Total Expert

Authentication & Authorization

Credentials

• Total Expert connects via OAuth 2.0 with Client Credentials Grant Flow

• Client ID and Client Secret credentials can be obtained through the Total Expert account (see the DataGrail Help Docs).

• DataGrail uses Refresh Token Flow to periodically update Access Token after it expires to keep the connection alive.

• Publicly exposing your API credentials can allow unauthorized access to the Total Expert API endpoints, and your Total Expert data by a third party. DataGrail stores your API credentials encrypted and protected.

Scopes

Total Expert integration requires the next OAuth scopes:

• leadInteraction

• leadSurveyInteraction

• getUsers

Base URL

Example of Base URL: https://public.totalexpert.net/v1

Endpoints Utilized

• Get and refresh access token:

  • POST {BASE_URL}/token

• DataGrail uses the following endpoint to validate that connection is good based on a successful response:

  • GET {BASE_URL}/contacts

Version

Total Expert integration currently supports API Version 1.0 (v1).

Limits

DataGrail processes API responses with HTTP 429 status to interrupt requests, waiting and retrying (using an exponential backoff strategy).

Access

For an access request, DataGrail will take the following actions:

• Fetch Contacts by email, phone number and Service ID using Subject Identifiers.

• Fetch Users by email and Service ID using Subject Identifiers.

• Get Contact Survey Responses by contact IDs.

• For all objects found, DataGrail will return all available fields. You can edit which objects and fields you want to provide to the Data Subject via our Portal Requests.

DataGrail also supports the Direct Contact Access workflow for Total Expert.

Endpoints Utilized

• GET {BASE_URL}/contacts

• GET {BASE_URL}/users

• GET {BASE_URL}/contact-survey-responses

Deletion

For a deletion request, DataGrail will take the following actions:

• Run all data access steps to find objects that can be deleted (see Access section above). You can select which found objects you want to delete via our Portal Requests.

• Delete Contact by USER ID

DataGrail also supports the Direct Contact Deletion workflow for Total Expert.

Endpoints Utilized

• DELETE {BASE_URL}/contacts/{id}