Fully embedded is the most work for a small gain over the embedded connector-picker, which is the recommended mode. You build and maintain the credential forms of every connector. Choose it only if you must hide every Chift page.
Which connectors support Fully embedded
Steps
1
Create the consumer
Create one consumer per end-user. Store the returned API reference: Create new consumer ↗
consumerid on your end-user record. You reuse it for every connection that end-user makes.Already have a
consumerid for this end-user? Skip this step.2
Fetch the connectors and their credentials
credentials: the credentials to send when you create the connection. Each one has aname, anoptionalflag and avisibility:consumer: your end-user provides it.connector: you set it when you activate the connector. Do not send it.both: send it, unless you set it when you activated the connector.
local_agent:truefor a local agent connector, which Fully embedded does not support.
3
Collect the credentials
Show the connectors in your own UI. For the connector your end-user picks, show a form with its credentials.
4
Create the connection
Send
integrationid, name and credentials. Each credential is a key (the credential name) and a value:When the connector supports it, Chift tests the credentials before it activates the connection. The call returns a
url. Ignore it when the connection is active.API reference: Add new connection ↗
5
Check the connection
Reload the consumer’s connections. Find the connection by its API reference: Get connections ↗
integrationid: a consumer has only one connection per connector. Confirm its status is active. Then you can call the Unified API for that consumer.Update the credentials
Use Update an existing connection with the newcredentials. Chift tests them again. An update replaces all the credentials of the connection, so send every credential again.
OAuth2 connectors: pre-OAuth2
With pre-OAuth2, you run the OAuth2 flow of the connector’s software yourself. Then you create the connection with the tokens incredentials:
Add the other credentials of the connector, if it has any.
Chift sets up pre-OAuth2 with you. Contact us to enable it for your account and connectors.