Transcend allows you to programmatically access, erase, and opt users out of communication in the Extole platform in accordance with data privacy regulations like GDPR and CCPA.

Setting up the Extole integration

To get started, make sure you're logged in to Transcend. If not, log in to Transcend here. To configure the Extole integration, you'll want to:

1. Navigate to Integrations > Add integration > Extole.
2. Transcend can connect directly to your Extole account. To give Transcend access, please follow the following steps. Create an Extole API Key through the Extole Security Center. Click on the "Create New Access Token" button. Then, name your access token (which does not have to replace other access tokens you may be using) and enter your Extole password to authenticate. You will only have one chance to copy the API Key shown in the dashboard. Save this token to be pasted onto the form on the next page.
3. Success! Once connected, navigate to the Privacy Center tab. You'll need to map the data in Extole to your Data Practices. To do this, create a new Category as well as a new Data Collection with the appropriate naming convention (e.g. "Mailing Lists or User Profile"). When you're done, hit publish.
4. Navigate back to your Data Inventory and click into the Extole data silo. Expand "Manage Datapoints" and select the Collection Label (Category) you created in the previous step from the dropdown. You can also choose which data actions (e.g. access, erasure, or opt-out) are enabled for which datapoints.
5. Next, while still in the Extole data silo, expand "Manage Identifiers". Check the respective boxes for which identifiers you'd like enabled. As an example, if you'd like Transcend to search users by email address, you'd check the box to enable the Email Address identifier. Note: if identifiers are not enabled correctly, we may not be able to process requests for certain users.
6. Done!

Testing

We recommend testing requests before you start processing requests from end-users. To do this:

1. Go to Privacy Center and click "View your Privacy Center".
2. From your Privacy Center, click Take Control, then Download my data. You'll need to enter your email or login to authenticate yourself before submitting the request.
3. Check your email for a message from Transcend. You'll be asked to click on a verification link to verify the request. Confirm your download request.
4. Next, back in DSR Automation, navigate to the Incoming Requests tab and select your request. If you don't see the request here, contact us at support@transcend.io.
5. Once you've clicked into your request, navigate to the Data Silos tab and select Extole. Inspect the data returned.
6. Finally, navigate to the Report tab and click Approve and Send. You should receive the report at the email address you submitted with the request.
7. Done!