Set up and authenticate

Follow these steps to set up and authenticate the Data Query single sign-on (SSO) Add-in:

Go to the ONESOURCE Data Query
tab.

Select

Settings
Login

tab.

Remove the https://sample.com/
and replace with the organization's custom SSO URL.

Go to the Income Tax
tab.

Account
: Leave blank (unless you're working within a firm using a client manager account).

Scope
: This defaults to Domestic
. Change to International
to access International OData APIs.

Select OK
.

Select Authenticate
.

note

The option to authenticate becomes available after saving the SSO URL.

Complete the single sign-on prompt, then select OK
.

This article applies to: