Where do I get an API token for an integration?

API tokens are created in Personal Preferences, not Firm Settings:

1. Click your avatar (top right) and select Personal Preferences.
2. In the left menu, click the green + button next to API Tokens.
3. Enter a Name and choose when the token Expires In (One Week to 3 Years; the default is 90 Days).
4. Click Save, then copy the token.

The full token is shown only once. After you leave the page it cannot be retrieved, so store it somewhere secure. The API Tokens page lists your tokens and lets you delete ones you no longer use.

Each token belongs to the user who created it. Anything an integration does with the token is recorded as that user and is limited to that user’s permissions. If the + button is disabled, your role does not allow creating tokens; ask a firm administrator.

For endpoints and examples, see the FluentCase API documentation.