Connecting Pennylane

Prerequisites

• An active Pennylane account (app.pennylane.com)
• At least one company set up in Pennylane
• An account user with permission to grant third-party access to the company

Steps

1. Click Authorize to start the OAuth flow.
2. Log in to your Pennylane account (if you aren't already).
3. Pick the Pennylane company you want to connect, then review and approve the requested scopes.
4. You'll be redirected back and the connection will show as Connected.

Notes

• Pennylane access tokens are valid for 24 hours and are refreshed automatically.
• Refresh tokens are rotated on every refresh and expire after 90 days of inactivity. If a connection sits unused for that long, the consumer will need to re-authorize.
• Each connection is scoped to a single Pennylane company. To sync more than one company, create a separate Vault connection per company.

Troubleshooting

Issue	Solution
"Not Connected" after authorization	Refresh the page and try again. If the redirect URI in the dashboard doesn't match the one registered with Pennylane, the OAuth flow will fail silently.
403 errors when reading or writing a resource	The connection was authorized without the matching scope. Re-authorize and tick the required scope.
Missing data	Confirm the data exists in the Pennylane company that was selected during authorization — connections are per company, not per workspace.