What is Quantiumcore?

Quantiumcore is a leading data and financial analytics platform that provides comprehensive tools for managing, analyzing, and processing large-scale financial data. The platform offers an extensive range of features that support various industries, including private equity, venture capital, and investment management.

Quantiumcore enables users to interact with a wide variety of financial data through its powerful APIs. These APIs allow users to fetch detailed information about investments, assets, funds, investors, and more.

What is n8n?

n8n is an open-source workflow automation tool that provides users with the ability to automate repetitive tasks and integrate different applications. It is a no-code/low-code platform, allowing both technical and non-technical users to build automation workflows with ease.

The need of integration

We are currently automating Capria’s quarterly portfolio update process, which involves adding newly invested companies. Previously, this was a manual process of downloading a report from Quantiumcore and manually adding the new companies. The goal is to automate this using n8n, hence the integration of the two systems.

Integrating Quantiumcore with n8n

Quantiumcore offers a robust suite of RESTful APIs designed to facilitate seamless integration with various platforms and services. These APIs adhere to modern conventions, utilizing JSON for both requests and responses, ensuring efficient data exchange. ​Quantium API Documentation

Understanding Quantiumcore APIs

Quantiumcore provides a range of APIs tailored to different entities within its ecosystem:​

Investor Entity

The Investor API module provides endpoints to manage investor-related data, including:

• List of Investor Entities: Retrieve all investor entities.
• Create/Update Investor Entities: Manage investor information.
• Investor Group Summary: Obtain summary statistics of investor groups.

Asset Entity

The Asset API module focuses on asset-related data, offering endpoints to:

• List of Asset Entities: Retrieve all asset entities.
• Asset Summary: Obtain summary statistics of assets.
• Asset Metrics: Access detailed metrics of individual assets.

Fund Vehicle Entity

The Fund Vehicle API module deals with fund-specific data, including:

• List of Fund Vehicles: Retrieve all fund vehicles.
• Fund Summary: Obtain summary statistics of fund vehicles.
• Capital Call/Distribution: Manage capital calls and distributions.

Investee Fund

The Investee Fund API module focuses on data related to investee funds, offering endpoints to:

• Create/Update/Delete Investee Funds: Manage investee fund entities.
• Investee Fund Summary: Obtain summary statistics of investee funds.
• Investment Transactions: Access detailed investment transactions.

Mapping Entities Using IDs

A key feature of Quantiumcore’s API design is the use of unique identifiers (IDs) for each entity. These IDs serve as primary keys, allowing for efficient mapping and association between different data entities. For instance, an investee fund’s ID can be used to fetch related transactions or custom fields, ensuring data consistency and integrity across the platform.​

Authentication with Bearer Tokens

To interact with Quantiumcore’s APIs, authentication is required via a bearer token. This token can be obtained in two ways:​

1. Administrator Dashboard:

• Log into the Quantium application.

• Navigate to the Administrator Dashboard.

• Click on “API Token” and select “Retrieve developer API Token.”

• Copy the generated token.​

2. Authentication API:

• Send a POST request to /api/auth/password/token with a JSON body containing your email and password.

• The response will include the bearer token.​

Note: Bearer tokens are valid for 1 hour and need to be refreshed periodically.

Connecting n8n to Quantiumcore

n8n, a powerful workflow automation tool, allows for seamless integration with external APIs, including Quantiumcore. To connect n8n to Quantiumcore’s APIs:​

1. HTTP Request Node:

• Add an HTTP Request node in your n8n workflow.
• Set the HTTP Method to GET, POST, or as required by the specific Quantiumcore API endpoint.
• Enter the appropriate URL for the Quantiumcore API endpoint.
• In the “Authentication” section, select “Header Auth.”
• Set the “Name” to Authorization and the “Value” to Bearer YOUR_TOKEN, replacing YOUR_TOKEN with your actual bearer token.​

2. Handling Responses:

• Configure subsequent nodes in your n8n workflow to process the JSON response from the API.
• Utilize n8n’s built-in functions to extract and manipulate the data as needed.​

Best Practices

• Token Management: Regularly refresh your bearer token to maintain uninterrupted access to the APIs.
• Error Handling: Implement error handling mechanisms in your n8n workflows to gracefully manage API failures or unexpected responses.
• Data Mapping: Utilize the unique IDs provided by Quantiumcore to establish relationships between different data entities, ensuring consistent and accurate data processing.​

By following this guide, you can effectively integrate Quantiumcore’s APIs with n8n, enabling automated workflows and streamlined data management across your systems.

Reference: https://apidocs.quantium.pe/docs/asset-entity