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Capabilities

ResourceSyncProvision
Accounts
Groups

Gather Formal credentials

Configuring the connector requires you to pass in credentials generated in Formal. Gather these credentials before you move on.
A user with the Connector Administrator or Super Administrator role in ConductorOne and the ability to generate API keys in Formal must perform this task.

Generate a Formal API key

1
Sign into Formal and click the API Keys tile.
2
Click Create API Key.
3
Give the new key a name, such as “ConductorOne integration”.
4
Click Create. The new API key is generated.
5
Carefully and copy and save the API key.
That’s it! Next, move on to the connector configuration instructions.

Configure the Formal connector

To complete this task, you’ll need:
  • The Connector Administrator or Super Administrator role in ConductorOne
  • Access to the set of Formal credentials generated by following the instructions above
Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.
1
In ConductorOne, navigate to Admin > Connectors and click Add connector.
2
Search for Formal and click Add.
3
Choose how to set up the new Formal connector:
  • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
  • Add the connector to a managed app (select from the list of existing managed apps)
  • Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Paste the API key into the API key field.
8
Click Save.
9
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
That’s it! Your Formal connector is now pulling access data into ConductorOne.