> For the complete documentation index, see [llms.txt](https://docs.zwapgrid.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zwapgrid.com/client-portal.md).

# Client Portal

- [Overview](https://docs.zwapgrid.com/client-portal/client-portal.md)
- [Environments](https://docs.zwapgrid.com/client-portal/environments.md)
- [Development](https://docs.zwapgrid.com/client-portal/environments/development.md)
- [Production](https://docs.zwapgrid.com/client-portal/environments/production.md)
- [Consents](https://docs.zwapgrid.com/client-portal/consents.md)
- [Consent Lifecycle](https://docs.zwapgrid.com/client-portal/consents/consent-lifecycle.md)
- [Create Consent](https://docs.zwapgrid.com/client-portal/consents/create-consent.md)
- [Grant Consent](https://docs.zwapgrid.com/client-portal/consents/grant-consent.md)
- [Consent Status](https://docs.zwapgrid.com/client-portal/consents/consent-status.md)
- [API Keys](https://docs.zwapgrid.com/client-portal/api-keys.md)
- [Usage](https://docs.zwapgrid.com/client-portal/api-keys/usage.md)
- [Security](https://docs.zwapgrid.com/client-portal/api-keys/security.md)
- [API Key Lifecycle](https://docs.zwapgrid.com/client-portal/api-keys/api-key-lifecycle.md)
- [Users](https://docs.zwapgrid.com/client-portal/users.md)
- [Onboarding](https://docs.zwapgrid.com/client-portal/onboarding.md)
- [Systems](https://docs.zwapgrid.com/client-portal/systems.md): Enable accounting systems and configure System Settings for customer connections.
- [System Settings](https://docs.zwapgrid.com/client-portal/systems/system-settings.md): Configure client-managed Accounting System connections in the Client Portal.
- [System Setup Guides](https://docs.zwapgrid.com/client-portal/systems/setup-guides.md): Prepare, configure, and test each Accounting System supported by API.1.
- [Billy](https://docs.zwapgrid.com/client-portal/systems/setup-guides/billy.md): Prepare a Billy company and test its API.1 connection.
- [Bjorn Lunden](https://docs.zwapgrid.com/client-portal/systems/setup-guides/bjorn-lunden.md): Configure and test a Bjorn Lunden connection with API.1.
- [Bokio](https://docs.zwapgrid.com/client-portal/systems/setup-guides/bokio.md): Create a Bokio test application and configure its Zwapgrid System Setting.
- [Business Central](https://docs.zwapgrid.com/client-portal/systems/setup-guides/business-central.md): Register a Microsoft Entra application and configure Business Central in Zwapgrid.
- [Exact Online](https://docs.zwapgrid.com/client-portal/systems/setup-guides/exact-online.md): Register an Exact Online application and configure its Zwapgrid System Setting.
- [Fortnox](https://docs.zwapgrid.com/client-portal/systems/setup-guides/fortnox.md): Create a Fortnox integration, select scopes, and configure Zwapgrid.
- [Procountor](https://docs.zwapgrid.com/client-portal/systems/setup-guides/procountor.md): Request a Procountor test environment and configure its Zwapgrid System Setting.
- [QuickBooks Online](https://docs.zwapgrid.com/client-portal/systems/setup-guides/quickbooks-online.md): Create an Intuit app and configure QuickBooks Online in Zwapgrid.
- [Tripletex](https://docs.zwapgrid.com/client-portal/systems/setup-guides/tripletex.md): Prepare a Tripletex API test account and connect it through Zwapgrid.
- [Visma Dinero](https://docs.zwapgrid.com/client-portal/systems/setup-guides/visma-dinero.md): Prepare a Dinero test company and connect it through Zwapgrid.
- [Visma e-conomic](https://docs.zwapgrid.com/client-portal/systems/setup-guides/visma-economic.md): Prepare a Visma e-conomic demo agreement and test its Zwapgrid connection.
- [Visma Netvisor](https://docs.zwapgrid.com/client-portal/systems/setup-guides/visma-netvisor.md): Request a Netvisor test environment and validate its Zwapgrid connection.
- [Visma Spiris](https://docs.zwapgrid.com/client-portal/systems/setup-guides/visma-eaccounting.md): Configure Visma Spiris credentials and scopes in Zwapgrid.
- [Xero](https://docs.zwapgrid.com/client-portal/systems/setup-guides/xero.md): Create a Xero OAuth app and configure its Zwapgrid System Setting.
- [Kleer](https://docs.zwapgrid.com/client-portal/systems/setup-guides/kleer.md): Set up a Zwapgrid-managed Kleer connection.
- [Connection Management](https://docs.zwapgrid.com/client-portal/systems/connection-management.md)
- [Client-managed Connection](https://docs.zwapgrid.com/client-portal/systems/client-managed-connection.md)
- [Zwapgrid-managed Connection](https://docs.zwapgrid.com/client-portal/systems/zwapgrid-managed-connection.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.zwapgrid.com/client-portal.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.