Important notice
The Classic Experience will be sunset on
Aug. 1.
If you have questions, contact your Customer Success and Implementation Manager,
Account Manager, or
support@trustarc.com.
Setup is a simple two-step process. In the first step, provide login credentials to establish a connection to the third-party system. In the second step, map the third-party system's REST APIs for each DSR intake form.
Steps
1
Click the Setup button on the integration application created in the previous step.
2
Fill out the login details.
Authentication Type
Select the authentication type to use:
Basic Authentication
— Requires URL, username, and password.
OAuth 2.0
— Requires URL, Client ID, and Client Secret. This
is the recommended authentication type as it offers
more advantages than static access tokens — you log
in once without worrying about token expiration.
You can pass
client_id,
client_secret,
and
grant_type
either as URL parameters or in the OAuth body. By
default, these are sent as URL parameters. The key/value
pairs under Parameters are optional and
blank by default — click
Add Parameters
to add one or more.
Static Access Token
— Requires an access token only.
Email Addresses
Enter the email address(es) that IRM can use to contact
the administrator in case of any integration issues.
You may add up to 10 email addresses.
3
Click Test Connection to allow IRM to connect using the selected authentication. Once authentication is successful, click Next.
4
From the Intake Form tab under Mappings, select an intake form you wish to integrate.