Orion Advisor Solutions

Orion Advisor Solutions Portfolio Data Sync/Data Sharing API

The PortfolioDataSync/DataSharing API from Orion Advisor Solutions — 17 operation(s) for portfoliodatasync/datasharing.

GitHub OpenAPI

Operations 22

GET /v1/PortfolioDataSync/DataSharing/Sources Returns all DataSharingSource rows that match our current logged in identity as… #
POST /v1/PortfolioDataSync/DataSharing/Sources Creates a new row and adds it to the datasharingsource table #
GET /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId} Gets all DataSharingSources filtered by the DataSharingSourceId #
PUT /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Deactivate Marks a source as inactive (active = false) #
PUT /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Description Sets the description #
PUT /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Reactivate Activates a source #
PUT /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/UpdateFromSourceKeyAsync Updates an existing row from a sourcekey #
GET /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities Returns all DataSharingSource rows that match our current logged in identity as… #
POST /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Import Inserts records based on imported file #
PUT /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Upsert Data sharing update entities async #
PUT /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Upsert/Hypothetical Data sharing preview update entities async #
GET /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMapOverrides Data sharing get entity map overrides async #
PUT /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMapOverrides Data sharing save entity map overrides async #
GET /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMaps Retrieves All entity maps for the current alclientid #
PUT /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMaps Data sharing update all entity maps for current identity async #
GET /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/NotificationSetting Data sharing notification get data sharing notification async #
POST /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/NotificationSetting Data sharing notification upsert data sharing notification async #
DELETE /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/NotificationSetting Data sharing notification delete data sharing notification async #
GET /v1/PortfolioDataSync/DataSharing/Sources/alClientId/{alClientId} Gets all DataSharingSources filtered where the client or destination source… #
GET /v1/PortfolioDataSync/DataSharing/Sources/AllData Get all rows unfilered for DataSharingSource #
GET /v1/PortfolioDataSync/DataSharing/Sources/dataSharingSourceUID/{dataSharingSourceUID} Gets all DataSharingSources filtered by the dataSharingSourceUid or "sourcekey" #
GET /v1/PortfolioDataSync/DataSharing/Sources/EntityLink/IsActive Data sharing is entity data shared async #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfoliodatasync-datasharing-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-portfoliodatasync-datasharing-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio Data Sync/Data Sharing API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfoliodatasync-datasharing-api-openapi.yml