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Integrating Braintree

Capabilities​

DataGrail's Braintree integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess, Deletion
Identifier CategoriesEmail, Service ID

Before You Start​

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

  • DataGrail User Role: Super Admin, Connections Manager
  • Braintree User Role: Account Admin

Create an API Key​

  1. Log in to Braintree.
  2. In the top right, select API.
  3. Select Generate New API Key.
  4. Copy the Public Key, Private Key, and Merchant ID. Store these credentials in a secure, temporary location.
Service Accounts

We do not recommend use of an individual user's API credentials for the DataGrail integration connection. To ensure a reliable connection, we recommend creating a service account in Braintree to generate the API credentials.

Connect to DataGrail​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Braintree.
  2. Enter the Public Key, Private Key, and Merchant ID.
  3. Select Configure Integration.

Next Steps​

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

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​

The Braintree integration uses the Braintree API:
Access TypeSynchronous
Deletion TypeSynchronous

API Documentation​

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.

 

Need help?
If you have any questions, please reach out to your dedicated CSM or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.