eDesk's API enables you to connect eDesk to the other applications that you use to sell, track, and manage your shop, so that they can send or request information from eDesk. But before they can use our API, you'll need to provide them with an API token from eDesk.
This help file will explain how to get an API token from eDesk.
Before you start
- You’ll need an Admin login to eDesk. If you don’t have an Admin login, you can request one from an Admin user within your business.
- You’ll need to be on the Enterprise or Professional eDesk plans to access this feature. To learn more about this plan, click here.
01 What's an API token?
An API token is sometimes called an API key, and with good reason. Like any key, it unlocks access. In the case of an eDesk API token, it unlocks access to eDesk for an application so that the application can request data from your eDesk account, and send data to your eDesk account. An example is where you use a shipping management application that tracks sent items, and you'd like to include the tracking information in any order-related tickets in eDesk so that it's visible to your agents when a customer asks where their order is. To accomplish this, you can instruct the shipping application to connect with eDesk and use the eDesk API to pass the tracking information to eDesk, which will then add it to the ticket.
If the application attempts to send, retrieve or update information to eDesk and you haven't provided it with an appropriate eDesk API token, eDesk won't accept the request. However, it's easy to generate an API token from eDesk as long as you have a valid eDesk login.
02 eDesk's API tokens
For each application that needs to connect to eDesk, eDesk generates a single, unique token.
eDesk offers different types of API token that have varying degrees of access. These are:
Only allows third parties to get data from eDesk. They can't send any information to eDesk or update any information already in eDesk.
Allows third parties to get data from eDesk and also create new data, delete data, and update data already in eDesk.
Allows you to decide how much access to give the third party.
When you ask eDesk to generate a token, you'll select the type of token you'd like to provide to the application you want to connect.
03 How do I get an API token?1. Login to eDesk in your web browser as usual.
2. Go to Settings and select API Tokens.
3. The API Tokens page opens. Any API tokens that you've already generated will be listed here. In the example below, none have been generated yet.
Select Add a token.
4. Complete the form as follows:
- Token Name
We suggest you name your token to indicate the application that will use it.
- Token Description
Enter a description of how the application will use the API, e.g. to update shipping details.
The Permissions section is where you select the type of access that the API token will provide. See section 02 eDesk'sAPI Tokens of this help file for a description of the access types.
- Select Access Level
If you want to apply one access type to all actions performed by the application, select the radio button for that access type here.
You can also configure access at a granular level. To apply access types to actions that talk to specific features in eDesk, select the access type for each feature.
For example, in the Sales Order section, select Full Access if the application needs to be able to create, delete, or update a Sales Order or get information about a Sales Order. Select Read Only if the application just needs to get information about a Sales Order. Select No Access if the application shouldn't have anything to do with Sales Orders.
- Tag groups
- Tag Item
Learn about tags here.
- Sales orders
Learn about templates here.
- Order notes
5.Select Save changes.
You’ll be taken to a page where you’ll be able to copy your API key.
6.Select Copy to copy the token to the clipboard. Then paste it, either into your application, or into another secure location. Be careful to protect the key from unauthorised people or applications.
Note: This is your only opportunity to copy the token. Once you close this page, you won't be able to copy the token again.
7. Select Return to Token List to see the new token in the list.
04 How do I update an API token?To edit an API token after it’s been created, simply select the token in the list to open a page showing the token details and then apply your changes. If you need to change the access provided by the API token, delete the token and create a new token with the correct access. You'll need to pass the new/updated token to the application that uses it so that it has up-to-date access.
To learn how to renew your Microsoft Office Token to move to the new Microsoft OAuth 2023 update, click here.
To learn how to connect Outlook with eDesk, click here.