Skip to content

Get & use a personal access token

Overview

The primary way to authenticate with the Tallyfy API is using your personal access_token. This token acts on your behalf, granting API requests the same permissions you have within Tallyfy. Simple and straightforward - no OAuth dance required for basic usage.

Getting your personal access token

  1. Log in to your Tallyfy account at https://go.tallyfy.com/.
  2. Navigate to Settings (usually via your profile picture or menu).
  3. Go to the Integrations section.
  4. Select REST API.
  5. Your personal access_token will be displayed here. Copy it securely.

Token Invalidation on Logout

Important: Your personal access token is invalidated when you log out of Tallyfy. This means:

  • Logging out will break any automations using your token
  • You’ll need to obtain a new token after logging back in
  • Consider using application tokens (Enterprise plans) for stable, long-running automations
  • Advise users who need persistent API access to avoid logging out frequently

Using your token in API requests

Once you have your token, you need to include it in the Authorization header of every API request you make. The format is Bearer {your_access_token}.

You also need to include two other standard headers:

  • Accept: application/json (Tells the API you expect a JSON response)
  • X-Tallyfy-Client: APIClient (Identifies the request as coming from a custom API client - don’t forget this header or you’ll get 401s)

Here’s how to add these headers in different languages:

const accessToken = 'YOUR_PERSONAL_ACCESS_TOKEN';
const orgId = 'YOUR_ORGANIZATION_ID';
const apiUrl = `https://go.tallyfy.com/api/organizations/${orgId}/me/tasks`; // Example endpoint
const headers = new Headers();
headers.append('Authorization', `Bearer ${accessToken}`);
headers.append('Accept', 'application/json');
headers.append('X-Tallyfy-Client', 'APIClient');
fetch(apiUrl, {
method: 'GET',
headers: headers
})
.then(response => {
if (!response.ok) {
throw new Error(`HTTP error! status: ${response.status}`);
}
return response.json();
})
.then(data => {
console.log(data);
})
.catch(error => {
console.error('Error fetching data:', error);
});

Remember to replace YOUR_PERSONAL_ACCESS_TOKEN and YOUR_ORGANIZATION_ID with your actual Tallyfy values. (And please don’t copy-paste these placeholders into production - we’ve all been there, but it’s never fun to debug.)


Code Samples > Authentication methods

The Tallyfy API requires proper authentication through personal access tokens or OAuth flow along with specific headers to enable secure platform access and custom integrations.

Open Api > API code samples

The Tallyfy REST API documentation provides code samples across multiple programming languages for integrating with the platform using proper authentication headers and base URL endpoints.

Integrations > Open API

The Tallyfy REST API enables developers to build custom integrations and automate workflows by providing secure access to core platform features through user tokens application tokens or OAuth authentication with comprehensive functionality for process management task operations user administration and data access.

Open Api > Integrate with Tallyfy using the API

The Tallyfy REST API enables workflow integration through user-based or application-based authentication methods while supporting multi-organization contexts and providing webhooks for event-driven functionality.