Getting started with the ApprovalMax Public API
ApprovalMax Public API allows you to access and manage data from ApprovalMax programmatically using OAuth2.0 authentication. The most popular user scenarios are:
- Query ApprovalMax data in the reporting systems like PowerBI or Tableau
- Integrate ApprovalMax with third-party systems – have documents like Bills or Purchase Orders that are initiated in these third-party systems automatically created in ApprovalMax. After the final approval, the document status should be updated in the third-party system as well
Step 1: Set up
- Sign up for an ApprovalMax account (or use the existing one)
- Create an Organisation (or use the existing one)
- Create an application in My Applications
- Set up 2FA in your user profile in ApprovalMax
Step 2: Explore
- Use the API Explorer to quickly test endpoints with built-in authentication
- Use Postman for handling the OAuth2.0 authentication and getting both access and refresh tokens to use in your code
Step 3: Integrate
- Check the full OAuth2.0 authorisation flow to set up authentication in production
- Discover how to manage your applications in My Applications properly
- Lean more about connection management
- Check the Power BI custom connector for the Public API if you need PowerBI integration
Get Help
Raise a support ticket if you are stuck or have any questions.
