LightBeam Documentation
Installer GuidesData SourcesPlaybooksInsightsPrivacyOpsGovernance
  • 💡What is LightBeam?
  • 🚀Getting Started
    • ⚙️Installer Guides
      • Pre-Requisites / Security Configurations
        • Firewall Requirements
        • Securing LightBeam on EKS with AWS Certificate Manager on Elastic Load Balancer
        • Configure HTTPS for LightBeam Endpoint FQDN Standalone deployment
        • Using Custom Certificates with LightBeam
        • Securing LightBeam on GKE with Google Certificate Manager and GCE Ingress
      • Core
        • LightBeam Deployment Instructions
        • LightBeam Installer
        • Web App Deployment
        • LightBeam Diagnostics
        • LightBeam Cluster Backup & Restore using Velero
      • Platform Specific
        • AWS
        • Microsoft Azure
        • Google Cloud (GKE)
        • Standalone Virtual Machine
        • Deployment on an Existing Managed Kubernetes Cluster
        • Azure Marketplace Deployment
      • Integration and Setup
        • Setting Up AWS PrivateLink for RDS-EKS Interaction
        • Twingate and LightBeam Integration Guide
        • Data Subject Request Web Application Server
        • Generate CSR for LightBeam
  • 🧠Core Features
    • 🔦Spectra AI
      • 🔗Data Sources
        • Cloud Platforms
          • AWS Auto Discovery
          • GCP Auto Discovery
        • Databases and Datalakes
          • PostgreSQL
          • Aurora (PostgreSQL)
          • Snowflake
          • MS SQL
          • MySQL
          • Aurora (MySQL)
          • BigQuery
          • AWS Redshift
          • Oracle
          • DynamoDB
          • MongoDB
          • CosmosDB (PostgreSQL)
          • CosmosDB (MongoDB)
          • CosmosDB (NoSQL)
          • Looker
          • AWS Glue
          • Databricks
          • SAP HANA
          • CSV Files as a Datasource
        • Messaging
          • Gmail
          • Slack
          • MS Teams
          • MS Outlook
        • Developer Tools
          • Zendesk
          • ServiceNow
          • Jira
          • GitHub
          • Confluence
        • File Repositories
          • NetDocuments
          • AWS S3
          • Azure Blob
          • Google Drive
          • OneDrive
          • SharePoint
          • Viva Engage
          • Dropbox
          • Box
          • SMB
        • CRM
          • Hubspot
          • Salesforce
          • Automated Data Processing (ADP)
          • Marketo
          • Iterable
          • MS Dynamics 365 Sales
          • Salesforce Marketing Cloud
      • 🔔PlayBooks
        • What is LightBeam Playbooks?
        • Policy and Alerts
          • Types of Policies
          • How to create a rule set
            • File Extension Filter
          • Configuring Retention Policies
          • Viewing Alerts
          • Sub Alerts
            • Reassigning Sub-Alerts
            • Sub-alert States
          • Levels of Actions on Alerts
          • User Roles and Permissions
            • Admin View
            • Alert Owner View
            • Onboarding New Users
              • User Management
              • Okta Integration
              • Alert Assignment Settings
              • Email Notifications
            • Planned Enhancements
          • Audit Logs
          • No Scan List
          • Permit List
          • Policy in read-only mode
      • 📊Insights
        • Entity Workflow
        • Document Classification
        • Attribute Management Overview
          • Attributes Page View
          • Attribute Sets
          • Creating Custom Attribute
          • Attributes List
        • Template Builder
        • Label Management
          • MIP Integration
          • Google Labels Integration
      • 🗃️Reporting
        • Delta Reporting
        • Executive Report
        • LightBeam Lens
      • Scanning and Redaction of Files
        • On-demand scanning
      • How-to Guides
        • Leveraging LightBeam insights for structured data sources
      • LightBeam Dashboard Outlay
      • Risk Score
    • 🏛️PrivacyOps
      • Data Subject Request (DSR)
        • What is DSR?
        • Accessing the DSR Module
        • DSR Form Builder (DPO View)
          • Creating a New DSR Form
            • Using a Predefined Template
            • Creating a Custom Form
          • Form Configuration
          • Form Preview and Publishing
          • Multi-Form Management
          • Messaging Templates
        • Form Submission & Email Verification (Data Subject View)
        • DSR Management Dashboard (DPO View)
        • Processing DSR Requests
          • Data Protection Officer (DPO) Workflow
          • Self Service Workflow (Direct Validation)
          • Data Source Owner (DSO) Workflow
        • DSR Report
      • 🚧Consent Management
        • Overview
        • Consent Logs
        • Preference Centre
        • Settings
      • 🍪Cookie Consent
        • Dashboard
        • Banners
        • Domains
        • Settings
        • CMP Deployment Guide for Google Tag Manager
        • FAQs
      • 🔏Privacy Impact Assessment (PIA)
        • PIA Templates
        • PIA Assessment Workflow
        • Collaborator View
        • Process Owner Login View (With Collaborator)
        • Filling questionnaire without collaborator
        • Submitting the assessment for DPO review
        • DPO review process
        • Marking the assessment as reviewed
        • Editing and resubmitting assessments after DPO review
        • Revoke review request
        • Edit Reviewer
        • PIA Reports
      • ⏺️Records of Processing Activity (RoPA)
        • Creating a RoPA Template
          • How to clone a template
          • How to use a template
        • How to create a process
          • Adding Process Details
          • Adding Data Elements
          • Adding Data Subjects
          • Adding Data Retention
          • Adding Safeguards
          • Adding Transfers
          • Adding a Custom Section
          • Setting a Review Schedule
          • Data Flow Diagram
        • How to add a collaborator
        • Overview Section
        • Generating a RoPA Report Using LightBeam
        • Collaborator working on a ticket
    • 🛡️Governance
      • Access
        • Dashboard
        • Users
        • Groups
        • Objects
        • Active Directory Settings
        • Access Governance at a Data Source Level
        • Policies and Alerting
        • Access Governance Statistics
        • Governance Module Dashboard
      • Privacy At Partners
  • 📊Tools & Resources
    • 🔀API Documentation
      • API to Create Reports for Structured Datasource
    • ❓Onboarding Assessments
      • Structured Datasource Onboarding Questionnaire
        • MongoDB/CosmosDB Questionnaire
        • Oracle Datasource Questionnaire
      • SMB Questionnaire
    • 🛠️Administration
      • Audit Logs
      • SMTP
        • Basic and oAuth Configuration
      • User Management
        • SAML Identity Providers
          • Okta
            • LightBeam Okta SAML Configuration Guide
          • Azure
            • Azure AD SAML Configuration for LightBeam
          • Google
            • Google IDP
        • Local User Management
          • Adding a User to the LightBeam Dashboard
          • Reset Default Admin Password
  • 📚Support & Reference
    • 📅Release Notes
      • LightBeam v2.2.0
      • Reporting Release Notes
      • Q1 2024 Key Enhancements
      • Q2 2024 Key Enhancements
      • Q3 2024 Key Enhancements
      • Q4 2024 Key Enhancements
    • 📖Glossary
Powered by GitBook
On this page
  • Overview
  • Steps to generate Iterable API keys
  • Connecting Iterable Data Source
  • About LightBeam
  1. Core Features
  2. Spectra AI
  3. Data Sources
  4. CRM

