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

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Create an External Client App in Salesforce

In your Sage People Salesforce org, create an External Client 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 External Client App

Navigate to Platform Tools > Apps > App Manager and click New External Client App.

  • External Client App Name: StackOne Sage People Integration
  • API Name: StackOne_Sage_People_Integration
  • Contact Email: your admin email
  • Leave Distribution State set to Local.
3

Enable OAuth Settings

Check Enable OAuth Settings and configure as follows.

  • Callback URL: copy it from your Connector Profile
  • Selected OAuth Scopes: Manage user data via APIs (api), Perform requests at any time (refresh_token, offline_access)
  • Keep Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows checked. StackOne sends PKCE, and Salesforce turns it on for every app created on or after 9 July 2026.
  • Keep Require Secret for Web Server Flow and Require Secret for Refresh Token Flow checked
4

Save and Retrieve Credentials

Click Create, then open the app in External Client App Manager.

  • Go to Settings > OAuth Settings and click Consumer Key and Secret to retrieve the Consumer Key (Client ID) and Consumer Secret (Client Secret). You may be asked to verify your identity.
  • 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

Open the connector

Log in to StackOne, open Connectors, and select Sage People.
2

Choose actions and events

  • Click Add Profile.
  • If the connector offers more than one authentication method, set the Auth Method filter to OAuth 2.0 (Authorization Code).
  • Select the actions, and any events, to enable for this Connector Profile.
  • Click Continue.
3

Set up authentication

  • Select Authentication 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)
  • Click Create Profile.
Congratulations! The new Connector Profile now shows up on the connector page. If you created it as a project member rather than an admin, it starts disabled until a project admin enables it. You can now continue to Link Accounts for Sage People.