Connect Smart Report with Your Business Systems
Allow an existing system to send approved data to Smart Report automatically and use it in tables, analyses, charts, and dashboards.
The trial period lasts 14 days.
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.
Connect an existing system to a controlled workspace
An API key allows an approved business system to send data to selected tables according to its permissions and the active plan.
Less manual work
New records can arrive without manually importing every individual file.
Controlled access
An administrator selects permissions, available tables, an expiry date, and can revoke the key.
More current views
Incoming data becomes available to prepared reports, charts, and dashboards.
From a Business System to an Automatically Updated Report
Configure the connection once, then let the approved system send new data on an agreed schedule or event.
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
Automatic transfer of new invoices
A business system can send new invoices to Smart Report automatically. The incoming data then feeds 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.
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.
Is a developer required?
Connecting the sending system typically requires a technical team. Smart Report provides documentation for that integration work.