User's guide /
Integrations
/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"
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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.
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2.3 Note the Client ID
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2.4 Add configuration in OBS ERP
Go to "Administration → Settings" and add the configuration (replace "instance" with your OBS ERP instance):
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2.5 Attach your private key
In OBS ERP Settings, attach your private key to the setting "revolut_private_key".
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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.