# Medallia

This Integration requires Fides Cloud or Fides Enterprise. For more information, [talk to our solutions team. (opens in a new tab)](/content/speak-with-us?utm_source=docs-site/index.html)

[Medallia (opens in a new tab)](https://www.medallia.com/) is a customer experience management platform that helps organizations collect, analyze, and act on customer feedback through surveys, reviews, and other feedback mechanisms to improve customer satisfaction and loyalty.

## Prerequisites [Permalink for this section](/content/docs/integrations/saas-integrations/medallia#prerequisites/index.html)

Medallia requires a [Service Account (opens in a new tab)](https://docs.medallia.com/en/medallia-experience-cloud/administration/security/oauth/appid-accounts) to be created in order to manage access to external clients such as Fides. To create a Service Account, _Internal Admin_ capabilities are required.
Once a Service Account is created, a [Client (opens in a new tab)](https://docs.medallia.com/en/medallia-experience-cloud/administration/security/oauth/clients) is required to access on behalf of the account. In the Client screen, create a new client, noting the Client Secret generated, since its a one-time only show, and select Client Credentials Grant as the grant type.

More details can be found on the [following docs (opens in a new tab)](https://docs.medallia.com/en/medallia-experience-cloud/administration/security/oauth/configure-api-clients-for-oauth)

In order to set up the Erasure request on Medallia, you need to create an [Erasure Web Feed (opens in a new tab)](https://docs.medallia.com/en/medallia-experience-cloud/administration/data-protection/data-retention/erase-personal-data-from-records).
Setting up this feed will create an endpoint where to send the identity data to be removed.

In order to [integrate](/content/docs/integrations/index.html) with Medallia, you'll need to collect the following information:

| Name | Description |
| :-- | :-- |
| **Domain*** | Your Medallia Experience Cloud instance domain (ex. `domain.medallia.com`). |
| **API Gateway*** | Your Medallia API gateway domain (ex. `domain.apis.medallia.com`). |
| **Tenant Name*** | Your Medallia tenant name. |
| **Client ID*** | Your Medallia OAuth2 Client ID used for authentication. |
| **Client Secret*** | Your Medallia OAuth2 Client secret used for authentication. |
| **Erasure Web Feed*** | The name of the Medallia Web Feed created for the erasure process. |

This integration uses Customer TX profiles data and [Experience Programs (opens in a new tab)](https://docs.medallia.com/en/medallia-experience-cloud/feedback/signal-capture/experience-programs) to fulfill access privacy requests.

## Integrating with Medallia [Permalink for this section](/content/docs/integrations/saas-integrations/medallia#integrating-with-medallia/index.html)

To integrate an existing system with Medallia:

1. Navigate to **Data map** → **View Systems** and choose the system that you want to connect.
2. Click on the **Integrations** tab.
3. Pick the vendor or system type that you want to integrate with from the **Connection type** drop-down menu.
4. Complete the required fields for the integration and click **Save**.

You may confirm your connection is working using the **Test connection** button, if desired.

To learn more, please see our guide for [Managing Integrations](/content/docs/integrations/guides/manage-integrations/index.html).

## Technical detail [Permalink for this section](/content/docs/integrations/saas-integrations/medallia#technical-detail/index.html)

Fides utilizes _API endpoints_ to access the _API service_ for a SaaS application. An _API service_ is the programmatic interface through which Fides can query and update data within an application to access, rectify, or delete personal information. Each SaaS tool will have a unique set of endpoints to enable privacy functions.

### Medallia Endpoints [Permalink for this section](/content/docs/integrations/saas-integrations/medallia#medallia-endpoints/index.html)

In the table below, you can find which endpoints are used for each type of privacy function. Clicking on the endpoint will take you to the documentation for that endpoint.

| Privacy function | Endpoint | Description |
| --- | --- | --- |
| **Access Requests** | [Query API (opens in a new tab)](https://developer.medallia.com/medallia-apis/reference/query-api-overview) | Used to query customer data using GraphQL queries. Searches for customer information by email address. |
| **Erasure Requests** | [Inbound Async Import (opens in a new tab)](https://developer.medallia.com/medallia-apis/reference/importdatav2) | Used to send the Inbound csv file to the erasure importer on Medallia.