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How to build a public Insightly integration: Building the Auth Flow

Aug 15, 20246 minute read

Introduction

Hey there, fellow JavaScript enthusiast! Ready to dive into the world of Insightly integrations? Today, we're going to tackle one of the most crucial aspects of building a public integration: the authorization flow. Insightly's API is a powerful tool, but without proper authorization, it's like having a sports car without the keys. Let's change that!

Prerequisites

Before we jump in, make sure you've got:

  • Your Insightly API credentials (if you don't have them yet, hop over to your Insightly account and grab them)
  • A Node.js environment set up with Express.js (I'm assuming you're already comfortable with these)

Got everything? Great! Let's roll.

OAuth 2.0 Flow Overview

We'll be using the OAuth 2.0 Authorization Code Grant flow. It's like a secret handshake between your app and Insightly. You'll need three key pieces:

  • Client ID
  • Client Secret
  • Redirect URI

These are the VIP passes for your app to get into the Insightly API party.

Setting Up the Authorization Request

First things first, let's construct that authorization URL:

const authUrl = `https://api.insightly.com/v3.1/oauth2/authorize?client_id=${clientId}&redirect_uri=${redirectUri}&response_type=code`;

When a user hits this URL, they'll be whisked away to Insightly's login page. It's like sending them to the bouncer to get their credentials checked.

Handling the Callback

Once the user gives the thumbs up, Insightly will send them back to your redirect_uri with a shiny new authorization code. It's time to trade that code for the real treasure: access and refresh tokens.

app.get('/callback', async (req, res) => { const { code } = req.query; // Exchange code for tokens const tokens = await exchangeCodeForTokens(code); // Store tokens securely storeTokens(tokens); res.send('Authorization successful!'); });

Token Management

Now that you've got the tokens, treat them like gold. Store them securely (please, for the love of all that is holy, not in plain text). You'll also need to keep them fresh:

async function refreshAccessToken(refreshToken) { // Call Insightly's token endpoint to get a new access token // Update your stored tokens }

Making Authenticated Requests

You're in! Time to start making those API calls:

async function makeInsightlyRequest(endpoint) { const response = await fetch(`https://api.insightly.com/v3.1/${endpoint}`, { headers: { 'Authorization': `Bearer ${accessToken}`, 'Accept': 'application/json' } }); return response.json(); }

Error Handling and Edge Cases

Even the best-laid plans can go awry. Be ready for:

  • Invalid tokens (HTTP 401)
  • Expired tokens (Time to refresh!)
  • Revoked access (Back to square one, folks)

Always check the response status and handle these cases gracefully.

Best Practices

A few pro tips to keep your integration running smoothly:

  • Keep your client secret... well, secret
  • Implement rate limiting to play nice with Insightly's API
  • Log important events, but be careful not to log sensitive data

Conclusion

And there you have it! You've just built the authorization flow for your Insightly integration. You're now armed with the power to access Insightly data securely. Remember, with great power comes great responsibility (and some pretty cool integrations).

Next steps? Start exploring the Insightly API endpoints and build some awesome features for your users. The sky's the limit!

Happy coding, and may your tokens always be fresh and your responses always be 200 OK!