Setup of integration is a simple two-step process. In the first step, users can provide login credentials to establish a connection to the third party system. In the second step, users can map the third party system’s REST APIs for each Consent Form or Data Subject Type.
- Click the Setup button on the integration application created in Step 3.
- Fill out the login details.
- Authentication Type - Select the authentication type to use:
- Basic Authentication Type - This login requires URL, username, and password.
- OAuth 2.0 - This login requires URL, Client ID, and Client Secret. This is the recommended authorization type as it has more advantages compared to access tokens. You only have to log in without worrying about token expiration.
- Static Access Token - This login only requires an access token.
- Basic Authentication Type - This login requires URL, username, and password.
- Email Addresses - Enter the email address(es) that CPM can use to contact the administrator in case of any integration issues. You may add up to 10 email addresses.
NOTE: To register the email address, you have to type a comma (“,”) after the email address.
- Click the Test Connection button to allow CPM to connect to the authentication selected. Once authentication is successful, click Next.
- From the Consent Form or Data Subject Types tab, under Mappings, select a Consent Form or Data Subject Type you wish to integrate.