Get Customer Key

Updated: 11/19/2024 | Views: 19952

As an added security measure, the Add-In for Microsoft Excel and the Tebra SOAP API require the use of a customer key (in addition to Tebra login credentials) to access your data. System Administrators can request and view the customer key which is an account-specific identifier and the same for all users on the account. The customer key never changes or expires. 

Request Customer Key

  • Create a Customer Care case with the following information to request access to view the customer key.
    Note: The request must be submitted by a System Administrator. 
    • Category: Select Product Support.
    • Issue: Select Product API.
    • Issue Detail: Select API Inquiry.
    • Subject and Description: Enter a subject for the request and the reason for the request as the description (e.g., to use the Excel Add-In and/or SOAP API).

 

 NewCase_GetCustomerKeyRequest.png

View Customer Key

Once the request is completed by the Customer Care Team, System Administrators can view the customer key.

  1. Click Help > Get Customer Key. The Get Customer Key page opens in a browser.
    Note: To access the Get Customer Key page through My Account, review the Get Customer Key section of My Account.
 Desktop_Help_GetCustomerKey.png
  1. The customer key displays next to Your key.
 TebraMyAccount_GetCustomerKey.png