When setting up a new integration on Canvas, the first step is to register the applications we want to connect.
If you are setting up an integration for a client we recommend that you add the app to the client’s own account, i.e. a separate account set up by/for the client.
As a Canvas partner you will have admin permissions for your clients' accounts. So you can add the app for them, or if you prefer not to handle the credentials you can ask them to add it themselves to their account, as described in this article.
Also see this article for info on how to manage a client 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 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.
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.