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When setting up a new integration on Canvas, the first step is to register the applications we want to connect.

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 to save.

The credentials will not be visible after saving. It is therefore important to give the app a descriptive name (for example by appending the company name, as shown in the screenshot) to avoid confusion later on.

If authentication fails you will receive an error message. Otherwise the credentials will be stored in an encrypted vault for later use. Session tokens are automatically refreshed, so you can build your integrations and interact with the API without having to think about 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.

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