How to generate an API access token

Note: Cascade's API is only available on our Enterprise subscriptions. If you wish to set up Integration with Cascade, you can also connect Cascade to hundreds of other platforms using Zapier. Only users with System permission will be able to generate API access tokens.

Generate API token

A personal access token is required if you wish to use our bulk importers or build your own custom integration.

1. Navigate to Profile > System > Security. Click on the '+ Add Token' button to generate a new API token.

2. You can issue the API token to any user in the system. Each token is specific to a user and will grant access to the instance data based on the issued user's permission level. One user can be issued multiple tokens.

3. Select the scope of the token from the scope options drop down. You can select multiple scope for each token.

4. Once a token is created, copy the token and paste it somewhere secure. If a token is no longer in use, delete it from this page.

⚠️ API tokens must be stored securely and kept private. Never share your access tokens with untrusted third parties.

Token Scope Options

User Importer (Bulk)
Allows you to automatically sync users and roles from your HR or payroll system to Cascade using PowerShell script.
Goal Progress & Milestones (Bulk)
Allows you to bulk upload goal historical progress or bulk create and update goal target or milestones on Goals.
Roles & Users
Extract or manage your users and roles data.
Strategy Model
Extract or manage your goal units or goal weights.
Goals
Extract or manage your goals, goal histories, milestones and focus areas data.
Tasks
Extract or manage your tasks.
Issues
Extract or manage your issues and risks.
Updates
Extract or manage your updates on goals.

Please contact us via live chat or email support@executestrategy.net if you have any questions or need help using the API.