How to use Deltek for Professional Services (DPS) API Explorer

Working with the new Deltek for Professional Services (DPS) Api’s can be a lot of work, especially for firms without fulltime developers, so we’ve created this DPS API explorer tool for you test and explore these api’s without writing any code.

In order to test DPS api you need to first set up client authorization to make API calls into DPS.
To configure the client authorization go to Utilities   >  Integrations   >  API Authorization . Once you ’ve created a new authorization you can use the client_id and client_secret to access the API ’s using your REST client of choice.

 

Next in the explorer tool enter your configuration information.

The server address it’s likely in the form of https:// yourcompany.deltekfirst.com/yourcompany/api/.

Then enter the client id and secret from the API Authorization.

For the login and user name we STRONGLY recommend setting up a temporary test user you can disable or delete when your testing is completed.

And lastly choose if you have windows integrated sign-ons by checking the box or not and enter your databasename. Finally hit the authenticate button to test.

If the information you entered is correct the Toke Received will be true, if not it will stay false. We know a pop-up might be better but hey it’s free.

If the Token Received is true you can start be selecting an api from the drop down like employee.  And you’ll see a result similar to the one below.Note if you choose something like Projects or Contacts it will return all records you have access to… which can take a very very long time to load (5+ minutes)

You can also test the api’s by entering different paths to try, for example this project/030853801/contractdetail will return the contact information for project 030853801

That’s really all there is to it.

Here the overview of what you can access:

DPS  Hub APIs

•         Activities

•         Boilerplates

•         Contacts

•         Employees

•         Firms

•         Marketing Campaigns

•         Opportunities

•         Projects

•         User-defined Hubs

DPS  Configuration APIs

•         Code tables

•         Organizations

•         Accounting codes

•         Other miscellaneous setup

DPS  Transaction APIs

•         Accounts payable

•         Cash receipts

•         Employee expense payments

•         Employee expense reports

•         Invoices

•         Journal entries

•         Payment processing

•         Units

•         Historical information

You can read more about the api’s here:

https://help.deltek.com/product/deltekps/AbouttheAPI.html

And explore most the api’s here to try it out here:

http://help.deltek.com/product/deltekps/api/#/Configuration

Just remove the /api when entering a new api path to test.