Integration of master data

Step 1: Built a new integration

Go to your Qooling and select in the menu Integrations. If you don't have this integration option in your menu, please contact our service desk.

Step 2: Setup of new integration

When you clicked on new integration, please select the OAuth API Connector option. Then give your API Connection a name, for example project data.

Step 3: Copy your token

After you created your API connection you should generate the token to test the API. Click on the button Generate token and copy the token that is showed.

Step 4: Authorize your access

Step 4.1: Go to Swagger UI

After you copy your token, please click on Open API Documentation. A new screen will open.

Step 4.2: Authorize your access

Within the Swagger UI screen, you need to authorize first. Click on Authorize.

Step 4.3: Authorize your access

Now you need fill the value with first the word Bearer, then a space, followed by your token. Then click on Autorize to login.

Step 5: Setup your dataset

Step 5.1 Go to master table controler

Step 5.2 Get your template

When you opened the master table option, you select the GET function. Click on the Try out button. You will see the screen below.

Now you need to fill in the template specification ID. You find this ID by going to your master table in Qooling. The ID is in the URL of this page. The bold selection is your ID.  

https://app.qooling.com/#/registers/11aa22bb-c3d4-5678-e9f1-ghijkl234567

Copy the ID in the Template specification and click on the Execute button. IMPORTANT! There should be one example entry in the table.

The result should be for example:

[
  {
    "number": 1,
    "filingDate": 1691567565000,
    "projectNumber": "P000001",
    "location": "The Hague",
    "id": "444a9d97-8123-4dc4-be53-326f4670df86",
    "projectName": "Qooling Master Table API",
    "filledInBy": "d6579a16-353d-43ce-b083-5e94a1d9f013",
    "customer": "Qooling"
  }
]

Step 5.3 Test your data set

Now we have our template and we can test it. Go back to the master table API. Click now on the POST option. Then click on Try it out and you will see the screen below.

Now fill the ID with the ID of the master table you want to fill (same ID as before). Copy the JSON code you got from your template into the example value. See the example below what you should import.

IMPORTANT! You need to delete the ] [ signs and the following fields: Number, filingDate, id and filledInBy.

{
    "projectNumber": "P000001",
    "location": "The Hague",
    "projectName": "Qooling Master Table API",
    "customer": "Qooling"
}

Step 5.4 Check results

Now you should get an 200 message below your example. This means that the import was OK. Please check the new entry in the master table.