 months ago

API keys play a crucial role in securing applications, API keys provide authorized applications with access to specific features and data offered by an API (Application Programming Interface), ensuring that only approved applications can interact with the API. This helps to maintain a secure environment for all users.


What is an API and what are API keys?

An API is the messenger that runs and delivers your request to the provider you’re requesting it from, and then delivers the response back to you. It can also be helpful to envision the API as a way for different apps to talk to one another. If you would like to know more about ClearPoint’s API, please visit our API support article.

API keys allow other apps to access your account without you giving out your password. You will need to generate an API Key if you would like to integrate an app with your ClearPoint account.


Note: Data Loader Keys will now be separate from API Keys. For instructions on Data Loader Keys, see Data Loader 2.0.


Getting API keys

Follow these steps to create a new API Key.

  • From the Control Panel click on System Settings

  • Select System setup

  • Click on Integrations under Enterprise Features

  • Make sure you are in the API Keys tab

  • Click on the Plus icon to create a new API Key

  • Under API Key Name (Application), enter the name of the new API Key, in this example, ‘Integration’.

    • We recommend using the name of the application that will be using the key, this will help you easily identify to which application you are granting permissions.

  • Under Expires, set an expiration date for the API Key you are creating

  • Your account will automatically be the Mapped User Account

    • Only elements that the mapped user can access will be accessible via this API key.

    • You can change the Mapped User Account if you would like the API key to be based on the account credentials and permissions of a different user.

  • Once you are done, click Save

  • You will find the newly created API key under API Keys.

Note: The API key allows external applications to perform actions “on behalf” of the mapped user. The mapped user name will appear in Revision History.


Using API keys

From the API key window, you can Delete, View and Edit, existing API keys.

If you suspect that an API key has been compromised or you no longer use the integration that was accessing your account through an API key, you should disable that API key by deleting the key.

You can also change information about the API key such as the name, expiration date, and mapped user.

  • From the Control Panel click on System Settings

  • Select System setup

  • Click on Integrations under Enterprise Features

  • Locate the API key you are going to be working with, in this example, ‘Integration’.

  • Click on the three dots icon where you will find three options

  • Edit API Key, use this option to edit the name of the API Key, the expiration date or the Mapped User Account

  • Use Delete API Key to delete the API Key

  • Confirm you want to delete the API key by clicking on the red button

  • Edit API Key will display the API key values

    • ClearPoint API keys have two different parts. The first part is the Access Key and the second part is the Security Key. The header keys should be “accessKey” and "secretKey”.

    • To use your new API keys, add them as headers for any HTTP call that you wish to make.

Note: It is important to note that both keys need to be included as request headers when making calls to the ClearPoint API. These are highly sensitive and should never be shared with others.


Using API keys when you are not an Administrator

If you are not an admin, you can still use API keys generated for you by an admin.

  • Click on your profile icon at the upper right-hand of your screen

  • Select Edit Profile

  • Navigate the Security tab

  • You will see the APIs generated for your user under API Keys


API Key Security

Please treat your API Keys as if they were usernames and passwords. All someone needs to log into your account is this key!


If you suspect that an API key has been compromised, or you no longer use the integration that was accessing your account through a particular API key, you can disable that API key.

  • From the Control Panel click on System Settings

  • Select System setup

  • Click on Integrations under Enterprise Features

  • Locate the API key you want to delete, in this example, ‘Integration’.

  • Click on the three dots icon

  • Select Delete API Key to delete the API Key

  • Confirm you want to delete the API Key by clicking the red button

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