Medallia

Medallia (opens in a new tab) is a customer experience management platform that helps organizations collect, analyze, and act on customer feedback through surveys, reviews, and other feedback mechanisms to improve customer satisfaction and loyalty.

Prerequisites

Medallia requires a Service Account (opens in a new tab) to be created in order to manage access to external clients such as Fides. To create a Service Account, Internal Admin capabilities are required. Once an Service Account is created, a Client (opens in a new tab) is required to access on behalf of the account. In the Client screen, create a new client, noting the Client Secret generated, since its a one time only show, and select Client Credentials Grant as the grant type.

More details can be found on the following docs (opens in a new tab)

In order to integrate with Medallia, you'll need to collect the following information:

Integrating with Medallia

To integrate an existing system with Medallia:

1. Navigate to Data map → View Systems and choose the system that you want to connect.
2. Click on the Integrations tab.
3. Pick the vendor or system type that you want to integrate with from the Connection type drop-down menu.
4. Complete the required fields for the integration and click Save.

You may confirm your connection is working using the Test connection button, if desired.

To learn more, please see our guide for Managing Integrations.

Technical detail

Fides utilizes API endpoints to access the API service for a SaaS application. An API service is the programmatic interface through which Fides can query and update data within an application to access, rectify, or delete personal information. Each SaaS tool will have a unique set of endpoints to enable privacy functions.

Medallia Endpoints

In the table below, you can find which endpoints are used for each type of privacy function. Clicking on the endpoint will take you to the documentation for that endpoint.