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Prerequisites

Register a Wave Financial application if you want to use a custom OAuth application, or if you want to connect using the Token auth scheme, which requires an API token generated from a registered application. To register an application and obtain its credentials, follow these steps:
1
Log in to your Wave Financial account, then go to the Wave developer apps portal: https://developer-apps.waveapps.com/apps/.
2
Click Create an application and fill in your application details. Set the redirect URI to the CData callback URL: https://oauth.cdata.com/oauth/.
3
After you create the application, retrieve the Client Id and Client Secret. If you are using a custom OAuth application, you enter these values as the OAuth Client Id and OAuth Client Secret in the setup steps below.
4
To use the Token auth scheme, click Create token on your application to generate an API Token. You enter this value in the setup steps below.

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Setup Guide

Follow these steps to connect Wave Financial to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Wave Financial into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Select the Auth Scheme to use when connecting to Wave Financial, then follow the instructions in the relevant section below.

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Authentication

1
If you are using a custom OAuth application, click Advanced Settings and enter the OAuth Client Id and OAuth Client Secret assigned to your application. You can also enter the Scope of the authenticating user’s access to the application.
2
Click Sign in to authenticate with Wave Financial. This action opens the Wave Financial sign-in page in a new tab.
3
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

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More Information

For more information about interactions between Connect AI and Wave Financial, see this information page.