Migrate Finances

Overview

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

API Comparison

Base URLs

  IQM: https://app.iqm.com
  
  Xandr: https://api.appnexus.com

Action	IQM Endpoint	Xandr Endpoint	Notes
Get Customer Finance Details	GET/api/v3/fa/customer/financial-details	GET/member	For Xandr, Finance details are found and established in the Member entity.
Payment Management	POST/api/v3/fa/customer/payment/add	POST/payment-rule	For IQM, the Finance API has distinct endpoints for creating, editing, approving, canceling, and refunding payments. Xandr, however, uses one endpoint to define a "payment rule".

More Finance Resources

IQM:

• Finance API

Xandr:

• Member Service
• Payment Rule Service
• Create and Manage Invoices article