Integrations with CDS

A Native Integration between CDS and Grip is available for Participant, Item and Company data.

In this guide we will cover :

• Getting CDS API credentials
• Connecting to CDS in the native integration wizard
• Pointers

If you have already set up a successful connection within the Grip dashboard, and are ready to complete the integration, we recommend reading the primary Native Integration guide. 

Getting CDS credentials

To connect to CDS in the Native Integration Wizard, you will need:

• Auth Key

1. To get your Auth Key, reach out to your CDS point of contact, and request it directly. 

Connecting to CDS

This section will provide steps on how to connect to CDS. This section assumes that you have already the Auth Key. 

When would I use this?

These steps should be taken as your first step to configuring a Native Integration with CDS.

How do I use this?

1. Connect to CDS using the block shown in the dashboard.

2. On the next screen, you can enter the Auth Key. Click next to move on.

3. Next you can select your source event that data should be imported from. You can use the  built in search functionality. 

4. Select Source data from CDS . Click the down arrow next to 'Select data type(s). You can select multiple source types to be mapped to one Grip data type. 

Note: you can only select one Grip data type, if you need additional data types, additional integrations will need to be created.

5. Under the section 'Only retrieve records that were created within the following period' (pointers), select one of the two options:

1. 1. 'From the last time Grip successfully retrieved records' is the recommended option for integration that will be scheduled to run repeatedly. This will look for any new or updated records.
   2. 'From start time to end time' is the recommended option if you are trying to run an update and want to make sure all records are updated. The recommended start time would be when registration opened and the recommended end time would be today.

6. This has now connected the CDS to the Grip event, click next and move onto filtering and data mapping. 

Recommended next steps :

Filter Data Feature 

Pointers

Pointer

Pointer type: Last imported time

Pointer during preview (Filtering, Mapping, Preview)): Yes

Check on creation time or update time: Update time

Data type filtering: Yes

Time window filtering: Yes