How to create an API token?

What is API token

The XTRF API token is a magic string that enables connection to Home Portal API on behalf of the user that generated the token. The user may generate as many tokens as they need. Tokens can be invalidated at any time. Such an action will take immediate effect and connection by means of the invalidated token will not be possible right away. Once invalidated the token cannot be restored. Since a token enables connection to the API on behalf of a user, it only grants rights of that user.

Super fast token creation

To create a token in XTRF:

  1. Navigate to My Account in the upper right menu and select “access token” tab. If you cannot see this tab, the API may not be active on your XTRF instance. Contact XTRF sales/support to activate it.

  2. Press “Edit”.
  3. Press “Generate token”.

  4. COPY your token (ctrl+c), because it is not possible to access it later.
  5. Optionally, add a token description, so you know what purpose the token serves, e.g. "testing Google Drive connection".
  6. Press “Save”.

DONE, your token is now in your clipboard - and can be pasted wherever you need to use it.

Security Warning

Anybody who knows your token will be able to use your API and operate in your XTRF with the above mentioned user's privileges.

You can invalidate a token by pressing the trash icon in the Delete column on the token list.

Best practice

It is recommended to create a dedicated user, e.g. with "api-user" name that belongs to a dedicated "api-group" with rights limited only to those required by the integration scenario you develop.

Create a User Account

While creating a user account you need to assign the user to a given user group. This is a basic functionality in XTRF Platform. It is recommended to first a create a user group and then assign users to it. It allows you to manage user groups rights in a flexible and convenient way. If you want to use this user account to set up later a connection between XTRF Language Business Platform and Google Sheets it is recommended to create an abstract account for that. Having an abstract account enables you to customize data which is supposed to be transferred to Google Sheets according to the requirements specified by your associate. This gives you also more control that you transfer only this data which you want to, where all confidential information is protected. Even more, within the approach of using XTRF Smart Views Add-On  it is suggested to create an account with only browse and display rights: that gives your associate ability to export data to Google Sheets but also prevents from making any changes in XTRF Platform. 

Create a User Group

  1. Sign in to the Home Portal of XTRF Platform.
  2. Click the gear icon.
  3. In the accordion menu click the User Management and then select the User Groups and Rights.
  4. Click the +Add button to add a new group.
  5. In the Name field provide a unique name of a group. In this guide the Add-On User Group is provided.
  6. Select the Active checkbox that the new group is able to use options which you are going to configure in the Home Portal.
  7. In the permission matrix assign the Browse and Display access rights to the group which is being created:
    1. Select the All button in the Browse column.
    2. Select the All button in the Display column. If the user group is only supposed to browse and display rights, the rest of the checkboxes should remain unselected.
  8. Click the Save button. You have created the user group where users can display and filter data in the Home Portal.
Create a User

The following steps present how to create an abstract user account, therefore the username as well as the first and last name are provided as impersonal ones. To do so, perform the following steps:

  1. In the accordion menu click the User Management and then select the Users.
  2. Click the +Add button. You are redirected to the General Info tab in the Create Users display.
  3. In the Username field provide a unique username which should be used for the new user to sign in to the Home Portal. In this guide the addonuser username is provided.
  4. In the First Name field provide the first name of the new user. For example, the Add-On name is provided.
  5. In the Last Name field provide the last name of the new user. For example, the User name is provided.
  6. In the E-mail Address field provide an e-mail address. Because in this guide you are creating an abstract account to enable external users to gain access to display data in the Google Sheets, you can provide your email address. All notifications from the Home Portal are going to be sent to this address.
  7. Select the Active checkbox that the user account can be available in your Home Portal.
  8. From the Group drop-down menu select the Add-On User Group you have created in the previous section.
  9. Click the Change button in the Password section and set it up for the user.
  10. Click the Save button. You have created an abstract user account.

Generate an Access Token for the User Account

To enable you or your associate access to XTRF API you need to obtain an access token. The access token allows to identify which application is trying to connect to XTRF Platform through API calls within user credentials as defined above.

To generate the access token, perform the following steps:

  1. Sign in to the Home Portal of XTRF Platform with the user credentials.
  2. Click the gear icon.
  3. In the accordion menu click the User Management and then select the Users.
  4. On the list of all Home Portal users select the user for whom you want to generate the access token.
  5. Select the Access Tokens tab. If the access tokens were generated for this user account in the past, the list of generated tokens is displayed.
  6. Click the Edit button.
  7. Click the Generate Access Token button to get a new access token. The new access token is displayed.
  8. You have just generated the new access token. You may use it to integrate your application with XTRF Platform.
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