Connection

To connect to Hypergene Portfolios you need to specify your login credentials (username + password) and Portfolio ID.
Optionally, you can also specify the Domain if you are not hosted in the standard Portfolios cloud environment.

Properties

Name	Type	Description
Portfolio ID	Required	The Portfolio ID to connect to.
Domain	Optional	Specify the domain if you are not hosted in the standard Portfolios cloud environment. The default value is 'https://hub.thinking1.com'.
User name	Required	The user name to authenticate with.
Password	Required	The password to authenticate with.

Description

If you are already familiar with the Portfolios HTTP API, defining a connection enables Flow to connect to the API v2 endpoint at https://hub.thinking1.com/{portfolio-id}/api/v2 using the provided credentials for authentication.
If you specify a custom Domain, the address will be {domain}/{portfolio-id}/api/v2, for example https://apps.myorg.com/portfolios/{portfolio-id}/api/v2 where https://apps.myorg.com/portfolios is the custom domain.

Having a connection defined, you can then use the Get report data and Upload data actions to fetch and submit data to Portfolios.