Integrating Mixmax
Capabilities
DataGrail's Mixmax integration provides the following capabilities:
Product | Capability | ||||
---|---|---|---|---|---|
Request Manager |
| ||||
Live Data Map | System Detection |
Before You Start
To successfully configure this integration, please ensure you have sufficient privileges:
- DataGrail User Role: Super Admin, Connections Manager
- Mixmax User Role: Admin
Create a Mixmax API Token
Due to limitations in Mixmax's APIs in being unable to generate an admin API token, the following steps will need to be performed by each Mixmax user.
- Log in to Mixmax
- On the bottom left corner, select Settings, then Integrations.
- Select Create Mixmax API Token and save the token in a temporary, secure location.
Connect to DataGrail
- In DataGrail, navigate to Integrations and select Configure New Integration to search for Mixmax.
- Enter the API Token obtained from previous step.
- 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 |
---|---|
Deletion Type | Synchronous |
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.