# Connecting SailPoint and UiPath SaaS

To connect SailPoint with UiPath, perform the following tasks:

## Adding the Source in SailPoint

To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs.

1. Sign in to SailPoint.
2. Go to **Admin \> Connections \> Sources**.
3. Select **Create New**.
4. Search for the connector by entering the name in the search box, and then select **Actions**.
5. In the **Actions** dropdown list, select the setup method:

   - [**Express Setup**](<#configuring-a-source-using-express-setup>) - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started.

     > **Note**
     >
     > Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>). For more information, contact your SailPoint Customer Service Manager.
   - [**Standard Setup**](<#configuring-a-source-using-standard-setup>) - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup.

### Configuring a Source Using Express Setup

Express Setup minimizes the initial configuration process so you can quickly connect the application and immediately begin aggregating user account and entitlement data.

1. Review the directions and select **Start Express Setup**.
2. Review the pre-populated **Source Name**, **Source Owner**, and **Description**. To update, select **Edit**.

   > **Note**
   >
   > The source name must be unique. You can change these settings later in the source configuration.
3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider.

   > **Note**
   >
   > To add a Credential Provider in SailPoint, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the **Connection Settings** section.
5. Select **Finish**.

   After a successful test connection, the system creates your source and prompts you to run an aggregation.

   - If you want to aggregate now, select **Aggregate**.

     - To see the latest account aggregation history, go to **Account Management \> Account Aggregation**.
     - To see the list of aggregated source accounts, go to **Account Management \> Accounts**.
   - If you want to aggregate later, select **Exit**. This returns you to the **Sources** page. Your new source is listed, but contains no accounts or aggregation history yet.

### Configuring a Source Using Standard Setup

Use Standard Setup to configure the connector for full feature support.

1. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters.
2. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters.
3. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](<https://documentation.sailpoint.com/saas/help/sources/index.html#assigning-a-source-owner>).
4. (Optional) Select a governance group to grant its members [source](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#source-sub-admin-user-level>) or [role](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#role-sub-admin-user-level>) sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html>).
5. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
6. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Continue to configure your connected source there.

## Base Configuration

Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary.

1. Enter a unique name and description for the source.
2. In the **Source Owner** dropdown list, select the identity that owns this source.

   - To find a source owner, begin entering their name.
3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider.

   > **Note**
   >
   > To add a credential provider, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
4. Configure the authentication to allow SailPoint to connect to the source. Refer to [Connection Settings](<#connection-settings>) for more information.
5. (Optional) In the **Governance Group for Source Management** dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to [Associating Governance Groups with a Source](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html#associating-a-governance-group-with-a-source>).
6. (Optional) Select **Create Manual Work Items** to allow the connector to create manual work items for certain operations. You can also enable this option so the source supports additional source management features such as creating accounts and access profile management.

   > **Important**
   >
   > Once you enable this feature, you cannot disable it.

   For more information on manual work items in SailPoint, refer to [Work Items](<https://developer.sailpoint.com/docs/api/work-items>). For more information on SailPoint features, refer to [SailPoint Identity Services](<https://documentation.sailpoint.com/saas/help/index.html>).
7. Select **Save**.

## Connection Settings

Configure a secure direct connection to the UiPath.

> [!NOTE]
>
> **Screenshot**
>
> [![Connection Settings](<https://documentation.sailpoint.com/connectors/uipath/saas/help/img/connection_settings_base_url.png>)](<https://documentation.sailpoint.com/connectors/uipath/saas/help/img/connection_settings_base_url.png>)

1. Go to **Connection Settings**.
2. Enter the fully qualified **Base URL** (without service paths) to the UiPath. For example: `https://cloud.uipath.com/<org-name>/identity_`
3. Enter the **Partition Global ID**.

