Outreach

The following steps will enable Outreach authentication on your Polytomic on-premises environment:

1. Create and publish an internal Outreach app from Outreach's developer console.
2. Set the Outreach credentials in your Polytomic deployment.

These steps are outlined in detail below.

Create and publish an internal Outreach app

1. Ensure that you are an Outreach admin.
2. Go to your Outreach admin panel: https://web.outreach.io/admin-exp.
3. Click on Apps then click on Create new app.

4. Click Create app.

5. Give your app any name and identifier. A suitable name is <your company name>-polytomic.

6. Click on Feature selection.

7. Click on Outreach API (OAuth) then confirm by clicking Add feature.

8. Click on the Production tab.

9. Record the OAuth Application ID and Application secret values, as they will be required later in the process.
10. In the Callback URL field, enter YOUR_POLYTOMIC_URL/connect/outreach. For example, if you access Polytomic at https://polytomic.mycorp-internal.com, enter https://polytomic.mycorp-internal.com/connect/outreach.

11. In the API Scopes section, check the all option for each row of options. Check the read option when it is the only one available.
12. Click on New release in the top right.

13. Pick the Internal app option then click Next.

14. Check off all the policy agreements then click Release.

15. Click Publish.
16. Set these credentials in your Polytomic deployment:

• OUTREACH_CLIENT_ID: the OAuth Application ID from step 9.
• OUTREACH_CLIENT_SECRET: the Application secret from step 9.

17. Follow the Outreach instructions to create a Connection.