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Onboarding guide - Blackline
Reco Product Management avatar
Written by Reco Product Management
Updated over a month ago

Prerequisites

Contact Blackline Support and retrieve the following:

  1. client_id

  2. client_secret

  3. application username

Integration steps

  1. Sign in to Blackline as System Administrator

  2. Navigate to System -> Users -> Users Admin Grid

  3. Click the pencil icon to edit the user to whom API access is to be granted

  4. Check API Access checkbox and User management checkbox. In example below, API Access and Task are checked.

  5. Navigate to User Details, generate an API key and put it aside

  6. Select your region and fill in client id, client secret, application username, API key and scope values

  7. Click on "Connect" to finish connection process

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