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Register an OAuth Application
Register an application in the ApprovalMax Developer Portal to enable OAuth 2.0 authentication.
1
Prerequisites
Before starting, ensure you have:
  • An ApprovalMax account with a Premium subscription, trial, or All Features trial
  • Your role must be Account Owner, Account Manager, or Organization Administrator
  • Two-factor authentication enabled on your user profile
2
Open the My Applications tab
Go to the ApprovalMax Developer Portal and sign in. On the portal landing page, locate the Applications template and click View & Create to open the My Applications tab.
3
Create an ApprovalMax Application
Click Add new application to open the registration form, then enter a unique Application name.
4
Select OAuth scopes
Enables actions: Create Standalone Document, Create Xero Bill, Create Xero Purchase Order, Create Xero Quote, Create Xero Sales Invoice, Delete Request Attachment, Edit Standalone Document, Edit Xero Bill, Edit Xero Purchase Order, Edit Xero Quote, Edit Xero Sales Invoice, Get NetSuite Bill Payment, Get NetSuite Expense Report, Get NetSuite Invoice, Get NetSuite Item Receipt, Get NetSuite Journal Entry, Get NetSuite Purchase Order, Get NetSuite Sales Order, Get NetSuite Vendor Bill, Get QuickBooks Bill, Get QuickBooks Expense, Get QuickBooks Purchase Order, Get Request Attachment, Get Request Comment Attachment, Get Standalone Document, Get User Profile, Get Xero Batch Payment, Get Xero Bill, Get Xero Credit Note, Get Xero Purchase Order, Get Xero Quote, Get Xero Sales Invoice, List Companies, List NetSuite Bill Payments, List NetSuite Expense Reports, List NetSuite Invoices, List NetSuite Item Receipts, List NetSuite Journal Entries, List NetSuite Purchase Orders, List NetSuite Sales Orders, List NetSuite Vendor Bills, List QuickBooks Bills, List QuickBooks Expenses, List QuickBooks Purchase Orders, List Standalone Currencies, List Standalone Documents, List Standalone Workflows, List User Profiles, List Xero Accounts, List Xero Batch Payments, List Xero Bills, List Xero Branding Themes, List Xero Contacts, List Xero Credit Notes, List Xero Currencies, List Xero Items, List Xero Purchase Orders, List Xero Quotes, List Xero Sales Invoices, List Xero Taxes, List Xero Tracking Categories, Mark Xero Purchase Order As Billed, Submit Standalone Document, Upload Request Attachment
In the Scopes field of the registration form, select the OAuth scopes that match the operations your integration needs. openid and offline_access are always included automatically. Selecting both read and write is recommended for full functionality.
5
Set the Redirect URL
Set the Redirect URL field to: https://api.stackone.com/connect/oauth2/approvalmax/callback
6
Complete registration
Click CREATE to register the application. You will only see the Client Secret once on the next screen, so be ready to copy it immediately.
7
Copy Client Credentials
After creating the application:
  • Copy the Client ID
  • Copy the Client Secret immediately - it is only shown once (it can be regenerated later if lost)


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Configuring OAuth Scopes
Optionally override the OAuth scopes used during the connection flow. openid and offline_access are always included automatically. If not specified, read and write API scopes are used by default.
1
Choose your scopes
Enables actions: Create Standalone Document, Create Xero Bill, Create Xero Purchase Order, Create Xero Quote, Create Xero Sales Invoice, Delete Request Attachment, Edit Standalone Document, Edit Xero Bill, Edit Xero Purchase Order, Edit Xero Quote, Edit Xero Sales Invoice, Get NetSuite Bill Payment, Get NetSuite Expense Report, Get NetSuite Invoice, Get NetSuite Item Receipt, Get NetSuite Journal Entry, Get NetSuite Purchase Order, Get NetSuite Sales Order, Get NetSuite Vendor Bill, Get QuickBooks Bill, Get QuickBooks Expense, Get QuickBooks Purchase Order, Get Request Attachment, Get Request Comment Attachment, Get Standalone Document, Get User Profile, Get Xero Batch Payment, Get Xero Bill, Get Xero Credit Note, Get Xero Purchase Order, Get Xero Quote, Get Xero Sales Invoice, List Companies, List NetSuite Bill Payments, List NetSuite Expense Reports, List NetSuite Invoices, List NetSuite Item Receipts, List NetSuite Journal Entries, List NetSuite Purchase Orders, List NetSuite Sales Orders, List NetSuite Vendor Bills, List QuickBooks Bills, List QuickBooks Expenses, List QuickBooks Purchase Orders, List Standalone Currencies, List Standalone Documents, List Standalone Workflows, List User Profiles, List Xero Accounts, List Xero Batch Payments, List Xero Bills, List Xero Branding Themes, List Xero Contacts, List Xero Credit Notes, List Xero Currencies, List Xero Items, List Xero Purchase Orders, List Xero Quotes, List Xero Sales Invoices, List Xero Taxes, List Xero Tracking Categories, Mark Xero Purchase Order As Billed, Submit Standalone Document, Upload Request Attachment
Enter the desired scopes as a space-separated list in the Scopes field of the auth configuration.


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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for ApprovalMax:

1
Navigate to Connector Profiles
Login to StackOne and navigate to Connector Profiles
2
Create New Connector Profile
  • Click + Connector Profile
  • Search for and select ApprovalMax
  • Select Type as OAuth 2.0
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Client Secret
    • Scopes (Optional)
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile

Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for ApprovalMax.