TrackerRMS Help

Your one-stop shop for help on TrackerRMS

Back to Topics

Help Topic: REST API Authorization


Authorization Process for Tracker API

When logged into Tracker, you are already authenticated. A section in Tools and Settings has been created to generate the bearer token for access to the API which bypasses the need for the OAuth2 step of ourauthentication process. If you generate a new token the previous token will become invalidated.

STEP 1 – Log in to your Tracker Database and take note of the server location in the URL

For example, this database is housed in the US:

A screenshot of a computer

AI-generated content may be incorrect., Picture

Note: You will access a specific URL to interact with the API based on the server location (See Step 3)

STEP 2 – Within Tracker, go to Tools & Settings | Security Settings | API and copy your
existing token or generate a new one

A screenshot of a computer

AI-generated content may be incorrect., Picture

STEP 3 – Visit the correct link based on the database location:

US Databases: https://evousapi.tracker-rms.com/swagger/index.html

Canadian Databases: https://evocaapi.tracker-rms.com/swagger/index.html

All Other Locations: https://evoglapi.tracker-rms.com/swagger/index.html

STEP 4 – Navigate to the Auth section and utilize the /ExchangeToken endpoint to obtain
your JWT token after pasting in the token from Tracker into the request body then Execute

A screenshot of a computer

AI-generated content may be incorrect., Picture

Your response will include the JWT token:

A screenshot of a video game

AI-generated content may be incorrect., Picture

Step 5 – Plug the JWT token into the Authorize function at the top then click Authorize

A screenshot of a computer

AI-generated content may be incorrect., Picture

You can now interact with the Tracker API by choosing your endpoint, for example in this case getting details for a Contact record:

A screenshot of a computer program

AI-generated content may be incorrect., Picture

Once authorized, you’ll notice the padlock moves to a locked position

A screen shot of a computer

AI-generated content may be incorrect., Picture

If you utilize the ‘Select a definition’ dropdown at the top, this removes your JWT token from the Authorize utility / unlocks the padlock

A screenshot of a computer

AI-generated content may be incorrect., Picture

A screenshot of a computer

AI-generated content may be incorrect., Picture