Zip

  1. Log in to Zip as an administrator and click on the Settings 'cog' and choose Company settings:
  2. In the Setup menu click API
  3. With the API keys tab selected click Create API key
  4. 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
  5. Enter a key name (e.g. Trelica)
  6. 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.
  7. Click Create.

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