To enable Conga CLM to leverage Max APIs, API developers need API Token and API URL. API developers need to provide API Token and API URL in Intelligent Discovery Setting. For more information, refer to Configuring Intelligent Discovery Settings in CLM Administrator Guide. 

API URL

In Intelligent Discovery Settings, enter the URL as https://{​​​​​URL}​​​​​/api/v1/{​​​​​tenant}​​​​​/ichronos

Here, URL is the URL of the Salesforce instance of Max tenant and tenant is the tenant name. 

API Token

To generate the API Token,

  1. Login to your Azure Portal. 
  2. Navigate to your Key-Vault. Click Create/Generate. 
  3. Enter values for the following fields:

    FieldDescription
    Upload OptionsManual
    Name

    Enter name in the following format:

    MAX-API-Secret-<Tenant Name>

    ValueEnter the value returned by admin/apikey API
    EnabledYes
  4. Click Create. 
  5. Navigate to your Key-Vault and select your resource. 
  6. Click Show Secrets. 
  7. Copy the API Key and use it in the API Key field of Intelligent Discovery Settings.