Prerequisites
Your firm must have the "API Terms and Conditions" addendum signed with Orion. If this has already been completed you may set up the API User following the instructions below.
If this has not been completed please contact the Orion Integrations team and request this to be sent to the authorized signer for your firm. They can be contacted at sme-integrations@orion.com or via the "Contact Us" option within your Orion Connect login.
Once the API Terms and Conditions agreement has been executed, we will need:
- ●Client ID
- ●Client Secret
- ●Database ID
This is information you will likely need to reach out to Orion's Integrations team to obtain.
Creating an API User for Milemarker
Follow these steps to create the API user in Orion Connect.
Access Manage Users
In Orion Connect, navigate to the Manage Users section.
Create New User
Create a new user with the following details:
Set User Permissions
Ensure the user has appropriate read-only API permissions for data extraction.
Send Credentials to Milemarker
Securely send the following credentials via Password Link:
Send to connect@milemarker.co
Other Orion Connection Methods
Important Reminder
Please use the email client_role@milemarker.co when setting up Milemarker's user credentials.
Need Help?
If you have any questions or need additional guidance, please contact us.
connect@milemarker.co