Integration Mysolution Software

Integration Mysolution

This guide explains step by step how the integration between Spadework and Mysolution works.

Ynlieding

This document outlines the steps required to integrate Spadework with Mysolution. It guides you step by step through setting up, configuring, and testing the integration to ensure both systems work together smoothly and securely. By following this guide, you can achieve a seamless integration that aligns with your existing workflows and processes. If you have any questions during the process or run into any issues, please don’t hesitate to contact us, we’re happy to help.

Spesifikaasjes

• Yntegraasje type: OAuth 2.0
• Required Permissions:
  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)
  • Access content resources (content)
• Callback URL: https://beta.spadework.ai/embedded/salesforce/redirect
• Spadework Support Email: support@spadework.ai
• Spadework Support Phone: +31 6 42179220
• Spadework Website: www.spadework.ai
• Spadework Address: Nieuwezijdse Voorburgwal 296-298

Gebrûk ynstruksjes

Stap 1: Opset

1. Open Mysolution.
2. Navigate to the settings icon.
3. Click on ‘Set up for current app’.

Step 2: App management

1. Go to the ‘PLATFORM TOOLS’ menu under Apps.
2. Click on ‘App Management’.

Step 3: Add External Client-app

1. Click on ‘New external client app’ at the top right.

Step 4: Fill in Basic Information

1. Fill in the ‘Basic information’ fields as follows:
   • Namme: Spadework
   • API name: Spadework
   • E-post: support@spadework.ai

Step 5: API: Filling in OAuth settings

1. Enable OAuth.
2. Stel de Call-back-URL nei: https://beta.spadework.ai/embedded/salesforce/redirect
3. Find and select the following permissions in the list:
   • Manage user data via APIs (api)
   • Perform requests at any time (refresh_token, offline_access)
   • Access content resources (content)
4. Under ‘Flow Enablement’, enable ‘Client Credentials Flow’. Ensure other flow options are unchecked.
5. Under ‘Security’, enable ‘Require secret for Web Server Flow’. Ensure other security options are unchecked.
6. Press ‘Create’. The app is now ready!

Step 6: OAuth Credentials Transfer

1. Open the OAuth settings (Consumer key and secret) in the external app under Settings.
2. Copy this information.
3. Add it to the configuration in Spadework.

Troubleshooting

• Issue: Integration not connecting.
  • Oplossing: Double-check the Callback URL for typos. Ensure all required OAuth permissions (api, refresh_token, offline_access, content) are selected. Verify that the Consumer Key and Secret were copied correctly from Mysolution to Spadework.
• Issue: Permissions errors during API calls.
  • Oplossing: Review Step 5 to confirm that ‘Manage user data via APIs (api)’, ‘Perform requests at any time (refresh_token, offline_access)’, and ‘Access content resources (content)’ are all enabled.
• Issue: App creation failed.
  • Oplossing: Ensure all basic information (Name, API name, Email) is filled in correctly as per Step 4. Check that ‘Client Credentials Flow’ is enabled and ‘Require secret for Web Server Flow’ is selected in Step 5.
• Issue: Cannot find ‘New external client app’ button.
  • Oplossing: Ensure you are in the ‘App Management’ section under ‘PLATFORM TOOLS’ as described in Step 2 and Step 3.

FAQ

What is the purpose of this integration?
This integration allows Spadework and Mysolution to communicate and share data seamlessly, enhancing your workflows and processes.
What if I encounter an issue not listed in the troubleshooting section?
Please contact our support team directly. You can reach us by phone at +31 6 42179220 or email at support@spadework.nl. We are happy to help.
Do I need any special permissions in Mysolution to set this up?
Yes, you will need administrative access or sufficient permissions within Mysolution to create and configure external client applications and manage app settings.
What is the ‘Consumer key’ and ‘secret’ mentioned in Step 6?
These are credentials generated by Mysolution during the app creation process. They are essential for Spadework to securely authenticate and communicate with Mysolution using OAuth.
Can I change the ‘Name’ or ‘API name’ after creation?
While some fields might be editable, it’s best practice to ensure they are correct during the initial setup to avoid potential issues with the integration.

Loading PDF…

−+Fit width100%View FullscreenDownload PDFPrint PDF

×

Loading PDF…

Integration Mysolution
Step-by-step guide to setting up, configuring, and activating the Spadework­Mysolution integration

Ynhâldsopjefte
This guide explains step by step how the integration between Spadework and Mysolution works.

01
Opsette

02
App behear

03
Add External App-client

04
Filling in basic information

05
API: filling in OAuth Settings

06
OAuth Credentials Transfer

Ynlieding
This document outlines the steps required to integrate Spadework with Mysolution. It guides you step by step through setting up, configuring, and testing the integration to ensure both systems work together smoothly and securely.
By following this guide, you can achieve a seamless integration that aligns with your existing workflows and processes.
If you have any questions during the process or run into any issues, please don’t hesitate to contact us, we’re happy to help.

Stap 1: Opset
Open Mysolution and navigate to the settings icon. Then click on ‘Set up for current app’.
4

Step 2: App management
Go to the `PLATFORM TOOLS’ menu under Apps and then click on App Management.
5

Step 3: Add External Client-app
Click on ‘New external client app’ at the top right.
6

Step 4: Fill in Basic Information
7

Step 4: Fill in Basic Information
Fill in ‘Basic information’: Name: Spadework API name: Spadework Email: support@spadework.ai
8

Step 5: API: Filling in OAuth settings
9

Step 5: API: Filling in OAuth settings
Enable OAuth
Call-back-URL: https://beta.spadework.ai/em bedded/salesforce/redirect Find in the list:
Manage user data via APIs (api) Perform requests at any time (refresh_token, offline_access) Access content resources (content)
10

Step 5: API: Filling in OAuth settings
Flow Enablement:
Enable Client Credentials
Flow – Others unchecked Security:
Require secret for Web
Server Flow
Require secret for Web
Server Flow – Others unchecked Then press `Create’, the app is ready!
11

Step 6: OAuth Credentials Transfer
Open the OAuth settings (Consumer key and secret) in the external app under Settings. Copy this information and add it to the configuration in Spadework.
12

Wy binne hjir om te helpen
If you have questions or need assistance, feel free to reach out. We’re happy to show you how everything works.
Phone: +31 6 42179220 Email: support@spadework.nl Website: www.spadework.ai Address: Nieuwezijdse Voorburgwal 296-298