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
2. Login with your account information
3. Click the green Add button
4. Enter a name in the Application Name field (ie: API TEST)
5. Enter https://www.getpostman.com/oauth2/callback in the Website URL and the Deauthorization callback URL fields
6. Logo's are optional
7. Enter https://oauth.pstmn.io/v1/callback in the Redirect URIs field
8. Check the box Accept Developer Terms of Service
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. Select the Request option
3. Fill in the Request Name field (ie: Token Generation)
4. Choose a collection to store this Request in
5. Click the Authorization sub-tab of this Request
6. Click the Type dropdown menu and
7. Select OAuth 2.0
8. Click Get New Access Token
9. Fill in the 'Token Name' field (ie: EU TEST Token)
10. Enter 'https://app.clio.com/oauth/authorize' into the Auth URL field
11. Enter 'https://app.clio.com/oauth/token' into the Access Token URL field (please click here for the URL if you are on a EU or Canadian server)
12. Enter the previously generated App Key into the 'Client ID' field
13. Enter the previously generated App Secret into the 'Client Secret' field
14. Leave scope unchanged
15. Make sure 'Grant Type' field is set to 'Authorization Code'
16. Click 'Request Token'

Note - if you receive an error message after clicking "Request Token", check which version of Postman you have and ensure it is up to date.