Overview
A new Data Feed with Swyftx that enables automatic import of cryptocurrency transactions and daily balances for a more streamlined and efficient workflow.
This data feed is free of charge as part of the supported Wraps and Investment Platforms.
Authority Process
Here is a step-by-step guide on how to create, view, and revoke an API key, just as shown in the video:
1. Log In to Your Account
- Navigate to the Swyftx login page.
- Enter your email address and password, then click Sign In.
2. Access Account Settings
- Once logged into your dashboard, locate your profile name in the top right corner and click on it to open a dropdown menu.
- Select Account settings from the list.
3. Navigate to API Keys
- In the menu on the left side of your screen, scroll down and click on API keys.
4. Create a New API Key
- Click the Create new key button located on the right side of the screen.
- A window will pop up. Type a name for your key in the API key nickname box (in the video, the user types "Advisor").
API Key Nickname
The Swyftx account holder uses the API Key Nickname to identify the purpose of the API Key.
It is recommended that the API Key Nickname reflects the connected service, for example, BGL Data Feed.
- Under the access options, select the radio button for Advisor access.
- Click Continue.
5. Verify Your Identity
- For security purposes, you will be prompted to enter your account password.
- Check the I'm not a robot box and complete the reCAPTCHA picture puzzle if it appears.
- Click Continue.
6. Copy and Save Your Key
- Your API key is now generated! Click the Copy button next to the key string and save it somewhere secure (like a password manager).
- Once you have it safely stored, click I understand to close the window.
7. Manage or Revoke Your Key
- Back on the main API keys page, you will now see your newly created key in the list.
- To view its permissions, click the Info button next to the key.
- If you ever need to disable this key, you can click Revoke key at the bottom of the info window, then click Revoke API key to confirm.
- Finally, click the red Remove button on the main list to delete the revoked key from your dashboard entirely.
BGL Setup
| From the Main Toolbar, navigate to Connect. | |
| Select Feed Management. | |
| From Wraps and Platforms, select Setup. |
Wrap Feed Setup
- Entity: Select the entity to establish the feed.
- Feed Provider: Select Swyftx.
- Swyftx API Key: Input your Swyftx API Key and select Validate (The Swyftx API Key can be found in your Swyftx Account)
- Bank Account: Select the relevant Bank Account (optional)
- Do not import data before date: Input the last date of any data that was manually entered prior to feed activation.