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Migrate a Workspace

Overview​

The API Comparison table highlights the shared actions and API methods between IQM and The Trade Desk for creating and managing Workspaces, Customers, and Advertisers. 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 Workspace API Guidelines.

Definitions​

IQMTTDDescription
OrganizationPartnerThe entity containing an Organization's or company's details (address, email, website, etc.).
Workspace (User)PartnerA user that signs up with the platform and receives authentication credentials: Organization Workspace ID (owId) for IQM; Partner ID for The Trade Desk. Workspace Users are also referred to as Advertisers or Customers in different contexts.
Advertiser (Customer)AdvertiserOnce an Advertiser is assigned to a Workspace User, they become a Customer (they also operate as their own Workspaces). An Advertiser can be assigned to one Workspace; and they can have multiple Insertion Orders assigned to them.

API Comparison​

Base URLs
  IQM: https://app.iqm.com
  
  TTD: https://api.thetradedesk.com
ActionIQM EndpointTTD EndpointNotes
Create an Organizationn/an/aFor IQM, Organization details are created on Customer invite/assignment.

For TTD a Partner profile is created when access is granted to the API.
Get Organization DetailsGET/api/v3/ua/organization/view-profile
GET/api/v3/ua/user/allowed-organizations		POST/v3/partner/query
GET/v3/partner/{partnerId}
Add Advertiser ProfilePOST/api/v3/ua/organization/advertiser/add
POST/api/v3/ua/customer/invite
POST/api/v3//ua/user/customer/assign		POST/v3/advertiserFor IQM, an Advertiser is created when inviting a Customer to signup, and then assigning them to a User.
Get Advertiser DetailsGET/api/v3/ua/organization/advertisers/list
GET/api/v3/ua/customers/list		GET/v3/advertiser/{advertiserId}
User PermissionsPOST/api/v3/ua/user/application/add
POST/api/v3/ua/customer/application/add		POST/v3/contract
For TTD permissions for an Advertiser are defined in the entity which it is interacting with. E.g. in the "contract" entity, the permissions object allows or forbids Advertiser permissions.

More Workspace Resources​

IQM:

TTD: