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
local_agent set to true: Fully embedded does not support them. Keep the integrationid of the connector your end-user picks.API reference: Get list of integrations ↗3
Get the credentials of the chosen connector
credentials to send when you create the connection. Each one has a name, an optional flag and a visibility: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.
4
Collect the credentials
Show a form with the credentials of the chosen connector.
5
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 ↗
6
Check the connection
Reload the consumer’s connections. Find the connection by its Store the API reference: Get connections ↗ · Get one connection ↗
integrationid: a consumer has only one connection per connector. Confirm its status is active. Then you can call the Unified API for that consumer.connectionid of that connection. To check it again later, get it directly: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.