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Once you’ve got your API Client ID & Secret and you’ve successfully generated a token, it’s time to render Rollout Link in your application. Rollout Link is the authentication UI that enables your users to authenticate with their CRM/TMS of choice and creates a credential for each connected account. Configure the data types your app needs as part of this setup, then use the credential to make API requests.

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Choose what data your app needs

Rollout calls each type of data, such as people, notes, or tasks, an entity. People sync automatically for supported connectors. To use optional types such as notes and tasks, choose them in dashboard Settings → Default Entities To Sync, or enable them in code:
This example enables notes and tasks for new connections. Choose the types your app uses; availability depends on the connector. To use your dashboard defaults, omit entitiesToSync. An explicit selection in code takes precedence over those defaults. Already connected an account? Update that connection’s sync settings. Changing the component prop alone does not update existing credentials. See Choose what data to sync for defaults and other data types, then use your framework guide below to embed the component.

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Guides

Choose the guide that matches your frontend framework:

React 17 and newer

React 16 and older

Vue.js

AngularJS

Ruby on Rails

Python (Django)

PHP (Laravel)

Java (Spring Boot)

Don’t see a guide for your frontend framework here? Email support@rollout.com to request a new one.