Configure ClosePlan Environment - Named Credentials

Go to Setup > Named Credentials here

Click the Down Arrow next to the New button and select New Legacy
For Label enter ClosePlan Metadata Service Copy
For Name enter ClosePlanMetadataService Copy (NOTE: Use this value exactly!)
URL: https://YOURDOMAIN.my.salesforce.com Copy
Be sure to add YOUR DOMAIN name, it can be found here
For Identity Type select Named Principal
For Authentication Protocol select OAuth 2.0
For Authentication Provider select ClosePlan Metadata Auth ProviderCopy
For Scope enter full refresh_token offline_access Copy
Tick the box Start Authentication Flow on Save
Tick the box Generate Authorization Header
Tick the box Allow Merge Fields in HTTP Body
Click Save, you will be redirected to the Salesforce Authorization dialog to Log in.
Continue to Step 11 after you review the notes below

Note

If there is an error, it usually means that changes from previous steps have not yet been propagated.
If this happens, move on to Step 11, we will confirm Named Credentials in the confirmation stage later.
OR:
Wait 10 minutes then go back to Named Credentials (Quick Find box > Named Credentials)Click ‘Edit’ next to ‘Named Credentials’ and then click ‘Save’ until you get to auth. Dialog, log in.

If auth. dialog does not appear within 60 minutes, it is possible that the callback url may be invalid/improperly entered. Return to Step 8 and repeat this step.When you are able to successfully log in, Named Credentials have been propagated.