{% import '_includes/forms' as forms %} {% import 'verbb-base/_macros' as macros %} {% set displayName = integration.displayName() %} {% set instructions %} ### Step 1. Connect to the {name} API 1. Go to {name} and login to your account. 1. In the main menu, on the top-right, click the **Settings** icon and select **Setup**. 1. In the left-hand sidebar, click on **Apps** → **App Manager**. 1. Click the **New Connected App** button. 1. Fill out all required fields. 1. In the **API (Enable OAuth Settings)** section, tick the **Enable OAuth Settings** checkbox. - In the **Callback URL** field, enter the value from the **Redirect URI** field below. - In the **Selected OAuth Scopes** field, select the following permissions from the list and click **Add** arrow button: - **Manage user data via APIs (api)** - **Access unique user identifiers (openid)** - **Perform requests at any time (refresh_token, offline_access)** 1. Click the **Save** button. 1. Copy the **Consumer Key** from {name} and paste in the **Consumer Key** field below. 1. Copy the **Consumer Secret** from {name} and paste in the **Consumer Secret** field below. 1. Click on the **Manage** button. 1. Click on the **Edit Policies** button. 1. In the **OAuth policies** section: - In the **Permitted Users** field, select **All users may self-authorize**. - In the **IP Relaxation** field, select **Relax IP restrictions**. - In the **Refresh Token Policy** field, select **Refresh token is valid until revoked**. 1. In the **Session Policies** section: - Untick **High assurance session required**. 1. Click the **Save** button. ### Step 2. Test Connection 1. Save this integration. 1. Click on the **Connect** button in the right-hand sidebar. 1. You‘ll be redirected to {name}, where you must approve Formie to access your {name} account. {% endset %}