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Integrating SailPoint with Exotel

Exotel is a cloud telephony and contact center platform that helps businesses manage calls, SMS, and customer engagement. It provides APIs for managing users, roles, and contact center operations. This document provides instructions to configure a new direct connection to an Exotel source. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Exotel connector supports the following:

Account Management

  • Aggregate Accounts

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  • You have an active Exotel account with access to the API Settings page on the Exotel Dashboard.
  • You have generated/retrieved your Account SID, API Key (Username), and API Token (Password) from Exotel.
  • You know which regional cluster associated with your account (Singapore or Mumbai), since this determines your Base URL.

  • To obtain your API credentials, complete the following steps:

    1. Log in to the Exotel Dashboard.
    2. Go to Settings in the left sidebar.
    3. Select API Settings.
    4. Your API Key, API Token, and Account SID are displayed on the API Credentials page.

  • For more information about finding API credentials and authentication, refer to the following resources:

    Note

    The linked document is not maintained by SailPoint and is subject to change without notice.

Required Permissions

  • The Exotel connector uses HTTP Basic Authentication, with your API Key as the username and API Token as the password. The credentials used must have access to:
    • User/Account data - Required to list and read user accounts via std:account:list.