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Ensure you have Salesforce Admin privileges for the org running Sage People.

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Create a Connected App in Salesforce

In your Sage People Salesforce org, create a Connected App for StackOne.

1

Open Salesforce Setup

Sign in at login.salesforce.com (use test.salesforce.com for sandbox), then click Setup ⚙️ in the top-right.

2

New Connected App

Navigate to Platform Tools > Apps > App Manager and click New Connected App (the older “Connected Apps” UI; not “External Client Apps”).

  • Connected App Name: StackOne Sage People Integration
  • API Name: StackOne_Sage_People_Integration
  • Contact Email: your admin email
3

Enable OAuth Settings

Check Enable OAuth Settings and configure as follows.

  • Callback URL: https://api.stackone.com/connect/oauth2/sagepeople/callback
  • Selected OAuth Scopes: Manage user data via APIs (api), Perform requests at any time (refresh_token, offline_access)
  • Uncheck Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows (Salesforce returns missing required code challenge otherwise)
  • Keep Require Secret for Web Server Flow and Require Secret for Refresh Token Flow checked
4

Save and Retrieve Credentials

Click Save, then return to the Connected App detail page.

  • Open Manage Consumer Details to retrieve Consumer Key (Client ID) and Consumer Secret (Client Secret).
  • It can take 10–20 minutes for the app to become active.

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Assign Sage People Permission Sets

Each Sage People REST endpoint enforces its own Salesforce Permission Set. Assign all seven to the user that will authenticate.

1

Open Permission Set assignment

Setup > Users > Users > [API User] > Permission Set Assignments.

  • Sage People Employees API
  • Sage People Pay Details API
  • Sage People Salaries API
  • Sage People Bonuses API
  • Sage People Absences API
  • Sage People Absence Balances API
  • Sage People Timesheets API

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Select Environment

Choose Production or Sandbox to match your Salesforce org.

1

Choose Environment

Select the environment that matches your Salesforce org.

  • Production: select for your live Sage People org (login.salesforce.com)
  • Sandbox: select for test orgs (test.salesforce.com)

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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Sage People:
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 Sage People
  • Select Type as OAuth 2.0 (Authorization Code)
  • Fill out the fields using details retrieved from your provider:
    • Client ID (Consumer Key)
    • Client Secret (Consumer Secret)
    • OAuth 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 Sage People.