Migrate Finances

Overview

The API Comparison table highlights the shared actions and API methods between IQM and The Trade Desk for creating and managing Finances, Invoices, and Payments. Select an endpoint to review each platform's relevant API documentation. By comparing APIs, you can migrate your workflow from The Trade Desk to IQM.

For a comprehensive overview of IQM's finance services, see the Finance API.

API Comparison

Base URLs

  IQM: https://app.iqm.com
  
  TTD: https://api.thetradedesk.com

Action	IQM Endpoint	TTD Endpoint	Notes
Get Customer Finance Details	GET/api/v3/fa/customer/financial-details	n/a	The Trade Desk uses the third-party service Coupa to manage Finances.
Payment Management	POST/api/v3/fa/customer/payment/add	n/a
Get Invoice Details	GET/api/v3/fa/invoice-settings GET/api/v3/fa/invoice-settings-payment-details	n/a
Invoice Management	PATCH/api/v3/fa/invoice-settings/{invoiceId}	n/a	Create Invoices article

More Finance Resources

IQM:

• Finance API

TTD:

• Getting Started with Supply Integrations