Limit API access to what you actually need
Guidelines for scoping the Upikajob API: activation, permissions, resources, pagination, limits, and pre-integration checks.
- access
- enabled for the organization
- authentication
- Bearer token, server-side
- key
- one scope, revocable
- responses
- JSON, paginated lists
- writes
- identified separately
- webhooks
- outside the v1 scope
Enable access and limit permissions
Once access is enabled for the organization, an authorized person creates a key with the permissions needed. The Bearer token must stay on a server you control, never in a public page or code repository.
A key covers one organization’s scope and can be revoked: define its owner, how long it is used, and how it is renewed.
Documented resources to review during scoping
Paginated lists, JSON responses. Write operations are identified separately: reading a resource does not mean you can create, modify, or delete it.
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Employees and hierarchy
IDs and reporting lines
Watch out for: Matching between tools
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Reviews and summaries
Statuses and content, per permissions
Watch out for: Need-to-know access only
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Skills and follow-ups
Follow-ups within scope
Watch out for: Meaning of each field
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Training
Catalog, sessions, providers, and requests
Watch out for: Telling request, acceptance, and scheduling apart
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Documents
Document metadata
Watch out for: Binary content not provided
Define the integration contract
Rate limits, formats, and operations: to be confirmed in the applicable technical reference.
- Resources and fields needed, with their purpose.
- Flow direction, pagination, and read frequency.
- Errors, duplicates, and outages.
- Access revocation and departures.
- Flow monitoring and maintenance.
Helpful answers
Your questions, simply answered.
Pointers to assess your project and prepare the right questions.
All questionsCan I create a key from this page?
No. Keys are created in an authorized setting for the organization; this page only helps prepare your questions.
Can documents be downloaded through the API presented?
No: only their metadata. File exchange is reviewed separately.
Are webhooks available?
They are not part of the API v1 scope presented: do not rely on them without confirmation.
