This article walks you through connecting ConciergePad to Veracross via their OAuth integration process. The steps below take place inside your Veracross portal.
Part 1: Create an Integration Partner record
Log into Veracross and navigate to Identity & Access Management. Click "Add Integration Partner" to open your current partner list, then click "Add New Partner" at the bottom to open a blank record.
Alternately, click the "Add Record" button in the Find OAuth Applications query
Populate the necessary fields on the blank partner record and click "Add New Partner".
Description, Contact Name, and Contact Email are required fields.
Once saved, click "Start Integration" to generate an OAuth Application record for ConciergePad.
Part 2: Generate the OAuth Application
On the Integration Partner the record, click "Add OAuth Application" to create the record.
This creates the credential record and automatically sends an invitation email to the contact you entered. That email does not include credentials. It contains instructions for accessing the Veracross Partner Portal, where ConciergePad will retrieve the OAuth credentials needed to complete the connection.
Part 3- Set the OAuth scopes
After the OAuth Application record is created, we recommend you set the OAuth Application scopes.
Whichever scopes are enabled control what data a partner can access through the Veracross API.
Adding scopes:
Please select the scopes that are associated with the integration on the Veracross portal like show above.
If you are unsure which scopes to enable, contact ConciergePad support at support@conciergepad.com to confirm what's needed for your setup.