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Integrating SailPoint with iDeals

iDeals is an enterprise virtual data room (VDR) platform used for secure document sharing, due-diligence workflows, and project collaboration during sensitive transactions such as M&A, fundraising, and regulated audits. This document provides instructions to configure a new direct connection to an iDeals 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 iDeals connector supports the following:

Account Management

  • Aggregate Users

Entitlement Management

  • Aggregate Groups

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:

  • A corporate iDeals account with the API integration add-on activated.
  • Per the iDeals API integrations product page, the API gateway is available to enterprise clients with the activated add-on - only corporate account owners and managers (or users with delegated permission) can create and manage API keys.
  • A configured iDeals project whose participants are to be aggregated. The project’s UUID is required at source configuration time.
  • An iDeals API key with read access to the target project’s participants and groups endpoints.
  • API keys are user-specific, can be assigned a custom expiration, and can be revoked at any time by a corporate account admin.
  • For more information about iDeals API, refer to the following resources:

Required Permissions

  • API keys are created by corporate account owners or managers from the iDeals administration console. Per iDeals, “API keys are managed per user with expiration options and full auditability” and “corporate account admins can delete keys at any time.”
  • A user without corporate-admin or delegated-manager permission cannot generate a usable key.
  • For more information about API integrations and endpoints, refer to the following resources:

Note

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