Connect Smart Report with Your Business Systems
Allow an existing system to send approved data to Smart Report. After a successful API request, the data is immediately available in tables, analyses, charts, and dashboards.
The trial period lasts 14 days.
Send Data in the Way That Fits Your Workflow
Upload an Excel or CSV file or send data through the API. Once received, the data is immediately available in connected reports and dashboards.
Excel
Manually upload a prepared Excel file with preview and validation.
CSV
Manually upload a CSV file into the same controlled data structure.
API
Send approved data from a business system when the active plan includes API access.
Received data is immediately available to reports, charts, KPI metrics, and dashboards.
Manual exports and imports delay up-to-date reporting
When employees repeatedly download a file from one system and transfer it to another, the workflow depends on available time, the correct sequence of steps, and the latest file version.
For stable processes that regularly send approved data
Integration teams, data owners, and company administrators connect a known source to selected tables with restricted permissions.
Integration and IT teams
Connect a business system to the documented API and send agreed business fields.
Business data owners
Decide which approved invoices, sales lines, or other records the system should send.
Company administrators
Restrict tables and permissions, set an expiry date, and revoke a key when it is no longer needed.
From a Business System to an Immediately Available Report
The approved system starts a transfer when it has new data. Smart Report receives it and makes it available to connected views.
Define data and access
Choose the Smart Report tables and permissions required by the specific integration.
Create an API key
A company administrator generates the key, stores it securely, and shares it with the integration team.
Send and monitor
The system sends data and existing reports use it without another manual file transfer.
Key management aligned with your plan
CompanyOwner and CompanyAdmin users can create, restrict, monitor, and revoke API keys. API availability and permissions depend on the active plan.
- A key with an expiry date and only the required permissions
- Access to all or selected company tables
- One-time full-key display and immediate revocation
- Public technical documentation and examples for the integration team
Sending New Invoices through the API
A business system can send new invoices to Smart Report through the API. As soon as the request succeeds, the received data is available to existing reports and dashboards without a manual file import.
A more reliable process and a centralized data view
Fewer steps depend on manual intervention, while business users work with more current views in one place.
Turn received data into analysis and a business dashboard
After controlled API delivery, explore the data in the analytical workspace and connect approved metrics to a dashboard.
Answers before you get started
What is an API integration?
It is a way for an approved business system to send data to Smart Report automatically without transferring every file manually.
Who can manage API keys?
Company API keys are created and revoked by CompanyOwner or CompanyAdmin users.
Can access be restricted?
Yes. A key receives selected permissions, an expiry date, and access to all or specific tables.