Firstly you will need to request two API keys from the accountancy firm/umbrella company you wish to integrate with. The first one will be the accountancy firm/umbrella company unique API key, the second will be an API key they create specifically for your company to use.
Once you have these, you will need to log in to Quartz and click into the menu icon in the top and select the "MDA Integration" -> MDA Integration List option.
Once on this screen, you will want to click on the "Create Supplier Integration" button.
Now you should see the below screen. Firstly you will choose the supplier (usually an umbrella company) from the drop-down (this supplier should already have been created in your MDT System).
Following this, you will want to input the API keys you have been given.
API Key - The unique API Key for the umbrella company
Agency Key - The unique API key they have created for you as the agency
Click Save, and you should see the below success message.
If you then go back to the main MDA Integration landing page, you will now see the API link you have created.
On the far right-hand side, you will notice some action buttons, please see below an explanation of what these mean.
Action Button 1 | Action Button 2 | Action Button 3 |
 |  |  |
This black pencil is an edit button. Here you can edit the details you have input for the API Keys or change the supplier. | This option is if you wish to make the API inactive, to do so click on the action button, a pop-up will ask if you are sure, if you are, click yes, and this API will then turn to inactive meaning it will no longer work. | This cog is for setting your defaults as to how you want the data you are sending, to be categorised. This is covered in separate articles named "setting your defaults", |