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supports OAuth 2.0 for connecting to third-party services such as Google.

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Create an OAuth connection

To set up a new OAuth entry, follow these steps:
  1. In your project, click More and then click OAuth.
  2. Click Add OAuth connection.
  3. Complete the fields
    • OAuth name: A unique, descriptive name for your OAuth connection.
    • Runner: Select a . This is only required if you have a Hybrid SaaS solution. To learn how to create a , read Create a .
    • Provider: Select a third-party Provider. For example, Google or Salesforce.
    • Authentication type: Currently only supports OAuth 2.0 Authorization Code Grant and OAuth 2.0 client credentials, depending on the connector.
    • Description: (Optional) Enter a description for your OAuth connection.
    If your OAuth provider requires a callback or redirect URL when registering your OAuth application, displays the correct URL for your region in the project explorer UI. The URL follows the format https://projects.{region}.matillion.com/connections-oauth-redirect, where {region} is eu1, us1, or au1 depending on your account region.
  4. Once these details are filled, the Values section will expand to allow you to configure values and overrides.
    If the Values section requires you to enter provider-specific credentials, see Authenticating specific OAuth providers.
  5. Click Authorize.
  6. A new browser tab will open, connecting you to the third party. Select your account, and complete the connection (e.g. in Google, click Allow). Upon success, this browser tab will close.
  7. The OAuth connections menu will now display your new OAuth connection.
Your new OAuth connection is ready for use with corresponding third-party connectors.

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Configure values and overrides

The Values section lets you manage how different environments authenticate without the need for complex variables.
  • Default values: Toggle this on to set a fallback for all environments. This allows you to share a single credential across multiple environments.
  • Environment overrides: You will see a list of your specific environments. You can toggle these on individually to provide unique credentials that override the default value for that specific environment.

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Authenticating specific OAuth providers

Sometimes, authenticating a connection to an OAuth provider is more complex than the steps described above. The following linked guides and sub-sections of this guide provide instructions to create an OAuth connection to a specific provider, if this process involves additional steps. If the OAuth provider you’re authenticating isn’t listed, this means that you can create an OAuth connection to this provider by following the steps in Create an OAuth connection.

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Google

If you see the error “This app is blocked” from Google during the OAuth creation process, you may need to alter your Google security settings to allow app access:
  1. Log in to the Google Admin console with an account that has administrator privileges.
  2. Follow the instructions to configure a new app in the Manage app access to Google services & add apps section of the Google documentation.
  • ’s client ID is 192174083921-gcguirlj6ltqcreni233koj6r1r3ner1.apps.googleusercontent.com.
  • You will need to grant Trusted access.

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Microsoft Dynamics 365

The account you use to authorize the OAuth connection to Microsoft Dynamics 365 must have at least the Basic (also known as User) access level and Read privileges. For more information, read the Microsoft Dynamics 365 Security roles documentation. To create an OAuth connection for Microsoft Dynamics 365:
  1. In Organization URL, enter your Microsoft Dynamics 365 organization URL. This is the first part of the URL shown when you log in to Microsoft Dynamics 365, for example https://companyname.crm11.dynamics.com.
  2. In Edition, select your Microsoft Dynamics 365 edition.

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Microsoft SharePoint

To create an OAuth connection for Microsoft SharePoint, you’ll need your SharePoint root URL, for example https://companyname.sharepoint.com.

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Delete an OAuth connection

Pipelines reference an OAuth connection by name. If you delete an OAuth connection that’s in use, any pipeline that references it will stop working— doesn’t fail over to another OAuth connection. Before you delete an OAuth connection, make sure no pipelines depend on it.
  1. In your project, click More and then click OAuth.
  2. Click the three dots … on the corresponding row of an OAuth you want to delete.
  3. Click Delete OAuth.
  4. Click Yes, delete to confirm deletion. Otherwise, click Cancel.