Procurify

Trelica connects with Procurify using the OAuth2 protocol.

This is a straightforward and secure way to connect two applications.

It involves logging in to Procurify and confirming that you are happy to give Trelica permission to access certain data or functionality.

Where possible we recommend using a service account to connect, since the access is tied to the user you log in to Procurify with. The integration will stop working if this user’s account in Procurify is deactivated.

1. Go to Admin > Integrations and find Procurify.
2. Click on the icon to see the details of the integration.
3. Click Connect.
4. You will be asked to provide values for Client ID, Client Secret and URL:
   • URL should be the URL for your Procurify site, e.g. https://yourorg.procurify.com
   • To generate the Client ID and Client Secret, in Procurify, go to Settings > Tools section > Integrations. On the API item click View, and then Create Application.

   You may be able to choose the features you want to enable. The permissions requested by Trelica may vary depending on the features selected. You can review these in the Required permissions section.

5. Click Connect again if required and you will be redirected to the login screen for Procurify.
6. Log in when requested, and click to grant permissions to Trelica if asked.

If you logged in successfully you will be taken back to Trelica and the integration will start running.