This article will describe creating an API user within ProSoftware for detamoov. After creating your API user, you'll use this information to create a premier integration within detamoov.

Step 1: Creating an API User within ProSoftware

Please follow the directions below provided to detamoov from the ProSoftware team. Within ProSoftware:

1. Navigate to User > User Setup (New)
2. Create a new user, called “detamoovAPIUser”.
3. Create a password and make note of it, as you’ll be entering this in the detamoov UI in a later step.
4. Use the ‘Add Access’ button to map clients to the User. Data for a given client will only be sent to detamoov if the client has been mapped in this way.
5. Save!
6. Send an email to [email protected], requesting that the User be enabled for API access. Be sure to include the Username, and note that you may need to request your CustomerName (see below)

Step 2: Configure the GL Setup (for each client) in ProSoftware

Within ProSoftware:

1. Navigate to Client > GL Tool
2. Click on the GL Setup record which will be sent to detamoov
3. Set the ‘Export Type’ to ‘Detamoov’.
4. Save!

Step 3: Creating a ProSoftware Premier Integration within detamoov

Within detamoov:

1. Click on the Tools item on the left hand menu
2. Click on the Integration Services tab
3. Expand the Premier Integrations section and click on the Add button
4. Select the ProSoftware API option from the Premier Service dropdown list
5. Enter a name for this integration. We recommend something like "Your Company Name ProSoftware API"
6. Enter the Base URL for the API given to you from ProSoftware. The Base URL is a URL which is used to navigate to your Pro Software instance. It is always in the format https://{CustomerName}.prosoftware.com/APIService/Closed. Example: https://ACME.prosoftware.com/APIService/Closed. If you are unsure of your Customer Name, request this in your email to [email protected]
7. Enter the two-character company identifier from ProSoftware. Example: 01
8. Enter the API username you created in step 1 above
9. Enter the API password you created in step 1 above