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Pipeliner proof types and permissions

Note

This Hypersync is not supported in Hyperproof Gov.

When you configure a Hypersync for Pipeliner on a control or label, you can automatically collect the following proof types:

Requirements

To connect to Pipeliner and collect proof, your Pipeliner configuration must meet the following requirements.

  • Domain - Your Pipeliner domain. To generate:

    1. Log in to Pipeliner and select Units, Users & Roles.

    2. Select the Applications tab and click Create New.

    3. Enter a name and your email address to create the application.

    4. Click Show API Access.

    5. Copy the Service URL without the https:// part. For example, if the URL is https://us-east.api.pipelinersales.com, copy us-east.api.pipelinersales.com.

  • Application Credentials and Space ID -

    1. In Pipeliner, select Units, Users & Roles.

    2. Select Applications and click your application.

    3. Click Show API Access.

    4. Copy the Username and Password.

    5. Copy the Space ID.

Note

Hyperproof connects to many third-party systems that frequently change, including the system interface. Contact your System Administrator or the third-party provider for assistance in meeting the requirements to integrate with Hyperproof and collect the proof you need.

Connection configuration

When you configure a Hypersync for Pipeliner the first time, you must provide the following information:

  • Domain

  • Username

  • Password

  • Space ID

The first time you run this Hypersync, it may take up to 24 hours to load all data.

Note

You only need to connect Hyperproof to the app once, and then you can create as many Hypersyncs as you need.

Additionally, you can create multiple Hypersyncs for a single control or label.

Additional documentation

Connecting to Pipeliner