Reltio Connect

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  • 1.  D&B Connection with Reltio

    This message was posted by a user wishing to remain anonymous
    Posted 06-10-2024 10:58
    This message was posted by a user wishing to remain anonymous

    I am currently working on establishing D&B connection in Reltio and require some assistance to proceed effectively.

    Could anyone please suggest the REST APIs collection that supports inserting D&B keys received from Reltio? Having these APIs would be instrumental in streamlining our processes and ensuring seamless data synchronization between D&B and Reltio.



  • 2.  RE: D&B Connection with Reltio

    Reltio Employee
    Posted 06-10-2024 15:56

    You can use the D&B Connector APIs to insert D&B keys received from Reltio. These APIs allow you to match and enrich profiles using specified entities. They are also used on the Reltio UI for data stewards to match and enrich account profiles

    Here is the complete documentation: Start here and work your way down the site. 



    ------------------------------
    Chris Detzel
    Director of Customer Community and Engagement
    Reltio
    ------------------------------



  • 3.  RE: D&B Connection with Reltio

    Reltio Partner
    Posted 06-11-2024 01:28

    Hi Chris,

    Thanks for the quick response. Can you please share the documentation link for the API need to use to insert D&B keys. 



    ------------------------------
    Avni Kanchan
    Deloitte
    ------------------------------



  • 4.  RE: D&B Connection with Reltio

    Reltio Employee
    Posted 06-12-2024 10:59

    Hi Avni,

    I don't have a pointer to anything in the documentation portal for you, but I'll post some information on the endpoints you may need.  The first endpoint retrieves any profiles attached to your tenant, which should get you the profile name if you don't already have it.  You will then use that profile name in the subsequent credential update post.

    Get DnB Connector Profile(s)

    For each tenant enabled with the DnB Connector it is set up with a profile within the connector. The profile links the tenant to a set of connector configurations and mappings.

    Profiles can be unique to each Reltio tenant or be shared by multiple tenants. The typical approach is to set up the Reltio DEV and TEST tenants on a single profile and a separate profile for the Reltio PROD tenant and should be completed via Reltio Support as previously mentioned.

    The following API allows you to retrieve profile information for a Reltio tenant.

    Endpoint

    GET https://test-dnbconnector.reltio.com/b2bIntegration/config/tenants

    Headers

    Authorization

    Bearer {{accessToken}}

    Content-Type

    application/json

    EnvironmentUrl

    {{Reltio host URL}}

    TenantId

    {{Reltio Tenant ID}}

    Params

    none

     

     

    Body:

    none

     

    Sample Response:

    {

      "success": "OK",

      "tenant": {

        "environmentUrl": "https://dev.reltio.com",

        "tenantId": "cZkPiNG0gvk0j12"

      },

      "dataTenant": {

        "environmentUrl": "https://dev.reltio.com",

        "tenantId": "CWYavUgAwgCPauk"

      },

      "profile": "sampleProfileName"

    }

     

    Note: this example shows one Relio tenant and one Reltio data tenant,  however it is likely that there will be multiple tenants under the profile.

    It is a good idea to save the profile name from this API request. The profile will be needed as input for other API requests when it comes to configuration and mapping.

    Get/Update DnB Credentials

    After obtaining the profile name, verify the DnB credentials are configured correctly. The following API provides a way to get the credentials currently stored in the connector.

    Endpoint

    GET https://test-dnbconnector.reltio.com/config/profiles/{{dnbProfile}}/mappings/config

    Headers

    Authorization

    Bearer {{accessToken}}

    Content-Type

    application/json

    EnvironmentUrl

    {{Reltio host URL}}

    TenantId

    {{Reltio Tenant ID}}

    Params

    none

     

     

    Body:

    none

     

    Sample Response:

    {

      "dnb": {

        "username": "{{dnbKey}}",

        "password": "{{dnbSecret}}"

      }

    }

     

    If you need to update the credentials used by the connector at any point in time, the same API can be used to POST the update as shown below.

    Endpoint

    POST https://test-dnbconnector.reltio.com/config/profiles/{{dnbProfile}}/mappings/config

    Headers

    Authorization

    Bearer {{accessToken}}

    Content-Type

    application/json

    EnvironmentUrl

    {{Reltio host URL}}

    TenantId

    {{Reltio Tenant ID}}

    Params

    none

     

     

    Body:

    {

      "dnb": {

        "username": "MyNewDnBKey",

        "password": "MyNewSecret"

      }

    }

     

    Sample Response:

    {

      "dnb": {

        "username": "MyNewDnBKey",

        "password": "MyNewSecret"

      }

    }



    ------------------------------
    Doug Bora
    ------------------------------



  • 5.  RE: D&B Connection with Reltio

    Reltio Partner
    Posted 30 days ago

    Hi Doug,

    Thank you for your prompt response!

    Based on your previous email, I understand that the Reltio support team will establish a profile for each tenant with the DnB connector enabled. Could you please confirm if this is correct? Additionally, are there any specific roles and permissions required before setting up the profile?

    Looking forward to your guidance.



    ------------------------------
    Avni Kanchan
    Deloitte
    ------------------------------