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Integrating Persona

Capabilities​

DataGrail's Persona 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
  • Persona User Role: Admin

Create Persona API Key​

  1. Log in to Persona.
  2. In the left menu, select API and then API Keys.
  3. Select Create API Key.
  4. Copy the API Key and store it in a secure, temporary location.
  5. Configure permissions for the API key by selecting Edit and then Permissions.
API Key Permissions
  • Access:
    • inquiry.read (Read Inquiries)
    • list.read (Read Lists)
    • verification.read (Read Verifications)
  • Deletion
    • inquiry.write (Create Inquiries)
    • list.write (Create/Update Lists)
    • verification.write (Create/Update Verifications)

Connect to DataGrail​

  1. Navigate back to DataGrail.
  2. Enter the API Key.
  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 Persona integration uses the Persona API:
Access TypeSynchronous
Deletion TypeSynchronous

API Documentation​

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

 

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.