Set up a connection to Certify

Naga Sri Hari Gonaboyina

Updated November 22, 2024 11:03

Certify is an expense management software. It provides the solution to manage travel and expenses.

Set up a connection

After you start the connection , configure it in the Create connection panel and complete all of the required * authentication settings:

Setting	Instructions
Name your connection *	Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
API key *	Enter your Certify API key. Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s API key safe. When editing this form later, you must enter this token again; it is stored only when the connection is saved and never displayed as text. $Fetch data {//theme.zdassets.com/theme_assets/1098969/5157503509223f89f9b3e7578d2ca78ce882fc18.svg}$ How to retrieve the API key
API secret *	Enter your Certify API secret. Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s API secret safe. When editing this form later, you must enter this token again; it is stored only when the connection is saved and never displayed as text. $Fetch data {//theme.zdassets.com/theme_assets/1098969/5157503509223f89f9b3e7578d2ca78ce882fc18.svg}$ How to retrieve the API secret

Setting

Instructions

Name your connection *

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

API key *

Enter your Certify API key.

Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s API key safe. When editing this form later, you must enter this token again; it is stored only when the connection is saved and never displayed as text.

$Fetch data {//theme.zdassets.com/theme_assets/1098969/5157503509223f89f9b3e7578d2ca78ce882fc18.svg}$ How to retrieve the API key

API secret *

Enter your Certify API secret.

Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s API secret safe. When editing this form later, you must enter this token again; it is stored only when the connection is saved and never displayed as text.

$Fetch data {//theme.zdassets.com/theme_assets/1098969/5157503509223f89f9b3e7578d2ca78ce882fc18.svg}$ How to retrieve the API secret

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see Custom auth universal connector documentation.

How to retrieve the API key and API secret

Sign in to your Certify account.
Navigate to System configuration > System integration > View and edit integrations.
Click Manage Certify API key. The Certify API configuration page opens.
Copy Certify API key.
Click Generate new secret.
Copy Certify API secret.
Note
- Only Certify admins can generate the API key.
- Make sure you copy the secret; you can see it only once.

Set up a connection to Certify

Set up a connection

Tip

How to retrieve the API key and API secret

Note

Additional references

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