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Integration Key Management

378 bytes added, 18:51, 13 July 2023
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SmartSimple allows for the ability to store the authentication credentials for various integration end points and external services. The purpose of this is to provide a single point of configuration for integration credentials that can then be referenced throughout the system.
Features include native integration with services such as Salesforce, and Adobe Acrobat Sign, as well any custom end point.
==Configuring Integration Keys==
# Select a Key Type, fill out the authentication details and click '''Save''' once complete.
[[File:Integration Key-1.PNG|800px600px]]
===Function Settings===
Each new integration key has the following fields below.
{| class="contenttable" style="height: 190px;" width="557"|-||* '''Key TypeTypes'''
** Custom
** [[Adobe Acrobat Sign]]** [[Salesforceintegration|Salesforce]]** Zoom** [[DocuSign]]** OAuth2** [[SignEasy]]** [[ORCID Integration|ORCID]]** General - File Transfer** PGP Key** SCOPUS** SignEasy** KeyStore** NCBI** Companies House** Configuration Exchange** Web of Science (WOS)
||[[Image: KeyTypes.png|400px330px]]
|}* '''Key Name ''' - Unique name description for this integration key.* '''Security Token ''' - Access token or integration key from the external service.
* '''Authentication URL ''' - end point of external service.
* '''Security Token ''' - Access token or integration key from the external service.
* '''Synchronization Direction '''
** From SmartSimple to External Service 
* '''Password ''' - Password of API account
In the case of [[Adobe Acrobat Sign]] integration, this requires input of OAuth security token and Application ID which is available by signing into your Adobe ID account at [https://accounts.adobe.com https://accounts.adobe.com]. See the [[Adobe Acrobat Sign|Adobe Acrobat Sign article]] on this wiki for how to configure Adobe configure Adobe Acrobat Sign e-signature documents.
==Retrieving Integration Keys==
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