API SETUP 

 

DESCRIPTION:  The API Setup tab under Settings allows you to set API keys for any external APIs that we support.

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To access the API SETUP tab, click on the SETTINGS button at the bottom of the main screen (left-hand corner),  then click the API SETUP tab on the left-hand side and the following screen will appear:

 

 

We will now explain each of the options from above:

 

1.Smarty Streets Api connection: 
We are currently using the API provided by Smarty Streets to power the address verification feature in Pro Fund Accounting. Verifying address information reformats the addresses so that they are in the proper format for CASS verification.
Currently this is the only API connection that Pro Fund Accounting supports. If there are additional API connections that you would like to see, please send the relevant information about that API to sales@cogitateinc.com

2.To receive your Authorization id and Authorization token, you must first go to https://smartystreets.com/ and click on the Sign up button to create a Smarty Streets account. They currently offer a free account with 250 address lookups per month but this is subject to change based on Smarty Streets pricing. You can find pricing for Smarty Streets at the following link Smarty Streets Pricing 

3.Please direct any questions or concerns about Smarty Streets or for help signing up for an account to their customer service. Pro Fund Accounting support will not be able to help you with any Smarty Streets related issues.

 

DONE/CANCEL:

When finished making changes to any of the options explained above, click DONE to save them (or Cancel to return to main screen.)  By clicking DONE, your changes will be saved and the Settings window will close.