Overview
Torii integrates with BlackLine and syncs:
- Users, including name, email, username, active or inactive status, and creation date.
- Each user's teams, shown in the "BlackLine Teams" field.
- A single license, "BlackLine".
- Supports multiple accounts.
- Integration Capabilities
Requirements
Accounts & Permissions
- An existing BlackLine customer account. BlackLine API access is only available to existing BlackLine customers.
- A dedicated BlackLine user for Torii with a system administrator or business administrator role. Reading team members requires one of these roles. A local administrator only sees users in its own entities.
- Using an existing administrator also works, but it grants Torii more access than it needs.
- A BlackLine System Administrator to generate the API client credentials. Only System Administrators can open API Client Settings.
Required keys
- Region: your BlackLine environment (US, EU or AP, production or sandbox).
- Client ID
- Client Secret
- Username: the BlackLine username of the dedicated user.
- API Key: the API key of that user.
- Instance ID: the ID of your BlackLine instance, for example
f668335b-abcd-1234-b45a-c288e0d4ee7c.
How to Generate the Required Values
Step 1: Create the dedicated user
- In BlackLine, create a user for Torii.
- Assign the user a system administrator or business administrator role.
Step 2: Generate the Client ID and Client Secret
- Sign in to BlackLine Financial Close as a System Administrator.
- Go to the Settings tab and open API Client Settings (Self-Service API Credentials).
- Generate the API client and copy the Client ID and Client Secret.
Step 3: Generate the API Key
- Open the details page of the dedicated user in BlackLine.
- Generate the user's API key and copy it.
Step 4: Find your instance ID
- Ask your BlackLine System Administrator for your BlackLine instance ID.
- Enter only the ID, without the
instance_prefix.
Step 5: Find your Region
Select the region that matches your BlackLine environment:
| Your BlackLine environment | Region option in Torii |
|---|---|
| US production | US (Production) |
| EU production | EU (Production) |
| AP production | AP (Production) |
| US sandbox | US (Sandbox) |
| EU sandbox | EU (Sandbox) |
| AP sandbox | AP (Sandbox) |
How to Connect the Integration
- Go to the Integrations page in Torii.
- Search for BlackLine and click Connect.
- Select the Region and enter the Client ID, Client Secret, Username, API Key and Instance ID.
- Click Connect.
Actions
You can use these BlackLine actions in Torii workflows:
- Create BlackLine user
- Update BlackLine user
- Deprovision BlackLine user
- Remove BlackLine user from teams
To run actions, the BlackLine user connected to Torii must have the System Administrator role. BlackLine deprovisions users in the background, so the change may not show in BlackLine right away.
For any further questions, please contact Torii Support.