Delio API Documentation

Use the Delio API to access all the information within your Delio platform including Deals, Portfolio Reporting, Documents and Users.

Getting started

An API key is required to get started. API access must be enabled on your platform. If you do not have access to "API Tools" within your "Platform Settings", please get in touch with your Account Manager.

With API access enabled on your "Platform Settings", head to {your}.delio.online/settings/api and click "Generate token". You will be presented with a key, this key will only be shown once for security purposes. Please copy your API Key and keep it safe.

Guides

Errors

Read about the different types of errors returned by the Delio API.

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Requests

How requests work in the Delio API.

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Core Types

Consistent types made in the Delio API.

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Deal Types

Deal Type combinations within the Delio Platform.

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Transaction Management

Interacting with the Transaction Management system.

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Resources

Deal Management

Learn about managing deals and transaction management.

Currency

Learn about interacting and selecting currencies.

Portfolio Reporting

Learn about the portfolio service and how to interact with it.