iLEVEL

iLEVEL is a comprehensive portfolio monitoring and analytics platform designed for private equity and alternative investment firms, providing detailed portfolio company performance tracking, benchmarking, and reporting capabilities to help investment professionals make informed decisions and optimize portfolio performance.

Power end-to-end data operations for your iLEVEL API with Nexla. Our bi-directional iLEVEL connector is purpose-built for iLEVEL, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to iLEVEL or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your iLEVEL workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

• Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
• Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
• API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
• Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites

Before creating an iLEVEL credential, you need to obtain OAuth2 credentials (Client ID and Client Secret) from your iLEVEL Portfolio Monitoring Platform account. The OAuth2 credentials are required for 2-legged OAuth2 authentication with the iLEVEL API.

To obtain your OAuth2 credentials, you need to have an iLEVEL Portfolio Monitoring Platform account. Once you have access to your account, you can view and manage your API credentials in your iLEVEL account settings. The Client ID and Client Secret are used for 2-legged OAuth2 authentication, which uses the client credentials flow to obtain an access token. The access token is then sent in the Authorization header with the Bearer prefix for all API requests to the iLEVEL API. For detailed information about API credential setup and authentication, refer to the iLEVEL Portfolio Monitoring Platform documentation.

Authenticate

Credentials required

Field	Required	Secret	Description
Client ID	Yes	No	iLEVEL Portfolio Monitoring Platform Client ID
Client Secret	Yes	Yes	iLEVEL Portfolio Monitoring Platform Client Secret
Token Endpoint URL	Yes	No	iLEVEL Portfolio Monitoring Platform Token Endpoint URL
iLEVEL API Endpoint	Yes	No	Allowed values: US Sandbox (The US Sandbox environment is a secured copy of the Production environment for client testing.); EU Sandbox (The EU Sandbox environment is a secured copy of the Production environment for client testing.); US Production (The US Production environment is the live client environment.); EU Production (The EU Production environment is the live client environment.)

Create a credential in Nexla

1. After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – iLEVEL

2. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

3. iLEVEL uses 2-legged OAuth2 authentication with the client credentials flow. The Client ID and Client Secret are used to obtain an access token, which is then used to authenticate API requests. Enter your iLEVEL Client ID in the Client ID field. This is the Client ID you obtained from your iLEVEL Portfolio Monitoring Platform account settings. The Client ID is used along with the Client Secret to obtain an access token for API authentication.

4. Enter your iLEVEL Client Secret in the Client Secret field. This is the Client Secret you obtained from your iLEVEL Portfolio Monitoring Platform account settings. The Client Secret is used along with the Client ID to obtain an access token for API authentication.

   Keep your Client Secret secure and do not share it publicly. The Client Secret provides access to your iLEVEL account data and should be treated as sensitive information. Your iLEVEL Client Secret can be found in your iLEVEL Portfolio Monitoring Platform account settings where you manage API credentials. The Client Secret is used along with the Client ID to obtain an access token using the 2-legged OAuth2 client credentials flow. Nexla automatically obtains and refreshes the access token as needed. For detailed information about finding your Client Secret, see the iLEVEL Portfolio Monitoring Platform documentation.

5. Enter the Token Endpoint URL in the Token Endpoint URL field. This is the URL used to obtain the access token for the iLEVEL API. The Token Endpoint URL is typically provided by iLEVEL and is specific to your environment (US or EU, Sandbox or Production).

6. Select the iLEVEL API endpoint environment from the iLEVEL API Endpoint dropdown menu. Available options include:

   • US Sandbox: The US Sandbox environment is a secured copy of the Production environment for client testing.
   • EU Sandbox: The EU Sandbox environment is a secured copy of the Production environment for client testing.
   • US Production: The US Production environment is the live client environment.
   • EU Production: The EU Production environment is the live client environment.

   You can also enter a custom endpoint URL if needed. The selected environment determines which iLEVEL API endpoint will be used for all API requests.

7. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.

Use as a data source

Select the iLEVEL connector tile from the list of available connectors, then select the credential that will be used to connect to the iLEVEL account, and click Next; or, create a new iLEVEL credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common iLEVEL endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

List All Periodic Data

To retrieve a list of periodic data

• This endpoint automatically retrieves all periodic data from your iLEVEL Portfolio Monitoring Platform account. No additional configuration is required beyond selecting this endpoint template.
• The endpoint uses GET requests to {environment}/periodicData where {environment} is the iLEVEL API endpoint you configured in your credential (e.g., https://api.ilevelsolutions.com/v1). The endpoint URL is automatically constructed based on the environment you selected in your credential configuration.
• The endpoint uses incrementing page-based pagination (iteration.type: paging.incrementing) starting from page 1. The response data path is $.data[*], which extracts all items from the data array in the API response.
• The endpoint expects 1000 rows per page by default and automatically fetches additional pages by incrementing the page number until all periodic data has been retrieved.

This endpoint retrieves all periodic data from your iLEVEL Portfolio Monitoring Platform account. Periodic data represents time-series data collected over specific periods, which is commonly used for portfolio monitoring and analytics. The endpoint supports pagination through incrementing page numbers, which allows you to retrieve large lists of periodic data efficiently. The response includes pagination metadata that indicates the current page and total records available. The endpoint URL is automatically constructed based on the environment you selected in your credential configuration (US or EU, Sandbox or Production). For detailed information about the API response format and available fields, see the iLEVEL Portfolio Monitoring Platform documentation.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration

iLEVEL data sources can also be manually configured to ingest data from any valid iLEVEL API endpoint not covered by the pre-built templates. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

The iLEVEL API endpoint URL should match the environment you configured in your credential (e.g., https://api.ilevelsolutions.com/v1/{endpoint_path} for US Production or https://api.ilevelsolutions.eu/v1/{endpoint_path} for EU Production). The endpoint requires 2-legged OAuth2 authentication via the Authorization: Bearer {token} header, which is handled automatically by your credential configuration. The iLEVEL API typically returns data in JSON format.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new iLEVEL data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.