User's guide /

Integrations

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Revolut

Revolut

The following operations can be performed in OBS ERP:

  • Import transactions history
  • Import account balance
  • Counterparties - get information and create a new counterparty
  • Transfers - create a transfer

Integration Instructions

Step 1: Create public and private keys as described in the official Revolut API documentation.

Step 2: Create a new API Connection in Revolut:

2.1 Open "Connect"

2.2 Add a certificate

Add the contents of your public key. Please note the redirect link, and replace "instance" with the name of your OBS ERP instance.

2.3 Note the Client ID

2.4 Add configuration in OBS ERP

Go to "Administration → Settings" and add the configuration (replace "instance" with your OBS ERP instance):

2.5 Attach your private key

In OBS ERP Settings, attach your private key to the setting "revolut_private_key".

2.6 Enable API Access in Revolut

Go back to Revolut and enable API Access.

Special Use Cases

For any special use cases, please get in touch with an OBS ERP representative.