Oauth App setup in Laserfiche
Create an Oauth app in Laserfiche following their documentation here.
The redirect URI must be set to
https://app.trycaddi.com/oauth-callbackThe scopes Caddi uses are
repository.Read repository.Write table.Read table.Write- if you select a different combination or more granular scopes, you will need to provide those when setting up the connection in the Caddi app.
Application Setup In Caddi
Now that the app is configured in Salesforce, it can be added to Caddi.
Navigate to https://trycaddi.com and log in
On the left, select the
Credentialsoption
3. Scroll to the Enterprise Connectors section at the bottom and click the Setup button for Laserfiche
4. Enter the information for your Laserfiche application
Connection Name- this name will be what you see in the Caddi UI, and can be whatever you desire.Client ID- the client ID of the app you created in LaserficheClient Secret- the client secret of the app you created in LaserficheCustomer ID- your Laserfiche Cloud customer/account ID. You use this ID to login to Laserfiche CloudScopes- the list of custom scopes, if you did not use the defaults outlined during app creation. If you used the defaults, you can leave this field empty.
5. Click the Save Configuration button
6. You should now see your newly-created connection at the top of the Enterprise Connectors section.
7. Click the + Connect for your new Laserfiche connection, then the Connect button in the modal. You will be redirected to the Laserfiche authorization prompt (you may need to login first). Approving the connection will send you back to the Caddi website.
8. Confirm the connection is working properly by clicking on the Manage button, then the Refresh button in the modal that pops up.
After you click
Refreshyou should see another green success message at the bottom of the screen.