When setting up a new integration on Canvas, the first step is to register the applications we want to connect.
Canvas handles API authentication for you, simplifying the process while ensuring safe handling of sensitive data.
When you register a new application on a user account you will be asked to provide the API credentials (usernames, passwords, API keys, etc.) which will be used by the integration.
These details are then stored safely in the user account.
To add an application to the user account, go to the Applications section and click the + sign in the top right corner:
Select the application you want to connect to.
Enter the requested credentials, and give the application a descriptive name, and press Authenticate.
Make sure to give the app a name
The credentials are now stored safely in an encrypted vault, and session tokens are automatically refreshed. This lets you to build integrations and interact with the API without having to think about API authentication.
Repeat this process to register applications for all other apps that will be part of your integration.
When all your desired applications have been added we can proceed to the next step to create a workflow to transfer data between the apps.