To allow ConnectMyApps to ‘talk’ to your software, you need to authenticate it when registering the app. This is the first step in the Workflow Wizard, and tells the application that ConnectMyApps has permission to access it.
The authentication process differs for applications, but some of the main methods used are:
- Username and password to the application you want to add, such as 24SevenOffice
- API token or key, which you can get from within the application itself, such as MailChimp
- OAuth, an open standard which allows application owners to authorize third-party access to their app/server without sharing their credentials, such as Salesforce.
- Other ways of authentication, for example the application vendor may need to grant a third-party (i.e. ConnectMyApps) access from within their own system, or webshops may need you to enter your webshop domain.
ConnectMyApps handles all of the above methods, with instructions in the Workflow Wizard when you reach the Register new app step, shown in the red box in the Zendesk example below.
Below are four more examples of authenticating applications in ConnectMyApps.
Authentication using an API key
Some apps allow you to create an API key directly from within the app itself, such as MailChimp, while others may require you to contact their Support team to get a key. In the MailChimp example, you can create an API key by logging into your account, going to the Account tab in top right menu, selecting Extras then choosing API keys.
If you have not already created an API key in MailChimp, click Create, then copy the long string of characters and paste it into the API Key field in the ConnectMyApps Workflow Wizard, click Authenticate, and your app will be registered in ConnectMyApps.
Authentication with a Username and Password
Some apps require you to enter your usual Username and Password for accessing the application, for example 24SevenOffice. In most cases this should be the details of an Administrator or person responsible for managing the integrations for your business. Once you have done this, click Get Clients. In the 24SevenOffice example you need to then select the database, or ‘Client’, that you want to connect if you have multiple databases.
After you have selected the database you want to connect, click Authenticate and your 24SevenOffice will now be registered in ConnectMyApps.
Authentication using OAuth
OAuth authentication does not require you to enter the Username or Password for your application directly into ConnectMyApps. As usual, simply follow the onscreen instructions in the Workflow Wizard to register and authenticate your app, in this case Salesforce.
Once you have chosen your environment, you will get a Salesforce pop-up window, where you enter your usual Salesforce Username and Password.
Other ways of authentication
There are other ways an application may be authenticated so it can be registered in ConnectMyApps. For example, Shopify requires you to enter the URL of your webshop then login to your Shopify account.
If you have any questions or are unsure about registering and authenticating applications in ConnectMyApps, please contact our support team here.