Setup of integration is a simple two-step process. In the first step, users can provide login credentials to establish a connection to the third party system. In the second step, users can map the third party system’s REST APIs for each DSR intake form.
- Click the Setup button on the integration application created in Step 3.
- Fill out the login details.
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- Authentication Type - Select the authentication type to use:
- Basic Authentication Type - This login requires URL, username, and password.
- OAuth 2.0 - This login requires URL, Client ID, and Client Secret. This is the recommended authorization type as it has more advantages compared to access tokens. You only have to log in without worrying about token expiration.
You can pass the client_id, client_secret, and grant_type either as URL parameters or in OAuth Body for OAuth 2.0. By default, it will be set as URL Parameters. The Key and Value pair(s) under the Parameters section are optional and blank by default. You can click the Add Parameters button to add one or more key and value parameters.
- Basic Authentication Type - This login requires URL, username, and password.
- Authentication Type - Select the authentication type to use:
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- Static Access Token - This login only requires an access token.
- Static Access Token - This login only requires an access token.
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- Email Addresses - Enter the email address(es) that IRM can use to contact the administrator in case of any integration issues. You may add up to 10 email addresses.
- Email Addresses - Enter the email address(es) that IRM can use to contact the administrator in case of any integration issues. You may add up to 10 email addresses.
- Click the Test Connection button to allow IRM to connect to the authentication selected. Once authentication is successful, click Next.
- From the Intake Form tab, under Mappings, select an Intake Form you wish to integrate.