Dialpad

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This is a Managed App Connector.

Prerequisites

N/A

Collect Required Information from Vendor

Calero requires an API Key for this vendor.

  1. Log in to the Dialpad customer portal.

  2. Go to Admin Settings > My Company > Authentication > API Keys.

  3. Select Add Key.

  4. Name your key and set the expiration terms.

  5. Add DialPad Meetings Read to additional scopes. This is needed to infer meetings usage.

  6. Select Save.

  7. Copy the key provided and enter it before step 5 below.

For additional information about creating an API Key, refer to Manual API Key Generation.

Onboard This Managed App Connector

  1. Go to SaaS Management > Applications.
  2. Select Add Integration.
  3. From the Vendors tab, select the card with the vendor's name.
  4. Enter a Connection Alias if your company has more than one instance (or “tenant”) of this application.
  5. Select the Authorize button.
  6. You will be redirected to the vendor portal login page.
  7. Enter your administrator credentials and sign in.
  8. Within the vendor portal, authorize the Calero.com application to fetch data.

SUCCESS!

You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.

SUGGESTION:
Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.