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Integrating Encompass

Capabilities​

DataGrail's Encompass integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess
Identifier CategoriesEmail

Before You Start​

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

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

Obtain Encompass Credentials​

  1. The Encompass Platform uses HTTP Basic authentication to authenticate client applications. This means the authorization header must contain the Base64 encoded API key, which includes the API Client ID and Client Secret in the format: client_id:client_secret.
    1. This API key is available from your Encompass Super Administrator.
  2. Copy your Encompass Instance ID.
  3. Copy the Username and Password of the Encompass User account that will be used to make the connection.

Connect to DataGrail​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Encompass.
  2. Enter the Client ID, Client Secret, Username, Password, and Instance 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​

Access 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 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.