Presentation of API documentation

You are a developer and:

• you want to create your tailor-made platform using the Particeep API
• you want to integrate the off-the-shelf micro-services offered by Particeep
• you want to connect your turnkey Particeep platform to third-party services

You need the API keys to create your development environment.

How to create my environment?

To create your environment, you must go through the following steps:

• Consult the technical documentation (prod) to discover all the ready-to-use financial services offered by Particeep
• Perform service tests using the public keys provided.
• Choose the API key product only and subscribe to the free plan

The free plan is a sandbox that does not include:

• Technical support
• The creation of a dedicated environment
• Data may be lost

To access the beta technical documentation that includes the new features, click here (beta version) (LIEN)

Understand my developer back office

Particeep provides developers with an administrator back office to manage all customer data.

The back office consists of the following menus:

• Dashboard: quota monitoring, regeneration of API keys ...
• Users: data and document tracking
• Operations: monitoring fundraising operations in fund shares, in company shares, in debt and in capital
• Stocks: monitoring of personalized financial products created via the API
• Documents: monitoring of documents stored on the platform
• Transactions: monitoring of subscriptions made by customers
• Forms: Track all data forms created by the developer
• Signatures: monitoring of documents sent to online signature providers and their statuses
• Data import: simplified data transfer via flat file import. It is possible to make an API request on the Data_Import endpoint to import its database
• Data export: for your personalized data exports
• Webhook: to connect a third-party application following an event on one of the users

How do I write my first lines of code?

Once your environment is set up you must start writing your first lines of code.

To do this, nothing simpler:

• Consult our tutorials via the following link: API integration tutorials
• Check out the different code examples

For any questions, contact our support.