Iterable

Connecting Iterable to LightBeam

PreviousMarketoNextMS Dynamics 365 Sales

Last updated 1 year ago


Overview

LightBeam Spectra users can connect various data sources to the LightBeam application and these data sources will be continuously monitored for PII, PHI data.

Examples: Iterable, Salesforce, HubSpot, etc.


Steps to generate Iterable API keys

  1. Sign in to an Iterable project as an or as a member that has the Project Configuration > Data Feeds, Third-Party Integrations, API Keys and Webhooks permission.

  2. Navigate to Integrations > API Keys. This screen lists information about each of the API keys that have been created for the project, but it does not display the full API keys.

  3. Click New API Key.

  4. In the Create API Key window, enter a name for the key and select the to Read-only Server-side key.

  5. Click Create.

  6. In the Copy, Your New API Key window, copy the API key:


Connecting Iterable Data Source

  1. Log in to your LightBeam Instance.

  2. Click on DATASOURCES in the Top Navigation Bar.

  3. Click on Add a Data Source.

  1. Search for “Iterable”.

  1. Click on Iterable.

  1. Fill in the details as shown below and click on Next:

Basic Information

  • Instance Name: This is the unique name given to the instance of the data source.

  • Description: This is an optional field needed to describe the use of this data source.

  • Primary Owner: An email address of who is responsible for this data source and in case of alerts this email ID will get alerts by default.

  • Entity Creation: LightBeam Spectra detects and associates attributes based on the context and identifies whose data it is; these are called entities. Example: Jane Doe is an entity for whom LightBeam Spectra might have detected Name and SSN in a monitored data source.

  • Source of Truth: LightBeam Spectra would have monitored data sources that contain data acting as a single point of truth and that can be used for looking up entities/attributes that help to identify if the other attributes/entities found in any other data source are accurate or not. A Source of Truth data set would create entities based on the attributes found in the data.

  • Location: The location of the data source is indicated here.

  • Purpose: The purpose of the data being collected/processed.

  • Stage: The stage of the data source. Example: Source, Processing, Archival, etc.

Data Source Configuration

  1. Provide the credentials as shown below and click on Test Connection.

  1. Verify that you get the message “Test Connection Success”.

  2. Click on Register.

  1. Click on Okay.

Now we are ready to browse through the onboarded Iterable datasource dashboard.


About LightBeam

LightBeam automates Privacy, Security, and AI Governance, so businesses can accelerate their growth in new markets. Leveraging generative AI, LightBeam has rapidly gained customers’ trust by pioneering a unique privacy-centric and automation-first approach to security. Unlike siloed solutions, LightBeam ties together sensitive data cataloging, control, and compliance across structured and unstructured data applications providing 360-visibility, redaction, self-service DSRs, and automated ROPA reporting ensuring ultimate protection against ransomware and accidental exposures while meeting data privacy obligations efficiently. LightBeam is on a mission to create a secure privacy-first world helping customers automate compliance against a patchwork of existing and emerging regulations.

Figure 1. Add Data Source
Figure 4.1 LightBeam Iterable - Register
Figure 5. LightBeam Iterable - Datasource Connected Successfully

For any questions or suggestions, please get in touch with us at: .

🧠
🔦
🔗
support@lightbeam.ai
org admin
type of API key
Figure 2. Search for Iterable in the Search Box
Figure 2.1 Iterable icon
Figure 3. LightBeam Iterable - Basic Information
Figure 4. LightBeam Iterable - Data Source Configuration