SPADEWORK Integration Byner User Guide

SPADEWORK Integration Byner

Integration Byner

Step-by-step guide to setting up, configuring, and activating the Spadework–Byner integration

Introduction

This document outlines the steps required to integrate Spadework with Byner. 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.

Instructions

Step 1: Set-up
Open Byner and navigate to the settings icon. Then click on ‘Set up for current app’.
Step 2: App management
Go to the ‘PLATFORM TOOLS’ menu under Apps and then click on App Management.
Step 3: Add External Client-app
Click on ‘New external client app’ at the top right.
Step 4: Fill in Basic Information Fill in ‘Basic information’:
Name: Spadework
API name: Spadework Email: support@spadework.ai
Step 5: API: Filling in OAuth settings
- Call-back-URL: https://beta.spadework.ai/embedded/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)
  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!
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.