Workato: Best Practices for TrackVia Connections

Use Dedicated API Users for each Integration

TrackVia recommends creating a dedicated TrackVia user account for each integration.

Example

Instead of using an employee account:

john.smith@company.com

Create a dedicated integration account such as:

google.integration@company.com

Naming Convention Recommendations

First Name

Use the external system name.

Last Name

Use "Integration"

Example

Why Dedicated Integration Users Matter

Dedicated integration users:

• Prevent outages when employees leave
• Improve auditing visibility
• Simplify troubleshooting
• Separate automated updates from human activity

Recommended Permissions

If you are authenticating via an API Key and auth token, you will need to create a new user profile in TrackVia, and check the “Set as API User” checkbox. 

For security reasons, it is best practice to assign the TrackVia API User inused in the integration to a limited user role. Then, edit the role permissions to only allow access to the necessary resources in TrackVia for the integration’s use case.