Looking to offer integrations to your users? You need OAuth
Integrations. According to a recent study by Gartner, through 2020 SaaS companies will be spending 50% of development time on integrations. Platforms all over the world are implementing integration-first strategies to grow and scale their product usage.
However, before you can offer any SaaS integration to your users, there is a crucial piece of technology implementation you need to know – OAuth.
While there are several SaaS solutions that deal with integrations, these mostly handle internal workflow automations and not user facing, native integrations. This is where OAuth comes in.
To know more about the difference between a workflow automation tool and an oauth solution, read our post on Pathfix Vs. Zapier.
What is OAuth?
According to Wikipedia “OAuth is an open standard for access delegation, commonly used as a way for Internet users to grant websites or applications access to their information on other websites but without giving them the passwords.”
In simple terms – OAuth allows you to receive authorization from your users to get access to their data. This data does not only mean user identity, but access to data they have with their providers.
OAuth framework is the most secure and preferred method adopted by most providers globally to allows for communication between applications. This is largely two-way communication, pushing data to platforms and/or pulling data into your platform.
Scopes limits the SaaS application’s access to the user’s data. During authorization, the user is presented with a consent screen that shows the scopes it wants to access. The user can then allow or deny access to the scope presented. The SaaS app can request access to one or more scopes which will show up in this consent screen.
Scopes are always defined by the service provider; they define what data can be accessible by 3rd party and what cannot. While accessing, it is always a good idea to check the scopes permitted by the provider and enter that information that is requested as-is.
OAuth Grant Flow
The most common grant type is the Grant Flow. This flow exchanges an authorization code for an access token.
Here is how a typical Grant Flow works:
Token Management System
As shown in the flow above, tokens are required during the process of receiving consent and permission from the user to access data. These are:
Access tokens – Applications use access tokens to gain and make API requests on behalf of the user. This token grants the requesting application access to specific data granted by the user.
Refresh tokens – Used when an access token is expired, a refresh token is sent by the client to refresh expired access tokens.
Your token management system needs to verify tokens, refresh expired access tokens, store tokens in secure and confidential data storage that is accessed by the provider only and most importantly, be secure in-transit and at-rest.
OAuth Authorization Server
The OAuth Authorization Server (AOS) is a gatekeeper that providers authentication and issues tokens. Also, it validates or rejects tokens before calls are redirected to the internal API server
The final piece, SDK’s
SDK stands for Software Development Kit (or devkit) is essentially a collection of tools you need to build on a platform.
They are designed to perform specific tasks, programming, or languages. This means if you are looking to build an integration to Google Sheets to pull all new entries into your application, you will need to look for and/or build an SDK that performs that exact task complete with the programming language, API and endpoints.
Most often, during the OAuth programming stage, this step consumes the most time as this requires research and finding the right and stable devkit to complete the actions you are looking for.
Or, Get Serverless OAuth Instead
So yes, building an OAuth module with the right server, SDK, token management and flows is time consuming and a bit complicated. Most service providers have their own structures and flows that you need to build for. Which means, one size does not fit all. If you are looking to integrate with multiple providers, you will need to go through this entire process again.
With Pathfix, instead of all that manual work, you can get oauth connected and start using any providers APIs in just a matter of minutes. Pathfix is an oauth tool that gets you connected to any provider with just a few lines of code. It handles the entire framework, token management and servers, without needing SDKs ever, all ready to go.
Is open source the right solution when it comes to OAuth 2 and OAuth 1 token management system? In this article, we dig into the pros and cons of using an open source token management system for OAuth2 and OAuth1 requirements.