Credentials

Credentials are a secure way to store login information for the apps you use in MESA workflows. When using an integrated app, your login information is saved as a credential, allowing you to seamlessly automate with the information associated with your account. Credentials are secure connections. We do not and will not share your data.

Using Credentials

Aside from the noted exceptions below, you always have the ability to create or select a credential from a workflow step.

If you click open a step in your workflow, you should see a submenu available that says Authenticate or Authenticated. If your step says Authenticated, it means you've already added and selected a credential. If it says Authenticate, it means you still need to create and add your credential.

Regardless, you can click open the submenu associated with Authentication and make updates as needed.

To create a credential, click the "Connect with" button that's provided to follow the setup instructions related to the service you're connecting with.

Once you've completed the setup instructions, your credential will be saved and the Authenticate submenu will change to Authenticated, confirming that a credential has been added.

You can also select a specific credential from the Select dropdown menu if multiple credentials have been added.

The next best step after adding a credential is ensuring that it works. To validate if a credential has been established properly, use our Testing functionality to confirm that the step works as intended.

If you're ever unsure about the credentials you've added across your workflows, you can edit and delete them from your Credentials menu via your MESA account. To get there, click My account from your profile in the upper-right corner of the app, and then select the Credentials tab under the Account Details.

Steps That Don't Need Credentials

As mentioned, there are some steps that don't require you to setup a credential to use. Those steps are the following:

• ShopPad Apps

• Shopify (if it's the same store you installed MESA on)

• Built-in Tools

Different Types of Credentials

Not all credentials are created equal. Here are the different types of credentials you may encounter when setting up:

• API Key / Text

  • A secure string of characters used to authenticate with a service.

• Key-Secret

  • A pair of secure values, typically a key and a secret, used together to authenticate with a service.

• Domain, Username & Password

  • A set of login details used to securely access and connect your workflows with a specific domain or service.

• OAuth

  • OAuth 1.0

    • A secure method that uses tokens and signatures to authenticate with a service.

  • OAuth 2.0

    • A secure authorization method that uses tokens to grant specific access to your workflows.

Tool and App-specific Credentials

Some credentials in MESA go beyond the setup mentioned above. Here's the current list of these alternative setups:

• FTP

  • Credential setup involves securely entering your FTP server’s address, username, and password to connect and transfer files between your server and MESA workflows.

• Shopify Custom App

  • A unique application built specifically for your Shopify store, allowing you to add tailored features or integrations that meet your business needs without requiring the app to be listed on the Shopify App Store.