Daita Dynamics  ·  RFMX Engagement

Extensiv API Access Setup

A short walkthrough for generating REST API credentials in Extensiv 3PL Warehouse Manager and sharing them with our team.

Estimated time: 10 minutes  ·  Audience: Ben (RFMX)  ·  Prepared by Daita Dynamics

Hi Ben,

To stand up the Claude Code power user environment we discussed, we need read access to your Extensiv data so the system can pull from inventory, orders, customers, and billing. Extensiv handles this through their REST API credential system, which you can provision yourself directly from your 3PL Warehouse Manager account.

This document walks you through it step by step, with the exact screens you'll see. Ping us if anything looks different on your side and we'll jump in.

Before you start
The walkthrough

Generate REST API credentials

1 Open 3PL Warehouse Manager and head to the Support Portal
  1. Log in at app.extensiv.com.
  2. Open 3PL Warehouse Manager from the dashboard tiles.
  3. Click Support in the upper-right corner of the screen.
Support button location in the upper-right corner of 3PL Warehouse Manager
The Support button sits in the top-right of 3PL Warehouse Manager.
2 Open Manage Credentials
  1. In the Support Portal, select Manage Credentials (Beta).
  2. You'll land on a grid showing any existing REST API credentials.
Manage Credentials Beta page in Support Portal
The Manage Credentials grid is where REST API keys are created and stored.
3 Create a new credential
  1. Click Create New Credential.
  2. From the dropdown, choose External REST/Developer.
  3. Click Continue.
Create New Credential button and External REST Developer dropdown
Pick External REST / Developer so the credential is set up for outside integrations.
4 Fill in the credential fields
  1. Customer ID: The Customer ID from your Manage Customers grid in WMS. If the column isn't visible, click the ellipsis on a column header → Columns → check Customer ID.
  2. Platform: Enter "Daita Dynamics" or "Claude Code Integration".
  3. Developer Contact Info: Cade Dannels <cade@daitadynamics.com>
  4. Notes: Anything that helps you identify this credential later. Example: "Daita Dynamics, RFMX Claude Code power user setup".
  5. Check the Enabled box so the credential is active.
Adding Customer ID column to the Manage Customers grid
Showing the Customer ID column in the Manage Customers grid.
5 Assign roles

You'll see two columns: Available Roles on the left, Selected Roles on the right. Hold Ctrl (or Cmd on Mac) to multi-select, then click the top arrow to push them across.

For our integration, please assign the following roles:

CustomerView FacilityView InventoryDetailView ItemView OrderView OrderEdit OrderWrite ReadPropertiesThirdParty ReceiverView
Available Roles and Selected Roles interface with arrow buttons
Move roles from Available to Selected with the arrow buttons.
Heads up: the access level on the customer user tied to this credential does not affect what the API can do. The roles you select on this screen are what control API permissions. Extensiv keeps the user attached for audit visibility only.
6 Save and copy the credentials
  1. Click Save. Extensiv generates the Client ID and Client Secret.
  2. Find the new row in the Credentials Management grid.
  3. Copy the Client ID and Client Secret values. The Client Secret is the sensitive one, treat it like a password.
The Client Secret may only be fully visible at creation time. If you need to rotate or recover it later, you can generate a new credential from this same screen.
7 Grab your 3PL Warehouse Manager ID
  1. Open Extensiv Hub, then go to Users.
  2. Click into the user account tied to the credential you just created.
  3. On the right side of the user detail page, copy the 3PL Warehouse Manager ID.
Users page in Extensiv Hub showing the 3PL Warehouse Manager ID
The 3PL Warehouse Manager ID lives on the right side of the user detail page in Extensiv Hub.
We need this value because Extensiv's token endpoint requires a user_login field, and that field expects the 3PL Warehouse Manager ID, not the Client ID.
8 Grab your Warehouse ID
  1. In 3PL Warehouse Manager, go to Warehouse → Manage Warehouse.
  2. Note the Warehouse ID for the warehouse you want us reading from. If you have multiple, send all of them and we'll filter on our side.

Send these four values back to us

Please share through 1Password (preferred) or whatever secure channel you usually use. Avoid plain email for the Client Secret.

What we'll do once we have these

We'll wire Extensiv into the Claude Code power user environment so Ben and the RFMX team can run skills against your warehouse data, build operational dashboards on top of inventory and order data, and feed it into the wider DataOS setup we're standing up for you.