Objective:

• Getting OAuth 2.0 Authorization
• Developer Application set-up

Environment:

• Clio's API v4

Additional Information:

This guide is targeted for developers using Clio's North American instance.

This guide requires the use of a 3rd party application called Postman, an API development environment. You can start using Postman by clicking here.

Procedure:

In Browser:

1. Navigate to the Clio Developer Apps page and login with your account information.
2. click the green 'Add' button
3. Enter a name in the 'Application Name' field (ie: API TEST)
4. Enter https://www.getpostman.com/oauth2/callback in the 'Website URL' field
5. Logo's are optional
6. Enter https://oauth.pstmn.io/v1/callback in the "Redirect URIs" field
7. Enter https://www.getpostman.com/oauth2/callback in the 'Deauthorization callback URL' field
8. Toggle to the API v4 option
9. Check all required Read or Write API Permissions checkboxes
10. Description is optional
11. Click Save
12. Note the generated 'App Key' and 'App Secret'

In Postman:

1. Click 'New'
2. Choose the 'Request' option
3. Fill in the 'Request Name' field (ie: Token Generation)
4. Choose a collection to store this Request in
5. In the Authorization sub-tab of this Request, Click the dropdown 'Type' menu and choose 'OAuth 2.0'
6. Click 'Get New Access Token'
7. Fill in the 'Token Name' field (ie: EU TEST Token)
8. Enter 'https://app.clio.com/oauth/authorize' into the Auth URL field
9. Enter 'https://app.clio.com/oauth/token' into the Access Token URL field
10. Enter the previously generated App Key into the 'Client ID' field
11. Enter the previously generated App Secret into the 'Client Secret' field
12. Leave scope unchanged
13. Make sure 'Grant Type' field is set to 'Authorization Code'
14. Click 'Request Token'