Sage Business Cloud Accounting Authenticate an Element

You can authenticate with Sage to create your own instance of the Sage Business Cloud Accounting element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionality offered by the Sage platform.

Authenticate Through the UI

Use the UI to authenticate with Sage and create an element instance. Because you authenticate with Sage via OAuth 2.0, all you need to do is add a name for the instance. After you create the instance, you'll log in to Sage to authorize Cloud Elements access to your account. For more information about authenticating an element instance, see Authenticate an Element Instance (UI).

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource, or use it in a formula template.

Authenticate Through API

Authenticating through API is a multi-step process that involves:

Getting a redirect URL. This URL sends users to the vendor to log in to their account.
Authenticating users and receiving the authorization grant code. After the user logs in, the vendor makes a callback to the specified url with an authorization grant code.
Authenticating the element instance. Using the authorization code from the vendor, authenticate with the vendor to create an element instance at Cloud Elements.

Getting a Redirect URL

Use the following API call to request a redirect URL where the user can authenticate with the vendor. Replace {keyOrId} with the element key, sageone.

GET /elements/{keyOrId}/oauth/url?apiKey=<api_key>&apiSecret=<api_secret>&callbackUrl=<url>&siteAddress=<url>

Query Parameters

Query Parameter	Description
apiKey	The key obtained from registering your app with the provider. This is the Client ID that you recorded in API Provider Setup.
apiSecret	The client secret obtained from registering your app with the provider. This is the Client Secret that you recorded in API Provider Setup.
callbackUrl	The URL that will receive the code from the vendor to be used to create an element instance. This is the Callback URL that you recorded in API Provider Setup.

Example cURL

curl -X GET
-H 'Content-Type: application/json'
'https://api.cloud-elements.com/elements/api-v2/elements/sageone/oauth/url?apiKey=fake_api_key&apiSecret=fake_api_secret&callbackUrl=https://www.mycoolapp.com/auth&state=sageone'

Example Response

Use the oauthUrl in the response to allow users to authenticate with the vendor.

{
"element": "sageone",
"oauthUrl": "https://www.sageone.com/oauth2/auth?scope=full_access&response_type=code&redirect_uri=https%3A%2F%2Fhttpbin.org%2Fget&state=sageone&client_id=b8cb21f24d3f1a2d8c5d"
}

Authenticating Users and Receiving the Authorization Grant Code

Provide the response from the previous step to the users. After they authenticate, Sage Business Cloud Accounting provides the following information in the response:

code
country
state

Response Parameter	Description
code	The Authorization Grant Code required by Cloud Elements to retrieve the OAuth access and refresh tokens from the endpoint.
country	The country code associated with your account at Sage Business Cloud Accounting
state	A customizable identifier, typically the element key (`sageone`) .

Note: If the user denies authentication and/or authorization, there will be a query string parameter called error instead of the code parameter. In this case, your application can handle the error gracefully.

Authenticating the Element Instance

Use the /instances endpoint to authenticate with Sage Business Cloud Accounting and create an element instance. If you are configuring events, see the Events section.

Note: The endpoint returns an Element id and token upon successful completion. Retain the token and id for all subsequent requests involving this element instance.

To create an element instance:

Construct a JSON body as shown below (see Parameters):

        {
          "element": {
            "key": "sageone"
          },
          "providerData": {
            "code": "<AUTHORIZATION_GRANT_CODE>"
          },
          "configuration": {
            "oauth.api.key": "<CLIENT_ID>",
            "oauth.api.secret": "<CLIENT_SECRET>",
            "signature.secret": "<SIGNING_SECRET>",
            "apim.subscription.key": "<SUBSCRIPTION_PRIMARY_KEY_or_APIM_SUBSCRIPTION_KEY>",
            "country": "<COUNTRY_CODE>",
            "oauth.callback.url": "<CALLBACK_URL>"
          },
          "tags": [
            "<Add_Your_Tag>"
          ],
          "name": "<INSTANCE_NAME>"
        }

Call the following, including the JSON body you constructed in the previous step:
```
POST /instances
```
Note: Make sure that you include the User and Organization keys in the header. For more information, see Authorization Headers, Organization Secret, and User Secret.
Note the Token and ID and save them for all future requests using the element instance.

Example cURL

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'authorization: User <USER_SECRET>, Organization <ORGANIZATION_SECRET>' \
  -H 'content-type: application/json' \
  -d '{
    "element": {
      "key": "sageone"
    },
    "providerData": {
      "code": "8aa74ff8ae16ba3ca19d12cbdea83aff16bddcd7"
    },
    "configuration": {
      "oauth.api.key": "xxxxxxxxxxxxxxxxxx",
      "oauth.api.secret": "xxxxxxxxxxxxxxxxxxxxxx",
      "signature.secret": "xxxxxxxxxxxxxxxxxxxxxxxxx",
      "apim.subscription.key": "xxxxxxxxxxxxxxxxxxxxxxxxx",
      "country": "US",
      "oauth.callback.url": "https://mycoolapp.com"
    },
    "tags": [
      "Test"
    ],
    "name": "SageOneInstance"
  }'

Parameters

API parameters not shown in Cloud Elements are in code formatting.

