OAuth requires the authenticating user to interact with Sage 200 using the browser. The driver facilitates this in various ways as described below.

Embedded Credentials

See Embedded Credentials to connect with the driver's embedded credentials and skip creating a custom OAuth app.

Custom Credentials

Instead of connecting with the driver's embedded credentials, you can register an app to obtain the OAuthClientId and OAuthClientSecret.

When to Create a Custom OAuth App

Web Applications

You need to create a custom OAuth app in the web flow.

Desktop Applications

Creating a custom OAuth app is optional as the driver is already registered with Sage 200 and you can connect with its embedded credentials. Create a custom OAuth app in the following scenarios:

• If you need to request additional permissions over the driver defaults.
• If you want to change the information displayed when users log into the Sage 200 OAuth endpoint to grant permissions to the driver.

Creating a Custom OAuth App

See Creating a Custom OAuth App for a procedure.