Provisioning

Model

Autofy has an entity model that follows this basic structure:

userID
  |- endpointID

Where a userID is associated with an organization which may have 1 or many company files that they manage, and an endpointID is an individual company. For example, an endpointID represents one QuickBooks Desktop .qbw file.

Process

When you want to provision a new company file so that you can call it on the API, first you'll create the user (which also gives you an Agent Token for use with local accounting apps), then you'll use that user to connect to its company file (endpointID).

The result of the provisioning process will give you the aforementioned endpointID, which you need to store so you can reference it in your API calls. endpointIDs provisioned under your production API Key are counted in your monthly bill.


What’s Next

Visit the next page on how to manage your user's endpoints.

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