   For more information, refer to [Organization ID (partitionGlobalId)](<https://documentation.sailpoint.com/connectors/uipath/saas/help/index.html#organization-id-partitionglobalid>).
4. Select an authentication type from the drop-down menu:

   - [Personal Access Token (PAT)](<#personal-access-token-pat>)
   - [OAuth 2.0](<#oauth-20>)

### Personal Access Token (PAT)

Configure Personal Access Token authentication:

> [!NOTE]
>
> **Screenshot**
>
> [![Personal Access Token connection settings](<https://documentation.sailpoint.com/connectors/uipath/saas/help/img/connection_settings_pat.png>)](<https://documentation.sailpoint.com/connectors/uipath/saas/help/img/connection_settings_pat.png>)

1. In the **Connection** settings, select **Personal Access Token** from the **Authentication Type** drop-down.
2. Enter the token into the **Personal Access Token** field.

   For more information, refer to [Personal Access Token (PAT)](<https://documentation.sailpoint.com/connectors/uipath/saas/help/index.html#personal-access-token-pat>).
3. Select **Save**.

### OAuth 2.0

Configure OAuth 2.0 authentication:

> [!NOTE]
>
> **Screenshot**
>
> [![OAuth 2.0 connection settings](<https://documentation.sailpoint.com/connectors/uipath/saas/help/img/connection_settings_oauth.png>)](<https://documentation.sailpoint.com/connectors/uipath/saas/help/img/connection_settings_oauth.png>)

1. In the **Connection** settings, select **OAuth 2.0** from the **Authentication Type** drop-down.
2. Confirm that **Client Credentials** is selected under **Grant Type**.
3. Enter the **OAuth 2.0 Token URL** for generating an access token. For example: `https://cloud.uipath.com/identity_/connect/token`.
4. Enter the external application client ID in **Client ID** field for OAuth 2.0 authentication.
5. Enter the external application client secret in **Client Secret** field for OAuth 2.0 authentication.

   For more information, refer to [Client ID and Client Secret](<https://documentation.sailpoint.com/connectors/uipath/saas/help/index.html#client-id-and-client-secret>).
6. (Optional) Enter the **Scopes** as a space-separated list to request in token calls.
7. Select **Save**.

## Aggregation Settings

### Robot Accounts Aggregation

Use Robot Accounts aggregation settings to control how the connector collects Robot accounts.

> [!NOTE]
>
> **Screenshot**
>
> [![Aggregation Settings showing Robot Filter and Page Size fields](<https://documentation.sailpoint.com/connectors/uipath/saas/help/img/aggr_settings.png>)](<https://documentation.sailpoint.com/connectors/uipath/saas/help/img/aggr_settings.png>)

1. Go to **Aggregation Settings**.
2. (Optional) Enter optional query parameters in the **Robot Filter** field for the UiPath Get All Robot Accounts API. Supported parameters include `searchTerm`, `sortBy`, and `sortOrder`.

   For example: `searchTerm=bot&sortBy=name&sortOrder=asc`
3. Enter the number of robot accounts to fetch per API call (maps to UiPath `top`) in the **Page Size** field. You can set a value from 1 to 1,000. The default is 500.
4. Select **Save**.

> [!IMPORTANT]
>
> Do not include `top` or `skip` in the Robot Filter. The connector uses **Page Size** for `top`, and the connector runtime handles offset pagination.

### Groups Aggregation

Group APIs aggregate UiPath groups as entitlements.

> [!NOTE]
>
> - Dedicated group filter settings are not available.
> - The UiPath `Get All Groups` endpoint does not use query filters during group aggregation.

## Review and Test

Perform a test to confirm the connection to SailPoint.

1. Go to **Review and Test**.
2. Confirm that the entries in each field are correct.

   If you note any mistakes, return to the section and make corrections.
3. Select **Test Connection**.

## SailPoint Application Onboarding

SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface.

For more information, refer to [Application Onboarding](<https://documentation.sailpoint.com/saas/help/ai/app_onboarding/index.html>) in the SailPoint SaaS documentation.