Validate your account

Follow these steps to validate your account using Postman.
note
Validating your Content Extract account requires you to create a Content Extract definition and invoking a call to the Content Extract Service.
  1. Create an Extract Definition.
  2. Go to
    Tools
    Tax Tools
    Content Extract
    .
  3. Select
    Add Extract
    .
  4. Select your company.
  5. Give your extract a name.
  6. Enter an
    Extract Begin Date
    .
  7. Select
    SAVE AND CONTINUE LATER
    .
  8. Select a data transfer tool.
  9. In this document, you can find examples using Postman.
    note
    This document doesn't cover the installation or usage of this tool. However, there are several excellent documents that you can find online.
  10. Validate using Postman
  11. Open Postman and select
    New
    , then
    Request
    .
  12. Give your request a name and description. Optionally, you can place it in a collection. This is recommended to keep your requests organized.
  13. Enter the URL in the following format: <<ONESOURCE services URL>>/rest/taxtreatments/company/<<company>>/extractName/<<Extract Name>>?loadMethod=FULL. In this example, using the UAT environment the URL is this: https://onesource-idt-cre-uat-ws.hostedtax.thomsonreuters.com/services/rest/taxtreatments/company/<Sample Company Name>/extractName/<Sample Extract Name>?loadMethod=FULL
  14. Enter your Authorization credentials.
    1. Select the
      Authorization
      tab.
    2. Set the type to Basic Auth.
    3. Enter your Content Extract Username and Password.
  15. Select Send.
    note
    After a few seconds, you should receive a response that looks like the following screenshot. Since we didn’t complete the creation of the extract definition, the Staging process hasn’t prepared any extract data for us. However, the Content Extract Service recognized the existence of our extract definition and returned the header level data for an extract. This indicates that our credentials worked as expected.