Steps:
I. Create a dedicated API/Integrations Superuser
In Procurify, go to Settings → Manage User
Click + Add new user. Use an email address which you have access to in case the password ever needs to be reset for this user.
Assign the Role of Superuser using the dropdown menu
Ensure to check the email to set the password for the user. Best Practice: Use a password vault to store this password and provide the password to the relevant employees.
Once the form is completed, click the Add User button.
Open the email received to create the password for this user.
Important: The user created above must always be active to keep the API connection open.
II. Create the API Credentials
Log in to your domain as the user created in the steps above.
Navigate to Settings → Integrations
Under Procurify API, click View. If you do not see the Procurify API option or do not see the screen below, please reach out to a Procurify Representative.
In the Description Field, enter Software which will use this API connection and click Create Application. Note: The page may take a few seconds to load, do not navigate away.
The page will generate a Client ID and Client Secret. Important: These credentials are only displayed once, ensure save these credentials somewhere safe, such as a Password Vault application.