Reconnect OAuth Credential in a Connection

Overview

In some situations, it is necessary to replace or reconnect an OAuth credential within an existing connection. This typically occurs when:

• The credential has expired or is no longer valid

• Access has been revoked by the external system

• The user account used for authentication has changed

• Permissions or scopes have been modified

• The connection shows errors related to authentication

Replacing the credential ensures that the connection can continue to communicate securely with the accounting software.

1. Create a New Credential

1. Navigate to Credentials in the platform

2. Click Add Credential
   
   

   Open

   

3. Select the appropriate system (e.g., Exact Online, Twinfield, etc.), choose OAuth as the authentication method and fill in the required details (e.g., name, Country, etc.)
   
   

   Open

   

4. Save the credential to proceed to the OAuth authorization process

5. Click Connect button () to start the OAuth process
   
   

   Open

   

5. Log in with your account in the external provider

6. Grant the requested permissions to allow the platform to access the necessary data

Note: Make sure to use the correct account with sufficient permissions.

2. Update Credential in Existing Connection

1. Navigate to Connections
   
   

   Open

   

2. Open the connection that needs to be updated

3. Click Change
   
   

   Open

   

    

4. Locate the Credential that must be updated
   
   

   Open

   

    

5. Select the newly created credential from the dropdown

6. Click Next
   
   

   Open

   

    

7. Review the connection details and ensure that all information is correct and then click Finish

Open

Now the connection will use the new OAuth credential for authentication.

Summary of Steps

To reconnect an OAuth credential:

1. Create a new credential via OAuth authorization

2. Assign the new credential to the existing connection

3. Save and validate the connection