System Integrations

With the System Integrations wizard, you can implement the integrations to assist with targeted data discovery for DSAR requests and maintain contacts and consent records for Consent Preference. This feature supports the connection with the following systems; more systems are coming soon to our list.

We are providing PostgreSQL, MySQL, Sendinblue, ActiveCampaign, SendGrid, Moosend, HubSpot, Mailchimp, Shopify, Omnisend, Accelo, Zendesk and Salesforce system integrations for now, and more systems are coming soon for the integrations. If you want to integrate with other systems, use the Rest: API wizard.

Prerequisites: The account access to the system you want to connect to. 

How to set up System Integration?

Follow the below steps to set up new system integration.

  1. In the profile icon, click Settings.
  2. The settings page appears. Click Setup System Integration.
  3. The System Connections page appears. Click Create Connection.
  4. The system gallery appears.

ActiveCampaign System Integration

  1. Click on ActiveCampaign from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the Account Name and API Token from your ActiveCampaign account. Enter the Test Email, then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit.
    The system connection will be added to the Connection List page.
  7. To find the API key view ActiveCampaign's Documentation. 

SendGrid System Integration

  1. Click on SendGrid from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the Authorization from your SendGrid account. Enter the Test Email, then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.
  7. To find the Authorization view SendGrid's Documentation.

Moosend System Integration

  1. Click on moosend from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the API Key and Mailing List ID from your Moosend account. Enter the Test Email, then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.
  7. To find the API key view Moosend's Documentation.

Mailchimp System Integration

  1. Click on Mailchimp from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the API key and List ID from your Mailchimp account. Enter the Test Email, then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.
  7. To find the API key view Mailchimp's Documentation.

Sendinblue System Integration

  1. Click on Sendinblue from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the API key from your Sendinblue account. Enter the Test Email, then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.
  7. To find the API key view Sendinblue's Documentation.

Hubspot System Integration

  1. Click on Hubspot from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the Private App Token from your Hubspot account. Enter the Test Email, then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.

Shopify System Integration

  1. Click on Shopify from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the Store Name and Admin API Access Token from your Shopify account. Enter the Test Email, then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.

PostgreSQL System Integration

  1. Click on PostgreSQL from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the details like Host, Post, and Database with account credentials (Username, and Password), then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.

MySQL System Integration

  1. Click on MySQL from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the details like Host, Post, and Database with account credentials (Username, and Password), then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.

REST: API System Integration

  1. Click on REST: API from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the details like Method Type, Full URL, Authorization Header, and Token, then click on Test Connection.
  5. Log in to the system that you want to connect to and get the API key. Inspect the API to get the above-required information.
  6. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  7. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.

Salesforce System Integration

  1. Click on Salesforce from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the Username, Password, Grant Type as password,  Security Token, Client ID (Consumer Key), and Client Secret(Consumer Secret) from your Salesforce account. Enter the Test Email and Choose an Object then click on Test Connection.
    Note: If you want to enter "password" in the Grant Type field, follow the below steps:
    1. Log in to your SalesForce account.
    2. In the header menu, select Setup.
    3. Enter OAuth in the Quick Find search field.
    4. Click on "OAuth and OpenID Connect Settings".
    5. Toggle on the "Allow OAuth Username-Password Flows" toggle button.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.
    Note: To know how to get the "Consumer Key" and "Consumer Secret", view SalesForce Documentation.
    To find the Security Token follow the below steps.
    1. Log in to your SalesForce account.
    2. In the Profile menu click Settings
    3. Under My Personal Information, click Reset My Security Token.
    4. On the Reset Security Token page, click the Reset Security Token button.
    5. A new Security Token will be sent to your email Id.

Omnisend System Integration

  1. Click on Omnisend from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the API Key from your Omnisend account. Enter the Test Email, then click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.
  7. To find the API key view Omnisend's Documentation. 

Accelo System Integration

  1. Click on Accelo from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the Client ID, Client Secret key, Deployment(or Subdomain) and Grant Type(as client_credentials). Enter the Test Email and click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page. 
Note:
- How to Generate Client ID and Secret key?

- How to identify your Deployment name?

The deployment name in Accelo is typically the subdomain of your Accelo URL. For example, if your Accelo login URL is https://[deployment_name].accelo.com, then [deployment_name] is your deployment name.

Zendesk Sell System Integration

  1. Click on Zendesk Sell from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the Access Token from your Zendesk Sell account. Enter the Test Email, then click on Test Connection.

  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.
Note:
- How to generate the Access Token?
  1. Log in to your Zendesk Sell account
  2. Click the gear icon in the left-hand menu
  3. Scroll to the Integrations section and click on OAuth
  4. Click on Access Token tab
  5. Click on Add Access Token
  6. Add a description to the token
  7. Allow the scopes as per your requirement
  8. Click on Save button
  9. Copy the displayed access token and store it.

Zendesk Help System Integration

  1. Click on Zendesk Help from the System Gallery.
  2. The Create Connection form appears.
  3. Enter the suitable Connection Name, Connection Description, and Connector Type.
  4. Enter the API token, Username(your email address used for Zendesk Login) and Domain(only subdomain name). Enter the Test Email then choose the appropriate Object and click on Test Connection.
  5. It validates the system account information, if the details entered are correct then it will show Connection is Stable! message.
  6. Once you get a stable connection, click Submit. The system connection will be added to the Connection List page.
Note:
- How to generate the API token?
  1. Log in to your Zendesk account
  2. Click the gear icon in the left-hand menu
  3. Click the Go to Admin Center hyperlink
  4. In the admin center, click Apps and integrations in the sidebar
  5. Select APIs > Zendesk API
  6. Click the Add API token button to the right of Active API tokens
  7. (Optional) Enter an API token description
  8. Copy the token and paste it somewhere secure
  9. Click Save to return to the Zendesk API page

Update/Edit Connection

  1. Go to the Connections List page.
  2. You can search for a connection by its name. In the search box, type Connection Name and press Enter.
  3. Click right to the connection that you want to edit.
    Update Connection pop-up appears.
  4. Make the changes and click Update.
  5. If you want to delete a connection, click then Yes to confirm.


  6. Select 10, 20, or 30 from the pagination dropdown and view records as per your requirement.