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Overview:

This article provides guidance for users on how to set up and utilize the new third-party data integration for reports within the Press Ganey platform. It outlines the steps to configure the integration, common troubleshooting tips, and important notes for new users.

Setting Up the New Third-Party Data Integration

1. Introduction to the Integration

The new third-party data integration allows users to seamlessly connect their external data sources with the Press Ganey reporting dashboard. This integration enables enhanced reporting capabilities and data analysis.

2. Initial Setup Steps

To set up the integration, follow these steps:

1. Access the Integration Settings:
   • Log in to your Press Ganey account.
   • Navigate to the Integrations section in the settings menu.
2. Select the Third-Party Integrator:
   • Choose the specific third-party data integrator you wish to connect from the list of available integrations.
3. Enter Required Credentials:
   • Input the necessary API keys, usernames, and passwords as prompted. Ensure that the credentials are accurate to establish a successful connection.
4. Configure Data Mapping:
   • Follow the on-screen instructions to map your data fields from the third-party source to the corresponding fields in Press Ganey.
5. Test the Connection:
   • Use the Test Connection feature to verify that the integration is working correctly. If successful, you will receive a confirmation message.

Important Note for New Users

New users may require additional assistance to ensure the integration is set up correctly. If you encounter any issues during the setup process or if the integration does not connect immediately, please contact our support team for help. They can provide guidance and support to ensure your integration is functioning as intended.

Common Troubleshooting Steps

If you experience issues with the data integration, try the following troubleshooting steps:

1. Verify Credentials:
   • Double-check that all API keys and login credentials are entered correctly. Even small typos can prevent successful connections.
2. Check Permissions:
   • Ensure that the account you are using has the necessary permissions to access the third-party data source. Some integrations may require specific user roles.
3. Review Data Mapping:
   • Confirm that the data fields are correctly mapped. Mismatched fields can lead to incomplete or incorrect data being pulled into your reports.
4. Inspect API Status:
   • Check the status of the third-party API to ensure it is operational. Outages or maintenance on their end can affect connectivity.
5. Clear Cache and Cookies:
   • Sometimes, browser issues can interfere with integrations. Clear your browser’s cache and cookies, then attempt to reconnect.
6. Consult Documentation:
   • Review the integration documentation provided by the third-party vendor for any specific setup requirements or troubleshooting tips.
7. Contact Support:
   • If you have tried the above steps and are still experiencing issues, please reach out to our support team for further assistance.

By following these guidelines, users can effectively set up and troubleshoot the new third-party data integration for reports. Should you need further assistance, our support team is always ready to help ensure a smooth integration experience.

Understanding the common challenges faced by Drata customers while connecting to GitHub can be key in quick and efficient troubleshooting. In this Knowledge Base article, we will cover the potential issues that may arise, and provide steps to help navigate through these to ensure a successful connection with GitHub.

Verifying Credentials and Permissions

One of the most frequent stumbling blocks when connecting to GitHub is incorrect login credentials or insufficient permissions. Before attempting to connect Drata to GitHub, ensure you have the correct username and password for your GitHub account. If you’ve recently changed your password or are unsure of your login credentials, try logging into GitHub directly to confirm that they are correct. If you’re using a personal access token, double-check that it hasn't expired and that it's been granted the necessary scopes for the tasks you're performing.

Moreover, confirm that your GitHub account has the appropriate permissions to access the repository. If you're not the owner of the repository, you may need to contact the owner or the organization's admin to adjust your role or to grant the specific permissions needed by Drata for monitoring or data collection.

Network and Connectivity Issues

Another common issue is related to network connectivity. Check your internet connection and ensure that your network allows outbound connections to GitHub’s servers. If your connection is stable but you still can’t connect, check if any firewalls or proxies are blocking the communication. GitHub's IP addresses and the domains that need to be accessible should be whitelisted in your security systems.

Additionally, since GitHub uses the standard port 443 for HTTPS traffic, make certain this port is open on your router or firewall. Enterprise users should also verify that any internal Github instances are accessible from the network where Drata is running.

Application and API Concerns

Lastly, when connecting Drata to GitHub, it is important to verify that the application is properly configured within GitHub to allow for the necessary API calls. This includes ensuring that the Drata integration has been correctly set up in the GitHub settings and that the correct callback URLs have been provided. If there are any errors during the connection process, check the error message and verify that there are no typos or copy-paste errors in the API endpoints or parameters.

If you continue to have trouble and suspect it is related to the API limits, verify the rate limits imposed by GitHub. Drata should intelligently manage its requests to stay within these limits, but if you notice issues, consider reviewing the application's log for any messages indicating rate limit errors. If persistent API-related issues occur, contacting Drata support with detailed information about your setup can help in diagnosing and resolving these technical issues.

For further assistance, Drata's customer support team is always ready to help guide customers through any connectivity issues encountered during the integration process. Do not hesitate to reach out with any logs or error messages you’ve collected, as they can significantly expedite the troubleshooting process.

Facing issues with Drata-Salesforce integration can be frustrating, but we’re here to guide you through a couple of steps that might just do the trick. First, carry out these checks to ensure smooth syncing:

• Verify API Access: Make sure that the integration settings in both Drata and Salesforce are correctly configured with active connections.
• Monitor API Usage: Check your Salesforce API usage to ensure that you’re not hitting the API request limit.

If these initial steps have not resolved the sync problem, it's time for direct support intervention.

• Contact Drata Support: If you continue to encounter issues, or if you need immediate help, please open a support ticket with us. Our team is poised to assist you with any technical problems affecting compliance operations.
• Advanced Escalation: Rest assured that if your issue is complex, we have a pathway for escalating it swiftly. Our team will engage in real-time communication with technical experts to bring you an effective solution.
• Ongoing Updates: We will keep you updated throughout the process until we reach a resolution.

Our commitment to you is unwavering support and swift action when you face difficulties. We value your trust and strive to maintain seamless compliance and security monitoring for your business.