---
title: How to create a Named Credential for Producer Data Sync
description: Overview The Producer Data Sync code relies on the presence of a Named Credential with an API name of Producer_Sync. Each customer will have their own unique client ID and secret to be stored in the n
---
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# How to create a Named Credential for Producer Data Sync
## AgentSync Manage steps to create your Named Credential for the Producer Data Sync.
### Overview
The Producer Data Sync code relies on the presence of a Named Credential with an API name of Producer\_Sync. Each customer will have their own unique client ID and secret to be stored in the named credential, so creation of the named credential needs to be a manual onboarding step for your organization. The following sections describe all the steps needed to create the named credential.
### Customer API Configuration
Before you undertake the following configuration steps, your AgentSync contacts will setup the Customer API credentials to enable the remaining steps below to be completed. Work together to ensure that it is in motion at least 5 days before the intended date of producer data sync set-up.
The steps below will need to be completed in your AgentSync Manage environment, not AgentSync Contracting.
### Remote Site Settings
In the relevant **Manage** instance:
1. Create a Remote Site Setting for the Customer API auth endpoint: https://auth.agentsync.io
2. Create a Remote Site Setting for the Producer Data Sync API base URL: https://api.agentsync.io
### Auth Provider
*17 STEPS*
1\. Log into the Salesforce Manage Environment. Click the **gear** on the top right hand corner.
2\. Click **Setup**
3\. Click in the **Quick Find** box
4\. Type in the quick find **Auth. Providers.**
5\. Click **Auth. Providers**
6\. Click **New**
7\. Click **Provide Type** to select from the dropdown.
8\. Select **AgentSyncAuthProvider**
9\. Click Name and type in "Producer Sync"
10\. Click **Name** and put **"Producer Sync"**
11\. For the Auth Endpoint, put "[https://auth.agentsync.io/oauth2/token](https://auth.agentsync.io/oauth2/token)"
12\. For the Auth Endpoint, put "[https://auth.agentsync.io/oauth2/token](https://auth.agentsync.io/oauth2/token)"
13\. For the Client Secret, put the client secret provided to you by the Customer API Team.
14\. For the Client Secret, put the client secret provided to you by the Customer API Team.
15\. For the Provider Name, put "**Producer\_Sync**"
16\. For Execute Registration As, select an AgentSync admin user.
17\. Click the Save button.
### Here's an interactive tutorial
*\*\* Best experienced in Full Screen (click the icon in the top right corner before you begin) \*\**
[https://www.iorad.com/player/2231652/Auth-Provider---Producer-Data-Sync---Contracting-](https://www.iorad.com/player/2231652/Auth-Provider---Producer-Data-Sync---Contracting-)
1. Go to **Set up**
2. In the quick find on the left-hand side, type **Auth. Providers** and create an auth provider by following the following steps:
1. For the Provider Type, select **AgentSyncAuthProvider**
2. For the Name, put “**Producer Sync**”
3. For the URL Suffix, put “**Producer\_Sync**”
4. For the Auth Endpoint, put “**https://auth.agentsync.io/oauth2/token**”
5. For the Client Key, put the client key provided to you by the Customer API For the Client Secret, put the client secret **provided to you by the Customer API Team**.
1. 1. For the Provider Name, put “**Producer\_Sync**”
2. For Execute Registration As, select an **AgentSync admin user**.
3. Click the **Save** button.
### Named Credential
*14 STEPS*
1\. Click on the **gear** in the top right-hand corner
2\. Click **Setup**
3\. Click into the **Quick Find** box on the left-hand side of the setup page.
4\. Type in **Named Credentials** and click on it once it populates.
5\. Next to 'New' on the right-hand side, click the **down arrow button**.
6\. Click **New Legacy**
7\. For the Label, put "**Producer Sync**"
8\. For the Name, put "**Producer\_Sync**"
9\. For the URL, put "[https://api.agentsync.io/contracting](https://api.agentsync.io/contracting)"
10\. For the Identity Type, select "**Named Principal**"
11\. Select **Named Principal**
12\. For the Authentication Protocol, select "**OAuth 2.0**"
13\. For the Authentication provider, select the auth provider created earlier.
14\. Click the **Save** button.
### Here's an interactive tutorial
*\*\* Best experienced in Full Screen (click the icon in the top right corner before you begin) \*\**
[https://www.iorad.com/player/2231691/Named-Credentials---Producer-Data-Sync---Contracting](https://www.iorad.com/player/2231691/Named-Credentials---Producer-Data-Sync---Contracting)
1. Go to **Setup**
2. In the quick find on the left-hand side, type in **Named Credentials** and select once it populates.
3. Click the dropdown arrow next to the “New” button. Select “New Legacy.”
4. After clicking “**New Legacy**,” fill in the following details:
1. For the Label, put “**Producer Sync**”
2. For the Name, put “**Producer\_Sync**”
3. For the URL, put “**https://api.agentsync.io/contracting**”
4. For the Identity Type, select “**Named Principal**”
5. For the Authentication Protocol, select “**OAuth 2.0**”
6. For the Authentication provider, **select the auth provider created earlier.**
7. Click the **Save** button.
### Troubleshooting
After you click the Save button, the Named Credential should show an Authentication Status of “Authenticated.” If it says “Pending” or any other status, then the authentication was not successful. Please double-check that all of the above information was entered correctly, and contact [contractingsupport@agentsync.io](mailto:contractingsupport@agentsync.io) for help if needed.
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