Create a Connected App in Salesforce
In your Sage People Salesforce org, create a Connected App for StackOne.
Open Salesforce Setup
Sign in at login.salesforce.com (use test.salesforce.com for sandbox), then click Setup ⚙️ in the top-right.
New Connected App
Navigate to Platform Tools > Apps > App Manager and click New Connected App (the older “Connected Apps” UI; not “External Client Apps”).
- Connected App Name: StackOne Sage People Integration
- API Name: StackOne_Sage_People_Integration
- Contact Email: your admin email
Enable OAuth Settings
Check Enable OAuth Settings and configure as follows.
- Callback URL:
https://api.stackone.com/connect/oauth2/sagepeople/callback - Selected OAuth Scopes:
Manage user data via APIs (api),Perform requests at any time (refresh_token, offline_access) - Uncheck Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows (Salesforce returns
missing required code challengeotherwise) - Keep Require Secret for Web Server Flow and Require Secret for Refresh Token Flow checked
Save and Retrieve Credentials
Click Save, then return to the Connected App detail page.
- Open Manage Consumer Details to retrieve Consumer Key (Client ID) and Consumer Secret (Client Secret).
- It can take 10–20 minutes for the app to become active.
Assign Sage People Permission Sets
Each Sage People REST endpoint enforces its own Salesforce Permission Set. Assign all seven to the user that will authenticate.
Open Permission Set assignment
Setup > Users > Users > [API User] > Permission Set Assignments.
- Sage People Employees API
- Sage People Pay Details API
- Sage People Salaries API
- Sage People Bonuses API
- Sage People Absences API
- Sage People Absence Balances API
- Sage People Timesheets API
Select Environment
Choose Production or Sandbox to match your Salesforce org.
Choose Environment
Select the environment that matches your Salesforce org.
- Production: select for your live Sage People org (login.salesforce.com)
- Sandbox: select for test orgs (test.salesforce.com)
Creating the StackOne Connector Profile
To create the Connector Profile in StackOne for Sage People:Navigate to Connector Profiles
Create New Connector Profile
- Click + Connector Profile
- Search for and select Sage People
- Select Type as OAuth 2.0 (Authorization Code)
- Fill out the fields using details retrieved from your provider:
- Client ID (Consumer Key)
- Client Secret (Consumer Secret)
- OAuth Scopes (Optional)
- (Optional) Select Actions to be enabled for this Connector Profile
- Click Create profile