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Integrating Centercode

Capabilities​

DataGrail's Centercode integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess, Deletion
Identifier CategoriesEmail

Before You Start​

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

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

Get Centercode API Key and Domain​

  1. Log in to Centercode.
  2. After logging in, check the URL and copy your Domain. For example, if the URL is https://mycompany.centercode.com, then your Domain will be mycompany
  3. In the Management Panel, select Community Tools, then under Setup select Configuration.
  4. Under Advanced Configuration, select API Keys.
  5. Select Create an API Key.
  6. Enter a key Name (e.g. "DataGrail") and select Submit.
  7. Copy your API Key and store it in a secure, temporary location.

Create Centercode Record Lookup for Access Requests​

  1. In the Management Panel, select Community Tools, then under Analytics select Reports.
  2. Under Report Management, select Create a Report Element.
  3. In the Choose A Datasource dropdown, select User Account.
  4. Under Select Your Data, select User Account in the dropdown.
  5. Select all of the following fields, then select Add to View:
User Account Report Data

Basic

  • Data of Birth
  • Email Address
  • First Name
  • Full Name
  • Last Name
  • Username

PII Safe

  • Age
  • Email Domain
  1. Under Select Your Data, update User Account to Community User Profiles and select About Me in the dropdown to the right.
  2. Select all of the following fields, then select Add to View:
About Me Data

Form Elements

  • Gender
  • Home Type
  • Children in Household
  • Adults in Household
  • Current Employment
  • Military Branch
  1. Under Select Your Data, update About Me to Contact Information.
  2. Select all of the following fields, then select Add to View:
Contact Information Data

Form Elements

  • Residential Address 1
  • Residential Address 2
  • Country
  • City
  • State
  • State or Provence
  • Postal Code
  1. Under Select Your Data, update Contact Information to Business Profile.
  2. Select all of the following fields, then select Add to View:
Business Profile Data

Form Elements

  • What industry is your company in?
  • What is the estimated number of employees?
  • What product type does your company develop?
  • What department do you work in?

Other

  • Business Profile Entry Data
  • Business Profile Last Update
  1. To complete the Report Element, configure the following then select Submit:
Report Element Configuration

  • Pick A Style: Record Lookup

  • Key: datagrail_access_request Ensure that this value is copied correctly, otherwise the integration will not work.

  • API Key: use the API Key created earlier ("DataGrail")

  • Report Element Name: DataGrail Access Request (this can be anything you want)

  • Destination: New Report

  1. To complete the Report, configure the following and then select Submit:
Create a Report Configuration
  • Title: DataGrail Privacy Request (this can be anything you want)
  • Team: Select all Community Managers and Internal Members
  • Refresh Interval: Daily

Create Centercode Listener for Deletion Requests​

  1. In the Management Panel under Administration, select Community Tools and then Users.
  2. Select User Automation.
  3. Select Create an External Listener, and then configure it with the following:
External Listener Configuration

  • Name: DataGrail (this can be anything you want)

  • Description: DataGrail Deletion Requests (optional)

  • Key: datagrail_deletion_request Ensure that this value is copied correctly, otherwise the integration will not work.

  • Listener: Macro Execution

  • Macro: Remove User

  • API Key: use the API Key created earlier ("DataGrail")

  1. Select Submit.

Connect to DataGrail​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Centercode.
  2. Enter the API Key and Domain copied in the previous steps.
  3. Select your desired Asynchronous Deletion Behavior.
Centercode Deletion Behavior Configuration

Mark integration as complete when a deletion request is successfully submitted: The Centercode Integration will be marked as "complete" as soon as the deletion request is submitted to Centercode.

Continue processing until the deletion request is completed (default behavior): The Centercode Integration will show a "processing" status until the Centercode deletion is complete.

  1. 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 Centercode integration uses the Centercode API:
Access TypeAsynchronous
Deletion TypeAsynchronous (Whole Record)
Rate Limiting10 requests / second

 

Need help?
If you have any questions, please reach out to your dedicated Account Manager 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.