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How to manage Generate API Key?

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The API Secret Manager module allows users to generate API keys for integrating 3rd-party systems with TextCRM. This provides a secure way to authenticate and connect external systems to the platform. Follow the steps below to manage and use API keys effectively.

Steps to Generate an API Key

Step 1 : Navigate to API Secret Manager

  • From the main menu, go to API Settings.
  • Select the API Secret Manager option to open the API management interface.

    Step 2 : Open the Generate API Key Modal

    • Click the Create New button located at the top-right corner of the page.
    • A modal titled Generate an API Key will appear.

      Step 3 : Enter API Key Details

      • In the modal, fill in the following field:
      • Title: Enter a descriptive title for the API key (e.g., “CRM Integration” or “Payment Gateway”).
      • Click the Confirm button to proceed.

      Step 4 : View the Generated API Key

      • Once confirmed, the API key will be generated and displayed in the list.
      • Note down the key or copy it securely, as it will not be displayed again for security reasons.

          Features of API Secret Manager #

          1. Secure API Key Generation:
            • Create unique API keys for different 3rd-party systems.
            • Ensure secure integration with external platforms.
          2. API Key Management:
            • View a list of generated API keys, including their titles and creation dates.
            • Keep track of all keys in one centralized location.
          3. Search and Filter:
            • Use the search bar to quickly locate specific API keys by title.
          4. Actions:
            • Edit: Update the title of an API key for better organization.
            • Revoke/Delete: Disable or remove an API key if it is no longer needed.

          Best Practices for Using API Keys #

          1. Use Descriptive Titles:
            • Assign clear and meaningful titles to your API keys for easy identification.
          2. Store Keys Securely:
            • Copy and store the generated API key securely. It will not be displayed again in the system.
          3. Limit API Key Access:
            • Only provide keys to trusted 3rd-party systems and ensure they use them responsibly.
          4. Regular Audits:
            • Periodically review and revoke unused or compromised keys to maintain security.
          5. Scope and Permissions:
            • Restrict the use of API keys to specific functions or modules if your system supports scoped access.

          Common Use Cases for API Keys #

          1. Integrations:
            • Connect TextCRM to payment gateways, marketing tools, or CRM systems.
          2. Custom Applications:
            • Use API keys to build custom integrations or automate workflows.
          3. 3rd-Party Tools:
            • Provide secure access to external developers or services re

          Troubleshooting API Key Issues #

          1. Key Not Working:
            • Ensure the API key is entered correctly in the 3rd-party system.
            • Check if the key has been revoked or expired.
          2. Lost API Key:
            • Generate a new key and replace it in the connected system.
          3. Unauthorized Access:
            • Immediately revoke compromised keys and issue new ones.

          Outcome #

          The API Secret Manager module in TextCRM provides a secure and efficient way to manage API keys for external system integrations. By following the above steps and best practices, you can safely connect 3rd-party tools and enhance your system’s capabilities.

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          Updated on December 22, 2024