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Overview

1. API Token - A token that grants Nango permission to interact with Pennylane’s API resources and services.

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Prerequisites:

• You must have an account with Pennylane with a Company linked to it.

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Instructions:

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Step 1: Generating your Company API token

1. Log into your Pennylane account.
2. Navigate to Company settings → Connectivity → Developers.
3. Click Generate an API Token.
4. Give the token a descriptive name.
5. Select the scopes you want the token to give access to based on your integration needs.
6. Set an expiration date for the token.
7. Click Generate token.
8. Copy your token and save it somewhere safe.
   For security purposes, tokens aren’t stored on your Pennylane workspace, so this is your only chance to copy it.
9. Check the box confirming that you have saved your Company API token elsewhere and click Continue.

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Step 2: Enter credentials in the Connect UI

1. Open the form where you need to authenticate with Pennylane (Company API).
2. Enter your API Token in its respective field.
3. Submit the form, and you should be successfully authenticated.