How do I authenticate to CCH Axcess™ Workflow API?

  • Article Type:
  • How To
  • Last Modified:
  • 05/18/2022

Objectives

Learn how to authenticate to CCH Axcess Workflow API.

Environment

  • XCM
  • API
  • CCH Axcess Workflow API
  • CCH Axcess Workflow

Procedure

How do I authenticate to API?

CCH Axcess Workflow will provide a unique API Key for the Workflow environment for your firm. This API Key should be provided in the header of every API request that you make.
Initially in a new session, you will need to call the authenticate/user endpoint, with the above API Key in the header, and a valid Workflow username and password in the json body. This will return a unique token in response. This unique token needs to be provided in the request header for all subsequent API requests for your session.
Please see our Swagger page for more details.

Additional Information

N/A

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