Interfacing a third-party application with the Particeep API

Particeep offers online subscription solutions to white label financial services that are based on a Rest API.

During the subscription phase, several data is collected via the API:

• Customer data and documents,
• Partner data and documents,
• Product data and documents,
• Transaction data and documents.

This data must often be sent to internal management systems or custodians to automate post-transaction processing.

To do this, it is necessary to connect the Particeep API to the third-party solution.

Sending data can be done:

• via email,
• via automatic workflow,
• via request from the Particeep API.

How to interface a third-party solution with the Particeep API?

2 solutions are available

• Make requests directly to the Particeep API with your key / secret,
• Recover a flat file (csv or text) via an export from your admin back office to then consume it in the third-party solution.

How to make requests to the Particeep API?

Nothing's easier! Particeep provides interactive documentation accessible via this link: https://api.particeep.com/swagger

You can start your first queries via this tutorial: https://www.particeep.com/en/doc/start

Good to know:

• Constitute your request via the graphql solution via this tutorial: https://www.particeep.com/en/doc/graphql
• Creation of the request via https://api.particeep.com/graphiql
• An example of the result file

For any questions, contact our team at support@particeep.com