Integrating Five9
Capabilities
DataGrail's Five9 integration provides the following capabilities:
| Product | Capability | ||||
|---|---|---|---|---|---|
| Request Manager |
|
Before You Start
To successfully configure this integration, please ensure you have sufficient privileges:
- DataGrail User Role: Super Admin, Connections Manager
- Five9 User Role: Admin
Get Five9 Account ID
- Log in to Five9.
- Locate the Email and Password for the Five9 admin user.
Five9 does not allow multiple API calls from the same user at the same time. It is advised you connect to DataGrail with an Admin account that is not associated with a different Five9 integration. Ideally, this means creating a new Admin user solely for the purposes of this DataGrail-Five9 integration.
Connect to DataGrail
- In DataGrail, navigate to Integrations and select Configure New Integration to search for Five9.
- Enter the API Username, and API Password.
- 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 Type | Synchronous |
|---|
API Documentation
Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.
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.