# From Version 0.0

To get the most out of PDF Insights, we **strongly recommend** that you migrate to [version 1.5](https://docs.moneythumb.com/pdf-insights/0_overview) of our API.

## Migrating to Version 1.5

To mitgrate from Version 0.0 to Version 1.5, follow the steps below.

### Updating Your API Version

You can upgrade in three steps:

1. Change your URL from `/webapi/<path>/<endpoint>` to `/api/v1.5/<endpoint>` in all calls.
2. Switch to the [header authentication method](#header-authentication-id) for all calls.
3. Update each individual API call by using steps 1 and 2.


### Using Header Authentication 

In Version 1.5, you now send authentication credentials in request headers instead of the body.

#### Username/Password 

If you currently send username and password to `/webapi/authenticate` and then use the session token for the other API calls, do the following:

1. Log into [PDF Insights](https://insights.moneythumb.com) to confirm your credentials work.
2. Remove the following fields from your calls:
  - `username`
  - `password`
  - `product`
  - `token`
  - `customer-id`
3. Make a first call to `GET /api/v1.5/authenticate` to receive a session token.  Send two headers:
  - `Authorization: Basic base64(username:password)`
  - `MT-Product: <pdfinsights or pdfinsightstp>`
4. Make all other API calls with the headers
  - `Authorization: Bearer <session token>`
  - `MT-Product: <pdfinsights or pdfinsightstp>`


#### License Code

If you currently send a 96-digit license code with all API calls, do the following:

1. Remove the following fields from your calls:
  - `username`
  - `password`
  - `product`
  - `token`
  - `customer-id`
2. Send the following two headers with all your API calls:
  - `Authorization: Bearer <license coce>`
  - `MT-Product: <pdfinsights or pdfinsightstp>`


**Note:** We **strongly recommend** you to switch to username/password authentication (see [above](#username-password-id)) as license codes are long-lived and hard to revoke.

For more information, see [Authentication](https://docs.moneythumb.com/pdf-insights/2_authentication).

### Update API Endpoints

Use the table below to find the equivalent v1.5 API call for each v0.0 call you make.

| **v0.0 API Call** | **Equivalent v1.5 API Call** | **Details** |
|  --- | --- | --- |
| `POST /webapi/authenticate` | `GET /api/v1.5/authenticate` | See [Authenticate](https://docs.moneythumb.com/pdf-insights/api-reference/other/authenticate) |
| `POST webapi/application/new` | `POST api/v1.5/new` | See [Create Application](https://docs.moneythumb.com/pdf-insights/api-reference/other/new) |
| `POST webapi/pdfconvert/makecsv` | `POST api/v1.5/makecsv` | See [Convert a document](https://docs.moneythumb.com/pdf-insights/api-reference/other/makecsv) |
| `POST /webapi/analyze/scorecard` | `POST /api/v1.5/scorecard` | See [Get Scorecard](https://docs.moneythumb.com/pdf-insights/api-reference/other/scorecard) |
| `POST webapi/analyze/transactions` | `POST api/v1.5/transactions` | See [Get transactions](https://docs.moneythumb.com/pdf-insights/api-reference/other/transactions) |


## Next Steps 

Once you migrated to version 1.5, explore these endpoints and features to get the most out of the latest version of PDF Insights.

### Convert Multiple Files using One Endpoint

Instead of using `/makecsv` endpoint to convert one file at a time, you can now use the [/uploadpdfs](https://docs.moneythumb.com/pdf-insights/api-reference/other/uploadpdfs) endpoint. This endpoint now allows you to authenticate, convert multiple files, and bring in Scorecard and Transaction data--all in one call.

For details, see [Convert multiple documents](https://docs.moneythumb.com/pdf-insights/api-reference/other/uploadpdfs).

### Retrieve MoneyThumb Scorecard in Excel Format

You can now retrieve the MoneyThumb scorecard in an Excel format by using the `/makexls` endpoint. For details, see [Get scorecard (Excel)](https://docs.moneythumb.com/pdf-insights/api-reference/other/makexls).

### Retrieve a SignedURL to see MoneyThumb Scorecard

You can now retrieve a signedURL to see the MoneyThumb scorecard by using the `/signedURL` endpoint. For details, see [Retrieve signed scorecard URL](https://docs.moneythumb.com/pdf-insights/api-reference/other/signedurl).

### Update the MoneyThumb Scorecard in Google Sheets

You can now update the MoneyThumb Scorecard in Google Sheets by using the `/googlesheets` endpoint. For details, see [Update Google Sheets](https://docs.moneythumb.com/pdf-insights/api-reference/paths/~1googlesheets/post).

### See Conversion Results

To see the conversion results, use the `/getresults` endpoint. For details, see [Get Results](https://docs.moneythumb.com/pdf-insights/api-reference/other/getresults).

### See Remaining Conversions

To see the remaining conversions, use the `/getremaining` endpoint. For details, see [Get Remaining](https://docs.moneythumb.com/pdf-insights/api-reference/other/remaining).

### Update Summary Data in Statements

You can now update the summary data in statements by using the `/updatesummary` endpoint. For details, see [Update summary](https://docs.moneythumb.com/pdf-insights/api-reference/other/updatesummary).

### Delete Statements

You can now delete a statement from your conversions by using the `/deletestmt` endpoint. For details, see [Delete Statement](https://docs.moneythumb.com/pdf-insights/api-reference/other/deletestmt).

### New Way to Update Profile Information

The `/profile/setvalue` endpoint has been deprecated. So now, you can update all profile information for a user in the **Underwriter Settings** of the [Insights UI](https://insights.moneythumb.com/).

## Additional Enhancements

* When using the [/uploadpdfs](https://docs.moneythumb.com/pdf-insights/api-reference/other/uploadpdfs) endpoint with a `webhook` parameter, there's a 202 response that says the file was accepted.
* Duplicate field names have been removed.
* Simplified the date format in the response. The dates are now in `yyyy-mm-dd` strings.
* Each transaction now has a unique `id` field in the response.
* Added an index number field (`accountidx`) for accounts and transactions in the response for the scorecard.
* All error messages now return in JSON format.
* The default format of the Scorecard JSON output was changed to replace spaces with underscores, `#` with `num`, and all apostrophes and slashes were removed.
* We've changed `tpreasons` to be text values of the ThumbPrint reasons instead of the previously used index numbers.
* For webhook calls made by MT, the HTTP User-Agent is now set to `MoneyThumbWebhook/<version>`. You might need to update your whitelist with the new MT User-Agent.