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When to use this — your developers will send transactions to HOST through the API instead of monthly file uploads, and need a key for testing (Development) or for live data (Production).

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Before you start

• [ ] You're a Manager of the organization (the API Keys page is managers only)
• [ ] A name for the key that says which system will use it
• [ ] Which scopes it needs: Write transaction, Read transaction, or both
• [ ] For Production: the date range of transaction data HOST should review, and a note about the systems involved
• [ ] Somewhere safe to store the key (a secrets manager, not a chat message)

Steps — development key

1. Sidebar → Help & Tools → API Keys (opens on Development).
2. Enter a Name, tick the scopes, click Create development key.
3. Click Copy and store the key. It's shown once.

Steps — production data review

1. Switch to the Production tab.
2. Under Data review required, set the Start date and End date of the period to review and add any notes.
3. Click Request data review. The status strip shows In review.
4. Wait for HOST's email. Approved unlocks the create form; Changes requested shows a reviewer note to act on before requesting again.

Steps — production key

1. On the Production tab (once approved), enter a Name, tick scopes, click Create production key.
2. Copy and store the key immediately.