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Integrating Zip

Capabilities

DataGrail's Zip integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess
Identifier CategoriesEmail, User ID
Live Data MapSystem Detection

Before You Start

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

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

Create Zip API Key

  1. Log in to Zip.
  2. In the top right, select the gear icon and then Company settings.
  3. Select Create API key and then Restricted.
  4. Optionally, enter Name and Expiration date.
  5. Configure API permissions in the Access list, depending on the integrations capabilities you need.
Required API Permissions
  • Access:
    • Request Read only
    • User Read only
  • System Detection
    • Vendor Read only
  1. Select Create.
  2. In the Save API key token pop-up, copy the API Key and store it in a secure, temporary location.
  3. Select Confirm.

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 Zip integration uses the Zip API:
Access 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.