Overview

Torii integrates with Standard Metrics and syncs:

• Users (email, first name, last name, and role)
• Licenses (each user gets the Standard Metrics license, since Standard Metrics does not charge by seat)

• You can constantly stay updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.

Requirements

Accounts & Permissions

• A Standard Metrics user account. Admins, Editors, and Viewers can all create API keys for themselves.
• The API key has the same permissions as the user it is created for. We recommend creating the key as a user with the least access needed, such as a Viewer.

Required keys

To connect this integration, we require the following:

• Client ID
• Client Secret

How to Generate the Required Values

Follow these steps to generate the required values:

Step 1: Create an API key

1. In Standard Metrics, from the firm view, click Settings in the left-hand navigation menu.
2. Select the Developer Settings sub-tab.
3. Click Add Application.
4. Enter an Application Name and Description.
5. For Authentication Method, select Client Credentials.

Step 2: Copy the Client ID and Client Secret

1. Once the application is created, copy your Client ID and Client Secret. You can click the clipboard icon to copy each value.

How to Connect the Integration

1. Go to the Integrations page in Torii.
2. Search for Standard Metrics and click Connect.
3. Enter the Client ID and Client Secret.
4. Click Connect.

For any further questions, please contact Torii Support.