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OAuth Connector

At a glance

Configure a connector in 4 steps using OAuth. Ontologie opens an authorization popup to obtain the necessary permissions from the provider.

Before you start

  • Access to a Ontologie workspace
  • Active account on the external service (Google, HubSpot, Shopify, etc.)
  • Browser allowing popups for Ontologie

Steps

Step 1 — Choose the connector and start authorization

From Live Data > Connectors, click the desired OAuth connector.

Click Authorize. A popup opens for you to sign in to the external service and grant the requested permissions.

Screenshots for this page will be added in a future update.

Good to know
Some providers require specific scopes (e.g., Google: drive.readonly, HubSpot: contacts, deals). Ontologie configures the required scopes automatically.

Step 2 — Test the connection

After authorization, Ontologie automatically tests the connection.

If the test fails, verify that you granted all the requested permissions.

Common errors

ErrorLikely causeSolution
Popup blockedBrowser blocks popupsAllow popups for Ontologie in your browser settings.
Permissions deniedScopes not grantedRestart the authorization and accept all requested permissions.
Token expiredOAuth session expiredRestart the authorization to obtain a new token.

Step 3 — Select data streams

After a successful test, Ontologie discovers the available streams from your source. Check the streams you want to synchronize.

Tip
Start with one or two streams, then add more if needed. Each stream generates a tab in the source-linked spreadsheet.

Select the target entity in your ontology to receive the synchronized data.

Tip
You can also link the source later from the Sources tab of the entity in the ontology.

Pre-configured credentials vs BYO

Some connectors use OAuth credentials pre-configured by Ontologie: you click Authorize and the OAuth flow starts without any additional configuration. This is the case for most popular connectors (Google Sheets, HubSpot, Shopify, etc.).

Other connectors require BYO (Bring Your Own) credentials. In this case, you must provide your own client_id and client_secret obtained from the provider's developer console. Ontologie guides you through entering these credentials before starting the authorization.

How to tell?
The wizard clearly indicates whether the connector is pre-configured or requires your own credentials. Follow the instructions displayed on screen.

Expected outcome

Active connector
Synchronization starts and data appears in the source-linked spreadsheet of the target entity.

See also

Need help?

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