Integration

Organization Administrators can create 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.

To create a token:

1. Click Integration.

2. Click Create API Token.

3. Enter a Name. Note that the name of the token will appear in the content created using the token.

4. The Token is displayed.

5. Copy the Secret to enable Save. You can click Copy Secret to copy the secret. For security, the Secret is only shown once.

6. Click 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:

1. Click Integration.
2. In the appropriate row, click Actions and select Deactivate.
3. Confirm the deactivation by clicking Confirm.

The token is marked as Deactivated in the table.

To delete a token:

1. Click Integration.
2. In the appropriate row, click Actions and select Delete.
3. Confirm the deletion by clicking Confirm.

The token is removed from the table.