CLOUDEX for Admins only

Admin settings

Admin settings

Office365: How to get TenantId, ClientId and ClientSecret?

If you use Microsoft office 365 for email sending. Your company Microsoft admin need to get following settings from Azure AD Application 

These three values are required for integrating CLOUDEX TMS with Microsoft Graph using OAuth2.


1️⃣ Sign in to Azure Portal

Open: https://portal.azure.comSign in with a Microsoft 365 Global Admin or Application Administrator account.


2️⃣ Open “Microsoft Entra ID” (Azure AD)

Left menu → Microsoft Entra ID
(or search “Entra ID” in the top search bar)

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3️⃣ Create a new App Registration

  1. Left menu: App registrations

  2. Click New registration

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URL type must be "Web" NOT "Single page application"
Looks like beter to register as Single tenant. If you register as multi tenant then can be so than you need to enter CLOUDEX MpnId 7086574 

Fill the form:
Field Value
Name CLOUDEX TMS Email Integration (or any name)
Supported account types ✔️ Accounts in any organizational directory (multitenant)
Redirect URI

Select Web → Enter your redirect: 
https://my.cloudex.app/YourCompanyCode/Services/Office365Callback.aspx

 

1) Replace YourCompanyCode with your web app CompanyCode 

2) Redirect URL is case-sensitive

Click Register.


4️⃣ Get the Tenant ID and Client ID

After creation, you will be redirected to the app’s Overview page.
Here you will see:
✔ Directory (Tenant) ID
✔ Application (Client) ID

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Copy them and save.

You already have 2/3 values.


5️⃣ Create Client Secret

Side menu → Certificates & secrets

  1. Click New client secret

  2. Enter a name: CLOUDEX Secret

  3. Choose expiration:

    • 6 months (not recommended)

    • 12 months

    • 24 months (recommended)

    • Or “Custom”

  4. Click Add

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IMPORTANT ⚠️

Copy the Client Secret VALUE immediately.
You will never be able to see it again later.

Store it securely (Azure Key Vault, password manager, etc).

Now you have:


6️⃣ Add Required API Permissions

Side menu → API permissions

Click:

Search + select:

✔ Mail.ReadWrite ✔ Mail.Send
✔ Mail.SendShared
✔ offline_access ✔ User.Read
!!! If email sending does not work, then add also following permissions
✔ email
✔ openid ✔ profile

Then click Add permissions.
Then click Grant admin consent.

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Can be in new interface need to choose Microsoft Graph API

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7️⃣ Final Check: Authentication Settings

Side menu → Authentication

Ensure:

✔ Your redirect URI is correct
✔ “Allow public client flows” is OFF
✔ “Access tokens” and “ID tokens” are ON

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🎉 DONE — Values ready to use

You now have everything:

Parameter Where to find it
TenantId App → Overview → Directory (tenant) ID
ClientId App → Overview → Application (client) ID
ClientSecret App → Certificates & Secrets → Value

Problem solution

In case you have any problems sending out emails from CLOUDEX TMS or Ozols you can run "Diagnose and solve problems" tool

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Admin settings

How to change APPLICATION Callback URL in Azure Portal?

1️⃣ Open Azure Portal

Go to: https://portal.azure.com

Sign in using a Global Administrator or Application Administrator account.


2️⃣ Open Microsoft Entra ID

1) In the left menu, click: Microsoft Entra ID or Search for App registrations
2) Open All Applications
3) Open CLOUDEX TMS application

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Choose Redirect URLs

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Press edit button and set correct URL

!!!! In YourCompanyCode you should place your company code https://my.cloudex.app/YourCompanyCode/Services/Office365Callback.aspx

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Redirect URL should be under Web NOT under SIngle-application

Shipment integrations

Shipment integrations

How to send shipment data to Cloudex TMS via API?

Use the Cloudex TMS API when shipments created in another system need to be automatically imported into Cloudex TMS.

This is typically the first step of a shipment integration between an external TMS, ERP, customer system, or another application and Cloudex TMS.

Before you start

You need:

See: How to create API key

Full Cloudex TMS API documentation: https://my.cloudex.lv/cloudex-api/swagger/index.html

Which endpoint should be used?

To create/import a shipment in Cloudex TMS, use the: shipment-manifest endpoint.

The external system sends the shipment information to Cloudex TMS using this endpoint.

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Integration flow

A typical shipment integration works as follows: External system → Shipment manifest → Cloudex TMS

Shipment integrations

How to send shipment milestones to Cloudex TMS via API?

Use the Cloudex TMS API milestones endpoint when an external system needs to update Cloudex TMS about the progress of an existing shipment.

Examples include shipment milestone/status updates such as:

Before you start

The shipment must already exist in Cloudex TMS and the external system must be able to identify which Cloudex TMS shipment the milestone belongs to.

You also need:

Full Cloudex TMS API documentation: https://my.cloudex.lv/cloudex-api/swagger/index.html

Which endpoint should be used?

To send shipment milestone/status updates to Cloudex TMS, use the: milestones endpoint.

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Integration flow

A typical integration works as follows: External system → Shipment milestone/status → Cloudex TMS

For example, when the shipment is marked as delivered in the connected external system, the corresponding milestone can be sent to Cloudex TMS.

This allows Cloudex TMS to keep the shipment status synchronized with the connected system without requiring users to update the shipment manually.

Shipment integrations

How to send shipment documents to Cloudex TMS via API?

Use the Cloudex TMS API documents endpoint when documents from an external system need to be attached to a shipment in Cloudex TMS.

Typical examples are:

Before you start

The shipment must already exist in Cloudex TMS and the external system must be able to identify which shipment the document belongs to.

You also need:

Full Cloudex TMS API documentation: https://my.cloudex.lv/cloudex-api/swagger/index.html

Which endpoint should be used?

To send shipment documents to Cloudex TMS, use the: documents endpoint.

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Integration flow

A typical document integration works as follows: External system → Shipment document → Cloudex TMS shipment

For example, once a signed POD or CMR becomes available in the connected system, it can be sent automatically to Cloudex TMS and linked to the corresponding shipment.

This reduces the need to manually download documents from one system and upload them again into Cloudex TMS.