Agiloft (Client Credentials) - How do I link my account?

OverviewCopy Anchor Link

To connect with Agiloft (Client Credentials), you need:

1. Hostname – The domain of your Agiloft instance.
2. Client ID – The Client ID from your Agiloft API application settings.
3. Client Secret – The Client Secret from your Agiloft API application settings.

This guide walks you through obtaining these values.

PrerequisitesCopy Anchor Link

• An Agiloft account with administrative access to create API applications.

InstructionsCopy Anchor Link

Step 1: Create an API application and get your credentialsCopy Anchor Link

1. Create a dedicated native Agiloft user account to act as a service user. The account needs an Admin or Standard license. Add the appropriate groups to grant access to the records you plan to interact with.
2. Log in to your Agiloft instance and go to Setup > Integration > OAuth2 Client Setup.
3. Click Deploy, Upgrade, or Configure depending on what is shown to access the API Application screen.
4. Click New to open the OAuth2 Application Settings wizard.
5. Set Authorization Grant Type to Client Credentials, fill in a Name and Display Name, and set Full Name to the service user account from step 1.
6. Click Apply Changes, then click Enable to activate the application.
7. Copy the generated Client ID and Client Secret — you will need them in the next step.

Step 2: Find your hostnameCopy Anchor Link

Your hostname is the domain you use to access your Agiloft instance. For example, if you log in at https://example.agiloft.com, your hostname is example.agiloft.com.

You can find it in the browser address bar when logged in to Agiloft.

Step 3: Enter credentials in TenkloCopy Anchor Link

1. Open the Tenklo Connect form.
2. Enter your Hostname, Client ID, and Client Secret in the fields provided.
3. Submit the form, and you should be successfully authenticated.

You are now connected to Agiloft using Client Credentials.