TDV Adapter for EpicorERP

Build 21.0.8137

Custom Credentials

There are two types of app authentication available: using a client secret and using a certificate. You can use any of them depending on the configured app authentication.

Desktop Authentication with Your OAuth App

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Updating your Custom OAuth App.

Get an OAuth Access Token

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

  1. Authenticating using a Client Secret
    • OAuthClientId: Set this to the Client Id in your app settings.
    • OAuthClientSecret: Set this to the Client Secret in your app settings.
    • CallbackURL: Set this to the Redirect URL in your app settings.
    • AuthScheme: Set this to the "AzureADOpenID" in your app settings.
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken. .
  2. Authenticating using a Certificate
    • OAuthClientId: Set this to the Client Id in your app settings.
    • OAuthJWTCert: Set this to the JWT Certificate store.
    • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.
    • CallbackURL: Set this to the Redirect URL in your app settings.
    • AuthScheme: Set this to the "AzureADOpenID" in your app settings.
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken. .

When you connect the adapter opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The adapter then completes the OAuth process:

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Obtains a new access token when the old one expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

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Build 21.0.8137