API – Integration

Integrate Essential Finance Partners directly into your own systems with our easy-to-use API. Connect your CRM, web platform or internal tools so your team can request finance, track proposals and manage customers without ever leaving their day-to-day workflow.

Full API Integration – Integrate Finance Quoting into Your CRM

Seamless Finance Integration for High-Performing Sales Operations

Our API allows software providers, IT resellers, manufacturers, resellers & suppliers to integrate finance directly into their existing systems. Finance pricing becomes part of your everyday sales workflow — frictionless, fast, and fully automated.

Key Benefits

  • Live Finance Rates Directly Inside Your CRM

    Enable your sales team to access real-time repayment options without leaving your CRM or quoting tool.

  • Push Quote Requests Automatically

    Your CRM can send quote requests directly into the EFPortal, ensuring nothing gets lost and everything is centralised.

  • Remove Manual Work

    No more copying, pasting, or rekeying information. Data flows automatically.

  • Designed for Developers and Sales Teams Alike

    Clear documentation, responsive endpoints, and support from our technical team.

  • Accelerate Sales Cycles

    With finance built into the workflow, your team can present options instantly and keep the momentum with your customer.

Why It Matters

Businesses that embed finance into their sales stack consistently see higher conversion rates, smoother processes, and stronger recurring revenue. The integration becomes invisible — finance simply becomes part of the way your sales team sells.

Integrate finance into your CRM

Our REST-based API is designed to slot neatly into modern CRMs and platforms. Use it to obtain accurate bespoke finance options instantly, send us proposals and pull back status updates exactly where your sales and account management teams already work.

You will be allocated your own dedicated, unique bespoke API end-points so that you get the exact information you need.

The API has been built to be straightforward, while still meeting financial services standards around security, auditability and data protection.

What you can do with the API

  • Send customer and asset details directly from your CRM to receive instant finance quotes
  • Retrieve live status updates on applications without leaving your own system.
  • Trigger emails and workflows in your CRM when a proposal is created, approved or completed.
  • Securely pass data using API keys and HTTPS, with logging to support compliance.

Whether you’re using Salesforce, HubSpot, Dynamics, a bespoke CRM or your own internal platform, our team can work with your developers to map the API into your existing flows.

Simple for developers

We provide clear documentation, example requests and responses, plus guidance on how best to embed finance journeys into your user experience.

  • JSON over HTTPS
  • Well-defined endpoints
  • Support from our integration team

To expore embedding Finance with your sales, please get in touch and we’ll set you up.

Authentication

To access the Essential Finance API, you authenticate using your partner credentials. Send a POST request with your username and password to receive a JWT token. This token must then be included in the Authorization header for all further requests along with your unique API Key.

🔐 Login Request (JSON)

{
    "username": "partner@efportal.co.uk",
    "password": "XXXXXXXXXXXXXXXX"
}

🔁 Login Response (JSON)

{
    "username": "partner@efportal.co.uk",
    "roles": [
        "ROLE_EXTERNAL_PARTNER"
    ],
    "jwtToken": "XXXXXXXXXXXXXXXXXXXXXXXXXXXX"
}

Use the returned jwtToken in all subsequent API requests: 

Authorization: Bearer XXXXXXXXXXXXXXXXXXXXXXXXXXXX

Example end-point

Once authenticated, you can sent a POSTrequest for monthly payments by sending your customer’s company number, the desired term and amount. This endpoint requires two headers:

  • Authorization: Bearer <JWT Token from Login>
  • X-Partner-Key: Your assigned API key

📨 Header

Authorization: Bearer XXXXXXXXXXXXXXXXXXXXXXXXXXXX
X-Partner-Key: API_KEY

📤 POST Request (JSON)

{
    "companyNumber": "15795625",
    "term": "36",
    "amount": "20000"
}

📥 Response (JSON)

{
    "companyName": "ESSENTIAL FINANCE PARTNERS LIMITED",
    "companyNumber": "15795625",
    "amount": "20000",
    "term": "36",
    "tier": "TIER X",
    "payments": "XXX.XX"
}

The tier field gives you an indication of Customer Credit Status and the payments field allow you to show indicative pricing instantly inside your CRM or website workflow.

Next steps

If you’d like to explore integrating Essential Finance Partners into your CRM or platform, contact us. We’ll walk you through the key endpoints, data requirements and best practices, and help your developers get up and running quickly.

Contact Us to explore further