- Log in to Zip as an administrator and click on the Settings 'cog' and choose Company settings:
- In the Setup menu click API
- With the API keys tab selected click Create API key
- You will be asked to select wither a Standard or Restricted API key. You must choose Standard.
We would typically recommend creating a Restricted key to more tightly control the scopes. Trelica however shows a list of Category records (to let you restrict the data you are returning). Zip's API currently does not provide a scope to read Category records so their technical team specify using a Standard key.
Aside from the category records, Trelica's integration accesses (read-only):
- Departments
- Documents
- Purchase Orders
- Requests
- Users
- Vendors
- Enter a key name (e.g. Trelica)
- The expiration date is optional. If you enter an expiration date you will need to recreate the key and reconnect Trelica to Zip after this date.
- Click Create.
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