Digits – Configuration Guide
Digits is an AI-powered accounting platform that provides real-time financial insights, automated bookkeeping, and intelligent reporting for modern businesses.
How to create an OAuth app in Digits
Before you get started, make sure you have a Digits developer account.
1. Create your OAuth app
Log in to your Digits account and navigate to the Developer section in the left sidebar.
Click Create App to start the app creation process.
2. Identity settings
Configure your app's identity information:
- App Name: Enter a meaningful name that your users will see during authorization (e.g., "Your Company - Accounting Integration")
- Tagline: A brief description of your app's purpose
- Icon: Upload an app icon - this appears on the Developer Dashboard and the install/auth screen
Your icon is the first thing users see, so choose something that builds trust and represents your brand.
3. Summary details
Fill in your app's summary information:
- Description: Explain what your app does and how it integrates with Digits
- Homepage URL: Your company website or SaaS product URL (must begin with
https://) - Support Email: Where users can reach you for help
- Developer Contact Email: For Digits to contact you about your app
4. Redirect URL configuration
In the Configuration section, set up your redirect URLs.
Add the following redirect URL:
https://unify.apideck.com/vault/callback
Important notes:
- Redirect URLs must be complete URLs
- Production redirect URLs must use
https://(http://is accepted only forlocalhost) - No wildcards or fragments are allowed
- IP addresses are not permitted (except
localhostfor local development) - The redirect URI must exactly match your registered URI for OAuth to work
5. Configure scopes
Settle your scopes before you copy your credentials in step 6. Digits sets scopes as part of the Create App flow, and changing them afterwards may require your users to re-authorize and may require regenerating your credentials - which would invalidate a Client Secret you had already saved in Apideck.
Digits offers three permission scopes:
| Scope | Description |
|---|---|
source:sync | Write ledger data to Digits |
ledger:read | Read ledger data from Digits |
documents:write | Upload and manage documents |
The Apideck Digits connector requests only ledger:read, so selecting that single scope covers every call Apideck makes on your behalf. Add source:sync or documents:write only if your own application calls Digits directly for those purposes.
Best practice: Apply the principle of least privilege - request only the scopes your app actually needs.
6. Get your credentials
Navigate to the Keys tab to find your client credentials. A toggle at the top of the page switches between the Development and Production key sets, and each set has its own Client ID and Client Secret.
Which set you use depends on whose ledger you need to reach. Digits governs that with four app modes rather than a simple test/live switch - the Keys toggle only decides which credentials you send, the mode decides where the app can be installed:
| You want to connect | Mode | Keys | Digits approval |
|---|---|---|---|
| Your own Developer Sandbox, for testing | Development | Development | None - every app has Development keys from the moment it is created |
| Your own Digits entities, or the clients of your own firm | Internal | Production | None, as long as the installer has access to both the app and the target entity |
| Any other Digits customer's ledger | Approval | Production | Yes - Digits approves the app first (see Getting approved to connect other organisations) |
| A listing in the Digits Connect integrations directory | Publishing / Partner | Production | Yes - approval first, then a partner-publishing request |
Development and Internal need no request from you; Approval and Publishing / Partner are granted only through the two email requests described below.
Copy the Client ID and Client Secret from the key set you need - you'll paste them into Apideck in step 7. Always take both values from the same set; a Development Client ID paired with a Production secret will not authenticate.
7. Vault Connection Setup
Now that you have your Digits app credentials, configure them in Apideck:
- Go to Apideck Configuration > Accounting > Digits
- Under Use your own client credentials, enter:
- Client ID: Your Digits Client ID from the Keys tab
- Client Secret: Your Digits Client Secret
- Review that the requested scopes match what you've configured
- Click Save settings
You can test the connection by clicking Test Vault, which will verify the credentials are working.
Your users can now securely authorize connections to their Digits accounts.
8. Token handling
Nothing to build here - this is context for why a connection behaves the way it does.
When a user authorizes, Digits issues an access token valid for one hour together with a refresh token. Digits rotates the refresh token on every refresh, so each refresh returns a new refresh token, and refresh tokens do not expire on a timer. Apideck stores and rotates them for you.
The one event that ends a connection is an uninstall: Digits revokes the refresh token when a user uninstalls your app, and that user has to authorize again to restore the connection.
Getting approved to connect other organisations
Development and Internal use need no approval, so you can build against your Developer Sandbox and go live with your own entities and firm clients straight away. To let any other Digits customer install your app:
-
Use your Production keys in Apideck (step 7).
-
Complete the publishing metadata on your app:
- App Install URL - an
https://link where users start your install/connect flow - Privacy Policy - public URL to your policy
- Terms of Service - public URL to your terms
- App Install URL - an
-
Email
developer@digits.comwith the subjectApp Approval Request: <Your App Name>. Include:- What your app does
- Who it is for
- Evidence that you handle data securely - for example a recent penetration test or a SOC 2 report
Ask for an expected timeline in the same email.
Once your app is approved, you can optionally request a listing in the Digits Connect integrations directory by emailing connect@digits.com with the subject Partner Publishing Request: <Your App Name>.
FAQ and troubleshooting
Invalid redirect URI error
Symptom: OAuth flow fails with redirect URI mismatch error
Fix: Ensure the redirect URI in your Digits app configuration exactly matches https://unify.apideck.com/vault/callback (no trailing slash, correct protocol).
Token exchange fails
Symptom: Authorization succeeds but token exchange returns an error
Fix:
- Verify your Client Secret is correct (regenerate if needed)
- Confirm both values in Apideck come from the same key set in the Keys tab - a Development Client ID with a Production secret (or the reverse) will fail
- If you changed your app's scopes after saving the credentials in Apideck, re-copy the Client ID and Secret from the Keys tab (see step 6)
The app cannot be installed into the target organisation
Symptom: A user starts the authorization flow but Digits reports that your app is not available for their organisation
Fix: Match the keys to the reach you need (see step 6). Development keys reach only your own Developer Sandbox. Production keys reach your own Digits entities and your firm's clients without approval. Installing into any other organisation requires Digits to approve the app first - see Getting approved to connect other organisations.
Scopes not granted
Symptom: API calls return permission errors after successful authorization
Fix: Confirm ledger:read is enabled on your Digits app and that the scopes requested in Apideck match the scopes configured there. Update the Apideck connector settings if needed.
A working connection stops returning data
Symptom: A connection that authorized successfully starts failing
Fix: Check whether the user has uninstalled your app in Digits - an uninstall revokes the refresh token, and the user has to authorize again. If the app is still installed, contact Apideck Support.