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Authorization

Follow this guide to create a new PandaDoc credential that will allow Nexla to authenticate to and exchange data with your PandaDoc account.
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PandaDoc API

Prerequisites​

Before creating a PandaDoc credential, you need to obtain your API key from your PandaDoc account. PandaDoc uses API key authentication for all API requests, with the API key sent in the Authorization header with the API-Key prefix.

To obtain your PandaDoc API key, follow these steps:

  1. Sign in to your PandaDoc account, or create a new account at PandaDoc.

  2. Navigate to your account dashboard or profile settings in the PandaDoc interface.

  3. Click on your profile icon or account name, and navigate to Settings > Developer Dashboard or API section.

  4. If you don't have an API key yet, look for the option to generate a new API key. You can generate either a Sandbox key (for testing) or a Production key (for live use).

  5. Click Generate API Key or Create API Key to create a new API key.

  6. Configure your API key settings:

    • Select whether you want a Sandbox or Production key
    • Enter a name for the API key (e.g., "Nexla Integration")
    • Review and select the permissions or scopes for the key (if applicable)

  7. Click Generate or Create to create the API key.

  8. Copy the API key immediately after it's generated, as it may not be accessible again after you navigate away from the page. The API key will be displayed only once.

  9. Store the API key securely, as you will need it to configure your Nexla credential. The API key is sensitive information and should be kept confidential.

The API key is sent in the Authorization header with the API-Key prefix (e.g., Authorization: API-Key {api_key}) for all API requests to the PandaDoc API. The API key authenticates your requests and grants access to PandaDoc resources based on your account plan and the key's permissions. If your API key is compromised, you should immediately revoke it in your PandaDoc Developer Dashboard and generate a new one. For detailed information about obtaining API keys, API authentication, and available endpoints, refer to the PandaDoc API documentation.

Create a PandaDoc Credential​

  • To create a new PandaDoc credential, after selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – PandaDoc

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Credential Name & Description​

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

    Resource descriptions are recommended but are not required. They should be used provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.

API Key Authentication​

PandaDoc uses API key authentication for all API requests. The API key is sent in the Authorization header with the API-Key prefix to authenticate API requests to the PandaDoc API.

  1. Enter your PandaDoc API key in the API Key Value field. This is the API key you obtained from your PandaDoc Developer Dashboard (Settings > Developer Dashboard). The API key is sent in the Authorization: API-Key {api_key} header for all API requests to the PandaDoc API. The API key is sensitive information and must be kept confidential.

    Your PandaDoc API key can be found in your PandaDoc Developer Dashboard (Settings > Developer Dashboard). You can generate either a Sandbox key (for testing) or a Production key (for live use). The API key is sent in the Authorization: API-Key {api_key} header for all API requests to the PandaDoc API.

    If your API key is compromised, you should immediately revoke it in your PandaDoc Developer Dashboard and generate a new one. The API key provides access to your PandaDoc account and should be treated as sensitive information. Keep your API key secure and do not share it publicly.

    For detailed information about obtaining API keys, API authentication, and available endpoints, see the PandaDoc API documentation.

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save button at the bottom of the overlay to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.