The Agiloft connector makes it easy to exchange data between Agiloft and Oracle databases. This integration uses Oracle Integration 3 and the Oracle Integration Cloud (OIC).

Creating a connection in Agiloft

To begin, users need to set up an Invoke Connection.

1. Log in to your KB.
2. Navigate to Setup > Integration > OAuth2 Client Setup.
3. Click New to create an API Application.
4. Give the application a Name and a Display Name. These values can be the same.
5. In the Full Name field, choose your Agiloft account. This is likely an Admin record or something similar.
6. For the Redirect URI field, use the steps below to create a value similar to the one in the example:
   
   https://agiloft-test-ab2ekruygdtf-ia.integration.us-ashburn-1.ocp.oraclecloud.com/icsapis/agent/oauth/callback
   
   
   1. Click your account initials in Oracle to find your Oracle server instance. Copy and paste it somewhere you can refer to it again later.
   2. Find your region code, which is in your Oracle URL. An example is us-ashburn-1.
   3. In the redirect URI field, input https://
   4. After https:// input the server instance.
   5. After the server instance, add .integration.
   6. After integration, add the region code.
   7. After the region code, add .ocp.
   8. After .ocp., add the following text: oraclecloud.com/icsapis/agent/oauth/callback
7. Click Apply Changes.

Creating a connection in Oracle

Now, users need to create a connection from the OIC project.

1. Log in to your Oracle account.
2. In the Oracle Integration Project, add a new connection. Find and select the Agiloft Adapter.
3. Give the adapter a Name and an Identifier, and select Invoke as the Role.
4. Under Properties, enter:
   1. KB Name: You can find this in the top right-hand corner of your KB.
   2. KB Domain: The base URL of your KB. Usually starts with the user's KB name (example.agiloft) and ends with .com or something similar.
   3. Contact ID: The record ID of the value you selected for the Full Name value.
5. Under Security, enter:
   1. Client ID: You can find this at the top of the Application record.
   2. Client Secret: You can find this near the top of the Application record.
6. Click Save. You can now use this connection for any integrations you want to create. For an integration example, consult the next section.

Creating an integration

This is an example workflow for an integration that links with Agiloft.

1. In the OIC project, create a new Action that you want to happen in Agiloft. For example, we'll use a Scheduled Assign action to Create a Contract. 
2. Next, invoke an Agiloft connection by clicking Invoke in the OIC.
3. Select the table associated with the action you created.
4. Make sure the Endpoint Name and Action look right, and click Finish.
5. In the map section that appears, map your action information to the proper Agiloft field. Click Validate.
6. Click Save.
7. Use the side menu to review any errors in in the integration.
8. Click Save.
9. To test, click the Test button. Or, you can run ad-hoc requests.

Ad hoc Request

Users can run ad-hoc requests in the OIC project by following the steps below.

1. In the OIC integrations list, click the three-dot menu and select Activate.
2. Click Debug. When active, click Observe.
3. Click the three-dot menu next to the integration and select Run.
4. Make sure Ad hoc request is selected and click Run at the top right side of the page.
5. Now, navigate to your Agiloft KB and check, for example, the Contract table to see the record that was created.