Configuring UiPath Integration

Table of Contents

Overview

This article explains how to configure the KanBo and UiPath integration, including certificate setup, KanBo configuration, and adding the KanBo activity package to UiPath processes. After completing the configuration, you can use UiPath workflows to automate actions in KanBo, such as managing spaces, cards, users, and other KanBo elements.

For more information about available actions and usage examples, see the UiPath integration usage article.

KanBo-side configuration

  1. Create a pair of certificates. Go to the article explaining the creation process.
  2. After creating the PFX and CER certificates, add these lines to the appsettings.json file in your KanBo app:
{
    "type": "auth.app",
    "issuer": "ui-path-actions-cert",
    "children": [
     {
      "type": "signature",
      "algo": "rs256",
      "children": [
       [
        "cert",
        {
         "type": "x509-file",
         "storename": "My",
         "file": "C:\\Certs\\KanBo\\UiPath.cer"
        }
       ]
      ]
     },
     [
      "mapper",
      {
       "type": "service",
       "name": "UiPath service",
       "roles": "service"
      }
     ],
     [
      "mapper",
      {
       "type": "user",
       "roles": "*"
      }
     ]
    ]
   },

Remember to include the actual path to your .cer certificate in the <cert> line.

Creating and configuring a new UiPath Process

  1. Create a new process in UiPath.
  1. Name your process, choose your location, and select the “Windows – Legacy” compatibility option.
  2. Select Create.
  1. Add the KanBo package to your project. Contact us at support@kanboapp.com to receive the package.
  2. To add the package, select Manage Packages.
  1. Go to Settings, check the “Local” box, give the package a name, and select the folder where you are storing the .nupkg package.
  2. Select Add
  1. Select the new “KanBo” option, which should appear on the left panel.
  2. Select  KanBo.UiPath.Activities and select Install.
  1. Select Save. This will add KanBo components to your process.

You can now use UiPath with KanBo actions. Learn more about them here.

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