When integrating or building the environment to integrate Reviso with other applications, you will need to follow a series of steps.
In this article we will try to explain what are the steps to follow so that the integration is carried out correctly. We will see the necessary procedures so that the integration between the different applications or programs is carried out successfully:
- Sign up with a developer user (free)
- Create the description of the application to integrate
- Enable the application (generate access)
- Use the “REST API”
Developer user to integrate Reviso
To register, you have to request it at the following link: https://www.reviso.com/developer and complete the form on the right side correctly.
This will create an access and a contract number. This contract number will serve to make the integration and will not be permanent, so you will have a number of days to use it and integrate the application.
In any case, the number of days can be extended if it is not enough simply by writing to us (in English) at email@example.com .
Create the definition of your application (app)
The developer contract can have an undetermined number of definitions for the app. When you register as a user, one is automatically created, but if it was created by mistake, you can recreate a new one and delete the previous one.
To create a definition of the app, you simply have to log in and create it once you’re inside the system.
The definition of an application has a number of properties that help you connect your application to Reviso and indicates how Reviso should relate to your application.
This is the name of the application, which will be used to present it to Reviso users when they are enabling the application and can remove it if they want later.
This is the unique identifier or code used to connect the application when users want to connect the applications.
This can be rebuilt if you want to reconnect the application, but the previous links that have been generated will no longer work on the connections that have been made previously.
This private token should not be shared with anyone, since having it privately ensures that the application connects with all security guarantees.
This can be regenerated (for example, if the private token has been exposed in some way), but keep in mind that the previous connections as with the public token will stop working.
The list of permissions or roles refers to the sections that the application that is being integrated with Reviso can access them.
Not all users of Reviso can access all the data, therefore, only add the necessary permissions for the application to work. For example, unless the application specifically uses those areas, such as inventory, projects, etc. It is better that you do not check them and so make sure you have really given permission so that you cannot access beyond what is necessary.
If a user does not have access to a certain section (usually enabled by a module that can be activated within Reviso), the application cannot be accessed, and similarly if it has been enabled and a necessary module is removed then the application already You will not be able to access that data.
Enable an application
In Reviso, there are at least two contracts when accessing the API.
- Developer contract , which contains the definition of the application or applications.
- Company contract , containing accounting data, such as accounts, customers, etc.
To allow an application to access a company’s data, a permission or token must be generated.
This permission represents an application’s access to a company’s data, and if it is deleted, the application will no longer have access to the data (unless there is another generated permission).
To enable an application, the user in the company must go to https://app.reviso.com/api1/requestaccess.aspx?appPublicToken=publicToken where “publicToken” is the public token as we have commented previously.
Information about the application and what data it needs access will be displayed to the user .
If the user wants to enable the application, they will simply have to confirm by entering the contract number, user ID and password.
Then a token (link or code) will appear that should be used in the application.
Get the data
To retrieve data from the API , you will need two tokens:
- Private token
- Public token
To know everything related to what can be integrated and how to do it you have to go to our specific API guide: http://api-docs.reviso.com/