Welcome, Developers!

Canopy API

Q: Who should use the Canopy API?

The Canopy API is built for technically capable firms or their development partners who need custom integrations. For firms without developer resources, Canopy will offer an iPaaS layer of pre-built connectors that function on top of this same API.

Q: What is the Canopy API?

The Canopy API provides a secure, governed platform for reading and writing your practice management data. It allows firms to integrate Canopy client, task, document, and billing data with their own internal systems, data warehouses, and custom tools.

A secure, governed API for reading and writing your firm's client, contact, task, document, and billing data — built to grow with where practice management is headed next.

SWITCH TO CANOPY

Why Build on Canopy

Built on the same system of record as the rest of Canopy — your integrations stay in sync with the same client and workflow data your team already works in.

Read and write clients, contacts, tasks, client requests, custom fields, and documents from your own systems
One secure gateway, with your existing Canopy identity and permissions, per-tenant isolation, and audit logging on every financial call
Built to extend, not just connect. Write access on domains where many practice-management APIs only let you read

Making Your First API Request

Authenticate and verify credentials in your sandbox tenant

Syncing Clients & Contacts

Full create/read/update — no more manual CSV imports

Managing Tasks & Client Requests

Trigger and track work items and portal requests from your own systems

Working with Custom Fields

Define field types and read/write values

Documents: Upload

Write-only access to send documents directly to Canopy from your own systems

Billing & Time Reporting (Coming Soon)

Pull invoices, payments, time entries, expenses, and service codes for reporting and roll-ups

API INTEGRATIONS

How it Works

Get credentials — Request access and generate API keys from the in-app admin console
Call the API — Authenticate once, then read and write across CRM, tasks, and documents — with billing/time as it ships
Build with confidence — Move from sandbox to production with a clear migration path off the legacy API (retiring May 2027)

ALREADY ON OUR LEGACY API?

Nothing changes overnight. The legacy External API is targeted for retirement in 2027, with a clear migration path and advance notice on any breaking changes well before then.

Ready to get started?

Frequently Asked Questions

Can't find the answer you are looking for? Reach out to our support team.

Is the Canopy API secure?

The Canopy API maintains rigorous security standards, including SOC 2 Type II compliance and GDPR compliance. It protects sensitive practice management data with 256-bit encryption for data in transit and at rest.