Introduction
This guide explains how to obtain authentication details from Creatio, as well as how to install a Creatio Connector.
Setup & Authentication
Overview
No external setup is required by you, the Cyclr Partner, as all configuration as well as retrieval of parameters and credentials is performed within the customer’s Creatio instance.
As a result, no values should be stored within your Cyclr Partner Console’s Creatio Connector Library entry. This is because the Client ID and Client Secret values are are likely to be different each time the Creatio Connector is installed as they’ll relate to a different customer.
Your customer’s setup:
- If their Creatio instance is on-site (self-hosted), they must deploy the Creatio Identity Service. If it’s hosted by Creatio, the Identity Service is already available.
- Obtain the URL for the relevant Creatio Identity Service.
- Create OAuth 2.0 Client Credentials (a Client ID and Client Secret) within their Creatio instance.
Remote Setup in Creatio – performed by your customer
Within the Creatio instance being accessed, obtain OAuth 2.0 client credentials by following the steps below. See Creatio’s official guide for further details.
- Open the Creatio System Designer by clicking the cog icon in the top right.
- Open the “OAuth 2.0 integrated applications” page.
- Select “New” in the top right, then follow the steps to create the credentials.
- Once completed, make a note of the new Client ID and Client Secret.
Cyclr Connector Installation
When installing a Creatio Connector, the following values are used:
| Property | Description |
|---|---|
| Client ID | The customer’s Creatio Client ID. |
| Client Secret | The customer’s Creatio Client Secret. |
| Creatio Identity Service URL | The URL to the customer’s Creatio Identity Service, e.g.:https://myinstance-is.creatio.com |
| Creatio URL | The URL to the customer’s Creatio instance, e.g.:https://myinstance.creatio.com |