Onboarding & IntegrationsRequesting API Access

Requesting API Access

Some Fisar integrations need approval or information from your existing software suppliers before setup can continue.

This usually means asking the supplier for API access, export options or integration documentation. You do not need to manage the technical setup yourself.

Fisar will review the information once it has been provided.

Before Contacting The Supplier

First check whether your team already has access to:

  • API documentation

  • Developer documentation

  • Integration settings

  • Admin settings

  • Export options

  • Existing API credentials

  • Supplier help centre guidance

  • Account manager or support contact details

If you already have documentation or access details, upload them to the secure folder shared by Fisar rather than sending them by email.

The Process

Confirm The System

Decide which system you want Fisar to review. This may be an MIS, safeguarding platform, finance system, HR system or another supplier platform.

Check Existing Documentation

Look in the supplier portal, admin settings, help centre or developer documentation to see whether API or export information is already available.

Contact The Supplier

If the information is not already available, send the supplier a short request using the template below.

Upload Supplier Information

Upload any documentation, instructions, access details or supplier replies to the secure folder shared by Fisar.

Fisar Reviews The Response

Fisar will review the information and confirm whether the system can be connected directly, handled through export or treated as a later phase.

Setup Continues

Once the required information is available, Fisar will continue setup. Please allow 24–48 hours per integration once complete access information has been provided.

What To Ask The Supplier For

Ask the supplier to confirm:

  • Whether API access is available

  • Whether export access is available

  • What approval process is required

  • Whether third-party integration is allowed

  • What documentation is available

  • What credentials, keys or permissions are required

  • Whether there are any restrictions on the data that can be accessed

  • Who Fisar or your team should contact if further technical questions arise

Supplier Request Template

Subject: Fisar integration with [System Name]
Hi [Name],

We are currently working with Fisar to set up our SAR processing workflow and would like to understand what integration options are available for [System Name].

Please could you confirm whether API access, export access or third-party integration support is available?

If so, please could you send over any relevant documentation, setup steps, approval requirements, credentials process or technical restrictions we should be aware of?

If there is a better person or team to speak to about this, please could you point us in the right direction?

Many thanks,
[Sender name]

What To Upload To Fisar

Upload anything the supplier provides, including:

  • API documentation

  • Export documentation

  • Setup guides

  • Approval forms

  • Authentication instructions

  • API keys or credentials

  • Endpoint information

  • Supplier replies

  • Contact details for technical support

Do not send sensitive credentials or API keys by normal email unless Fisar has specifically asked you to do so. Use the secure upload folder provided during onboarding.

If The Supplier Says No

Some suppliers may not allow direct API access or may only support limited export options. If this happens, upload the supplier’s response to the secure folder and let Fisar know. Fisar will then review whether there is an alternative route, such as:

  • Manual export

  • Scheduled export

  • Different permission route

  • Later-phase integration

  • Excluding that system from the first onboarding phase

If The Supplier Does Not Reply

Supplier responses can sometimes take time. Suggested follow-up timing:

TimingAction
After 3 working daysSend a polite follow-up to the supplier.
After 7 working daysAsk your account manager or support contact to escalate.
After 10+ working daysTell Fisar so the onboarding plan can be adjusted.

Supplier Follow-Up Template

Subject: Follow-up: Fisar integration with [System Name]

Hi [Name],

I’m following up on the request below regarding API, export or integration access for [System Name].

We are currently onboarding with Fisar and need to understand what access options are available so the integration can be reviewed.

Please could you let us know who the best person or team would be to help with this?

Many thanks,
[Sender name]

Important Notes

  • Fisar can guide the process, but supplier approval is often outside Fisar’s direct control.

  • Some suppliers respond quickly, while others may take longer.

  • Some systems may only support exports rather than direct API integration.

  • A system cannot be confirmed until the supplier’s access route is clear.

  • Microsoft 365 and Google Workspace are usually handled separately during onboarding.

Simple Rule

Ask the supplier for API access, export options and integration documentation. Then upload their response to the secure Fisar folder so the team can review the best route.

Was this page helpful?