Configure Connection
Action1 guide
Create dedicated Action1 API credentials and use them to connect the Action1 system in NIM.
Before you beginDirect link to Before you begin
NIM requires Tenant URL, Client ID, and Client Secret. Ensure the Action1 API credential's role allows access to the organizations and endpoint data you intend to audit.
Create Action1 API credentialsDirect link to Create Action1 API credentials
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Sign in to the Action1 Admin Console.
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Go to Configuration > API Credentials.
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Select + New.
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Enter a descriptive Name, such as
NIM, then choose the required Role. The example uses Enterprise Admin. -
Select Proceed.
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Copy the generated Client ID and Client Secret.
Treat the client secret as a password. Store it only in an approved secure location and do not include it in tickets, email, or documentation.
Configure Action1 in NIMDirect link to Configure Action1 in NIM
- Add or open the Action1 system in NIM.
- Open Connection and enter the following settings.
| NIM setting | Value |
|---|---|
| Tenant URL | The Action1 tenant hostname. The existing setup uses app.action1.com, shown as Customer/Tenant ID in the screenshot below. Use a different value if instructed by Tools4ever Support. |
| Client ID | The Client ID generated in Action1. |
| Client Secret | The corresponding Client Secret. |
- Save the system configuration.
Validate the connectionDirect link to Validate the connection
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Select Test Connection. NIM attempts to retrieve organizations using:
GET /organizations -
If the test fails, verify the Tenant URL, Client ID, Client Secret, selected Action1 role, and network access.
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Collect the endpoint data needed for your audit and validate the results in NIM before using them in filters or reports.
The connection test checks organization retrieval. Validate endpoint collection separately to confirm access to the data needed for your audit.