Create your First Document

After you created a trial account and created at least one API Key, you can send your first request to create a document. When creating a trial account, a demo template is created in your storage account automatically.

Prerequisites

1. Trial Account
   Sign up for a trial account.

2. Create an API Key
   In order to send your first request, you will need to create an API Key in the ReportingCloud Portal.

Build your Request

In the following form, the endpoint document/merge is called using JavaScript. You simply need to add your API Key, manipulate the mergeData in the mergeBody object and to send the request.

1. Specify your API Key

   API Key The API Key is securely transmitted to ReportingCloud using HTTPS.

2. Set the return format

   returnFormat PDF DOCX DOC RTF HTML

3. Set the merge data

   [{"yourcompany_companyname":"TextControl, LLC","yourcompany_zip":"28226","yourcompany_city":"Charlotte","yourcompany_street":"6926 Shannon Willow Rd,Suite 400","yourcompany_phone":"7045447445","yourcompany_fax":"704-542-0936","yourcompany_url":"www.textcontrol.com","yourcompany_email":"sales@textcontrol.com","invoice_no":"778723","billto_name":"Joey Montana","billto_companyname":"Montana, LLC","billto_customerid":"123","billto_zip":"27878","billto_city":"Charlotte","billto_street":"1 Washignton Dr","billto_phone":"8872673356","payment_due":"20/1/2016","payment_terms":"NET30","salesperson_name":"Mark Frontier","delivery_date":"20/1/2016","delivery_method":"Ground","delivery_method_terms":"NET30","recipient_name":"Joey Montana","recipient_companyname":"Montana, LLC","recipient_zip":"27878","recipient_city":"Charlotte","recipient_street":"1 Washignton Dr","recipient_phone":"8872673356","item":[{"qty":"1","item_no":"1","item_description":"Itemdescription1","item_unitprice":"2663","item_discount":"20","item_total":"2130.40"},{"qty":"1","item_no":"2","item_description":"Itemdescription2","item_unitprice":"5543","item_discount":"0","item_total":"5543"}],"total_discount":"532.60","total_sub":"7673.4","total_tax":"537.138","total":"8210.538"}]

4. Create the request