Sansan

Creating a Dedicated User for Use with Sansan IDI (customer data hub)

Overview

We recommend creating a dedicated user when you integrate Sansan business card/contact data through Sansan IDI (our customer data hub).
If data integration is set for an individual Sansan user, this integration may stop when the user is transfered and their priveleges are changed, or when the user retires and is deleted (invalidated).
Also, there is a risk that changing data permissions may result in unintended data integration.

The following shows how to create a dedicated user for integration.
 

Steps

1. Create a dedicated department for integration.

Click on the user name in the top right -> "Admin Settings" -> "Add/Edit/Delete Department".


*When you access for the first time, “Points to be Careful of When Using Admininstrator Settings” will be displayed. Be sure to check them and click to confirm.

Add a department for Salesforce integration.


a) If adding under an existing department

 Click "Add" next to the department you want to add.


b) If adding an entirely new department

Click "Add" to the right of "All".

 

Enter the department name you're adding.

 


Confirm that the department was added.

 

2. Create a dedicated user for integration

Click "Admin Settings" -> "Add/Change User".

 

Click "Add Users".

 

Enter information for the required items.
*Be sure to specify the department created in step 1 as the department to which the user belongs.

Also give the "API Connection" privelege necessary for Salesforce integration.


Click "Save". A confirmation modal for the settings will be displayed. Click "OK" if there are no problems.

 

 

3. Set access control for dedicated departments and users.

Click "Admin Settings" -> "Add/Change User".

*When you access for the first time, “Points to be Careful of When Using Admininstrator Settings” will be displayed. Be sure to check them and click to confirm.

 
Click "Create or edit an access privilege" and choose the pattern settings.



*"ALL" is the default setting.

 For "Select Pattern", select "New", and enter the pattern name and description.
Select card information access, tags, and contacts, and click "Add settings".


 
Set a pattern that restricts access privileges for IDI integration, then click "Change".



Set the pattern for public appearance by clicking the icon next to each department name.


Choose the Salesforce integration pattern set in the previous section and select "Set to this pattern".


After setting the public pattern, click "Confirm".。


Confirm the changes (shown in red) and click "Save".

 

 

4. Issue a dedicated user API key.

Click on "Admin Settings" -> "Integration with Other Services".



Click the "API" tab, select the created department/user for integration, and click "Issuing".

 

Was this article helpful?
3 out of 3 found this helpful