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Integrations Overview

The DataGrail Integration Network features over 2,000 tech partners including Salesforce, Snowflake, Atlassian, Hubspot, Zendesk, Workday, and many more. The integration network powers:

  • More efficient and complete data privacy request processing on Request Manager
  • Greater detail and insight to risk on Live Data Map
  • More complete and accurate privacy assessments in Risk Monitor
  • And much more

The Integrations tab of your admin dashboard lists the connection status and type of all of your integrations. You can also set up new integrations from this space.

Jump Ahead​

DataGrail User Roles​

The following User Role will have access to the Integrations tab:

Connections Manager​

The Connections Manager Role allows team members that have the required level of permissions for a given system to connect and update integrations in DataGrail.

Tour Integrations​

Integrations Page​

The Integrations page is a centralized location for users to see a list of their integrations, along with their connection statuses and capabilities, as well as add or remove connections.

Integration Overview

Searching, Filters, and Adding New Integrations​

Within the Integrations page, you are able to search for a specific Integration that has been connected. This can be done by typing in the Integration name into the Search bar and hitting return or enter on your keyboard.

Integration Search

Filtering to specific Integrations is made easy by looking at the Status and/or Capabilities of your Integrations. You can filter by Status and will be presented with two options:

  • Connected
  • Disconnected

Integration Status Filter

You can also filter by Integration Capabilities. Multiple capabilities can be selected at a time:

  • Access
  • Deletion
  • System Detection
  • Do Not Sell/Share
  • Identifier Retrieval
  • Cloud Storage
  • Transactional Mailer

Integration Capabilities Filter

If the Integration you're looking for has never been connected, you add it by clicking on Configure New Integration.

Integration Details​

Visibility, Editing, and Removing Integrations​

Visibility into Integration details are important to help understand how the Integration is interacting with specific types of requests made by Data Subjects.

Integration Overview

By clicking on the Integration from the overview page, you will be able to see the following information:

  • System Name
  • Connection Status and Last Successful Connection Date/Time
    • Connected
    • Disconnected
  • Enabled Capabilities
  • Enabled Identifies
  • View Connection Instructions
    • Step-by-step guide on how to connect the Integration

API Integrations​

API Integrations will have specified credential fields required for connection.

Security

DataGrail will not display any secure info such as API keys

Direct Contact Integrations​

  • Direct Contact Settings
    • Recipient
      • Direct Contact Email
      • Third Party Processor Internal System Owner
    • SSO Login (only applicable if "Recipient" is Internal System Owner)
    • Deadline Automation
    • Information for Processor (Additional information for the processor on the request form)
      • Account Name (Optional)
      • Account Number (Optional)
      • Instructions for Recipient (Optional)

Managing Integrations​

If any adjustments need to be made to the Integration, such as a new email processor email to add or API credentials to update, simply click Edit Integration on the right hand side of the Integration Detail Page

Once you've made all necessary edits, click on Save Changes in the right hand corner of the Integration Detail Page. If you would like to Remove the Integration, you can do so by first clicking on Edit Integration, then Remove Integration.

Edit an Integration

 

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.