External Integration Settings

Understand what external integrations to CDATA drivers are and how add them to your server environment.

What are CDATA External Integrations?

CDATA integrates with a large library of third-party applications and services, including the following:

• BambooHR

• DocuSign

• GitHub

• Gmail

• Microsoft Excel

• Slack

ProcessMaker Platform simplifies integration with CDATA's drivers that seamlessly synchronize real-time data and streamline integration management.

ProcessMaker Platform integrates with CDATA's drivers in the following manner:

• Administrators add a supported CDATA driver from Settings. Thereafter, configure authentication for that external integration.

• Process Designers see the CDATA External Integration like any other Process model object. They add the external integration to their Process model, and then configure it for that object.

View External Integration Settings

Display all CDATA External Integration settings in one location. This makes it easy to manage these settings.

Permissions

Your user account or group membership must have the "Settings: View Settings" permission to view External Integration settings unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Follow these steps to view all CDATA External Integration settings to synchronize users in your organization:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the Admin option from the top menu. The Users page displays.

4. From the Settings panel on the left, expand the Integrations section.

5. Select External Integrations to view the following details:

   • Setting: The Setting column displays the External Integrations setting name.

   • Configuration: The Configuration column displays the value of the setting and how it is configured.

Search for an External Integration Setting

Follow the next steps to search for an External Integration setting:

1. In the Search setting, enter the Setting name to filter settings in that External Integration's configuration.

Add an External Integration Driver

Click the +Driver button to add a CDATA driver. For more information on how to add an External Integration Driver, see Add a CDATA Driver.

Edit an External Integration Setting

Add a CDATA Driver

Use the +Driver button to add a driver of a CDATA External Registration.

Permissions

Your user account or group membership must have the "Settings: View Settings" permission to add a CDATA External Registration driver unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Follow these steps to add a CDATA driver for an External Registration:

1. ​View your External Integrations. The External Registrations tab displays.

3. From the Select a Driver dropdown, select one of the following CDATA drivers:

   • BambooHR

   • DocuSign

   • GitHub

   • Gmail

   • Microsoft Excel

   • Slack

4. Click Add Driver.

Configure a CDATA External Integration

Check each tab below to configure general information about CDATA External Integrations.

BambooHR

Configure to Connect the BambooHR Server

Before proceeding, ensure that you have the API Key from your registered BambooHR server. For information on how to obtain this key, see BamboHR's Getting Started with the API guide.

Permissions

Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Follow these steps to connect to the BambooHR server:

1. ​View your External Integrations. The External Integrations tab displays.

3. In the API Key setting, enter the API Key from your registered BambooHR account. For more information on how to get the API Key, see Authentication.

4. In the Domain setting, enter the domain from your registered BambooHR account. The domain is the text just before .bamboohr.com for your domain.

5. Click Authorize. If authorization is successful, BambooHR will be listed as authorized on the External Integrations page.

DocuSign

Configure to Connect to the DocuSign Server

Before proceeding, ensure that you have the client ID and client secret from your registered DocuSign driver.

Follow these steps to connect to the DocuSign server:

Permissions

Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

1. ​View your External Integrations. The External Integrations tab displays.

3. In the Client ID setting, enter the client ID from your registered DocuSign driver. If testing DocuSign to get the client ID, see Enable OAuth for Connect.

4. In the Client Secret setting, enter the client secret from your registered DocuSign driver. If testing DocuSign to get client secret, see Enable OAuth for Connect.

6. Enable Use Sandbox if you are using a sandbox account.

7. Click Authorize. If authorization is successful, the External Integrations page lists DocuSign as authorized.

GitHub

Configure to Connect the GitHub Server

Before proceeding, ensure that you have the client ID and client secret from your registered GitHub driver.

Permissions

Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Follow these steps to connect to the GitHub server:

1. ​View your External Integrations. The External Integrations tab displays.

3. In the Client ID setting, enter the client ID from your registered GitHub driver. If testing GitHub to get the client ID, see Creating an OAuth app.

4. In the Client Secret setting, enter the client secret from your registered GitHub driver. If testing GitHub to get the client secret, see Creating an OAuth app.

6. In the Repository Name setting, enter the GitHub repository name to restrict query results.

7. In the User Login setting, enter the GitHub user name to restrict query results.

8. Click Authorize. If authorization is successful, the External Integrations page lists GitHub as authorized.

Gmail

Configure to Connect the Gmail Server

Before proceeding, ensure that you have the client ID and client secret from your registered Gmail driver. For information on getting the client ID and secret, see Google's Authentication API guide.

Permissions

Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Follow these steps to connect to the Gmail server:

1. ​View your External Integrations. The External Integrations tab displays.

3. In the Client ID setting, enter the client ID from your registered Gmail driver. For more information about how to get the client ID, see Obtain OAuth 2.0 credentials from the Google API Console.

4. In the Client Secret setting, enter the client secret from your registered Gmail driver. For more information about how to get the client secret, see Obtain OAuth 2.0 credentials from the Google API Console.

6. Click Authorize. If authorization is successful, the External Integrations page lists Gmail as authorized.

Microsoft Excel

Configure to Connect the Microsoft Excel Server

Before proceeding, ensure that you have the client ID and client secret from your registered Microsoft Excel driver.

Permissions

Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Follow these steps to connect to the Microsoft Excel server:

1. ​View your External Integrations. The External Integrations tab displays.

3. In the Client ID setting, enter the client ID from your registered Microsoft Excel driver. If testing Microsoft Excel to get the client ID, see Add a client ID and client secret.

4. In the Client Secret setting, enter the client secret from your registered Microsoft Excel driver. If testing Microsoft Excel to get the client secret, see Add a client ID and client secret.

6. From the Connection Type dropdown, select the service for storing and retrieving Microsoft Excel files such as Amazon S3, Azure Blog Store, Box, Dropbox, Google Cloud Storage, Google Drive, OneDrive, or SharePoint REST.

7. In the URI setting, enter the Uniform Resource Identifier (URI) for the Microsoft Excel resource location.

8. Click Authorize. If authorization is successful, the External Integrations page lists Microsoft Excel as authorized.

Slack

Configure to Connect the Slack Server

Before proceeding, ensure that you have the client ID and client secret from your registered Slack driver.

Permissions

Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Follow these steps to connect to the Slack server:

1. ​View your External Integrations. The External Integrations tab displays.

3. In the Client ID setting, enter the client ID from your registered Slack driver. If testing Slack to get the client ID, see Creating a Slack App.

4. In the Client Secret setting, enter the client secret from your registered Slack driver. If testing Slack to get the client secret, see Creating a Slack App.

6. Click Authorize. If authorization is successful, the External Integrations page lists Slack as authorized.