API and export routes
Different connection methods can have different requirements. Check which route is included in your plan and whether your chosen integration needs provider approval.
| Access route | Authentication | Credential owner | Provider approval | Access requirement | Last checked |
|---|---|---|---|---|---|
| Customer instance OAuth client | OAuth 2.0 | Customer | No | Customer-supplied credentials | 2026-07-22 |
Before you connect
Confirm these details for your account (including the product, plan and region you use).
01
Which records, attachments and history can you retrieve?
02
What does access cost, and which rate limits apply?
03
Can your chosen third party connect and perform the operations you need?
04
What happens to exports and integration access when you cancel?
Documentation
No documentation is linked yet.
This overview lists available access information. A full review of pricing, write capabilities and export coverage is still to come.