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Total Expert connections use a Client ID and Client Secret. Your normal Total Expert username and password will not work in this form.

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Let’s connect your account

1

Get your API client credentials

These values are not your Total Expert sign-in credentials. Total Expert creates the client ID and secret pair for the integration. Ask your Total Expert account manager or your organization’s Total Expert integration administrator for the pair issued for your organization.You can copy and send this request:
Replace [production/test] with the environment you are connecting. Do not send your normal Total Expert username and password; those values will not work in this connection form.
2

Enter the credentials and save

In the product you are connecting, choose Total Expert. Enter the issued API values using this mapping:
  • Total Expert Client ID → Client ID
  • Total Expert Client Secret → Client Secret
Select Save.Cropped Total Expert connection form with Client ID, Client Secret, and Save highlightedWhen the connection window closes or Total Expert appears as connected in the product, the setup is complete.
Treat the Client Secret like a password. Do not include it in email, chat, or screenshots.

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Technical reference

Total Expert API credentials

Review Total Expert’s technical explanation of client credentials

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If the connection does not finish

Confirm that the Client ID and Client Secret were issued as a matching pair for the correct environment and have not expired or been revoked.