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Using Postman to Automate API On-Boarding
iQmetrix Presents
Automating API Onboarding
Presented by
Kevin Harris
Introductions
Hello!!!
Mini Kevin is
going to be filling
in for me today
What We’ll Cover
• Postman at iQmetrix
• Automating with Postman: Where it began?
• The manual process of API Onboarding
• The automated process of API Onboarding
• The automated process a Video Demo
Postman at
iQmetrix
Who uses Postman at iQmetrix
Sales SupportDevelopers
And many more…
What do we use Postman for
Sales SupportDevelopers
Development
Automation
Testing
Demo’s
Training
Documentation
Support
We have over 450 Employee’s around half use Postman
Postman in my Role
I would be
lost without
Postman.
Automating with Postman:
Where it Began?
Is repetitive
work really
the best use
of People
Resources?
How many times have you heard….
• A manual process
• Takes hours to complete and
• The end result is the same
Skill Requirements for the Manual Process
The manual
process
requires a
skilled person
The Employee Requirements
• Knowledge of all systems
• Good Communication skills
• Detail Oriented
What Does the API Onboarding Specialist Create?
It’s the same
thing every
time.
API Access
Postman
E-mails
API Users
My Story: How it all started
I still felt like
there was a
way to speed
things up.
Documenting the process
saved a days worth of work
My Story: The new Problem
Think outside
the box!!!
How do you eliminate having to enter
the same data in multiple spots?
The Case of the Duplicate
Orders
My First Automation Project
Hello iQmetrix team
Can you please tell us what the original
order number is for PO ABC123
Here are the order numbers we are seeing:
• 123456
• 678910
• 098765
• 432109
Thank you
The Client
My First Automation Project
Solving the ticket
• Call the Middleware Adapter
• Get the Order Number
• Respond to client
Short but
sweet
My First Automation Project
Hello Mr. Client
The original order number is 123456.
I will now close this ticket. If you have
additional questions, please feel to reply
and the ticket will automatically reopen.
Thank you
iQmetrix Team
My First Automation Project
Manual
Process takes
about
10 minutes to
complete
• 1 Ticket = 10 min
• Multiple tickets everyday
Time Investment: 365 tickets = 60 Hours
My First Postman Automation Project
This is where it
all beganMy Experiment: what could I Automate
• Environment Variables
• Test Script
• Ticket Queue’s API’s
My First Postman Automation Project
That’s almost a
week and a half
Manual Process 1 Ticket = 10 min
Automated Process 1 Ticket = 1 min
Time Savings: 365 Tickets = 54 Hours
Onboarding API’s: Vendor Inventory
Service
API Onboarding: Data Entry Points
DB Admin Team
The Manual Process
The DB Admin Team
This is out of scope
for this presentation
Time: N/A
A ticket is manually created
• Creates Database
• Runs Scripts
Entry Point 1: RQ
These Steps
can’t be
automated
with Postman
Time: 20
minutes
After the DB Admin team is finished
• Set-up Test Company
• Security Roles and
• Map Vendor
Entry Point 3: HUB
• Vendor Setup
• Access
Credentials
• Users
• VMI Set up
There are a
lot of little
steps here
which can be
Automated
Time: 45
minutes
Entry Point 4: Postman
We need to
manually
enter
everything we
just created
Time: 45
minutes
Once setup is complete
• Environments
• Collections
• Test Postman Set-up
• Client Resource
Entry Point 5: Zen Desk
This part is very
labor intensive
Time: 150 minutes
Once setup is complete
• Request to Create Test Company
• Request to run Scripts
• Create Onboarding Letter
The Manual Process: Time to Create 1 Package
Could be a
little more little
less depending
experience
• RQ Set up = 20 minutes
• HUB Set up = 45 minutes
• Postman Set up = 45 minutes
• ZenDesk Tickets = 150 minutes
Total time = 260 minutes or approx. 4.5 hours
The Automated
Process
This is so
cool!
API Onboarding: Data Entry Points
DB Admin Team
The Entry Points in the Automated Process
The Automated Process: Postman Part 1
The
environment
form variables
are now stored
in Postman
Scripts
• Create an Environment
• Populate Variables using test script
• Fill out the new Environment Form
• Generate tickets to DB Admin team
Time: 4 minutes
The Automated Process: RQ Set-up
These steps
still can’t be
automated
with Postman
Time: 20 minutes
After the DB Admin team is finished
• Set-up Test Company
• Security Roles and
• Map Vendor
The Automated Process: Postman Part 2
There are 5
new variables
created by the
RQ set-up
• After the RQ set up is complete
• Add Additional Variables to the
Environment
• Use the Postman Runner to complete the
process
Time: 2 minutes
Video Demo
You are
going to love
this!!!
Using Postman to Automate API On-Boarding
The Automated Process: Time Saved
That’s
Half a Day
Manual Process 1 Package = 4.5 Hours
Automated Process 1 Package = 30 min
Time Savings: 1 Package = 4 Hours
The Automated Process: Time Saved
On 10 onboarding
packages we save
One Week
Now we can say….
• An Automated Process
• Takes minutes to complete and
• We can focus on other tasks
iQmetrix.com | 1.866.iQmetrix
© 2014 iQmetrix. All right reserved. iQmetrix, the iQmetrix logo, RQ and other trademarks, service marks, and designs referenced in
this material are the exclusive property of iQmetrix Software Development Corp. and/or its subsidiaries.

