We’ve updated our Connectors framework to support access to APIs that require OAuth 2.0 authentication. Previously, these connections required users to build and host an integration with these sources outside of Yext. Now our Pull from API Connector source supports these integrations through a simple, no-code interface. This makes new Connectors for sources with OAuth, like Google Drive and Salesforce, available for users to integrate with on the Yext platform.
To leverage OAuth with connectors you will first need to add a linked account with the appropriate credentials. Then, you can leverage that linked account when setting up the Connector.
To set up a Linked account:
- Navigate to the Knowledge Graph Configuration page and click Linked Accounts.
- Click + Add Linked Account next to the relevant provider we have support for (E.g., Google, Salesforce, Slack, etc.).
- Enter the name and select the scopes for the account.
- Next you will be prompted to authenticate the account.
Once the account is linked you leverage it when creating your Connector — either in the built-in connector sources (like Google Drive), or when created Custom Connectors via the Pull from API source that depend on OAuth.
Leveraging a Linked Account in Pull from API Connector Source:
- When you select Pull from API as your Connector Source, you will now see OAuth as an option under Authentication Method.
- Once you select that Authentication Method, you will be prompted to select from the list of Linked Accounts that have been set up in your account.
Leveraging OAuth in specific built-in Connector Source.
With this OAuth enhancement, we can now also support built-in connectors that depend on Oauth (like Google Drive).
- Select the desired built-in Connector.
- Select the Linked Account you’d like to leverage in this Connector. This list will only display accounts that are tied to the source provider.
- Configure the additional settings as relevant per the Connector Source.
Leveraging OAuth in specific built-in Connector Source.
With this OAuth enhancement, we can now also support built-in connectors that depend on Oauth (like Google Drive).
- Select the desired built-in Connector.
- Select the Linked Account you’d like to leverage in this Connector. This list will only display accounts that are tied to the source provider.
- Configure the additional settings as relevant per the Connector Source.
Turn on the Spring '22: Support for OAuth in Connectors (early access) account feature to use this feature during the Early Access period.
To learn more about Connectors, visit the Data Connectors training module.