BlackLine

Configuring the Veza integration for BlackLine

Overview

The Veza integration for BlackLine enables gathering User, Group and Role assignments from the BlackLine financial automation platform.

Configuring BlackLine

1. Create a BlackLine user for API access

   • The user must have the API Role and be a System Administrator to make the necessary requests

2. Generate an API key for the user for the BlackLine API Administration Portal or Financial Close System

3. Request OAuth 2.0 credentials from the BlackLine customer support team:

   • Required API features: Accounts

   • Required scopes: bl_users, bl_mdm

   • Their team should return a PDF with the OAuth app credentials. Use this support-provided installation form to configure the integration on Veza.

For more detail on obtaining credentials and BlackLine API keys, see Getting Started in the official developer documentation.

Configuring BlackLine on the Veza Platform

1. On the Veza Integrations page, add a BlackLine Integration with the following fields:

   • Name - integration name

   • URL - URL for BlackLine instance from installation form e.g. https://us.api.blackline.com

   • Username - Username of BlackLine user for the integration

   • API Key - API key generated for the user

   • Client ID - The Client ID from the support-provided installation form

   • Client Secret - The Client Secret from the installation form

   • Instance ID - UUID-type string from the Installation form Scope following the instance_. Do not include the scope strings such as bl.users bl.mdm.

Notes and Supported Entities

BlackLine Users

Attribute	Notes
id	User login
name	User full name as configured in BlackLine
is_active	Boolean True if user is active
email	User's configured email
job_title	User's Job Title if set in BlackLine

BlackLine Group

Attribute	Notes
id	BlackLine Group ID
name	Group name
level_name	Name of Group Level
unique_code	BlackLine unique code for Group (short name)
parent_id	ID of Parent Group if child

BlackLine Product (as Resource)

Attribute	Notes
name	Product Name

BlackLine Role

Attribute	Notes
name	Role Name

Roles are assigned to Users or Groups to either BlackLine Application or specific BlackLine Product (resource) as configured in BlackLine.