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.
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.