Integrating Pardot

Capabilities

DataGrail's Pardot integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

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

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

Create a Pardot OAuth Application

1. Log in to Pardot.
2. Navigate to the Gear Icon > Setup.
3. Select App Manager in the left navigation panel.
4. Configure the New Connected App
5. Fill the form with the following app settings:

Conected App Configuration

• Add a Connection Name and your Contact Email.
• Add Callback URL: https://datagrail.io/oauth/pardot

6. Select the following required OAuth Scopes:

Require Oauth Scopes

• Manage Pardot services (pardot_api)
• Perform requests at any time (refresh_token, offline_access)

7. Enable the required OAuth settings:

OAuth settings

• Require Secret for Web Server Flow
• Require Secret for Refresh Token Flow

8. Please wait a few minutes for the changes to take effect. Navigate to Application Settings, locate and copy the Consumer Key and Consumer Secret. Store them in a secure, temporary location.
9. Select Pardot Account Setup in the left navigation panel, copy your Business Unit ID 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 Pardot.
2. Enter the Consumer Key, Consumer Secret, and Business Unit ID.
3. Select Login to Configure.
4. Log in to Pardot if prompted, then select Allow to authorize the necessary permissions to DataGrail.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access 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

Access Type	Synchronous