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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Alteryx for automated journal entries in Blackline

KelleyS
Alteryx
Alteryx

Does anyone have experience using Alteryx to automate the posting of journal entries to Blackline?  Any insights around the Alteryx + Blackline integration and controls around completeness and accuracy of entries would be helpful.  Thanks!

Kelley Sinnock
Strategic Customer Success Manager
Alteryx
2 REPLIES 2
dchu
6 - Meteoroid

I think this is one of the areas that Capitalize Analytics specializes in.

 

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VinayGangidi
5 - Atom

My apologies for responding after one year. This is also something I recently learned.

 

Yes, you can.

 

I do not believe we have a direct connector/tool to connect to Blackline, but Blackline does have open API end points for creating multiple journals and lines. The download tool is used to send API calls to blackline.

 

Here is the blackline API Documentation : https://developer.blackline.com/apis

 

1. You must request that the Blackline administrator grant API access to a specific user profile (which can be yours or any service account profile). The Blackline administrator can provide Instance Details, Scope Details, Client ID, Secret, and API Key.

2. To obtain a token, make an API call; the endpoint can be found here. https://developer.blackline.com/docs/token/1/overview, 

3. Once you have a token, use this endpoint to make API calls to create journals and post data. https://developer.blackline.com/docs/journals/1/overview

 

This requires a little bit of experience working with APIs. The challenge is that Blackline APIs use very granular authentication. To complete these steps, we must first carefully understand their API endpoint details.

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