One Click Contractor Integration Setup Guide

The following Article covers the internal steps to setup a One Click Contractor integration with improveit 360 for Lightning platform users. One Click's integration Knowledge articles: FAQ, Jobs

One Click Contractor's Setup Article: https://help.oneclickcontractor.com/knowledge/one-click-contractor-and-improveit-360-lightning 

One Click Contractor's Lightning Integration FAQ: https://help.oneclickcontractor.com/knowledge/improveit360-lightning-integration-faq 

1. External Client App

In Setup, search for App Manager

Click New External Client App

Fill out required fields in "Basic Information" section

Under the API section, enable the setting Enable OAuth Settings

In the Callback URL field, enter “https://api.remotesf.com/auth/improveit360/callback”

In Selected OAuth Scopes, select the following options

• "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

Click Create

Click Edit Settings and navigate to the Setting tab

Note: You will be notified via email for a verification. Once the verification code is added:

Copy Consumer Key and Consumer Secret into a note. These keys will be used during the Authentication Process outlined in the next section. 

2. Relax IP Restrictions for the External Client App 

Next, go to the Policies tab click Edit, scroll down to "App Authorization"

Change IP Relaxation from "Enforce IP Restrictions" to "Relax IP Restrictions for activated devices"

Make sure you wait at least 10 minutes before testing

3. Enable OAuth Username-Password Flows

In Setup, navigate > External Client App Manager and go to the Policies tab again

Check the Enable Client Credentials Flow under Flow Enablement, Save

4. Create a Permission Set for the Apex Class Access and Apply to Users

In Setup, navigate to Users > Permission Sets

Create a new Permission Set by clicking the New button 

Name it One Click Contractor, and choose the License Type of "Salesforce"

Next, in the “Apps” section, select Apex Class Access

Then click Edit

In the Available Apex Classes, select “i360core.OneClickResultApi” and add it to the Enabled Apex Classes 

Save your changes. 

Next you will assign this Permission Set to all the Users who plan to use One Click Contractor and need to send data from One Click back into improveit 360. 

Click Manage Assignments

Choose the Active Users list view and select the Users who need access to the One Click Contractor integration, then click Next. 

Choose No Expiration and then click Assign

Next, please contact improveit 360 to enable the One Click Contractor integration in your system.

Note: This integration can be setup through an Admin User; your company may want to purchase an additional Admin license from improveit 360 for accountability reasons. Open a Ticket with our Support team if you need to purchase an additional Admin User License.