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Overview

To authenticate with Unanet, you need four key pieces of information:

1. API Key - Your Unanet Access Key
2. Firm ID - Your Unanet subdomain
3. Username - Your Unanet username
4. Password - Your Unanet password

This guide will walk you through finding or creating those credentials within Unanet.

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Prerequisites:

• Before you can use Compass, you will need a client key issued to you by Cosential.
• If you are not currently a Cosential client, you will also need a Cosential account or a sandbox account.

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Step 1: Finding Username and Password

1. Log in to Unanet.
2. Create a user with a Username and Password.

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Step 2: Finding the Firm ID

1. Find the Server URL, which will have a format similar to https://<subdomain>.infocusapp.com/api/<database-name>.
2. Find the Firm ID (the subdomain name).

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Step 3: Finding the API Key

1. Navigate to Administration > API Management > Manage Keys to create a new API Key.

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Step 4: Connect Your Unanet Account

To authenticate using your API credentials, navigate to the Unanet authentication form. Enter your credentials as follows:

• User Name: Your Unanet username
• Password: Your Unanet password
• Firm ID: Your Unanet Firm ID
• API Key: Your Unanet API Key

Click “Connect” to complete the authentication.