> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Wave Financial

export const title_1 = "Wave Financial";

export const title_0 = "Wave Financial";

## 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:

<Steps>
  <Step>
    Log in to your Wave Financial account, then go to the Wave developer apps portal: [https://developer-apps.waveapps.com/apps/](https://developer-apps.waveapps.com/apps/).
  </Step>

  <Step>
    Click **Create an application** and fill in your application details. Set the redirect URI to the CData callback URL: *[https://oauth.cdata.com/oauth/](https://oauth.cdata.com/oauth/)*.
  </Step>

  <Step>
    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.
  </Step>

  <Step>
    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.
  </Step>
</Steps>

## Setup Guide

Follow these steps to connect Wave Financial to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Wave Financial* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Select the **Auth Scheme** to use when connecting to Wave Financial, then follow the instructions in the relevant section below.
  </Step>
</Steps>

## Authentication

<Tabs>
  <Tab title="OAuth">
    <Steps>
      <Step>
        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.
      </Step>

      <Step>
        Click **Sign in** to authenticate with Wave Financial. This action opens the Wave Financial sign-in page in a new tab.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} 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.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Token">
    <Steps>
      <Step>
        Enter the **API Token** obtained when you registered a Wave Financial application.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} 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.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## More Information

For more information about interactions between Connect AI and Wave Financial, see [this information page](https://cdn.cdata.com/help/HWM/cloud/default.htm#default).

<Note>
  Ready to try this connector? [Create a free Connect AI account](https://cloud-login.cdata.com/u/signup) and set up your first connection in minutes.
</Note>