Integrations
Fynex provides multiple ways to connect your existing systems with your collections workflow. You can import and export data, receive real-time event notifications via webhooks, and access the full REST API for programmatic control.
What You Can Integrate
| Capability | Description |
|---|---|
| CSV/Excel Import | Upload account portfolios from spreadsheets through the UI |
| REST API | Read and write accounts, contacts, payments, and interactions over HTTP |
| Webhooks | Receive real-time HTTP POST notifications when events occur in Fynex |
| Data Export | Export accounts and interaction data as JSON or CSV for external reporting |
Getting Started
- Create an API key — Go to Settings > Integrations and generate an API key with the scopes your integration needs. See the API Keys guide for details.
- Configure webhooks — Add a webhook endpoint to receive event notifications as they happen. See the Webhooks guide for setup instructions.
- Start syncing data — Use the REST API to import accounts, export data, or build custom workflows. See Import & Export via API for bulk operations.
Authentication Methods
Fynex supports two authentication methods depending on your use case:
| Method | Use Case | How It Works |
|---|---|---|
| API Key | Machine-to-machine integrations | Send the key in the X-API-Key HTTP header |
| JWT Token | Browser-based sessions | Issued by Supabase Auth, attached automatically by the Fynex UI |
For most integrations — CRM sync, ERP import, reporting pipelines — use API keys. JWT authentication is used internally by the Fynex web application.
Integration Guides
| Guide | Description |
|---|---|
| API Keys | Create, manage, and secure API keys |
| Webhooks | Receive real-time event notifications |
| Import & Export via API | Bulk import and export accounts programmatically |
| API Reference | Full endpoint documentation |
TIP
If you only need to import accounts from a spreadsheet, you can use the CSV/Excel import on the Portfolio page without setting up API keys.