Integrating Gladly

Capabilities

DataGrail's Gladly integration provides the following capabilities:

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

Before You Start

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

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

Configure Gladly API Access

1. Log in to Gladly.
2. Find your Organization and Environment type by reviewing the URL:

Finding Organization and Environment

Organization: the subdomain of your Gladly instance URL

• For example, if the URL is https://your-company.us-uat.gladly.qa/ then the Organization is your-company.us-uat.

Environment: determined by the ending of the Gladly instance domain

• Production - domain ends with .com
• Sandbox - domain ends with .qa (see above example)

3. In the top left corner, open the menu and select Settings.
4. Under People, select Users.
5. Find the User to provide access, then select the User and then Edit.
6. Copy their email to serve as the Username.
7. Under Roles, select API User and then Save.
8. Navigate back to Settings.
9. Under App Developer Tools, select API Tokens.
10. Select Create Token.
11. Copy the API Token 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 Gladly.
2. Enter the Username, API Token and Organization.
3. Select the Environment type.
4. 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

The Gladly integration uses the REST API v1:

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.