How to Set Up Integrations

How to Set Up Integrations

Prerequisites

  • Admin access or Integration Manage permission
  • API credentials for the tool you want to connect

    • Connecting an Integration

    Navigation: Sidebar → Admin → Integrations

    Step 1: Browse Available Integrations

  • Click Admin in the sidebar.
  • Click Integrations.
  • Browse the available connectors organized by category.

    • Step 2: Configure the Integration

  • Click on the integration you want to connect.
  • Fill in the required configuration fields (API keys, endpoints, tenant IDs, etc.).
  • Click Test Connection to verify the setup.
  • Click Save to activate.

    • Step 3: Verify Auto Evidence Collection

  • Navigate to Compliance → Evidence → Auto Evidence tab.
  • After the integration syncs (may take 5-30 minutes), you should see automatically collected evidence items.

    • > Tip: Connect your most critical integrations first. Each connected tool provides automated evidence that reduces manual compliance work.

    > Warning: Store API keys securely. Never share credentials via email or chat.

    How Integrations Support Compliance

    Integration TypeWhat It Provides
    Cloud Providers (AWS, Azure, GCP)Cloud configuration evidence, security posture data
    Identity & Access (Azure AD, Okta)Access control evidence, user management data
    Endpoint Security (Defender, CrowdStrike)Endpoint protection evidence, threat data
    Vulnerability Scanners (Tenable, Qualys)Vulnerability assessment evidence
    Ticketing (Jira, ServiceNow)Remediation tracking evidence

    Troubleshooting

    IssueSolution
    Integration connection failsVerify API credentials are correct and not expired. Ensure the tool allows API access.
    No auto evidence appearingWait for the sync cycle (up to 30 minutes). Check that the integration status shows "Active".
    Integration shows error statusCheck the error message. Common causes: expired tokens, permission changes, API rate limits.
    Cannot access IntegrationsVerify your role has Integration Manage permission. Contact your administrator.

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