OAuth guide

Marketplace credential flows without bespoke connector plumbing.

Centralise consent, token refresh, revocation and connector defaults so every marketplace workflow starts from a secure and repeatable pattern.

OAuth consent Token refresh Revocation paths

Credential flow foundations

Consent by marketplace

Keep authorization steps clear for each channel, tenant and role so operations knows which data source is connected.

Integrations hub

Refresh and recovery

Handle token refresh, re-authentication and degraded connector states without silently breaking reporting or automation.

Security overview

Access boundaries

Separate marketplace credentials, FiveX users and partner access so support, finance and agencies get the right level of control.

Data security
Integration design

Treat credentials as a product surface, not a one-time setup screen.

Operators need to understand connection health, permission status and what happens when a marketplace requires re-authentication.

Make connection state visible

Show whether a channel is active, degraded, disconnected or waiting for renewed consent. Hidden auth failures quickly turn into missing revenue data.

Design for marketplace differences

Each channel has its own permission model and token behavior. Keep the user-facing flow consistent while allowing connector-specific defaults behind the scenes.

Keep revocation boring

Teams should know exactly what stops when access is revoked, which historical data remains available and who can reconnect the channel.

Recommended workflow

How to move from idea to production workflow

  1. 01

    Map every marketplace account, region and user role involved in the integration.

  2. 02

    Define the consent journey and the fallback state when authorization expires.

  3. 03

    Connect credential health to monitoring so failures are caught before reporting gaps appear.

  4. 04

    Document revocation, ownership transfer and re-authentication with support-ready language.

Build the API workflow with the right scope from day one.

Bring your channels, reporting needs and automation goals. We will map the safest route across REST, exports, OAuth and governance.