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Using Postman to Automate API On-Boarding

  • 4. Introductions Hello!!! Mini Kevin is going to be filling in for me today
  • 5. What We’ll Cover • Postman at iQmetrix • Automating with Postman: Where it began? • The manual process of API Onboarding • The automated process of API Onboarding • The automated process a Video Demo
  • 7. Who uses Postman at iQmetrix Sales SupportDevelopers And many more…
  • 8. What do we use Postman for Sales SupportDevelopers Development Automation Testing Demo’s Training Documentation Support We have over 450 Employee’s around half use Postman
  • 9. Postman in my Role I would be lost without Postman.
  • 11. Is repetitive work really the best use of People Resources? How many times have you heard…. • A manual process • Takes hours to complete and • The end result is the same
  • 12. Skill Requirements for the Manual Process The manual process requires a skilled person The Employee Requirements • Knowledge of all systems • Good Communication skills • Detail Oriented
  • 13. What Does the API Onboarding Specialist Create? It’s the same thing every time. API Access Postman E-mails API Users
  • 14. My Story: How it all started I still felt like there was a way to speed things up. Documenting the process saved a days worth of work
  • 15. My Story: The new Problem Think outside the box!!! How do you eliminate having to enter the same data in multiple spots?
  • 16. The Case of the Duplicate Orders
  • 17. My First Automation Project Hello iQmetrix team Can you please tell us what the original order number is for PO ABC123 Here are the order numbers we are seeing: • 123456 • 678910 • 098765 • 432109 Thank you The Client
  • 18. My First Automation Project Solving the ticket • Call the Middleware Adapter • Get the Order Number • Respond to client Short but sweet
  • 19. My First Automation Project Hello Mr. Client The original order number is 123456. I will now close this ticket. If you have additional questions, please feel to reply and the ticket will automatically reopen. Thank you iQmetrix Team
  • 20. My First Automation Project Manual Process takes about 10 minutes to complete • 1 Ticket = 10 min • Multiple tickets everyday Time Investment: 365 tickets = 60 Hours
  • 21. My First Postman Automation Project This is where it all beganMy Experiment: what could I Automate • Environment Variables • Test Script • Ticket Queue’s API’s
  • 22. My First Postman Automation Project That’s almost a week and a half Manual Process 1 Ticket = 10 min Automated Process 1 Ticket = 1 min Time Savings: 365 Tickets = 54 Hours
  • 23. Onboarding API’s: Vendor Inventory Service
  • 24. API Onboarding: Data Entry Points DB Admin Team
  • 26. The DB Admin Team This is out of scope for this presentation Time: N/A A ticket is manually created • Creates Database • Runs Scripts
  • 27. Entry Point 1: RQ These Steps can’t be automated with Postman Time: 20 minutes After the DB Admin team is finished • Set-up Test Company • Security Roles and • Map Vendor
  • 28. Entry Point 3: HUB • Vendor Setup • Access Credentials • Users • VMI Set up There are a lot of little steps here which can be Automated Time: 45 minutes
  • 29. Entry Point 4: Postman We need to manually enter everything we just created Time: 45 minutes Once setup is complete • Environments • Collections • Test Postman Set-up • Client Resource
  • 30. Entry Point 5: Zen Desk This part is very labor intensive Time: 150 minutes Once setup is complete • Request to Create Test Company • Request to run Scripts • Create Onboarding Letter
  • 31. The Manual Process: Time to Create 1 Package Could be a little more little less depending experience • RQ Set up = 20 minutes • HUB Set up = 45 minutes • Postman Set up = 45 minutes • ZenDesk Tickets = 150 minutes Total time = 260 minutes or approx. 4.5 hours
  • 33. API Onboarding: Data Entry Points DB Admin Team
  • 34. The Entry Points in the Automated Process
  • 35. The Automated Process: Postman Part 1 The environment form variables are now stored in Postman Scripts • Create an Environment • Populate Variables using test script • Fill out the new Environment Form • Generate tickets to DB Admin team Time: 4 minutes
  • 36. The Automated Process: RQ Set-up These steps still can’t be automated with Postman Time: 20 minutes After the DB Admin team is finished • Set-up Test Company • Security Roles and • Map Vendor
  • 37. The Automated Process: Postman Part 2 There are 5 new variables created by the RQ set-up • After the RQ set up is complete • Add Additional Variables to the Environment • Use the Postman Runner to complete the process Time: 2 minutes
  • 38. Video Demo You are going to love this!!!
  • 40. The Automated Process: Time Saved That’s Half a Day Manual Process 1 Package = 4.5 Hours Automated Process 1 Package = 30 min Time Savings: 1 Package = 4 Hours
  • 41. The Automated Process: Time Saved On 10 onboarding packages we save One Week Now we can say…. • An Automated Process • Takes minutes to complete and • We can focus on other tasks
  • 42. iQmetrix.com | 1.866.iQmetrix © 2014 iQmetrix. All right reserved. iQmetrix, the iQmetrix logo, RQ and other trademarks, service marks, and designs referenced in this material are the exclusive property of iQmetrix Software Development Corp. and/or its subsidiaries.