Automatiq B2B: Setting up Credentials
In order for Reveal Markets to import your invoices and remittances from Automatiq's B2B portal, Reveal accesses your account data via an API Token. The API token is generated in the Automatiq B2B portal.
To Generate the API token you will need:
- Log into the Automatiq Portal: https://app.sync.automatiq.com/sync/settings_v2/b2b/api_keys
- Click, "Add API Key" and give it a name - (i.e. Reveal API)
Inputting Automatiq B2B API into Reveal Markets
- Log into Reveal:
- Select Credentials tab from the dropdown menu under INVOICES:
- Select the Automatiq B2B Tile:
- Input the API token from Automatiq portal into the API token field
- Check the Enabled circle is filled in green with a check mark.
- Click Save in the upper right hand corner of the screen.
You're Done!
From there Reveal Markets will be able to apply this information to your account, start to import your remittance and payments as well as manage any new API updates.
If you have any questions or concerns please reach out to support@revealmarkets.com
Common Questions
- If I had already been selling with Automatiq's B2B marketplace, once integrated, will Reveal be able to bring in remittances retroactively?
Yes, we will be able to bring in all retroactive remittances.