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How do I create an API key for the Standard Metrics API?
How do I create an API key for the Standard Metrics API?
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Written by Chloe Beverina
Updated over a month ago

Overview

  1. Navigate to Settings

  2. Navigate to Developer Settings

  3. Click Add Application

  4. Create a client credentials token

  5. Save your Client ID and Client Secret

Navigate to Settings

In the firm side of the application, click Settings in the left navbar.

Navigate to Developer Settings

In the settings pane, select the Developer Settings sub tab.

Click Add Application

Create a new OAuth application by clicking the Add application button

Create a client credentials token

Enter an Application name and Description and choose Client Credentials from the Authentication Method drop down.

Admins can optionally specify user permissions for their key as well. See this article for more information.

Save your Client ID and Client Secret

Copy your Client ID and Client Secret into a safe place. Treat these like a username and password since these will be able to provide access to all of your data in Standard Metrics.

You can copy an item to your clipboard by clicking the little clipboard icon next to the text box.

Congrats! You've now created an API key. Make sure you keep it safe and treat it just like you would a username and password for your own accountant.

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