LevelPath

LevelPath (opens new window) is a procurement platform designed to streamline supplier onboarding, vendor management, and purchasing operations.

The LevelPath connector lets you integrate LevelPath data into your workflows, enabling real-time supplier events and automated procurement actions.

How to connect to LevelPath

Workato requires a Client ID and Client secret from LevelPath to authorize the connection. Complete the following steps to generate credentials and create the connection in Workato:

• Step 1: Generate API credentials in LevelPath
• Step 2: Complete the setup in Workato

Generate API credentials in LevelPath

Complete the following steps to retrieve your client credentials:

1

Log in to your LevelPath account as an admin.

2

Go to Company Settings, then locate your API or integration settings.

3

Generate or view your Client ID and Client secret.

4

Copy the credentials and store them securely. You may not be able to view the secret again.

Complete the setup in Workato

1

Click Create > Connection.

2

Search for and select the LevelPath connector.

/connectors/levelpath/connect-to-levelpath.png)_Connect to LevelPath_

3

Use the Location drop-down to select the project or folder to store this connection.

4

Enter your Client ID and Client secret.

5

Click Connect.