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This guide shows you how to register your own app with Agiloft to obtain your OAuth credentials (client ID & secret). These are required to let your users grant your app access to their Agiloft account.
1

Create a service user account

Each OAuth client must be linked to a dedicated Agiloft user account. This account acts as a service user — all API calls made through the client run with its identity and permissions.When creating the service user account, keep in mind:
  • The account must be a native Agiloft account (LDAP accounts are not supported).
  • Each OAuth client must use a different account. Multiple clients sharing the same account will invalidate each other’s tokens.
  • The account requires an Admin or Standard license.
  • Add the appropriate groups to the account to grant access to the records you plan to interact with via the API.
Note the Contact ID for this account — you will need it when configuring the connection in Nango.
2

Open the OAuth2 Client Setup

Log in to your Agiloft instance and go to Setup > Integration > OAuth2 Client Setup.Click Deploy, Upgrade, or Configure depending on what is shown:
  • Deploy: deploys the OAuth2 client for the first time (takes a few minutes).
  • Upgrade: upgrades an already-deployed client to the latest version.
  • Configure: takes you directly to the API Application screen.
3

Create a new API application

On the API Application screen, click New to open the OAuth2 Application Settings wizard.Fill in the required fields:
  • Authorization Grant Type: select Authorization Code.
  • Name: a unique name for the application used with the REST API.
  • Display Name: the name shown in your Agiloft KB.
  • Full Name: the name of the service user account created in step 1. The Associate this Application with Contact ID field will be populated automatically.
  • Redirect URI: enter https://api.nango.dev/oauth/callback.
  • Token Expiry in Minutes: leave at the default (15) or set a value between 1 and 60.
Click Apply Changes.
4

Enable the application and copy credentials

Click Enable to activate the application. This generates your Client ID and Client Secret.Copy both values — you will need them when configuring the integration in Nango.
5

Configure the integration in Nango

In Nango, when setting up the Agiloft integration, enter your Client ID and Client Secret.Set the Scopes field to permissions_for:{contactId}, replacing {contactId} with the Contact ID from the Associate this Application with Contact ID field in your Agiloft API application (e.g. permissions_for:213).Then follow the quickstart to connect your first account.
For more details, see Agiloft’s OAuth 2.0 documentation.