Integrating Cordial

Capabilities

DataGrail's Cordial integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email

Before You Start

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

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

Get Cordial API Key

1. Log in to Cordial.
2. In the top right corner, select your User and then API Keys.
3. Select New to create an API key, and enter the following configuration:

API Key Configuration

API Key Name: DataGrail

IP Whitelist:

• Description: DataGrail IP
• IP Address: 52.36.177.91

4. Add the following required permissions:

Required Permissions

• Get contacts
• Get a single contact
• Delete a single contact
• Get activities
• Get orders

5. Select Generate Key.
6. Copy the API Key and store it in a secure, temporary location.

Connect to DataGrail

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

Next Steps

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

• Whole Record Deletion
• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview

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 Cordial integration uses the REST API v2:

Access Type	Synchronous
Deletion Type	Synchronous (Whole Record)