Capabilities
Gather Workato credentials
Each setup method requires you to pass in credentials generated in Workato. Gather these credentials before you move on.Create a client role
1
In Workato, navigate to Workspace admin > API clients > Client roles > Add client role.
2
Give the new client role a name, such as “C1 integration role”.
3
Select the following endpoints:
4
Save the new role.
Create an API client
1
Navigate to Workspace admin and select API clients > Create API client.
2
Give the new client a name, such as “C1 integration”.
3
Select the client role you set up above.
4
If your workspace has environments enabled, select the environment the API client (and by extension, C1) is allowed to access.
5
Select the projects the API client is allowed to access.
6
If needed, add allowed IP ranges that API requests using this token can originate from (view C1’s IP addresses).
7
Click Create client
8
The new client’s API token is shown. Carefully copy and save the API token.
Look up your data center location
You’ll also need to specify the location of your Workato data center. Workato displays your data center in the base URL of the API endpoint:- US Data Center: https://www.workato.com/api/
- EU Data Center: https://app.eu.workato.com/api/
- JP Data Center: https://app.jp.workato.com/api/
- SG Data Center: https://app.sg.workato.com/api/
- AU Data Center: https://app.au.workato.com/api/
Configure the Workato connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by C1.Done. Your Workato connector is now pulling access data into C1.
1
In C1, navigate to Integrations > Connectors and click Add connector.
2
Search for Workato and click Add.
3
Choose how to set up the new Workato connector:
- Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
- Add the connector to a managed app (select from the list of existing managed apps)
- Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Enter the API token in the API key field.
8
In the Data center field, enter one of
us, eu, jp, sg, or au to identify the location of your Workato data center. The default is us.9
In the Environment field, enter one of
dev, test, or prod to identify your Workato environment. The default is dev.10
Optional. If desired, check the box to Disable custom roles sync.
11
Click Save.
12
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.