Portfolio API - Extensis.com

SCALABLE AND EXTENSIBLE

Use the Portfolio API to integrate systems, process, and workflows.

EXTEND THE POWER OF PORTFOLIO

RESTful and SOAP APIs

Portfolio’s APIs make it easy for you to develop applications that streamline processes, eliminate unnecessary duplication of tasks and optimize Portfolio for maximum efficiency.

CONNECT TO CORE BUSINESS SYSTEMS

Support workflow enabled handoffs between your existing systems and Portfolio. Create custom integrations so they can share data and work together seamlessly.

FAST TRACK FUNCTIONALITY

Get started with Extensis Integration and Consulting Services to take advantage of pre-built API customizations, such as DropZone that allows web-based drag and drop upload, Query to Email that delivers a daily email digest containing Portfolio query results, and more.

EXTEND THE POWER OF PORTFOLIO

RESTful and SOAP APIs

Portfolio’s APIs make it easy for you to develop applications that streamline processes, eliminate unnecessary duplication of tasks and optimize Portfolio for maximum efficiency.

CONNECT TO CORE BUSINESS SYSTEMS

Support workflow enabled handoffs between your existing systems and Portfolio. Create custom integrations so they can share data and work together seamlessly.

FAST TRACK FUNCTIONALITY

Get started with Extensis Integration and Consulting Services to take advantage of pre-built API customizations, such as DropZone that allows web-based drag and drop upload, Query to Email that delivers a daily email digest containing Portfolio query results, and more.

API Code References

SOAP API Documentation

View the Portfolio SOAP API documentation to understand the methods and data types supported as well as review C#, PHP, and Java code samples.

REST API Documentation

Download and install Swagger documentation (.zip) for help in creating applications with the Portfolio (2.x) RESTful API.

API Developer Community

Get help with your application directly from Extensis engineers and other Portfolio API developers in our online forum.