This document describes how to approach the following use case via API calls

  1. Creating an Account
  2. Installing a Template into it
  3. Authenticating the Connector
  4. Setting the Step Field Mapping

Note: Throughout this document, the domain used in the example requests is

If you are on the UK instance, this should be replaced with, and for the EU,

1. Create Account

curl -X POST --header 'Content-Type: application/json' --header 'Accept: application/json' -d  '{ \ 
 "Id": "(Optional) The External Account ID you would like for this account", \  "Name": "Account Name", \ 
 "Description": "(Optional) Account Description", \ 
 "Timezone": "(Optional) Timezone for the account, IANA time zone database format.", \  }' ''

See Create Account docs for more details: Click Here

2. Install template into new account

curl -X POST --header 'Content-Type: application/json' --header 'Accept: application/json' -- header 'X-Cyclr-Account: ACCOUNT ID FROM PREVIOUS STEP' -d '{ \  }' ''

Depending on the template being installed, there may be more to specify in this call, but this is the minimum.

See Install a Template docs for more details: Click Here

3. Authenticate connector (OAuth)

3a. Get Sign-in Token

curl -X POST --header 'Content-Type: application/json' --header 'Accept:  application/json' -d '{ \
"Username": "string" \ 
 }' ' ID FROM STEP 1/signintoken'

3b. Update Connector Auth

curl --request POST \
  --url 'https://YOUR-SERVICE-DOMAIN/connectorauth/updateaccountconnectoroauth?id=ACCOUNT CONNECTOR ID FROM STEP 2&token=TOKEN-FROM-STEP-3a&targetOrigin='

Your service domain can be found by visiting General Settings in your Cyclr console. It generally has a format matching one of the following:


targetOrigin should be either the origin of another browser window for the JavaScript callback event to be dispatched to, or a URL to redirect the user to.

See our docs for more on authenticating via OAuth: Click Here. Documentation for other auth routes is also available.

4. Set Step Field Mapping

curl -X PUT --header 'Content-Type: application/json' --header 'Accept: application/json' --header 'X-Cyclr-Account: ACCOUNT ID FROM STEP 1' -d '{ \ 
     "Field": { \ 
         "Id": 0 \ 
     }, \ 
     "MappingType": "StaticValue", \ 
     "Value": "string" \ 
 }' ''

See Set Step Field Mapping in our documentation for more details: Click Here

5. Start Cycle

curl -X PUT --header 'Content-Type: application/json' --header 'Accept: application/json' -- header 'X-Cyclr-Account: Account ID' -d '{ \ 
 "StartTime": "2021-12-07T09:17:50.888Z", \ 
 "Interval": 0, \ 
 "RunOnce": true \ 
 }' ' ID/activate'

See Cycle Activation for more details: Click Here