OAuth requires the authenticating user to interact with Exact Online using the browser. The add-in facilitates this in various ways as described below.

Embedded Credentials

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

Custom Credentials

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

When to Create a Custom OAuth App

Creating a custom OAuth app is optional as the add-in is already registered with Exact Online and you can connect with its embedded credentials. You might want to create a custom OAuth app to change the information displayed when users log into the Exact Online OAuth endpoint to grant permissions to the add-in.

Creating a Custom OAuth App

See Creating a Custom OAuth App for a procedure.