Note: Event-related parameters are described in Events.

Parameter	Description	Data Type
'key'	The element key. sageone	string
Name `name`	The name for the element instance created during authentication.	Body
`oauth.callback.url`	The Callback URL for the connected app you created for Sage Business Cloud Accounting. This is the Callback URL that you recorded in the API Provider Setup section.
`oauth.api.key`	The key obtained from registering your app with the provider. This is the Client ID that you recorded in the API Provider Setup section.	string
`oauth.api.secret`	The client secret obtained from registering your app with the provider. This is the Client Secret that you recorded in the API Provider Setup section.	string
`country`	The two digit country code associated with the account of the authenticating user.	string
tags	Optional. User-defined tags to further identify the instance.	string

Example Response

{
    "id": 123,
    "name": "SageOneInstance",
    "token": "xxxxxxxxxxxxxxxxxx",
    "element": {
        "id": 3458,
        "name": "Sage Business Cloud Accounting",
        "key": "sageone",
        "description": "Add a Sage Business Cloud Accounting Instance to connect your existing Sage Business Cloud Accounting account to the Finance Hub, allowing you manage your customers, employees, invoices, etc. across multiple Finance elements. You will need your Sage Business Cloud Accounting account information to add an instance.",
        "image": "http://www.merchantmaverick.com/wp-content/uploads/2015/09/sage-one-logo1.jpg",
        "active": true,
        "deleted": false,
        "typeOauth": false,
        "trialAccount": false,
        "resources": [ ],
        "transformationsEnabled": true,
        "bulkDownloadEnabled": false,
        "bulkUploadEnabled": false,
        "cloneable": true,
        "extendable": false,
        "beta": false,
        "authentication": {
          "type": "oauth2"
        },
        "extended": false,
        "hub": "finance",
        "protocolType": "http",
        "parameters": [],
        "private": false
          },
    "elementId": 3458,
    "provisionInteractions": [],
    "valid": true,
    "disabled": false,
    "maxCacheSize": 0,
    "cacheTimeToLive": 0,
    "configuration": {
      "base.url": "https://api.accounting.sage.com/v3.1/contact",
      "country": "US",
      "event.vendor.type": "polling",
      "bulk.query.date_mask": "yyyy-MM-dd'T'HH:mm:ss'Z'",
      "pagination.type": "page",
      "oauth.callback.url": "https://httpbin.org/get",
      "oauth.user.refresh_token": "7cc8cd2b4d619e5a09eb5a006bbe5deb7a84d695",
      "oauth.user.refresh_interval": "3600",
      "oauth.token.revoke_url": "https://oauth.na.sageone.com/revoke",
      "oauth.api.key": "b8cb21f24d3f1a2d8c5d",
      "signature.secret": "c956dd3431bc13c5bf9ee1d72d253d2df3fa871a",
      "event.notification.enabled": "false",
      "oauth.api.secret": "d29b5ea1b9b026b6f89e57666897be5a406563df",
      "resource_owner_id": "6ca18a4d6d3443bea14cfe2b48374b5c",
      "oauth.token.url": "https://oauth.na.sageone.com/token",
      "pagination.max": "200",
      "oauth.scope": "full_access",
      "oauth.token.refresh_url": "https://oauth.na.sageone.com/token",
      "oauth.user.token": "b6edb717088721befc7699eda91928d04430ab77",
      "apim.subscription.key": "9317ebcbf83c49ecbafec63becdb1500",
      "oauth.authorization.url": "https://www.sageone.com/oauth2/auth",
      "bulk.query.download_format": "JSON",
      "event.poller.refresh_interval": "15",
      "event.notification.callback.url": null,
      "authentication.time": "",
      "oauth.user.refresh_time": "1496258839283",
      "event.poller.configuration": "{\"customers\":{\"url\":\"/hubs/finance/customers?where=lastModifiedDate>='${date:yyyy-MM-dd'T'HH:mm:ss'Z'}' and attributes='created_at,updated_at'\",\"idField\":\"id\",\"datesConfiguration\":{\"updatedDateField\":\"updated_at\",\"updatedDateFormat\":\"yyyy-MM-dd'T'HH:mm:ss'Z'\",\"updatedDateTimezone\":\"GMT\",\"createdDateField\":\"created_at\",\"createdDateFormat\":\"yyyy-MM-dd'T'HH:mm:ss'Z'\",\"createdDateTimezone\":\"GMT\"}}}",
      "oauth.basic.header": "true",
      "pagination.page.startindex": "1"
    },
    "eventsEnabled": false,
    "traceLoggingEnabled": false,
    "cachingEnabled": false,
    "externalAuthentication": "none",
    "user": {
      "id": 123456
      }
}