System Integrations

With the create connection 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 and more systems are coming soon to our list.

1) PostgreSQL 2) MySQL 3) Sendinblue 4) ActiveCampaign 5) SendGrid 6) Moosend 7) HubSpot 8) Mailchimp 9) Shopify, and more systems are coming soon for the integrations. If you want to integrate with other systems, you can do it using the Rest: API wizard.

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

Create New Connection

The following is the procedure to create a new connection.

  1. In the profile icon, click Settings.
    The settings page appears.
  2. Click Setup System Integration.
    The System Connections page appears.
  3. Click Create Connection.
    The systems gallery appears.
  4. Select a system that you want to create a connection with. 
    The connection details form appears.
  5. Enter the suitable Connection name, Connection Description, and Connector Type.
  6. For the systems such as Mailchimp, moosend, and Sendinblue which provide email marketing services, enter the API key and List ID, if applicable. (The Test Email is required to test the connection only)
  7. For Shopify integration click on Shopify from the system gallery.
  8. Enter the Store Name and Admin API Access Token from your Shopify account. Then click on Test Connection.
  9. For HubSpot integration click on HubSpot from the system gallery.  
  10. Enter the Private App Token from your HubSpot account. Then click on Test Connection.
  11. For ActiveCampaign integration click on ActiveCampaign from the system gallery.
     
  12. Enter the Account Name and API Token from your ActiveCampaign account. Then click on Test Connection.
  13. For SendGrid integration click on SendGrid from the system gallery.
     
  14. Enter the Authorization from your SendGrid account. Then click on Test Connection.
  15. For the database management systems such as MySQL and PostgreSQL, enter the appropriate details like Host, Database along with account credentials.
    Note: To get the above-required details, log in to the respective system and get the appropriate details. 
  16. After entering the required details, click Test Connection.

    It validates the system account information and if the details entered are perfect then it will show Connection is Stable! message.
  17. Once you get a stable connection, click Submit.
    The system connection will be added to the Connection List page. 
  18. If you want to connect to any system other than the above 8 systems, select REST: API from the gallery.

    - In the create connection form, enter all the details.

    - 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.

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 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.