Overview

This guide will walk you through how to create an External Client App in Asymbl and enter your OAuth credentials in Merge.

Instructions

Step 1: Create an External Client App in Asymbl

1. Log into Asymbl. Click the Gear Icon, and then click Setup from the drop-down menu.

   

2. Using the Quick Find Search box, search App and select External Client App Manager.

   

3. Click New External Client App.

   

4. Enter a name for the App. Note that it must be a unique name within your Organization.

5. Enter an API Name and Contact Email, and select a Distribution State.

   

6. In the API (Enable OAuth Settings) area of the page, check Enable OAuth Settings.

7. In the App Settings, set the Callback URL to https://app.merge.dev/oauth/callback.

8. Add the three scopes below to the Select OAuth Scopes box:

   • Access unique user identifiers (openid)

   • Manage user data via APIs (api)

   • Perform requests at any time (refresh_token, offline_access)

9. Check the Require Secret for Web Server Flow box.

10. Check the Require Secret Refresh Token Flow box.

    

11. Click Create to finalize completing your app setup.

Step 2: Set OAuth policies

1. On the External Client App Manager screen, find the App that you created and click it to open its record.

2. Under the Policies tab, click Edit, then open the OAuth Policies dropdown.

   

3. Set the Refresh Token Policy to Refresh token is valid until revoked.

4. Set the IP Relaxation to Enforce IP restrictions, but relax for refresh tokens.

   

Step 3: Add your Asymbl client credentials to Merge

1. On the External Client App Manager screen for your app, click the Settings tab.

2. Click open OAuth Settings.

3. Click the Consumer Key and Secret link.

   

4. Fetch your Client ID and Secret on the next page and save them for the linking flow.

5. When connecting a linked account enter the following values:

   • Client Id: Consumer Key from the previous step

   • Client Secret: Consumer Secret from the previous step