Integrating Resource

DataGrail’s Resource Integration provides data mapping and privacy request functionality allowing your business to do the following:

• Identify Data Subject PII stored in Resource for automatic fulfillment of privacy requests.
• Delete Data Subject PII stored in Resource for automatic fulfillment of privacy requests.

**Note: if you do not have admin rights in Resource you will not be able to complete this integration. Please contact your Resource Admin for assistance.

Step 1: Get Resource API Token

1. Log in to your Resource account.
2. Go to the tab labeled API Credentials under your account settings, or follow this link.
3. Create an API Token (Key). When creating an API key, you will be asked to give the key a name for easy identification.
4. Copy API Token (Key) value and store it.

Step 2: Connect Resource

1. Return to DataGrail

2. Click Connect within the Integration page for Resource.

   

3. Enter an API Token obtained from Step 1.

   

4. Click Connect

   

5. If there are additional Resource accounts to integrate follow these instructions:

   1. Click Edit Connection within the Integration page for Resource.

      

   2. From the drop-down, select +Add New Connection.

   3. Under Connection Name, enter a new name to identify this separate account (ex: Resource Training Account).

   4. Repeat Step 1 to get an API Token for this new account.

   5. Enter an API Token.

   6. Click Connect.

      

6. In DataGrail, if you have any other integrations not connected (no green check mark) please click Connect to complete the configuration and reference the Help Docs link for instructions