Hyland OnBase integration

Connect Hyland OnBase to sync supplier invoices (or other documents) from your Hyland instance. Setup is in Admin (or Settings) → Hyland (or Hyland OnBase).

Configure Hyland OnBase Server

1. In the panel you’ll see Configure Hyland OnBase Server and a note to enter your server configuration details.
2. For centralized Hyland Cloud, the app suggests:
   • Auth URL: https://auth.hyland.com/oauth2/auth
   • Token URL: https://auth.hyland.com/oauth2/token
   • API Base URL: https://api.hyland.com
3. For tenant-specific OnBase, contact your OnBase administrator for the correct URLs (e.g. https://your-server.com/oauth2/auth).
4. In the panel, enter:
   • OAuth Authorization URL (required)
   • OAuth Token URL (required)
   • API Base URL (required)
   • Client ID (required)
   • Client Secret (required)
5. Save the server configuration (e.g. Save or Save Configuration). The app then typically offers a Connect or Authorize step to complete OAuth with Hyland.

After connection

• When connection succeeds, the panel shows Hyland OnBase connected successfully! and may report how many supplier invoices (or documents) were found. If documents were found, an automatic sync may start; otherwise use Sync Documents to import.
• When sync completes, you’ll see a message like Processed X of Y supplier invoices from Hyland OnBase.
• Use Disconnect to remove the Hyland connection. Already-imported data remains in the app.