# Configure App Settings

## What it is

The **Settings** tab in an app's management view is where you configure the connection between IDC and your external system. It contains three sections — **Credentials**, **Endpoints**, and **Settings** — that together control how IDC authenticates with and connects to your integration. These are app-wide settings that apply to all flows in the app.

## When you'd use it

Use this when you need to:

* Set up an app for the first time — you must complete this before any flows will run.
* Update credentials after they expire or after re-authorizing with your external system.
* Switch an app between your live environment and a test/sandbox environment.
* Change an app-level option that affects how all flows behave (such as which NetSuite subsidiary to sync to).

## Before you start

* You need integration admin access.
* The app must already be installed. See [Apps & Marketplace](/idc/idc-core/apps.md).
* Have your external system's account details on hand — API keys, store URL, OAuth credentials, or whatever your integration requires. Check your external system's admin or developer settings if you don't have these.

{% hint style="warning" %}
Complete the Credentials and Endpoints sections before activating any flows. Flows will fail immediately if the connection details are missing or wrong.
{% endhint %}

## Step by step

1. Click **Apps** in the left menu.
2. Find the app you want to configure and click its **gear icon**. The app's management view opens.
3. Click the **Settings** tab in the bar at the top of the management view.

   ![The app Settings tab showing the Credentials, Endpoints, and Settings sections](/files/pmMiVjb6Dvhw1t9TEkm8)

### Credentials

4. In the **Credentials** section, fill in the authentication details IDC needs to connect to your external system. The exact fields depend on the integration:

   * **API Key / API Password** — a key generated in your external system's admin or developer settings. Paste it exactly as provided.
   * **Access Token / Refresh Token** — used by OAuth-based integrations. If you see an **Authorize** button instead of a field, click it to complete the OAuth flow in your external system. IDC will store the token automatically.
   * **Consumer Key / Consumer Secret** — required by some integrations alongside an access token for full OAuth authentication.
   * **Store URL / Domain** — the base address of your external system account (for example, `yourdomain.myshopify.com`). Do not include `https://` unless the field label specifically asks for it.

   ![The Credentials section showing authentication fields for a representative integration](/files/TqHqQo1Edkj3e7bqKm1K)
5. Credentials will save automatically after entry. IDC will test the connection if a **Test Connection** button is visible — click it and confirm the test returns a success response.

### Endpoints

6. In the **Endpoints** section, set the URL IDC will use when calling your external system:

   * **Production URL** — the live base address for your external system. Set this before activating any flows. This is typically your store or account domain.
   * **Sandbox / Test URL** — an alternative URL for a test or staging environment. Fill this in if you have a sandbox account and want to test syncs without affecting live data.
   * **Test Mode** — when enabled, IDC sends all requests to the Sandbox URL instead of Production. Toggle this on while testing and off when you're ready to go live.

   ![The Endpoints section showing Production URL, Sandbox URL, and Test Mode toggle](/files/CtlIGdNJpsVEgM9vrAa6)

{% hint style="info" %}
Always verify the Production URL is set correctly before turning off Test Mode and running live syncs. A wrong URL will cause all flows to fail.
{% endhint %}

### Settings

7. The **Settings** section shows app-level configuration options specific to this integration. These vary by app — not all options appear for every integration. Each option has a label and a description tooltip; read both before making a change.

   Some common settings you may see, depending on your integration:

   * **NetSuite Subsidiary** — if your NetSuite account has multiple subsidiaries, select or enter the subsidiary this app should sync to. Set this before the first sync.
   * **ID Prefix** — a short text prefix added to the external system's record IDs when they are stored in NetSuite. **Set this before the first sync and do not change it afterwards** — changing it after records have synced will cause IDC to treat existing records as new and create duplicates.
   * **SKU Match Field** — the NetSuite item field used to match products from your external system. Only change this if your products use a custom field as their primary identifier.

   These settings save automatically when you make a change — there is no separate Save button for this section.

   ![The Settings section showing app-level configuration options](/files/43PuS8hPDlQBJwstWnWO)

### App Update

8. The bottom of the Settings tab shows the **Installed Version** and **Latest Version** of the app. You can enable **Auto Update** to keep the app up to date automatically. Use the **Update Criteria** dropdown to control whether IDC applies major, minor, or patch updates automatically.

## What success looks like

* The connection test passes (if a Test Connection button is available).
* When you run the first sync, log entries show **Success** rather than authentication or connection errors.

## Common issues

* **Test Connection returns an error immediately after saving credentials.** Check that the API key or token was pasted without extra spaces, and that the Production URL matches your account exactly. Re-generate the credential in your external system if needed.
* **Flows are failing with "Unauthorized" or "Invalid token" errors.** Your credentials have likely expired. Return to the Settings tab and re-enter or re-authorize them, then reprocess the failed records from [Logs](/idc/idc-core/logs.md).
* **Records are appearing as duplicates after changing the ID Prefix.** IDC no longer matches the new prefix to the old records. Contact In8Sync support — this requires a data correction to re-link the records.
* **I can't find the API key for my external system.** Check the developer, integration, or admin settings section of your external system. In8Sync's integration-specific guides (for Shopify, Lightspeed, etc.) include step-by-step instructions for generating credentials.

## Related

* [Apps & Marketplace](/idc/idc-core/apps.md) — install an app and open its management view.
* [Understanding Flows](/idc/idc-core/apps/understanding-flows.md) — how flows use these settings to connect and sync.
* [Configure Triggers](/idc/idc-core/apps/triggers.md) — set up when flows run after credentials are in place.
* [Logs](/idc/idc-core/logs.md) — diagnose connection errors after the first sync attempt.


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