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Guides REST API Reference Release Notes Latest Releases

Home Guides REST API Reference Release Notes

Guides REST API Reference Release Notes Latest Releases

Guides

User Account Provisioning via Azure ADFS and SSO

Getting Started

Welcome

Support Guides

Support FAQ

OAuth

OAuth Introduction
Authorization Code Grant
Refresh Token Grant
Client Credentials Grant
Device Authorization Grant
Onboarding for Partners
Security Best Practices
Scopes

GraphQL

Getting Started with GraphQL
Authorisation and HTTP Requests
Querying, Filtering, and Sorting
Results Nodes, Edges, Connections, Fields
Using External IDs
Query Limits
Pagination
Variables

REST API

REST API Introduction
API Reference
API Examples
Working with external Ids
Data Extraction at Scale
Uploading Files
API Request Modifiers
Response Codes
Rate Limits

User Guides

Single-Sign-On (SSO)
- User Account Provisioning via SSO Authentication
- User Account Provisioning via Azure ADFS and SSO
App-Engine
- App-Engine Icons
Automated Backups
Desktop App Debug Mode
Dynamic Placeholders for Note Templates
Event Syncing
Email Tagging Syntax
Lineage Customization
Mail Classifier using Microsoft Graph API
PDF Annotation for Web
Remote Working with Bipsync - Key Features
Receiving SQS Notifications from Rules
User Roles and Permissions
Web App Keyboard Shortcuts

Native Applications

Bipsync for Office 365 Add-Ins
- Granting Admin Consent for an Add-in in Microsoft Entra ID
- IT Managed Deployments
Bipsync Notes iOS App
Bipsync Notes iOS for EMM
Bipsync Windows Add-Ins
- Windows Add-In Suite Configuration
Bipsync Notes Desktop App
- Desktop app configuration

Integration Guides

Addepar Integration
Bloomberg Integration
Canoe Integration
Gmail Workspaces Add-on
Microsoft Teams Integration
Preqin Integration
Private i Platform Integration
Slack Integration
Solovis Integration

Reporting & Analytics Platform

Platform Overview
Report Builder
Data Connector

Notes iOS App User Guides

Syncing Data
Importing files
Adding and editing a sketch
Deep linking
Set up links from dashboards to other apps

Developer Guides

Domain Objects
Fields
Webhook Integration

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User Account Provisioning via Azure ADFS and SSO

Mapping ADFS attributes, groups and roles to a Bipsync user account.