Integration
You can generate and manage access credentials for the Philanthropy Cloud API and drive integration with external systems. Secrets cannot be retrieved after the Token is saved. You can create a maximum of 10 API Tokens (regardless of status). The Create API Token button is disabled upon reaching the maximum of 10 tokens. Expired tokens are noted and can be removed from the table.
Note: Based on organization preferences or your user role, some Philanthropy Cloud features may not be available.
To create a token:
Navigate to Admin and select Integration.
Select Create API Token.
Enter a Name. Note that the name of the token will appear in the content created using the token.
The Token is displayed.
Copy the Secret to enable Save. You can select Copy Secret to copy the secret. For security, the Secret is only shown once.
Select Save.
The token appears in the table and is good for a year from the date of creation. You can only have 10 tokens at one time. To remove a token, you have to deactivate it first, and then delete it.
To deactivate a token:
- Navigate to Admin and select Integration.
- In the appropriate row, select Actions and then select Deactivate.
- Confirm the deactivation by selecting Confirm.
The token is marked as Deactivated in the table.
To delete a token:
- Navigate to Admin and select Integration.
- In the appropriate row, select Actions and select Delete.
- Confirm the deletion by selecting Confirm.
The token is removed from the table.