Integrating ChurnZero

Capabilities

DataGrail's ChurnZero integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email, User ID, Service ID

Before You Start

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

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

Get ChurnZero API Key

1. Log in to ChurnZero.
2. In the left panel under Admin, select API Keys.
3. Select New API Key.
4. Enter a Name (e.g. DataGrail) and select Ok.
5. Copy the API Key and store it in a secure, temporary location.
6. Select Ok to confirm the API key.
7. In the left panel under Segments, navigate to Accounts.
8. Select the External Account record to use for searching private data.
9. Located directly under the Account Name, copy the Account's External ID.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for ChurnZero.
2. Enter the API Key and Account's External ID.
3. Select Configure Integration.

Next Steps

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

• Access Request Lifecycle
• Deletion 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
Deletion Type	Synchronous