In this guide, we will show you how to easily get started using the StackOne . Let’s start with some key terminology:

Project

A Project is the construct that binds all of your StackOne integrations together. This is where your integration settings and linked account credentials are stored.

StackOne API Key

The API Key that you will use to authenticate all calls to StackOne.

Integration (aka Provider or Connector)

A company with a SaaS offering in any of our supported verticals such as HRIS, ATS, CRM, etc.
The overall model can be summarized in the following diagram:
There are 4 steps to set up your first integration:
The rest of this document will walk you through the process of configuring your first StackOne Integration.

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Making Your First StackOne API Request

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Create a Project

To create a Project, navigate to the StackOne Dashboard and select Create New Project in the top-left dropdown. Give your Project a name and select the geographic region where you would like the transferred data to be processed.
Create your first project
Click the blue Create button to continue.
A single StackOne Organization can contain multiple Projects. Learn more about this in the Managing Projects section.

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Configure an Integration

In this step, we will configure an Integration for your newly created Project. From the StackOne Dashboard, click on the Integrations menu in the left-hand side. You will see several tabs, each containing the available Integrations for the selected software category.
Integrations Categories
Some Integrations may require additional details such as Client ID or Client Secret. These may have a slightly different setup process and may require partnerships.
Find any Integration you’d like to enable. We recommend getting started with systems like BambooHR, as it is easy to create a demo account. For BambooHR, we do not need any further information. If you do not have a partnership, select the API Key authentication type and click Save Changes. You can now link any BambooHR tenant in your Project. To do this, click on Accounts in the left navigation and create an Auth Link or click Link Account. You will be presented with a selection showing any enabled Integrations which will allow you to connect relevant systems you have access to.
Step-by-step instructions on how to use the Accounts page are detailed in the Accounts guide.
In your Accounts section, you should now see the tenant you have connected. Click on the Test Connection option in the ellipsis menu for that account to open the Test Account Connection sidepanel. From this dialog, you can select different actions to perform against the StackOne Unified API, which will now be retrieving and transforming data directly from BambooHR on your behalf:
When you click Send Request, the StackOne Dashboard will make a request to the StackOne Unified API as if you were using a StackOne API Key. StackOne’s Unified API server converts the request into a format that the Integration can understand and injects the relevant tenant credentials configured during the account linking process. Finally, the response data is transformed into the StackOne Unified API format and returned to you.

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Using the StackOne Unified APIs

Once you’ve set up a Project and enabled Integrations, you can start using StackOne programmatically and via your user interface: