> For the complete documentation index, see [llms.txt](https://docs.balkan.id/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.balkan.id/getting-started/setting-up-your-tenant/application-integrations/direct-application-integrations/ocrolus-integration-setup.md).

# Ocrolus Integration Setup

### Getting Started

Use this guide to connect Ocrolus to your BalkanID tenant. You will need API credentials from the Ocrolus Dashboard and access to the Integrations section in BalkanID.

Once connected, BalkanID extracts the Dashboard members in your Ocrolus organization, along with each member's manager permission.

#### Requirements:

Before you begin, collect the following values from Ocrolus:

* **Client ID**
* **Client Secret**

### Configure Ocrolus within your BalkanID tenant

1. To find the **Client ID** and **Client Secret**, log in to the [Ocrolus Dashboard](https://dashboard.ocrolus.com/).
2. Click the **Account & Settings** icon at the top right corner of your screen and select **API Credentials**. The **API Credentials** page appears.
3. Click **ADD OAUTH2 API CREDENTIALS**. The **Add OAuth 2.0 Credentials** pop-up appears with the **Client ID** and **Client Secret** auto-populated under **Credentials**.
4. Enter a name in the **Description (My Application)** field, then click **DOWNLOAD JSON** to save the credentials to your machine. Download them before you continue: for security reasons the **Client Secret** cannot be retrieved once you close this window.
5. Click **ADD CREDENTIALS**.
6. In BalkanID, go to **Integrations** and click **Add integration**.

<div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FgMFZNzL7VaEQTvE9wMAx%2Focrolus-add-integration.png?alt=media" alt="The BalkanID Integrations page with the Add integration button at the top right"><figcaption><p>Add integration</p></figcaption></figure></div>

7. Search for **Ocrolus**, select it, then click **Next**.

<div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FSfujtNLLpMfDALCMfSuU%2Focrolus-connect-new-application.png?alt=media" alt="The Connect a new application step with Ocrolus searched for and selected"><figcaption><p>Connect a new application</p></figcaption></figure></div>

8. Under **Select Extraction Type**, keep **Direct Configuration** selected and paste your **Client ID** and **Client Secret** into the corresponding fields, then click **Next.**

<div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FKl7OS0JxPZkxQjvuhPqc%2Focrolus-direct-configuration.png?alt=media" alt="The Direct Configuration step showing the Client ID and Client Secret fields"><figcaption><p>Direct Configuration</p></figcaption></figure></div>

9. Fill **Optional Configuration**, if required.

<div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FZbipc8nl8LTFl5YsVIaj%2Foptional-configuration.png?alt=media" alt="The Optional Configuration step of the integration wizard"><figcaption><p>Optional Configuration</p></figcaption></figure></div>

10. Once you have filled in the information, click **Save**. Your integration is now configured and you will see the status of the integration displayed alongside other integrations on the Integrations page. When data is available, the integration Status column will read **Connected** and the integration Message will read **Data available**.

{% hint style="info" %}
Ocrolus OAuth 2.0 credentials have no scopes to select, so there is nothing to configure on the Ocrolus side beyond creating the credential. Create it from an Ocrolus account that can view your organization's Dashboard members.
{% endhint %}


---

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