Manage

Credentials

Explains credential management for third-party services. Useful for API integrations, OAuth services, certificates, and reusable secure connection settings.

# Overview

To access the APIs of various services, you need to provide authentication credentials. These credentials ensure that only authorized access is granted to the APIs. In the Manage Platform, you can configure these credentials in the Credentials section.

Adding credentials in this section helps keep them concealed from being visible in the template or via API calls, ensuring an extra layer of security for your sensitive information.

# Supported Credential Types

• Google Sheets - Google Sheets integration via OAuth.
• Google Gmail - Gmail email integration via OAuth.
• Microsoft Outlook - Microsoft Outlook email integration via OAuth.
• Facebook Messenger - Facebook Messenger integration via OAuth.
• Xero OAuth - Xero accounting integration via OAuth.
• Generic OAuth - Client credentials OAuth for any compatible API.
• Bearer Token - Token-based API authentication.
• Basic Authentication - Username and password authentication.
• Custom Header - Custom HTTP header key and value.
• PFX Certificate - PFX client certificate authentication.
• Certificate and Key - Certificate and key file authentication.
• NTLM User Authentication - NT LAN Manager authentication for older Microsoft systems.
• Generic - A secret string value for database connections or other secrets.
• LLM Provider API Key - API key for AI/LLM providers.

# Adding a Credential

1. Navigate to the Credentials section of the manage platform.
2. Click the
   + Create new item
   button.
3. Select the credential type you want to create.
4. Fill in the required fields.
5. Click the
   Create
   button.
6. (If applicable) Follow the third-party service's instructions to complete the authentication flow.

# Getting an orgcredentialuuid

Several tasks and fields in the platform require an orgcredentialuuid to reference a credential.

To get the uuid, follow these steps:

1. Navigate to the Credentials section of the manage platform.
2. Select the credential you want to use.
3. Click the hamburger menu (three dots) on the top right.
4. Click the Copy credential uuid option.