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Phin Security

  1. In order for Cork to get accurate data from Phin's API you must enable PDF and CSV reports on each client you wish to get information on.
    1. https://www.phinsec.io/knowledge/csv-reporting-with-examples#:~:text=Turning%20on%20CSV%20Delivery
  2. Follow the steps on Phin's knowledge to generate a Client ID and Client Secret
    1. https://www.phinsec.io/knowledge/phin-api-quick-start-guide
    2. You will also need to obtain your Partner ID from the Phin portal
  3. Once you have your Partner ID, Client ID and Client Secret, navigate to Cork and select "Configure" next to Phin and paste the credentials in the pane that appears.
    1. https://portal.corkinc.com/integrations#integration-section-sat
  4. Press "Connect and continue"