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Overview

Linked Account contains detailed information about your users’ integration, allowing you to efficiently monitor and manage integrations. You can track app connections, total executions, and API calls at the customer level.

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Managing Linked Account

Linked Accounts can be created, updated or deleted either through the dashboard or via API.
In the Cobalt Dashboard, go to Dashboard > Linked Accounts. Click + Add Account, then enter the Linked Account ID, Name and UDF Parameter.
Learn more about UDF parameters in detail here.
Create a single Linked Account

You can also bulk create linked accounts by importing a .csv file.
You can create the Linked Account using the below curl.
Linked account operations should always happen on the server side
curl --request POST \
--url https://api.gocobalt.io/api/v2/public/linked-account \
--header 'Content-Type: application/json' \
--header 'x-api-key: <api-key>' \
--data '{
"linked_account_id": "<string>",
"name": "<string>",
"your_app": {}
}'
Linked account id should be unique for every user. It can be any unique id eg. email or a primary key representing the user

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Monitoring Linked Account

You can get insights into how each customer uses the integration, including logs for executions, schedules, events, and webhooks, aiding in observability and debugging.
To learn more about the Logs available, refer here.
Your customer must have set certain configuration after authentication. You can change your user configuration from the dashboard.
1

Navigate to Config

Within the Linked Account Overview tab, locate the Application under Integrations, click on the three-dot button in the respective row and select Configure.
2

Select Config from the Dropdown

Choose the desired configuration settings like the value for the Fields or Enable or Disable Workflows for the Linked Account.
3

Modify the Configurations and Save

Make any necessary modifications to the configuration settings as required by the end customer. Once the changes are made, click on Save to update configurations.Config Management in Linked Account
You can monitor and troubleshoot the authentication and connectivity status of an integration.To check the Integration Logs, under Integrations in Overview, click on the three-dot menu of any integration and select Logs.Navigation for Linked Account Integration LogsThis will display logs in chronological order of all auth events associated with the integration.
By leveraging the features available within Linked Accounts, users can effectively monitor, manage, and optimize their integrations.