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Developer Tools

  • API
    • Expanding responses
  • Webhook endpoint

Data Exhange via File Transfer

  • Ophelos via File Transfer
    • Using CSV files
      • How to create CSVs
      • Download templates
      • Placement files
      • Transaction files
      • Arrangement files
      • Closure files
    • Setup SFTP
  • Setup Google Account for Shared Client Drive

Customers

  • Contact Details (Fields & Options)
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Download templates

Find the templates to our upload files here:

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File typeLinkFormatting Guide
📥 Placement filesYYYYMMDD-placement.csvPlacement files
💷 Transaction FilesYYYYMMDD-transaction.csvTransaction files
🎫 Arrangement FilesYYYYMMDD-arrangement.csvArrangement files
❎ Closure FilesYYYYMMDD-closure.csvClosure files

Updated 8 months ago