Integrating Autopilot

Capabilities

DataGrail's Autopilot integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Autopilot User Role: Admin

Create an Autopilot API Key

1. Log in to Autopilot.
2. Generate an Autopilot API Key following Autopilot API Key Authentication.
3. Copy the API Key and store it in a secure, temporary location for Step 3.

Create a Custom field

1. In Autopilot, select Settings then Custom Fields.
2. Select the Add Icon in the bottom right corner.
3. Enter the following settings for the new Custom Field:

Custom Field Settings

• Name: DGID
• Type: Text

4. Select Add Field.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Autopilot.
2. Enter the API Key.
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

Access Type	Synchronous