We have first-class integrations with the most popular third-party SaaS tools. Check out our Data Connections Directory to see our integrations.
If you have questions about the integrations we support, please reach out at
- Add to your Connected Services - To connect a new system to Transcend, go to your Connected Services on the Admin Dashboard and click "Add data silo".
- Follow integration specific instructions - Documentation for connecting an integration to Transcend can be found inside the Admin Dashboard, where you'll be walked through step-by-step.
Once you've connected the data silo, you will want to review the configuration before turning that request on for incoming production DSRs. To do this, search for your integration on the Connected Services and click on the card to adjust it's settings.
- Configure datapoints - First, you'll want to select the "Manage Datapoints" tab and use the checkboxes to determine which datapoints you want to enable and for which data actions. If you have questions about why a data action is/is not configurable, please reach out to support for assistance.
Note: If you don't have your Data Practices set up yet, follow the steps outlined here to do so.
- Map identifiers - Next, expand "Manage Identifiers" and ensure that you have the appropriate identifiers enabled. These are the lookup values we will use to map a new request to this data silo. As an example, if Transcend should search data subjects by email address, you'd check the box to enable the "Email Address" identifier. If identifiers are not enabled correctly, Transcend may not be able to process requests for certain users. Note: some integrations require setting up an Identity enrichment webhook.
- [Optional] Run a test request - You may want to test your data silo on one or more requests before turning on "Live Mode," which would include that data silo on all new data subject requests. To run a test request, open the "Processed Requests" tab. This view will show a filter of all existing data subject requests that could be processed by your data silo, given the settings configured in the "Manage Datapoints" tab above. The filter settings are defaulted to remove requests that are unlikely to need processing (canceled requests, requests for action types that are not configured to run on this data silo, etc.).
You can run a test request using one of the following methods:
a) Select a previously closed test request and click the "Submit new request" button. This will queue up a new DSR to run against just this one data silo. b) You can submit a new Data Subject Request and selecting the option to mark the request as a test request. Test requests will process on all systems in your Connected Services regardless of whether the data silo is marked as "live".
Once the request has been created, you may want to check the status of the request and potentially expedite the request if there is a built in wait period. When viewing a request, you can check the "Data Silos" tab to visualize how the request is processing the data silo you are testing.
- Turn live mode on - Once you have tested your data silo ad are ready to process all incoming production Data Subject Requests against your data silo, toggle the "Live Mode" switch on and you're ready to go for any new requests!
- Run the data silo against past requests - Your organization may have a backlog of requests that are actively open, or requests that have been completed that you wish to process against this newly connected data silo. Once you've toggled the data silo into live mode, the same interface used in step 6 will now default to showing you all production requests that could be processed against your data silo.
Some options you have for processing past requests:
- Clicking the button "Connect to X open requests" will queue up your new data silo to run against all active requests that can be processed by your data silo. In most situations, you will likely want to click this button.
- You can additionally filter the view and click the "Connect to request" button to associate the data silo to a request on an individual basis
- The remaining requests shown will show a button "Submit new request". These are past requests that are already closed. When you click this button, a new data subject request will be made with the same email and core identifier as the closed request. This request will be in silent mode (the data subject will not receive any notification about the request), and the request will be associated back to the original parent request for auditing purposes.