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Integrating SailPoint with Vtiger

Vtiger is a customer relationship management platform that helps organizations manage sales, marketing, and customer support processes. It provides modules like Users, Roles, Accounts, Contacts and more. This document provides instructions to configure a new direct connection to a Vtiger 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 Vtiger connector supports the following:

Account Management

  • Aggregate Users

Entitlement Management

  • Aggregate Roles

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:

  1. Log in to your Vtiger CRM instance as an Administrator.
  2. Select My Preferences by clicking on your profile icon.
  3. Locate the Username under the User Information section.
  4. Scroll down to find the Access Key field, which contains your API key used for integrations.
  5. In the connector configuration, use the Username and Access Key values obtained in the previous steps.