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Integrating Freshservice

Capabilities​

DataGrail's Freshservice 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
  • Freshservice User Role: Admin

Get Freshservice API Key​

  1. Log in to the Freshservice Support Portal.
  2. After logging in, check the URL and copy the subdomain to get your Domain. For example, if the URL is https://mycompany.freshservice.com, then your Domain will be mycompany.
  3. In the top right corner, select your profile picture and navigate to Profile Settings.
  4. On the right under the Change Password section, copy your API Key. Store it in a secure, temporary location.

Connect to DataGrail​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Freshservice.
  2. Enter the API Key and Domain.
  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​

The Freshservice integration uses the REST API v2:
Access TypeSynchronous
Deletion TypeSynchronous

 

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